Sym Financial Corp Top Holdings and 13F Report (2025) About Sym Financial CorpInvestment ActivitySym Financial Corp has $893.46 million in total holdings as of June 30, 2025.Sym Financial Corp owns shares of 420 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 5.66% of the portfolio was purchased this quarter.About 3.14% of the portfolio was sold this quarter.This quarter, Sym Financial Corp has purchased 352 new stocks and bought additional shares in 158 stocks.Sym Financial Corp sold shares of 104 stocks and completely divested from 32 stocks this quarter.Largest Holdings Dimensional International Core Equity Market ETF $228,665,297WisdomTree International Efficient Core Fund $97,913,796Vanguard Mid-Cap Value ETF $86,903,717Vanguard Total Stock Market ETF $78,636,847iShares U.S. Treasury Bond ETF $75,504,872 Largest New Holdings this Quarter 78463X889 - SPDR Portfolio Developed World ex-US ETF $2,299,913 Holding72201R817 - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund $1,201,097 Holding78463X509 - SPDR Portfolio Emerging Markets ETF $775,816 Holding464287200 - iShares Core S&P 500 ETF $670,572 Holding693475105 - The PNC Financial Services Group $626,371 Holding Largest Purchases this Quarter Vanguard Total International Stock ETF 40,290 shares (about $2.78M)SPDR Portfolio Developed World ex-US ETF 56,802 shares (about $2.30M)Vanguard Mid-Cap Value ETF 8,640 shares (about $1.42M)PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 12,343 shares (about $1.20M)Vanguard Total Stock Market ETF 3,785 shares (about $1.15M) Largest Sales this Quarter iShares Core U.S. Aggregate Bond ETF 109,205 shares (about $10.83M)Dimensional International Core Equity Market ETF 56,639 shares (about $1.96M)iShares iBoxx $ Investment Grade Corporate Bond ETF 11,291 shares (about $1.24M)Palo Alto Networks 2,789 shares (about $570.74K)Amazon.com 2,073 shares (about $454.79K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSym Financial Corp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFAIDimensional International Core Equity Market ETF$228,665,297$1,958,010 ▼-0.8%6,614,55925.6%ETFNTSIWisdomTree International Efficient Core Fund$97,913,796$269,140 ▲0.3%2,388,72411.0%FinanceVOEVanguard Mid-Cap Value ETF$86,903,717$1,420,933 ▲1.7%528,4199.7%ETFVTIVanguard Total Stock Market ETF$78,636,847$1,150,377 ▲1.5%258,7338.8%ETFGOVTiShares U.S. Treasury Bond ETF$75,504,872$561,355 ▲0.7%3,285,6788.5%ETFSCHBSchwab US Broad Market ETF$24,348,898$458,036 ▲1.9%1,021,7752.7%ETFVXUSVanguard Total International Stock ETF$16,878,342$2,783,636 ▲19.7%244,2951.9%ETFDOWDOW$14,534,687$796,651 ▲5.8%548,8931.6%Basic MaterialsNVDANVIDIA$13,421,136$593,570 ▲4.6%84,9491.5%Computer and TechnologyVIOVVanguard S&P Small-Cap 600 Value ETF$11,657,886$60,669 ▲0.5%136,2381.3%ETFMSFTMicrosoft$11,408,802$870,981 ▲8.3%22,9361.3%Computer and TechnologyAAPLApple$11,023,410$703,120 ▲6.8%53,7281.2%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$9,257,2640.0%110,8921.0%ETFVTVanguard Total World Stock ETF$7,739,019$131,991 ▲1.7%60,2160.9%ETFAMZNAmazon.com$6,751,693$454,793 ▼-6.3%30,7750.8%Retail/WholesaleMETAMeta Platforms$5,463,586$6,643 ▲0.1%7,4020.6%Computer and TechnologyLLYEli Lilly and Company$4,798,736$166,818 ▲3.6%6,1560.5%MedicalACWViShares MSCI Global Min Vol Factor ETF$4,720,272$85,015 ▲1.8%39,8100.5%ETFDFAUDimensional US Core Equity Market ETF$4,688,701$104,883 ▲2.3%110,6870.5%ETFAVGOBroadcom$4,591,254$45,207 ▲1.0%16,6560.5%Computer and TechnologySCHRSchwab Intermediate-Term U.S. Treasury ETF$4,096,410$902,932 ▲28.3%163,6600.5%ETFVEAVanguard FTSE Developed Markets ETF$3,680,085$159,798 ▲4.5%64,5520.4%ETFQWLDSPDR MSCI World StrategicFactors ETF$3,183,130$30,887 ▼-1.0%23,6000.4%ETFJPMJPMorgan Chase & Co.$2,930,460$1,126,030 ▲62.4%10,1080.3%FinanceMAMastercard$2,624,630$117,999 ▲4.7%4,6710.3%Business ServicesWMTWalmart$2,553,299$288,545 ▲12.7%26,1130.3%Retail/WholesaleAGGiShares Core U.S. Aggregate Bond ETF$2,375,146$10,833,138 ▼-82.0%23,9430.3%FinanceSPDWSPDR Portfolio Developed World ex-US ETF$2,299,913$2,299,913 ▲New Holding56,8020.3%ETFSPYSPDR S&P 500 ETF Trust$1,993,816$423,848 ▲27.0%3,2270.2%FinanceCOSTCostco Wholesale$1,931,544$154,444 ▲8.7%1,9510.2%Retail/WholesaleJPIBJPMorgan International Bond Opportunities ETF$1,843,768$201,092 ▲12.2%37,9220.2%ETFGEGE Aerospace$1,823,356$159,582 ▲9.6%7,0840.2%AerospaceGOOGLAlphabet$1,815,463$146,971 ▲8.8%10,3020.2%Computer and TechnologyACWIiShares MSCI ACWI ETF$1,742,787$199,973 ▼-10.3%13,5520.2%ManufacturingESGUiShares ESG Aware MSCI USA ETF$1,729,8110.0%12,7850.2%ManufacturingABBVAbbVie$1,438,599$274,540 ▲23.6%7,7500.2%MedicalORCLOracle$1,437,344$588,143 ▲69.3%6,5740.2%Computer and TechnologyINTUIntuit$1,402,769$17,328 ▼-1.2%1,7810.2%Computer and TechnologyNOWServiceNow$1,387,908$163,465 ▼-10.5%1,3500.2%Computer and TechnologyBRK.BBerkshire Hathaway$1,369,871$100,069 ▲7.9%2,8200.2%FinanceJNJJohnson & Johnson$1,315,504$144,657 ▼-9.9%8,6120.1%MedicalTSLATesla$1,303,544$385,282 ▲42.0%4,1040.1%Auto/Tires/TrucksVGTVanguard Information Technology ETF$1,294,0590.0%1,9510.1%ETFSCHDSchwab US Dividend Equity ETF$1,252,6020.0%47,2680.1%ETFISRGIntuitive Surgical$1,243,322$14,672 ▲1.2%2,2880.1%MedicalMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$1,239,337$295,885 ▲31.4%12,3270.1%ETFLKFNLakeland Financial$1,216,464$9,095 ▲0.8%19,7960.1%FinanceCORPPIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund$1,201,097$1,201,097 ▲New Holding12,3430.1%ETFNSCNorfolk Southern$1,171,063$127,985 ▲12.3%4,5750.1%TransportationIWSiShares Russell Mid-Cap Value ETF$1,163,164$943,427 ▲429.3%8,8030.1%ETFBKNGBooking$1,152,059$75,260 ▲7.0%1990.1%Retail/WholesaleVVisa$1,123,956$226,495 ▲25.2%3,1660.1%Business ServicesTRGPTarga Resources$1,082,081$9,400 ▼-0.9%6,2160.1%EnergyAAgilent Technologies$1,079,319$488,915 ▲82.8%9,1460.1%MedicalXOMExxon Mobil$1,073,103$50,987 ▼-4.5%9,9550.1%EnergyABTAbbott Laboratories$1,071,687$48,150 ▲4.7%7,8790.1%MedicalCMGChipotle Mexican Grill$1,054,497$112,132 ▼-9.6%18,7800.1%Retail/WholesaleUNHUnitedHealth Group$1,034,316$48,986 ▲5.0%3,3150.1%MedicalVEEVVeeva Systems$1,011,674$148,886 ▲17.3%3,5130.1%MedicalPEPPepsiCo$1,010,170$496,766 ▲96.8%7,6500.1%Consumer StaplesIDXXIDEXX Laboratories$989,011$19,308 ▼-1.9%1,8440.1%MedicalCRMSalesforce$979,230$288,506 ▼-22.8%3,5910.1%Computer and TechnologyNFLXNetflix$909,269$18,748 ▲2.1%6790.1%Consumer DiscretionaryDDOGDatadog$908,877$107,464 ▲13.4%6,7660.1%Computer and TechnologyAPHAmphenol$906,920$150,001 ▲19.8%9,1840.1%Computer and TechnologyUBERUber Technologies$897,733$70,068 ▼-7.2%9,6220.1%Computer and TechnologyLAM RESEARCH CORP$886,086$249,482 ▼-22.0%9,1030.1%COM NEWJBLJabil$884,614$1,963 ▼-0.2%4,0560.1%Computer and TechnologyGE VERNOVA INC$883,151$30,162 ▲3.5%1,6690.1%COMRPMRPM International$861,805$1,208 ▲0.1%7,8460.1%Basic MaterialsORLYO'Reilly Automotive$827,393$765,203 ▲1,230.4%9,1800.1%Retail/WholesaleRBLXRoblox$819,824$12,414 ▼-1.5%7,7930.1%Consumer DiscretionaryMNSTMonster Beverage$795,465$376,779 ▲90.0%12,6990.1%Consumer StaplesHDHome Depot$792,000$61,600 ▲8.4%2,1600.1%Retail/WholesaleSPEMSPDR Portfolio Emerging Markets ETF$775,816$775,816 ▲New Holding18,1520.1%ETFIBMInternational Business Machines$773,798$38,321 ▲5.2%2,6250.1%Computer and TechnologyCSCOCisco Systems$767,476$18,594 ▲2.5%11,0620.1%Computer and TechnologyAMGNAmgen$762,012$177,589 ▲30.4%2,7290.1%MedicalMDTMedtronic$758,778$206,321 ▼-21.4%8,7050.1%MedicalTPRTapestry$756,220$39,866 ▲5.6%8,6120.1%Retail/WholesaleTAT&T$754,337$26,798 ▲3.7%26,0660.1%Computer and TechnologyVOOVanguard S&P 500 ETF$751,428$265,243 ▼-26.1%1,3230.1%ETFADBEAdobe$735,846$205,820 ▲38.8%1,9020.1%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$715,936$12,280 ▼-1.7%3,4980.1%ETFIEMGiShares Core MSCI Emerging Markets ETF$712,556$86,503 ▲13.8%11,8700.1%ETFPGProcter & Gamble$708,152$337,109 ▲90.9%4,4450.1%Consumer StaplesSNOWSnowflake$706,666$81,676 ▲13.1%3,1580.1%Computer and TechnologyLINDE PLC$701,424$32,843 ▲4.9%1,4950.1%SHSCMECME Group$688,499$9,095 ▲1.3%2,4980.1%FinanceGOOGAlphabet$686,779$327,604 ▲91.2%3,8720.1%Computer and TechnologyTRUTransUnion$673,200$88,088 ▼-11.6%7,6500.1%Business ServicesIVViShares Core S&P 500 ETF$670,572$670,572 ▲New Holding1,0800.1%ETFCGCarlyle Group$667,429$103,879 ▼-13.5%12,9850.1%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$658,8610.0%22,5560.1%ETFXLEEnergy Select Sector SPDR Fund$656,411$594 ▲0.1%7,7400.1%ETFCCitigroup$656,275$45,199 ▼-6.4%7,7100.1%Financial ServicesMOAltria Group$648,917$99,730 ▲18.2%11,0680.1%Consumer StaplesMRKMerck & Co., Inc.$640,926$208,180 ▲48.1%8,0970.1%MedicalFTNTFortinet$634,637$20,404 ▲3.3%6,0030.1%Computer and TechnologyVRSNVeriSign$628,718$86,640 ▲16.0%2,1770.1%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
