Symphony Financial Services, Inc. Portfolio Holdings

Symphony Financial Services, Inc.

  • $116 Billion
  • Q2 2024

Symphony Financial Services, Inc. has filed its 13F form on August 09, 2024 for Q2 2024 where it was disclosed a total value porftolio of $116 Billion distributed in 85 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Janus Detroit Str Tr Janus Hen with a value of $12.5B, Janus Detroit Str Tr Henderson with a value of $10.3B, Principal ETF U S Mega Cap with a value of $7.9B, Apple Inc. with a value of $7.54B, and Global X Fds Us Infrastructure with a value of $6.64B.

Examining the 13F form we can see an increase of $116B in the current position value.

Symphony Financial Services, Inc. is based out at Akron, OH

Below you can find more details about Symphony Financial Services, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $116 Billion
ETFs: $74.5 Billion
Technology: $17.5 Billion
Financial Services: $6.63 Billion
Consumer Cyclical: $4.77 Billion
Healthcare: $4 Billion
Industrials: $2.33 Billion
Communication Services: $2.15 Billion
Consumer Defensive: $2.04 Billion
Other: $2.52 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12.5 Billion 10.71% of portfolio
245,902
Q2 2024 New
$0
$10.3 Billion 8.86% of portfolio
230,104
Q2 2024 New
$0
$7.9 Billion 6.79% of portfolio
142,784
Q2 2024 New
$0
$6.64 Billion 5.7% of portfolio
180,182
Q2 2024 New
$0
$4.27 Billion 3.67% of portfolio
85,039
Q2 2024 New
$0
$3.29 Billion 2.82% of portfolio
27,136
Q2 2024 New
$0
$3.08 Billion 2.65% of portfolio
57,332
Q2 2024 New
$0
$2.86 Billion 2.46% of portfolio
5,001
Q2 2024 New
$0
$2.57 Billion 2.21% of portfolio
28,203
Q2 2024 New
$0
$2.39 Billion 2.05% of portfolio
10,699
Q2 2024 New
$0
$2.36 Billion 2.03% of portfolio
3,938
Q2 2024 New
$0
$2.26 Billion 1.94% of portfolio
19,918
Q2 2024 New
$0
$2.03 Billion 1.74% of portfolio
7,393
Q2 2024 New
$0
$1.43 Billion 1.23% of portfolio
17,003
Q2 2024 New
$0
$1.31 Billion 1.13% of portfolio
3,468
Q2 2024 New
$0
$1.06 Billion 0.91% of portfolio
25,986
Q2 2024 New
$0
$679 Million 0.58% of portfolio
10,516
Q2 2024 New
$0
$651 Million 0.56% of portfolio
10,000
Q2 2024 New
$0
$637 Million 0.55% of portfolio
11,000
Q2 2024 New
$0
$634 Million 0.55% of portfolio
6,533
Q2 2024 New
$0
$583 Million 0.5% of portfolio
11,642
Q2 2024 New
$0
$569 Million 0.49% of portfolio
9,374
Q2 2024 New
$0
$382 Million 0.33% of portfolio
2,437
Q2 2024 New
$0
$358 Million 0.31% of portfolio
1,100
Q2 2024 New
$0
$316 Million 0.27% of portfolio
2,372
Q2 2024 New
$0
$300 Million 0.26% of portfolio
3,852
Q2 2024 New
$0
$305 Million 0.26% of portfolio
5,560
Q2 2024 New
$0
$307 Million 0.26% of portfolio
7,613
Q2 2024 New
$0
$287 Million 0.25% of portfolio
2,369
Q2 2024 New
$0
$261 Million 0.22% of portfolio
1,509
Q2 2024 New
$0
$222 Million 0.19% of portfolio
14,939
Q2 2024 New
$0
$216 Million 0.19% of portfolio
4,997
Q2 2024 New
$0
$222 Million 0.19% of portfolio
4,885
Q2 2024 New
$0
$205 Million 0.18% of portfolio
3,133
Q2 2024 New
$0
$208 Million 0.18% of portfolio
3,588
Q2 2024 New
$0
$213 Million 0.18% of portfolio
3,706
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 85
  • Current Value $116 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 09, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 85 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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