Sym Financial Corporation
Latest statistics and disclosures from SYM FINANCIAL Corp's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFAI, DFAU, NTSI, VOE, VTI, and represent 61.21% of SYM FINANCIAL Corp's stock portfolio.
- Added to shares of these 10 stocks: DFAU (+$151M), DFAI (+$8.7M), SPMO, GOVT, KLAC, VGT, NTSI, STX, SPDW, SNDK.
- Started 156 new stock positions in STM, IGEB, EWW, ERIC, AMKR, CWI, WCC, SHV, CCL, UNM.
- Reduced shares in these 10 stocks: VXUS (-$6.0M), VEA (-$5.2M), VTI, LKFN, NVDA, MSFT, AAPL, URTH, GOOGL, AVGO.
- Sold out of its positions in ANF, ADP, AZO, BMRN, BR, CHRW, CI, CGCB, KMX, CG.
- SYM FINANCIAL Corp was a net buyer of stock by $166M.
- SYM FINANCIAL Corp has $1.2B in assets under management (AUM), dropping by 24.30%.
- Central Index Key (CIK): 0000764739
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Portfolio Holdings for SYM FINANCIAL Corp
SYM FINANCIAL Corp holds 530 positions in its portfolio as reported in the June 2026 quarterly 13F filing
SYM FINANCIAL Corp has 530 total positions. Only the first 250 positions are shown.
- Sign up to view all of the SYM FINANCIAL Corp June 30, 2026 positions
- Download the SYM FINANCIAL Corp June 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 22.3 | $278M | +3% | 6.7M | 41.25 |
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 12.6 | $157M | +2359% | 3.0M | 51.69 |
|
| Wisdomtree Tr Internationl Efi (NTSI) | 9.2 | $115M | 2.5M | 46.60 |
|
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 9.0 | $112M | 569k | 197.60 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 8.0 | $100M | -2% | 270k | 370.04 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 7.0 | $88M | +3% | 3.8M | 22.78 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 2.8 | $34M | 1.2M | 28.96 |
|
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| Dow (DOW) | 1.2 | $15M | 554k | 27.36 |
|
|
| Apple (AAPL) | 1.1 | $14M | -7% | 48k | 289.36 |
|
| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 1.1 | $13M | 115k | 117.33 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.9 | $12M | -34% | 137k | 85.49 |
|
| NVIDIA Corporation (NVDA) | 0.9 | $11M | -13% | 57k | 200.09 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.8 | $11M | 109k | 96.58 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.8 | $10M | 65k | 156.95 |
|
|
| Eli Lilly & Co. (LLY) | 0.7 | $8.9M | 7.4k | 1199.42 |
|
|
| Microsoft Corporation (MSFT) | 0.5 | $6.8M | -14% | 18k | 373.02 |
|
| Spdr Index Shs Fds St Str Po Ex Etf (SPDW) | 0.5 | $6.3M | +11% | 126k | 50.39 |
|
| Ishares Msci Gbl Min Vol (ACWV) | 0.5 | $5.9M | 49k | 120.23 |
|
|
| Amazon (AMZN) | 0.5 | $5.8M | -9% | 24k | 238.34 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $5.5M | -14% | 16k | 357.38 |
|
| Broadcom (AVGO) | 0.4 | $4.6M | -16% | 12k | 377.75 |
|
| Micron Technology (MU) | 0.4 | $4.5M | -2% | 3.9k | 1154.29 |
|
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.3 | $4.4M | 177k | 24.66 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.3 | $4.1M | NEW | 26k | 161.54 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $3.9M | +6% | 12k | 327.34 |
|
| Spdr Index Shs Fds St Str Msci Wld (QWLD) | 0.3 | $3.6M | 24k | 151.91 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $3.3M | 33k | 98.98 |
|
|
| Wal-Mart Stores (WMT) | 0.2 | $2.9M | 26k | 113.26 |
|
|
| Ge Aerospace Com New (GE) | 0.2 | $2.6M | +3% | 7.1k | 373.73 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $2.5M | 3.4k | 746.80 |
|
|
| J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) | 0.2 | $2.4M | +2% | 51k | 48.35 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.2 | $2.4M | 15k | 163.67 |
|
|
| Cisco Systems (CSCO) | 0.2 | $2.3M | 20k | 117.46 |
|
|
| Tesla Motors (TSLA) | 0.2 | $2.3M | +13% | 5.4k | 420.60 |
|
| Johnson & Johnson (JNJ) | 0.2 | $2.2M | 8.8k | 253.97 |
|
|
| Applied Materials (AMAT) | 0.2 | $2.2M | +3% | 3.1k | 722.91 |
|
| Meta Platforms Cl A (META) | 0.2 | $2.2M | -27% | 3.9k | 563.34 |
|
| Lam Research Corp Com New (LRCX) | 0.2 | $2.2M | 5.1k | 433.33 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $2.1M | +18% | 4.2k | 500.39 |
|
| Ge Vernova (GEV) | 0.2 | $2.1M | +5% | 1.7k | 1174.86 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.2 | $2.0M | 20k | 100.81 |
|
|
| Kla Corp Com New (KLAC) | 0.2 | $2.0M | +920% | 6.6k | 301.70 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.2 | $1.9M | -2% | 12k | 156.97 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.9M | +9% | 5.5k | 353.32 |
|
| Spdr Index Shs Fds St Port Mark Etf (SPEM) | 0.2 | $1.9M | +10% | 37k | 51.78 |
|
| Lakeland Financial Corporation (LKFN) | 0.2 | $1.9M | -52% | 31k | 61.72 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $1.7M | +2% | 13k | 136.72 |
|
| Targa Res Corp (TRGP) | 0.1 | $1.6M | 6.1k | 268.14 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $1.6M | +820% | 13k | 119.52 |
|
| Jabil Circuit (JBL) | 0.1 | $1.6M | +3% | 4.1k | 385.48 |
|
| Intel Corporation (INTC) | 0.1 | $1.6M | -31% | 11k | 139.63 |
|
| Visa Com Cl A (V) | 0.1 | $1.5M | +31% | 4.5k | 343.06 |
|
| Comfort Systems USA (FIX) | 0.1 | $1.5M | -12% | 767.00 | 1981.95 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $1.5M | -22% | 8.4k | 176.32 |
|
| Advanced Micro Devices (AMD) | 0.1 | $1.4M | -29% | 2.4k | 580.91 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $1.4M | -34% | 2.7k | 513.55 |
|
| Western Digital (WDC) | 0.1 | $1.3M | -37% | 2.1k | 638.72 |
|
| Norfolk Southern (NSC) | 0.1 | $1.3M | -9% | 4.2k | 314.59 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $1.3M | 41k | 31.71 |
|
|
| Cummins (CMI) | 0.1 | $1.2M | +7% | 1.8k | 713.21 |
|
| Caterpillar (CAT) | 0.1 | $1.2M | +8% | 1.2k | 1064.66 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.2M | -9% | 3.4k | 368.38 |
|
| Home Depot (HD) | 0.1 | $1.2M | +68% | 3.5k | 352.70 |
|
| Chubb (CB) | 0.1 | $1.2M | 3.4k | 340.74 |
|
|
| J.B. Hunt Transport Services (JBHT) | 0.1 | $1.1M | +5% | 3.8k | 289.43 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $1.1M | +7% | 544.00 | 1989.44 |
|
| Merck & Co (MRK) | 0.1 | $1.1M | 8.3k | 128.50 |
|
|
| Abbvie (ABBV) | 0.1 | $1.0M | +7% | 4.1k | 251.67 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $1.0M | -83% | 15k | 71.25 |
|
| Oracle Corporation (ORCL) | 0.1 | $1.0M | +26% | 7.0k | 146.56 |
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.1 | $1.0M | +7% | 18k | 56.33 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $986k | +26% | 1.4k | 686.93 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $977k | -36% | 1.0k | 935.61 |
|
| Pepsi (PEP) | 0.1 | $936k | -12% | 6.9k | 135.41 |
|
| Centene Corporation (CNC) | 0.1 | $931k | -6% | 15k | 64.19 |
|
| Chevron Corporation (CVX) | 0.1 | $931k | +34% | 5.6k | 165.77 |
|
| Wells Fargo & Company (WFC) | 0.1 | $917k | +73% | 11k | 82.64 |
|
| Edison International (EIX) | 0.1 | $916k | 12k | 74.45 |
|
|
| Citigroup Com New (C) | 0.1 | $907k | +10% | 6.5k | 139.96 |
|
| PNC Financial Services (PNC) | 0.1 | $893k | +8% | 3.6k | 246.22 |
|
| UnitedHealth (UNH) | 0.1 | $884k | -23% | 2.1k | 415.72 |
|
| Aon Shs Cl A (AON) | 0.1 | $884k | +74% | 2.7k | 331.66 |
|
| General Motors Company (GM) | 0.1 | $883k | +5% | 11k | 77.08 |
|
| International Business Machines (IBM) | 0.1 | $872k | +2% | 3.1k | 281.21 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $807k | 14k | 57.62 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $805k | +11% | 1.1k | 736.57 |
|
| PG&E Corporation (PCG) | 0.1 | $793k | +7% | 47k | 16.82 |
|
| Coca-Cola Company (KO) | 0.1 | $792k | +8% | 9.7k | 81.27 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $785k | -5% | 4.6k | 169.88 |
|
| Xcel Energy (XEL) | 0.1 | $757k | +4% | 9.4k | 80.30 |
|
| Blackrock (BLK) | 0.1 | $757k | +33% | 787.00 | 961.68 |
|
| Airbnb Com Cl A (ABNB) | 0.1 | $750k | +20% | 5.2k | 143.10 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $749k | 22k | 33.84 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $743k | +110% | 8.2k | 90.74 |
|
| Illumina (ILMN) | 0.1 | $729k | -11% | 4.1k | 175.83 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $713k | NEW | 739.00 | 965.00 |
|
| Ametek (AME) | 0.1 | $712k | 2.9k | 241.94 |
|
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $706k | +7% | 1.5k | 477.57 |
|
| Valero Energy Corporation (VLO) | 0.1 | $694k | +10% | 2.7k | 260.44 |
|
| Union Pacific Corporation (UNP) | 0.1 | $693k | +2% | 2.5k | 272.04 |
|
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.1 | $691k | -3% | 13k | 53.11 |
|
| Freeport Mcmoran CL B (FCX) | 0.1 | $689k | +12% | 11k | 62.89 |
|
| RPM International (RPM) | 0.1 | $682k | 6.1k | 111.15 |
|
|
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $675k | -8% | 2.0k | 334.82 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $673k | 2.8k | 236.62 |
|
|
| Steel Dynamics (STLD) | 0.1 | $669k | 2.9k | 229.46 |
|
|
| Proshares Tr Ultrpro S&p500 (UPRO) | 0.1 | $665k | 4.7k | 141.79 |
|
|
| Fortinet (FTNT) | 0.1 | $655k | -15% | 4.3k | 153.62 |
|
| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.1 | $653k | 18k | 37.26 |
|
|
| FedEx Corporation (FDX) | 0.1 | $648k | -5% | 2.1k | 313.18 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $642k | +2% | 2.9k | 219.45 |
|
| Wec Energy Group (WEC) | 0.1 | $632k | +4% | 5.4k | 116.77 |
|
| Travelers Companies (TRV) | 0.1 | $630k | +9% | 1.9k | 330.12 |
|
| Bank of America Corporation (BAC) | 0.1 | $629k | +15% | 11k | 56.98 |
|
| Novartis Sponsored Adr (NVS) | 0.1 | $624k | +12% | 4.0k | 156.72 |
|
| Johnson Controls Internation SHS (JCI) | 0.0 | $615k | +13% | 4.2k | 146.11 |
|
| Booking Holdings (BKNG) | 0.0 | $615k | +1669% | 3.5k | 178.24 |
|
| Dell Technologies CL C (DELL) | 0.0 | $603k | 1.4k | 431.46 |
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| Teradyne (TER) | 0.0 | $597k | 1.2k | 483.84 |
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| Procter & Gamble Company (PG) | 0.0 | $594k | -24% | 4.1k | 146.64 |
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| McDonald's Corporation (MCD) | 0.0 | $593k | 2.2k | 270.34 |
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| Incyte Corporation (INCY) | 0.0 | $592k | -2% | 5.2k | 113.36 |
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| Sandisk Corp (SNDK) | 0.0 | $589k | NEW | 259.00 | 2273.73 |
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| Tapestry (TPR) | 0.0 | $588k | -5% | 4.0k | 146.38 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $584k | +9% | 6.1k | 95.09 |
|
| Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) | 0.0 | $575k | -24% | 13k | 44.36 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $568k | 16k | 36.26 |
|
|
| Eversource Energy (ES) | 0.0 | $565k | NEW | 7.8k | 72.27 |
|
| Toll Brothers (TOL) | 0.0 | $561k | +6% | 3.4k | 164.75 |
|
| Delta Air Lines Com New (DAL) | 0.0 | $559k | +4% | 6.0k | 93.66 |
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| MasTec (MTZ) | 0.0 | $555k | 1.3k | 416.06 |
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| Banco Santander Sa Adr (SAN) | 0.0 | $549k | +12% | 40k | 13.80 |
|
| Corning Incorporated (GLW) | 0.0 | $545k | 2.1k | 255.43 |
|
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| Altria (MO) | 0.0 | $544k | +4% | 7.6k | 71.95 |
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| Analog Devices (ADI) | 0.0 | $542k | +13% | 1.4k | 397.17 |
|
| Verisign (VRSN) | 0.0 | $539k | +46% | 2.1k | 251.56 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $536k | 4.9k | 110.15 |
|
|
| Phillips 66 (PSX) | 0.0 | $536k | +22% | 3.2k | 169.03 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $534k | +35% | 2.8k | 189.74 |
|
| Waste Connections (WCN) | 0.0 | $522k | NEW | 3.1k | 166.69 |
|
| Natera (NTRA) | 0.0 | $506k | +8% | 1.9k | 271.45 |
|
| Capital One Financial (COF) | 0.0 | $504k | +26% | 2.5k | 200.62 |
|
| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 0.0 | $503k | +11% | 25k | 19.89 |
|
| At&t (T) | 0.0 | $503k | +4% | 24k | 20.70 |
|
| Ralph Lauren Corp Cl A (RL) | 0.0 | $502k | -3% | 1.3k | 401.41 |
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| Cincinnati Financial Corporation (CINF) | 0.0 | $500k | 2.7k | 185.14 |
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| Netflix (NFLX) | 0.0 | $500k | -21% | 7.0k | 71.40 |
|
| Marvell Technology (MRVL) | 0.0 | $495k | NEW | 1.7k | 297.89 |
|
| Technipfmc (FTI) | 0.0 | $495k | 7.5k | 66.30 |
|
|
| Citizens Financial (CFG) | 0.0 | $495k | +6% | 7.1k | 70.07 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $494k | -8% | 4.2k | 116.67 |
|
| Dimensional Etf Trust Us Larg Valu Etf (DFLV) | 0.0 | $494k | 13k | 39.54 |
|
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| Mizuho Financial Group Sponsored Adr (MFG) | 0.0 | $493k | +9% | 52k | 9.58 |
|
| Trane Technologies SHS (TT) | 0.0 | $488k | +21% | 994.00 | 491.16 |
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $487k | -7% | 5.9k | 82.84 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $486k | +1768% | 5.6k | 86.14 |
|
| Snowflake Com Shs (SNOW) | 0.0 | $484k | -55% | 1.9k | 254.50 |
|
| Goldman Sachs (GS) | 0.0 | $483k | +7% | 477.00 | 1012.05 |
|
| Stryker Corporation (SYK) | 0.0 | $482k | -13% | 1.5k | 314.84 |
|
| State Street Corporation (STT) | 0.0 | $481k | +3% | 2.8k | 169.60 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $473k | 1.4k | 342.83 |
|
|
| Halliburton Company (HAL) | 0.0 | $473k | +2% | 14k | 33.95 |
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $470k | -37% | 3.5k | 132.83 |
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| Hldgs (UAL) | 0.0 | $469k | 3.4k | 135.99 |
|
|
| Molina Healthcare (MOH) | 0.0 | $467k | -3% | 2.0k | 228.70 |
|
| Hf Sinclair Corp (DINO) | 0.0 | $457k | 6.6k | 69.65 |
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| Synopsys (SNPS) | 0.0 | $455k | NEW | 1.0k | 446.07 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $452k | -13% | 1.5k | 298.07 |
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| Ishares Tr Yld Optim Bd (BYLD) | 0.0 | $451k | 20k | 22.65 |
|
|
| Synchrony Financial (SYF) | 0.0 | $449k | +6% | 5.9k | 76.05 |
|
| Philip Morris International (PM) | 0.0 | $447k | +17% | 2.5k | 180.91 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $447k | 3.3k | 136.68 |
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|
| Natwest Group Spons Adr (NWG) | 0.0 | $442k | +8% | 25k | 17.63 |
|
| Danaher Corporation (DHR) | 0.0 | $439k | -16% | 2.3k | 190.48 |
|
| Gilead Sciences (GILD) | 0.0 | $438k | -2% | 3.5k | 126.35 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $435k | -4% | 867.00 | 501.60 |
|
| TJX Companies (TJX) | 0.0 | $435k | +5% | 2.9k | 151.50 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $435k | -2% | 853.00 | 509.68 |
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.0 | $435k | 618.00 | 703.34 |
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| Arcelormittal Sa Luxembourg Ny Registry Sh (MT) | 0.0 | $433k | +9% | 7.2k | 60.22 |
|
| Equinix (EQIX) | 0.0 | $427k | +22% | 410.00 | 1042.39 |
|
| Copart (CPRT) | 0.0 | $420k | -12% | 15k | 28.19 |
|
| Metropcs Communications (TMUS) | 0.0 | $419k | +73% | 2.5k | 167.73 |
|
| Eaton Corp SHS (ETN) | 0.0 | $416k | 976.00 | 426.12 |
|
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| Evergy (EVRG) | 0.0 | $413k | +13% | 4.8k | 86.43 |
|
| Verisk Analytics (VRSK) | 0.0 | $412k | -10% | 2.3k | 179.53 |
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| Zoom Communications Cl A (ZM) | 0.0 | $407k | +3% | 4.7k | 86.31 |
|
| American Water Works (AWK) | 0.0 | $406k | NEW | 3.1k | 131.58 |
|
| Howmet Aerospace (HWM) | 0.0 | $404k | 1.5k | 268.86 |
|
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| General Dynamics Corporation (GD) | 0.0 | $404k | +3% | 1.1k | 354.24 |
|
| United Parcel Svcs CL B (UPS) | 0.0 | $402k | +5% | 3.7k | 107.50 |
|
| Expedia Group Com New (EXPE) | 0.0 | $396k | +17% | 1.5k | 255.88 |
|
| Pfizer (PFE) | 0.0 | $388k | +71% | 16k | 24.08 |
|
| Veeva Sys Cl A Com (VEEV) | 0.0 | $388k | 2.2k | 177.47 |
|
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| Devon Energy Corporation (DVN) | 0.0 | $387k | +11% | 9.4k | 41.32 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $386k | NEW | 4.2k | 91.68 |
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $382k | NEW | 8.5k | 45.11 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $381k | +5% | 3.7k | 103.44 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $380k | -28% | 1.9k | 205.02 |
|
| Barclays Adr (BCS) | 0.0 | $379k | +16% | 14k | 26.86 |
|
| Emcor (EME) | 0.0 | $378k | +8% | 456.00 | 829.88 |
|
| Ishares Tr Global Equity (GLOF) | 0.0 | $377k | 6.4k | 58.81 |
|
|
| 3M Company (MMM) | 0.0 | $376k | +2% | 2.3k | 161.91 |
|
| Target Corporation (TGT) | 0.0 | $374k | +9% | 2.9k | 130.61 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $373k | +293% | 4.6k | 80.57 |
|
| Draftkings Com Cl A (DKNG) | 0.0 | $372k | NEW | 15k | 25.26 |
|
| Invitation Homes (INVH) | 0.0 | $369k | NEW | 12k | 30.21 |
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $369k | +7% | 15k | 25.06 |
|
| Northern Trust Corporation (NTRS) | 0.0 | $368k | +7% | 2.1k | 173.84 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $367k | -4% | 2.7k | 137.51 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $364k | NEW | 477.00 | 763.14 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $363k | +18% | 713.00 | 509.49 |
|
| Linde SHS (LIN) | 0.0 | $362k | -46% | 697.00 | 518.94 |
|
| Ishares Msci World Etf (URTH) | 0.0 | $360k | -74% | 1.8k | 202.62 |
|
| Amkor Technology (AMKR) | 0.0 | $359k | NEW | 4.2k | 86.23 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $358k | -3% | 574.00 | 623.54 |
|
| Verizon Communications (VZ) | 0.0 | $357k | +5% | 8.4k | 42.34 |
|
| Vanguard World Industrial Etf (VIS) | 0.0 | $352k | +25% | 977.00 | 360.38 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $349k | +105% | 2.8k | 124.44 |
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $346k | +31% | 1.0k | 330.46 |
|
| Paychex (PAYX) | 0.0 | $344k | NEW | 3.5k | 98.33 |
|
| Oshkosh Corporation (OSK) | 0.0 | $343k | +30% | 2.2k | 153.48 |
|
| Bank of New York Mellon Corporation (BNY) | 0.0 | $341k | -8% | 2.4k | 144.61 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $341k | 3.7k | 92.27 |
|
|
| Qualcomm (QCOM) | 0.0 | $339k | +13% | 1.8k | 184.84 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $338k | +34% | 19k | 17.73 |
|
| Valley National Ban (VLY) | 0.0 | $335k | +2% | 23k | 14.65 |
|
| Ciena Corp Com New (CIEN) | 0.0 | $333k | -5% | 679.00 | 490.56 |
|
| GSK Sponsored Adr (GSK) | 0.0 | $332k | +4% | 6.3k | 52.42 |
|
| Palo Alto Networks (PANW) | 0.0 | $332k | NEW | 974.00 | 341.02 |
|
| Charter Communications Cl A (CHTR) | 0.0 | $332k | NEW | 2.3k | 142.21 |
|
| National Retail Properties (NNN) | 0.0 | $330k | NEW | 7.1k | 46.53 |
|
| UGI Corporation (UGI) | 0.0 | $329k | +35% | 9.5k | 34.54 |
|
| Wabtec Corporation (WAB) | 0.0 | $327k | 1.2k | 269.60 |
|
|
| Dollar General (DG) | 0.0 | $327k | NEW | 2.8k | 115.11 |
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $325k | +93% | 6.7k | 48.57 |
|
| Ssga Active Etf Tr St Str Total Etf (TOTL) | 0.0 | $325k | +4% | 8.2k | 39.47 |
|
| Walt Disney Company (DIS) | 0.0 | $324k | +4% | 3.4k | 96.24 |
|
| Morgan Stanley Com New (MS) | 0.0 | $323k | NEW | 1.5k | 209.04 |
|
| Nucor Corporation (NUE) | 0.0 | $322k | +3% | 1.4k | 222.75 |
|
| Ferguson Enterprises Common Stock New (FERG) | 0.0 | $319k | 1.3k | 237.33 |
|
|
| Amgen (AMGN) | 0.0 | $318k | +18% | 879.00 | 362.19 |
|
| Exelixis (EXEL) | 0.0 | $316k | 5.8k | 54.41 |
|
|
| Lincoln Electric Holdings (LECO) | 0.0 | $315k | 1.2k | 265.51 |
|
|
| Textron (TXT) | 0.0 | $315k | 3.4k | 91.73 |
|
|
| Ishares Tr Msci Usa Min Etf (USMV) | 0.0 | $314k | +5% | 3.3k | 96.46 |
|
| Allstate Corporation (ALL) | 0.0 | $313k | +4% | 1.3k | 237.87 |
|
| Cloudflare Cl A Com (NET) | 0.0 | $312k | +19% | 1.3k | 245.28 |
|
| Federated Hermes CL B (FHI) | 0.0 | $312k | -9% | 5.7k | 55.22 |
|
| Boeing Company (BA) | 0.0 | $312k | NEW | 1.4k | 216.47 |
|
Past Filings by SYM FINANCIAL Corp
SEC 13F filings are viewable for SYM FINANCIAL Corp going back to 2017
- SYM FINANCIAL Corp 2026 Q2 filed Aug. 4, 2026
- SYM FINANCIAL Corp 2026 Q1 filed May 8, 2026
- SYM FINANCIAL Corp 2025 Q4 filed Feb. 13, 2026
- SYM FINANCIAL Corp 2025 Q3 filed Nov. 3, 2025
- SYM FINANCIAL Corp 2025 Q2 filed Aug. 1, 2025
- SYM FINANCIAL Corp 2025 Q1 filed May 6, 2025
- SYM FINANCIAL Corp 2024 Q4 filed Jan. 24, 2025
- SYM FINANCIAL Corp 2024 Q2 filed Aug. 8, 2024
- SYM FINANCIAL Corp 2024 Q1 filed May 6, 2024
- SYM FINANCIAL Corp 2023 Q4 filed Feb. 6, 2024
- SYM FINANCIAL Corp 2023 Q3 filed Oct. 27, 2023
- SYM FINANCIAL Corp 2023 Q2 filed Aug. 2, 2023
- SYM FINANCIAL Corp 2023 Q1 filed May 2, 2023
- SYM FINANCIAL Corp 2022 Q4 filed Jan. 19, 2023
- SYM FINANCIAL Corp 2022 Q3 filed Oct. 28, 2022
- SYM FINANCIAL Corp 2022 Q2 filed July 19, 2022