Symphony Financial, Ltd. Co. has filed its 13F form on April 17, 2024 for Q1 2024 where it was disclosed a total value porftolio of $428 Million distributed in 192 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 1500 Compos with a value of $30.8M, Spdr Portfolio with a value of $20M, Microsoft Corp with a value of $15M, Wisdomtree Yield Enhanced U.S. with a value of $13.4M, and Nvidia Corp with a value of $13.2M.

Examining the 13F form we can see an decrease of $37.9M in the current position value, from $466M to 428M.

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

Portfolio value $428 Million
ETFs: $215 Million
Technology: $63.8 Million
Consumer Cyclical: $23.1 Million
Consumer Defensive: $21.9 Million
Financial Services: $21.5 Million
Communication Services: $18.2 Million
Healthcare: $17 Million
Energy: $15.4 Million
Other: $31.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 192
  • Current Value $428 Million
  • Prior Value $466 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 17, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 17 stocks
  • Additional Purchases 67 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 93 stocks
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