Symphony Financial Services, Inc. Portfolio Holdings

Symphony Financial Services, Inc.

  • $167 Billion
  • Q2 2025

Symphony Financial Services, Inc. has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $167 Billion distributed in 92 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Pimco ETF Tr with a value of $14.5B, First Tr Ex Td Viii Ft Cboe Ve with a value of $13.8B, Principal ETF U S Mega Cap with a value of $13.2B, Janus Detroit Str Tr Janus Hen with a value of $11.9B, and Ft Cboe Vest S&P 500 Dividend with a value of $10.8B.

Examining the 13F form we can see an increase of $14.3B in the current position value, from $153B to 167B.

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 $167 Billion
ETFs: $112 Billion
Technology: $15.7 Billion
Financial Services: $9.09 Billion
Consumer Cyclical: $4.09 Billion
Communication Services: $2.59 Billion
Healthcare: $2.45 Billion
Consumer Defensive: $2.18 Billion
Industrials: $2.04 Billion
Other: $2.05 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$113B
$964 Million 0.58% of portfolio
2,082
Q1 2025 Reduced 0.67%
$142B
$766 Million 0.46% of portfolio
2,871
Q2 2025 Added 6.1%
$92.8B
$666 Million 0.4% of portfolio
1,939
Q2 2025 Added 15.69%
$47.6B
$565 Million 0.34% of portfolio
7,225
Q2 2025 Reduced 1.37%
$146B
$560 Million 0.33% of portfolio
2,404
Q2 2025 Reduced 1.03%
$127B
$533 Million 0.32% of portfolio
1,934
Q2 2025 New
$118B
$543 Million 0.32% of portfolio
9,259
Q2 2025 Reduced 0.22%
$138B
$495 Million 0.3% of portfolio
20,411
Q2 2025 Added 24.09%
$108B
$365 Million 0.22% of portfolio
3,981
Q2 2025 Reduced 2.97%
$112B
$370 Million 0.22% of portfolio
5,371
Q2 2025 Reduced 22.42%
$145B
$280 Million 0.17% of portfolio
783
Q2 2025 Reduced 3.45%
$173B
$268 Million 0.16% of portfolio
4,370
Q2 2025 Added 0.28%
$36.7B
$275 Million 0.16% of portfolio
2,239
Q2 2025 New
$147B
$215 Million 0.13% of portfolio
2,000
Q1 2025 New
$28.2B
$203 Million 0.12% of portfolio
104
Q2 2025 New
$79.3B
$208 Million 0.12% of portfolio
1,252
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 92
  • Current Value $167 Billion
  • Prior Value $153 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
Track This Portfolio

Track Symphony Financial Services, Inc. Portfolio

Follow Symphony Financial Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Symphony Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Symphony Financial Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email