Sym Financial Corporation
Latest statistics and disclosures from SYM FINANCIAL Corp's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFAI, NTSI, VOE, VTI, GOVT, and represent 63.53% of SYM FINANCIAL Corp's stock portfolio.
- Added to shares of these 10 stocks: VXUS, SPDW, VOE, CORP, VTI, JPM, IWS, SCHR, MSFT, DOW.
- Started 100 new stock positions in OZK, FDX, SCHH, ADI, PNC, GWRE, FTEC, THC, FNDF, SMBS.
- Reduced shares in these 10 stocks: AGG (-$11M), DFAI, LQD, , PANW, AMZN, DE, , DHR, CPRT.
- Sold out of its positions in ELV, BKR, BMRN, CCL, QDEL, DHR, DE, DOCU, EOG, FMC.
- SYM FINANCIAL Corp was a net buyer of stock by $23M.
- SYM FINANCIAL Corp has $894M in assets under management (AUM), dropping by 10.08%.
- Central Index Key (CIK): 0000764739
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 csvPortfolio 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 |
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| Wisdomtree Tr Internationl Efi (NTSI) | 11.0 | $98M | 2.4M | 40.99 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 9.7 | $87M | 528k | 164.46 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 8.8 | $79M | 259k | 303.93 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 8.5 | $76M | 3.3M | 22.98 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 2.7 | $24M | 1.0M | 23.83 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 1.9 | $17M | +19% | 244k | 69.09 |
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| Dow (DOW) | 1.6 | $15M | +5% | 549k | 26.48 |
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| NVIDIA Corporation (NVDA) | 1.5 | $13M | +4% | 85k | 157.99 |
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| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 1.3 | $12M | 136k | 85.57 |
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| Microsoft Corporation (MSFT) | 1.3 | $11M | +8% | 23k | 497.42 |
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| Apple (AAPL) | 1.2 | $11M | +6% | 54k | 205.17 |
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| Ishares Tr Core Msci Eafe (IEFA) | 1.0 | $9.3M | 111k | 83.48 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.9 | $7.7M | 60k | 128.52 |
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| Amazon (AMZN) | 0.8 | $6.8M | -6% | 31k | 219.39 |
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| Meta Platforms Cl A (META) | 0.6 | $5.5M | 7.4k | 738.12 |
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| Eli Lilly & Co. (LLY) | 0.5 | $4.8M | +3% | 6.2k | 779.52 |
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| Ishares Msci Gbl Min Vol (ACWV) | 0.5 | $4.7M | 40k | 118.57 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.5 | $4.7M | +2% | 111k | 42.36 |
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| Broadcom (AVGO) | 0.5 | $4.6M | 17k | 275.65 |
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| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.5 | $4.1M | +28% | 164k | 25.03 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $3.7M | +4% | 65k | 57.01 |
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| Spdr Index Shs Fds Msci Wrld Strgic (QWLD) | 0.4 | $3.2M | 24k | 134.88 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $2.9M | +62% | 10k | 289.91 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $2.6M | +4% | 4.7k | 561.90 |
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| Wal-Mart Stores (WMT) | 0.3 | $2.6M | +12% | 26k | 97.78 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $2.4M | -82% | 24k | 99.20 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.3 | $2.3M | NEW | 57k | 40.49 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $2.0M | +26% | 3.2k | 617.85 |
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| Costco Wholesale Corporation (COST) | 0.2 | $1.9M | +8% | 2.0k | 990.03 |
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| J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) | 0.2 | $1.8M | +12% | 38k | 48.62 |
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| Ge Aerospace Com New (GE) | 0.2 | $1.8M | +9% | 7.1k | 257.39 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.8M | +8% | 10k | 176.22 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.2 | $1.7M | -10% | 14k | 128.60 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.2 | $1.7M | 13k | 135.30 |
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| Abbvie (ABBV) | 0.2 | $1.4M | +23% | 7.8k | 185.63 |
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| Oracle Corporation (ORCL) | 0.2 | $1.4M | +69% | 6.6k | 218.64 |
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| Intuit (INTU) | 0.2 | $1.4M | 1.8k | 787.63 |
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| Servicenow (NOW) | 0.2 | $1.4M | -10% | 1.4k | 1028.08 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $1.4M | +7% | 2.8k | 485.77 |
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| Johnson & Johnson (JNJ) | 0.1 | $1.3M | -9% | 8.6k | 152.75 |
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| Tesla Motors (TSLA) | 0.1 | $1.3M | +41% | 4.1k | 317.63 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $1.3M | 2.0k | 663.28 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $1.3M | 47k | 26.50 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $1.2M | 2.3k | 543.41 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $1.2M | +31% | 12k | 100.54 |
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| Lakeland Financial Corporation (LKFN) | 0.1 | $1.2M | 20k | 61.45 |
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| Pimco Etf Tr Inv Grd Crp Bd (CORP) | 0.1 | $1.2M | NEW | 12k | 97.31 |
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| Norfolk Southern (NSC) | 0.1 | $1.2M | +12% | 4.6k | 255.97 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $1.2M | +429% | 8.8k | 132.13 |
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| Booking Holdings (BKNG) | 0.1 | $1.2M | +6% | 199.00 | 5789.24 |
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| Visa Com Cl A (V) | 0.1 | $1.1M | +25% | 3.2k | 355.01 |
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| Targa Res Corp (TRGP) | 0.1 | $1.1M | 6.2k | 174.08 |
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| Agilent Technologies Inc C ommon (A) | 0.1 | $1.1M | +82% | 9.1k | 118.01 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $1.1M | -4% | 10k | 107.80 |
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| Abbott Laboratories (ABT) | 0.1 | $1.1M | +4% | 7.9k | 136.02 |
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| Chipotle Mexican Grill (CMG) | 0.1 | $1.1M | -9% | 19k | 56.15 |
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| UnitedHealth (UNH) | 0.1 | $1.0M | +4% | 3.3k | 312.01 |
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| Veeva Sys Cl A Com (VEEV) | 0.1 | $1.0M | +17% | 3.5k | 287.98 |
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| Pepsi (PEP) | 0.1 | $1.0M | +96% | 7.7k | 132.05 |
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| IDEXX Laboratories (IDXX) | 0.1 | $989k | 1.8k | 536.34 |
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| salesforce (CRM) | 0.1 | $979k | -22% | 3.6k | 272.69 |
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| Netflix (NFLX) | 0.1 | $909k | +2% | 679.00 | 1339.13 |
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| Datadog Cl A Com (DDOG) | 0.1 | $909k | +13% | 6.8k | 134.33 |
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| Amphenol Corp Cl A (APH) | 0.1 | $907k | +19% | 9.2k | 98.75 |
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| Uber Technologies (UBER) | 0.1 | $898k | -7% | 9.6k | 93.30 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $886k | -21% | 9.1k | 97.34 |
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| Jabil Circuit (JBL) | 0.1 | $885k | 4.1k | 218.10 |
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| Ge Vernova (GEV) | 0.1 | $883k | +3% | 1.7k | 529.15 |
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| RPM International (RPM) | 0.1 | $862k | 7.8k | 109.84 |
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| O'reilly Automotive (ORLY) | 0.1 | $827k | +1230% | 9.2k | 90.13 |
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| Roblox Corp Cl A (RBLX) | 0.1 | $820k | 7.8k | 105.20 |
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| Monster Beverage Corp (MNST) | 0.1 | $796k | +89% | 13k | 62.64 |
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| Home Depot (HD) | 0.1 | $792k | +8% | 2.2k | 366.67 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $776k | NEW | 18k | 42.74 |
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| International Business Machines (IBM) | 0.1 | $774k | +5% | 2.6k | 294.78 |
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| Cisco Systems (CSCO) | 0.1 | $768k | +2% | 11k | 69.38 |
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| Amgen (AMGN) | 0.1 | $762k | +30% | 2.7k | 279.23 |
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| Medtronic SHS (MDT) | 0.1 | $759k | -21% | 8.7k | 87.17 |
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| Tapestry (TPR) | 0.1 | $756k | +5% | 8.6k | 87.81 |
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| At&t (T) | 0.1 | $754k | +3% | 26k | 28.94 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $751k | -26% | 1.3k | 567.97 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $736k | +38% | 1.9k | 386.88 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $716k | 3.5k | 204.67 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $713k | +13% | 12k | 60.03 |
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| Procter & Gamble Company (PG) | 0.1 | $708k | +90% | 4.4k | 159.31 |
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| Snowflake Cl A (SNOW) | 0.1 | $707k | +13% | 3.2k | 223.77 |
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| Linde SHS (LIN) | 0.1 | $701k | +4% | 1.5k | 469.18 |
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| Cme (CME) | 0.1 | $689k | 2.5k | 275.62 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $687k | +91% | 3.9k | 177.37 |
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| Transunion (TRU) | 0.1 | $673k | -11% | 7.7k | 88.00 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $671k | NEW | 1.1k | 620.90 |
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| Carlyle Group (CG) | 0.1 | $667k | -13% | 13k | 51.40 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $659k | 23k | 29.21 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $656k | 7.7k | 84.81 |
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| Citigroup Com New (C) | 0.1 | $656k | -6% | 7.7k | 85.12 |
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| Altria (MO) | 0.1 | $649k | +18% | 11k | 58.63 |
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| Merck & Co (MRK) | 0.1 | $641k | +48% | 8.1k | 79.16 |
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| Fortinet (FTNT) | 0.1 | $635k | +3% | 6.0k | 105.72 |
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| Verisign (VRSN) | 0.1 | $629k | +15% | 2.2k | 288.80 |
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| PNC Financial Services (PNC) | 0.1 | $626k | NEW | 3.4k | 186.42 |
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| Xcel Energy (XEL) | 0.1 | $622k | 9.1k | 68.10 |
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| Live Nation Entertainment (LYV) | 0.1 | $616k | -15% | 4.1k | 151.28 |
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| Applied Materials (AMAT) | 0.1 | $613k | +64% | 3.3k | 183.05 |
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| General Motors Company (GM) | 0.1 | $602k | -19% | 12k | 49.21 |
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| Coca-Cola Company (KO) | 0.1 | $594k | 8.4k | 70.75 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $593k | NEW | 11k | 52.76 |
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| Chevron Corporation (CVX) | 0.1 | $586k | +26% | 4.1k | 143.18 |
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| McDonald's Corporation (MCD) | 0.1 | $563k | -12% | 1.9k | 292.13 |
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| 3M Company (MMM) | 0.1 | $562k | -2% | 3.7k | 152.24 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $560k | +7% | 16k | 35.84 |
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| Trane Technologies SHS (TT) | 0.1 | $559k | -3% | 1.3k | 437.41 |
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| Wec Energy Group (WEC) | 0.1 | $555k | +2% | 5.3k | 104.20 |
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| Doordash Cl A (DASH) | 0.1 | $554k | +38% | 2.2k | 246.51 |
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| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.1 | $548k | +25% | 18k | 31.09 |
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| Kla Corp Com New (KLAC) | 0.1 | $535k | -7% | 597.00 | 895.56 |
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| Martin Marietta Materials (MLM) | 0.1 | $533k | +15% | 971.00 | 548.96 |
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| Chubb (CB) | 0.1 | $529k | +50% | 1.8k | 289.72 |
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| Robinhood Mkts Com Cl A (HOOD) | 0.1 | $523k | -2% | 5.6k | 93.63 |
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| Copart (CPRT) | 0.1 | $518k | -37% | 11k | 49.07 |
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| Intel Corporation (INTC) | 0.1 | $516k | +126% | 23k | 22.40 |
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| Cummins (CMI) | 0.1 | $514k | -4% | 1.6k | 327.50 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $507k | -2% | 919.00 | 551.37 |
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| Tyler Technologies (TYL) | 0.1 | $497k | +5% | 838.00 | 592.84 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $495k | -5% | 1.6k | 304.83 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $489k | 2.7k | 182.82 |
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| American Centy Etf Tr Avantis All Eqt (AVGE) | 0.1 | $483k | NEW | 6.2k | 77.48 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $478k | -4% | 16k | 30.14 |
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| Progressive Corporation (PGR) | 0.1 | $476k | +4% | 1.8k | 266.86 |
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| Howmet Aerospace (HWM) | 0.1 | $472k | +2% | 2.5k | 186.13 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $472k | +22% | 3.5k | 136.32 |
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| Proshares Tr Ultrpro S&p500 (UPRO) | 0.1 | $470k | NEW | 5.1k | 91.44 |
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| CarMax (KMX) | 0.1 | $467k | +169% | 7.0k | 67.21 |
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| Bank of America Corporation (BAC) | 0.1 | $461k | -39% | 9.7k | 47.32 |
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| Comfort Systems USA (FIX) | 0.1 | $460k | +29% | 858.00 | 536.21 |
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| Edison International (EIX) | 0.1 | $459k | +49% | 8.9k | 51.60 |
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| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.1 | $448k | +72% | 14k | 31.97 |
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| Incyte Corporation (INCY) | 0.1 | $447k | -5% | 6.6k | 68.10 |
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| Toll Brothers (TOL) | 0.0 | $445k | NEW | 3.9k | 114.13 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $444k | 4.7k | 94.63 |
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| Philip Morris International (PM) | 0.0 | $443k | +30% | 2.4k | 182.13 |
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| Travelers Companies (TRV) | 0.0 | $439k | +3% | 1.6k | 267.54 |
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| Sap Se Spon Adr (SAP) | 0.0 | $439k | +4% | 1.4k | 304.10 |
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| Aon Shs Cl A (AON) | 0.0 | $436k | 1.2k | 356.73 |
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| Illumina (ILMN) | 0.0 | $434k | NEW | 4.6k | 95.41 |
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| Blackrock (BLK) | 0.0 | $432k | +3% | 412.00 | 1048.35 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $429k | 3.9k | 110.09 |
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| Arista Networks Com Shs (ANET) | 0.0 | $427k | -29% | 4.2k | 102.31 |
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| Wells Fargo & Company (WFC) | 0.0 | $422k | +7% | 5.3k | 80.12 |
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| Steel Dynamics (STLD) | 0.0 | $421k | +20% | 3.3k | 127.99 |
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| Walt Disney Company (DIS) | 0.0 | $418k | -6% | 3.4k | 124.02 |
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| Caterpillar (CAT) | 0.0 | $412k | +5% | 1.1k | 388.11 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $411k | NEW | 3.4k | 121.01 |
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| Ishares Tr Yld Optim Bd (BYLD) | 0.0 | $408k | -16% | 18k | 22.61 |
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| Zscaler Incorporated (ZS) | 0.0 | $404k | -3% | 1.3k | 313.94 |
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| Bristol Myers Squibb (BMY) | 0.0 | $397k | -3% | 8.6k | 46.29 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $395k | 4.0k | 99.49 |
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| Johnson Ctls Intl SHS (JCI) | 0.0 | $392k | +46% | 3.7k | 105.62 |
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| Cincinnati Financial Corporation (CINF) | 0.0 | $391k | -2% | 2.6k | 148.92 |
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| Citizens Financial (CFG) | 0.0 | $388k | -3% | 8.7k | 44.75 |
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| Dimensional Etf Trust Us Large Cap Val (DFLV) | 0.0 | $388k | 13k | 31.02 |
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| Zoom Communications Cl A (ZM) | 0.0 | $386k | +9% | 5.0k | 77.98 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $384k | +6% | 479.00 | 801.39 |
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| Apollo Global Mgmt (APO) | 0.0 | $375k | -3% | 2.6k | 141.87 |
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| J.B. Hunt Transport Services (JBHT) | 0.0 | $368k | NEW | 2.6k | 143.60 |
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| Wingstop (WING) | 0.0 | $368k | NEW | 1.1k | 336.74 |
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| Advanced Micro Devices (AMD) | 0.0 | $368k | NEW | 2.6k | 141.90 |
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| American Intl Group Com New (AIG) | 0.0 | $366k | -12% | 4.3k | 85.59 |
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| Devon Energy Corporation (DVN) | 0.0 | $364k | +30% | 11k | 31.81 |
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| Alexandria Real Estate Equities (ARE) | 0.0 | $359k | NEW | 4.9k | 72.63 |
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| Public Storage (PSA) | 0.0 | $359k | NEW | 1.2k | 293.42 |
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| Gilead Sciences (GILD) | 0.0 | $357k | +69% | 3.2k | 110.85 |
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| Texas Roadhouse (TXRH) | 0.0 | $355k | +21% | 1.9k | 187.41 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $351k | NEW | 751.00 | 467.82 |
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| Enterprise Products Partners (EPD) | 0.0 | $343k | NEW | 11k | 31.01 |
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| Paypal Holdings (PYPL) | 0.0 | $342k | +2% | 4.6k | 74.32 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $340k | 600.00 | 566.48 |
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| Manhattan Associates (MANH) | 0.0 | $339k | NEW | 1.7k | 197.47 |
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| Ralph Lauren Corp Cl A (RL) | 0.0 | $337k | -3% | 1.2k | 274.28 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $336k | -8% | 5.5k | 60.79 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $334k | 1.2k | 279.83 |
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| United Parcel Service CL B (UPS) | 0.0 | $333k | +50% | 3.3k | 100.94 |
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| Synchrony Financial (SYF) | 0.0 | $332k | +15% | 5.0k | 66.74 |
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| Capital One Financial (COF) | 0.0 | $332k | NEW | 1.6k | 212.76 |
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| Natera (NTRA) | 0.0 | $331k | +13% | 2.0k | 168.94 |
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| Barclays Adr (BCS) | 0.0 | $330k | -8% | 18k | 18.59 |
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| Cigna Corp (CI) | 0.0 | $330k | +21% | 998.00 | 330.58 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $325k | -28% | 802.00 | 405.67 |
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| Molina Healthcare (MOH) | 0.0 | $325k | +60% | 1.1k | 297.90 |
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| Natwest Group Spons Adr (NWG) | 0.0 | $324k | 23k | 14.15 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $323k | 12k | 26.03 |
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| Ashland (ASH) | 0.0 | $323k | NEW | 6.4k | 50.28 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $321k | 1.5k | 217.33 |
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| Lyft Cl A Com (LYFT) | 0.0 | $321k | NEW | 20k | 15.76 |
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| Verizon Communications (VZ) | 0.0 | $317k | +5% | 7.3k | 43.27 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $316k | +26% | 1.3k | 240.32 |
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| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.0 | $316k | -15% | 7.9k | 40.11 |
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| Zimmer Holdings (ZBH) | 0.0 | $315k | +71% | 3.5k | 91.20 |
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| Valero Energy Corporation (VLO) | 0.0 | $314k | +43% | 2.3k | 134.42 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $313k | 1.5k | 207.62 |
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| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.0 | $311k | +10% | 20k | 15.46 |
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| AutoZone (AZO) | 0.0 | $308k | +36% | 83.00 | 3712.23 |
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| Alnylam Pharmaceuticals (ALNY) | 0.0 | $308k | -6% | 944.00 | 326.09 |
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| Halliburton Company (HAL) | 0.0 | $307k | +54% | 15k | 20.38 |
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| CVS Caremark Corporation (CVS) | 0.0 | $307k | -12% | 4.4k | 68.98 |
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| Dupont De Nemours (DD) | 0.0 | $306k | +62% | 4.5k | 68.59 |
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| Kroger (KR) | 0.0 | $305k | +3% | 4.3k | 71.73 |
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| Waste Management (WM) | 0.0 | $305k | 1.3k | 228.82 |
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| Axis Cap Hldgs SHS (AXS) | 0.0 | $304k | +12% | 2.9k | 103.82 |
|
| Twilio Cl A (TWLO) | 0.0 | $302k | 2.4k | 124.36 |
|
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $302k | NEW | 2.3k | 128.41 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $301k | +14% | 3.3k | 91.24 |
|
| Trimble Navigation (TRMB) | 0.0 | $300k | -6% | 4.0k | 75.98 |
|
| Autodesk (ADSK) | 0.0 | $300k | NEW | 968.00 | 309.57 |
|
| Ferguson Enterprises Common Stock New (FERG) | 0.0 | $295k | NEW | 1.4k | 217.75 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $293k | +72% | 18k | 16.76 |
|
| Msci (MSCI) | 0.0 | $292k | -44% | 507.00 | 576.74 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $292k | -12% | 583.00 | 500.20 |
|
| Eaton Corp SHS (ETN) | 0.0 | $290k | 812.00 | 356.99 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $287k | NEW | 1.3k | 226.49 |
|
| Exelixis (EXEL) | 0.0 | $287k | -10% | 6.5k | 44.08 |
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $284k | +2% | 6.5k | 43.35 |
|
| Ishares Tr Global Equity (GLOF) | 0.0 | $280k | -3% | 5.8k | 48.20 |
|
| Banco Santander Adr (SAN) | 0.0 | $279k | +24% | 34k | 8.30 |
|
| Arrow Electronics (ARW) | 0.0 | $278k | NEW | 2.2k | 127.43 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $278k | 15k | 18.13 |
|
|
| Ecolab (ECL) | 0.0 | $278k | NEW | 1.0k | 269.44 |
|
| FedEx Corporation (FDX) | 0.0 | $274k | NEW | 1.2k | 227.38 |
|
| Qualcomm (QCOM) | 0.0 | $274k | -4% | 1.7k | 159.30 |
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.0 | $273k | -13% | 20k | 13.72 |
|
| Micron Technology (MU) | 0.0 | $272k | NEW | 2.2k | 123.25 |
|
| Evergy (EVRG) | 0.0 | $272k | +2% | 3.9k | 68.93 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $271k | +23% | 585.00 | 463.44 |
|
| Goldman Sachs (GS) | 0.0 | $271k | NEW | 382.00 | 708.34 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $268k | 1.4k | 192.71 |
|
|
| Analog Devices (ADI) | 0.0 | $267k | NEW | 1.1k | 238.02 |
|
| Automatic Data Processing (ADP) | 0.0 | $265k | +6% | 858.00 | 308.48 |
|
| Etsy (ETSY) | 0.0 | $264k | +20% | 5.3k | 50.16 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $264k | 2.8k | 93.87 |
|
|
| Crown Holdings (CCK) | 0.0 | $263k | NEW | 2.6k | 102.98 |
|
| State Street Corporation (STT) | 0.0 | $262k | 2.5k | 106.34 |
|
|
| Atlassian Corporation Cl A (TEAM) | 0.0 | $262k | -6% | 1.3k | 203.09 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $262k | 1.3k | 195.42 |
|
|
| Ishares Msci World Etf (URTH) | 0.0 | $262k | +94% | 1.5k | 169.37 |
|
| Hf Sinclair Corp (DINO) | 0.0 | $261k | NEW | 6.4k | 41.08 |
|
| Nutanix Cl A (NTNX) | 0.0 | $260k | +10% | 3.4k | 76.44 |
|
| Pfizer (PFE) | 0.0 | $260k | -26% | 11k | 24.24 |
|
| Garmin SHS (GRMN) | 0.0 | $260k | -22% | 1.2k | 208.72 |
|
| UGI Corporation (UGI) | 0.0 | $258k | 7.1k | 36.42 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $257k | -68% | 1.3k | 204.64 |
|
| Zoetis Cl A (ZTS) | 0.0 | $257k | +25% | 1.7k | 155.96 |
|
| PIMCO Corporate Opportunity Fund (PTY) | 0.0 | $254k | 18k | 13.91 |
|
|
| First Tr Exchng Traded Fd Vi Confluence Bdc | 0.0 | $254k | NEW | 61k | 4.19 |
|
| Emcor (EME) | 0.0 | $253k | NEW | 472.00 | 534.89 |
|
| Dimensional Etf Trust Intl Small Cap V (DISV) | 0.0 | $252k | -17% | 7.7k | 32.91 |
|
| Hldgs (UAL) | 0.0 | $251k | NEW | 3.2k | 79.63 |
|
| Texas Capital Bancshares (TCBI) | 0.0 | $248k | -14% | 3.1k | 79.40 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $247k | NEW | 5.0k | 49.18 |
|
| Airbnb Com Cl A (ABNB) | 0.0 | $246k | -53% | 1.9k | 132.34 |
|
| Expedia Group Com New (EXPE) | 0.0 | $246k | NEW | 1.5k | 168.68 |
|
| Wabtec Corporation (WAB) | 0.0 | $246k | NEW | 1.2k | 209.35 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $244k | +21% | 10k | 24.44 |
|
| ConocoPhillips (COP) | 0.0 | $242k | -53% | 2.7k | 89.74 |
|
| Concentrix Corp (CNXC) | 0.0 | $239k | +12% | 4.5k | 52.85 |
|
| Mizuho Financial Group Sponsored Adr (MFG) | 0.0 | $239k | -2% | 43k | 5.56 |
|
| Federated Hermes CL B (FHI) | 0.0 | $238k | +2% | 5.4k | 44.32 |
|
| PG&E Corporation (PCG) | 0.0 | $237k | +61% | 17k | 13.94 |
|
| MarketAxess Holdings (MKTX) | 0.0 | $235k | NEW | 1.1k | 223.34 |
|
| MasTec (MTZ) | 0.0 | $234k | NEW | 1.4k | 170.43 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $230k | 3.1k | 73.63 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $229k | -5% | 6.4k | 35.69 |
|
| Lincoln Electric Holdings (LECO) | 0.0 | $229k | NEW | 1.1k | 207.32 |
|
| Ferrari Nv Ord (RACE) | 0.0 | $228k | NEW | 465.00 | 490.74 |
|
| McKesson Corporation (MCK) | 0.0 | $228k | NEW | 311.00 | 732.78 |
|
| Chewy Cl A (CHWY) | 0.0 | $228k | NEW | 5.3k | 42.62 |
|
| Royal Gold (RGLD) | 0.0 | $228k | NEW | 1.3k | 177.84 |
|
| Relx Sponsored Adr (RELX) | 0.0 | $226k | -6% | 4.2k | 54.34 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.0 | $226k | 5.2k | 43.22 |
|
|
| Technipfmc (FTI) | 0.0 | $226k | -17% | 6.6k | 34.44 |
|
| Extra Space Storage (EXR) | 0.0 | $226k | NEW | 1.5k | 147.44 |
|
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.0 | $225k | 7.6k | 29.68 |
|
|
| Western Digital (WDC) | 0.0 | $225k | NEW | 3.5k | 63.99 |
|
| West Pharmaceutical Services (WST) | 0.0 | $225k | +5% | 1.0k | 218.80 |
|
| Lincoln National Corporation (LNC) | 0.0 | $225k | -9% | 6.5k | 34.60 |
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $225k | NEW | 1.3k | 168.68 |
|
| Guidewire Software (GWRE) | 0.0 | $224k | NEW | 952.00 | 235.45 |
|
| Northern Trust Corporation (NTRS) | 0.0 | $223k | NEW | 1.8k | 126.79 |
|
| Textron (TXT) | 0.0 | $221k | NEW | 2.7k | 80.29 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $220k | 1.5k | 147.52 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $219k | +537% | 3.5k | 62.02 |
|
| Vanguard World Industrial Etf (VIS) | 0.0 | $219k | 781.00 | 280.07 |
|
|
| Raytheon Technologies Corp (RTX) | 0.0 | $216k | NEW | 1.5k | 146.04 |
|
| Iqvia Holdings (IQV) | 0.0 | $216k | NEW | 1.4k | 157.59 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $215k | 4.2k | 50.68 |
|
|
| Bank Ozk (OZK) | 0.0 | $215k | NEW | 4.6k | 47.06 |
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $214k | +24% | 14k | 15.37 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $213k | NEW | 419.00 | 509.31 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $213k | -49% | 711.00 | 298.89 |
|
| Centene Corporation (CNC) | 0.0 | $212k | -30% | 3.9k | 54.28 |
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $211k | -39% | 791.00 | 266.34 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $209k | +57500% | 1.2k | 181.74 |
|
| Entergy Corporation (ETR) | 0.0 | $208k | 2.5k | 83.12 |
|
|
| Phillips 66 (PSX) | 0.0 | $207k | NEW | 1.7k | 119.27 |
|
| Sba Communications Corp Cl A (SBAC) | 0.0 | $207k | NEW | 880.00 | 234.84 |
|
| Nextera Energy (NEE) | 0.0 | $206k | NEW | 3.0k | 69.42 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $206k | -8% | 869.00 | 236.93 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $204k | 1.5k | 134.79 |
|
|
| Tenet Healthcare Corp Com New (THC) | 0.0 | $204k | NEW | 1.2k | 176.00 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $202k | NEW | 1.9k | 107.41 |
|
| Draftkings Com Cl A (DKNG) | 0.0 | $201k | -31% | 4.7k | 42.89 |
|
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.0 | $200k | NEW | 5.1k | 39.66 |
|
| Valley National Ban (VLY) | 0.0 | $198k | -15% | 22k | 8.93 |
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.0 | $194k | 2.3k | 84.06 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $172k | 679.00 | 253.23 |
|
|
| Wendy's/arby's Group (WEN) | 0.0 | $170k | NEW | 15k | 11.42 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $170k | 1.3k | 135.04 |
|
|
| Amcor Ord (AMCR) | 0.0 | $162k | NEW | 18k | 9.19 |
|
| Cnh Indl N V SHS (CNH) | 0.0 | $158k | -27% | 12k | 12.96 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $155k | +194% | 353.00 | 438.40 |
|
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.0 | $147k | -3% | 1.0k | 141.69 |
|
| Zoominfo Technologies Common Stock (GTM) | 0.0 | $144k | NEW | 14k | 10.12 |
|
| Proshares Tr Ultrapro Qqq (TQQQ) | 0.0 | $144k | NEW | 1.7k | 83.00 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.0 | $141k | -65% | 1.3k | 110.42 |
|
| Huntsman Corporation (HUN) | 0.0 | $139k | -21% | 13k | 10.42 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $137k | +92% | 5.6k | 24.54 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $124k | +94% | 1.1k | 109.26 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $121k | 4.3k | 28.05 |
|
|
| DNP Select Income Fund (DNP) | 0.0 | $120k | +2% | 12k | 9.79 |
|
| Finvolution Group Sponsored Ads (FINV) | 0.0 | $119k | -3% | 13k | 9.48 |
|
| Ford Motor Company (F) | 0.0 | $119k | NEW | 11k | 10.85 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $117k | 1.1k | 108.53 |
|
|
| Vanguard World Financials Etf (VFH) | 0.0 | $114k | 899.00 | 127.30 |
|
|
| Ishares Msci Emrg Chn (EMXC) | 0.0 | $110k | 1.7k | 63.14 |
|
|
| Snap Cl A (SNAP) | 0.0 | $109k | -21% | 13k | 8.69 |
|
| Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) | 0.0 | $104k | 2.0k | 51.99 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $102k | 527.00 | 194.23 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $101k | 237.00 | 425.16 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $98k | 500.00 | 195.01 |
|
|
| Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) | 0.0 | $95k | NEW | 11k | 8.48 |
|
| Ishares Tr Us Consm Staples (IYK) | 0.0 | $94k | 1.3k | 70.48 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $94k | 676.00 | 138.71 |
|
|
| Nomura Hldgs Sponsored Adr (NMR) | 0.0 | $92k | -13% | 14k | 6.58 |
|
| J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) | 0.0 | $87k | -34% | 1.5k | 56.41 |
|
| Ishares Tr Us Sml Cap Eqt (SMLF) | 0.0 | $84k | 1.2k | 67.95 |
|
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.0 | $84k | 1.2k | 67.02 |
|
|
| Ishares Tr International Sl (ISCF) | 0.0 | $82k | +9% | 2.1k | 38.77 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $79k | 453.00 | 173.45 |
|
|
| Schwab Strategic Tr Fundamental Emer (FNDE) | 0.0 | $76k | +114% | 2.3k | 33.01 |
|
| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $72k | +13% | 24k | 3.02 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $70k | 246.00 | 285.85 |
|
|
| Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) | 0.0 | $67k | NEW | 716.00 | 93.76 |
|
| Gabelli Equity Trust (GAB) | 0.0 | $67k | +2% | 12k | 5.82 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $62k | 1.2k | 52.37 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $60k | 178.00 | 338.68 |
|
|
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $60k | +8% | 12k | 5.18 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $58k | +30% | 14k | 4.25 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $57k | -27% | 266.00 | 215.79 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.0 | $57k | NEW | 625.00 | 91.10 |
|
| J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) | 0.0 | $54k | 843.00 | 64.13 |
|
|
| Fidelity Covington Trust Msci Finls Idx (FNCL) | 0.0 | $52k | NEW | 700.00 | 74.04 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $50k | +89% | 1.2k | 42.84 |
|
| Fidelity Covington Trust Msci Consm Dis (FDIS) | 0.0 | $49k | NEW | 524.00 | 94.11 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $47k | 250.00 | 188.64 |
|
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.0 | $47k | 508.00 | 92.10 |
|
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $46k | NEW | 1.2k | 40.02 |
|
| Schwab Strategic Tr 5 10yr Corp Bd (SCHI) | 0.0 | $42k | NEW | 1.9k | 22.76 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $38k | 894.00 | 42.28 |
|
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $37k | NEW | 725.00 | 51.02 |
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.0 | $36k | NEW | 1.3k | 28.65 |
|
| Schwab Strategic Tr Mortgage Backed (SMBS) | 0.0 | $35k | NEW | 1.4k | 25.47 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $35k | NEW | 1.6k | 22.10 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.0 | $32k | 442.00 | 71.26 |
|
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $30k | 371.00 | 80.65 |
|
|
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.0 | $30k | NEW | 468.00 | 63.90 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $30k | -18% | 334.00 | 89.39 |
|
| Fidelity Covington Trust Msci Indl Indx (FIDU) | 0.0 | $28k | NEW | 365.00 | 77.53 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $28k | NEW | 1.1k | 25.30 |
|
| Ishares Tr Global Mater Etf (MXI) | 0.0 | $25k | 296.00 | 85.36 |
|
|
| Ishares Tr Global Energ Etf (IXC) | 0.0 | $25k | 627.00 | 39.29 |
|
|
| Wisdomtree Tr Us Efficient Cor (NTSX) | 0.0 | $24k | -20% | 470.00 | 50.09 |
|
| Ishares Tr Global Reit Etf (REET) | 0.0 | $23k | -32% | 948.00 | 24.70 |
|
| Ishares Tr Glob Hlthcre Etf (IXJ) | 0.0 | $21k | 247.00 | 86.09 |
|
|
| Schwab Strategic Tr Fundamental Intl (FNDC) | 0.0 | $21k | NEW | 499.00 | 42.05 |
|
| Fidelity Covington Trust Consmr Staples (FSTA) | 0.0 | $20k | NEW | 395.00 | 51.17 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $20k | 83.00 | 239.40 |
|
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $20k | NEW | 100.00 | 197.22 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $18k | NEW | 200.00 | 90.98 |
|
| Ishares Tr Mrgstr Md Cp Etf (IMCB) | 0.0 | $18k | NEW | 228.00 | 79.66 |
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $18k | NEW | 415.00 | 42.59 |
|
| Vanguard Admiral Fds Midcp 400 Val (IVOV) | 0.0 | $17k | NEW | 178.00 | 95.47 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $16k | 254.00 | 63.71 |
|
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $16k | 127.00 | 126.51 |
|
|
| Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) | 0.0 | $16k | NEW | 138.00 | 114.43 |
|
| Dimensional Etf Trust Global Sustaina (DFSB) | 0.0 | $16k | 299.00 | 52.43 |
|
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $13k | 54.00 | 246.19 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $12k | 67.00 | 176.75 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $12k | 239.00 | 49.51 |
|
|
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $12k | 134.00 | 87.81 |
|
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.0 | $12k | +1303% | 435.00 | 26.67 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $11k | 200.00 | 56.85 |
|
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $11k | 138.00 | 81.66 |
|
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $9.2k | NEW | 435.00 | 21.16 |
|
| Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) | 0.0 | $7.9k | 82.00 | 95.83 |
|
|
| Ishares Tr Cre U S Reit Etf (USRT) | 0.0 | $7.8k | -62% | 138.00 | 56.56 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $6.9k | 85.00 | 80.96 |
|
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $6.7k | NEW | 86.00 | 77.56 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $4.9k | -99% | 45.00 | 109.60 |
|
| Dimensional Etf Trust Us Sustainabilty (DFSU) | 0.0 | $4.7k | 120.00 | 39.25 |
|
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.0 | $3.8k | NEW | 101.00 | 37.86 |
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $3.6k | 86.00 | 41.42 |
|
|
| Fidelity Covington Trust Msci Utils Index (FUTY) | 0.0 | $3.2k | NEW | 61.00 | 52.61 |
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $2.6k | NEW | 25.00 | 104.48 |
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.0 | $2.5k | NEW | 50.00 | 49.64 |
|
| Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) | 0.0 | $2.3k | 52.00 | 44.13 |
|
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $1.4k | NEW | 25.00 | 56.48 |
|
| Ishares Tr Mbs Etf (MBB) | 0.0 | $845.000100 | NEW | 9.00 | 93.89 |
|
| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 0.0 | $520.000000 | NEW | 4.00 | 130.00 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $477.000000 | -28% | 5.00 | 95.40 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $472.000000 | 5.00 | 94.40 |
|
|
| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.0 | $230.000000 | NEW | 5.00 | 46.00 |
|
Past Filings by SYM FINANCIAL Corp
SEC 13F filings are viewable for SYM FINANCIAL Corp going back to 2017
- 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
- SYM FINANCIAL Corp 2022 Q1 filed April 22, 2022
- SYM FINANCIAL Corp 2021 Q4 filed Feb. 3, 2022
- SYM FINANCIAL Corp 2021 Q3 filed Oct. 15, 2021
- SYM FINANCIAL Corp 2021 Q2 filed July 20, 2021