Symphony Financial, Ltd. Co. Purchases in Q3 2024

Symphony Financial, Ltd. Co.

  • $608 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TRV
Travelers Companies, Inc.

Financial Services
11.8K
New
$201.87 - $242.35 $2.39M - $2.87M
11.8K $2.77M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
9.72K
+ 1.94%
$63.28 - $70.06 $615K - $681K
512K $35.8M
AAPL
Apple Inc.

Technology
2.02K
+ 2.57%
$207.23 - $234.82 $418K - $473K
80.4K $18.7M
IWM
Ishares Russell 2000 ETF

ETFs
4.67K
+ 7.19%
$200.87 - $224.6 $938K - $1.05M
69.6K $15.4M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
35.5K
+ 10.58%
$42.76 - $45.16 $1.52M - $1.6M
371K $16.6M
AVUV
American Centy ETF Tr Avantis

ETFs
10.9K
+ 7.21%
$88.24 - $99.7 $958K - $1.08M
161K $15.5M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
10.4K
+ 4.4%
$48.51 - $52.86 $505K - $551K
247K $13.1M
AVDE
American Centy ETF Tr Avantis

ETFs
11.2K
+ 6.96%
$60.09 - $67.67 $676K - $761K
173K $11.6M
IEFA
Ishares Tr

ETFs
8.76K
+ 5.98%
$70.09 - $78.74 $614K - $690K
155K $12.1M
SPYG
Spdr Portfolio

ETFs
6.83K
+ 2.13%
$73.38 - $84.1 $501K - $574K
328K $27.2M
SPMD
Spdr Portfolio

ETFs
13.4K
+ 7.77%
$50.29 - $54.92 $674K - $736K
186K $10.2M
ORCL
Oracle Corp

Technology
4.79K
+ 29.61%
$125.9 - $170.35 $603K - $816K
21K $3.57M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
4.83K
+ 4.49%
$87.56 - $95.49 $423K - $461K
112K $10.7M
GLD
Spdr Gold Trust

ETFs
1.85K
+ 6.62%
$215.56 - $246.98 $398K - $456K
29.7K $7.22M
HD
Home Depot, Inc.

Consumer Cyclical
817
+ 5.91%
$333.64 - $405.2 $273K - $331K
14.6K $5.93M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.6K
+ 0.63%
$57.32 - $62.65 $91.5K - $100K
256K $15.9M
VTI
Vanguard Total Stock Market Et

ETFs
1.45K
+ 4.15%
$255.18 - $283.2 $371K - $412K
36.5K $10.3M
BND
Vanguard Bd Index Fd Inc Total

ETFs
9.25K
+ 13.14%
$71.45 - $75.64 $661K - $699K
79.6K $5.98M
MO
Altria Group, Inc.

Consumer Defensive
2.55K
+ 1.84%
$45.95 - $54.71 $117K - $139K
141K $7.18M
UNH
Unitedhealth Group Inc

Healthcare
740
+ 12.54%
$488.01 - $604.18 $361K - $447K
6.64K $3.88M
JNJ
Johnson & Johnson

Healthcare
1.83K
+ 5.16%
$145.48 - $167.38 $267K - $307K
37.4K $6.05M
MA
Mastercard Inc

Financial Services
798
+ 11.0%
$429.6 - $500.99 $343K - $400K
8.06K $3.98M
ACN
Accenture PLC

Technology
967
+ 11.42%
$295.44 - $355.81 $286K - $344K
9.44K $3.34M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
4.21K
+ 3.29%
$61.47 - $67.36 $259K - $284K
132K $8.91M
PG
Procter & Gamble CO

Consumer Defensive
3.85K
+ 35.43%
$160.76 - $177.82 $619K - $685K
14.7K $2.55M
AVGO
Broadcom Inc.

Technology
44.7K
+ 920.57%
$136.27 - $1745.86 $6.09M - $78M
49.5K $8.54M
META
Meta Platforms, Inc.

Communication Services
714
+ 14.31%
$453.41 - $572.44 $324K - $409K
5.7K $3.26M
NVDA
Nvidia Corp

Technology
9.71K
+ 4.7%
$98.91 - $134.91 $960K - $1.31M
216K $26.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
166
+ 1.41%
$405.19 - $478.57 $67.3K - $79.4K
11.9K $5.49M
UBER
Uber Technologies, Inc

Technology
9.39K
New
$58.48 - $77.47 $549K - $728K
9.39K $705K
AMZN
Amazon Com Inc

Consumer Cyclical
6.43K
+ 8.93%
$161.02 - $200.0 $1.03M - $1.29M
78.4K $14.6M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
7.19K
New
$91.42 - $91.82 $658K - $660K
7.19K $660K
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
5.81K
New
$98.24 - $109.56 $570K - $636K
5.81K $636K
MCD
Mcdonalds Corp

Consumer Cyclical
815
+ 10.74%
$245.82 - $304.51 $200K - $248K
8.41K $2.56M
BEN
Franklin Resources Inc

Financial Services
31K
New
$19.13 - $23.97 $594K - $744K
31K $625K
MMM
3 M CO

Industrials
1.36K
+ 10.69%
$99.69 - $139.42 $136K - $190K
14.1K $1.93M
UPS
United Parcel Service Inc

Industrials
4.52K
New
$123.32 - $147.38 $557K - $666K
4.52K $615K
IRM
Iron Mountain Inc

Real Estate
1.13K
+ 6.86%
$89.69 - $119.32 $101K - $135K
17.6K $2.09M
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
14.2K
New
$41.04 - $43.51 $584K - $619K
14.2K $613K
IVV
Ishares Core S&P 500 ETF

ETFs
444
+ 3.9%
$520.18 - $576.82 $231K - $256K
11.8K $6.83M
MSFT
Microsoft Corp

Technology
3.03K
+ 7.1%
$395.15 - $467.56 $1.2M - $1.42M
45.7K $19.7M
QUAL
Ishares Msci Usa Quality Facto

ETFs
866
+ 1.7%
$162.64 - $179.3 $141K - $155K
51.8K $9.3M
COST
Costco Wholesale Corp

Consumer Defensive
359
+ 5.44%
$801.83 - $917.05 $288K - $329K
6.96K $6.17M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
656
+ 8.83%
$475.2 - $527.7 $312K - $346K
8.09K $4.27M
CAT
Caterpillar Inc

Industrials
458
+ 7.24%
$316.8 - $391.12 $145K - $179K
6.79K $2.65M
TMO
Thermo Fisher Scientific Inc.

Healthcare
820
+ 142.86%
$531.86 - $624.21 $436K - $512K
1.39K $862K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
16.3K
New
$28.08 - $32.61 $457K - $531K
16.3K $514K
LOW
Lowes Companies Inc

Consumer Cyclical
449
+ 5.99%
$213.3 - $270.78 $95.8K - $122K
7.94K $2.15M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
5.69K
+ 2.01%
$28.11 - $29.42 $160K - $167K
288K $8.47M
Activity Summary
Buys All Purchases 145 New Holdings 29 Increased Positions 116 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 0
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