Symphony Financial, Ltd. Co. Incresed Positions in Q3 2024

Symphony Financial, Ltd. Co.

  • $608 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FTNT
Fortinet, Inc.

Technology
3.13K
+ 40.15%
$55.39 - $77.55 $173K - $243K
10.9K $847K
BAX
Baxter International Inc

Healthcare
8.28K
+ 93.88%
$32.85 - $40.26 $272K - $333K
17.1K $649K
NDSN
Nordson Corp

Industrials
785
+ 19.21%
$225.0 - $262.63 $177K - $206K
4.87K $1.28M
SO
Southern CO

Utilities
741
+ 3.83%
$77.0 - $90.52 $57.1K - $67.1K
20.1K $1.81M
IP
International Paper CO

Consumer Cyclical
3.1K
+ 11.85%
$42.55 - $49.98 $132K - $155K
29.2K $1.43M
RTX
Raytheon Technologies Corp

Industrials
45
+ 0.32%
$99.55 - $123.34 $4.48K - $5.55K
14.1K $1.71M
MS
Morgan Stanley

Financial Services
2.54K
+ 68.47%
$92.07 - $106.96 $234K - $272K
6.25K $651K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.81K
+ 2.87%
$50.25 - $50.74 $242K - $244K
173K $8.76M
LLY
Eli Lilly & CO

Healthcare
432
+ 8.93%
$772.14 - $960.02 $334K - $415K
5.27K $4.67M
ITW
Illinois Tool Works Inc

Industrials
559
+ 10.33%
$233.14 - $263.97 $130K - $148K
5.97K $1.56M
ADP
Automatic Data Processing Inc

Industrials
835
+ 64.48%
$233.44 - $279.45 $195K - $233K
2.13K $589K
TFC
Truist Financial Corp

Financial Services
3.47K
+ 14.01%
$38.22 - $44.94 $133K - $156K
28.2K $1.21M
LEN
Lennar Corp

Consumer Cyclical
424
+ 9.78%
$142.5 - $192.45 $60.4K - $81.6K
4.76K $892K
XOM
Exxon Mobil Corp

Energy
624
+ 0.79%
$109.72 - $119.0 $68.5K - $74.3K
79.6K $9.33M
MPWR
Monolithic Power Systems Inc

Technology
198
+ 43.42%
$757.04 - $947.16 $150K - $188K
654 $604K
PFE
Pfizer Inc

Healthcare
6.59K
+ 19.08%
$27.7 - $31.39 $182K - $207K
41.1K $1.19M
FAST
Fastenal CO

Industrials
1.53K
+ 12.8%
$62.09 - $71.83 $94.9K - $110K
13.5K $961K
V
Visa Inc.

Financial Services
264
+ 2.46%
$253.74 - $291.56 $67K - $77K
11K $3.02M
PEP
Pepsico Inc

Consumer Defensive
802
+ 6.7%
$161.9 - $179.3 $130K - $144K
12.8K $2.17M
WY
Weyerhaeuser CO

Real Estate
3.36K
+ 21.91%
$27.05 - $33.84 $90.8K - $114K
18.7K $631K
GD
General Dynamics Corp

Industrials
396
+ 7.19%
$279.51 - $308.09 $111K - $122K
5.91K $1.78M
PH
Parker Hannifin Corp

Industrials
10
+ 0.71%
$501.01 - $635.92 $5.01K - $6.36K
1.43K $900K
APD
Air Products & Chemicals, Inc.

Basic Materials
230
+ 7.98%
$247.34 - $300.11 $56.9K - $69K
3.11K $926K
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
FALN
Ishares Tr Fallen Angels Usd B

ETFs
2.67K
+ 11.8%
$26.01 - $27.41 $69.3K - $73K
25.3K $690K
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
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
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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