HoldingsChannel.com
All Stocks Held By SYM FINANCIAL Corp
As of  12/31/2023, we find all stocks held by SYM FINANCIAL Corp to be as follows, presented in the table below with each row detailing each SYM FINANCIAL Corp position, ordered by largest to smallest position size. The all-stocks-held-by-SYM FINANCIAL Corp table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by SYM FINANCIAL Corp as of the latest filing.

   EntityAmountChange
 09/30/2023 to 12/31/2023		 Position Size
($ in 1000's)
DIMENSIONAL ETF TRUST (DFAI) 6,146,997 -229,072 $176,050
     DFAI6,146,997-229,072$176,050
WISDOMTREE TR 2,071,084 +13,382 $73,987
     NTSI2,071,084+13,382$73,987
VANGUARD INDEX FDS (VOE) 475,820 +14,114 $68,999
     VOE475,820+14,114$68,999
ISHARES TR (GOVT) 2,408,939 +405,054 $55,502
     GOVT2,408,939+405,054$55,502
ISHARES TR (AGG) 351,765 +169,983 $34,913
     AGG351,765+169,983$34,913
DOW INC 597,448 -6,385 $32,764
     DOW597,448-6,385$32,764
VANGUARD INDEX FDS (VTI) 130,661 -19,078 $30,995
     VTI130,661-19,078$30,995
SCHWAB STRATEGIC TR 435,695 -107,355 $24,255
     SCHB435,695-107,355$24,255
VANGUARD ADMIRAL FDS INC (VIOV) 164,067 -10,653 $14,520
     VIOV164,067-10,653$14,520
ISHARES TR (IEFA) 140,380 -59,650 $9,876
     IEFA140,380-59,650$9,876
SCHWAB STRATEGIC TR 118,237 -4,053 $9,001
     SCHD118,237-4,053$9,001
APPLE INC 29,327 +3,217 $5,646
     AAPL29,327+3,217$5,646
VANGUARD INTL EQUITY INDEX F (VT) 49,883 +5,400 $5,132
     VT49,883+5,400$5,132
MICROSOFT CORP 10,393 +1,179 $3,908
     MSFT10,393+1,179$3,908
PIMCO CORPORATE & INCOME OPP 294,137 -12,454 $3,894
     PTY294,137-12,454$3,894
J P MORGAN EXCHANGE TRADED F (JPST) 76,808 -232,204 $3,858
     JPST76,808-232,204$3,858
BLACKROCK CORE BD TR 337,858 UNCH $3,686
     BHK337,858UNCH$3,686
ELI LILLY & CO 6,141 +364 $3,580
     LLY6,141+364$3,580
ISHARES INC (ACWV) 28,112 +5,358 $2,821
     ACWV28,112+5,358$2,821
DIMENSIONAL ETF TRUST (DFAU) 79,974 +16,375 $2,659
     DFAU79,974+16,375$2,659
SPDR INDEX SHS FDS (QWLD) 22,643 -426 $2,494
     QWLD22,643-426$2,494
SCHWAB STRATEGIC TR 48,900 +17,278 $2,431
     SCHR48,900+17,278$2,431
LAKELAND FINL CORP 32,529 UNCH $2,120
     LKFN32,529UNCH$2,120
SCHWAB STRATEGIC TR 21,287 -3,509 $1,766
     SCHG21,287-3,509$1,766
VANGUARD STAR FDS (VXUS) 28,979 UNCH $1,680
     VXUS28,979UNCH$1,680
ISHARES TR (ACWI) 15,390 -2,104 $1,566
     ACWI15,390-2,104$1,566
J P MORGAN EXCHANGE TRADED F (JPIB) 28,193 +16,509 $1,347
     JPIB28,193+16,509$1,347
JPMORGAN CHASE & CO 6,922 -199 $1,177
     JPM6,922-199$1,177
SCHWAB STRATEGIC TR 15,268 -1,987 $1,150
     SCHM15,268-1,987$1,150
GENERAL ELECTRIC CO 8,331 +249 $1,063
     GE8,331+249$1,063
VANGUARD WORLD FDS (VGT) 2,191 UNCH $1,060
     VGT2,191UNCH$1,060
SPDR S&P 500 ETF TR (SPY) 2,181 +115 $1,037
     SPY2,181+115$1,037
META PLATFORMS INC 2,727 +667 $965
     META2,727+667$965
JOHNSON & JOHNSON 5,963 +787 $935
     JNJ5,963+787$935
AMAZON COM INC 6,085 +1,309 $925
     AMZN6,085+1,309$925
VANGUARD INDEX FDS (VOO) 1,953 -161 $853
     VOO1,953-161$853
WALMART INC 5,030 +2,349 $793
     WMT5,030+2,349$793
NVIDIA CORPORATION 1,558 +487 $772
     NVDA1,558+487$772
SELECT SECTOR SPDR TR (XLE) 8,976 +406 $753
     XLE8,976+406$753
PROSHARES TR (NOBL) 7,286 -62 $694
     NOBL7,286-62$694
MCDONALDS CORP 2,306 +85 $684
     MCD2,306+85$684
PIMCO ETF TR (MINT) 6,846 +1,311 $683
     MINT6,846+1,311$683
VANGUARD TAX MANAGED FDS (VEA) 13,111 -1,902 $628
     VEA13,111-1,902$628
VANGUARD SPECIALIZED FUNDS (VIG) 3,485 +191 $594
     VIG3,485+191$594
ISHARES TR (ESGU) 5,528 UNCH $580
     ESGU5,528UNCH$580
TESLA INC 2,283 +19 $567
     TSLA2,283+19$567
ISHARES INC (IEMG) 11,149 +2,312 $564
     IEMG11,149+2,312$564
HOME DEPOT INC 1,626 +120 $563
     HD1,626+120$563
TARGA RES CORP 6,000 UNCH $521
     TRGP6,000UNCH$521
ALPHABET INC 3,607 +3,607 $504
     GOOGL3,607+3,607$504
INVESCO QQQ TR 1,116 +57 $457
     QQQ1,116+57$457
BERKSHIRE HATHAWAY INC DEL      $416
     BRK.B1,166+294$416
BROADCOM INC 368 +53 $411
     AVGO368+53$411
ISHARES TR (IJS) 3,968 UNCH $409
     IJS3,968UNCH$409
ISHARES TR (IUSV) 4,818 UNCH $406
     IUSV4,818UNCH$406
SPDR GOLD TR (GLD) 2,113 -86 $404
     GLD2,113-86$404
ISHARES TR (BYLD) 17,621 -358 $395
     BYLD17,621-358$395
COCA COLA CO 6,693 +417 $394
     KO6,693+417$394
PEPSICO INC 2,290 +61 $389
     PEP2,290+61$389
EXXON MOBIL CORP 3,849 +556 $385
     XOM3,849+556$385
CHEVRON CORP NEW 2,578 -53 $384
     CVX2,578-53$384
JABIL INC 3,000 UNCH $382
     JBL3,000UNCH$382
AON PLC 1,248 UNCH $363
     AON1,248UNCH$363
DIMENSIONAL ETF TRUST (DFAC) 12,177 +103 $356
     DFAC12,177+103$356
DIMENSIONAL ETF TRUST (DFLV) 13,072 +13,072 $354
     DFLV13,072+13,072$354
CISCO SYS INC 6,854 +6,854 $346
     CSCO6,854+6,854$346
DIMENSIONAL ETF TRUST (DFIC) 13,041 +10,547 $333
     DFIC13,041+10,547$333
BOOKING HOLDINGS INC 93 +10 $330
     BKNG93+10$330
ORACLE CORP 3,128 +3,128 $330
     ORCL3,128+3,128$330
SSGA ACTIVE ETF TR (TOTL) 8,093 -1,120 $326
     TOTL8,093-1,120$326
THERMO FISHER SCIENTIFIC INC 607 -18 $322
     TMO607-18$322
CATERPILLAR INC 1,057 +65 $313
     CAT1,057+65$313
UNITEDHEALTH GROUP INC 579 +134 $305
     UNH579+134$305
SPDR S&P MIDCAP 400 ETF TR (MDY) 600 UNCH $304
     MDY600UNCH$304
INVESCO EXCHANGE TRADED FD T (SPGP) 2,998 +2,998 $294
     SPGP2,998+2,998$294
VISA INC 1,123 +1,123 $292
     V1,123+1,123$292
J P MORGAN EXCHANGE TRADED F (JEPI) 5,279 -1,251 $290
     JEPI5,279-1,251$290
ENERGY TRANSFER L P 20,341 +41 $281
     ET20,341+41$281
VANGUARD INDEX FDS (VO) 1,195 -52 $278
     VO1,195-52$278
SCHWAB STRATEGIC TR 5,743 -947 $271
     SCHA5,743-947$271
DIMENSIONAL ETF TRUST (DISV) 10,463 +5,956 $270
     DISV10,463+5,956$270
ABBVIE INC 1,652 +118 $256
     ABBV1,652+118$256
SCHWAB STRATEGIC TR 4,450 -500 $251
     SCHX4,450-500$251
DISNEY WALT CO 2,774 -788 $250
     DIS2,774-788$250
SELECT SECTOR SPDR TR (XLY) 1,379 -235 $247
     XLY1,379-235$247
ISHARES TR (IVW) 3,215 -932 $241
     IVW3,215-932$241
ISHARES TR (GLOF) 6,349 -3,500 $240
     GLOF6,349-3,500$240
FIDELITY COVINGTON TRUST 4,425 -1,840 $237
     FNCL4,425-1,840$237
PROCTER AND GAMBLE CO 1,603 -35 $235
     PG1,603-35$235
BLACKROCK INC 288 +288 $234
     BLK288+288$234
TARGET CORP 1,626 +1,626 $232
     TGT1,626+1,626$232
ALBEMARLE CORP 1,583 +368 $229
     ALB1,583+368$229
VANECK ETF TRUST (SMH) 1,285 +40 $225
     SMH1,285+40$225
STEEL DYNAMICS INC 1,901 -2 $224
     STLD1,901-2$224
ABBOTT LABS 2,015 +2,015 $222
     ABT2,015+2,015$222
ISHARES TR (IWS) 1,894 +1,169 $220
     IWS1,894+1,169$220
ZOETIS INC 1,107 +1,107 $218
     ZTS1,107+1,107$218
NETFLIX INC 432 +432 $210
     NFLX432+432$210
FIDELITY COVINGTON TRUST 5,100 +1,000 $208
     FUTY5,100+1,000$208
COSTCO WHSL CORP NEW 306 +306 $202
     COST306+306$202
ZIMMER BIOMET HOLDINGS INC 1,650 +1,650 $201
     ZBH1,650+1,650$201
APPLIED MATLS INC 1,236 +1,236 $200
     AMAT1,236+1,236$200
FIDELITY COVINGTON TRUST 2,925 -575 $189
     FHLC2,925-575$189
SELECT SECTOR SPDR TR (XLV) 1,383 -315 $189
     XLV1,383-315$189
ISHARES TR (QUAL) 1,261 -34 $186
     QUAL1,261-34$186
VANGUARD WORLD FDS (VIS) 829 -206 $183
     VIS829-206$183
INVESCO EXCHANGE TRADED FD T (PPA) 1,950 +225 $180
     PPA1,950+225$180
FIRST TR SPECIALTY FIN & FIN (FGB) 48,062 -36,475 $172
     FGB48,062-36,475$172
SELECT SECTOR SPDR TR (XLI) 1,426 UNCH $163
     XLI1,426UNCH$163
ISHARES TR (IQLT) 4,301 +145 $162
     IQLT4,301+145$162
J P MORGAN EXCHANGE TRADED F (JPEM) 2,955 -367 $155
     JPEM2,955-367$155
DIMENSIONAL ETF TRUST (DFEM) 5,869 +5,869 $146
     DFEM5,869+5,869$146
ISHARES TR (EFAV) 1,997 +1,723 $138
     EFAV1,997+1,723$138
VANGUARD INDEX FDS (VOT) 550 UNCH $121
     VOT550UNCH$121
SPDR SER TR (XOP) 852 +7 $117
     XOP852+7$117
ISHARES TR (ITOT) 1,080 UNCH $114
     ITOT1,080UNCH$114
VANGUARD ADMIRAL FDS INC (VIOG) 1,000 UNCH $108
     VIOG1,000UNCH$108
INVESCO EXCHANGE TRADED FD T (XSVM) 2,000 UNCH $108
     XSVM2,000UNCH$108
VANGUARD INDEX FDS (VBR) 500 -8 $90
     VBR500-8$90
ISHARES TR (IYK) 430 +8 $82
     IYK430+8$82
ISHARES TR (SMLF) 1,373 UNCH $81
     SMLF1,373UNCH$81
ISHARES TR (IWF) 237 -30 $72
     IWF237-30$72
ISHARES TR (IWP) 676 +1 $71
     IWP676+1$71
GABELLI EQUITY TR INC 12,938 +363 $66
     GAB12,938+363$66
SELECT SECTOR SPDR TR (XLC) 908 UNCH $66
     XLC908UNCH$66
DIMENSIONAL ETF TRUST (DFUS) 1,247 UNCH $65
     DFUS1,247UNCH$65
ISHARES INC (URTH) 490 +479 $65
     URTH490+479$65
VANGUARD WORLD FDS (VFH) 703 UNCH $65
     VFH703UNCH$65
FIDELITY COVINGTON TRUST 435 UNCH $62
     FTEC435UNCH$62
ISHARES TR (ISCF) 1,928 -1,808 $62
     ISCF1,928-1,808$62
VANECK ETF TRUST (MOAT) 700 UNCH $59
     MOAT700UNCH$59
ISHARES TR (IBB) 427 +300 $58
     IBB427+300$58
WISDOMTREE TR 2,784 +6 $58
     WTAI2,784+6$58
ISHARES TR (IWM) 279 UNCH $56
     IWM279UNCH$56
VANGUARD ADMIRAL FDS INC (VOOV) 300 UNCH $50
     VOOV300UNCH$50
FIDELITY COVINGTON TRUST 1,000 -1,350 $49
     FMAT1,000-1,350$49
ISHARES TR (IWB) 178 +1 $47
     IWB178+1$47
J P MORGAN EXCHANGE TRADED F (JPIN) 843 UNCH $46
     JPIN843UNCH$46
FIDELITY COVINGTON TRUST 1,000 -1,650 $45
     FSTA1,000-1,650$45
ISHARES TR (IVV) 94 -505 $45
     IVV94-505$45
SPDR SER TR (ROKT) 1,000 UNCH $45
     ROKT1,000UNCH$45
SELECT SECTOR SPDR TR (XLF) 1,183 UNCH $44
     XLF1,183UNCH$44
BANCO SANTANDER S.A. 10,277 +10,277 $43
     SAN10,277+10,277$43
ISHARES TR (IXJ) 484 UNCH $42
     IXJ484UNCH$42
INVESCO EXCHANGE TRADED FD T (XLG) 1,100 UNCH $41
     XLG1,100UNCH$41
ISHARES TR (USMV) 486 +340 $38
     USMV486+340$38
VANGUARD INDEX FDS (VB) 180 UNCH $38
     VB180UNCH$38
INVESCO EXCHANGE TRADED FD T (DJD) 804 +804 $37
     DJD804+804$37
SPDR SER TR (SPYD) 937 +937 $37
     SPYD937+937$37
ISHARES TR (IWO) 140 UNCH $35
     IWO140UNCH$35
ISHARES TR (LQD) 313 +268 $35
     LQD313+268$35
DIMENSIONAL ETF TRUST (DFUV) 894 UNCH $33
     DFUV894UNCH$33
SPDR SER TR (BIL) 346 +346 $32
     BIL346+346$32
ISHARES TR (ITA) 250 UNCH $32
     ITA250UNCH$32
ISHARES TR (HYG) 371 UNCH $29
     HYG371UNCH$29
FIDELITY COVINGTON TRUST 350 UNCH $28
     FDIS350UNCH$28
VANGUARD INDEX FDS (VUG) 87 +5 $27
     VUG87+5$27
ISHARES TR (IJH) 91 UNCH $25
     IJH91UNCH$25
ISHARES TR (IXC) 627 UNCH $25
     IXC627UNCH$25
FIDELITY COVINGTON TRUST 500 UNCH $22
     FCOM500UNCH$22
FIDELITY COVINGTON TRUST 365 -900 $22
     FIDU365-900$22
DIMENSIONAL ETF TRUST (DFIV) 616 UNCH $21
     DFIV616UNCH$21
DIMENSIONAL ETF TRUST (DFAS) 254 UNCH $15
     DFAS254UNCH$15
VANGUARD WORLD FDS (VHT) 52 UNCH $13
     VHT52UNCH$13
ISHARES TR (IJR) 106 -99 $11
     IJR106-99$11
SPDR SER TR (SPSM) 247 UNCH $10
     SPSM247UNCH$10
ISHARES TR (IWR) 118 +20 $9
     IWR118+20$9
SELECT SECTOR SPDR TR (XLB) 111 UNCH $9
     XLB111UNCH$9
ISHARES TR (ACWX) 166 +3 $8
     ACWX166+3$8
SPDR INDEX SHS FDS (SPEM) 166 +166 $6
     SPEM166+166$6
ALPHABET INC 38 +38 $5
     GOOG38+38$5
DIMENSIONAL ETF TRUST (DFSB) 81 UNCH $4
     DFSB81UNCH$4
DIMENSIONAL ETF TRUST (DFSU) 120 UNCH $4
     DFSU120UNCH$4
ISHARES TR (ICVT) 32 UNCH $3
     ICVT32UNCH$3
SPDR SER TR (KOMP) 71 UNCH $3
     KOMP71UNCH$3
PROSHARES TR (PAWZ) 3 UNCH <$1
     PAWZ3UNCH$0
INVESCO EXCHANGE TRADED FD T (RSP) 2 UNCH <$1
     RSP2UNCH$0
VANGUARD INTL EQUITY INDEX F (VWO) 5 -655 $0
     VWO5-655$0
VANGUARD BD INDEX FDS $0 (exited)
     BND0-2,842$0
VANGUARD BD INDEX FDS $0 (exited)
     BSV0-64$0
CHICOS FAS INC $0 (exited)
     CHS0-10,278$0
PIMCO ETF TR $0 (exited)
     CORP0-1,660$0
DUPONT DE NEMOURS INC $0 (exited)
     DD0-5,365$0
WISDOMTREE TR $0 (exited)
     DES0-2,749$0
WISDOMTREE TR $0 (exited)
     DHS0-1,741$0
WISDOMTREE TR $0 (exited)
     DOL0-1,983$0
ISHARES TR $0 (exited)
     EFV0-164$0
ISHARES TR $0 (exited)
     EMB0-60$0
SCHWAB STRATEGIC TR $0 (exited)
     FNDF0-125$0
ISHARES TR $0 (exited)
     IAI0-26$0
ISHARES TR $0 (exited)
     IGIB0-109$0
ISHARES TR $0 (exited)
     IVE0-39$0
ISHARES TR $0 (exited)
     IWD0-78$0
BLACKROCK MUNIYIELD MICH QU $0 (exited)
     MIY0-15,355$0
PIMCO ETF TR $0 (exited)
     PRFD0-119$0
SCHWAB STRATEGIC TR $0 (exited)
     SCHP0-110$0
ISHARES TR $0 (exited)
     SCZ0-84$0
ISHARES TR $0 (exited)
     SHV0-3$0
SPDR INDEX SHS FDS $0 (exited)
     SPDW0-261$0
SPDR SER TR $0 (exited)
     TFI0-1,530$0
ISHARES TR $0 (exited)
     TLT0-2,152$0
VANGUARD INDEX FDS $0 (exited)
     VBK0-6$0
VANGUARD WORLD FDS $0 (exited)
     VDC0-107$0
VANGUARD WORLD FDS $0 (exited)
     VDE0-29$0
VANGUARD INDEX FDS $0 (exited)
     VNQ0-144$0
VANGUARD INDEX FDS $0 (exited)
     VTV0-104$0
VANGUARD INDEX FDS 0 -24 $0 (exited)
     VXF0-24$0

See Summary: SYM FINANCIAL Corp Top Holdings
See Details: Top 10 Stocks Held By SYM FINANCIAL Corp

Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
GOOGL +3,607+$504
DFLV +13,072+$354
CSCO +6,854+$346
ORCL +3,128+$330
SPGP +2,998+$294
V +1,123+$292
BLK +288+$234
TGT +1,626+$232
ABT +2,015+$222
ZTS +1,107+$218
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
DD -5,365-$400
BND -2,842-$198
TLT -2,152-$191
MIY -15,355-$152
CORP -1,660-$151
DHS -1,741-$136
DOL -1,983-$90
DES -2,749-$78
CHS -10,278-$77
TFI -1,530-$67
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
GOVT +405,054+$11,336
AGG +169,983+$17,818
SCHR +17,278+$915
JPIB +16,509+$815
DFAU +16,375+$754
VOE +14,114+$8,534
NTSI +13,382+$8,263
DFIC +10,547+$275
DISV +5,956+$163
VT +5,400+$987
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
JPST -232,204-$11,648
DFAI -229,072+$9,571
SCHB -107,355-$2,816
IEFA -59,650-$2,996
FGB -36,475-$113
VTI -19,078-$811
PTY -12,454-$113
VIOV -10,653+$1,058
DOW -6,385+$1,630
SYM FINANCIAL Corp Info
Size ($ in 1000's)
At 12/31/2023: $617,709
At 09/30/2023: $563,430

SYM FINANCIAL Corp holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from SYM FINANCIAL Corp 13F filings. Link to 13F filings: SEC filings

All Stocks Held By SYM FINANCIAL Corp | www.HoldingsChannel.com

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