SF

Symphony Financial, Ltd. Co.

13F
Symphony Financial, Ltd. Co.
Last update 2024-10-21 224 Stocks (29 new)
Value $605.00 Mil Turnover 7 %
Countries:
Top Holdings: SPTM(5.90%)SPYG(4.47%)NVDA(4.31%)MSFT(3.22%)AAPL(3.02%)
Portfolio Report
Summary Stock Picks Current Portfolio
Symphony Financial, Ltd. Co. Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPTM 		SPDR Portfolio S&P 1500 Composite Stock Market ETF
511,683
35707.990
+1.94%
5.900
+0.11%
0.390
+6.44%
+21.04%
9317.790
 
SPYG 		SPDR Portfolio S&P 500 Growth ETF
328,149
27037.470
+2.13%
4.470
+0.09%
0.090
+10.27%
+30.43%
30579.310
 
NVDA 		NVIDIA Corp
216,448
26086.920
+4.70%
4.310
+0.19%
0.000
+34.19%
+181.11%
3414085.400
Semiconductors
MSFT 		Microsoft Corp
45,697
19478.510
+7.10%
3.220
+0.21%
0.000
+2.46%
+15.65%
3215616.773
Software
AAPL 		Apple Inc
80,434
18255.430
+2.57%
3.020
+0.08%
0.000
+5.29%
+19.97%
3498471.924
Hardware
AGGY 		WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
370,765
16621.240
+10.58%
2.750
+0.26%
1.760
+0.14%
-1.09%
918.694
 
IJH 		iShares Core S&P Mid-Cap ETF
255,595
15899.250
+0.63%
2.630
+0.02%
0.020
+1.82%
+13.15%
92381.458
 
AVUV 		Avantis U.S. Small Cap Value ETF
161,458
15418.710
+7.21%
2.550
+0.17%
0.110
-3.19%
+6.69%
13576.277
 
IWM 		iShares Russell 2000 ETF
69,577
15270.800
+7.19%
2.520
+0.17%
0.020
-0.51%
+10.33%
69399.556
 
AMZN 		Amazon.com Inc
78,424
14687.110
+8.93%
2.430
+0.20%
0.000
+6.10%
+26.89%
2023545.295
Retail - Cyclical

Symphony Financial, Ltd. Co.'s Historical Top Holdings Breakdowns

Symphony Financial, Ltd. Co.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AGGY 		WisdomTree Yield Enhanced U.S. Aggregate Bond Fund2024-09-30Add
+0.26%
●
42.76 ($44.16) 45.17
$43.54
-1.40%
Add 10.58%
370,765
35,487
UGI 		UGI Corp2024-09-30New Buy
+0.23%
●
22.23 ($24.09) 25.05
$24.16
0.29%
New holding
56,345
56,345
MSFT 		Microsoft Corp2024-09-30Add
+0.21%
●
395.15 ($427.47) 467.56
$432.53
1.18%
Add 7.1%
45,697
3,030
AMZN 		Amazon.com Inc2024-09-30Add
+0.20%
●
161.02 ($182.46) 200
$192.80
5.67%
Add 8.93%
78,424
6,426
NVDA 		NVIDIA Corp2024-09-30Add
+0.19%
●
98.91 ($118.12) 134.91
$139.18
17.83%
Add 4.7%
216,448
9,710
AVUV 		Avantis U.S. Small Cap Value ETF2024-09-30Add
+0.17%
●
88.24 ($93.47) 99.7
$95.81
2.50%
Add 7.21%
161,458
10,853
IWM 		iShares Russell 2000 ETF2024-09-30Add
+0.17%
●
200.87 ($213.99) 224.6
$221.44
3.48%
Add 7.19%
69,577
4,670
CARR 		Carrier Global Corp2024-09-30Sold Out
-0.15%
●
61.9 ($69.63) 80.88
$73.60
5.70%
Sold Out
0
-12,969
CME 		CME Group Inc2024-09-30Reduce
-0.13%
●
193.43 ($206.93) 220.65
$227.30
9.84%
Reduce -76.75%
1,122
-3,703
ORCL 		Oracle Corp2024-09-30Add
+0.13%
●
125.9 ($144.85) 170.4
$174.56
20.51%
Add 29.61%
20,964
4,789

Symphony Financial, Ltd. Co. Total Holding History ($B)

To

Symphony Financial, Ltd. Co.'s Asset Allocation

To

Symphony Financial, Ltd. Co. Past Portfolios

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

Top Ranked Articles

  • 1

Symphony Financial, Ltd. Co.'s Hypothetical Growth since 2024-09-30

Symphony Financial, Ltd. Co.'s Yearly Returns

Year Portfolio % % Excess Gain %

Symphony Financial, Ltd. Co.'s Holdings Heat Map

Size field:

Symphony Financial, Ltd. Co.'s Holdings Bubble Chart

Symphony Financial, Ltd. Co. News

  • 1

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