Symphony Financial, Ltd. Co. Purchases in Q4 2024

Symphony Financial, Ltd. Co.

  • $619 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GFL
Gfl Environmental Inc.

Industrials
5.11K
New
$39.53 - $47.1 $202K - $241K
5.11K $227K
WFC
Wells Fargo & Company

Financial Services
3.11K
New
$54.98 - $77.35 $171K - $240K
3.11K $218K
ELV
Elevance Health, Inc.

Healthcare
590
New
$365.96 - $514.62 $216K - $304K
590 $217K
CVX
Chevron Corp

Energy
1.94K
+ 6.77%
$141.15 - $162.53 $274K - $315K
30.6K $4.43M
SCHX
Schwab Strategic Tr Us Large C

ETFs
9.14K
New
$22.4 - $68.28 $205K - $624K
9.14K $211K
BR
Broadridge Financial Solutions, Inc.

Technology
923
New
$209.64 - $236.44 $193K - $218K
923 $208K
RL
Ralph Lauren Corp

Consumer Cyclical
900
New
$192.23 - $233.41 $173K - $210K
900 $207K
UAL
United Airlines Holdings, Inc.

Industrials
2.08K
New
$55.62 - $102.44 $116K - $213K
2.08K $202K
ISRG
Intuitive Surgical Inc

Healthcare
386
New
$471.27 - $550.62 $182K - $213K
386 $201K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.02K
+ 12.89%
$129.96 - $144.97 $132K - $148K
8.93K $1.24M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
12.1K
+ 4.9%
$51.09 - $55.27 $619K - $670K
260K $13.3M
EQT
Eqt Corp

Energy
4.1K
New
$35.62 - $46.89 $146K - $192K
4.1K $189K
OKE
Oneok Inc

Energy
564
+ 4.03%
$92.28 - $117.05 $52K - $66K
14.6K $1.46M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
3.19K
+ 2.41%
$65.67 - $69.79 $209K - $223K
136K $9.09M
UPS
United Parcel Service Inc

Industrials
1.79K
+ 39.62%
$122.65 - $138.35 $220K - $248K
6.31K $795K
AXP
American Express CO

Financial Services
37
+ 0.57%
$267.35 - $305.57 $9.89K - $11.3K
6.5K $1.93M
C
Citigroup Inc

Financial Services
2.47K
New
$61.31 - $72.5 $151K - $179K
2.47K $173K
AVDE
American Centy ETF Tr Avantis

ETFs
18.6K
+ 10.73%
$60.9 - $66.69 $1.13M - $1.24M
191K $11.8M
TFC
Truist Financial Corp

Financial Services
1.87K
+ 6.63%
$41.51 - $48.1 $77.7K - $90K
30.1K $1.31M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
1
+ 0.03%
$107.98 - $143.92 $108 - $144
3.44K $461K
IEMG
Ishares Inc

ETFs
1.38K
+ 2.94%
N/A
48.4K $2.59M
PFE
Pfizer Inc

Healthcare
6.37K
+ 15.5%
$24.8 - $30.19 $158K - $192K
47.5K $1.26M
GILD
Gilead Sciences, Inc.

Healthcare
196
+ 4.43%
$83.95 - $97.9 $16.5K - $19.2K
4.62K $426K
MCD
Mcdonalds Corp

Consumer Cyclical
601
+ 7.15%
$288.47 - $316.54 $173K - $190K
9.01K $2.61M
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.27K
+ 5.36%
$71.75 - $75.11 $306K - $320K
83.9K $6.03M
PEAK
Healthpeak Properties, Inc.

Real Estate
2.55K
+ 21.08%
N/A
14.6K $277K
ADP
Automatic Data Processing Inc

Industrials
30
+ 1.41%
$280.08 - $307.97 $8.4K - $9.24K
2.16K $632K
ENB
Enbridge Inc

Energy
612
+ 7.41%
$40.4 - $43.92 $24.7K - $26.9K
8.87K $376K
AMAT
Applied Materials Inc

Technology
840
+ 34.48%
$161.44 - $213.89 $136K - $180K
3.28K $532K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
2.04K
+ 8.07%
$26.55 - $27.32 $54.1K - $55.7K
27.3K $728K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
12K
+ 11.03%
$34.13 - $37.35 $410K - $449K
121K $4.13M
ADI
Analog Devices Inc

Technology
251
+ 21.42%
$206.35 - $236.48 $51.8K - $59.4K
1.42K $302K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
539
+ 3.7%
$59.74 - $60.03 $32.2K - $32.4K
15.1K $901K
EPD
Enterprise Products Partners L.P.

Energy
116
+ 1.7%
$28.66 - $34.43 $3.32K - $3.99K
6.94K $217K
GE
General Electric CO

Industrials
375
+ 18.61%
$159.95 - $194.23 $60K - $72.8K
2.39K $398K
PEG
Public Service Enterprise Group Inc

Utilities
1.06K
+ 6.89%
$81.87 - $94.51 $87K - $100K
16.5K $1.39M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
86
+ 0.27%
$33.92 - $36.6 $2.92K - $3.15K
32.4K $1.12M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
564
+ 10.34%
$39.3 - $41.34 $22.2K - $23.3K
6.02K $237K
DGRO
Ishares Core Dividend Growth E

ETFs
272
+ 4.88%
$60.73 - $64.94 $16.5K - $17.7K
5.84K $358K
APD
Air Products & Chemicals, Inc.

Basic Materials
106
+ 3.41%
$285.5 - $335.62 $30.3K - $35.6K
3.22K $933K
INDA
Ishares Msci India Index Fund

ETFs
965
+ 12.84%
$52.64 - $58.16 $50.8K - $56.1K
8.48K $446K
CLOI
Vaneck ETF Tr

ETFs
160
+ 1.39%
$52.7 - $53.15 $8.43K - $8.5K
11.6K $614K
AVEM
American Centy ETF Tr Avantis

ETFs
981
+ 10.64%
$58.59 - $66.14 $57.5K - $64.9K
10.2K $599K
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
18
+ 0.27%
$38.17 - $42.95 $687 - $773
6.66K $260K
Lam Research Corp
3K
New
N/A
3K $0
Blackrock Inc
333
New
N/A
333 $0
Gsk PLC
209
+ 2.55%
N/A
8.4K $0
ABEV
Ambev S.A.

Consumer Defensive
2.87K
+ 25.51%
$1.85 - $2.56 $5.3K - $7.34K
14.1K $26K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
1.84K
+ 11.28%
$27.09 - $32.06 $49.7K - $58.9K
18.1K $507K
Activity Summary
Buys All Purchases 121 New Holdings 30 Increased Positions 91 Sells All Sells 93 Reductions 93 Sold out 0 Options Calls 0 Puts 0
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