Symphony Financial Services, Inc. Reduced Holdings in Q3 2025

Symphony Financial Services, Inc.

  • $186 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-29.3K
- 12.51%
$50.53 - $50.82 $1.48M - $1.49M
205K $10.4B
V
Visa Inc.

Financial Services
-288
- 2.58%
$332.09 - $358.86 $95.6K - $103K
10.9K $3.71B
NFLX
Netflix Inc

Communication Services
-35
- 4.2%
$1147.87 - $1297.18 $40.2K - $45.4K
799 $958M
NVO
Novo Nordisk A S

Healthcare
-583
- 10.85%
$45.38 - $71.7 $26.5K - $41.8K
4.79K $266M
SBUX
Starbucks Corp

Consumer Cyclical
-547
- 13.74%
$81.9 - $96.86 $44.8K - $53K
3.43K $290M
HON
Honeywell International Inc

Industrials
-50
- 2.08%
$207.7 - $240.4 $10.4K - $12K
2.35K $495M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-2.21K
- 20.14%
$33.07 - $34.84 $73.1K - $77K
8.77K $305M
PHYL
Pgim ETF Tr

ETFs
-1.27K
- 15.27%
$35.14 - $35.8 $44.5K - $45.3K
7.03K $251M
JHMM
John Hancock Multifactor Mid C

ETFs
-861
- 15.56%
$61.22 - $65.26 $52.7K - $56.2K
4.67K $302M
EW
Edwards Lifesciences Corp

Healthcare
-200
- 2.77%
$73.75 - $81.83 $14.8K - $16.4K
7.03K $546M
NAK
Northern Dynasty Minerals LTD

Basic Materials
-4K
- 28.57%
$0.75 - $2.3 $3K - $9.2K
10K $12M
JNJ
Johnson & Johnson

Healthcare
-324
- 18.21%
$155.17 - $185.42 $50.3K - $60.1K
1.46K $270M
Bny Mellon
-373
- 2.43%
N/A
15K $535M
IYC
Ishares U.S. Consumer Discreti

ETFs
-50
- 2.15%
$98.12 - $105.85 $4.91K - $5.29K
2.27K $238M
DEF
Invesco Et Self Idxd Fd Tr Def

ETFs
-38
- 0.91%
N/A
4.14K $375M
IYH
Ishares Tr

ETFs
-4
- 0.04%
$54.36 - $58.96 $217 - $236
9.41K $553M
TLRY
Tilray Brands, Inc.

Healthcare
-324
- 1.59%
$0.42 - $1.85 $136 - $599
20.1K $34.7M
XOM
Exxon Mobil Corp

Energy
-122
- 1.47%
$105.83 - $117.22 $12.9K - $14.3K
8.16K $920M
ITA
Ishares Tr

ETFs
-96
- 3.67%
$184.73 - $209.26 $17.7K - $20.1K
2.52K $527M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-122
- 0.06%
$48.72 - $50.73 $5.94K - $6.19K
220K $10.9B
MO
Altria Group, Inc.

Consumer Defensive
-307
- 3.32%
$57.75 - $67.68 $17.7K - $20.8K
8.95K $591M
LMT
Lockheed Martin Corp

Industrials
-9
- 0.43%
$410.74 - $499.21 $3.7K - $4.49K
2.07K $1.03B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-460
- 1.66%
$84.28 - $89.46 $38.8K - $41.2K
27.3K $2.42B
IYW
Ishares Dj Us Tech ETF

ETFs
-2
- 0.04%
$171.38 - $197.01 $343 - $394
4.94K $968M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-476
- 0.63%
$55.15 - $58.11 $26.3K - $27.7K
75.5K $4.34B
JPM
Jpmorgan Chase & CO

Financial Services
-35
- 0.54%
$282.78 - $316.06 $9.9K - $11.1K
6.41K $2.02B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-94
- 1.94%
$546.99 - $602.2 $51.4K - $56.6K
4.75K $2.85B
AAPL
Apple Inc.

Technology
-402
- 1.35%
$202.38 - $256.87 $81.4K - $103K
29.4K $7.48B
Activity Summary
Buys All Purchases 62 New Holdings 11 Increased Positions 51 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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