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
ABT
Abbott Laboratories

Healthcare
863
+ 11.2%
$100.07 - $118.13 $86.4K - $102K
8.57K $977K
CSWI
Csw Industrials, Inc.

Industrials
116
+ 9.59%
$263.55 - $370.84 $30.6K - $43K
1.33K $486K
PULS
Pgim ETF Tr

ETFs
3.1K
+ 9.99%
$49.47 - $49.8 $153K - $154K
34.2K $1.7M
IEMG
Ishares Inc

ETFs
2.72K
+ 6.15%
$53.64 - $53.64 $146K - $146K
47K $2.52M
GE
General Electric CO

Industrials
513
+ 34.15%
$156.66 - $189.66 $80.4K - $97.3K
2.02K $379K
TROW
Price T Rowe Group Inc

Financial Services
1.63K
+ 18.61%
$101.71 - $120.75 $166K - $197K
10.4K $1.13M
MUB
Ishares National Muni Bond ETF

ETFs
559
+ 2.21%
$106.13 - $108.7 $59.3K - $60.8K
25.8K $2.81M
NFLX
Netflix Inc

Communication Services
25
+ 0.98%
$598.55 - $722.26 $15K - $18.1K
2.57K $1.82M
INDA
Ishares Msci India Index Fund

ETFs
1.5K
+ 25.02%
$54.86 - $59.22 $82.5K - $89.1K
7.52K $439K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
104
+ 0.76%
$64.57 - $71.76 $6.72K - $7.46K
13.8K $986K
IWV
Ishares Russell 3000 ETF

ETFs
77
+ 2.18%
$294.75 - $326.73 $22.7K - $25.2K
3.61K $1.18M
QQQ
Invesco Qqq Trust, Series 1

ETFs
99
+ 2.36%
$434.77 - $502.96 $43K - $49.8K
4.3K $2.1M
SPGI
S&P Global Inc.

Financial Services
22
+ 3.22%
$446.32 - $527.38 $9.82K - $11.6K
705 $364K
AMD
Advanced Micro Devices Inc

Technology
312
+ 16.87%
$128.67 - $183.96 $40.1K - $57.4K
2.16K $354K
BX
Blackstone Inc.

Financial Services
18
+ 1.02%
$120.77 - $159.66 $2.17K - $2.87K
1.78K $272K
UNP
Union Pacific Corp

Industrials
34
+ 1.56%
$221.78 - $256.09 $7.54K - $8.71K
2.21K $543K
ITOT
Ishares Core S&P Total U.S. St

ETFs
50
+ 0.76%
$113.41 - $125.62 $5.67K - $6.28K
6.64K $833K
UL
Unilever PLC

Consumer Defensive
16
+ 0.39%
$54.7 - $65.59 $875 - $1.05K
4.14K $269K
WPC
W. P. Carey Inc.

Real Estate
21
+ 0.38%
$54.63 - $63.96 $1.15K - $1.34K
5.61K $349K
BCS
Barclays PLC

Financial Services
3.42K
New
$10.59 - $12.45 $36.2K - $42.5K
3.42K $41K
CVX
Chevron Corp

Energy
1.9K
+ 7.11%
$137.88 - $161.97 $262K - $308K
28.6K $4.22M
DGRO
Ishares Core Dividend Growth E

ETFs
103
+ 1.88%
$57.47 - $62.76 $5.92K - $6.46K
5.57K $349K
ADI
Analog Devices Inc

Technology
138
+ 13.35%
$200.56 - $243.33 $27.7K - $33.6K
1.17K $269K
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
159
+ 2.09%
$39.98 - $43.99 $6.36K - $6.99K
7.76K $341K
ROK
Rockwell Automation, Inc

Industrials
198
+ 5.25%
$248.27 - $294.37 $49.2K - $58.3K
3.97K $1.07M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
400
+ 2.83%
$59.61 - $60.15 $23.8K - $24.1K
14.6K $871K
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
41
+ 0.62%
$34.95 - $39.2 $1.43K - $1.61K
6.65K $258K
TPHD
Timothy Plan High Divid Stk Et

ETFs
78
+ 1.08%
$34.67 - $37.7 $2.7K - $2.94K
7.3K $275K
MRK
Merck & Co., Inc.

Healthcare
1.08K
+ 10.98%
$111.15 - $128.97 $120K - $139K
10.9K $1.24M
MVO
Mv Oil Trust

Energy
1.3K
+ 1.91%
$8.95 - $9.92 $11.7K - $12.9K
69.4K $658K
LCID
Lucid Group, Inc.

Consumer Cyclical
116
+ 1.03%
$2.64 - $4.26 $306 - $494
11.4K $40K
CLOI
Vaneck ETF Tr

ETFs
144
+ 1.27%
$52.65 - $53.04 $7.58K - $7.64K
11.5K $608K
TX
Ternium S.A.

Basic Materials
228
+ 2.02%
$30.9 - $38.01 $7.05K - $8.67K
11.5K $423K
Linde PLC
1
+ 0.22%
N/A
466 $0
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1
+ 0.04%
$100.3 - $100.74 $100 - $101
2.55K $257K
Fibrobiologics Inc
23.8K
New
N/A
23.8K $0
Twfg Inc
11K
New
N/A
11K $0
ROP
Roper Technologies Inc

Industrials
2
+ 0.15%
$515.25 - $576.55 $1.03K - $1.15K
1.3K $722K
NSP
Insperity, Inc.

Industrials
19
+ 0.61%
$85.48 - $103.18 $1.62K - $1.96K
3.16K $277K
GOOGL
Alphabet Inc.

Communication Services
3.19K
+ 9.66%
$148.65 - $191.18 $474K - $609K
36.2K $6M
PSX
Phillips 66

Energy
240
+ 4.94%
$125.0 - $147.17 $30K - $35.3K
5.1K $670K
INTU
Intuit Inc

Technology
42
+ 2.63%
$602.97 - $670.49 $25.3K - $28.2K
1.64K $1.02M
VLO
Valero Energy Corp

Energy
51
+ 1.24%
$132.81 - $163.48 $6.77K - $8.34K
4.17K $562K
CRWD
Crowd Strike Holdings, Inc.

Technology
47
+ 3.68%
$217.89 - $392.15 $10.2K - $18.4K
1.32K $371K
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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