Symphony Financial Services, Inc. Reduced Holdings in Q2 2025

Symphony Financial Services, Inc.

  • $167 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-22.5K
- 8.75%
$49.79 - $50.75 $1.12M - $1.14M
234K $11.9B
AAPL
Apple Inc.

Technology
-2.06K
- 6.46%
$172.42 - $223.89 $354K - $460K
29.8K $6.11B
JMBS
Janus Detroit Str Tr Henderson

ETFs
-3.62K
- 2.14%
$43.89 - $45.45 $159K - $164K
165K $7.44B
XOM
Exxon Mobil Corp

Energy
-218
- 2.56%
$99.93 - $119.04 $21.8K - $26K
8.28K $893M
NVO
Novo Nordisk A S

Healthcare
-1.55K
- 22.42%
$58.08 - $81.05 $90.1K - $126K
5.37K $370M
XLV
Select Sector Spdr Fund Health

ETFs
-516
- 22.24%
$128.77 - $144.3 $66.4K - $74.5K
1.8K $243M
LLY
Eli Lilly & CO

Healthcare
-45
- 7.17%
$713.71 - $898.95 $32.1K - $40.5K
583 $455M
HD
Home Depot, Inc.

Consumer Cyclical
-97
- 6.95%
$335.24 - $380.78 $32.5K - $36.9K
1.3K $469M
PGF
Invesco Exchange Traded Fd Tr

ETFs
-2.51K
- 17.43%
$13.7 - $14.31 $34.4K - $35.9K
11.9K $168M
SBUX
Starbucks Corp

Consumer Cyclical
-122
- 2.97%
$79.69 - $99.41 $9.72K - $12.1K
3.98K $365M
MO
Altria Group, Inc.

Consumer Defensive
-20
- 0.22%
$55.56 - $60.91 $1.11K - $1.22K
9.26K $543M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-78
- 5.51%
$152.42 - $182.82 $11.9K - $14.3K
1.34K $245M
T
At&T Inc.

Communication Services
-70
- 0.8%
$26.33 - $28.94 $1.84K - $2.03K
8.72K $253M
MA
Mastercard Inc

Financial Services
-7
- 0.72%
$479.92 - $590.74 $3.36K - $4.14K
963 $541M
GLD
Spdr Gold Trust

ETFs
-10
- 1.1%
$273.71 - $316.29 $2.74K - $3.16K
900 $274M
BST
Black Rock Science & Technology Trust

Financial Services
-45
- 0.71%
$29.62 - $38.3 $1.33K - $1.72K
6.31K $241M
EW
Edwards Lifesciences Corp

Healthcare
-100
- 1.37%
$67.07 - $78.22 $6.71K - $7.82K
7.23K $565M
Pimco ETF Tr
-2.24K
- 0.41%
N/A
547K $14.5B
HON
Honeywell International Inc

Industrials
-25
- 1.03%
$182.86 - $232.88 $4.57K - $5.82K
2.4K $560M
Bny Mellon
-262
- 1.68%
N/A
15.4K $532M
TSLA
Tesla, Inc.

Consumer Cyclical
-50
- 5.25%
$221.86 - $362.89 $11.1K - $18.1K
902 $301M
ETN
Eaton Corp PLC

Industrials
-28
- 3.45%
$246.52 - $356.99 $6.9K - $10K
783 $280M
ITA
Ishares Tr

ETFs
-6
- 0.23%
$135.31 - $188.64 $812 - $1.13K
2.62K $494M
IYW
Ishares Dj Us Tech ETF

ETFs
-3
- 0.06%
$122.57 - $173.27 $368 - $520
4.95K $857M
META
Meta Platforms, Inc.

Communication Services
-12
- 0.92%
$484.66 - $738.09 $5.82K - $8.86K
1.3K $960M
AMZN
Amazon Com Inc

Consumer Cyclical
-45
- 0.39%
$167.32 - $223.3 $7.53K - $10K
11.6K $2.55B
NFLX
Netflix Inc

Communication Services
-3
- 0.36%
$855.86 - $1339.13 $2.57K - $4.02K
834 $1.12B
MSFT
Microsoft Corp

Technology
-76
- 1.02%
$354.56 - $497.45 $26.9K - $37.8K
7.34K $3.66B
NVDA
Nvidia Corp

Technology
-641
- 2.04%
$94.31 - $157.99 $60.5K - $101K
30.8K $4.88B
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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