Symphony Financial Services, Inc. Portfolio Holdings

Symphony Financial Services, Inc.

  • $116 Billion
  • Q2 2024

Symphony Financial Services, Inc. has filed its 13F form on August 09, 2024 for Q2 2024 where it was disclosed a total value porftolio of $116 Billion distributed in 85 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Janus Detroit Str Tr Janus Hen with a value of $12.5B, Janus Detroit Str Tr Henderson with a value of $10.3B, Principal ETF U S Mega Cap with a value of $7.9B, Apple Inc. with a value of $7.54B, and Global X Fds Us Infrastructure with a value of $6.64B.

Examining the 13F form we can see an increase of $116B in the current position value.

Symphony Financial Services, Inc. is based out at Akron, OH

Below you can find more details about Symphony Financial Services, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $116 Billion
ETFs: $74.5 Billion
Technology: $17.5 Billion
Financial Services: $6.63 Billion
Consumer Cyclical: $4.77 Billion
Healthcare: $4 Billion
Industrials: $2.33 Billion
Communication Services: $2.15 Billion
Consumer Defensive: $2.04 Billion
Other: $2.52 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12.5 Billion 10.71% of portfolio
245,902
Q2 2024 New
$0
$10.3 Billion 8.86% of portfolio
230,104
Q2 2024 New
$0
$7.9 Billion 6.79% of portfolio
142,784
Q2 2024 New
$3.55T
$7.54 Billion 6.48% of portfolio
31,909
Q2 2024 New
$0
$6.64 Billion 5.7% of portfolio
180,182
Q2 2024 New
$283B
$4.53 Billion 3.89% of portfolio
32,065
Q2 2024 New
$3.21T
$4.46 Billion 3.83% of portfolio
7,665
Q2 2024 New
$0
$4.27 Billion 3.67% of portfolio
85,039
Q2 2024 New
$0
$3.29 Billion 2.82% of portfolio
27,136
Q2 2024 New
$0
$3.08 Billion 2.65% of portfolio
57,332
Q2 2024 New
$472B
$2.94 Billion 2.52% of portfolio
11,026
Q2 2024 New
$0
$2.86 Billion 2.46% of portfolio
5,001
Q2 2024 New
$1.9T
$2.58 Billion 2.22% of portfolio
12,072
Q2 2024 New
$0
$2.57 Billion 2.21% of portfolio
28,203
Q2 2024 New
$0
$2.39 Billion 2.05% of portfolio
10,699
Q2 2024 New
$0
$2.36 Billion 2.03% of portfolio
3,938
Q2 2024 New
$0
$2.03 Billion 1.74% of portfolio
7,393
Q2 2024 New
$0
$1.43 Billion 1.23% of portfolio
17,003
Q2 2024 New
$609B
$1.35 Billion 1.16% of portfolio
6,575
Q2 2024 New
$0
$1.31 Billion 1.13% of portfolio
3,468
Q2 2024 New
$0
$1.06 Billion 0.91% of portfolio
25,986
Q2 2024 New
$478B
$992 Million 0.85% of portfolio
8,847
Q2 2024 New
$148B
$968 Million 0.83% of portfolio
2,096
Q2 2024 New
$860B
$906 Million 0.78% of portfolio
892
Q2 2024 New
$298B
$881 Million 0.76% of portfolio
6,160
Q2 2024 New
$1.26T
$878 Million 0.75% of portfolio
1,393
Q2 2024 New
$395B
$760 Million 0.65% of portfolio
552
Q2 2024 New
$307B
$701 Million 0.6% of portfolio
1,022
Q2 2024 New
$393B
$703 Million 0.6% of portfolio
1,332
Q2 2024 New
$0
$700 Million 0.6% of portfolio
30,213
Q2 2024 New
$0
$693 Million 0.6% of portfolio
4,418
Q2 2024 New
$41.8B
$682 Million 0.59% of portfolio
7,425
Q2 2024 New
$0
$679 Million 0.58% of portfolio
10,516
Q2 2024 New
$0
$651 Million 0.56% of portfolio
10,000
Q2 2024 New
$0
$637 Million 0.55% of portfolio
11,000
Q2 2024 New
$0
$634 Million 0.55% of portfolio
6,533
Q2 2024 New
$151B
$582 Million 0.5% of portfolio
2,776
Q2 2024 New
$0
$583 Million 0.5% of portfolio
11,642
Q2 2024 New
$0
$569 Million 0.49% of portfolio
9,374
Q2 2024 New
$472B
$547 Million 0.47% of portfolio
1,225
Q2 2024 New
$543B
$519 Million 0.45% of portfolio
851
Q2 2024 New
$136B
$511 Million 0.44% of portfolio
2,417
Q2 2024 New
$97.2B
$497 Million 0.43% of portfolio
1,654
Q2 2024 New
$85.3B
$479 Million 0.41% of portfolio
4,391
Q2 2024 New
$239B
$455 Million 0.39% of portfolio
2,520
Q2 2024 New
$90.6B
$459 Million 0.39% of portfolio
9,416
Q2 2024 New
$717B
$432 Million 0.37% of portfolio
684
Q2 2024 New
$412B
$417 Million 0.36% of portfolio
2,379
Q2 2024 New
$215B
$403 Million 0.35% of portfolio
5,782
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 85
  • Current Value $116 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 09, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 85 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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