Symphony Financial, Ltd. Co. Incresed Positions in Q3 2025

Symphony Financial, Ltd. Co.

  • $816 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
9.61K
+ 4.28%
$153.3 - $186.58 $1.47M - $1.79M
234K $43.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
10.8K
+ 137.4%
$617.65 - $666.84 $6.66M - $7.19M
18.6K $12.4M
SPYG
Spdr Portfolio

ETFs
22.1K
+ 7.29%
$94.33 - $105.31 $2.08M - $2.32M
325K $33.9M
AAPL
Apple Inc.

Technology
249
+ 0.26%
$202.38 - $256.87 $50.4K - $64K
94.3K $24M
GOOGL
Alphabet Inc.

Communication Services
60
+ 0.11%
$174.36 - $254.72 $10.5K - $15.3K
54.9K $13.3M
IEFA
Ishares Tr

ETFs
22.9K
+ 12.31%
$81.7 - $87.53 $1.87M - $2M
209K $18.2M
AVUV
American Centy ETF Tr Avantis

ETFs
9.96K
+ 5.21%
$90.37 - $102.12 $900K - $1.02M
201K $20M
SPIB
Spdr Portfolio Intermediate Te

ETFs
63.6K
+ 13.62%
$33.26 - $34.01 $2.12M - $2.16M
531K $18M
GOOG
Alphabet Inc.

Communication Services
847
+ 2.72%
$175.16 - $255.24 $148K - $216K
32K $7.78M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
15.4K
+ 15.39%
$94.17 - $99.95 $1.45M - $1.54M
116K $11.6M
AVDE
American Centy ETF Tr Avantis

ETFs
8.52K
+ 4.0%
$73.24 - $79.04 $624K - $674K
221K $17.5M
PULS
Pgim ETF Tr

ETFs
24.6K
+ 8.16%
$49.58 - $49.83 $1.22M - $1.23M
326K $16.3M
V
Visa Inc.

Financial Services
4.13K
+ 32.5%
$332.09 - $358.86 $1.37M - $1.48M
16.8K $5.74M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
8.77K
+ 3.51%
$52.12 - $55.33 $457K - $485K
259K $14.3M
ABBV
Abb Vie Inc.

Healthcare
1.95K
+ 11.72%
$184.85 - $231.54 $361K - $452K
18.6K $4.3M
GE
General Electric CO

Industrials
3.35K
+ 80.24%
$244.75 - $305.63 $821K - $1.03M
7.53K $2.27M
IGF
Ishares Global Infrastructure

ETFs
13K
+ 11.22%
$58.29 - $61.43 $759K - $800K
129K $7.89M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
1.02K
+ 1.01%
$79.39 - $90.39 $80.6K - $91.7K
101K $9M
IEMG
Ishares Inc

ETFs
17.3K
+ 22.69%
N/A
93.5K $5.02M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
58.3K
+ 24.02%
$12.9 - $13.59 $752K - $792K
301K $4.04M
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
4.66K
+ 21.03%
$118.33 - $128.54 $552K - $599K
26.8K $3.44M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
5.38K
+ 4.23%
$70.77 - $73.59 $380K - $396K
133K $9.71M
AVEM
American Centy ETF Tr Avantis

ETFs
6.51K
+ 31.45%
$68.33 - $75.41 $445K - $491K
27.2K $2.04M
BX
Blackstone Inc.

Financial Services
3.37K
+ 187.05%
$152.77 - $188.68 $514K - $635K
5.16K $882K
WM
Waste Management Inc

Industrials
2.82K
+ 46.2%
$213.88 - $237.1 $603K - $669K
8.92K $1.97M
AMZN
Amazon Com Inc

Consumer Cyclical
1.81K
+ 2.03%
$211.65 - $238.24 $382K - $430K
90.8K $19.9M
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
8.6K
+ 10.71%
$41.55 - $42.82 $357K - $368K
88.9K $3.79M
VONV
Vanguard Russell 1000 Value Et

ETFs
1.17K
+ 1.86%
$84.55 - $89.54 $98.8K - $105K
63.8K $5.71M
SPMD
Spdr Portfolio

ETFs
1.63K
+ 1.7%
$54.43 - $58.29 $88.9K - $95.2K
97.8K $5.59M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
679
+ 3.51%
$82.22 - $96.68 $55.8K - $65.6K
20K $1.93M
PEP
Pepsico Inc

Consumer Defensive
534
+ 1.75%
$133.81 - $152.16 $71.5K - $81.3K
31.1K $4.36M
NEE
Nextera Energy Inc

Utilities
1.27K
+ 3.46%
$69.77 - $77.54 $88.9K - $98.8K
38.1K $2.88M
RBLX
Roblox Corp

Communication Services
2.14K
+ 335.05%
$100.65 - $141.56 $215K - $303K
2.78K $385K
PFE
Pfizer Inc

Healthcare
9.03K
+ 13.96%
$23.29 - $25.88 $210K - $234K
73.7K $1.88M
FNDA
Schwab Fundamental U S Small C

ETFs
9.14K
+ 31527.59%
$28.75 - $31.93 $263K - $292K
9.17K $285K
PRF
Invesco Exchange Traded Fd Tr

ETFs
6.14K
+ 535.57%
$42.04 - $45.23 $258K - $278K
7.29K $329K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
4.87K
+ 1.63%
$28.95 - $29.73 $141K - $145K
304K $9.03M
MDT
Medtronic PLC

Healthcare
2.64K
+ 175.25%
$87.67 - $95.74 $232K - $253K
4.15K $395K
SCHX
Schwab Strategic Tr Us Large C

ETFs
9.11K
+ 37975.0%
$24.46 - $26.5 $223K - $242K
9.14K $240K
GM
General Motors CO

Consumer Cyclical
3.52K
+ 225.21%
$48.89 - $61.24 $172K - $216K
5.08K $309K
DGRO
Ishares Core Dividend Growth E

ETFs
2.77K
+ 27.79%
$64.12 - $68.08 $177K - $188K
12.7K $866K
FAST
Fastenal CO

Industrials
687
+ 2.53%
$42.47 - $50.39 $29.2K - $34.6K
27.9K $1.37M
MUB
Ishares National Muni Bond ETF

ETFs
1.54K
+ 5.49%
$103.24 - $106.68 $159K - $164K
29.6K $3.15M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
884
+ 1.81%
$62.09 - $66.51 $54.9K - $58.8K
49.7K $3.24M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.14K
+ 80.65%
$42.67 - $46.91 $177K - $194K
9.28K $434K
O
Realty Income Corp

Real Estate
852
+ 1.78%
$56.13 - $60.79 $47.8K - $51.8K
48.6K $2.96M
FNDX
Schwab Fundamental U S Large C

ETFs
7.49K
+ 1041.72%
$24.38 - $26.34 $183K - $197K
8.21K $215K
PSX
Phillips 66

Energy
806
+ 15.37%
$118.37 - $139.46 $95.4K - $112K
6.05K $822K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.7K
+ 3.83%
$35.42 - $38.65 $60.3K - $65.8K
46.2K $1.75M
Activity Summary
Buys All Purchases 135 New Holdings 34 Increased Positions 101 Sells All Sells 131 Reductions 131 Sold out 0 Options Calls 0 Puts 0
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