Symphony Financial Services, Inc. Incresed Positions in Q2 2025

Symphony Financial Services, Inc.

  • $167 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
USMC
Principal ETF U S Mega Cap

ETFs
14.8K
+ 7.53%
$50.94 - $62.56 $755K - $928K
212K $13.2B
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
10.4K
+ 15.63%
$61.92 - $81.5 $642K - $845K
76.7K $6.24B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
11.6K
+ 2.74%
$27.3 - $31.8 $317K - $369K
435K $13.8B
PAVE
Global X Fds Us Infrastructure

ETFs
2.58K
+ 1.38%
$33.78 - $43.68 $87.2K - $113K
189K $8.25B
IWY
Ishares Tr Russell 200 Growth

ETFs
302
+ 1.5%
$187.5 - $246.51 $56.6K - $74.4K
20.5K $5.04B
XMMO
Invesco Exchange Traded Fd Tr

ETFs
1.25K
+ 3.99%
$101.93 - $128.63 $127K - $161K
32.5K $4.18B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
125
+ 1.67%
$179.95 - $278.88 $22.5K - $34.9K
7.62K $2.12B
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.28K
+ 4.77%
$108.12 - $135.04 $138K - $172K
28K $3.79B
VGT
Vanguard Information Technolog

ETFs
36
+ 0.88%
$470.37 - $663.28 $16.9K - $23.9K
4.14K $2.75B
IWF
Ishares Russell 1000 Gr ETF

ETFs
447
+ 11.54%
$320.42 - $424.58 $143K - $190K
4.32K $1.83B
JPM
Jpmorgan Chase & CO

Financial Services
31
+ 0.48%
$210.28 - $289.91 $6.52K - $8.99K
6.44K $1.87B
V
Visa Inc.

Financial Services
595
+ 5.63%
$308.27 - $373.31 $183K - $222K
11.2K $3.97B
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
3.9K
+ 55.12%
$27.46 - $33.2 $107K - $129K
11K $364M
PG
Procter & Gamble CO

Consumer Defensive
1.1K
+ 46.71%
$157.66 - $172.39 $173K - $189K
3.45K $550M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.47K
+ 7.56%
$85.42 - $94.39 $125K - $138K
20.9K $1.96B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
91
+ 0.33%
$71.28 - $83.74 $6.49K - $7.62K
27.7K $2.32B
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
800
+ 21.59%
$57.46 - $75.58 $46K - $60.5K
4.51K $341M
SHW
Sherwin Williams CO

Basic Materials
263
+ 15.69%
$313.51 - $363.51 $82.5K - $95.6K
1.94K $666M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
2K
+ 12.92%
$23.45 - $26.56 $46.9K - $53.1K
17.5K $464M
PFE
Pfizer Inc

Healthcare
3.96K
+ 24.09%
$21.59 - $24.84 $85.5K - $98.4K
20.4K $495M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
1K
+ 2.93%
$22.63 - $26.95 $22.7K - $27K
35.3K $951M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
242
+ 2.25%
$59.24 - $71.39 $14.3K - $17.3K
11K $785M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
674
+ 0.89%
$47.46 - $55.3 $32K - $37.3K
76K $4.19B
WMT
Walmart Inc.

Consumer Defensive
3
+ 0.05%
$81.79 - $99.98 $245 - $300
5.64K $552M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
119
+ 1.83%
$82.17 - $99.96 $9.78K - $11.9K
6.63K $652M
XLI
Industrial Sector Spdr

ETFs
1
+ 0.05%
$116.42 - $147.52 $116 - $148
2.09K $308M
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
464
+ 4.28%
$47.97 - $54.0 $22.3K - $25.1K
11.3K $611M
DEF
Invesco Et Self Idxd Fd Tr Def

ETFs
100
+ 2.45%
N/A
4.18K $362M
JHMM
John Hancock Multifactor Mid C

ETFs
3
+ 0.05%
$50.32 - $61.13 $151 - $183
5.53K $338M
KBE
Spdr S&P Bank ETF

ETFs
3
+ 0.06%
$45.85 - $55.78 $138 - $167
5.34K $298M
GAB
Gabelli Equity Trust Inc

Financial Services
234
+ 0.79%
$4.97 - $5.87 $1.16K - $1.37K
30K $174M
PHYL
Pgim ETF Tr

ETFs
95
+ 1.16%
$33.41 - $35.49 $3.17K - $3.37K
8.29K $295M
NAK
Northern Dynasty Minerals LTD

Basic Materials
4K
+ 40.0%
$0.8 - $1.55 $3.2K - $6.2K
14K $18.8M
PGR
Progressive Corp

Financial Services
165
+ 6.1%
$255.27 - $288.74 $42.1K - $47.6K
2.87K $766M
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
184
+ 1.3%
$11.76 - $13.64 $2.16K - $2.51K
14.4K $182M
TTE
Total Energies Se

Energy
12
+ 0.28%
N/A
4.37K $268M
MCD
Mcdonalds Corp

Consumer Cyclical
2
+ 0.15%
$285.55 - $321.23 $571 - $642
1.38K $403M
AGL
Agilon Health, Inc.

Healthcare
8K
+ 34.78%
$2.1 - $5.68 $16.8K - $45.4K
31K $71.3M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
1.8K
+ 0.82%
$45.3 - $50.64 $81.6K - $91.3K
220K $10.8B
Activity Summary
Buys All Purchases 49 New Holdings 9 Increased Positions 40 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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