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CIK: 0000764739
Total reported value
$1.2B
$1.2B
333 檔
40.1%
According to the latest 13F quarterly dataset, SYM FINANCIAL Corp managed an equity portfolio of $1.2B at the end of Q4 2024, spanning 333 distinct U.S. exchange-listed positions.
During Q4 2024, SYM FINANCIAL Corp's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 333 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAI | Dimensional International Co | ETF-Other | 25.10% | -3.06% | +5.45% | |
| 2 | NTSI | Wisdomtree International Eff | ETF-Other | 10.75% | -1.50% | +7.09% | |
| 3 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 10.64% | -1.40% | -0.01% | |
| 4 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 9.15% | -1.48% | +7.97% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 8.88% | -0.85% | -0.16% | |
| 6 | DOW | Dow Inc | Stock-Materials | 2.69% | -1.08% | +0.68% | |
| 7 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.29% | -0.23% | +201.47% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.79% | -0.06% | -0.23% | |
| 9 | VIOV | Vanguard S&p Small-cap 600 V | ETF-Other | 1.67% | -0.11% | -1.46% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.58% | -0.20% | +70.82% | |
| 11 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.57% | -0.66% | +203.32% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.25% | -0.22% | +185.25% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.21% | -0.24% | +172.78% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.01% | -0.14% | — | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.98% | -0.10% | +205.22% | |
| 16 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.90% | -0.08% | +3.11% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.63% | +0.03% | +8.42% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.57% | -0.13% | +195.12% | |
| 19 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.56% | +12.06% | +1.37% | |
| 20 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 0.53% | -0.11% | +0.83% | |
| 21 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.43% | -0.08% | +100.11% | |
| 22 | QWLD | State Street Spdr Msci World | ETF-Other | 0.38% | -0.05% | +0.71% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.37% | -0.48% | -0.02% | |
| 24 | MA | Mastercard Inc - A | Stock-Financials | 0.34% | -0.09% | +263.75% | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 0.28% | -0.08% | +2.49% | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 0.25% | -0.08% | +19.41% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.24% | -0.02% | +30.27% | |
| 28 | LKFN | Lakeland Financial CORP | Stock-Other | 0.24% | -0.22% | -1.08% | |
| 29 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.22% | -0.02% | -1.93% | |
| 30 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.21% | -0.01% | +30.74% | |
| 31 | CRM | Salesforce Inc | Stock-Tech | 0.21% | -0.04% | EXIT | |
| 32 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 0.21% | -0.04% | -1.03% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.20% | -0.07% | +16.89% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.19% | -0.01% | -18.32% | |
| 35 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.19% | -0.01% | +197.70% | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.18% | -0.08% | +120.32% | |
| 37 | NOW | Servicenow Inc | Stock-Tech | 0.18% | -0.06% | +334.67% | |
| 38 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.16% | -0.02% | +166.19% | |
| 39 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.16% | — | +45.75% | |
| 40 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.16% | +0.03% | +3.78% | |
| 41 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.15% | -0.04% | EXIT | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.15% | -0.04% | +16.04% | |
| 43 | TRGP | Targa Resources CORP | Stock-Energy | 0.14% | -0.02% | +0.44% | |
| 44 | INTU | Intuit Inc | Stock-Tech | 0.14% | -0.03% | — | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.14% | -0.07% | -30.57% | |
| 46 | CPRT | Copart Inc | Stock-Industrials | 0.13% | -0.03% | — | |
| 47 | GE | General Electric | Stock-Industrials | 0.13% | +0.02% | -6.29% | |
| 48 | RPM | Rpm International Inc | Stock-Materials | 0.12% | -0.01% | — | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.12% | — | +4.97% | |
| 50 | TRU | Transunion | Stock-Financials | 0.12% | -0.02% | EXIT |
According to official SEC Form 13F filings, SYM FINANCIAL Corp reported a total U.S. public equity portfolio value of $1.2B across 333 disclosed positions in Q4 2024.
During Q4 2024, SYM FINANCIAL Corp's top holdings by market value included DFAI (25.1%)、NTSI (10.8%)、VOE (10.6%). The largest single position, DFAI, represented 25.1% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAI, NTSI, VOE) accounted for 40.1% of total reported equity market value during Q4 2024.
In Q4 2024, SYM FINANCIAL Corp made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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