Symphony Financial, Ltd. Co. New Holdings in Q3 2025

Symphony Financial, Ltd. Co.

  • $816 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
7.94K
New
$546.99 - $602.2 $4.34M - $4.78M
7.94K $4.76M
LYB
Lyondell Basell Industries N.V.

Basic Materials
48.9K
New
$48.34 - $67.22 $2.37M - $3.29M
48.9K $2.4M
RTX
Raytheon Technologies Corp

Industrials
14.3K
New
$144.19 - $167.33 $2.06M - $2.39M
14.3K $2.39M
CAH
Cardinal Health Inc

Healthcare
8.58K
New
$146.04 - $167.63 $1.25M - $1.44M
8.58K $1.35M
FTNT
Fortinet, Inc.

Technology
11.7K
New
$74.39 - $107.65 $869K - $1.26M
11.7K $982K
OWL
Blue Owl Capital Inc.

Financial Services
46.6K
New
$16.93 - $20.8 $789K - $969K
46.6K $788K
BKMC
Bny Mellon ETF Tr Us Mid Cap C

ETFs
7.04K
New
$102.72 - $110.12 $723K - $775K
7.04K $759K
SCHG
Schwab Strategic Tr Us Large C

ETFs
20.9K
New
$28.92 - $32.19 $604K - $673K
20.9K $666K
BKSE
Bny Mellon ETF Tr Us Small Cap

ETFs
5.33K
New
$99.32 - $111.47 $529K - $594K
5.33K $585K
USFR
Wisdomtree Floating Rate Treas

ETFs
11K
New
$50.23 - $50.48 $551K - $553K
11K $551K
WDC
Western Digital Corp

Technology
3.57K
New
$63.84 - $120.06 $228K - $429K
3.57K $428K
MRVL
Marvell Technology, Inc.

Technology
4.29K
New
$62.31 - $84.07 $267K - $361K
4.29K $360K
TTE
Total Energies Se

Energy
4.85K
New
N/A
4.85K $332K
INTC
Intel Corp

Technology
9.68K
New
$19.31 - $35.5 $187K - $343K
9.68K $324K
IWB
Ishares Tr Russell 1000 ETF

ETFs
843
New
$339.37 - $366.46 $286K - $309K
843 $308K
FIX
Comfort Systems Usa Inc

Industrials
357
New
$521.66 - $825.18 $186K - $295K
357 $294K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
5.25K
New
$49.0 - $51.91 $257K - $273K
5.25K $272K
TRGP
Targa Resources Corp.

Energy
1.57K
New
$160.52 - $174.4 $252K - $274K
1.57K $263K
MU
Micron Technology Inc

Technology
1.49K
New
$104.88 - $168.89 $156K - $252K
1.49K $249K
SYY
Sysco Corp

Consumer Defensive
3K
New
$76.33 - $82.51 $229K - $248K
3K $247K
EVR
Evercore Inc.

Financial Services
715
New
$276.5 - $362.79 $198K - $259K
715 $241K
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
5.51K
New
$42.16 - $43.5 $232K - $240K
5.51K $239K
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.1K
New
$171.01 - $228.24 $188K - $251K
1.1K $235K
MPC
Marathon Petroleum Corp

Energy
1.08K
New
$158.59 - $198.69 $172K - $215K
1.08K $208K
DG
Dollar General Corp

Consumer Defensive
2K
New
$101.86 - $116.32 $203K - $232K
2K $206K
FNDF
Schwab Fundamental Intl Large

ETFs
4.81K
New
$39.84 - $43.15 $192K - $208K
4.81K $206K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.71K
New
$110.74 - $122.12 $189K - $208K
1.71K $206K
MSI
Motorola Solutions, Inc.

Technology
446
New
$408.73 - $490.3 $182K - $219K
446 $203K
AJG
Arthur J. Gallagher & Co.

Financial Services
655
New
$284.17 - $319.49 $186K - $209K
655 $202K
PCG
Pg&E Corp

Utilities
12K
New
$13.0 - $15.73 $157K - $189K
12K $181K
ADT
Adt Inc.

Industrials
11K
New
$8.27 - $8.85 $90.8K - $97.2K
11K $95K
Celestica Inc
1.25K
New
N/A
1.25K $0
Pimco ETF Tr
14.8K
New
N/A
14.8K $0
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
Track This Portfolio

Track Symphony Financial, Ltd. Co. Portfolio

Follow Symphony Financial, Ltd. Co. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Symphony Financial, Ltd. Co., based on Form 13F filings with the SEC.

News

Stay updated on Symphony Financial, Ltd. Co. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email