Symphony Financial
Latest statistics and disclosures from Symphony Financial's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPTM, NVDA, SPYG, MSFT, AAPL, and represent 21.61% of Symphony Financial's stock portfolio.
- Added to shares of these 10 stocks: SPY (+$7.2M), QQQ, RTX, LYB, SPYG, SPIB, IEFA, NVDA, IUSV, V.
- Started 34 new stock positions in RTX, FIX, SPMO, ADT, BKSE, BKMC, SYY, CLX, FAPR, MSI.
- Reduced shares in these 10 stocks: BKNG (-$220M), NFLX (-$22M), VTI (-$16M), COST (-$12M), LLY (-$8.4M), META (-$6.6M), NOW (-$5.5M), CAT (-$5.4M), CRWD (-$5.3M), BLK.
- Sold out of its positions in APD, AZO, CME, CTAS, DHR, DRI, BEN, FCX, IWV, Lucid Group. MNST, SMR, PYPL, RSG, SPTI, BIL, XLF, XLK, TWFG, ZTS, CB.
- Symphony Financial was a net seller of stock by $-330M.
- Symphony Financial has $822M in assets under management (AUM), dropping by 7.66%.
- Central Index Key (CIK): 0001800687
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Portfolio Holdings for Symphony Financial
Symphony Financial holds 270 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust Portfoli S&p1500 (SPTM) | 6.0 | $49M | 613k | 80.19 |
|
|
| NVIDIA Corporation (NVDA) | 5.3 | $44M | +4% | 234k | 186.24 |
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| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 4.1 | $34M | +7% | 325k | 104.30 |
|
| Microsoft Corporation (MSFT) | 3.3 | $27M | -6% | 52k | 517.98 |
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| Apple (AAPL) | 2.9 | $24M | 94k | 255.08 |
|
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| Ishares Tr Russell 2000 Etf (IWM) | 2.8 | $23M | -10% | 96k | 243.56 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 2.4 | $20M | +5% | 201k | 99.58 |
|
| Amazon (AMZN) | 2.4 | $20M | +2% | 91k | 219.44 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 2.2 | $19M | +12% | 209k | 88.35 |
|
| Spdr Series Trust Portfolio Intrmd (SPIB) | 2.2 | $18M | +13% | 531k | 33.89 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 2.1 | $17M | +4% | 221k | 78.63 |
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 2.0 | $16M | +8% | 326k | 49.83 |
|
| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 1.7 | $14M | +3% | 259k | 55.02 |
|
| Broadcom (AVGO) | 1.7 | $14M | -14% | 42k | 328.52 |
|
| Spdr Gold Tr Gold Shs (GLD) | 1.7 | $14M | -2% | 39k | 353.25 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.6 | $13M | 55k | 243.55 |
|
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.5 | $12M | +137% | 19k | 665.26 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 1.4 | $12M | +15% | 116k | 100.18 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.3 | $11M | -15% | 16k | 669.94 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.3 | $10M | -60% | 31k | 327.70 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.2 | $9.7M | -13% | 50k | 195.14 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 1.2 | $9.7M | +4% | 133k | 72.98 |
|
| JPMorgan Chase & Co. (JPM) | 1.1 | $9.4M | +12% | 30k | 311.31 |
|
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 1.1 | $9.0M | 304k | 29.69 |
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| Spdr Series Trust S&p 600 Smcp Val (SLYV) | 1.1 | $9.0M | 102k | 88.60 |
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| Tesla Motors (TSLA) | 1.1 | $9.0M | -18% | 20k | 441.14 |
|
| Johnson & Johnson (JNJ) | 1.0 | $8.4M | -3% | 45k | 183.90 |
|
| Meta Platforms Cl A (META) | 1.0 | $8.0M | -45% | 11k | 728.84 |
|
| Ishares Tr Glb Infrastr Etf (IGF) | 1.0 | $7.9M | +11% | 129k | 60.97 |
|
| Home Depot (HD) | 1.0 | $7.8M | -15% | 20k | 400.81 |
|
| Exxon Mobil Corporation (XOM) | 0.9 | $7.8M | 69k | 112.75 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $7.7M | +2% | 32k | 242.24 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.9 | $7.7M | -2% | 152k | 50.74 |
|
| Oracle Corporation (ORCL) | 0.9 | $7.7M | -11% | 27k | 285.89 |
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| Altria (MO) | 0.9 | $7.5M | 114k | 65.65 |
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| Ishares Core Msci Emkt (IEMG) | 0.8 | $6.3M | +22% | 94k | 66.91 |
|
| Visa Com Cl A (V) | 0.7 | $5.7M | +32% | 17k | 340.95 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.7 | $5.7M | 64k | 88.90 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $5.7M | -25% | 11k | 501.39 |
|
| Costco Wholesale Corporation (COST) | 0.7 | $5.6M | -68% | 6.2k | 918.03 |
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| Spdr Series Trust Portfolio S&p400 (SPMD) | 0.7 | $5.6M | 98k | 56.82 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.7 | $5.5M | 129k | 42.65 |
|
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| Mastercard Incorporated Cl A (MA) | 0.7 | $5.4M | -41% | 9.5k | 569.26 |
|
| Verizon Communications (VZ) | 0.6 | $5.1M | -2% | 116k | 43.76 |
|
| Eli Lilly & Co. (LLY) | 0.6 | $4.8M | -63% | 6.2k | 772.96 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $4.8M | NEW | 7.9k | 598.98 |
|
| UnitedHealth (UNH) | 0.6 | $4.7M | -20% | 14k | 346.43 |
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| Pepsi (PEP) | 0.5 | $4.4M | 31k | 140.32 |
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| Abbvie (ABBV) | 0.5 | $4.2M | +11% | 19k | 227.26 |
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| salesforce (CRM) | 0.5 | $4.2M | -21% | 17k | 240.39 |
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| Netflix (NFLX) | 0.5 | $4.1M | -84% | 3.4k | 1183.94 |
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| Chevron Corporation (CVX) | 0.5 | $4.1M | 26k | 154.52 |
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| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.5 | $4.0M | +24% | 301k | 13.45 |
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| Bny Mellon Etf Trust Core Bond Etf (BKAG) | 0.5 | $3.8M | +10% | 89k | 42.62 |
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| Wal-Mart Stores (WMT) | 0.4 | $3.7M | 35k | 103.64 |
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| Sun Life Financial (SLF) | 0.4 | $3.5M | -5% | 59k | 59.48 |
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| Bny Mellon Etf Trust Us Lrg Cp Core (BKLC) | 0.4 | $3.4M | +21% | 27k | 127.54 |
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| Philip Morris International (PM) | 0.4 | $3.4M | -43% | 21k | 158.64 |
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| McDonald's Corporation (MCD) | 0.4 | $3.3M | -18% | 11k | 300.98 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $3.2M | 50k | 65.41 |
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| At&t (T) | 0.4 | $3.2M | +2% | 118k | 27.28 |
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| Ishares Tr National Mun Etf (MUB) | 0.4 | $3.1M | +5% | 30k | 106.47 |
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| Realty Income (O) | 0.4 | $2.9M | 49k | 60.38 |
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| Nextera Energy (NEE) | 0.3 | $2.9M | +3% | 38k | 75.42 |
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| Cummins (CMI) | 0.3 | $2.7M | -39% | 6.5k | 423.78 |
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| 3M Company (MMM) | 0.3 | $2.7M | -5% | 17k | 155.30 |
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| General Dynamics Corporation (GD) | 0.3 | $2.7M | -10% | 7.9k | 337.84 |
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| Amgen (AMGN) | 0.3 | $2.6M | -3% | 9.3k | 277.13 |
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| Ishares Silver Tr Ishares (SLV) | 0.3 | $2.4M | -2% | 58k | 41.99 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $2.4M | -17% | 9.7k | 247.50 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $2.4M | NEW | 14k | 167.06 |
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| Lyondellbasell Industries N Shs - A - (LYB) | 0.3 | $2.4M | NEW | 49k | 48.66 |
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| Morgan Stanley Com New (MS) | 0.3 | $2.3M | -4% | 15k | 157.64 |
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| Vaneck Etf Trust Uranium And Nucl (NLR) | 0.3 | $2.3M | -4% | 17k | 135.70 |
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| Digital Realty Trust (DLR) | 0.3 | $2.3M | -3% | 13k | 169.77 |
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| Ge Aerospace Com New (GE) | 0.3 | $2.2M | +80% | 7.5k | 298.28 |
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| Global X Fds Global X Copper (COPX) | 0.3 | $2.2M | -3% | 38k | 59.04 |
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| Adobe Systems Incorporated (ADBE) | 0.3 | $2.2M | -25% | 6.3k | 355.28 |
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| American Express Company (AXP) | 0.3 | $2.2M | -16% | 6.6k | 332.95 |
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| Procter & Gamble Company (PG) | 0.3 | $2.1M | 14k | 153.66 |
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| Merck & Co (MRK) | 0.3 | $2.1M | -45% | 26k | 81.29 |
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| Lowe's Companies (LOW) | 0.2 | $2.1M | -6% | 8.2k | 250.19 |
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| First Tr Exchange-traded Wcm Intl Equity (WCMI) | 0.2 | $2.1M | +5% | 122k | 16.79 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.2 | $2.0M | +31% | 27k | 75.03 |
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| International Business Machines (IBM) | 0.2 | $2.0M | -30% | 6.9k | 287.16 |
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| Waste Management (WM) | 0.2 | $2.0M | +46% | 8.9k | 220.40 |
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| Abbott Laboratories (ABT) | 0.2 | $2.0M | +4% | 15k | 133.23 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $1.9M | +5% | 16k | 123.18 |
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| First Tr Exchange Traded Rba Indl Etf (AIRR) | 0.2 | $1.9M | +3% | 20k | 95.71 |
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| Pfizer (PFE) | 0.2 | $1.9M | +13% | 74k | 25.78 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $1.9M | -13% | 10k | 180.56 |
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| Palo Alto Networks (PANW) | 0.2 | $1.8M | -12% | 8.6k | 204.43 |
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| Coca-Cola Company (KO) | 0.2 | $1.7M | +10% | 26k | 66.37 |
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| Southern Company (SO) | 0.2 | $1.7M | -2% | 19k | 94.64 |
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| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.2 | $1.7M | +3% | 46k | 37.77 |
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| Consolidated Edison (ED) | 0.2 | $1.7M | -4% | 17k | 99.53 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $1.6M | 9.1k | 181.76 |
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| Intuit (INTU) | 0.2 | $1.6M | -59% | 2.4k | 687.23 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $1.5M | -69% | 3.5k | 447.87 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.2 | $1.5M | -2% | 9.1k | 165.29 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $1.5M | -39% | 3.0k | 497.07 |
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| Fastenal Company (FAST) | 0.2 | $1.3M | +2% | 28k | 48.29 |
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| Cardinal Health (CAH) | 0.2 | $1.3M | NEW | 8.6k | 155.87 |
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| Wisdomtree Tr Yield Enhancd Us (AGGY) | 0.2 | $1.3M | -22% | 29k | 44.19 |
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| T. Rowe Price (TROW) | 0.2 | $1.3M | 12k | 103.48 |
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| Ast Spacemobile Com Cl A (ASTS) | 0.2 | $1.2M | -11% | 26k | 48.52 |
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| Truist Financial Corp equities (TFC) | 0.1 | $1.2M | +8% | 27k | 45.20 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $1.2M | -6% | 30k | 38.33 |
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| Servicenow (NOW) | 0.1 | $1.1M | -83% | 1.2k | 921.22 |
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| Southern Copper Corporation (SCCO) | 0.1 | $1.1M | 9.1k | 119.86 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $1.1M | +6% | 7.4k | 144.86 |
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| Fortinet (FTNT) | 0.1 | $984k | NEW | 12k | 84.19 |
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| United Parcel Service CL B (UPS) | 0.1 | $976k | -4% | 12k | 85.18 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $976k | 2.1k | 465.79 |
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| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.1 | $961k | +8% | 16k | 59.91 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $885k | -4% | 12k | 73.17 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $876k | +187% | 5.2k | 169.54 |
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| Caterpillar (CAT) | 0.1 | $872k | -86% | 1.8k | 483.50 |
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| Honeywell International (HON) | 0.1 | $862k | -18% | 4.1k | 209.07 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $861k | +27% | 13k | 67.65 |
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| Valero Energy Corporation (VLO) | 0.1 | $855k | 5.0k | 170.38 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $837k | -55% | 1.1k | 755.43 |
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| Synopsys (SNPS) | 0.1 | $825k | -70% | 1.7k | 482.57 |
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| Phillips 66 (PSX) | 0.1 | $819k | +15% | 6.0k | 135.40 |
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| Blue Owl Capital Com Cl A (OWL) | 0.1 | $778k | NEW | 47k | 16.69 |
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| Ishares Tr Faln Angls Usd (FALN) | 0.1 | $777k | 28k | 27.73 |
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| Applied Materials (AMAT) | 0.1 | $772k | -16% | 3.7k | 206.67 |
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| Automatic Data Processing (ADP) | 0.1 | $769k | -19% | 2.6k | 290.84 |
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| Public Service Enterprise (PEG) | 0.1 | $769k | 9.4k | 82.07 |
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| Oneok (OKE) | 0.1 | $764k | +4% | 11k | 72.60 |
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| Bny Mellon Etf Trust Us Mdcp Core Eqt (BKMC) | 0.1 | $758k | NEW | 7.0k | 107.62 |
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| Roper Industries (ROP) | 0.1 | $712k | -40% | 1.4k | 497.85 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $710k | +2% | 23k | 31.53 |
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| Iron Mountain (IRM) | 0.1 | $678k | -12% | 6.5k | 103.79 |
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| Constellation Energy (CEG) | 0.1 | $674k | -37% | 2.0k | 330.67 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $663k | NEW | 21k | 31.71 |
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| Vaneck Etf Trust Clo Etf (CLOI) | 0.1 | $657k | 12k | 53.09 |
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| Qualcomm (QCOM) | 0.1 | $649k | 3.9k | 166.26 |
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| Ishares Tr Msci India Etf (INDA) | 0.1 | $638k | +25% | 12k | 52.65 |
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| Microchip Technology (MCHP) | 0.1 | $607k | -2% | 9.2k | 66.15 |
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| Analog Devices (ADI) | 0.1 | $604k | -13% | 2.5k | 244.25 |
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| Peak (DOC) | 0.1 | $603k | +23% | 32k | 19.01 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $599k | -17% | 6.7k | 89.13 |
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| Ryder System (R) | 0.1 | $584k | -10% | 3.1k | 186.80 |
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| TJX Companies (TJX) | 0.1 | $582k | 4.0k | 144.46 |
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| Bny Mellon Etf Trust Us Smlcp Core (BKSE) | 0.1 | $582k | NEW | 5.3k | 109.15 |
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| Bny Mellon Etf Trust Emrg Mkt Equit (BKEM) | 0.1 | $572k | +26% | 7.8k | 73.58 |
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| International Paper Company (IP) | 0.1 | $569k | +6% | 13k | 45.58 |
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| Rockwell Automation (ROK) | 0.1 | $568k | -44% | 1.6k | 348.07 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $564k | -90% | 1.2k | 486.35 |
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| Cisco Systems (CSCO) | 0.1 | $562k | -2% | 8.2k | 68.29 |
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| Bny Mellon Etf Trust High Yield Etf (BKHY) | 0.1 | $559k | +3% | 12k | 48.66 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $559k | +3% | 2.7k | 207.71 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $558k | +6% | 2.0k | 276.52 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.1 | $551k | NEW | 11k | 50.27 |
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| Bny Mellon Etf Trust Internationl Eqt (BKIE) | 0.1 | $549k | +26% | 6.2k | 89.05 |
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| Interpublic Group of Companies (IPG) | 0.1 | $542k | +3% | 20k | 27.13 |
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| British Amern Tob Sponsored Adr (BTI) | 0.1 | $539k | +4% | 10k | 53.01 |
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| Spdr Series Trust Portfolio S&p600 (SPSM) | 0.1 | $536k | +10% | 12k | 46.16 |
|
| Clorox Company (CLX) | 0.1 | $518k | NEW | 4.2k | 122.24 |
|
| Lam Research Corp Com New (LRCX) | 0.1 | $517k | -5% | 3.9k | 132.88 |
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| Goldman Sachs (GS) | 0.1 | $514k | -84% | 648.00 | 793.72 |
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| Eaton Corp SHS (ETN) | 0.1 | $507k | -59% | 1.4k | 371.25 |
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| Union Pacific Corporation (UNP) | 0.1 | $495k | -29% | 2.1k | 235.39 |
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| Bank of America Corporation (BAC) | 0.1 | $484k | +39% | 9.5k | 51.12 |
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| Enbridge (ENB) | 0.1 | $483k | +4% | 9.7k | 50.05 |
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| Advanced Micro Devices (AMD) | 0.1 | $475k | +5% | 2.9k | 162.25 |
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| Ishares Tr Msci Usa Value (VLUE) | 0.1 | $464k | 3.7k | 124.20 |
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| Arista Networks Com Shs (ANET) | 0.1 | $463k | +119% | 3.2k | 145.36 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $460k | -17% | 6.3k | 73.28 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $456k | 6.1k | 74.35 |
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| Booking Holdings (BKNG) | 0.1 | $450k | -99% | 83.00 | 5422.07 |
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| Pgim Etf Tr Aaa Clo Etf (PAAA) | 0.1 | $442k | +30% | 8.6k | 51.50 |
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| Gilead Sciences (GILD) | 0.1 | $436k | +3% | 3.9k | 112.23 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $434k | +80% | 9.3k | 46.72 |
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| Cullen/Frost Bankers (CFR) | 0.1 | $433k | -6% | 3.5k | 125.47 |
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| S&p Global (SPGI) | 0.1 | $427k | -73% | 880.00 | 485.43 |
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| Vaneck Etf Trust Bdc Income Etf (BIZD) | 0.1 | $426k | -31% | 29k | 14.90 |
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| Western Digital (WDC) | 0.1 | $424k | NEW | 3.6k | 118.71 |
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| Progressive Corporation (PGR) | 0.1 | $411k | -37% | 1.7k | 245.38 |
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| Tg Therapeutics (TGTX) | 0.0 | $406k | 11k | 36.86 |
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| Ternium Sa Sponsored Ads (TX) | 0.0 | $404k | -4% | 12k | 34.49 |
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| Barrick Mng Corp Com Shs (B) | 0.0 | $404k | -19% | 12k | 32.92 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $398k | -72% | 844.00 | 471.30 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 0.0 | $397k | NEW | 15k | 26.85 |
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| American Tower Reit (AMT) | 0.0 | $396k | -39% | 2.1k | 191.54 |
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| Medtronic SHS (MDT) | 0.0 | $393k | +175% | 4.1k | 94.82 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $391k | -63% | 640.00 | 610.45 |
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| Mv Oil Tr Tr Units (MVO) | 0.0 | $389k | 70k | 5.60 |
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| Timothy Plan Hig Dv Stk Etf (TPHD) | 0.0 | $387k | +19% | 9.9k | 39.27 |
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| Roblox Corp Cl A (RBLX) | 0.0 | $385k | +335% | 2.8k | 138.47 |
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| Ge Vernova (GEV) | 0.0 | $383k | -82% | 626.00 | 611.59 |
|
| Huntington Ingalls Inds (HII) | 0.0 | $378k | -58% | 1.3k | 284.91 |
|
| Timothy Plan U S Sm Cp Core (TPSC) | 0.0 | $372k | -15% | 9.0k | 41.42 |
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| Blackrock (BLK) | 0.0 | $371k | -92% | 319.00 | 1162.24 |
|
| American Electric Power Company (AEP) | 0.0 | $370k | +2% | 3.3k | 111.65 |
|
| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.0 | $368k | +87% | 9.1k | 40.54 |
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| PNC Financial Services (PNC) | 0.0 | $367k | +24% | 1.8k | 200.18 |
|
| Wells Fargo & Company (WFC) | 0.0 | $361k | -13% | 4.4k | 83.02 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $356k | -13% | 2.9k | 123.42 |
|
| Marvell Technology (MRVL) | 0.0 | $356k | NEW | 4.3k | 82.92 |
|
| Extra Space Storage (EXR) | 0.0 | $352k | -73% | 2.5k | 140.05 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $348k | -75% | 577.00 | 602.48 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $336k | -2% | 3.6k | 94.77 |
|
| Nucor Corporation (NUE) | 0.0 | $331k | -20% | 2.5k | 135.08 |
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $329k | +535% | 7.3k | 45.17 |
|
| Fs Kkr Capital Corp (FSK) | 0.0 | $326k | -21% | 22k | 14.94 |
|
| Intel Corporation (INTC) | 0.0 | $324k | NEW | 9.7k | 33.52 |
|
| United Rentals (URI) | 0.0 | $317k | -90% | 324.00 | 979.35 |
|
| Emerson Electric (EMR) | 0.0 | $314k | -13% | 2.4k | 130.13 |
|
| Linde SHS (LIN) | 0.0 | $310k | -76% | 652.00 | 475.56 |
|
| General Motors Company (GM) | 0.0 | $310k | +225% | 5.1k | 60.91 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $308k | NEW | 843.00 | 365.77 |
|
| Snowflake Com Shs (SNOW) | 0.0 | $305k | -16% | 1.4k | 225.41 |
|
| Celestica (CLS) | 0.0 | $302k | NEW | 1.2k | 242.42 |
|
| Royal Gold (RGLD) | 0.0 | $299k | -30% | 1.5k | 200.23 |
|
| Comfort Systems USA (FIX) | 0.0 | $294k | NEW | 357.00 | 823.06 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $294k | -4% | 6.5k | 44.97 |
|
| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $291k | NEW | 4.9k | 59.98 |
|
| ConocoPhillips (COP) | 0.0 | $291k | +36% | 3.1k | 94.56 |
|
| Uber Technologies (UBER) | 0.0 | $290k | +14% | 2.9k | 98.61 |
|
| Wp Carey (WPC) | 0.0 | $286k | 4.3k | 67.25 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $286k | +332% | 4.4k | 64.86 |
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.0 | $286k | +31527% | 9.2k | 31.16 |
|
| Shell Spon Ads (SHEL) | 0.0 | $286k | -28% | 4.0k | 71.73 |
|
| Vulcan Materials Company (VMC) | 0.0 | $284k | -50% | 932.00 | 305.12 |
|
| Diamondback Energy (FANG) | 0.0 | $283k | 2.0k | 142.82 |
|
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $280k | -9% | 2.3k | 121.77 |
|
| Timothy Plan Intl Etf (TPIF) | 0.0 | $274k | 8.2k | 33.56 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG) | 0.0 | $272k | NEW | 5.3k | 51.70 |
|
| Boeing Company (BA) | 0.0 | $269k | -29% | 1.3k | 214.11 |
|
| GSK Sponsored Adr (GSK) | 0.0 | $263k | +7% | 6.2k | 42.66 |
|
| Kla Corp Com New (KLAC) | 0.0 | $262k | -88% | 246.00 | 1066.37 |
|
| Hldgs (UAL) | 0.0 | $262k | +15% | 2.7k | 95.68 |
|
| Targa Res Corp (TRGP) | 0.0 | $262k | NEW | 1.6k | 166.30 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $261k | -71% | 672.00 | 387.89 |
|
| Autodesk (ADSK) | 0.0 | $259k | -56% | 813.00 | 318.22 |
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $258k | 2.4k | 109.45 |
|
|
| Citigroup Com New (C) | 0.0 | $257k | -24% | 2.6k | 100.09 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $252k | 426.00 | 591.80 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $250k | -46% | 963.00 | 259.69 |
|
| Micron Technology (MU) | 0.0 | $250k | NEW | 1.5k | 167.35 |
|
| SYSCO Corporation (SYY) | 0.0 | $247k | NEW | 3.0k | 82.15 |
|
| Anthem (ELV) | 0.0 | $245k | -70% | 763.00 | 320.79 |
|
| Capital One Financial (COF) | 0.0 | $245k | -25% | 1.2k | 212.13 |
|
| Evercore Class A (EVR) | 0.0 | $241k | NEW | 715.00 | 336.64 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $241k | +37975% | 9.1k | 26.34 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR) | 0.0 | $239k | NEW | 5.5k | 43.44 |
|
| EQT Corporation (EQT) | 0.0 | $239k | -6% | 4.2k | 57.07 |
|
| Expedia Group Com New (EXPE) | 0.0 | $235k | NEW | 1.1k | 213.77 |
|
| Williams Companies (WMB) | 0.0 | $231k | +22% | 3.7k | 63.16 |
|
| Enterprise Products Partners (EPD) | 0.0 | $230k | 7.3k | 31.57 |
|
|
| Exelon Corporation (EXC) | 0.0 | $223k | +2% | 5.0k | 44.54 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $222k | 2.8k | 78.15 |
|
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $216k | +1041% | 8.2k | 26.29 |
|
| Doordash Cl A (DASH) | 0.0 | $215k | -47% | 790.00 | 271.92 |
|
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $211k | -18% | 3.2k | 66.71 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $209k | NEW | 1.1k | 192.89 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $208k | 1.5k | 141.52 |
|
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $207k | -93% | 297.00 | 696.70 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $207k | NEW | 4.8k | 42.95 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.0 | $206k | NEW | 1.7k | 120.53 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $203k | NEW | 446.00 | 455.24 |
|
| Dollar General (DG) | 0.0 | $203k | NEW | 2.0k | 101.57 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $203k | NEW | 655.00 | 309.09 |
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $201k | -12% | 891.00 | 225.46 |
|
| PG&E Corporation (PCG) | 0.0 | $182k | NEW | 12k | 15.08 |
|
| Adt (ADT) | 0.0 | $96k | NEW | 11k | 8.71 |
|
| Transocean Registered Shs (RIG) | 0.0 | $35k | 10k | 3.43 |
|
|
| Ambev Sa Sponsored Adr (ABEV) | 0.0 | $31k | 14k | 2.23 |
|
Past Filings by Symphony Financial
SEC 13F filings are viewable for Symphony Financial going back to 2020
- Symphony Financial 2025 Q3 filed Oct. 31, 2025
- Symphony Financial 2025 Q2 restated filed Aug. 15, 2025
- Symphony Financial 2025 Q1 filed April 23, 2025
- 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