Symphony Financial
Latest statistics and disclosures from Symphony Financial's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPTM, NVDA, SPYG, MSFT, AGGY, and represent 21.86% of Symphony Financial's stock portfolio.
- Added to shares of these 10 stocks: PULS (+$13M), NVDA, MRK, SPY, GOOGL, BKAG, AGG, META, AGGY, BKLC.
- Started 30 new stock positions in EQT, UAL, BA, GFL, TRGP, PLTR, ELV, TSM, PRF, LRCX.
- Reduced shares in these 10 stocks: VTI (-$5.8M), VOO, XOM, , MO, PM, UGI, IWV, COST, ACN.
- Sold out of its positions in BCS, BAX, BlackRock, BAH, CME, CSWI, COMM, MSMR, FBLG, Fuelcell Energy.
- Symphony Financial was a net buyer of stock by $10M.
- Symphony Financial has $636M in assets under management (AUM), dropping by 5.21%.
- Central Index Key (CIK): 0001800687
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Portfolio Holdings for Symphony Financial
Symphony Financial holds 222 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|
|---|---|---|---|---|---|---|
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 5.9 | $38M | 513k | 73.59 |
|
|
| NVIDIA Corporation (NVDA) | 5.5 | $35M | +13% | 246k | 141.14 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 4.7 | $30M | 332k | 90.76 |
|
|
| Microsoft Corporation (MSFT) | 3.0 | $19M | -3% | 44k | 431.75 |
|
| Wisdomtree Tr Yield Enhancd Us (AGGY) | 2.7 | $17M | +8% | 404k | 43.03 |
|
| Amazon (AMZN) | 2.7 | $17M | -4% | 75k | 231.25 |
|
| Apple (AAPL) | 2.7 | $17M | -4% | 77k | 223.13 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 2.6 | $17M | +5% | 73k | 228.40 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 2.6 | $17M | +2% | 166k | 100.09 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 2.5 | $16M | -3% | 246k | 65.26 |
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 2.3 | $14M | +746% | 289k | 49.69 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 2.1 | $14M | +4% | 260k | 52.38 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 1.9 | $12M | +10% | 192k | 63.35 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.9 | $12M | +6% | 165k | 72.45 |
|
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 1.8 | $11M | +6% | 198k | 57.73 |
|
| Broadcom (AVGO) | 1.8 | $11M | -5% | 47k | 241.40 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 1.7 | $11M | 113k | 94.52 |
|
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 1.5 | $9.3M | +2% | 136k | 68.75 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $9.1M | +26% | 46k | 198.35 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.4 | $9.0M | -4% | 49k | 182.14 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 1.3 | $8.6M | 170k | 50.50 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.3 | $8.5M | +32% | 14k | 603.21 |
|
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 1.3 | $8.4M | 291k | 28.98 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 1.2 | $7.5M | 30k | 253.14 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.2 | $7.5M | +3% | 12k | 607.12 |
|
| Home Depot (HD) | 1.0 | $6.3M | +3% | 15k | 416.13 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.9 | $6.0M | +5% | 84k | 72.00 |
|
| Exxon Mobil Corporation (XOM) | 0.9 | $5.8M | -35% | 52k | 111.46 |
|
| JPMorgan Chase & Co. (JPM) | 0.9 | $5.5M | 21k | 262.23 |
|
|
| Costco Wholesale Corporation (COST) | 0.9 | $5.5M | -16% | 5.8k | 945.85 |
|
| Altria (MO) | 0.9 | $5.4M | -24% | 106k | 51.31 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $5.3M | 27k | 199.72 |
|
|
| Johnson & Johnson (JNJ) | 0.8 | $5.2M | -5% | 35k | 147.48 |
|
| salesforce (CRM) | 0.8 | $5.2M | +5% | 16k | 328.10 |
|
| Meta Platforms Cl A (META) | 0.8 | $5.0M | +42% | 8.1k | 621.07 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.8 | $4.9M | -54% | 17k | 294.20 |
|
| Chevron Corporation (CVX) | 0.8 | $4.8M | +6% | 31k | 158.05 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $4.8M | -14% | 10k | 468.06 |
|
| Oracle Corporation (ORCL) | 0.7 | $4.7M | +24% | 26k | 179.62 |
|
| Verizon Communications (VZ) | 0.7 | $4.5M | -5% | 115k | 39.02 |
|
| Tesla Motors (TSLA) | 0.7 | $4.4M | +6% | 11k | 422.84 |
|
| Mastercard Incorporated Cl A (MA) | 0.7 | $4.3M | 8.2k | 528.26 |
|
|
| Philip Morris International (PM) | 0.7 | $4.3M | -27% | 35k | 123.48 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.7 | $4.3M | +11% | 121k | 35.35 |
|
| Sun Life Financial (SLF) | 0.6 | $3.8M | -4% | 65k | 58.98 |
|
| Ishares Tr National Mun Etf (MUB) | 0.6 | $3.8M | +39% | 36k | 106.40 |
|
| Merck & Co (MRK) | 0.6 | $3.6M | +242% | 37k | 96.24 |
|
| Eli Lilly & Co. (LLY) | 0.6 | $3.6M | -9% | 4.8k | 748.32 |
|
| Visa Com Cl A (V) | 0.6 | $3.6M | 11k | 323.59 |
|
|
| Wal-Mart Stores (WMT) | 0.5 | $3.3M | -10% | 35k | 93.08 |
|
| Netflix (NFLX) | 0.5 | $2.9M | +27% | 3.3k | 893.43 |
|
| Caterpillar (CAT) | 0.4 | $2.7M | 6.9k | 396.13 |
|
|
| Nextera Energy (NEE) | 0.4 | $2.6M | -2% | 36k | 70.85 |
|
| Ishares Core Msci Emkt (IEMG) | 0.4 | $2.6M | +2% | 48k | 52.90 |
|
| McDonald's Corporation (MCD) | 0.4 | $2.5M | +7% | 9.0k | 282.16 |
|
| Digital Realty Trust (DLR) | 0.4 | $2.5M | -6% | 14k | 183.56 |
|
| UnitedHealth (UNH) | 0.4 | $2.5M | -29% | 4.7k | 523.41 |
|
| Bny Mellon Etf Trust Core Bond Etf (BKAG) | 0.4 | $2.4M | +302% | 57k | 41.37 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $2.3M | -30% | 6.6k | 357.15 |
|
| Abbvie (ABBV) | 0.4 | $2.3M | 14k | 171.99 |
|
|
| At&t (T) | 0.4 | $2.3M | -2% | 104k | 22.39 |
|
| Adobe Systems Incorporated (ADBE) | 0.4 | $2.3M | 5.2k | 436.37 |
|
|
| Amgen (AMGN) | 0.4 | $2.2M | -5% | 8.1k | 274.76 |
|
| Realty Income (O) | 0.3 | $2.2M | -6% | 39k | 55.26 |
|
| 3M Company (MMM) | 0.3 | $2.1M | 14k | 147.14 |
|
|
| Procter & Gamble Company (PG) | 0.3 | $2.1M | -12% | 13k | 161.94 |
|
| American Express Company (AXP) | 0.3 | $2.1M | 6.5k | 317.93 |
|
|
| Bny Mellon Etf Trust Us Lrg Cp Core (BKLC) | 0.3 | $2.0M | +197% | 17k | 115.52 |
|
| Cummins (CMI) | 0.3 | $2.0M | +7% | 5.5k | 364.15 |
|
| Lowe's Companies (LOW) | 0.3 | $2.0M | -6% | 7.4k | 264.24 |
|
| Iron Mountain (IRM) | 0.3 | $2.0M | 18k | 109.76 |
|
|
| T. Rowe Price (TROW) | 0.3 | $1.9M | +64% | 17k | 112.91 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $1.9M | -16% | 3.6k | 524.79 |
|
| International Paper Company (IP) | 0.3 | $1.8M | +5% | 31k | 58.01 |
|
| Raytheon Technologies Corp (RTX) | 0.3 | $1.7M | -3% | 14k | 125.68 |
|
| Palo Alto Networks (PANW) | 0.3 | $1.6M | +21% | 8.9k | 183.77 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $1.6M | NEW | 17k | 97.24 |
|
| Duke Energy Corp Com New (DUK) | 0.3 | $1.6M | -13% | 15k | 110.66 |
|
| General Dynamics Corporation (GD) | 0.3 | $1.6M | 6.0k | 271.65 |
|
|
| Texas Instruments Incorporated (TXN) | 0.2 | $1.6M | 8.0k | 195.25 |
|
|
| Oneok (OKE) | 0.2 | $1.6M | +4% | 15k | 107.32 |
|
| Abbott Laboratories (ABT) | 0.2 | $1.5M | +51% | 13k | 116.80 |
|
| Public Service Enterprise (PEG) | 0.2 | $1.5M | +6% | 17k | 88.81 |
|
| Consolidated Edison (ED) | 0.2 | $1.5M | -3% | 16k | 93.21 |
|
| Coca-Cola Company (KO) | 0.2 | $1.5M | 23k | 62.41 |
|
|
| Truist Financial Corp equities (TFC) | 0.2 | $1.4M | +6% | 30k | 46.72 |
|
| Pepsi (PEP) | 0.2 | $1.3M | -29% | 9.0k | 148.56 |
|
| Southern Company (SO) | 0.2 | $1.3M | -21% | 16k | 83.82 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.2 | $1.3M | +12% | 8.9k | 145.33 |
|
| Morgan Stanley Com New (MS) | 0.2 | $1.3M | +51% | 9.4k | 136.08 |
|
| Pfizer (PFE) | 0.2 | $1.3M | +15% | 48k | 26.36 |
|
| Bristol Myers Squibb (BMY) | 0.2 | $1.2M | +22% | 22k | 56.96 |
|
| Extra Space Storage (EXR) | 0.2 | $1.2M | -9% | 8.2k | 151.90 |
|
| Nordson Corporation (NDSN) | 0.2 | $1.2M | +14% | 5.6k | 219.02 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.2 | $1.2M | 32k | 35.84 |
|
|
| Franklin Resources (BEN) | 0.2 | $1.1M | +86% | 58k | 19.79 |
|
| Honeywell International (HON) | 0.2 | $1.1M | +26% | 5.0k | 225.06 |
|
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.2 | $1.1M | NEW | 33k | 32.83 |
|
| Fortinet (FTNT) | 0.2 | $1.1M | 11k | 97.20 |
|
|
| Air Products & Chemicals (APD) | 0.2 | $1.0M | +3% | 3.2k | 319.75 |
|
| Servicenow (NOW) | 0.2 | $1.0M | 937.00 | 1097.15 |
|
|
| Lockheed Martin Corporation (LMT) | 0.2 | $1.0M | -15% | 2.0k | 506.22 |
|
| Intuit (INTU) | 0.2 | $1.0M | 1.6k | 609.52 |
|
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.1 | $904k | +3% | 15k | 59.91 |
|
| Waste Management (WM) | 0.1 | $894k | 4.2k | 212.91 |
|
|
| Illinois Tool Works (ITW) | 0.1 | $879k | -43% | 3.4k | 261.42 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $871k | -11% | 12k | 71.56 |
|
| Vaneck Etf Trust Bdc Income Etf (BIZD) | 0.1 | $847k | -3% | 49k | 17.20 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $846k | -24% | 2.1k | 409.73 |
|
| United Parcel Service CL B (UPS) | 0.1 | $837k | +39% | 6.3k | 132.72 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $828k | -6% | 6.2k | 132.80 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $818k | -15% | 1.2k | 676.93 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $802k | NEW | 11k | 73.19 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $801k | -11% | 8.6k | 93.47 |
|
| Advanced Micro Devices (AMD) | 0.1 | $783k | +194% | 6.4k | 123.15 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $778k | -2% | 1.4k | 573.46 |
|
| Uber Technologies (UBER) | 0.1 | $768k | +20% | 11k | 67.86 |
|
| Bny Mellon Etf Trust Us Mdcp Core Eqt (BKMC) | 0.1 | $744k | +213% | 7.0k | 106.93 |
|
| Ishares Tr Faln Angls Usd (FALN) | 0.1 | $738k | +8% | 27k | 27.05 |
|
| Ast Spacemobile Com Cl A (ASTS) | 0.1 | $737k | 32k | 23.10 |
|
|
| Spdr Ser Tr Portfli Intrmdit (SPTI) | 0.1 | $727k | NEW | 26k | 27.96 |
|
| Roper Industries (ROP) | 0.1 | $678k | 1.3k | 530.92 |
|
|
| Fs Kkr Capital Corp (FSK) | 0.1 | $656k | -3% | 29k | 22.44 |
|
| Automatic Data Processing (ADP) | 0.1 | $644k | 2.2k | 298.05 |
|
|
| Applied Materials (AMAT) | 0.1 | $633k | +34% | 3.3k | 193.32 |
|
| Vaneck Etf Trust Clo Etf (CLOI) | 0.1 | $617k | 12k | 53.02 |
|
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $613k | -7% | 6.7k | 91.63 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.1 | $607k | +10% | 10k | 59.47 |
|
| Phillips 66 (PSX) | 0.1 | $595k | -3% | 4.9k | 120.49 |
|
| Constellation Energy (CEG) | 0.1 | $577k | -10% | 1.8k | 323.72 |
|
| Synopsys (SNPS) | 0.1 | $569k | +156% | 1.1k | 537.20 |
|
| Monolithic Power Systems (MPWR) | 0.1 | $561k | +27% | 833.00 | 673.69 |
|
| Valero Energy Corporation (VLO) | 0.1 | $547k | -5% | 3.9k | 139.52 |
|
| Microchip Technology (MCHP) | 0.1 | $520k | NEW | 8.9k | 58.48 |
|
| Ryder System (R) | 0.1 | $512k | -2% | 3.1k | 165.57 |
|
| Interpublic Group of Companies (IPG) | 0.1 | $507k | +11% | 18k | 28.00 |
|
| Cisco Systems (CSCO) | 0.1 | $492k | -10% | 8.1k | 61.02 |
|
| Cullen/Frost Bankers (CFR) | 0.1 | $490k | 3.4k | 142.60 |
|
|
| Mv Oil Tr Tr Units (MVO) | 0.1 | $474k | -4% | 66k | 7.18 |
|
| Rockwell Automation (ROK) | 0.1 | $471k | -59% | 1.6k | 290.76 |
|
| Ishares Tr Mbs Etf (MBB) | 0.1 | $467k | NEW | 5.1k | 91.92 |
|
| Eaton Corp SHS (ETN) | 0.1 | $457k | -13% | 1.3k | 357.54 |
|
| Ge Aerospace Com New (GE) | 0.1 | $448k | +18% | 2.4k | 187.52 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $446k | -31% | 12k | 36.97 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.1 | $440k | NEW | 9.5k | 46.58 |
|
| TJX Companies (TJX) | 0.1 | $439k | 3.6k | 123.30 |
|
|
| Ishares Tr Msci India Etf (INDA) | 0.1 | $430k | +12% | 8.5k | 50.73 |
|
| Gilead Sciences (GILD) | 0.1 | $429k | +4% | 4.6k | 92.96 |
|
| Union Pacific Corporation (UNP) | 0.1 | $428k | -18% | 1.8k | 236.66 |
|
| Qualcomm (QCOM) | 0.1 | $419k | -8% | 2.5k | 167.40 |
|
| Kla Corp Com New (KLAC) | 0.1 | $403k | NEW | 525.00 | 767.55 |
|
| Enbridge (ENB) | 0.1 | $402k | +7% | 8.9k | 45.31 |
|
| Ishares Tr Msci Usa Value (VLUE) | 0.1 | $396k | 3.6k | 110.93 |
|
|
| American Tower Reit (AMT) | 0.1 | $386k | -6% | 2.0k | 189.86 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $381k | -21% | 1.0k | 366.53 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $373k | -5% | 2.4k | 156.51 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $369k | +4% | 5.8k | 63.11 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $368k | -38% | 859.00 | 427.89 |
|
| Booking Holdings (BKNG) | 0.1 | $366k | 78.00 | 4696.15 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $365k | -5% | 6.1k | 60.21 |
|
| Timothy Plan Us Lrgmd Cp Core (TPLC) | 0.1 | $352k | 7.8k | 45.20 |
|
|
| Skechers U S A Cl A (SKX) | 0.1 | $339k | -11% | 4.6k | 73.79 |
|
| Blackrock (BLK) | 0.1 | $337k | NEW | 333.00 | 1013.19 |
|
| Ternium Sa Sponsored Ads (TX) | 0.1 | $336k | 12k | 28.77 |
|
|
| TWFG Com Cl A (TWFG) | 0.1 | $336k | 11k | 30.38 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $331k | 2.6k | 126.52 |
|
|
| Emerson Electric (EMR) | 0.1 | $325k | -8% | 2.5k | 129.48 |
|
| Tg Therapeutics (TGTX) | 0.1 | $324k | NEW | 11k | 29.43 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $322k | -11% | 3.6k | 90.70 |
|
| S&p Global (SPGI) | 0.1 | $319k | -11% | 627.00 | 509.24 |
|
| Bny Mellon Etf Trust High Yield Etf (BKHY) | 0.0 | $315k | NEW | 6.5k | 48.19 |
|
| Analog Devices (ADI) | 0.0 | $315k | +21% | 1.4k | 221.45 |
|
| Fastenal Company (FAST) | 0.0 | $314k | -69% | 4.1k | 76.08 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.0 | $309k | -11% | 8.4k | 36.73 |
|
| Progressive Corporation (PGR) | 0.0 | $308k | NEW | 1.3k | 241.00 |
|
| Peak (DOC) | 0.0 | $307k | +21% | 15k | 21.01 |
|
| Goldman Sachs (GS) | 0.0 | $306k | -6% | 483.00 | 634.19 |
|
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.0 | $295k | NEW | 7.3k | 40.59 |
|
| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $295k | 5.0k | 59.10 |
|
|
| Louisiana-Pacific Corporation (LPX) | 0.0 | $294k | NEW | 2.5k | 117.64 |
|
| Paypal Holdings (PYPL) | 0.0 | $292k | NEW | 3.3k | 89.71 |
|
| Dow (DOW) | 0.0 | $290k | -8% | 7.0k | 41.58 |
|
| GSK Sponsored Adr (GSK) | 0.0 | $284k | +2% | 8.4k | 33.78 |
|
| Targa Res Corp (TRGP) | 0.0 | $282k | NEW | 1.3k | 217.25 |
|
| Timothy Plan Hig Dv Stk Etf (TPHD) | 0.0 | $281k | 7.4k | 38.16 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $280k | -93% | 510.00 | 549.17 |
|
| Ishares Tr Mortge Rel Etf (REM) | 0.0 | $280k | -4% | 13k | 22.00 |
|
| Diamondback Energy (FANG) | 0.0 | $276k | -26% | 1.6k | 176.93 |
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.0 | $272k | NEW | 9.2k | 29.70 |
|
| Timothy Plan U S Sm Cp Core (TPSC) | 0.0 | $271k | 6.7k | 40.64 |
|
|
| American Electric Power Company (AEP) | 0.0 | $267k | 2.7k | 97.82 |
|
|
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $261k | -38% | 3.5k | 74.26 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $256k | 426.00 | 601.62 |
|
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $250k | -2% | 2.5k | 100.55 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $245k | -24% | 1.3k | 181.53 |
|
| Barrick Gold Corp (GOLD) | 0.0 | $245k | 15k | 15.98 |
|
|
| Lam Research Corp Com New (LRCX) | 0.0 | $244k | NEW | 3.0k | 81.49 |
|
| Wells Fargo & Company (WFC) | 0.0 | $242k | NEW | 3.1k | 77.86 |
|
| Insperity (NSP) | 0.0 | $240k | -5% | 3.0k | 80.48 |
|
| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.0 | $237k | +10% | 6.0k | 39.40 |
|
| Boeing Company (BA) | 0.0 | $236k | NEW | 1.3k | 175.55 |
|
| Enterprise Products Partners (EPD) | 0.0 | $235k | 6.9k | 33.95 |
|
|
| Stellar Bancorp Ord (STEL) | 0.0 | $235k | 8.3k | 28.42 |
|
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $233k | -48% | 3.0k | 77.74 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $233k | NEW | 386.00 | 602.90 |
|
| Hldgs (UAL) | 0.0 | $230k | NEW | 2.1k | 110.50 |
|
| Anthem (ELV) | 0.0 | $230k | NEW | 590.00 | 389.33 |
|
| Wp Carey (WPC) | 0.0 | $224k | -30% | 3.9k | 56.87 |
|
| EQT Corporation (EQT) | 0.0 | $223k | NEW | 4.1k | 54.42 |
|
| Ralph Lauren Corp Cl A (RL) | 0.0 | $223k | NEW | 900.00 | 247.73 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $222k | NEW | 1.0k | 218.70 |
|
| Broadridge Financial Solutions (BR) | 0.0 | $216k | NEW | 923.00 | 233.55 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $215k | -5% | 1.9k | 115.25 |
|
| Gfl Environmental Sub Vtg Shs (GFL) | 0.0 | $213k | NEW | 5.1k | 41.72 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $212k | 2.8k | 74.95 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $212k | NEW | 9.1k | 23.18 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $209k | 448.00 | 467.40 |
|
|
| Northrop Grumman Corporation (NOC) | 0.0 | $204k | 403.00 | 504.92 |
|
|
| Unilever Spon Adr New (UL) | 0.0 | $203k | -13% | 3.6k | 56.91 |
|
| Citigroup Com New (C) | 0.0 | $202k | NEW | 2.5k | 81.66 |
|
| Transocean Registered Shs (RIG) | 0.0 | $40k | 10k | 3.94 |
|
|
| Ambev Sa Sponsored Adr (ABEV) | 0.0 | $26k | +25% | 14k | 1.82 |
|
Past Filings by Symphony Financial
SEC 13F filings are viewable for Symphony Financial going back to 2020
- Symphony Financial 2024 Q4 filed Jan. 24, 2025
- Symphony Financial 2024 Q3 filed Oct. 21, 2024
- Symphony Financial 2024 Q2 filed July 18, 2024
- Symphony Financial 2024 Q1 filed April 17, 2024
- Symphony Financial 2023 Q4 filed Jan. 18, 2024
- Symphony Financial 2023 Q3 filed Nov. 7, 2023
- Symphony Financial 2023 Q2 filed July 12, 2023
- Symphony Financial 2023 Q1 filed May 3, 2023
- Symphony Financial 2022 Q4 filed Jan. 26, 2023
- Symphony Financial 2022 Q3 filed Oct. 28, 2022
- Symphony Financial 2022 Q2 filed July 18, 2022
- Symphony Financial 2022 Q1 filed May 13, 2022
- Symphony Financial 2021 Q4 filed Jan. 19, 2022
- Symphony Financial 2021 Q3 filed Oct. 12, 2021
- Symphony Financial 2021 Q2 filed July 13, 2021
- Symphony Financial 2021 Q1 filed April 15, 2021