Symphony Financial Services, Inc. Purchases in Q2 2024

Symphony Financial Services, Inc.

  • $116 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
246K
New
$50.49 - $50.93 $12.4M - $12.5M
246K $12.5B
JMBS
Janus Detroit Str Tr Henderson

ETFs
230K
New
$43.55 - $45.05 $10M - $10.4M
230K $10.3B
USMC
Principal ETF U S Mega Cap

ETFs
143K
New
$48.61 - $54.3 $6.94M - $7.75M
143K $7.9B
AAPL
Apple Inc.

Technology
31.9K
New
$165.0 - $216.67 $5.26M - $6.91M
31.9K $7.54B
PAVE
Global X Fds Us Infrastructure

ETFs
180K
New
$36.91 - $39.72 $6.65M - $7.16M
180K $6.64B
NVDA
Nvidia Corp

Technology
32.1K
New
$118.11 - $1224.4 $3.79M - $39.3M
32.1K $4.53B
MSFT
Microsoft Corp

Technology
7.67K
New
$389.33 - $452.85 $2.98M - $3.47M
7.67K $4.46B
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
85K
New
$50.08 - $50.37 $4.26M - $4.28M
85K $4.27B
ITOT
Ishares Core S&P Total U.S. St

ETFs
27.1K
New
$108.78 - $119.23 $2.95M - $3.24M
27.1K $3.29B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
57.3K
New
$54.04 - $58.09 $3.1M - $3.33M
57.3K $3.08B
QQQ
Invesco Qqq Trust, Series 1

ETFs
5K
New
$414.65 - $485.21 $2.07M - $2.43M
5K $2.86B
AMZN
Amazon Com Inc

Consumer Cyclical
12.1K
New
$173.67 - $197.85 $2.1M - $2.39M
12.1K $2.58B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
28.2K
New
$72.31 - $79.02 $2.04M - $2.23M
28.2K $2.57B
IWY
Ishares Tr Russell 200 Growth

ETFs
10.7K
New
$183.56 - $216.15 $1.96M - $2.31M
10.7K $2.39B
VGT
Vanguard Information Technolog

ETFs
3.94K
New
$479.9 - $588.82 $1.89M - $2.32M
3.94K $2.36B
XMMO
Invesco Exchange Traded Fd Tr

ETFs
19.9K
New
$106.61 - $117.53 $2.12M - $2.34M
19.9K $2.26B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
7.39K
New
$199.21 - $276.76 $1.47M - $2.05M
7.39K $2.03B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
17K
New
$79.92 - $84.63 $1.36M - $1.44M
17K $1.43B
JPM
Jpmorgan Chase & CO

Financial Services
6.58K
New
$180.08 - $204.79 $1.18M - $1.35M
6.58K $1.35B
IWF
Ishares Russell 1000 Gr ETF

ETFs
3.47K
New
$316.15 - $367.33 $1.1M - $1.27M
3.47K $1.31B
OUSM
Alps ETF Tr Oshares U S Small

ETFs
26K
New
$39.56 - $42.45 $1.03M - $1.1M
26K $1.06B
XOM
Exxon Mobil Corp

Energy
8.85K
New
$108.36 - $122.2 $959K - $1.08M
8.85K $992M
LMT
Lockheed Martin Corp

Industrials
2.1K
New
$447.57 - $471.51 $938K - $988K
2.1K $968M
LLY
Eli Lilly & CO

Healthcare
892
New
$724.87 - $909.04 $647K - $811K
892 $906M
NVO
Novo Nordisk A S

Healthcare
6.16K
New
$122.71 - $146.91 $756K - $905K
6.16K $881M
META
Meta Platforms, Inc.

Communication Services
1.39K
New
$430.17 - $527.34 $599K - $735K
1.39K $878M
COST
Costco Wholesale Corp

Consumer Defensive
552
New
$704.88 - $870.75 $389K - $481K
552 $760M
HD
Home Depot, Inc.

Consumer Cyclical
1.33K
New
$325.1 - $368.03 $433K - $490K
1.33K $703M
NFLX
Netflix Inc

Communication Services
1.02K
New
$550.64 - $686.12 $563K - $701K
1.02K $701M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
30.2K
New
$21.37 - $23.76 $646K - $718K
30.2K $700M
IYW
Ishares Dj Us Tech ETF

ETFs
4.42K
New
$124.75 - $153.46 $551K - $678K
4.42K $693M
EW
Edwards Lifesciences Corp

Healthcare
7.43K
New
$84.3 - $94.31 $626K - $700K
7.43K $682M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
10.5K
New
$57.33 - $65.34 $603K - $687K
10.5K $679M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
10K
New
$41.64 - $42.32 $416K - $423K
10K $651M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
11K
New
$22.82 - $23.32 $251K - $257K
11K $637M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
6.53K
New
$96.76 - $109.6 $632K - $716K
6.53K $634M
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
11.6K
New
$46.85 - $50.14 $545K - $584K
11.6K $583M
PGR
Progressive Corp

Financial Services
2.78K
New
$202.26 - $215.9 $561K - $599K
2.78K $582M
IYH
Ishares Tr

ETFs
9.37K
New
$58.05 - $61.75 $544K - $579K
9.37K $569M
MA
Mastercard Inc

Financial Services
1.23K
New
$441.1 - $479.43 $540K - $587K
1.23K $547M
UNH
Unitedhealth Group Inc

Healthcare
851
New
$439.2 - $524.63 $374K - $446K
851 $519M
HON
Honeywell International Inc

Industrials
2.42K
New
$190.36 - $215.89 $460K - $522K
2.42K $511M
SHW
Sherwin Williams CO

Basic Materials
1.65K
New
$291.95 - $338.16 $483K - $559K
1.65K $497M
INTC
Intel Corp

Technology
4.39K
New
$29.85 - $44.52 $131K - $195K
4.39K $479M
MO
Altria Group, Inc.

Consumer Defensive
9.42K
New
$40.75 - $46.83 $384K - $441K
9.42K $459M
AMD
Advanced Micro Devices Inc

Technology
2.52K
New
$144.27 - $183.34 $364K - $462K
2.52K $455M
TSLA
Tesla, Inc.

Consumer Cyclical
684
New
$142.05 - $197.88 $97.2K - $135K
684 $432M
PG
Procter & Gamble CO

Consumer Defensive
2.38K
New
$155.33 - $168.56 $370K - $401K
2.38K $417M
WMT
Walmart Inc.

Consumer Defensive
5.78K
New
$58.85 - $68.9 $340K - $398K
5.78K $403M
Activity Summary
Buys All Purchases 85 New Holdings 85 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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