Symphony Financial, Ltd. Co. New Holdings in Q4 2024

Symphony Financial, Ltd. Co.

  • $619 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
16.8K
New
$96.64 - $101.23 $1.62M - $1.7M
16.8K $1.62M
SPIB
Spdr Portfolio Intermediate Te

ETFs
33K
New
$32.65 - $33.68 $1.08M - $1.11M
33K $1.08M
PLTR
Palantir Technologies Inc.

Technology
11K
New
$36.46 - $82.38 $400K - $903K
11K $828K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
26K
New
$27.8 - $29.05 $723K - $755K
26K $724K
MCHP
Microchip Technology Inc

Technology
8.89K
New
$55.51 - $79.05 $494K - $703K
8.89K $510K
MBB
Ishares Tr

ETFs
5.08K
New
$91.26 - $95.82 $464K - $487K
5.08K $466K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
9.45K
New
$44.33 - $49.55 $419K - $468K
9.45K $424K
TGTX
Tg Therapeutics, Inc.

Healthcare
11K
New
$21.31 - $35.09 $234K - $386K
11K $331K
KLAC
Kla Corp

Technology
525
New
$614.46 - $829.55 $323K - $436K
525 $330K
BKHY
Bny Mellon ETF Tr High Yield B

ETFs
6.54K
New
$47.68 - $48.67 $312K - $318K
6.54K $311K
PRF
Invesco Exchange Traded Fd Tr

ETFs
7.28K
New
$40.15 - $42.9 $292K - $312K
7.28K $293K
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.26K
New
$77.25 - $91.3 $252K - $298K
3.26K $278K
FNDA
Schwab Fundamental U S Small C

ETFs
9.17K
New
$29.26 - $59.11 $268K - $542K
9.17K $272K
LPX
Louisiana Pacific Corp

Industrials
2.5K
New
$98.02 - $120.27 $245K - $301K
2.5K $258K
BA
Boeing CO

Industrials
1.34K
New
$138.14 - $180.72 $186K - $243K
1.34K $237K
TRGP
Targa Resources Corp.

Energy
1.3K
New
$150.58 - $207.69 $195K - $269K
1.3K $231K
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
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
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.01K
New
$172.07 - $207.36 $174K - $210K
1.01K $200K
EQT
Eqt Corp

Energy
4.1K
New
$35.62 - $46.89 $146K - $192K
4.1K $189K
C
Citigroup Inc

Financial Services
2.47K
New
$61.31 - $72.5 $151K - $179K
2.47K $173K
Blackrock Inc
333
New
N/A
333 $0
Lam Research Corp
3K
New
N/A
3K $0
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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