Sym Financial Corp Top Holdings and 13F Report (2025)

About Sym Financial Corp

Investment Activity

Sym Financial Corp has $811.66 million in total holdings as of March 31, 2025.
Sym Financial Corp owns shares of 352 different stocks, but just 16 companies or ETFs make up 80% of its holdings.
Approximately 5.73% of the portfolio was purchased this quarter.
About 1.84% of the portfolio was sold this quarter.
This quarter, Sym Financial Corp has purchased 333 new stocks and bought additional shares in 141 stocks.
Sym Financial Corp sold shares of 103 stocks and completely divested from 42 stocks this quarter.

Largest Holdings

Dimensional International Core Equity Market ETF: $208,341,510
WisdomTree International Efficient Core Fund: $90,474,371
Vanguard Mid-Cap Value ETF: $83,445,250
iShares U.S. Treasury Bond ETF: $74,959,838
Vanguard Total Stock Market ETF: $70,069,981

Largest New Holdings this Quarter

46120E602 - Intuitive Surgical: $1,119,805 Holding
031162100 - Amgen: $652,103 Holding
92206C409 - Vanguard Short-Term Corporate Bond ETF: $605,312 Holding
032095101 - Amphenol: $502,747 Holding
902252105 - Tyler Technologies: $463,949 Holding

Largest Purchases this Quarter

Vanguard Total Stock Market ETF: 17,848 shares (about $4.91M)
Schwab US Broad Market ETF: 222,348 shares (about $4.79M)
iShares U.S. Treasury Bond ETF: 181,676 shares (about $4.18M)
Vanguard Mid-Cap Value ETF: 10,990 shares (about $1.76M)
iShares iBoxx $ Investment Grade Corporate Bond ETF: 11,261 shares (about $1.22M)

Largest Sales this Quarter

iShares Core U.S. Aggregate Bond ETF: 9,896 shares (about $978.91K)
Lakeland Financial: 7,379 shares (about $438.61K)
Texas Instruments: 2,166 shares (about $389.23K)
Microsoft: 1,030 shares (about $386.65K)
SPDR S&P 500 ETF Trust: 661 shares (about $369.71K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
DFAI Dimensional International Core Equity Market ETF	$208,341,510	$707,578 ▲	0.3%	6,671,198	25.7%	ETF
NTSI WisdomTree International Efficient Core Fund	$90,474,371	$550,710 ▲	0.6%	2,382,158	11.1%	Finance
VOE Vanguard Mid-Cap Value ETF	$83,445,250	$1,764,333 ▲	2.2%	519,779	10.3%	ETF
GOVT iShares U.S. Treasury Bond ETF	$74,959,838	$4,175,823 ▲	5.9%	3,261,250	9.2%	ETF
VTI Vanguard Total Stock Market ETF	$70,069,981	$4,905,349 ▲	7.5%	254,948	8.6%	ETF
SCHB Schwab US Broad Market ETF	$21,584,988	$4,787,153 ▲	28.5%	1,002,554	2.7%	ETF
DOW DOW	$18,116,791	$32,022 ▲	0.2%	518,808	2.2%	Basic Materials
AGG iShares Core U.S. Aggregate Bond ETF	$13,171,000	$978,912 ▼	-6.9%	133,148	1.6%	Finance
VXUS Vanguard Total International Stock ETF	$12,668,711	$110,414 ▼	-0.9%	204,005	1.6%	ETF
VIOV Vanguard S&P Small-Cap 600 Value ETF	$11,372,889	$214,318 ▼	-1.8%	135,529	1.4%	ETF
AAPL Apple	$11,173,253	$311,201 ▲	2.9%	50,301	1.4%	Computer and Technology
NVDA NVIDIA	$8,799,611	$1,006,853 ▲	12.9%	81,192	1.1%	Computer and Technology
IEFA iShares Core MSCI EAFE ETF	$8,388,980		0.0%	110,892	1.0%	ETF
MSFT Microsoft	$7,952,696	$386,655 ▼	-4.6%	21,185	1.0%	Computer and Technology
VT Vanguard Total World Stock ETF	$6,862,960	$17,161 ▲	0.3%	59,189	0.8%	ETF
AMZN Amazon.com	$6,249,631	$337,329 ▼	-5.1%	32,848	0.8%	Retail/Wholesale
LLY Eli Lilly and Company	$4,907,503	$281,632 ▼	-5.4%	5,942	0.6%	Medical
ACWV iShares MSCI Global Min Vol Factor ETF	$4,549,252	$185,494 ▲	4.3%	39,093	0.6%	ETF
META Meta Platforms	$4,261,193	$57,638 ▼	-1.3%	7,393	0.5%	Computer and Technology
DFAU Dimensional US Core Equity Market ETF	$4,159,631	$52,970 ▲	1.3%	108,211	0.5%	ETF
SCHR Schwab Intermediate-Term U.S. Treasury ETF	$3,171,788	$216,058 ▼	-6.4%	127,586	0.4%	ETF
VEA Vanguard FTSE Developed Markets ETF	$3,138,680	$121,280 ▲	4.0%	61,749	0.4%	ETF
QWLD SPDR MSCI World StrategicFactors ETF	$3,042,811	$7,789 ▼	-0.3%	23,829	0.4%	ETF
AVGO Broadcom	$2,761,336	$1,215,577 ▲	78.6%	16,492	0.3%	Computer and Technology
MA Mastercard	$2,444,944	$332,131 ▼	-12.0%	4,461	0.3%	Business Services
WMT Walmart	$2,033,432	$144,505 ▲	7.7%	23,162	0.3%	Retail/Wholesale
ACWI iShares MSCI ACWI ETF	$1,758,304	$43,181 ▲	2.5%	15,107	0.2%	Manufacturing
COST Costco Wholesale	$1,697,626	$251,570 ▲	17.4%	1,795	0.2%	Retail/Wholesale
UNH UnitedHealth Group	$1,654,029	$161,841 ▲	10.8%	3,158	0.2%	Medical
JPIB JPMorgan International Bond Opportunities ETF	$1,618,012	$10,248 ▲	0.6%	33,786	0.2%	ETF
JNJ Johnson & Johnson	$1,585,287	$250,256 ▲	18.7%	9,559	0.2%	Medical
ESGU iShares ESG Aware MSCI USA ETF	$1,558,619	$4,145 ▼	-0.3%	12,785	0.2%	Manufacturing
JPM JPMorgan Chase & Co.	$1,526,717	$41,700 ▲	2.8%	6,224	0.2%	Finance
GOOGL Alphabet	$1,464,182	$213,874 ▲	17.1%	9,468	0.2%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$1,421,227	$369,709 ▼	-20.6%	2,541	0.2%	Finance
BRK.B Berkshire Hathaway	$1,392,164	$267,888 ▲	23.8%	2,614	0.2%	Finance
SCHD Schwab US Dividend Equity ETF	$1,321,613	$44,540 ▲	3.5%	47,268	0.2%	ETF
ABBV AbbVie	$1,313,953	$809,828 ▲	160.6%	6,271	0.2%	Medical
GE GE Aerospace	$1,293,774	$118,289 ▲	10.1%	6,464	0.2%	Industrials
TRGP Targa Resources	$1,256,947	$7,818 ▲	0.6%	6,270	0.2%	Energy
CRM Salesforce	$1,247,606	$62,260 ▼	-4.8%	4,649	0.2%	Computer and Technology
XOM Exxon Mobil	$1,240,151	$66,003 ▲	5.6%	10,428	0.2%	Energy
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$1,232,110	$1,223,958 ▲	15,014.7%	11,336	0.2%	Finance
NOW ServiceNow	$1,201,375	$163,209 ▲	15.7%	1,509	0.1%	Computer and Technology
LKFN Lakeland Financial	$1,167,877	$438,608 ▼	-27.3%	19,648	0.1%	Finance
ISRG Intuitive Surgical	$1,119,805	$1,119,805 ▲	New Holding	2,261	0.1%	Medical
INTU Intuit	$1,107,024	$52,803 ▲	5.0%	1,803	0.1%	Computer and Technology
VGT Vanguard Information Technology ETF	$1,058,183		0.0%	1,951	0.1%	ETF
CMG Chipotle Mexican Grill	$1,043,213	$69,290 ▲	7.1%	20,777	0.1%	Retail/Wholesale
ABT Abbott Laboratories	$998,188	$521,313 ▲	109.3%	7,525	0.1%	Medical
MDT Medtronic	$994,892	$481,002 ▲	93.6%	11,072	0.1%	Medical
ORLY O'Reilly Automotive	$988,480	$60,168 ▲	6.5%	690	0.1%	Retail/Wholesale
NSC Norfolk Southern	$965,164	$37,185 ▲	4.0%	4,075	0.1%	Transportation
CPRT Copart	$950,033	$34,124 ▼	-3.5%	16,788	0.1%	Business Services
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund	$944,192	$47,089 ▲	5.2%	9,384	0.1%	ETF
VOO Vanguard S&P 500 ETF	$919,698	$648,413 ▲	239.0%	1,790	0.1%	ETF
RPM RPM International	$906,353	$463 ▼	-0.1%	7,835	0.1%	Construction
V Visa	$885,833	$117,036 ▲	15.2%	2,528	0.1%	Business Services
BKNG Booking	$856,885	$13,821 ▲	1.6%	186	0.1%	Retail/Wholesale
LAM RESEARCH CORP	$848,118	$30,098 ▼	-3.4%	11,666	0.1%	COM NEW
IDXX IDEXX Laboratories	$789,506	$228,033 ▲	40.6%	1,880	0.1%	Medical
UBER Uber Technologies	$755,777	$131,439 ▼	-14.8%	10,373	0.1%	Computer and Technology
TSLA Tesla	$749,232	$41,725 ▼	-5.3%	2,891	0.1%	Auto/Tires/Trucks
HD Home Depot	$729,921	$2,565 ▼	-0.4%	1,992	0.1%	Retail/Wholesale
XLE Energy Select Sector SPDR Fund	$722,665	$3,084 ▼	-0.4%	7,733	0.1%	ETF
TRU TransUnion	$717,946	$131,705 ▼	-15.5%	8,651	0.1%	Business Services
GM General Motors	$712,128	$293,937 ▲	70.3%	15,142	0.1%	Auto/Tires/Trucks
T AT&T	$710,946	$8,088 ▼	-1.1%	25,140	0.1%	Computer and Technology
VEEV Veeva Systems	$693,963	$109,329 ▼	-13.6%	2,996	0.1%	Medical
PANW Palo Alto Networks	$690,580	$9,385 ▲	1.4%	4,047	0.1%	Computer and Technology
VIG Vanguard Dividend Appreciation ETF	$690,216	$6,984 ▼	-1.0%	3,558	0.1%	ETF
MCD McDonald's	$687,244	$5,311 ▲	0.8%	2,200	0.1%	Retail/Wholesale
BAC Bank of America	$674,171	$7,136 ▲	1.1%	16,156	0.1%	Finance
CSCO Cisco Systems	$666,093	$102,068 ▲	18.1%	10,794	0.1%	Computer and Technology
LINDE PLC	$663,537	$31,664 ▼	-4.6%	1,425	0.1%	SHS
CG The Carlyle Group	$654,112	$123,185 ▼	-15.8%	15,006	0.1%	Finance
CME CME Group	$653,940	$31,039 ▲	5.0%	2,465	0.1%	Finance
XEL Xcel Energy	$653,250	$425 ▲	0.1%	9,228	0.1%	Utilities
AMGN Amgen	$652,103	$652,103 ▲	New Holding	2,093	0.1%	Medical
LYV Live Nation Entertainment	$631,093	$58,892 ▼	-8.5%	4,833	0.1%	Consumer Discretionary
IBM International Business Machines	$620,407	$48,737 ▲	8.5%	2,495	0.1%	Computer and Technology
NFLX Netflix	$620,132	$144,542 ▲	30.4%	665	0.1%	Consumer Discretionary
COP ConocoPhillips	$606,911	$137,471 ▲	29.3%	5,779	0.1%	Energy
VCSH Vanguard Short-Term Corporate Bond ETF	$605,312	$605,312 ▲	New Holding	7,668	0.1%	ETF
KO Coca-Cola	$605,048	$68,397 ▼	-10.2%	8,448	0.1%	Consumer Staples
DDOG Datadog	$591,887	$198,618 ▲	50.5%	5,966	0.1%	Computer and Technology
A Agilent Technologies	$585,251	$12,751 ▼	-2.1%	5,003	0.1%	Medical
C Citigroup	$585,029	$77,947 ▲	15.4%	8,241	0.1%	Finance
PEP PepsiCo	$583,039	$276,674 ▲	90.3%	3,888	0.1%	Consumer Staples
TPR Tapestry	$574,405	$31,051 ▲	5.7%	8,158	0.1%	Retail/Wholesale
WEC WEC Energy Group	$564,952	$13,622 ▲	2.5%	5,184	0.1%	Utilities
SCHG Schwab U.S. Large-Cap Growth ETF	$564,802		0.0%	22,556	0.1%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$562,853	$16,569 ▼	-2.9%	10,429	0.1%	ETF
MO Altria Group	$562,207	$13,805 ▼	-2.4%	9,367	0.1%	Consumer Staples
TMO Thermo Fisher Scientific	$560,503	$169,246 ▲	43.3%	1,126	0.1%	Medical
FTNT Fortinet	$559,271	$50,729 ▲	10.0%	5,810	0.1%	Computer and Technology
MMM 3M	$553,662	$29,225 ▲	5.6%	3,770	0.1%	Multi-Sector Conglomerates
JBL Jabil	$553,125	$2,449 ▼	-0.4%	4,065	0.1%	Computer and Technology
ORCL Oracle	$543,039	$12,443 ▼	-2.2%	3,884	0.1%	Computer and Technology
BMY Bristol-Myers Squibb	$542,338	$12,076 ▼	-2.2%	8,892	0.1%	Medical

Showing largest 100 holdings. View all holdings.

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Sym Financial Corp Top Holdings and 13F Report (2025)

About Sym Financial Corp

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Terms & Info

Sym Financial Corp Top Holdings and 13F Report (2025)

About Sym Financial Corp

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofSym Financial Corp

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools