Sym Financial Corp Reduced Holdings in Q3 2025

Sym Financial Corp

  • $927 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
USRT
Ishares Core U.S. Reit ETF

ETFs
-93
- 67.39%
$55.64 - $59.37 $5.17K - $5.52K
45 $2K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-191
- 2.42%
$39.58 - $40.74 $7.56K - $7.78K
7.69K $311K
AVGO
Broadcom Inc.

Technology
-2.75K
- 16.52%
$264.74 - $369.57 $729K - $1.02M
13.9K $4.59M
TXN
Texas Instruments Inc

Technology
-7
- 0.46%
N/A
1.5K $291K
VO
Vanguard Mid Cap ETF

ETFs
-60
- 5.02%
$279.83 - $293.74 $16.8K - $17.6K
1.14K $333K
XLV
Select Sector Spdr Fund Health

ETFs
-54
- 3.56%
$129.01 - $139.72 $6.97K - $7.54K
1.46K $203K
Te Connectivity PLC
-417
- 31.33%
N/A
914 $0
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-1
- 0.02%
$50.47 - $50.74 $50.5 - $50.7
4.25K $215K
Ge Vernova Inc
-24
- 1.44%
N/A
1.65K $0
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.4K
- 2.95%
$26.38 - $27.95 $36.8K - $39K
45.9K $1.25M
Lam Research Corp
-1.94K
- 21.33%
N/A
7.16K $0
RGLD
Royal Gold Inc

Basic Materials
-144
- 11.25%
$151.42 - $200.58 $21.8K - $28.9K
1.14K $227K
ACWF
Ishares Msci Global Multifacto

ETFs
-112
- 1.93%
N/A
5.7K $0
Linde PLC
-280
- 18.73%
N/A
1.22K $0
ZM
Zoom Video Communications, Inc.

Technology
-262
- 5.29%
$69.77 - $86.83 $18.3K - $22.7K
4.69K $387K
JCI
Johnson Controls International PLC

Industrials
-122
- 3.29%
$103.24 - $111.73 $12.6K - $13.6K
3.59K $394K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-146
- 4.13%
$62.09 - $66.51 $9.07K - $9.71K
3.39K $220K
IVE
Ishares S&P 500 Value ETF

ETFs
-54
- 4.03%
$194.44 - $206.51 $10.5K - $11.2K
1.29K $265K
QCOM
Qualcomm Inc

Technology
-6
- 0.35%
$145.84 - $173.55 $875 - $1.04K
1.71K $284K
INCY
Incyte Corp

Healthcare
-1.04K
- 15.86%
$67.27 - $86.96 $70K - $90.5K
5.52K $468K
DAL
Delta Air Lines, Inc.

Industrials
-209
- 4.16%
$49.0 - $61.97 $10.2K - $13K
4.82K $273K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-158
- 1.01%
$36.04 - $38.78 $5.69K - $6.13K
15.5K $596K
GM
General Motors CO

Consumer Cyclical
-1.7K
- 13.92%
$48.89 - $61.24 $83.2K - $104K
10.5K $641K
HAL
Halliburton CO

Energy
-949
- 6.31%
$20.5 - $25.11 $19.5K - $23.8K
14.1K $346K
DD
Du Pont De Nemours, Inc.

Basic Materials
-8
- 0.18%
$69.9 - $78.26 $559 - $626
4.45K $346K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-135
- 0.85%
$30.13 - $33.37 $4.07K - $4.5K
15.7K $525K
ACWI
Ishares Msci Acwi ETF

ETFs
-590
- 4.35%
$128.32 - $138.41 $75.7K - $81.7K
13K $1.79M
MTZ
Mastec Inc

Industrials
-40
- 2.92%
$168.23 - $212.81 $6.73K - $8.51K
1.33K $283K
PEP
Pepsico Inc

Consumer Defensive
-69
- 0.9%
$133.81 - $152.16 $9.23K - $10.5K
7.58K $1.06M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-6
- 0.8%
$473.44 - $553.71 $2.84K - $3.32K
745 $407K
CAT
Caterpillar Inc

Industrials
-77
- 7.25%
$390.92 - $477.15 $30.1K - $36.7K
985 $469K
VGT
Vanguard Information Technolog

ETFs
-135
- 6.92%
$656.44 - $753.15 $88.6K - $102K
1.82K $1.36M
UPRO
Proshares Trust Proshares Ultr

ETFs
-346
- 6.74%
$91.26 - $112.39 $31.6K - $38.9K
4.79K $534K
ETSY
Etsy Inc

Consumer Cyclical
-253
- 4.8%
$51.36 - $74.34 $13K - $18.8K
5.02K $333K
VLO
Valero Energy Corp

Energy
-45
- 1.93%
$131.77 - $175.63 $5.93K - $7.9K
2.29K $389K
WMT
Walmart Inc.

Consumer Defensive
-579
- 2.22%
$94.4 - $104.27 $54.7K - $60.4K
25.5K $2.63M
GE
General Electric CO

Industrials
-572
- 8.07%
$244.75 - $305.63 $140K - $175K
6.51K $1.96M
SPY
Spdr S&P 500 ETF Trust

ETFs
-6
- 0.19%
$617.65 - $666.84 $3.71K - $4K
3.22K $2.15M
INTC
Intel Corp

Technology
-2.55K
- 11.05%
$19.31 - $35.5 $49.1K - $90.3K
20.5K $687K
RBLX
Roblox Corp

Communication Services
-259
- 3.32%
$100.65 - $141.56 $26.1K - $36.7K
7.53K $1.04M
HOOD
Robinhood Markets, Inc.

Technology
-358
- 6.42%
$91.27 - $143.18 $32.7K - $51.3K
5.22K $747K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
-11.1K
- 8.12%
$85.31 - $97.03 $944K - $1.07M
125K $11.9M
TSLA
Tesla, Inc.

Consumer Cyclical
-12
- 0.29%
$293.94 - $444.72 $3.53K - $5.34K
4.09K $1.82M
AAPL
Apple Inc.

Technology
-4.53K
- 8.43%
$202.38 - $256.87 $916K - $1.16M
49.2K $12.5M
VTI
Vanguard Total Stock Market Et

ETFs
-6.09K
- 2.35%
$303.93 - $329.86 $1.85M - $2.01M
253K $82.9M
Activity Summary
Buys All Purchases 183 New Holdings 53 Increased Positions 130 Sells All Sells 147 Reductions 146 Sold out 1 Options Calls 2 Puts 0
Track This Portfolio

Track Sym Financial Corp Portfolio

Follow Sym Financial Corp and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sym Financial Corp, based on Form 13F filings with the SEC.

News

Stay updated on Sym Financial Corp with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email