SF
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Symphony Financial Services, Inc.13F | |
Symphony Financial Services, Inc. | |
Last update 2024-08-09 | 85 Stocks (0 new) |
Value $116.00 Mil | Turnover 0 % |
Portfolio Report |
Symphony Financial Services, I... Top Holdings of 2024-06-30
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
JAAA | Janus Henderson AAA CLO ETF | 245,902 | 12459.880 | 0% | 10.710 | 0% | - | +0.24% | +0.97% | 13586.325 | ||
JMBS | Janus Henderson Mortgage-Backed Securities ETF | 230,104 | 10313.240 | 0% | 8.860 | 0% | - | -1.49% | -1.87% | 4608.303 | ||
USMC | Principal U.S. Mega-Cap ETF | 142,784 | 7900.260 | 0% | 6.790 | 0% | - | +13.22% | +27.46% | 2620.016 | ||
AAPL | Apple Inc | 31,909 | 7543.230 | 0% | 6.480 | 0% | 0.000 | +6.64% | +18.46% | 3430687.188 | Hardware | |
PAVE | Global X U.S. Infrastructure Development ETF | 180,182 | 6638.390 | 0% | 5.700 | 0% | - | +20.50% | +30.85% | 9122.886 | ||
NVDA | NVIDIA Corp | 32,065 | 4531.290 | 0% | 3.890 | 0% | 0.000 | +40.65% | +198.17% | 3621363.900 | Semiconductors | |
MSFT | Microsoft Corp | 7,665 | 4462.360 | 0% | 3.830 | 0% | 0.000 | +5.12% | +12.98% | 3141534.523 | Software | |
GSST | Goldman Sachs Access Ultra Short Bond ETF | 85,039 | 4272.800 | 0% | 3.670 | 0% | - | -0.01% | +0.63% | 656.768 | ||
ITOT | iShares Core S&P Total U.S. Stock Market ETF | 27,136 | 3285.630 | 0% | 2.820 | 0% | - | +13.27% | +25.16% | 64825.224 | ||
COWZ | Pacer US Cash Cows 100 ETF | 57,332 | 3079.900 | 0% | 2.650 | 0% | - | +8.97% | +14.91% | 26163.133 |
Symphony Financial Services, Inc.'s Historical Top Holdings Breakdowns
Symphony Financial Services, Inc. Total Holding History ($B)
Symphony Financial Services, Inc.'s Asset Allocation
Symphony Financial Services, Inc. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Symphony Financial Services, Inc.'s Hypothetical Growth since 2024-06-30
Symphony Financial Services, Inc.'s Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Symphony Financial Services, Inc.'s Holdings Heat Map
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Symphony Financial Services, Inc.'s Holdings Bubble Chart
Symphony Financial Services, Inc. News
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