Sym Financial Corp Top Holdings and 13F Report (2025) About Sym Financial CorpInvestment ActivitySym Financial Corp has $773.55 million in total holdings as of December 31, 2024.Sym Financial Corp owns shares of 333 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 15.06% of the portfolio was purchased this quarter.About 5.06% of the portfolio was sold this quarter.This quarter, Sym Financial Corp has purchased 263 new stocks and bought additional shares in 142 stocks.Sym Financial Corp sold shares of 44 stocks and completely divested from 31 stocks this quarter.Largest Holdings Dimensional International Core Equity Market ETF $194,137,397WisdomTree International Efficient Core Fund $83,177,704Vanguard Mid-Cap Value ETF $82,306,872iShares U.S. Treasury Bond ETF $70,768,599Vanguard Total Stock Market ETF $68,713,944 Largest New Holdings this Quarter Chipotle Mexican Grill $1,169,639 HoldingIntuit $1,079,135 HoldingCopart $998,069 HoldingTransUnion $949,165 HoldingThe Carlyle Group $900,338 Holding Largest Purchases this Quarter Schwab US Broad Market ETF 521,406 shares (about $11.84M)Dimensional International Core Equity Market ETF 343,875 shares (about $10.04M)Vanguard Total International Stock ETF 137,939 shares (about $8.13M)NVIDIA 46,695 shares (about $6.27M)Microsoft 14,071 shares (about $5.93M) Largest Sales this Quarter PIMCO Corporate & Income Opportunity Fund 272,829 shares (about $3.92M)Utilities Select Sector SPDR Fund 34,986 shares (about $2.65M)Vanguard Real Estate ETF 26,184 shares (about $2.33M)Exxon Mobil 4,347 shares (about $467.59K)JPMorgan Chase & Co. 1,358 shares (about $325.53K) 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$194,137,397$10,041,150 ▲5.5%6,648,54125.1%ETFNTSIWisdomTree International Efficient Core Fund$83,177,704$5,508,192 ▲7.1%2,367,65810.8%FinanceVOEVanguard Mid-Cap Value ETF$82,306,872$6,309 ▼0.0%508,78910.6%ETFGOVTiShares U.S. Treasury Bond ETF$70,768,599$5,221,078 ▲8.0%3,079,5749.1%ETFVTIVanguard Total Stock Market ETF$68,713,944$107,230 ▼-0.2%237,1008.9%ETFDOWDOW$20,782,955$140,696 ▲0.7%517,8912.7%Basic MaterialsSCHBSchwab US Broad Market ETF$17,710,676$11,835,916 ▲201.5%780,2062.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$13,860,964$32,655 ▼-0.2%143,0441.8%FinanceVIOVVanguard S&P Small-Cap 600 Value ETF$12,886,983$191,229 ▼-1.5%138,0831.7%ETFAAPLApple$12,245,633$5,077,054 ▲70.8%48,9001.6%Computer and TechnologyVXUSVanguard Total International Stock ETF$12,126,792$8,128,745 ▲203.3%205,7831.6%ETFNVDANVIDIA$9,655,743$6,270,687 ▲185.2%71,9021.2%Computer and TechnologyMSFTMicrosoft$9,363,461$5,930,824 ▲172.8%22,2151.2%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$7,793,4900.0%110,8921.0%ETFAMZNAmazon.com$7,595,500$5,106,960 ▲205.2%34,6211.0%Retail/WholesaleVTVanguard Total World Stock ETF$6,936,166$209,468 ▲3.1%59,0410.9%ETFLLYEli Lilly and Company$4,850,426$376,732 ▲8.4%6,2830.6%MedicalMETAMeta Platforms$4,387,035$2,900,490 ▲195.1%7,4930.6%Computer and TechnologyDFAUDimensional US Core Equity Market ETF$4,325,668$58,387 ▲1.4%106,8330.6%ETFACWViShares MSCI Global Min Vol Factor ETF$4,094,891$33,743 ▲0.8%37,4990.5%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$3,310,168$1,655,971 ▲100.1%136,2770.4%ETFQWLDSPDR MSCI World StrategicFactors ETF$2,958,759$20,931 ▲0.7%23,8900.4%ETFVEAVanguard FTSE Developed Markets ETF$2,838,718$526 ▼0.0%59,3630.4%ETFMAMastercard$2,667,888$1,934,443 ▲263.7%5,0670.3%Business ServicesAVGOBroadcom$2,140,417$51,934 ▲2.5%9,2320.3%Computer and TechnologyWMTWalmart$1,943,968$316,044 ▲19.4%21,5160.3%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$1,876,810$436,086 ▲30.3%3,2020.2%FinanceLKFNLakeland Financial$1,858,377$20,284 ▼-1.1%27,0270.2%FinanceACWIiShares MSCI ACWI ETF$1,731,480$34,075 ▼-1.9%14,7360.2%ManufacturingESGUiShares ESG Aware MSCI USA ETF$1,651,344$388,264 ▲30.7%12,8190.2%ManufacturingCRMSalesforce$1,631,872$1,186,877 ▲266.7%4,8810.2%Computer and TechnologyJPIBJPMorgan International Bond Opportunities ETF$1,586,613$16,541 ▼-1.0%33,5720.2%ETFGOOGLAlphabet$1,530,497$221,103 ▲16.9%8,0850.2%Computer and TechnologyJPMJPMorgan Chase & Co.$1,451,216$325,529 ▼-18.3%6,0540.2%FinanceUNHUnitedHealth Group$1,441,109$957,030 ▲197.7%2,8490.2%MedicalCOSTCostco Wholesale$1,401,095$765,150 ▲120.3%1,5290.2%Retail/WholesaleNOWServiceNow$1,382,396$1,064,360 ▲334.7%1,3040.2%Computer and TechnologySCHDSchwab US Dividend Equity ETF$1,247,841$779,057 ▲166.2%45,6750.2%ETFTSLATesla$1,232,455$386,858 ▲45.7%3,0520.2%Auto/Tires/TrucksVGTVanguard Information Technology ETF$1,213,132$44,148 ▲3.8%1,9510.2%ETFCMGChipotle Mexican Grill$1,169,639$1,169,639 ▲New Holding19,3970.2%Retail/WholesaleJNJJohnson & Johnson$1,164,211$160,965 ▲16.0%8,0500.2%MedicalTRGPTarga Resources$1,112,234$4,820 ▲0.4%6,2310.1%Oils/EnergyINTUIntuit$1,079,135$1,079,135 ▲New Holding1,7170.1%Computer and TechnologyXOMExxon Mobil$1,061,992$467,586 ▼-30.6%9,8730.1%Oils/EnergyCPRTCopart$998,069$998,069 ▲New Holding17,3910.1%Business ServicesGEGeneral Electric$979,504$65,712 ▼-6.3%5,8730.1%TransportationRPMRPM International$964,6670.0%7,8390.1%ConstructionBRK.BBerkshire Hathaway$956,874$45,328 ▲5.0%2,1110.1%FinanceTRUTransUnion$949,165$949,165 ▲New Holding10,2380.1%Business ServicesNSCNorfolk Southern$919,555$2,347 ▼-0.3%3,9180.1%TransportationBKNGBooking$909,221$139,116 ▲18.1%1830.1%Retail/WholesaleCGThe Carlyle Group$900,338$900,338 ▲New Holding17,8320.1%FinanceMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$894,631$20,369 ▲2.3%8,9160.1%ETFLAM RESEARCH CORP$872,538$872,538 ▲New Holding12,0800.1%COM NEWACNAccenture$842,537$627,945 ▲292.6%2,3950.1%Computer and TechnologyHDHome Depot$777,655$31,900 ▲4.3%1,9990.1%Retail/WholesaleORLYO'Reilly Automotive$768,398$768,398 ▲New Holding6480.1%Retail/WholesaleUBERUber Technologies$734,489$734,489 ▲New Holding12,1770.1%Computer and TechnologyVEEVVeeva Systems$729,147$729,147 ▲New Holding3,4680.1%MedicalPANWPalo Alto Networks$726,384$726,384 ▲New Holding3,9920.1%Computer and TechnologyQQQInvesco QQQ$726,012$327,728 ▲82.3%1,4200.1%FinanceVIGVanguard Dividend Appreciation ETF$703,813$18,408 ▼-2.5%3,5940.1%ETFBACBank of America$702,525$60,606 ▲9.4%15,9850.1%FinanceAMDAdvanced Micro Devices$694,813$694,813 ▲New Holding5,7520.1%Computer and TechnologyAPOApollo Global Management$693,672$693,672 ▲New Holding4,2000.1%FinanceVVisa$693,274$158,941 ▲29.7%2,1940.1%Business ServicesTXNTexas Instruments$687,977$687,977 ▲New Holding3,6690.1%Computer and TechnologyAAgilent Technologies$686,746$686,746 ▲New Holding5,1120.1%Computer and TechnologyLYVLive Nation Entertainment$684,278$684,278 ▲New Holding5,2840.1%Consumer DiscretionaryMLMMartin Marietta Materials$667,318$667,318 ▲New Holding1,2920.1%ConstructionXLEEnergy Select Sector SPDR Fund$665,262$7,710 ▲1.2%7,7660.1%ETFORCLOracle$662,131$67,163 ▲11.3%3,9730.1%Computer and TechnologyMCDMcDonald's$632,959$32,764 ▲5.5%2,1830.1%Retail/WholesaleSCHGSchwab U.S. Large-Cap Growth ETF$628,636$467,296 ▲289.6%22,5560.1%ETFLINDE PLC$625,074$625,074 ▲New Holding1,4930.1%SHSXELXcel Energy$622,669$43,348 ▲7.5%9,2220.1%UtilitiesJBLJabil$587,544$94,542 ▲19.2%4,0830.1%Computer and TechnologyKOCoca-Cola$585,433$96,192 ▲19.7%9,4030.1%Consumer StaplesTAT&T$578,940$54,989 ▲10.5%25,4260.1%Computer and TechnologyPFEPfizer$569,957$385,516 ▲209.0%21,4830.1%MedicalDDOGDatadog$566,356$566,356 ▲New Holding3,9640.1%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$560,634$16,032 ▲2.9%10,7360.1%ETFMNSTMonster Beverage$557,189$557,189 ▲New Holding10,6010.1%Consumer StaplesIDXXIDEXX Laboratories$552,769$552,769 ▲New Holding1,3370.1%MedicalCMECME Group$545,276$175,101 ▲47.3%2,3480.1%FinanceCSCOCisco Systems$541,107$65,122 ▲13.7%9,1400.1%Computer and TechnologyGLDSPDR Gold Shares$519,853$150,363 ▼-22.4%2,1470.1%FinanceBMYBristol-Myers Squibb$514,130$76,243 ▲17.4%9,0900.1%MedicalCMCSAComcast$509,248$48,489 ▲10.5%13,5690.1%Consumer DiscretionaryCMICummins$508,956$508,956 ▲New Holding1,4600.1%Auto/Tires/TrucksIBMInternational Business Machines$505,389$109,036 ▲27.5%2,2990.1%Computer and TechnologyTPRTapestry$504,152$35,017 ▲7.5%7,7170.1%Retail/WholesaleCCitigroup$502,825$69,972 ▲16.2%7,1430.1%FinanceMOAltria Group$501,827$20,132 ▼-3.9%9,5970.1%Consumer StaplesFTNTFortinet$499,138$100,999 ▲25.4%5,2830.1%Computer and TechnologyBYLDiShares Yield Optimized Bond ETF$486,189$69,509 ▲16.7%21,9350.1%ETFQUALiShares MSCI USA Quality Factor ETF$480,282$4,452 ▲0.9%2,6970.1%ETFWECWEC Energy Group$475,748$3,009 ▼-0.6%5,0590.1%UtilitiesGMGeneral Motors$473,671$473,671 ▲New Holding8,8920.1%Auto/Tires/TrucksShowing 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.
