Symphony Financial, Ltd. Co. Purchases in Q1 2025

Symphony Financial, Ltd. Co.

  • $177 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
37.3K
New
$77.33 - $90.16 $2.89M - $3.36M
37.3K $2.93M
IEMG
Ishares Inc

ETFs
27.4K
+ 56.75%
N/A
75.8K $4.07M
SPIB
Spdr Portfolio Intermediate Te

ETFs
28.3K
+ 85.72%
$32.5 - $33.3 $920K - $943K
61.3K $2.04M
AVUV
American Centy ETF Tr Avantis

ETFs
27.8K
+ 16.77%
$84.95 - $100.62 $2.36M - $2.8M
194K $16.9M
ISRG
Intuitive Surgical Inc

Healthcare
1.64K
+ 425.91%
$476.63 - $610.45 $784K - $1M
2.03K $1.01M
IGF
Ishares Global Infrastructure

ETFs
13.6K
New
$51.96 - $54.84 $709K - $748K
13.6K $745K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
41.8K
New
$13.05 - $13.97 $546K - $584K
41.8K $570K
VONV
Vanguard Russell 1000 Value Et

ETFs
6.43K
New
$80.21 - $86.14 $515K - $553K
6.43K $530K
CRWD
Crowd Strike Holdings, Inc.

Technology
998
+ 96.05%
$308.86 - $455.36 $308K - $454K
2.04K $718K
FNDX
Schwab Fundamental U S Large C

ETFs
15.2K
New
$23.03 - $25.01 $351K - $381K
15.2K $359K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
5.34K
New
$49.25 - $50.66 $263K - $270K
5.34K $264K
FNDA
Schwab Fundamental U S Small C

ETFs
9.17K
+ 100.0%
$26.87 - $30.99 $246K - $284K
18.3K $502K
VB
Vanguard Small Cap ETF

ETFs
948
New
$217.89 - $252.64 $207K - $240K
948 $210K
PRF
Invesco Exchange Traded Fd Tr

ETFs
5.09K
+ 69.9%
$39.4 - $42.61 $200K - $217K
12.4K $499K
SCHX
Schwab Strategic Tr Us Large C

ETFs
9.14K
+ 100.0%
$21.75 - $24.28 $199K - $222K
18.3K $403K
VTI
Vanguard Total Stock Market Et

ETFs
1.31K
+ 7.86%
$271.18 - $303.12 $356K - $397K
18K $4.95M
INDA
Ishares Msci India Index Fund

ETFs
1.98K
+ 23.29%
$47.8 - $53.4 $94.4K - $105K
10.5K $538K
EQT
Eqt Corp

Energy
184
+ 4.49%
$46.16 - $54.25 $8.49K - $9.98K
4.28K $228K
EPD
Enterprise Products Partners L.P.

Energy
111
+ 1.6%
$31.75 - $34.14 $3.52K - $3.79K
7.05K $240K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
185
+ 3.07%
$38.99 - $40.37 $7.21K - $7.47K
6.21K $250K
BEN
Franklin Resources Inc

Financial Services
2.73K
+ 4.71%
$18.92 - $22.24 $51.7K - $60.8K
60.8K $1.17M
UPS
United Parcel Service Inc

Industrials
386
+ 6.12%
$109.66 - $136.26 $42.3K - $52.6K
6.69K $736K
MS
Morgan Stanley

Financial Services
14
+ 0.15%
$111.68 - $141.08 $1.56K - $1.98K
9.45K $1.1M
Activity Summary
Buys All Purchases 24 New Holdings 8 Increased Positions 16 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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