Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

SYM FINANCIAL Corp

Quarter ended Q1 2025 · Filed May 6, 2025 · Accession 0001398344-25-008756

Total Value
$811.7M
Positions
352
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (352)

#IssuerTicker / CUSIPSharesValue% of Filing
1DIMENSIONAL ETF TRUST25434V2036,671,198$208.3M25.67%
2WISDOMTREE TRWT2,382,158$90.5M11.15%
3VANGUARD INDEX FDS922908512519,779$83.4M10.28%
4ISHARES TR46429B2673,261,250$75.0M9.24%
5VANGUARD INDEX FDS922908769254,948$70.1M8.63%
6SCHWAB STRATEGIC TR8085241021,002,554$21.6M2.66%
7DOW INCDOW518,808$18.1M2.23%
8ISHARES TR464287226133,148$13.2M1.62%
9VANGUARD STAR FDS921909768204,005$12.7M1.56%
10VANGUARD ADMIRAL FDS INC921932778135,529$11.4M1.40%
11APPLE INCAAPL50,301$11.2M1.38%
12NVIDIA CORPORATIONNVDA81,192$8.8M1.08%
13ISHARES TR46432F842110,892$8.4M1.03%
14MICROSOFT CORPMSFT21,185$8.0M0.98%
15VANGUARD INTL EQUITY INDEX F92204274259,189$6.9M0.85%
16AMAZON COM INCAMZN32,848$6.2M0.77%
17ELI LILLY & COLLY5,942$4.9M0.60%
18ISHARES INC46428652539,093$4.5M0.56%
19META PLATFORMS INCMETA7,393$4.3M0.53%
20DIMENSIONAL ETF TRUST25434V104108,211$4.2M0.51%
21SCHWAB STRATEGIC TR808524854127,586$3.2M0.39%
22VANGUARD TAX-MANAGED FDS92194385861,749$3.1M0.39%
23SPDR INDEX SHS FDS78463X41823,829$3.0M0.37%
24BROADCOM INCAVGO16,492$2.8M0.34%
25MASTERCARD INCORPORATEDMA4,461$2.4M0.30%
26WALMART INCWMT23,162$2.0M0.25%
27ISHARES TR46428825715,107$1.8M0.22%
28COSTCO WHSL CORP NEW22160K1051,795$1.7M0.21%
29UNITEDHEALTH GROUP INCUNH3,158$1.7M0.20%
30J P MORGAN EXCHANGE TRADED F46641Q85233,786$1.6M0.20%
31JOHNSON & JOHNSONJNJ9,559$1.6M0.20%
32ISHARES TR46435G42512,785$1.6M0.19%
33JPMORGAN CHASE & CO.VYLD6,224$1.5M0.19%
34ALPHABET INCGOOG9,468$1.5M0.18%
35SPDR S&P 500 ETF TRSPY2,541$1.4M0.18%
36BERKSHIRE HATHAWAY INC DELBRK-A2,614$1.4M0.17%
37SCHWAB STRATEGIC TR80852479747,268$1.3M0.16%
38ABBVIE INCABBV6,271$1.3M0.16%
39GE AEROSPACE3696043016,464$1.3M0.16%
40TARGA RES CORPTRGP6,270$1.3M0.15%
41SALESFORCE INCCRM4,649$1.2M0.15%
42EXXON MOBIL CORPXOM10,428$1.2M0.15%
43ISHARES TR46428724211,336$1.2M0.15%
44SERVICENOW INCNOW1,509$1.2M0.15%
45LAKELAND FINL CORP51165610019,648$1.2M0.14%
46INTUITIVE SURGICAL INCISRG2,261$1.1M0.14%
47INTUITINTU1,803$1.1M0.14%
48VANGUARD WORLD FD92204A7021,951$1.1M0.13%
49CHIPOTLE MEXICAN GRILL INCCMG20,777$1.0M0.13%
50ABBOTT LABSABLZF7,525$998,1880.12%
51MEDTRONIC PLCMDT11,072$994,8920.12%
52OREILLY AUTOMOTIVE INC67103H107690$988,4800.12%
53NORFOLK SOUTHN CORP6558441084,075$965,1640.12%
54COPART INCCPRT16,788$950,0330.12%
55PIMCO ETF TR72201R8339,384$944,1920.12%
56VANGUARD INDEX FDS9229083631,790$919,6980.11%
57RPM INTL INC7496851037,835$906,3530.11%
58VISA INCV2,528$885,8330.11%
59BOOKING HOLDINGS INCBKNG186$856,8850.11%
60LAM RESEARCH CORPLRCX11,666$848,1180.10%
61IDEXX LABS INC45168D1041,880$789,5060.10%
62UBER TECHNOLOGIES INCUBER10,373$755,7770.09%
63TESLA INCTSLA2,891$749,2320.09%
64HOME DEPOT INCHD1,992$729,9210.09%
65SELECT SECTOR SPDR TR81369Y5067,733$722,6650.09%
66TRANSUNIONTRU8,651$717,9460.09%
67GENERAL MTRS CO37045V10015,142$712,1280.09%
68AT&T INCT-PC25,140$710,9460.09%
69VEEVA SYS INCVEEV2,996$693,9630.09%
70PALO ALTO NETWORKS INCPANW4,047$690,5800.09%
71VANGUARD SPECIALIZED FUNDS9219088443,558$690,2160.09%
72MCDONALDS CORPMCD2,200$687,2440.08%
73BANK AMERICA CORP06050510416,156$674,1710.08%
74CISCO SYS INCCSCO10,794$666,0930.08%
75LINDE PLCLIN1,425$663,5370.08%
76CARLYLE GROUP INCCGABL15,006$654,1120.08%
77CME GROUP INCCME2,465$653,9400.08%
78XCEL ENERGY INCXELLL9,228$653,2500.08%
79AMGEN INCAMGN2,093$652,1030.08%
80LIVE NATION ENTERTAINMENT INLYV4,833$631,0930.08%
81INTERNATIONAL BUSINESS MACHSINTR2,495$620,4070.08%
82NETFLIX INCNFLX665$620,1320.08%
83CONOCOPHILLIPSCOP5,779$606,9110.07%
84VANGUARD SCOTTSDALE FDS92206C4097,668$605,3120.07%
85COCA COLA COKO8,448$605,0480.07%
86DATADOG INCDDOG5,966$591,8870.07%
87AGILENT TECHNOLOGIES INCA5,003$585,2510.07%
88CITIGROUP INCC-PR8,241$585,0290.07%
89PEPSICO INCPEP3,888$583,0390.07%
90TAPESTRY INCTPR8,158$574,4050.07%
91WEC ENERGY GROUP INCWEC5,184$564,9520.07%
92SCHWAB STRATEGIC TR80852430022,556$564,8020.07%
93ISHARES INC46434G10310,429$562,8530.07%
94ALTRIA GROUP INCMO9,367$562,2070.07%
95THERMO FISHER SCIENTIFIC INCTMO1,126$560,5030.07%
96FORTINET INCFTNT5,810$559,2710.07%
973M COMMM3,770$553,6620.07%
98JABIL INCJBL4,065$553,1250.07%
99ORACLE CORPORCL-PD3,884$543,0390.07%
100BRISTOL-MYERS SQUIBB COCELG-RI8,892$542,3380.07%
101CHEVRON CORP NEWCVX3,240$541,9650.07%
102ADOBE INCADBE1,370$525,4360.06%
103MSCI INCMSCI921$520,8260.06%
104CUMMINS INCCMI1,641$514,3550.06%
105AMPHENOL CORP NEW0320951017,665$502,7470.06%
106SPDR GOLD TRGLD1,725$497,0420.06%
107GE VERNOVA INCGEV1,612$492,1110.06%
108MERCK & CO INCMRK5,467$490,6810.06%
109ISHARES TR46434V78721,756$487,8780.06%
110PROGRESSIVE CORP7433151031,705$482,4980.06%
111AON PLCAON1,202$479,6670.06%
112DIMENSIONAL ETF TRUST25434V70814,487$477,9380.06%
113VERISIGN INCVRSN1,877$476,5140.06%
114AIRBNB INCABNB3,975$474,8540.06%
115TYLER TECHNOLOGIES INCTYL798$463,9490.06%
116ROBLOX CORPRBLX7,911$461,1320.06%
117ARISTA NETWORKS INCANET5,950$461,0060.06%
118SCHWAB STRATEGIC TR80852470616,599$457,6340.06%
119ISHARES TR46432F3392,672$456,6180.06%
120TRANE TECHNOLOGIES PLCTT1,324$446,0820.05%
121INVESCO QQQ TRIVZ943$442,2510.05%
122KLA CORPKLAC648$440,3110.05%
123ACCENTURE PLC IRELANDACN1,404$438,1040.05%
124ISHARES TR4642876634,690$432,8400.05%
125AMERICAN INTL GROUP INC0268747844,874$423,7460.05%
126INCYTE CORPINCY6,962$421,5490.05%
127TRAVELERS COMPANIES INCTRV1,585$419,1690.05%
128ISHARES TR4642886793,728$411,7950.05%
129SNOWFLAKE INCSNOW2,793$408,2250.05%
130MARTIN MARIETTA MATLS INC573284106843$403,0640.05%
131CINCINNATI FINL CORP1720621012,690$397,3670.05%
132PROCTER AND GAMBLE CO7427181092,329$396,8620.05%
133MONSTER BEVERAGE CORP NEWMNST6,684$391,1480.05%
134DIMENSIONAL ETF TRUST25434V79913,993$388,5860.05%
135ISHARES TR4642878793,968$386,8010.05%
136DIMENSIONAL ETF TRUST25434V66612,574$384,3870.05%
137BLACKROCK INCBLK398$376,9960.05%
138APOLLO GLOBAL MGMT INC03769M1062,748$376,3110.05%
139SSGA ACTIVE ETF TR78467V8489,333$376,0270.05%
140SAP SESAPGF1,381$370,7160.05%
141CITIZENS FINL GROUP INCCIA9,036$370,2050.05%
142PFIZER INCPFE14,559$368,9170.05%
143DEERE & CODE781$366,5620.05%
144CHUBB LIMITEDCB1,213$366,3140.05%
145ISHARES TR4642873093,898$361,8180.04%
146DISNEY WALT CO2546871063,621$357,4150.04%
147WELLS FARGO CO NEW9497461014,908$352,3580.04%
148EDISON INTL2810201075,952$350,6920.04%
149GARMIN LTDGRMN1,598$346,9740.04%
150CVS HEALTH CORPCVS5,100$345,5070.04%
151HSBC HLDGS PLCHBCYF6,016$345,4990.04%
152STEEL DYNAMICS INCSTLD2,725$340,8560.04%
153NORTHROP GRUMMAN CORPNOC665$340,5120.04%
154CENTENE CORP DELCNC5,600$339,9760.04%
155ZOOM COMMUNICATIONS INCZM4,540$334,9160.04%
156CATERPILLAR INCCAT1,003$330,7020.04%
157DEVON ENERGY CORP NEW25179M1038,746$327,1000.04%
158SPDR S&P MIDCAP 400 ETF TRMDY603$321,6880.04%
159HOWMET AEROSPACE INCHWM2,464$319,6550.04%
160ALPHABET INCGOOG2,025$316,4050.04%
161SONY GROUP CORPSNEJF12,416$315,2420.04%
162TOTALENERGIES SETTE4,872$315,1700.04%
163VERIZON COMMUNICATIONS INCVZ6,921$313,9330.04%
164MITSUBISHI UFJ FINL GROUP IN60682210422,973$313,1220.04%
165DANAHER CORPORATION2358511021,519$311,3950.04%
166VANGUARD INDEX FDS9229086291,195$309,0510.04%
167WASTE MGMT INC DEL94106L1091,327$307,2140.04%
168PACKAGING CORP AMER6951561091,527$302,3770.04%
169HILTON WORLDWIDE HLDGS INCHLT1,315$299,2280.04%
170DOORDASH INCDASH1,628$297,5500.04%
171BARCLAYS PLCBCLYF19,347$297,1700.04%
172ASML HOLDING N VASMLF448$296,8580.04%
173APPLIED MATLS INC0382221052,042$296,2800.04%
174PHILIP MORRIS INTL INC7181721091,864$295,8730.04%
175MARATHON PETE CORPMARA2,023$294,7310.04%
176PAYPAL HLDGS INCPYPL4,501$293,6900.04%
177ATLASSIAN CORPORATIONTEAM1,383$293,4860.04%
178SELECT SECTOR SPDR TR81369Y4071,479$292,0430.04%
179ENERGY TRANSFER L PET-PI15,341$285,1890.04%
180DOCUSIGN INCDOCU3,476$282,9460.03%
181RALPH LAUREN CORPRL1,279$282,3260.03%
182KROGER COKR4,124$279,1540.03%
183TRIMBLE INCTRMB4,212$276,5180.03%
184QUALCOMM INCQCOM1,796$275,9550.03%
185HUMANA INCHUM1,038$274,6550.03%
186ALNYLAM PHARMACEUTICALS INCALNY1,014$273,8000.03%
187NATWEST GROUP PLCRBSPF22,897$272,9320.03%
188TEXAS CAP BANCSHARES INC88224Q1073,633$271,3850.03%
189TAKEDA PHARMACEUTICAL CO LTDTKPHF18,203$270,6790.03%
190TEXAS INSTRS INC8825081041,503$270,0910.03%
191DIMENSIONAL ETF TRUST25434V7819,260$269,6510.03%
192THE CIGNA GROUP125523100819$269,4510.03%
193HUNTSMAN CORPHUN17,030$268,9040.03%
194EXELIXIS INCEXEL7,239$267,2640.03%
195ZSCALER INCZS1,332$264,2950.03%
196EVERGY INCEVRG3,833$264,2850.03%
197PIMCO CORPORATE & INCOME OPPPTY18,269$264,1700.03%
198ISHARES TR46429B6972,809$263,0910.03%
199AXIS CAP HLDGS LTDG0692U1092,598$260,4240.03%
200TEXAS ROADHOUSE INCTXRH1,562$260,2760.03%
201ISHARES TR46434V3166,046$258,8900.03%
202LINCOLN NATL CORP IND5341871097,154$256,9110.03%
203ISHARES TR4642874081,340$255,3770.03%
204FIRST TR SPECIALTY FIN & FIN33733G10959,171$254,4350.03%
205GLOBAL PMTS INC37940X1022,580$252,6340.03%
206COMCAST CORP NEWCCZ6,821$251,6990.03%
207TECHNIPFMC PLCFTI7,912$250,7310.03%
208MARVELL TECHNOLOGY INCMRVL4,069$250,5280.03%
209CRH PLCCRH2,803$246,5800.03%
210HALLIBURTON COHAL9,714$246,4480.03%
211AUTOMATIC DATA PROCESSING INADP802$245,1000.03%
212BIOMARIN PHARMACEUTICAL INCBMRN3,466$245,0120.03%
213NATERA INCNTRA1,728$244,3560.03%
214SANOFISNYNF4,372$242,4710.03%
215UNITED PARCEL SERVICE INCUPS2,200$241,9780.03%
216MIZUHO FINANCIAL GROUP INCMZHOF43,837$241,5420.03%
217FREEPORT-MCMORAN INCFCX6,363$240,9030.03%
218VANGUARD INDEX FDS9229086521,391$239,6140.03%
219ROBINHOOD MKTS INC7707001025,743$239,0240.03%
220PALANTIR TECHNOLOGIES INCPLTR2,821$238,0920.03%
221TWILIO INCTWLO2,414$236,3550.03%
222APTIV PLCAPTV3,967$236,0370.03%
223QUIDELORTHO CORPQDEL6,719$234,9630.03%
224BAKER HUGHES COMPANYBKR5,342$234,7810.03%
225UGI CORP NEW9026811057,065$233,6400.03%
226VANGUARD BD INDEX FDS9219378353,177$233,3510.03%
227AUTOZONE INCAZO61$232,5800.03%
228VALLEY NATL BANCORP91979410726,102$232,0470.03%
229INTEL CORPINTC10,163$230,8020.03%
230CAPITAL GROUP GBL GROWTH EQT14020X1048,101$229,5010.03%
231DRAFTKINGS INC NEWDKNG6,905$229,3150.03%
232SYNCHRONY FINANCIALSYF-PB4,319$228,6480.03%
233FMC CORPFMC5,417$228,5430.03%
234ZIMMER BIOMET HOLDINGS INCZBH2,012$227,6750.03%
235SCHWAB CHARLES CORPSCHW-PJ2,886$225,9160.03%
236RELX PLCRLXXF4,457$224,6770.03%
237MOLINA HEALTHCARE INCMOH681$224,3150.03%
238CONCENTRIX CORPCNXC4,023$223,8400.03%
239EATON CORP PLCETN822$223,4440.03%
240SELECT SECTOR SPDR TR81369Y2091,530$223,3950.03%
241STATE STR CORPSTT-PG2,488$222,7510.03%
242WEST PHARMACEUTICAL SVSC INC955306105977$218,7310.03%
243ZOETIS INCZTS1,320$217,3600.03%
244ENTERGY CORP NEWENO2,522$215,6060.03%
245NUTANIX INCNTNX3,085$215,3640.03%
246J P MORGAN EXCHANGE TRADED F46641Q8374,243$214,8230.03%
247VALERO ENERGY CORPVLO1,624$214,4820.03%
248ELEVANCE HEALTH INCELV493$214,4350.03%
249FEDERATED HERMES INCFHI5,256$214,2870.03%
250COMFORT SYS USA INC199908104661$213,0600.03%
251GILEAD SCIENCES INCGILD1,899$212,7500.03%
252LOCKHEED MARTIN CORPLMT475$212,3550.03%
253ISHARES TR46432F3961,043$210,8220.03%
254VANGUARD INDEX FDS922908751948$210,1800.03%
255ISHARES TR4642874731,663$209,5150.03%
256UNION PAC CORPUNP885$209,1640.03%
257ISHARES TR46434V4565,229$207,5390.03%
258ETSY INCETSY4,386$206,9310.03%
259CNH INDL N VN2094410916,827$206,6360.03%
260MPLX LPMPLXP3,825$204,7140.03%
261DUPONT DE NEMOURS INCDD2,738$204,5040.03%
262JOHNSON CTLS INTL PLCG515021052,529$202,5980.02%
263EOG RES INCEOG1,575$201,9780.02%
264CARMAX INCKMX2,583$201,2670.02%
265DIMENSIONAL ETF TRUST25434V7327,584$200,6720.02%
266CARNIVAL CORPCUKPF10,082$196,9010.02%
267SELECT SECTOR SPDR TR81369Y7041,493$195,6880.02%
268VANGUARD WORLD FD92204A603781$193,3370.02%
269SCHWAB STRATEGIC TR8085242018,208$181,2330.02%
270PG&E CORPPCG-PX10,538$181,0430.02%
271BANCO SANTANDER S.A.BCDRF27,021$181,0410.02%
272ISHARES TR46429B6892,306$179,6840.02%
273ISHARES TR4642871501,256$153,2450.02%
274HUNTINGTON BANCSHARES INCHBANP10,169$152,6370.02%
275BANCO BILBAO VIZCAYA ARGENTABBVXF11,177$152,2310.02%
276SELECT SECTOR SPDR TR81369Y803679$140,2000.02%
277SNAP INCSNAP16,063$139,9090.02%
278FINVOLUTION GROUPFVGPY13,034$125,5170.02%
279INVESCO EXCHANGE TRADED FD TIVZ1,070$124,7090.02%
280J P MORGAN EXCHANGE TRADED F46641Q3082,344$123,5780.02%
281ISHARES INC464286392796$121,9310.02%
282DNP SELECT INCOME FD INC23325P10411,987$118,5550.01%
283SCHWAB STRATEGIC TR8085245084,299$112,6340.01%
284VANGUARD WORLD FD92204A405899$107,4040.01%
285SELECT SECTOR SPDR TR81369Y8521,082$104,3590.01%
286VANGUARD SCOTTSDALE FDS92206C7061,720$102,1680.01%
287INVESCO EXCHANGE TRADED FD TIVZ2,000$100,4000.01%
288NOMURA HLDGS INCNRSCF16,241$99,8820.01%
289ISHARES TR464287598527$99,1600.01%
290ISHARES INC46434G7641,747$96,2420.01%
291ISHARES TR4642878121,327$94,9990.01%
292VANGUARD INDEX FDS922908611500$93,1450.01%
293ISHARES TR464287614237$85,6950.01%
294ISHARES TR464287481676$79,4430.01%
295ISHARES TR46434V2901,231$76,5190.01%
296DIMENSIONAL ETF TRUST25434V4011,247$75,4190.01%
297ISHARES TR464287655366$73,0130.01%
298ISHARES TR464287432800$72,8240.01%
299SCHWAB STRATEGIC TR8085247712,889$68,2090.01%
300ISHARES TR46434V2661,928$64,9360.01%
301WIPRO LTDWIT21,082$64,5110.01%
302ISHARES TR464287721453$63,6540.01%
303UWM HOLDINGS CORPORATIONUWMC11,640$63,5540.01%
304ISHARES TR464287648246$62,8590.01%
305GABELLI EQUITY TR INCGAB-PK11,185$61,6280.01%
306ISHARES TR464287804584$61,0800.01%
307SELECT SECTOR SPDR TR81369Y6051,183$58,9250.01%
308NOKIA CORPNOKBF10,608$55,9040.01%
309ISHARES TR464287622178$54,4560.01%
310INVESCO EXCHANGE TRADED FD TIVZ1,100$50,6220.01%
311J P MORGAN EXCHANGE TRADED F46641Q209843$48,1690.01%
312PIMCO ETF TR72201R775507$46,8800.01%
313VANGUARD INDEX FDS922908736120$44,4980.01%
314LLOYDS BANKING GROUP PLCLLOBF10,416$39,7890.00%
315ISHARES TR464288760250$38,2750.00%
316DIMENSIONAL ETF TRUST25434V724894$36,8420.00%
317ISHARES TR46434V6471,413$34,2790.00%
318ISHARES TR464287465409$33,4280.00%
319VANGUARD SCOTTSDALE FDS92206C714404$33,3460.00%
320SCHWAB STRATEGIC TR8085247301,066$32,8330.00%
321ISHARES TR464287507554$32,3260.00%
322INVESCO EXCHANGE TRADED FD TIVZ442$29,3220.00%
323ISHARES TR464288513371$29,2680.00%
324WISDOMTREE TRWT594$26,9230.00%
325ISHARES TR464287341627$26,3780.00%
326DIMENSIONAL ETF TRUST25434V807616$24,2460.00%
327ISHARES TR464288695292$23,8570.00%
328ISHARES TR464287325247$22,5260.00%
329ISHARES TR464288521368$21,1970.00%
330ISHARES TR464287556127$16,2430.00%
331ISHARES TR46428752383$15,6310.00%
332DIMENSIONAL ETF TRUST25434V674299$15,3990.00%
333DIMENSIONAL ETF TRUST25434V500254$15,1770.00%
334VANGUARD WORLD FD92204A50453$14,1170.00%
335VANGUARD INDEX FDS92290874467$11,5740.00%
336SELECT SECTOR SPDR TR81369Y100134$11,5210.00%
337J P MORGAN EXCHANGE TRADED F46641Q332200$11,4280.00%
338SELECT SECTOR SPDR TR81369Y886138$10,8810.00%
339VANGUARD INTL EQUITY INDEX F922042858239$10,8280.00%
340VANGUARD SCOTTSDALE FDS92206C66498$7,9040.00%
341PIMCO ETF TR72201R71882$7,8700.00%
342SELECT SECTOR SPDR TR81369Y30885$6,9420.00%
343DIMENSIONAL ETF TRUST25434V716120$4,2970.00%
344SELECT SECTOR SPDR TR81369Y86086$3,5990.00%
345SPDR INDEX SHS FDS78463X74952$2,2690.00%
346ISHARES TR46428723441$1,7920.00%
347SCHWAB STRATEGIC TR80852487031$8340.00%
348VANGUARD SCOTTSDALE FDS92206C56512$8260.00%
349VANGUARD INDEX FDS9229085537$6340.00%
350ISHARES TR46428718414$5020.00%
351ISHARES TR4642874995$4370.00%
352INVESCO EXCHANGE TRADED FD TIVZ2$3480.00%