SF

Symphony Financial Services, Inc.

13F
Symphony Financial Services, Inc.
Last update 2024-08-09 85 Stocks (0 new)
Value $116.00 Mil Turnover 0 %
Countries:
Portfolio Report
Symphony Financial Services, I... Top Holdings of 2024-06-30 View Full List
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)

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Symphony Financial Services, Inc.'s Asset Allocation

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Symphony Financial Services, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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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 %

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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