Sym Financial Corp
CIK Number: 0000764739
Main Sectors:
Top Industries:
Filing Date: May 6, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | DFAI | Dimensional Int... | 35.70 | -0.35% | 6.67M | +0.34% | 208.34M | 25.71 | 25.67% | Share |
| 2 | NTSI | WisdomTree Inte... | 42.08 | -0.68% | 2.38M | +0.61% | 90.47M | 32.58 | 11.15% | Share |
| 3 | VOE | Vanguard Mid-Ca... | 172.88 | +0.08% | 519.78K | +2.16% | 83.45M | 137.12 | 10.28% | Share |
| 4 | GOVT | iShares U.S. Tr... | 22.98 | -0.09% | 3.26M | +5.90% | 74.96M | 22.36 | 9.24% | Share |
| 5 | VTI | Vanguard Total ... | 318.18 | -0.6% | 254.95K | +7.53% | 70.07M | 235.12 | 8.63% | Share |
| 6 | SCHB | Schwab U.S. Bro... | 24.93 | -0.63% | 1M | +28.50% | 21.58M | 13.29 | 2.66% | Share |
| 7 | DOW | Dow Inc. | 24.64 | +0.28% | 518.81K | +0.18% | 18.12M | 47.5 | 2.23% | Share |
| 8 | AGG | iShares Core U.... | 99.48 | -0.11% | 133.15K | -6.92% | 13.17M | 106.61 | 1.62% | Share |
| 9 | VXUS | Vanguard Total ... | 71.37 | -0.45% | 204K | -0.86% | 12.67M | 58.61 | 1.56% | Share |
| 10 | VIOV | Vanguard S&P Sm... | 94.31 | -0.2% | 135.53K | -1.85% | 11.37M | 78.53 | 1.40% | Share |
| 11 | AAPL | Apple Inc. | 232.14 | -0.18% | 50.3K | +2.87% | 11.17M | 201.12 | 1.38% | Share |
| 12 | NVDA | NVIDIA Corporat... | 174.24 | -3.29% | 81.19K | +12.92% | 8.8M | 114.05 | 1.08% | Share |
| 13 | IEFA | iShares Core MS... | 85.52 | -0.6% | 110.89K | 0.00% | 8.39M | 67.5 | 1.03% | Share |
| 14 | MSFT | Microsoft Corpo... | 506.69 | -0.58% | 21.18K | -4.64% | 7.95M | 384.47 | 0.98% | Share |
| 15 | VT | Vanguard Total ... | 133.77 | -0.55% | 59.19K | +0.25% | 6.86M | 83.12 | 0.85% | Share |
| 16 | AMZN | Amazon.com, Inc... | 229.00 | -1.12% | 32.85K | -5.12% | 6.25M | 202.65 | 0.77% | Share |
| 17 | LLY | Eli Lilly and C... | 732.52 | +0.08% | 5.94K | -5.43% | 4.91M | 275.99 | 0.60% | Share |
| 18 | ACWV | iShares MSCI Gl... | 119.41 | +0.13% | 39.09K | +4.25% | 4.55M | 99.93 | 0.56% | Share |
| 19 | META | Meta Platforms,... | 738.70 | -1.65% | 7.39K | -1.33% | 4.26M | 522.94 | 0.53% | Share |
| 20 | DFAU | Dimensional US ... | 44.41 | -0.62% | 108.21K | +1.29% | 4.16M | 32.89 | 0.51% | Share |
| 21 | SCHR | Schwab Intermed... | 25.14 | +0.08% | 127.59K | -6.38% | 3.17M | 25.2 | 0.39% | Share |
| 22 | VEA | Vanguard Develo... | 58.70 | -0.53% | 61.75K | +4.02% | 3.14M | 50.58 | 0.39% | Share |
| 23 | QWLD | SPDR MSCI World... | 137.74 | -0.09% | 23.83K | -0.26% | 3.04M | 97.74 | 0.37% | Share |
| 24 | AVGO | Broadcom Inc. | 297.39 | -3.65% | 16.49K | +78.64% | 2.76M | 149.95 | 0.34% | Share |
| 25 | MA | Mastercard Inco... | 595.77 | +0.90% | 4.46K | -11.96% | 2.44M | 508.02 | 0.30% | Share |
| 26 | WMT | Walmart Inc. | 97.01 | +0.94% | 23.16K | +7.65% | 2.03M | 60.78 | 0.25% | Share |
| 27 | ACWI | iShares MSCI AC... | 133.44 | -0.58% | 15.11K | +2.52% | 1.76M | 78.39 | 0.22% | Share |
| 28 | COST | Costco Wholesal... | 943.32 | -0.17% | 1.79K | +17.40% | 1.7M | 897.9 | 0.21% | Share |
| 29 | UNH | UnitedHealth Gr... | 309.83 | +2.49% | 3.16K | +10.85% | 1.65M | 511.25 | 0.20% | Share |
| 30 | JPIB | JPMorgan Intern... | 48.82 | -0.12% | 33.79K | +0.64% | 1.62M | 47.94 | 0.20% | Share |
| 31 | JNJ | Johnson & Johns... | 177.19 | +0.99% | 9.56K | +18.75% | 1.59M | 154.12 | 0.20% | Share |
| 32 | ESGU | iShares ESG Awa... | 141.02 | -0.67% | 12.79K | -0.27% | 1.56M | 106.38 | 0.19% | Share |
| 33 | JPM | JPMorgan Chase ... | 301.45 | +0.13% | 6.22K | +2.81% | 1.53M | 165.08 | 0.19% | Share |
| 34 | GOOGL | Alphabet Inc. | 212.91 | +0.60% | 9.47K | +17.11% | 1.46M | 165.31 | 0.18% | Share |
| 35 | SPY | SPDR S&P 500 ET... | 645.07 | -0.59% | 2.54K | -20.64% | 1.42M | 415.63 | 0.18% | Share |
| 36 | BRK-B | Berkshire Hatha... | 503.29 | +0.69% | 2.61K | +23.83% | 1.39M | 412.93 | 0.17% | Share |
| 37 | SCHD | Schwab U.S. Div... | 27.93 | +0.40% | 47.27K | +3.49% | 1.32M | 23.71 | 0.16% | Share |
| 38 | ABBV | AbbVie Inc. | 210.39 | +1.19% | 6.27K | +160.64% | 1.31M | 195.45 | 0.16% | Share |
| 39 | GE | GE Aerospace | 275.30 | -0.25% | 6.46K | +10.06% | 1.29M | 108.87 | 0.16% | Share |
| 40 | TRGP | Targa Resources... | 167.77 | +0.49% | 6.27K | +0.63% | 1.26M | 88.72 | 0.15% | Share |
| 41 | CRM | Salesforce, Inc... | 256.28 | +0.69% | 4.65K | -4.75% | 1.25M | 313.13 | 0.15% | Share |
| 42 | XOM | Exxon Mobil Cor... | 114.36 | +0.89% | 10.43K | +5.62% | 1.24M | 105.98 | 0.15% | Share |
| 43 | LQD | iShares iBoxx $... | 109.83 | -0.33% | 11.34K | +15.01K% | 1.23M | 108.69 | 0.15% | Share |
| 44 | NOW | ServiceNow, Inc... | 917.77 | -1.17% | 1.51K | +15.72% | 1.2M | 991.31 | 0.15% | Share |
| 45 | LKFN | Lakeland Financ... | 68.45 | -0.41% | 19.65K | -27.3% | 1.17M | 47.82 | 0.14% | Share |
| 46 | ISRG | Intuitive Surgi... | 473.30 | -0.12% | 2.26K | +100.00% | 1.12M | 495.27 | 0.14% | Share |
| 47 | INTU | Intuit Inc. | 667.00 | -0.18% | 1.8K | +5.01% | 1.11M | 627.81 | 0.14% | Share |
| 48 | VGT | Vanguard Inform... | 696.63 | -1.59% | 1.95K | 0.00% | 1.06M | 371.57 | 0.13% | Share |
| 49 | CMG | Chipotle Mexica... | 42.13 | -0.66% | 20.78K | +7.11% | 1.04M | 59.63 | 0.13% | Share |
| 50 | ABT | Abbott Laborato... | 132.70 | +1.01% | 7.53K | +109.32% | 998.19K | 119.74 | 0.12% | Share |
| 51 | MDT | Medtronic plc | 92.82 | +0.94% | 11.07K | +93.60% | 994.89K | 84.7 | 0.12% | Share |
| 52 | ORLY | O'Reilly Automo... | 103.68 | -0.3% | 690 | +6.48% | 988.48K | 1200.82 | 0.12% | Share |
| 53 | NSC | Norfolk Souther... | 279.97 | +0.78% | 4.08K | +4.01% | 965.16K | 215.11 | 0.12% | Share |
| 54 | CPRT | Copart, Inc. | 48.81 | +0.12% | 16.79K | -3.47% | 950.03K | 57.39 | 0.12% | Share |
| 55 | MINT | PIMCO Enhanced ... | 100.70 | +0.03% | 9.38K | +5.25% | 944.19K | 100.49 | 0.12% | Share |
| 56 | VOO | Vanguard S&P 50... | 593.01 | -0.59% | 1.79K | +239.02% | 919.7K | 485.31 | 0.11% | Share |
| 57 | RPM | RPM Internation... | 125.24 | -0.19% | 7.83K | -0.05% | 906.35K | 121 | 0.11% | Share |
| 58 | V | Visa Inc. | 351.96 | +0.60% | 2.53K | +15.22% | 885.83K | 285.44 | 0.11% | Share |
| 59 | BKNG | Booking Holding... | 5599.05 | -0.94% | 186 | +1.64% | 856.88K | 3560.62 | 0.11% | Share |
| 60 | LRCX | Lam Research Co... | 100.15 | -3.79% | 11.67K | -3.43% | 848.12K | 72.23 | 0.10% | Share |
| 61 | IDXX | IDEXX Laborator... | 647.09 | +0.01% | 1.88K | +40.61% | 789.51K | 415.32 | 0.10% | Share |
| 62 | UBER | Uber Technologi... | 93.83 | -2.22% | 10.37K | -14.81% | 755.78K | 60.32 | 0.09% | Share |
| 63 | TSLA | Tesla, Inc. | 333.98 | -3.47% | 2.89K | -5.28% | 749.23K | 301.81 | 0.09% | Share |
| 64 | HD | The Home Depot,... | 406.64 | -0.2% | 1.99K | -0.35% | 729.92K | 335.62 | 0.09% | Share |
| 65 | XLE | Energy Select S... | 90.38 | +0.53% | 7.73K | -0.42% | 722.66K | 69.09 | 0.09% | Share |
| 66 | TRU | TransUnion | 88.43 | -0.27% | 8.65K | -15.5% | 717.95K | 92.71 | 0.09% | Share |
| 67 | GM | General Motors ... | 58.61 | +0.21% | 15.14K | +70.29% | 712.13K | 50.69 | 0.09% | Share |
| 68 | T | AT&T Inc. | 29.31 | +1.28% | 25.14K | -1.12% | 710.95K | 19.58 | 0.09% | Share |
| 69 | VEEV | Veeva Systems I... | 269.39 | -1.08% | 3K | -13.61% | 693.96K | 210.25 | 0.09% | Share |
| 70 | PANW | Palo Alto Netwo... | 190.52 | -0.26% | 4.05K | +1.38% | 690.58K | 181.81 | 0.09% | Share |
| 71 | VIG | Vanguard Divide... | 211.02 | -0.26% | 3.56K | -1% | 690.22K | 152.35 | 0.09% | Share |
| 72 | MCD | McDonald's Corp... | 313.54 | +0.42% | 2.2K | +0.78% | 687.24K | 276.34 | 0.08% | Share |
| 73 | BAC | Bank of America... | 50.76 | +0.53% | 16.16K | +1.07% | 674.17K | 40.35 | 0.08% | Share |
| 74 | CSCO | Cisco Systems, ... | 69.09 | -0.49% | 10.79K | +18.10% | 666.09K | 52.82 | 0.08% | Share |
| 75 | LIN | Linde plc | 478.29 | -0.8% | 1.43K | -4.55% | 663.54K | 418.67 | 0.08% | Share |
| 76 | CG | The Carlyle Gro... | 64.56 | +0.22% | 15.01K | -15.85% | 654.11K | 50.49 | 0.08% | Share |
| 77 | CME | CME Group Inc. | 266.51 | -0.1% | 2.46K | +4.98% | 653.94K | 214.74 | 0.08% | Share |
| 78 | XEL | Xcel Energy Inc... | 72.39 | +0.07% | 9.23K | +0.07% | 653.25K | 54.71 | 0.08% | Share |
| 79 | AMGN | Amgen Inc. | 287.71 | +0.74% | 2.09K | +100.00% | 652.1K | 311.55 | 0.08% | Share |
| 80 | LYV | Live Nation Ent... | 166.53 | -0.05% | 4.83K | -8.54% | 631.09K | 129.5 | 0.08% | Share |
| 81 | IBM | International B... | 243.48 | -0.92% | 2.5K | +8.53% | 620.41K | 191.65 | 0.08% | Share |
| 82 | NFLX | Netflix, Inc. | 1208.25 | -1.88% | 665 | +30.39% | 620.13K | 680.29 | 0.08% | Share |
| 83 | COP | ConocoPhillips | 99.01 | +0.57% | 5.78K | +29.28% | 606.91K | 105.66 | 0.07% | Share |
| 84 | VCSH | Vanguard Short-... | 79.87 | +0.05% | 7.67K | +100.00% | 605.31K | 78.94 | 0.07% | Share |
| 85 | KO | The Coca-Cola C... | 69.01 | +0.95% | 8.45K | -10.16% | 605.05K | 59.08 | 0.07% | Share |
| 86 | DDOG | Datadog, Inc. | 136.73 | -3% | 5.97K | +50.50% | 591.89K | 128.23 | 0.07% | Share |
| 87 | A | Agilent Technol... | 125.72 | +0.61% | 5K | -2.13% | 585.25K | 134.34 | 0.07% | Share |
| 88 | C | Citigroup Inc. | 96.60 | -0.23% | 8.24K | +15.37% | 585.03K | 65.24 | 0.07% | Share |
| 89 | PEP | PepsiCo, Inc. | 148.65 | +1.14% | 3.89K | +90.31% | 583.04K | 153.68 | 0.07% | Share |
| 90 | TPR | Tapestry, Inc. | 101.87 | -0.72% | 8.16K | +5.71% | 574.4K | 49.45 | 0.07% | Share |
| 91 | WEC | WEC Energy Grou... | 106.51 | +0.19% | 5.18K | +2.47% | 564.95K | 79.11 | 0.07% | Share |
| 92 | SCHG | Schwab U.S. Lar... | 30.53 | -1.07% | 22.56K | 0.00% | 564.8K | 18.01 | 0.07% | Share |
| 93 | IEMG | iShares Core MS... | 62.08 | -0.49% | 10.43K | -2.86% | 562.85K | 51.82 | 0.07% | Share |
| 94 | MO | Altria Group, I... | 67.21 | +1.19% | 9.37K | -2.4% | 562.21K | 46.82 | 0.07% | Share |
| 95 | TMO | Thermo Fisher S... | 492.95 | +0.66% | 1.13K | +43.26% | 560.5K | 530.83 | 0.07% | Share |
| 96 | FTNT | Fortinet, Inc. | 78.77 | -0.66% | 5.81K | +9.98% | 559.27K | 71.67 | 0.07% | Share |
| 97 | MMM | 3M Company | 155.59 | -1.25% | 3.77K | +5.57% | 553.66K | 112.46 | 0.07% | Share |
| 98 | JBL | Jabil Inc. | 204.81 | -2.41% | 4.07K | -0.44% | 553.13K | 126.16 | 0.07% | Share |
| 99 | ORCL | Oracle Corporat... | 226.16 | -5.89% | 3.88K | -2.24% | 543.04K | 115.86 | 0.07% | Share |
| 100 | BMY | Bristol-Myers S... | 47.20 | +0.69% | 8.89K | -2.18% | 542.34K | 43.56 | 0.07% | Share |
| 101 | CVX | Chevron Corpora... | 160.71 | +0.87% | 3.24K | +13.92% | 541.97K | 139.59 | 0.07% | Share |
| 102 | ADBE | Adobe Inc. | 356.70 | +0.77% | 1.37K | +83.40% | 525.44K | 416.87 | 0.06% | Share |
| 103 | MSCI | MSCI Inc. | 567.72 | -0.15% | 921 | +85.69% | 520.83K | 584.08 | 0.06% | Share |
| 104 | CMI | Cummins Inc. | 398.37 | -0.88% | 1.64K | +12.40% | 514.36K | 344.72 | 0.06% | Share |
| 105 | APH | Amphenol Corpor... | 108.89 | -2.72% | 7.67K | +100.00% | 502.75K | 65.59 | 0.06% | Share |
| 106 | GLD | SPDR Gold Share... | 318.05 | +0.96% | 1.73K | -19.66% | 497.04K | 197.06 | 0.06% | Share |
| 107 | GEV | GE Vernova Inc. | 613.04 | -3.26% | 1.61K | +22.87% | 492.11K | 271.82 | 0.06% | Share |
| 108 | MRK | Merck & Co., In... | 84.14 | +1.12% | 5.47K | +90.75% | 490.68K | 105.92 | 0.06% | Share |
| 109 | BYLD | iShares Yield O... | 22.73 | -0.35% | 21.76K | -0.82% | 487.88K | 23.59 | 0.06% | Share |
| 110 | PGR | The Progressive... | 246.91 | +0.33% | 1.71K | +6.43% | 482.5K | 225.46 | 0.06% | Share |
| 111 | AON | Aon plc | 367.10 | +0.15% | 1.2K | +0.67% | 479.67K | 282.78 | 0.06% | Share |
| 112 | DFAC | Dimensional U.S... | 37.76 | -0.5% | 14.49K | +18.04% | 477.94K | 27.67 | 0.06% | Share |
| 113 | VRSN | VeriSign, Inc. | 273.37 | +0.50% | 1.88K | +14.24% | 476.51K | 191.07 | 0.06% | Share |
| 114 | ABNB | Airbnb, Inc. | 130.53 | +0.05% | 3.98K | +15.75% | 474.85K | 129.78 | 0.06% | Share |
| 115 | TYL | Tyler Technolog... | 562.79 | +1.17% | 798 | +100.00% | 463.95K | 581.39 | 0.06% | Share |
| 116 | RBLX | Roblox Corporat... | 124.61 | -1.79% | 7.91K | +52.55% | 461.13K | 58.01 | 0.06% | Share |
| 117 | ANET | Arista Networks... | 136.57 | +0.25% | 5.95K | +103.28% | 461.01K | 93.74 | 0.06% | Share |
| 118 | SCHE | Schwab Emerging... | 31.45 | -0.38% | 16.6K | +1.89K% | 457.63K | 27.52 | 0.06% | Share |
| 119 | QUAL | iShares MSCI US... | 188.95 | -0.39% | 2.67K | -0.93% | 456.62K | 153.84 | 0.06% | Share |
| 120 | TT | Trane Technolog... | 415.47 | -2.13% | 1.32K | +100.00% | 446.08K | 336.92 | 0.06% | Share |
| 121 | QQQ | Invesco QQQ Tru... | 570.40 | -1.16% | 943 | -33.59% | 442.25K | 418.31 | 0.05% | Share |
| 122 | KLAC | KLA Corporation | 872.00 | -2.46% | 648 | +22.03% | 440.31K | 783.51 | 0.05% | Share |
| 123 | ACN | Accenture plc | 260.10 | +1.53% | 1.4K | -41.38% | 438.1K | 352.22 | 0.05% | Share |
| 124 | IUSV | iShares Core S&... | 98.84 | +0.01% | 4.69K | 0.00% | 432.84K | 63.64 | 0.05% | Share |
| 125 | AIG | American Intern... | 81.33 | -0.33% | 4.87K | +65.33% | 423.75K | 78.39 | 0.05% | Share |
| 126 | INCY | Incyte Corporat... | 84.61 | +1.09% | 6.96K | +29.26% | 421.55K | 67.14 | 0.05% | Share |
| 127 | TRV | The Travelers C... | 271.58 | +0.48% | 1.58K | +22.02% | 419.17K | 218.83 | 0.05% | Share |
| 128 | SHV | iShares Short T... | 110.49 | +0.05% | 3.73K | +3.01% | 411.8K | 110.12 | 0.05% | Share |
| 129 | SNOW | Snowflake Inc. | 238.68 | -0.96% | 2.79K | +78.01% | 408.23K | 150.79 | 0.05% | Share |
| 130 | MLM | Martin Marietta... | 616.14 | +0.63% | 843 | -34.75% | 403.06K | 516.5 | 0.05% | Share |
| 131 | CINF | Cincinnati Fina... | 153.60 | +0.13% | 2.69K | +4.75% | 397.37K | 122.38 | 0.05% | Share |
| 132 | PG | The Procter & G... | 157.10 | +0.93% | 2.33K | -12.34% | 396.86K | 155.11 | 0.05% | Share |
| 133 | MNST | Monster Beverag... | 62.41 | +0.63% | 6.68K | -36.95% | 391.15K | 52.56 | 0.05% | Share |
| 134 | DFIC | Dimensional Int... | 32.24 | -0.31% | 13.99K | +0.33% | 388.59K | 25.01 | 0.05% | Share |
| 135 | IJS | iShares S&P Sma... | 109.56 | -0.12% | 3.97K | 0.00% | 386.8K | 87.27 | 0.05% | Share |
| 136 | DFLV | Dimensional US ... | 32.62 | +0.08% | 12.57K | 0.00% | 384.39K | 27.05 | 0.05% | Share |
| 137 | BLK | BlackRock, Inc. | 1127.71 | -0.25% | 398 | +1.27% | 377K | 1024.12 | 0.05% | Share |
| 138 | APO | Apollo Global M... | 136.25 | -0.1% | 2.75K | -34.57% | 376.31K | 165.16 | 0.05% | Share |
| 139 | TOTL | SPDR DoubleLine... | 40.36 | +0.07% | 9.33K | -5.05% | 376.03K | 40.89 | 0.05% | Share |
| 140 | SAP | Sap Se | 271.91 | -1.27% | 1.38K | +7.05% | 370.72K | 247.67 | 0.05% | Share |
| 141 | CFG | Citizens Financ... | 52.31 | +0.29% | 9.04K | +9.32% | 370.2K | 37.59 | 0.05% | Share |
| 142 | PFE | Pfizer Inc. | 24.76 | +0.63% | 14.56K | -32.23% | 368.92K | 27.08 | 0.05% | Share |
| 143 | DE | Deere & Company | 478.53 | -2.63% | 781 | +4.41% | 366.56K | 425.63 | 0.05% | Share |
| 144 | CB | Chubb Limited | 275.23 | +0.72% | 1.21K | -2.02% | 366.31K | 264.93 | 0.05% | Share |
| 145 | IVW | iShares S&P 500... | 114.88 | -1.16% | 3.9K | -0.66% | 361.82K | 62.94 | 0.04% | Share |
| 146 | DIS | The Walt Disney... | 118.42 | +0.66% | 3.62K | -8.12% | 357.42K | 92.16 | 0.04% | Share |
| 147 | WFC | Wells Fargo & C... | 82.19 | +0.26% | 4.91K | +6.77% | 352.36K | 59.93 | 0.04% | Share |
| 148 | EIX | Edison Internat... | 56.14 | +2.60% | 5.95K | +100.00% | 350.69K | 58.92 | 0.04% | Share |
| 149 | GRMN | Garmin Ltd. | 241.82 | +0.32% | 1.6K | +37.64% | 346.97K | 209.23 | 0.04% | Share |
| 150 | CVS | CVS Health Corp... | 73.13 | +1.37% | 5.1K | +100.00% | 345.51K | 67.75 | 0.04% | Share |