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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$756M
$96.3 Million 0.08% of portfolio
15,942
Q2 2024 New
$911M
$35.6 Million 0.03% of portfolio
20,380
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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