Symphony Financial Services, Inc. Purchases in Q3 2024

Symphony Financial Services, Inc.

  • $118 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Pimco ETF Tr
218K
New
N/A
218K $5.8B
JMBS
Janus Detroit Str Tr Henderson

ETFs
50.6K
+ 21.99%
$44.13 - $47.01 $2.23M - $2.38M
281K $13.1B
PAVE
Global X Fds Us Infrastructure

ETFs
2.66K
+ 1.48%
$36.39 - $41.16 $96.9K - $110K
183K $7.5B
IWY
Ishares Tr Russell 200 Growth

ETFs
4K
+ 37.35%
$194.66 - $225.97 $778K - $903K
14.7K $3.23B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
4.19K
+ 7.3%
$53.41 - $57.9 $224K - $242K
61.5K $3.56B
USMC
Principal ETF U S Mega Cap

ETFs
3.53K
+ 2.47%
$51.14 - $56.99 $180K - $201K
146K $8.34B
XMMO
Invesco Exchange Traded Fd Tr

ETFs
1.51K
+ 7.58%
$110.22 - $120.89 $166K - $183K
21.4K $2.58B
SPY
Spdr S&P 500 ETF Trust

ETFs
517
New
$517.38 - $573.86 $267K - $297K
517 $297M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.38K
New
$475.2 - $527.7 $1.13M - $1.25M
2.38K $290M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.69K
+ 9.92%
$83.76 - $91.82 $141K - $155K
18.7K $1.71B
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
2.23K
New
$81.07 - $95.1 $180K - $212K
2.23K $212M
OHI
Omega Healthcare Investors Inc

Real Estate
5.03K
New
$33.55 - $41.29 $169K - $208K
5.03K $205M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
1.86K
+ 7.16%
$40.6 - $45.07 $75.6K - $83.9K
27.8K $1.26B
SHW
Sherwin Williams CO

Basic Materials
3
+ 0.18%
$294.65 - $384.0 $884 - $1.15K
1.66K $632M
V
Visa Inc.

Financial Services
63
+ 0.57%
$253.74 - $291.56 $16K - $18.4K
11.1K $3.05B
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
430
+ 1.42%
$22.3 - $26.02 $9.59K - $11.2K
30.6K $798M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.11K
+ 86.71%
$57.32 - $62.65 $178K - $195K
6.7K $296M
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.07%
$245.82 - $304.51 $246 - $305
1.38K $419M
ITA
Ishares Tr

ETFs
250
+ 10.54%
$131.58 - $149.64 $32.9K - $37.4K
2.62K $392M
MA
Mastercard Inc

Financial Services
34
+ 2.78%
$429.6 - $500.99 $14.6K - $17K
1.26K $622M
PFE
Pfizer Inc

Healthcare
2.61K
+ 28.35%
$27.7 - $31.39 $72.2K - $81.8K
11.8K $334M
IYW
Ishares Dj Us Tech ETF

ETFs
491
+ 11.11%
$133.16 - $158.73 $65.4K - $77.9K
4.91K $744M
IWF
Ishares Russell 1000 Gr ETF

ETFs
161
+ 4.64%
$332.02 - $382.76 $53.5K - $61.6K
3.63K $1.36B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
166
+ 2.54%
$94.31 - $103.26 $15.7K - $17.1K
6.7K $679M
AVNT
Avient Corp

Basic Materials
16
+ 0.33%
$40.85 - $50.82 $654 - $813
4.86K $244M
IYK
Ishares U.S. Consumer Staples

ETFs
300
+ 9.58%
$65.27 - $72.12 $19.6K - $21.6K
3.43K $242M
KBE
Spdr S&P Bank ETF

ETFs
12
+ 0.25%
$45.47 - $54.71 $546 - $657
4.9K $259M
JNJ
Johnson & Johnson

Healthcare
4
+ 0.21%
$145.48 - $167.38 $582 - $670
1.93K $312M
PGF
Invesco Exchange Traded Fd Tr

ETFs
163
+ 1.09%
$14.7 - $15.89 $2.4K - $2.59K
15.1K $237M
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
517
+ 4.95%
$13.08 - $14.19 $6.76K - $7.34K
11K $156M
MO
Altria Group, Inc.

Consumer Defensive
400
+ 4.25%
$45.95 - $54.71 $18.4K - $21.9K
9.82K $470M
VGT
Vanguard Information Technolog

ETFs
97
+ 2.46%
$514.43 - $606.85 $49.9K - $58.9K
4.04K $2.37B
PG
Procter & Gamble CO

Consumer Defensive
128
+ 5.38%
$160.76 - $177.82 $20.6K - $22.8K
2.51K $412M
MPC
Marathon Petroleum Corp

Energy
7
+ 0.49%
$158.61 - $180.75 $1.11K - $1.27K
1.44K $234M
XLV
Select Sector Spdr Fund Health

ETFs
196
+ 8.04%
$143.3 - $157.24 $28.1K - $30.8K
2.63K $376M
HON
Honeywell International Inc

Industrials
25
+ 1.03%
$196.73 - $220.21 $4.92K - $5.51K
2.44K $505M
PHYL
Pgim ETF Tr

ETFs
1.35K
+ 17.73%
$34.24 - $35.8 $46.2K - $48.3K
8.96K $275M
UNH
Unitedhealth Group Inc

Healthcare
181
+ 21.27%
$488.01 - $604.18 $88.3K - $109K
1.03K $480M
LLY
Eli Lilly & CO

Healthcare
176
+ 19.73%
$772.14 - $960.02 $136K - $169K
1.07K $859M
T
At&T Inc.

Communication Services
4.48K
+ 50.72%
$18.21 - $22.28 $81.6K - $99.9K
13.3K $195M
LOW
Lowes Companies Inc

Consumer Cyclical
589
+ 54.24%
$213.3 - $270.78 $126K - $159K
1.68K $295M
NVO
Novo Nordisk A S

Healthcare
658
+ 10.68%
$119.07 - $145.42 $78.3K - $95.7K
6.82K $812M
GOOGL
Alphabet Inc.

Communication Services
240
+ 16.0%
$148.65 - $191.18 $35.7K - $45.9K
1.74K $249M
META
Meta Platforms, Inc.

Communication Services
270
+ 19.38%
$453.41 - $572.44 $122K - $155K
1.66K $797M
AAPL
Apple Inc.

Technology
1.16K
+ 3.62%
$207.23 - $234.82 $240K - $271K
33.1K $7.43B
EW
Edwards Lifesciences Corp

Healthcare
525
+ 7.07%
$59.7 - $93.78 $31.3K - $49.2K
7.95K $525M
HD
Home Depot, Inc.

Consumer Cyclical
743
+ 55.78%
$333.64 - $405.2 $248K - $301K
2.08K $542M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
217
+ 2.94%
$211.47 - $281.27 $45.9K - $61K
7.61K $1.86B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
4.19K
+ 14.87%
$75.88 - $83.21 $318K - $349K
32.4K $2.35B
Activity Summary
Buys All Purchases 58 New Holdings 6 Increased Positions 52 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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