Sym Financial Corporation

Latest statistics and disclosures from SYM FINANCIAL Corp's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Sym Financial Corporation consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for SYM FINANCIAL Corp

SYM FINANCIAL Corp holds 420 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 25.6 $229M 6.6M 34.57
 View chart
Wisdomtree Tr Internationl Efi (NTSI) 11.0 $98M 2.4M 40.99
 View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE) 9.7 $87M 528k 164.46
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 8.8 $79M 259k 303.93
 View chart
Ishares Tr Us Treas Bd Etf (GOVT) 8.5 $76M 3.3M 22.98
 View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 2.7 $24M 1.0M 23.83
 View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.9 $17M +19% 244k 69.09
 View chart
Dow (DOW) 1.6 $15M +5% 549k 26.48
 View chart
NVIDIA Corporation (NVDA) 1.5 $13M +4% 85k 157.99
 View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 1.3 $12M 136k 85.57
 View chart
Microsoft Corporation (MSFT) 1.3 $11M +8% 23k 497.42
 View chart
Apple (AAPL) 1.2 $11M +6% 54k 205.17
 View chart
Ishares Tr Core Msci Eafe (IEFA) 1.0 $9.3M 111k 83.48
 View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.9 $7.7M 60k 128.52
 View chart
Amazon (AMZN) 0.8 $6.8M -6% 31k 219.39
 View chart
Meta Platforms Cl A (META) 0.6 $5.5M 7.4k 738.12
 View chart
Eli Lilly & Co. (LLY) 0.5 $4.8M +3% 6.2k 779.52
 View chart
Ishares Msci Gbl Min Vol (ACWV) 0.5 $4.7M 40k 118.57
 View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.5 $4.7M +2% 111k 42.36
 View chart
Broadcom (AVGO) 0.5 $4.6M 17k 275.65
 View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.5 $4.1M +28% 164k 25.03
 View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $3.7M +4% 65k 57.01
 View chart
Spdr Index Shs Fds Msci Wrld Strgic (QWLD) 0.4 $3.2M 24k 134.88
 View chart
JPMorgan Chase & Co. (JPM) 0.3 $2.9M +62% 10k 289.91
 View chart
Mastercard Incorporated Cl A (MA) 0.3 $2.6M +4% 4.7k 561.90
 View chart
Wal-Mart Stores (WMT) 0.3 $2.6M +12% 26k 97.78
 View chart
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $2.4M -82% 24k 99.20
 View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.3 $2.3M NEW 57k 40.49
 View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $2.0M +26% 3.2k 617.85
 View chart
Costco Wholesale Corporation (COST) 0.2 $1.9M +8% 2.0k 990.03
 View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 0.2 $1.8M +12% 38k 48.62
 View chart
Ge Aerospace Com New (GE) 0.2 $1.8M +9% 7.1k 257.39
 View chart
Alphabet Cap Stk Cl A (GOOGL) 0.2 $1.8M +8% 10k 176.22
 View chart
Ishares Tr Msci Acwi Etf (ACWI) 0.2 $1.7M -10% 14k 128.60
 View chart
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $1.7M 13k 135.30
 View chart
Abbvie (ABBV) 0.2 $1.4M +23% 7.8k 185.63
 View chart
Oracle Corporation (ORCL) 0.2 $1.4M +69% 6.6k 218.64
 View chart
Intuit (INTU) 0.2 $1.4M 1.8k 787.63
 View chart
Servicenow (NOW) 0.2 $1.4M -10% 1.4k 1028.08
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.4M +7% 2.8k 485.77
 View chart
Johnson & Johnson (JNJ) 0.1 $1.3M -9% 8.6k 152.75
 View chart
Tesla Motors (TSLA) 0.1 $1.3M +41% 4.1k 317.63
 View chart
Vanguard World Inf Tech Etf (VGT) 0.1 $1.3M 2.0k 663.28
 View chart
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $1.3M 47k 26.50
 View chart
Intuitive Surgical Com New (ISRG) 0.1 $1.2M 2.3k 543.41
 View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $1.2M +31% 12k 100.54
 View chart
Lakeland Financial Corporation (LKFN) 0.1 $1.2M 20k 61.45
 View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP) 0.1 $1.2M NEW 12k 97.31
 View chart
Norfolk Southern (NSC) 0.1 $1.2M +12% 4.6k 255.97
 View chart
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $1.2M +429% 8.8k 132.13
 View chart
Booking Holdings (BKNG) 0.1 $1.2M +6% 199.00 5789.24
 View chart
Visa Com Cl A (V) 0.1 $1.1M +25% 3.2k 355.01
 View chart
Targa Res Corp (TRGP) 0.1 $1.1M 6.2k 174.08
 View chart
Agilent Technologies Inc C ommon (A) 0.1 $1.1M +82% 9.1k 118.01
 View chart
Exxon Mobil Corporation (XOM) 0.1 $1.1M -4% 10k 107.80
 View chart
Abbott Laboratories (ABT) 0.1 $1.1M +4% 7.9k 136.02
 View chart
Chipotle Mexican Grill (CMG) 0.1 $1.1M -9% 19k 56.15
 View chart
UnitedHealth (UNH) 0.1 $1.0M +4% 3.3k 312.01
 View chart
Veeva Sys Cl A Com (VEEV) 0.1 $1.0M +17% 3.5k 287.98
 View chart
Pepsi (PEP) 0.1 $1.0M +96% 7.7k 132.05
 View chart
IDEXX Laboratories (IDXX) 0.1 $989k 1.8k 536.34
 View chart
salesforce (CRM) 0.1 $979k -22% 3.6k 272.69
 View chart
Netflix (NFLX) 0.1 $909k +2% 679.00 1339.13
 View chart
Datadog Cl A Com (DDOG) 0.1 $909k +13% 6.8k 134.33
 View chart
Amphenol Corp Cl A (APH) 0.1 $907k +19% 9.2k 98.75
 View chart
Uber Technologies (UBER) 0.1 $898k -7% 9.6k 93.30
 View chart
Lam Research Corp Com New (LRCX) 0.1 $886k -21% 9.1k 97.34
 View chart
Jabil Circuit (JBL) 0.1 $885k 4.1k 218.10
 View chart
Ge Vernova (GEV) 0.1 $883k +3% 1.7k 529.15
 View chart
RPM International (RPM) 0.1 $862k 7.8k 109.84
 View chart
O'reilly Automotive (ORLY) 0.1 $827k +1230% 9.2k 90.13
 View chart
Roblox Corp Cl A (RBLX) 0.1 $820k 7.8k 105.20
 View chart
Monster Beverage Corp (MNST) 0.1 $796k +89% 13k 62.64
 View chart
Home Depot (HD) 0.1 $792k +8% 2.2k 366.67
 View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $776k NEW 18k 42.74
 View chart
International Business Machines (IBM) 0.1 $774k +5% 2.6k 294.78
 View chart
Cisco Systems (CSCO) 0.1 $768k +2% 11k 69.38
 View chart
Amgen (AMGN) 0.1 $762k +30% 2.7k 279.23
 View chart
Medtronic SHS (MDT) 0.1 $759k -21% 8.7k 87.17
 View chart
Tapestry (TPR) 0.1 $756k +5% 8.6k 87.81
 View chart
At&t (T) 0.1 $754k +3% 26k 28.94
 View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $751k -26% 1.3k 567.97
 View chart
Adobe Systems Incorporated (ADBE) 0.1 $736k +38% 1.9k 386.88
 View chart
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $716k 3.5k 204.67
 View chart
Ishares Core Msci Emkt (IEMG) 0.1 $713k +13% 12k 60.03
 View chart
Procter & Gamble Company (PG) 0.1 $708k +90% 4.4k 159.31
 View chart
Snowflake Cl A (SNOW) 0.1 $707k +13% 3.2k 223.77
 View chart
Linde SHS (LIN) 0.1 $701k +4% 1.5k 469.18
 View chart
Cme (CME) 0.1 $689k 2.5k 275.62
 View chart
Alphabet Cap Stk Cl C (GOOG) 0.1 $687k +91% 3.9k 177.37
 View chart
Transunion (TRU) 0.1 $673k -11% 7.7k 88.00
 View chart
Ishares Tr Core S&p500 Etf (IVV) 0.1 $671k NEW 1.1k 620.90
 View chart
Carlyle Group (CG) 0.1 $667k -13% 13k 51.40
 View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $659k 23k 29.21
 View chart
Select Sector Spdr Tr Energy (XLE) 0.1 $656k 7.7k 84.81
 View chart
Citigroup Com New (C) 0.1 $656k -6% 7.7k 85.12
 View chart
Altria (MO) 0.1 $649k +18% 11k 58.63
 View chart
Merck & Co (MRK) 0.1 $641k +48% 8.1k 79.16
 View chart
Fortinet (FTNT) 0.1 $635k +3% 6.0k 105.72
 View chart
Verisign (VRSN) 0.1 $629k +15% 2.2k 288.80
 View chart
PNC Financial Services (PNC) 0.1 $626k NEW 3.4k 186.42
 View chart
Xcel Energy (XEL) 0.1 $622k 9.1k 68.10
 View chart
Live Nation Entertainment (LYV) 0.1 $616k -15% 4.1k 151.28
 View chart
Applied Materials (AMAT) 0.1 $613k +64% 3.3k 183.05
 View chart
General Motors Company (GM) 0.1 $602k -19% 12k 49.21
 View chart
Coca-Cola Company (KO) 0.1 $594k 8.4k 70.75
 View chart
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $593k NEW 11k 52.76
 View chart
Chevron Corporation (CVX) 0.1 $586k +26% 4.1k 143.18
 View chart
McDonald's Corporation (MCD) 0.1 $563k -12% 1.9k 292.13
 View chart
3M Company (MMM) 0.1 $562k -2% 3.7k 152.24
 View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $560k +7% 16k 35.84
 View chart
Trane Technologies SHS (TT) 0.1 $559k -3% 1.3k 437.41
 View chart
Wec Energy Group (WEC) 0.1 $555k +2% 5.3k 104.20
 View chart
Doordash Cl A (DASH) 0.1 $554k +38% 2.2k 246.51
 View chart
Dimensional Etf Trust Intl Core Equity (DFIC) 0.1 $548k +25% 18k 31.09
 View chart
Kla Corp Com New (KLAC) 0.1 $535k -7% 597.00 895.56
 View chart
Martin Marietta Materials (MLM) 0.1 $533k +15% 971.00 548.96
 View chart
Chubb (CB) 0.1 $529k +50% 1.8k 289.72
 View chart
Robinhood Mkts Com Cl A (HOOD) 0.1 $523k -2% 5.6k 93.63
 View chart
Copart (CPRT) 0.1 $518k -37% 11k 49.07
 View chart
Intel Corporation (INTC) 0.1 $516k +126% 23k 22.40
 View chart
Cummins (CMI) 0.1 $514k -4% 1.6k 327.50
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $507k -2% 919.00 551.37
 View chart
Tyler Technologies (TYL) 0.1 $497k +5% 838.00 592.84
 View chart
Spdr Gold Tr Gold Shs (GLD) 0.1 $495k -5% 1.6k 304.83
 View chart
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $489k 2.7k 182.82
 View chart
American Centy Etf Tr Avantis All Eqt (AVGE) 0.1 $483k NEW 6.2k 77.48
 View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $478k -4% 16k 30.14
 View chart
Progressive Corporation (PGR) 0.1 $476k +4% 1.8k 266.86
 View chart
Howmet Aerospace (HWM) 0.1 $472k +2% 2.5k 186.13
 View chart
Palantir Technologies Cl A (PLTR) 0.1 $472k +22% 3.5k 136.32
 View chart
Proshares Tr Ultrpro S&p500 (UPRO) 0.1 $470k NEW 5.1k 91.44
 View chart
CarMax (KMX) 0.1 $467k +169% 7.0k 67.21
 View chart
Bank of America Corporation (BAC) 0.1 $461k -39% 9.7k 47.32
 View chart
Comfort Systems USA (FIX) 0.1 $460k +29% 858.00 536.21
 View chart
Edison International (EIX) 0.1 $459k +49% 8.9k 51.60
 View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.1 $448k +72% 14k 31.97
 View chart
Incyte Corporation (INCY) 0.1 $447k -5% 6.6k 68.10
 View chart
Toll Brothers (TOL) 0.0 $445k NEW 3.9k 114.13
 View chart
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $444k 4.7k 94.63
 View chart
Philip Morris International (PM) 0.0 $443k +30% 2.4k 182.13
 View chart
Travelers Companies (TRV) 0.0 $439k +3% 1.6k 267.54
 View chart
Sap Se Spon Adr (SAP) 0.0 $439k +4% 1.4k 304.10
 View chart
Aon Shs Cl A (AON) 0.0 $436k 1.2k 356.73
 View chart
Illumina (ILMN) 0.0 $434k NEW 4.6k 95.41
 View chart
Blackrock (BLK) 0.0 $432k +3% 412.00 1048.35
 View chart
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $429k 3.9k 110.09
 View chart
Arista Networks Com Shs (ANET) 0.0 $427k -29% 4.2k 102.31
 View chart
Wells Fargo & Company (WFC) 0.0 $422k +7% 5.3k 80.12
 View chart
Steel Dynamics (STLD) 0.0 $421k +20% 3.3k 127.99
 View chart
Walt Disney Company (DIS) 0.0 $418k -6% 3.4k 124.02
 View chart
Caterpillar (CAT) 0.0 $412k +5% 1.1k 388.11
 View chart
Novartis Sponsored Adr (NVS) 0.0 $411k NEW 3.4k 121.01
 View chart
Ishares Tr Yld Optim Bd (BYLD) 0.0 $408k -16% 18k 22.61
 View chart
Zscaler Incorporated (ZS) 0.0 $404k -3% 1.3k 313.94
 View chart
Bristol Myers Squibb (BMY) 0.0 $397k -3% 8.6k 46.29
 View chart
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $395k 4.0k 99.49
 View chart
Johnson Ctls Intl SHS (JCI) 0.0 $392k +46% 3.7k 105.62
 View chart
Cincinnati Financial Corporation (CINF) 0.0 $391k -2% 2.6k 148.92
 View chart
Citizens Financial (CFG) 0.0 $388k -3% 8.7k 44.75
 View chart
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.0 $388k 13k 31.02
 View chart
Zoom Communications Cl A (ZM) 0.0 $386k +9% 5.0k 77.98
 View chart
Asml Holding N V N Y Registry Shs (ASML) 0.0 $384k +6% 479.00 801.39
 View chart
Apollo Global Mgmt (APO) 0.0 $375k -3% 2.6k 141.87
 View chart
J.B. Hunt Transport Services (JBHT) 0.0 $368k NEW 2.6k 143.60
 View chart
Wingstop (WING) 0.0 $368k NEW 1.1k 336.74
 View chart
Advanced Micro Devices (AMD) 0.0 $368k NEW 2.6k 141.90
 View chart
American Intl Group Com New (AIG) 0.0 $366k -12% 4.3k 85.59
 View chart
Devon Energy Corporation (DVN) 0.0 $364k +30% 11k 31.81
 View chart
Alexandria Real Estate Equities (ARE) 0.0 $359k NEW 4.9k 72.63
 View chart
Public Storage (PSA) 0.0 $359k NEW 1.2k 293.42
 View chart
Gilead Sciences (GILD) 0.0 $357k +69% 3.2k 110.85
 View chart
Texas Roadhouse (TXRH) 0.0 $355k +21% 1.9k 187.41
 View chart
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $351k NEW 751.00 467.82
 View chart
Enterprise Products Partners (EPD) 0.0 $343k NEW 11k 31.01
 View chart
Paypal Holdings (PYPL) 0.0 $342k +2% 4.6k 74.32
 View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $340k 600.00 566.48
 View chart
Manhattan Associates (MANH) 0.0 $339k NEW 1.7k 197.47
 View chart
Ralph Lauren Corp Cl A (RL) 0.0 $337k -3% 1.2k 274.28
 View chart
HSBC HLDGS Spon Adr New (HSBC) 0.0 $336k -8% 5.5k 60.79
 View chart
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $334k 1.2k 279.83
 View chart
United Parcel Service CL B (UPS) 0.0 $333k +50% 3.3k 100.94
 View chart
Synchrony Financial (SYF) 0.0 $332k +15% 5.0k 66.74
 View chart
Capital One Financial (COF) 0.0 $332k NEW 1.6k 212.76
 View chart
Natera (NTRA) 0.0 $331k +13% 2.0k 168.94
 View chart
Barclays Adr (BCS) 0.0 $330k -8% 18k 18.59
 View chart
Cigna Corp (CI) 0.0 $330k +21% 998.00 330.58
 View chart
Thermo Fisher Scientific (TMO) 0.0 $325k -28% 802.00 405.67
 View chart
Molina Healthcare (MOH) 0.0 $325k +60% 1.1k 297.90
 View chart
Natwest Group Spons Adr (NWG) 0.0 $324k 23k 14.15
 View chart
Sony Group Corp Sponsored Adr (SONY) 0.0 $323k 12k 26.03
 View chart
Ashland (ASH) 0.0 $323k NEW 6.4k 50.28
 View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $321k 1.5k 217.33
 View chart
Lyft Cl A Com (LYFT) 0.0 $321k NEW 20k 15.76
 View chart
Verizon Communications (VZ) 0.0 $317k +5% 7.3k 43.27
 View chart
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $316k +26% 1.3k 240.32
 View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.0 $316k -15% 7.9k 40.11
 View chart
Zimmer Holdings (ZBH) 0.0 $315k +71% 3.5k 91.20
 View chart
Valero Energy Corporation (VLO) 0.0 $314k +43% 2.3k 134.42
 View chart
Texas Instruments Incorporated (TXN) 0.0 $313k 1.5k 207.62
 View chart
Takeda Pharmaceutical Sponsored Ads (TAK) 0.0 $311k +10% 20k 15.46
 View chart
AutoZone (AZO) 0.0 $308k +36% 83.00 3712.23
 View chart
Alnylam Pharmaceuticals (ALNY) 0.0 $308k -6% 944.00 326.09
 View chart
Halliburton Company (HAL) 0.0 $307k +54% 15k 20.38
 View chart
CVS Caremark Corporation (CVS) 0.0 $307k -12% 4.4k 68.98
 View chart
Dupont De Nemours (DD) 0.0 $306k +62% 4.5k 68.59
 View chart
Kroger (KR) 0.0 $305k +3% 4.3k 71.73
 View chart
Waste Management (WM) 0.0 $305k 1.3k 228.82
 View chart
Axis Cap Hldgs SHS (AXS) 0.0 $304k +12% 2.9k 103.82
 View chart
Twilio Cl A (TWLO) 0.0 $302k 2.4k 124.36
 View chart
Vertiv Holdings Com Cl A (VRT) 0.0 $302k NEW 2.3k 128.41
 View chart
Charles Schwab Corporation (SCHW) 0.0 $301k +14% 3.3k 91.24
 View chart
Trimble Navigation (TRMB) 0.0 $300k -6% 4.0k 75.98
 View chart
Autodesk (ADSK) 0.0 $300k NEW 968.00 309.57
 View chart
Ferguson Enterprises Common Stock New (FERG) 0.0 $295k NEW 1.4k 217.75
 View chart
Huntington Bancshares Incorporated (HBAN) 0.0 $293k +72% 18k 16.76
 View chart
Msci (MSCI) 0.0 $292k -44% 507.00 576.74
 View chart
Northrop Grumman Corporation (NOC) 0.0 $292k -12% 583.00 500.20
 View chart
Eaton Corp SHS (ETN) 0.0 $290k 812.00 356.99
 View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $287k NEW 1.3k 226.49
 View chart
Exelixis (EXEL) 0.0 $287k -10% 6.5k 44.08
 View chart
Freeport-mcmoran CL B (FCX) 0.0 $284k +2% 6.5k 43.35
 View chart
Ishares Tr Global Equity (GLOF) 0.0 $280k -3% 5.8k 48.20
 View chart
Banco Santander Adr (SAN) 0.0 $279k +24% 34k 8.30
 View chart
Arrow Electronics (ARW) 0.0 $278k NEW 2.2k 127.43
 View chart
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $278k 15k 18.13
 View chart
Ecolab (ECL) 0.0 $278k NEW 1.0k 269.44
 View chart
FedEx Corporation (FDX) 0.0 $274k NEW 1.2k 227.38
 View chart
Qualcomm (QCOM) 0.0 $274k -4% 1.7k 159.30
 View chart
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.0 $273k -13% 20k 13.72
 View chart
Micron Technology (MU) 0.0 $272k NEW 2.2k 123.25
 View chart
Evergy (EVRG) 0.0 $272k +2% 3.9k 68.93
 View chart
Lockheed Martin Corporation (LMT) 0.0 $271k +23% 585.00 463.44
 View chart
Goldman Sachs (GS) 0.0 $271k NEW 382.00 708.34
 View chart
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $268k 1.4k 192.71
 View chart
Analog Devices (ADI) 0.0 $267k NEW 1.1k 238.02
 View chart
Automatic Data Processing (ADP) 0.0 $265k +6% 858.00 308.48
 View chart
Etsy (ETSY) 0.0 $264k +20% 5.3k 50.16
 View chart
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $264k 2.8k 93.87
 View chart
Crown Holdings (CCK) 0.0 $263k NEW 2.6k 102.98
 View chart
State Street Corporation (STT) 0.0 $262k 2.5k 106.34
 View chart
Atlassian Corporation Cl A (TEAM) 0.0 $262k -6% 1.3k 203.09
 View chart
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $262k 1.3k 195.42
 View chart
Ishares Msci World Etf (URTH) 0.0 $262k +94% 1.5k 169.37
 View chart
Hf Sinclair Corp (DINO) 0.0 $261k NEW 6.4k 41.08
 View chart
Nutanix Cl A (NTNX) 0.0 $260k +10% 3.4k 76.44
 View chart
Pfizer (PFE) 0.0 $260k -26% 11k 24.24
 View chart
Garmin SHS (GRMN) 0.0 $260k -22% 1.2k 208.72
 View chart
UGI Corporation (UGI) 0.0 $258k 7.1k 36.42
 View chart
Palo Alto Networks (PANW) 0.0 $257k -68% 1.3k 204.64
 View chart
Zoetis Cl A (ZTS) 0.0 $257k +25% 1.7k 155.96
 View chart
PIMCO Corporate Opportunity Fund (PTY) 0.0 $254k 18k 13.91
 View chart
First Tr Exchng Traded Fd Vi Confluence Bdc 0.0 $254k NEW 61k 4.19
 View chart
Emcor (EME) 0.0 $253k NEW 472.00 534.89
 View chart
Dimensional Etf Trust Intl Small Cap V (DISV) 0.0 $252k -17% 7.7k 32.91
 View chart
Hldgs (UAL) 0.0 $251k NEW 3.2k 79.63
 View chart
Texas Capital Bancshares (TCBI) 0.0 $248k -14% 3.1k 79.40
 View chart
Delta Air Lines Inc Del Com New (DAL) 0.0 $247k NEW 5.0k 49.18
 View chart
Airbnb Com Cl A (ABNB) 0.0 $246k -53% 1.9k 132.34
 View chart
Expedia Group Com New (EXPE) 0.0 $246k NEW 1.5k 168.68
 View chart
Wabtec Corporation (WAB) 0.0 $246k NEW 1.2k 209.35
 View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $244k +21% 10k 24.44
 View chart
ConocoPhillips (COP) 0.0 $242k -53% 2.7k 89.74
 View chart
Concentrix Corp (CNXC) 0.0 $239k +12% 4.5k 52.85
 View chart
Mizuho Financial Group Sponsored Adr (MFG) 0.0 $239k -2% 43k 5.56
 View chart
Federated Hermes CL B (FHI) 0.0 $238k +2% 5.4k 44.32
 View chart
PG&E Corporation (PCG) 0.0 $237k +61% 17k 13.94
 View chart
MarketAxess Holdings (MKTX) 0.0 $235k NEW 1.1k 223.34
 View chart
MasTec (MTZ) 0.0 $234k NEW 1.4k 170.43
 View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $230k 3.1k 73.63
 View chart
Comcast Corp Cl A (CMCSA) 0.0 $229k -5% 6.4k 35.69
 View chart
Lincoln Electric Holdings (LECO) 0.0 $229k NEW 1.1k 207.32
 View chart
Ferrari Nv Ord (RACE) 0.0 $228k NEW 465.00 490.74
 View chart
McKesson Corporation (MCK) 0.0 $228k NEW 311.00 732.78
 View chart
Chewy Cl A (CHWY) 0.0 $228k NEW 5.3k 42.62
 View chart
Royal Gold (RGLD) 0.0 $228k NEW 1.3k 177.84
 View chart
Relx Sponsored Adr (RELX) 0.0 $226k -6% 4.2k 54.34
 View chart
Ishares Tr Msci Intl Qualty (IQLT) 0.0 $226k 5.2k 43.22
 View chart
Technipfmc (FTI) 0.0 $226k -17% 6.6k 34.44
 View chart
Extra Space Storage (EXR) 0.0 $226k NEW 1.5k 147.44
 View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.0 $225k 7.6k 29.68
 View chart
Western Digital (WDC) 0.0 $225k NEW 3.5k 63.99
 View chart
West Pharmaceutical Services (WST) 0.0 $225k +5% 1.0k 218.80
 View chart
Lincoln National Corporation (LNC) 0.0 $225k -9% 6.5k 34.60
 View chart
Te Connectivity Ord Shs (TEL) 0.0 $225k NEW 1.3k 168.68
 View chart
Guidewire Software (GWRE) 0.0 $224k NEW 952.00 235.45
 View chart
Northern Trust Corporation (NTRS) 0.0 $223k NEW 1.8k 126.79
 View chart
Textron (TXT) 0.0 $221k NEW 2.7k 80.29
 View chart
Select Sector Spdr Tr Indl (XLI) 0.0 $220k 1.5k 147.52
 View chart
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $219k +537% 3.5k 62.02
 View chart
Vanguard World Industrial Etf (VIS) 0.0 $219k 781.00 280.07
 View chart
Raytheon Technologies Corp (RTX) 0.0 $216k NEW 1.5k 146.04
 View chart
Iqvia Holdings (IQV) 0.0 $216k NEW 1.4k 157.59
 View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.0 $215k 4.2k 50.68
 View chart
Bank Ozk (OZK) 0.0 $215k NEW 4.6k 47.06
 View chart
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) 0.0 $214k +24% 14k 15.37
 View chart
Crowdstrike Hldgs Cl A (CRWD) 0.0 $213k NEW 419.00 509.31
 View chart
Accenture Plc Ireland Shs Class A (ACN) 0.0 $213k -49% 711.00 298.89
 View chart
Centene Corporation (CNC) 0.0 $212k -30% 3.9k 54.28
 View chart
Hilton Worldwide Holdings (HLT) 0.0 $211k -39% 791.00 266.34
 View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $209k +57500% 1.2k 181.74
 View chart
Entergy Corporation (ETR) 0.0 $208k 2.5k 83.12
 View chart
Phillips 66 (PSX) 0.0 $207k NEW 1.7k 119.27
 View chart
Sba Communications Corp Cl A (SBAC) 0.0 $207k NEW 880.00 234.84
 View chart
Nextera Energy (NEE) 0.0 $206k NEW 3.0k 69.42
 View chart
Vanguard Index Fds Small Cp Etf (VB) 0.0 $206k -8% 869.00 236.93
 View chart
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $204k 1.5k 134.79
 View chart
Tenet Healthcare Corp Com New (THC) 0.0 $204k NEW 1.2k 176.00
 View chart
Boston Scientific Corporation (BSX) 0.0 $202k NEW 1.9k 107.41
 View chart
Draftkings Com Cl A (DKNG) 0.0 $201k -31% 4.7k 42.89
 View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.0 $200k NEW 5.1k 39.66
 View chart
Valley National Ban (VLY) 0.0 $198k -15% 22k 8.93
 View chart
Ishares Tr Msci Eafe Min Vl (EFAV) 0.0 $194k 2.3k 84.06
 View chart
Select Sector Spdr Tr Technology (XLK) 0.0 $172k 679.00 253.23
 View chart
Wendy's/arby's Group (WEN) 0.0 $170k NEW 15k 11.42
 View chart
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $170k 1.3k 135.04
 View chart
Amcor Ord (AMCR) 0.0 $162k NEW 18k 9.19
 View chart
Cnh Indl N V SHS (CNH) 0.0 $158k -27% 12k 12.96
 View chart
Vanguard Index Fds Growth Etf (VUG) 0.0 $155k +194% 353.00 438.40
 View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.0 $147k -3% 1.0k 141.69
 View chart
Zoominfo Technologies Common Stock (GTM) 0.0 $144k NEW 14k 10.12
 View chart
Proshares Tr Ultrapro Qqq (TQQQ) 0.0 $144k NEW 1.7k 83.00
 View chart
Ishares Tr Short Treas Bd (SHV) 0.0 $141k -65% 1.3k 110.42
 View chart
Huntsman Corporation (HUN) 0.0 $139k -21% 13k 10.42
 View chart
Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $137k +92% 5.6k 24.54
 View chart
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $124k +94% 1.1k 109.26
 View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $121k 4.3k 28.05
 View chart
DNP Select Income Fund (DNP) 0.0 $120k +2% 12k 9.79
 View chart
Finvolution Group Sponsored Ads (FINV) 0.0 $119k -3% 13k 9.48
 View chart
Ford Motor Company (F) 0.0 $119k NEW 11k 10.85
 View chart
Select Sector Spdr Tr Communication (XLC) 0.0 $117k 1.1k 108.53
 View chart
Vanguard World Financials Etf (VFH) 0.0 $114k 899.00 127.30
 View chart
Ishares Msci Emrg Chn (EMXC) 0.0 $110k 1.7k 63.14
 View chart
Snap Cl A (SNAP) 0.0 $109k -21% 13k 8.69
 View chart
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) 0.0 $104k 2.0k 51.99
 View chart
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $102k 527.00 194.23
 View chart
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $101k 237.00 425.16
 View chart
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $98k 500.00 195.01
 View chart
Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) 0.0 $95k NEW 11k 8.48
 View chart
Ishares Tr Us Consm Staples (IYK) 0.0 $94k 1.3k 70.48
 View chart
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $94k 676.00 138.71
 View chart
Nomura Hldgs Sponsored Adr (NMR) 0.0 $92k -13% 14k 6.58
 View chart
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) 0.0 $87k -34% 1.5k 56.41
 View chart
Ishares Tr Us Sml Cap Eqt (SMLF) 0.0 $84k 1.2k 67.95
 View chart
Dimensional Etf Trust Us Equity Market (DFUS) 0.0 $84k 1.2k 67.02
 View chart
Ishares Tr International Sl (ISCF) 0.0 $82k +9% 2.1k 38.77
 View chart
Ishares Tr U.s. Tech Etf (IYW) 0.0 $79k 453.00 173.45
 View chart
Schwab Strategic Tr Fundamental Emer (FNDE) 0.0 $76k +114% 2.3k 33.01
 View chart
Wipro Spon Adr 1 Sh (WIT) 0.0 $72k +13% 24k 3.02
 View chart
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $70k 246.00 285.85
 View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) 0.0 $67k NEW 716.00 93.76
 View chart
Gabelli Equity Trust (GAB) 0.0 $67k +2% 12k 5.82
 View chart
Select Sector Spdr Tr Financial (XLF) 0.0 $62k 1.2k 52.37
 View chart
Ishares Tr Rus 1000 Etf (IWB) 0.0 $60k 178.00 338.68
 View chart
Nokia Corp Sponsored Adr (NOK) 0.0 $60k +8% 12k 5.18
 View chart
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $58k +30% 14k 4.25
 View chart
Ishares Tr Russell 2000 Etf (IWM) 0.0 $57k -27% 266.00 215.79
 View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.0 $57k NEW 625.00 91.10
 View chart
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) 0.0 $54k 843.00 64.13
 View chart
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.0 $52k NEW 700.00 74.04
 View chart
Dimensional Etf Trust Internatnal Val (DFIV) 0.0 $50k +89% 1.2k 42.84
 View chart
Fidelity Covington Trust Msci Consm Dis (FDIS) 0.0 $49k NEW 524.00 94.11
 View chart
Ishares Tr Us Aer Def Etf (ITA) 0.0 $47k 250.00 188.64
 View chart
Pimco Etf Tr Active Bd Etf (BOND) 0.0 $47k 508.00 92.10
 View chart
Schwab Strategic Tr Fundamental Intl (FNDF) 0.0 $46k NEW 1.2k 40.02
 View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 0.0 $42k NEW 1.9k 22.76
 View chart
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.0 $38k 894.00 42.28
 View chart
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.0 $37k NEW 725.00 51.02
 View chart
Schwab Strategic Tr Fundamental Us S (FNDA) 0.0 $36k NEW 1.3k 28.65
 View chart
Schwab Strategic Tr Mortgage Backed (SMBS) 0.0 $35k NEW 1.4k 25.47
 View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $35k NEW 1.6k 22.10
 View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.0 $32k 442.00 71.26
 View chart
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $30k 371.00 80.65
 View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.0 $30k NEW 468.00 63.90
 View chart
Ishares Tr Msci Eafe Etf (EFA) 0.0 $30k -18% 334.00 89.39
 View chart
Fidelity Covington Trust Msci Indl Indx (FIDU) 0.0 $28k NEW 365.00 77.53
 View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $28k NEW 1.1k 25.30
 View chart
Ishares Tr Global Mater Etf (MXI) 0.0 $25k 296.00 85.36
 View chart
Ishares Tr Global Energ Etf (IXC) 0.0 $25k 627.00 39.29
 View chart
Wisdomtree Tr Us Efficient Cor (NTSX) 0.0 $24k -20% 470.00 50.09
 View chart
Ishares Tr Global Reit Etf (REET) 0.0 $23k -32% 948.00 24.70
 View chart
Ishares Tr Glob Hlthcre Etf (IXJ) 0.0 $21k 247.00 86.09
 View chart
Schwab Strategic Tr Fundamental Intl (FNDC) 0.0 $21k NEW 499.00 42.05
 View chart
Fidelity Covington Trust Consmr Staples (FSTA) 0.0 $20k NEW 395.00 51.17
 View chart
Ishares Tr Ishares Semicdtr (SOXX) 0.0 $20k 83.00 239.40
 View chart
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.0 $20k NEW 100.00 197.22
 View chart
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $18k NEW 200.00 90.98
 View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB) 0.0 $18k NEW 228.00 79.66
 View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $18k NEW 415.00 42.59
 View chart
Vanguard Admiral Fds Midcp 400 Val (IVOV) 0.0 $17k NEW 178.00 95.47
 View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.0 $16k 254.00 63.71
 View chart
Ishares Tr Ishares Biotech (IBB) 0.0 $16k 127.00 126.51
 View chart
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) 0.0 $16k NEW 138.00 114.43
 View chart
Dimensional Etf Trust Global Sustaina (DFSB) 0.0 $16k 299.00 52.43
 View chart
Vanguard World Health Car Etf (VHT) 0.0 $13k 54.00 246.19
 View chart
Vanguard Index Fds Value Etf (VTV) 0.0 $12k 67.00 176.75
 View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $12k 239.00 49.51
 View chart
Select Sector Spdr Tr Sbi Materials (XLB) 0.0 $12k 134.00 87.81
 View chart
Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $12k +1303% 435.00 26.67
 View chart
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.0 $11k 200.00 56.85
 View chart
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $11k 138.00 81.66
 View chart
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $9.2k NEW 435.00 21.16
 View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.0 $7.9k 82.00 95.83
 View chart
Ishares Tr Cre U S Reit Etf (USRT) 0.0 $7.8k -62% 138.00 56.56
 View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $6.9k 85.00 80.96
 View chart
Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $6.7k NEW 86.00 77.56
 View chart
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $4.9k -99% 45.00 109.60
 View chart
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.0 $4.7k 120.00 39.25
 View chart
Ishares Tr Hdg Msci Eafe (HEFA) 0.0 $3.8k NEW 101.00 37.86
 View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.0 $3.6k 86.00 41.42
 View chart
Fidelity Covington Trust Msci Utils Index (FUTY) 0.0 $3.2k NEW 61.00 52.61
 View chart
Ishares Tr National Mun Etf (MUB) 0.0 $2.6k NEW 25.00 104.48
 View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.0 $2.5k NEW 50.00 49.64
 View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.0 $2.3k 52.00 44.13
 View chart
Ishares Tr Us Hlthcare Etf (IYH) 0.0 $1.4k NEW 25.00 56.48
 View chart
Ishares Tr Mbs Etf (MBB) 0.0 $845.000100 NEW 9.00 93.89
 View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.0 $520.000000 NEW 4.00 130.00
 View chart
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $477.000000 -28% 5.00 95.40
 View chart
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $472.000000 5.00 94.40
 View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.0 $230.000000 NEW 5.00 46.00
 View chart

Past Filings by SYM FINANCIAL Corp

SEC 13F filings are viewable for SYM FINANCIAL Corp going back to 2017

View all past filings