Sym Financial Corp
CIK Number: 0000764739
811.66M
Market Value
324
# of Holdings
7 months
Avg. Holding Period
28.81%
Win Rate
30.25%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | DFAI | Dimensional Int... | 34.34 | -1.05% | 6.65M | +5.45% | 194.14M | 25.69 | 25.10% |
| 2 | NTSI | WisdomTree Inte... | 40.66 | -1.42% | 2.37M | +7.09% | 83.18M | 32.55 | 10.75% |
| 3 | VOE | Vanguard Mid-Ca... | 161.57 | -1.22% | 508.79K | -0.01% | 82.31M | 136.61 | 10.64% |
| 4 | GOVT | iShares U.S. Tr... | 22.70 | -0.29% | 3.08M | +7.97% | 70.77M | 22.32 | 9.15% |
| 5 | VTI | Vanguard Total ... | 293.55 | -1.19% | 237.1K | -0.16% | 68.71M | 232.13 | 8.88% |
| 6 | DOW | Dow Inc. | 29.89 | -0.83% | 517.89K | +0.68% | 20.78M | 47.52 | 2.69% |
| 7 | SCHB | Schwab U.S. Bro... | 23.00 | -1.22% | 780.21K | +201.47% | 17.71M | 10.95 | 2.29% |
| 8 | AGG | iShares Core U.... | 97.95 | -0.36% | 143.04K | -0.23% | 13.86M | 106.61 | 1.79% |
| 9 | VIOV | Vanguard S&P Sm... | 83.37 | -2.17% | 138.08K | -1.46% | 12.89M | 78.53 | 1.67% |
| 10 | AAPL | Apple Inc. | 196.25 | -1.48% | 48.9K | +70.82% | 12.25M | 200.51 | 1.58% |
| 11 | VXUS | Vanguard Total ... | 67.95 | -1.31% | 205.78K | +203.32% | 12.13M | 58.61 | 1.57% |
| 12 | NVDA | NVIDIA Corporat... | 141.91 | -2.13% | 71.9K | +185.25% | 9.66M | 114.78 | 1.25% |
| 13 | MSFT | Microsoft Corpo... | 474.94 | -0.82% | 22.21K | +172.78% | 9.36M | 384.47 | 1.21% |
| 14 | IEFA | iShares Core MS... | 83.03 | -1.26% | 110.89K | 0.00% | 7.79M | 67.5 | 1.01% |
| 15 | AMZN | Amazon.com, Inc... | 212.00 | -0.58% | 34.62K | +205.22% | 7.6M | 202.65 | 0.98% |
| 16 | VT | Vanguard Total ... | 124.99 | -1.22% | 59.04K | +3.11% | 6.94M | 83.04 | 0.90% |
| 17 | LLY | Eli Lilly and C... | 819.67 | +0.94% | 6.28K | +8.42% | 4.85M | 275.99 | 0.63% |
| 18 | META | Meta Platforms,... | 682.74 | -1.53% | 7.49K | +195.12% | 4.39M | 522.94 | 0.57% |
| 19 | DFAU | Dimensional US ... | 40.89 | -1.21% | 106.83K | +1.37% | 4.33M | 32.82 | 0.56% |
| 20 | ACWV | iShares MSCI Gl... | 118.16 | -0.73% | 37.5K | +0.83% | 4.09M | 99.24 | 0.53% |
| 21 | SCHR | Schwab Intermed... | 24.73 | -0.18% | 136.28K | +100.11% | 3.31M | 25.2 | 0.43% |
| 22 | QWLD | SPDR MSCI World... | 131.71 | -1.02% | 23.89K | +0.71% | 2.96M | 97.74 | 0.38% |
| 23 | VEA | Vanguard Develo... | 56.17 | -1.21% | 59.36K | -0.02% | 2.84M | 50.57 | 0.37% |
| 24 | MA | Mastercard Inco... | 561.81 | -4.66% | 5.07K | +263.75% | 2.67M | 508.02 | 0.34% |
| 25 | AVGO | Broadcom Inc. | 248.65 | -2.9% | 9.23K | +2.49% | 2.14M | 136.21 | 0.28% |
| 26 | WMT | Walmart Inc. | 94.42 | -0.43% | 21.52K | +19.41% | 1.94M | 58.71 | 0.25% |
| 27 | SPY | SPDR S&P 500 ET... | 596.88 | -1.14% | 3.2K | +30.27% | 1.88M | 415.63 | 0.24% |
| 28 | LKFN | Lakeland Financ... | 58.81 | -2.92% | 27.03K | -1.08% | 1.86M | 47.82 | 0.24% |
| 29 | ACWI | iShares MSCI AC... | 125.34 | -1.19% | 14.74K | -1.93% | 1.73M | 77.44 | 0.22% |
| 30 | ESGU | iShares ESG Awa... | 130.45 | -1.21% | 12.82K | +30.74% | 1.65M | 106.38 | 0.21% |
| 31 | CRM | Salesforce, Inc... | 258.38 | -3.2% | 4.88K | +266.72% | 1.63M | 313.13 | 0.21% |
| 32 | JPIB | JPMorgan Intern... | 48.20 | -0.3% | 33.57K | -1.03% | 1.59M | 47.95 | 0.21% |
| 33 | GOOGL | Alphabet Inc. | 174.62 | -0.61% | 8.09K | +16.89% | 1.53M | 167.13 | 0.20% |
| 34 | JPM | JPMorgan Chase ... | 264.99 | -1.21% | 6.05K | -18.32% | 1.45M | 162.83 | 0.19% |
| 35 | UNH | UnitedHealth Gr... | 313.40 | -1.6% | 2.85K | +197.70% | 1.44M | 509.89 | 0.19% |
| 36 | COST | Costco Wholesal... | 990.08 | -1.26% | 1.53K | +120.32% | 1.4M | 889.57 | 0.18% |
| 37 | NOW | ServiceNow, Inc... | 987.99 | -1.92% | 1.3K | +334.67% | 1.38M | 1021.99 | 0.18% |
| 38 | SCHD | Schwab U.S. Div... | 26.90 | -0.43% | 45.67K | +166.19% | 1.25M | 23.56 | 0.16% |
| 39 | TSLA | Tesla, Inc. | 325.34 | +1.95% | 3.05K | +45.75% | 1.23M | 301.81 | 0.16% |
| 40 | VGT | Vanguard Inform... | 623.31 | -1.65% | 1.95K | +3.78% | 1.21M | 371.57 | 0.16% |
| 41 | CMG | Chipotle Mexica... | 50.23 | -1.3% | 19.4K | +100.00% | 1.17M | 60.3 | 0.15% |
| 42 | JNJ | Johnson & Johns... | 157.04 | +0.24% | 8.05K | +16.04% | 1.16M | 151.92 | 0.15% |
| 43 | TRGP | Targa Resources... | 174.86 | +3.38% | 6.23K | +0.44% | 1.11M | 88.02 | 0.14% |
| 44 | INTU | Intuit Inc. | 753.72 | -1.63% | 1.72K | +100.00% | 1.08M | 628.5 | 0.14% |
| 45 | XOM | Exxon Mobil Cor... | 112.12 | +2.18% | 9.87K | -30.57% | 1.06M | 105.26 | 0.14% |
| 46 | CPRT | Copart, Inc. | 48.59 | -2.81% | 17.39K | +100.00% | 998.07K | 57.39 | 0.13% |
| 47 | GE | General Electri... | 236.50 | -1.45% | 5.87K | -6.29% | 979.5K | 99.69 | 0.13% |
| 48 | RPM | RPM Internation... | 108.06 | -5.92% | 7.84K | 0.00% | 964.67K | 121 | 0.12% |
| 49 | BRK-B | Berkshire Hatha... | 487.18 | -0.64% | 2.11K | +4.97% | 956.87K | 384.42 | 0.12% |
| 50 | TRU | TransUnion | 84.02 | -2.77% | 10.24K | +100.00% | 949.16K | 92.71 | 0.12% |
| 51 | NSC | Norfolk Souther... | 248.56 | -1.16% | 3.92K | -0.25% | 919.55K | 214.24 | 0.12% |
| 52 | BKNG | Booking Holding... | 5295.62 | -3.05% | 183 | +18.06% | 909.22K | 3543.48 | 0.12% |
| 53 | CG | The Carlyle Gro... | 46.18 | -3.23% | 17.83K | +100.00% | 900.34K | 50.49 | 0.12% |
| 54 | MINT | PIMCO Enhanced ... | 100.33 | +0.05% | 8.92K | +2.33% | 894.63K | 100.49 | 0.12% |
| 55 | LRCX | Lam Research Co... | 89.55 | -2.3% | 12.08K | +100.00% | 872.54K | 72.23 | 0.11% |
| 56 | ACN | Accenture plc | 311.64 | -2.04% | 2.4K | +292.62% | 842.54K | 352.22 | 0.11% |
| 57 | HD | The Home Depot,... | 354.54 | -2.37% | 2K | +4.28% | 777.65K | 335.62 | 0.10% |
| 58 | ORLY | O'Reilly Automo... | 89.91 | -1.25% | 648 | +100.00% | 768.4K | 1185.8 | 0.10% |
| 59 | UBER | Uber Technologi... | 83.89 | -2.02% | 12.18K | +100.00% | 734.49K | 60.32 | 0.10% |
| 60 | VEEV | Veeva Systems I... | 282.29 | +0.05% | 3.47K | +100.00% | 729.15K | 210.25 | 0.09% |
| 61 | PANW | Palo Alto Netwo... | 196.25 | -0.72% | 3.99K | +100.00% | 726.38K | 181.96 | 0.09% |
| 62 | QQQ | Invesco QQQ Tru... | 526.82 | -1.28% | 1.42K | +82.28% | 726.01K | 418.31 | 0.09% |
| 63 | VIG | Vanguard Divide... | 200.24 | -1.18% | 3.59K | -2.55% | 703.81K | 152.36 | 0.09% |
| 64 | BAC | Bank of America... | 44.08 | -1.21% | 15.98K | +9.44% | 702.52K | 40.33 | 0.09% |
| 65 | AMD | Advanced Micro ... | 116.17 | -1.96% | 5.75K | +100.00% | 694.81K | 120.79 | 0.09% |
| 66 | APO | Apollo Global M... | 132.08 | -4.37% | 4.2K | +100.00% | 693.67K | 165.16 | 0.09% |
| 67 | V | Visa Inc. | 352.88 | -4.99% | 2.19K | +29.75% | 693.27K | 275.54 | 0.09% |
| 68 | TXN | Texas Instrumen... | 195.06 | -2.31% | 3.67K | +100.00% | 687.98K | 187.51 | 0.09% |
| 69 | A | Agilent Technol... | 117.06 | -1.56% | 5.11K | +100.00% | 686.75K | 134.34 | 0.09% |
| 70 | LYV | Live Nation Ent... | 138.19 | -2.2% | 5.28K | +100.00% | 684.28K | 129.5 | 0.09% |
| 71 | MLM | Martin Marietta... | 541.92 | -1.94% | 1.29K | +100.00% | 667.32K | 516.5 | 0.09% |
| 72 | XLE | Energy Select S... | 88.08 | +1.72% | 7.77K | +1.17% | 665.26K | 69.09 | 0.09% |
| 73 | ORCL | Oracle Corporat... | 215.30 | +7.73% | 3.97K | +11.29% | 662.13K | 115.86 | 0.09% |
| 74 | MCD | McDonald's Corp... | 301.85 | -0.43% | 2.18K | +5.46% | 632.96K | 276.06 | 0.08% |
| 75 | SCHG | Schwab U.S. Lar... | 27.88 | -1.4% | 22.56K | +289.64% | 628.64K | 18.01 | 0.08% |
| 76 | LIN | Linde plc | 465.99 | -0.96% | 1.49K | +100.00% | 625.07K | 418.67 | 0.08% |
| 77 | XEL | Xcel Energy Inc... | 67.61 | -2.11% | 9.22K | +7.48% | 622.67K | 54.7 | 0.08% |
| 78 | JBL | Jabil Inc. | 175.80 | -1.83% | 4.08K | +19.18% | 587.54K | 126.16 | 0.08% |
| 79 | KO | The Coca-Cola C... | 70.99 | -1.73% | 9.4K | +19.66% | 585.43K | 59.08 | 0.08% |
| 80 | T | AT&T Inc. | 28.17 | -0.34% | 25.43K | +10.49% | 578.94K | 19.58 | 0.07% |
| 81 | PFE | Pfizer Inc. | 24.52 | -1.29% | 21.48K | +209.02% | 569.96K | 27.08 | 0.07% |
| 82 | DDOG | Datadog, Inc. | 120.49 | -1.79% | 3.96K | +100.00% | 566.36K | 142.89 | 0.07% |
| 83 | IEMG | iShares Core MS... | 58.70 | -1.62% | 10.74K | +2.94% | 560.63K | 51.82 | 0.07% |
| 84 | MNST | Monster Beverag... | 63.07 | -0.97% | 10.6K | +100.00% | 557.19K | 52.56 | 0.07% |
| 85 | IDXX | IDEXX Laborator... | 522.71 | -0.8% | 1.34K | +100.00% | 552.77K | 413.44 | 0.07% |
| 86 | CME | CME Group Inc. | 269.43 | -0.56% | 2.35K | +47.30% | 545.28K | 212.22 | 0.07% |
| 87 | CSCO | Cisco Systems, ... | 64.10 | -1.54% | 9.14K | +13.68% | 541.11K | 51.21 | 0.07% |
| 88 | GLD | SPDR Gold Share... | 316.28 | +1.31% | 2.15K | -22.43% | 519.85K | 197.06 | 0.07% |
| 89 | BMY | Bristol-Myers S... | 49.73 | -1.89% | 9.09K | +17.41% | 514.13K | 43.56 | 0.07% |
| 90 | CMCSA | Comcast Corpora... | 35.00 | -0.77% | 13.57K | +10.52% | 509.25K | 38.41 | 0.07% |
| 91 | CMI | Cummins Inc. | 319.42 | -1.64% | 1.46K | +100.00% | 508.96K | 348.6 | 0.07% |
| 92 | IBM | International B... | 277.18 | -1.37% | 2.3K | +27.51% | 505.39K | 186.79 | 0.07% |
| 93 | TPR | Tapestry, Inc. | 78.94 | -3.97% | 7.72K | +7.46% | 504.15K | 48.25 | 0.07% |
| 94 | C | Citigroup Inc. | 76.34 | -2.42% | 7.14K | +16.17% | 502.82K | 64.36 | 0.07% |
| 95 | MO | Altria Group, I... | 59.80 | -0.19% | 9.6K | -3.86% | 501.83K | 46.82 | 0.06% |
| 96 | FTNT | Fortinet, Inc. | 100.83 | -0.82% | 5.28K | +25.37% | 499.14K | 69.22 | 0.06% |
| 97 | BYLD | iShares Yield O... | 22.32 | -0.31% | 21.93K | +16.68% | 486.19K | 23.59 | 0.06% |
| 98 | QUAL | iShares MSCI US... | 178.22 | -1.64% | 2.7K | +0.94% | 480.28K | 153.84 | 0.06% |
| 99 | WEC | WEC Energy Grou... | 105.06 | -1.3% | 5.06K | -0.63% | 475.75K | 78.37 | 0.06% |
| 100 | GM | General Motors ... | 48.65 | -1.25% | 8.89K | +100.00% | 473.67K | 53.27 | 0.06% |
| 101 | AMAT | Applied Materia... | 170.59 | -2.52% | 2.86K | +34.64% | 465.22K | 186.59 | 0.06% |
| 102 | MMM | 3M Company | 142.29 | -1.71% | 3.57K | +37.77% | 461.01K | 110.54 | 0.06% |
| 103 | MDT | Medtronic plc | 87.22 | -1.44% | 5.72K | +100.00% | 456.83K | 79.88 | 0.06% |
| 104 | NFLX | Netflix, Inc. | 1212.27 | -0.23% | 510 | +29.11% | 454.57K | 603.63 | 0.06% |
| 105 | ABNB | Airbnb, Inc. | 135.54 | -2.36% | 3.43K | +100.00% | 451.26K | 131.41 | 0.06% |
| 106 | PM | Philip Morris I... | 184.25 | +0.08% | 3.74K | +100.00% | 449.75K | 120.35 | 0.06% |
| 107 | PG | The Procter & G... | 160.25 | -1.79% | 2.66K | +2.00% | 445.4K | 155.11 | 0.06% |
| 108 | COP | ConocoPhillips | 96.95 | +2.39% | 4.47K | +115.53% | 443.29K | 105.85 | 0.06% |
| 109 | GOOG | Alphabet Inc. | 175.82 | -0.65% | 2.33K | +47.78% | 443.06K | 185 | 0.06% |
| 110 | DIS | The Walt Disney... | 117.89 | -0.6% | 3.94K | +38.67% | 438.83K | 92.16 | 0.06% |
| 111 | IUSV | iShares Core S&... | 92.55 | -1.04% | 4.69K | 0.00% | 434.25K | 63.64 | 0.06% |
| 112 | GEV | GE Vernova Inc. | 478.05 | -1.97% | 1.31K | +14.19% | 431.56K | 264.17 | 0.06% |
| 113 | IJS | iShares S&P Sma... | 97.04 | -1.95% | 3.97K | 0.00% | 430.96K | 87.27 | 0.06% |
| 114 | AON | Aon plc | 353.07 | -0.76% | 1.19K | -4.94% | 428.8K | 282 | 0.06% |
| 115 | ABBV | AbbVie Inc. | 190.93 | -0.77% | 2.41K | +4.47% | 427.62K | 172.86 | 0.06% |
| 116 | DFAC | Dimensional U.S... | 34.63 | -1.3% | 12.27K | +6.09% | 424.52K | 26.71 | 0.05% |
| 117 | CVX | Chevron Corpora... | 145.87 | +0.62% | 2.84K | +4.21% | 411.97K | 135.73 | 0.05% |
| 118 | TMO | Thermo Fisher S... | 402.51 | -3.09% | 786 | -23.69% | 409.12K | 545.2 | 0.05% |
| 119 | ABT | Abbott Laborato... | 135.57 | -0.64% | 3.6K | +19.44% | 406.69K | 105.62 | 0.05% |
| 120 | BLK | BlackRock, Inc. | 971.56 | -1.69% | 393 | +100.00% | 402.63K | 1025.11 | 0.05% |
| 121 | SHV | iShares Short T... | 110.24 | +0.04% | 3.62K | +100.00% | 398.49K | 110.11 | 0.05% |
| 122 | IVW | iShares S&P 500... | 105.11 | -1.22% | 3.92K | -1.38% | 398.4K | 62.94 | 0.05% |
| 123 | TOTL | SPDR DoubleLine... | 39.73 | -0.21% | 9.83K | +21.50% | 387.16K | 40.89 | 0.05% |
| 124 | PGR | The Progressive... | 267.71 | -0.26% | 1.6K | +2.82% | 383.83K | 221.76 | 0.05% |
| 125 | CAT | Caterpillar Inc... | 356.91 | -1.12% | 1.05K | +19.98% | 381.23K | 295.55 | 0.05% |
| 126 | DFLV | Dimensional US ... | 30.39 | -0.86% | 12.57K | 0.00% | 377.6K | 27.05 | 0.05% |
| 127 | ZM | Zoom Video Comm... | 76.62 | -1.02% | 4.58K | +36.18% | 373.53K | 72.89 | 0.05% |
| 128 | INCY | Incyte Corporat... | 67.74 | -2.14% | 5.39K | +100.00% | 372.01K | 69.07 | 0.05% |
| 129 | CINF | Cincinnati Fina... | 146.30 | -1.32% | 2.57K | +4.82% | 369.02K | 121.18 | 0.05% |
| 130 | CGGO | Capital Group G... | 30.99 | -1.46% | 12.51K | -0.33% | 365.4K | 29.12 | 0.05% |
| 131 | CFG | Citizens Financ... | 40.31 | -2.09% | 8.27K | +18.49% | 361.7K | 37.27 | 0.05% |
| 132 | PYPL | PayPal Holdings... | 70.83 | -5.32% | 4.23K | +17.75% | 360.69K | 79.13 | 0.05% |
| 133 | DFIC | Dimensional Int... | 30.84 | -1% | 13.95K | +5.76% | 360.46K | 25 | 0.05% |
| 134 | HLT | Hilton Worldwid... | 243.97 | -2.62% | 1.46K | +100.00% | 359.87K | 247.16 | 0.05% |
| 135 | CB | Chubb Limited | 286.70 | -0.9% | 1.24K | +18.36% | 342.06K | 264.93 | 0.04% |
| 136 | MDY | SPDR S&P MIDCAP... | 550.57 | -1.54% | 600 | 0.00% | 341.75K | 456.64 | 0.04% |
| 137 | VO | Vanguard Mid Ca... | 271.09 | -1.17% | 1.29K | +7.95% | 340.73K | 212.75 | 0.04% |
| 138 | VRSN | VeriSign, Inc. | 279.95 | -0.66% | 1.64K | +17.11% | 340.04K | 182.13 | 0.04% |
| 139 | XLY | Consumer Discre... | 211.73 | -0.93% | 1.49K | +8.12% | 334.51K | 141.73 | 0.04% |
| 140 | KLAC | KLA Corporation | 867.60 | -0.85% | 531 | -23.6% | 334.3K | 806.36 | 0.04% |
| 141 | INTC | Intel Corporati... | 20.16 | -2.96% | 16.65K | +100.00% | 333.79K | 20.05 | 0.04% |
| 142 | ADBE | Adobe Inc. | 391.76 | -5.3% | 747 | +100.00% | 332.18K | 444.68 | 0.04% |
| 143 | ANET | Arista Networks... | 92.31 | -3.62% | 2.93K | +100.00% | 323.49K | 110.53 | 0.04% |
| 144 | WFC | Wells Fargo & C... | 72.38 | -2.2% | 4.6K | -26.29% | 322.91K | 59.13 | 0.04% |
| 145 | MEDP | Medpace Holding... | 298.42 | -1.84% | 964 | +100.00% | 320.27K | 332.23 | 0.04% |
| 146 | IQV | IQVIA Holdings ... | 156.81 | -1.45% | 1.62K | +100.00% | 318.15K | 196.51 | 0.04% |
| 147 | SAP | SAP SE | 293.34 | -2.78% | 1.29K | +100.00% | 317.61K | 246.21 | 0.04% |
| 148 | DE | Deere & Company | 509.34 | -1.45% | 748 | +100.00% | 316.93K | 423.7 | 0.04% |
| 149 | PKG | Packaging Corpo... | 188.60 | -2.44% | 1.41K | +3.08% | 316.31K | 183.59 | 0.04% |
| 150 | CCL | Carnival Corpor... | 22.41 | -4.92% | 12.64K | +100.00% | 315.09K | 24.92 | 0.04% |