Symphony Financial, Ltd. Co. Portfolio Holdings
Symphony Financial, Ltd. Co.
- $546 Million
- Q2 2024
Symphony Financial, Ltd. Co. has filed its 13F form on July 17, 2024 for Q2 2024 where it was disclosed a total value porftolio of $546 Million distributed in 209 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 $33.3M, Spdr Portfolio with a value of $25.7M, Nvidia Corp with a value of $25.5M, Microsoft Corp with a value of $19.1M, and Apple Inc. with a value of $16.5M.
Examining the 13F form we can see an increase of $117M in the current position value, from $428M to 546M.
Below you can find more details about Symphony Financial, Ltd. Co. portfolio as well as his latest detailed transactions.
Portfolio value
$546 Million
ETFs: $263 Million
Technology: $92.5 Million
Financial Services: $28.5 Million
Consumer Cyclical: $27.3 Million
Consumer Defensive: $26.1 Million
Healthcare: $24.5 Million
Communication Services: $23.7 Million
Industrials: $20.8 Million
Other: $39 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 209
- Current Value $546 Million
- Prior Value $428 Million
- Filing
- Period Q2 2024
- Filing Date July 17, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 30 stocks
- Additional Purchases 117 stocks
- Sold out of 0 stocks
- Reduced holdings in 53 stocks