Symphony Financial
Latest statistics and disclosures from Symphony Financial's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPTM, SPYG, NVDA, MSFT, AAPL, and represent 20.92% of Symphony Financial's stock portfolio.
- Added to shares of these 10 stocks: AVGO (+$7.7M), AGGY, UGI, MSFT, AMZN, NVDA, AVUV, IWM, ORCL, AVDE.
- Started 29 new stock positions in DOC, BAH, TWFG, XEL, IPG, MET, LULU, URI, ENB, UPS.
- Reduced shares in these 10 stocks: CARR, CME, , ADBE, WMB, BA, VO, FANG, , VRTX.
- Sold out of its positions in APH, BAC, BA, CAH, CARR, C, COP, DELL, DVN, HEI. ILMN, NVO, TGTX, WMB.
- Symphony Financial was a net buyer of stock by $36M.
- Symphony Financial has $605M in assets under management (AUM), dropping by 10.46%.
- Central Index Key (CIK): 0001800687
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Portfolio Holdings for Symphony Financial
Symphony Financial holds 224 positions in its portfolio as reported in the September 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 | $36M | 512k | 69.79 |
|
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 4.5 | $27M | +2% | 328k | 82.39 |
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| NVIDIA Corporation (NVDA) | 4.3 | $26M | +4% | 216k | 120.52 |
|
| Microsoft Corporation (MSFT) | 3.2 | $20M | +7% | 46k | 426.25 |
|
| Apple (AAPL) | 3.0 | $18M | +2% | 80k | 226.96 |
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| Wisdomtree Tr Yield Enhancd Us (AGGY) | 2.7 | $17M | +10% | 371k | 44.83 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 2.6 | $16M | 256k | 62.20 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 2.5 | $15M | +7% | 162k | 95.50 |
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| Ishares Tr Russell 2000 Etf (IWM) | 2.5 | $15M | +7% | 70k | 219.48 |
|
| Amazon (AMZN) | 2.4 | $15M | +8% | 78k | 187.28 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 2.2 | $13M | +4% | 247k | 52.69 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 2.0 | $12M | +5% | 155k | 77.59 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 1.9 | $12M | +6% | 173k | 67.21 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 1.8 | $11M | +4% | 112k | 95.17 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.7 | $10M | +4% | 37k | 281.41 |
|
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 1.7 | $10M | +7% | 186k | 54.62 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.5 | $9.3M | 52k | 178.49 |
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| Exxon Mobil Corporation (XOM) | 1.5 | $9.2M | 80k | 115.95 |
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| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 1.5 | $8.9M | +3% | 132k | 67.15 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 1.4 | $8.8M | +2% | 173k | 50.74 |
|
| Broadcom (AVGO) | 1.4 | $8.5M | +920% | 50k | 172.39 |
|
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 1.4 | $8.5M | +2% | 288k | 29.42 |
|
| Spdr Gold Tr Gold Shs (GLD) | 1.2 | $7.3M | +6% | 30k | 245.02 |
|
| Altria (MO) | 1.2 | $7.2M | 141k | 50.97 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.1 | $6.8M | +3% | 12k | 572.71 |
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| Costco Wholesale Corporation (COST) | 1.0 | $6.1M | +5% | 7.0k | 882.45 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.0 | $6.1M | 11k | 571.32 |
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| Johnson & Johnson (JNJ) | 1.0 | $6.0M | +5% | 37k | 161.39 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.0 | $6.0M | +13% | 80k | 74.94 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $5.9M | +9% | 36k | 164.38 |
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| Home Depot (HD) | 1.0 | $5.9M | +5% | 15k | 401.73 |
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| Philip Morris International (PM) | 1.0 | $5.8M | -3% | 48k | 120.51 |
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| Verizon Communications (VZ) | 0.9 | $5.5M | -5% | 122k | 44.89 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $5.5M | 12k | 457.39 |
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| Eli Lilly & Co. (LLY) | 0.8 | $4.6M | +8% | 5.3k | 880.22 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $4.5M | -2% | 27k | 165.36 |
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| JPMorgan Chase & Co. (JPM) | 0.7 | $4.4M | +6% | 21k | 209.90 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.7 | $4.2M | +8% | 8.1k | 525.40 |
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| Chevron Corporation (CVX) | 0.7 | $4.2M | +7% | 29k | 146.54 |
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| salesforce (CRM) | 0.7 | $4.1M | +5% | 15k | 276.32 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.7 | $4.1M | +5% | 109k | 37.72 |
|
| Mastercard Incorporated Cl A (MA) | 0.7 | $4.0M | +10% | 8.1k | 493.68 |
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| Sun Life Financial (SLF) | 0.6 | $3.9M | 68k | 57.82 |
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| UnitedHealth (UNH) | 0.6 | $3.9M | +12% | 6.6k | 582.81 |
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| Oracle Corporation (ORCL) | 0.6 | $3.5M | +29% | 21k | 168.25 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $3.3M | +11% | 9.4k | 351.76 |
|
| Meta Platforms Cl A (META) | 0.5 | $3.2M | +14% | 5.7k | 569.17 |
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| Wal-Mart Stores (WMT) | 0.5 | $3.2M | -2% | 40k | 79.78 |
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| Nextera Energy (NEE) | 0.5 | $3.2M | -4% | 37k | 84.54 |
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| Visa Com Cl A (V) | 0.5 | $3.0M | +2% | 11k | 275.29 |
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| Ishares Tr National Mun Etf (MUB) | 0.5 | $2.8M | +2% | 26k | 108.56 |
|
| Amgen (AMGN) | 0.5 | $2.8M | -2% | 8.6k | 322.59 |
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| Ishares Core Msci Emkt (IEMG) | 0.5 | $2.7M | +6% | 47k | 58.38 |
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| Caterpillar (CAT) | 0.4 | $2.7M | +7% | 6.8k | 393.70 |
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| Adobe Systems Incorporated (ADBE) | 0.4 | $2.7M | -18% | 5.2k | 515.28 |
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| Realty Income (O) | 0.4 | $2.6M | 42k | 62.73 |
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| Abbvie (ABBV) | 0.4 | $2.6M | +3% | 14k | 194.80 |
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| Procter & Gamble Company (PG) | 0.4 | $2.6M | +35% | 15k | 173.44 |
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| McDonald's Corporation (MCD) | 0.4 | $2.5M | +10% | 8.4k | 302.83 |
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| Lpl Financial Holdings (LPLA) | 0.4 | $2.5M | 11k | 230.86 |
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| Tesla Motors (TSLA) | 0.4 | $2.5M | 9.9k | 250.74 |
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| Palo Alto Networks (PANW) | 0.4 | $2.5M | -7% | 7.3k | 335.36 |
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| Digital Realty Trust (DLR) | 0.4 | $2.4M | 15k | 161.16 |
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| At&t (T) | 0.4 | $2.3M | +4% | 107k | 22.00 |
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| Pepsi (PEP) | 0.4 | $2.2M | +6% | 13k | 169.96 |
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| Lowe's Companies (LOW) | 0.4 | $2.1M | +5% | 7.9k | 267.26 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $2.1M | +2% | 4.3k | 486.74 |
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| Iron Mountain (IRM) | 0.3 | $2.1M | +6% | 18k | 118.23 |
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| Duke Energy Corp Com New (DUK) | 0.3 | $2.0M | -4% | 17k | 115.95 |
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| 3M Company (MMM) | 0.3 | $1.9M | +10% | 14k | 136.98 |
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| Southern Company (SO) | 0.3 | $1.8M | +3% | 20k | 90.41 |
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| Netflix (NFLX) | 0.3 | $1.8M | 2.6k | 707.16 |
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| General Dynamics Corporation (GD) | 0.3 | $1.8M | +7% | 5.9k | 300.15 |
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| American Express Company (AXP) | 0.3 | $1.8M | -4% | 6.5k | 271.05 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $1.7M | 14k | 120.55 |
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| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.3 | $1.7M | +9% | 34k | 49.78 |
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| Coca-Cola Company (KO) | 0.3 | $1.7M | 24k | 71.78 |
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| Texas Instruments Incorporated (TXN) | 0.3 | $1.7M | -15% | 8.1k | 209.08 |
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| Consolidated Edison (ED) | 0.3 | $1.7M | 16k | 104.05 |
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| Cummins (CMI) | 0.3 | $1.7M | +18% | 5.1k | 326.08 |
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| Extra Space Storage (EXR) | 0.3 | $1.6M | -2% | 9.0k | 177.22 |
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| Illinois Tool Works (ITW) | 0.3 | $1.6M | +10% | 6.0k | 263.97 |
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| International Paper Company (IP) | 0.2 | $1.4M | +11% | 29k | 48.87 |
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| UGI Corporation (UGI) | 0.2 | $1.4M | NEW | 56k | 24.93 |
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| Public Service Enterprise (PEG) | 0.2 | $1.4M | +17% | 15k | 90.52 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $1.4M | -19% | 2.3k | 582.51 |
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| Oneok (OKE) | 0.2 | $1.3M | +14% | 14k | 92.22 |
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| Nordson Corporation (NDSN) | 0.2 | $1.3M | +19% | 4.9k | 261.31 |
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| Merck & Co (MRK) | 0.2 | $1.2M | +10% | 11k | 113.69 |
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| Truist Financial Corp equities (TFC) | 0.2 | $1.2M | +14% | 28k | 42.15 |
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| Pfizer (PFE) | 0.2 | $1.2M | +19% | 41k | 28.73 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.2 | $1.2M | +2% | 3.6k | 325.60 |
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| T. Rowe Price (TROW) | 0.2 | $1.1M | +18% | 10k | 108.30 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.2 | $1.1M | 32k | 34.19 |
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| Rockwell Automation (ROK) | 0.2 | $1.1M | +5% | 4.0k | 270.61 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.2 | $1.0M | 7.9k | 130.23 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $1.0M | 2.8k | 373.57 |
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| Intuit (INTU) | 0.2 | $1.0M | +2% | 1.6k | 617.81 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.2 | $984k | 14k | 71.53 |
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| Abbott Laboratories (ABT) | 0.2 | $964k | +11% | 8.6k | 112.43 |
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| Fastenal Company (FAST) | 0.2 | $963k | +12% | 14k | 71.52 |
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| Air Products & Chemicals (APD) | 0.2 | $935k | +7% | 3.1k | 300.32 |
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| Bristol Myers Squibb (BMY) | 0.2 | $930k | +36% | 18k | 52.25 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $903k | 1.4k | 632.90 |
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| Lennar Corp Cl A (LEN) | 0.1 | $891k | +9% | 4.8k | 187.33 |
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| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.1 | $875k | +2% | 15k | 60.15 |
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| Waste Management (WM) | 0.1 | $860k | -8% | 4.2k | 205.50 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $856k | +142% | 1.4k | 614.16 |
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| Fortinet (FTNT) | 0.1 | $846k | +40% | 11k | 77.43 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $845k | -17% | 9.7k | 87.19 |
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| Servicenow (NOW) | 0.1 | $841k | 954.00 | 881.69 |
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| Vaneck Etf Trust Bdc Income Etf (BIZD) | 0.1 | $841k | 51k | 16.56 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $831k | 6.6k | 125.17 |
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| Honeywell International (HON) | 0.1 | $820k | -2% | 3.9k | 207.61 |
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| Ast Spacemobile Com Cl A (ASTS) | 0.1 | $808k | 32k | 25.32 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $734k | 18k | 41.64 |
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| Roper Industries (ROP) | 0.1 | $719k | 1.3k | 553.70 |
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| Uber Technologies (UBER) | 0.1 | $700k | NEW | 9.4k | 74.50 |
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| Ishares Tr Faln Angls Usd (FALN) | 0.1 | $692k | +11% | 25k | 27.41 |
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| Phillips 66 (PSX) | 0.1 | $669k | +4% | 5.1k | 131.06 |
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $660k | NEW | 7.2k | 91.80 |
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| Morgan Stanley Com New (MS) | 0.1 | $655k | +68% | 6.2k | 104.81 |
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| Mv Oil Tr Tr Units (MVO) | 0.1 | $652k | 69k | 9.40 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $644k | -36% | 1.4k | 463.57 |
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| Bny Mellon Etf Trust Us Lrg Cp Core (BKLC) | 0.1 | $634k | NEW | 5.8k | 109.17 |
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| Baxter International (BAX) | 0.1 | $633k | +93% | 17k | 37.00 |
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| Weyerhaeuser Co Mtn Be Com New (WY) | 0.1 | $629k | +21% | 19k | 33.68 |
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| Franklin Resources (BEN) | 0.1 | $623k | NEW | 31k | 20.06 |
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| Bny Mellon Etf Trust Core Bond Etf (BKAG) | 0.1 | $616k | NEW | 14k | 43.31 |
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| Vaneck Etf Trust Clo Etf (CLOI) | 0.1 | $609k | 12k | 53.03 |
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| United Parcel Service CL B (UPS) | 0.1 | $605k | NEW | 4.5k | 133.80 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.1 | $604k | 9.2k | 65.54 |
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| Fs Kkr Capital Corp (FSK) | 0.1 | $600k | 30k | 19.82 |
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| Monolithic Power Systems (MPWR) | 0.1 | $597k | +43% | 654.00 | 913.10 |
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| Automatic Data Processing (ADP) | 0.1 | $583k | +64% | 2.1k | 273.85 |
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| Valero Energy Corporation (VLO) | 0.1 | $567k | 4.2k | 135.98 |
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| Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $565k | 5.9k | 96.43 |
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| Union Pacific Corporation (UNP) | 0.1 | $539k | 2.2k | 244.19 |
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| Interpublic Group of Companies (IPG) | 0.1 | $512k | NEW | 16k | 31.44 |
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| Constellation Energy (CEG) | 0.1 | $511k | -14% | 2.0k | 257.06 |
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| American Tower Reit (AMT) | 0.1 | $503k | -8% | 2.2k | 230.36 |
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| Applied Materials (AMAT) | 0.1 | $499k | -6% | 2.4k | 204.63 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $497k | -47% | 1.9k | 263.11 |
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| Csw Industrials (CSWI) | 0.1 | $490k | +9% | 1.3k | 369.60 |
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| Eaton Corp SHS (ETN) | 0.1 | $486k | -4% | 1.5k | 328.44 |
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| Cisco Systems (CSCO) | 0.1 | $480k | -32% | 9.0k | 53.01 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.1 | $475k | NEW | 5.7k | 83.21 |
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| Qualcomm (QCOM) | 0.1 | $467k | 2.7k | 170.07 |
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| Ryder System (R) | 0.1 | $462k | -6% | 3.2k | 145.43 |
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| Ishares Tr Msci India Etf (INDA) | 0.1 | $436k | +25% | 7.5k | 58.06 |
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| Ternium Sa Sponsored Ads (TX) | 0.1 | $426k | +2% | 12k | 37.06 |
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| TJX Companies (TJX) | 0.1 | $425k | 3.6k | 117.50 |
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| Dow (DOW) | 0.1 | $420k | -28% | 7.6k | 55.08 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $418k | -14% | 6.4k | 65.01 |
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| Travelers Companies (TRV) | 0.1 | $399k | NEW | 12k | 33.73 |
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| Ishares Tr Msci Usa Value (VLUE) | 0.1 | $383k | 3.5k | 109.07 |
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| Cullen/Frost Bankers (CFR) | 0.1 | $382k | 3.4k | 111.20 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $378k | +3% | 1.3k | 285.85 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $377k | 4.5k | 83.91 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $376k | 2.5k | 148.54 |
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| Ge Aerospace Com New (GE) | 0.1 | $374k | +34% | 2.0k | 185.49 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $373k | -9% | 2.6k | 142.53 |
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| Gilead Sciences (GILD) | 0.1 | $370k | -9% | 4.4k | 83.62 |
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| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.1 | $365k | NEW | 3.7k | 99.92 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $364k | 4.0k | 91.07 |
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| S&p Global (SPGI) | 0.1 | $361k | +3% | 705.00 | 512.64 |
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| Diamondback Energy (FANG) | 0.1 | $361k | -54% | 2.1k | 170.68 |
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| Skechers U S A Cl A (SKX) | 0.1 | $356k | 5.2k | 68.48 |
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| BlackRock (BLK) | 0.1 | $356k | -5% | 377.00 | 944.24 |
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| Advanced Micro Devices (AMD) | 0.1 | $355k | +16% | 2.2k | 164.24 |
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| Wp Carey (WPC) | 0.1 | $352k | 5.6k | 62.74 |
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| British Amern Tob Sponsored Adr (BTI) | 0.1 | $349k | NEW | 9.5k | 36.84 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $348k | 5.6k | 62.40 |
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| Timothy Plan Us Lrgmd Cp Core (TPLC) | 0.1 | $340k | +2% | 7.8k | 43.84 |
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| Enbridge (ENB) | 0.1 | $336k | NEW | 8.3k | 40.71 |
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| Totalenergies Se Sponsored Ads (TTE) | 0.1 | $335k | 5.1k | 66.15 |
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| GSK Sponsored Adr (GSK) | 0.1 | $333k | 8.2k | 40.71 |
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| Booking Holdings (BKNG) | 0.1 | $330k | 78.00 | 4230.87 |
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| General Mills (GIS) | 0.1 | $317k | -41% | 4.3k | 74.37 |
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| Ishares Tr Mortge Rel Etf (REM) | 0.1 | $314k | 13k | 23.65 |
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| Barrick Gold Corp (GOLD) | 0.1 | $310k | 15k | 20.23 |
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| TWFG Com Cl A | 0.1 | $310k | NEW | 11k | 28.03 |
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| Lam Research Corporation (LRCX) | 0.1 | $309k | -16% | 375.00 | 823.61 |
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| Etf Ser Solutions Mcelhenny Shefld (MSMR) | 0.1 | $303k | 10k | 29.62 |
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| Emerson Electric (EMR) | 0.0 | $299k | 2.7k | 109.24 |
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| MetLife (MET) | 0.0 | $291k | NEW | 3.5k | 82.47 |
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| American Electric Power Company (AEP) | 0.0 | $281k | 2.8k | 101.85 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $276k | 1.8k | 154.94 |
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| Timothy Plan Hig Dv Stk Etf (TPHD) | 0.0 | $275k | 7.3k | 37.72 |
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| Insperity (NSP) | 0.0 | $274k | 3.2k | 86.98 |
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| Peak (DOC) | 0.0 | $274k | NEW | 12k | 22.64 |
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| Analog Devices (ADI) | 0.0 | $272k | +13% | 1.2k | 231.99 |
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| Unilever Spon Adr New (UL) | 0.0 | $271k | 4.1k | 65.44 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $257k | 2.6k | 100.71 |
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| Goldman Sachs (GS) | 0.0 | $257k | 517.00 | 496.69 |
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| Timothy Plan U S Sm Cp Core (TPSC) | 0.0 | $256k | 6.6k | 38.57 |
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| Cme (CME) | 0.0 | $245k | -76% | 1.1k | 218.37 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $243k | 426.00 | 569.60 |
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| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.0 | $235k | NEW | 1.4k | 162.09 |
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| Barclays Adr (BCS) | 0.0 | $232k | NEW | 3.4k | 67.97 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $230k | NEW | 2.0k | 117.12 |
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| Bny Mellon Etf Trust Us Mdcp Core Eqt (BKMC) | 0.0 | $226k | NEW | 2.2k | 101.89 |
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| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.0 | $226k | NEW | 5.5k | 41.36 |
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| Starbucks Corporation (SBUX) | 0.0 | $224k | -12% | 2.3k | 97.32 |
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| Linde SHS (LIN) | 0.0 | $224k | 466.00 | 479.61 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $222k | 2.8k | 78.56 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $222k | -8% | 1.9k | 115.96 |
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| Nxp Semiconductors N V (NXPI) | 0.0 | $220k | 912.00 | 241.57 |
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| Xcel Energy (XEL) | 0.0 | $217k | NEW | 3.4k | 64.57 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $213k | NEW | 404.00 | 526.69 |
|
| Synopsys (SNPS) | 0.0 | $212k | 413.00 | 513.20 |
|
|
| Lululemon Athletica (LULU) | 0.0 | $212k | NEW | 757.00 | 279.88 |
|
| Stellar Bancorp Ord (STEL) | 0.0 | $210k | -13% | 8.3k | 25.50 |
|
| Sanofi Sponsored Adr (SNY) | 0.0 | $207k | NEW | 3.6k | 57.65 |
|
| United Rentals (URI) | 0.0 | $203k | NEW | 253.00 | 803.97 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $202k | NEW | 451.00 | 446.68 |
|
| Enterprise Products Partners (EPD) | 0.0 | $201k | NEW | 6.8k | 29.49 |
|
| Purecycle Technologies (PCT) | 0.0 | $103k | 11k | 9.60 |
|
|
| Fibrobiologics Com Shs (FBLG) | 0.0 | $76k | NEW | 24k | 3.19 |
|
| Commscope Hldg (COMM) | 0.0 | $61k | 10k | 6.11 |
|
|
| Transocean Registered Shs (RIG) | 0.0 | $45k | 10k | 4.41 |
|
|
| Lucid Group (LCID) | 0.0 | $39k | 11k | 3.39 |
|
|
| Ambev Sa Sponsored Adr (ABEV) | 0.0 | $27k | 11k | 2.40 |
|
|
| Fuelcell Energy (FCEL) | 0.0 | $4.0k | -9% | 10k | 0.40 |
|
Past Filings by Symphony Financial
SEC 13F filings are viewable for Symphony Financial going back to 2020
- 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
- Symphony Financial 2020 Q4 filed Jan. 13, 2021