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

Symphony Financial, Ltd. Co.

  • $816 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BKNG
Booking Holdings Inc.

Consumer Cyclical
-40.5K
- 99.8%
$5364.25 - $5815.92 $217M - $236M
83 $448K
NFLX
Netflix Inc

Communication Services
-18.8K
- 84.51%
$1147.87 - $1297.18 $21.5M - $24.3M
3.44K $4.12M
VTI
Vanguard Total Stock Market Et

ETFs
-48.6K
- 60.74%
$303.93 - $329.86 $14.8M - $16M
31.4K $10.3M
COST
Costco Wholesale Corp

Consumer Defensive
-13.4K
- 68.58%
$915.95 - $994.57 $12.3M - $13.4M
6.15K $5.7M
LLY
Eli Lilly & CO

Healthcare
-10.8K
- 63.57%
$625.65 - $812.69 $6.77M - $8.8M
6.2K $4.73M
META
Meta Platforms, Inc.

Communication Services
-9.02K
- 45.06%
$695.21 - $791.73 $6.27M - $7.14M
11K $8.08M
NOW
Service Now, Inc.

Technology
-5.99K
- 83.29%
$850.86 - $1044.69 $5.09M - $6.25M
1.2K $1.11M
CRWD
Crowd Strike Holdings, Inc.

Technology
-10.8K
- 90.34%
$412.46 - $514.1 $4.47M - $5.57M
1.16K $568K
ISRG
Intuitive Surgical Inc

Healthcare
-8K
- 69.82%
$433.66 - $544.47 $3.47M - $4.36M
3.46K $1.55M
CAT
Caterpillar Inc

Industrials
-11.2K
- 86.08%
$390.92 - $477.15 $4.36M - $5.32M
1.8K $860K
PM
Philip Morris International Inc.

Consumer Defensive
-16.5K
- 43.78%
$157.77 - $183.27 $2.6M - $3.02M
21.2K $3.44M
SPOT
Spotify Technology S.A.

Communication Services
-4.42K
- 93.7%
$620.01 - $738.53 $2.74M - $3.27M
297 $207K
INTU
Intuit Inc

Technology
-3.52K
- 59.74%
$646.03 - $807.39 $2.28M - $2.85M
2.38K $1.62M
GS
Goldman Sachs Group Inc

Financial Services
-3.48K
- 84.29%
$696.56 - $806.32 $2.42M - $2.8M
648 $516K
SNPS
Synopsys Inc

Technology
-4.16K
- 70.86%
$387.78 - $645.35 $1.61M - $2.68M
1.71K $843K
URI
United Rentals, Inc.

Industrials
-2.95K
- 90.09%
$774.14 - $975.23 $2.28M - $2.87M
324 $309K
CRM
Salesforce, Inc.

Technology
-4.78K
- 21.68%
$231.66 - $273.65 $1.11M - $1.31M
17.3K $4.09M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-3.79K
- 25.11%
$459.11 - $506.91 $1.74M - $1.92M
11.3K $5.68M
KLAC
Kla Corp

Technology
-1.83K
- 88.14%
$843.9 - $1078.6 $1.54M - $1.97M
246 $265K
MRK
Merck & Co., Inc.

Healthcare
-21.3K
- 45.07%
$77.6 - $87.37 $1.65M - $1.86M
26K $2.18M
SPGI
S&P Global Inc.

Financial Services
-2.41K
- 73.23%
$484.94 - $564.15 $1.17M - $1.36M
880 $428K
ACN
Accenture PLC

Technology
-2.07K
- 17.57%
$232.56 - $304.78 $481K - $631K
9.71K $2.39M
IVV
Ishares Core S&P 500 ETF

ETFs
-3.03K
- 15.59%
$620.67 - $670.08 $1.88M - $2.03M
16.4K $11M
EXR
Extra Space Storage Inc.

Real Estate
-6.96K
- 73.48%
$134.36 - $152.88 $935K - $1.06M
2.51K $354K
ADBE
Adobe Inc.

Technology
-2.09K
- 25.0%
$333.65 - $392.1 $697K - $819K
6.26K $2.21M
IBM
International Business Machines Corp

Technology
-3K
- 30.44%
$234.77 - $292.47 $704K - $877K
6.85K $1.93M
PH
Parker Hannifin Corp

Industrials
-1.36K
- 55.03%
$697.13 - $769.67 $945K - $1.04M
1.11K $840K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-7.95K
- 13.82%
$182.33 - $194.5 $1.45M - $1.55M
49.6K $9.65M
NOC
Northrop Grumman Corp

Industrials
-1.83K
- 75.99%
$498.9 - $609.32 $911K - $1.11M
577 $351K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-2.25K
- 72.7%
$404.94 - $499.99 $910K - $1.12M
844 $409K
LMT
Lockheed Martin Corp

Industrials
-1.96K
- 39.77%
$410.74 - $499.21 $806K - $979K
2.97K $1.48M
CMI
Cummins Inc

Industrials
-4.28K
- 39.8%
$327.85 - $426.39 $1.4M - $1.83M
6.48K $2.74M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-1.68K
- 71.44%
$366.54 - $479.53 $616K - $806K
672 $263K
ELV
Elevance Health, Inc.

Healthcare
-1.87K
- 71.0%
$274.66 - $395.76 $513K - $739K
763 $246K
MSFT
Microsoft Corp

Technology
-3.66K
- 6.59%
$491.09 - $535.64 $1.8M - $1.96M
51.9K $26.9M
ETN
Eaton Corp PLC

Industrials
-2.01K
- 59.57%
$342.99 - $392.76 $690K - $790K
1.37K $510K
ROP
Roper Technologies Inc

Industrials
-972
- 40.47%
$495.03 - $573.0 $481K - $557K
1.43K $713K
SLF
Sun Life Financial Inc

Financial Services
-3.72K
- 5.95%
$56.54 - $66.41 $210K - $247K
58.8K $3.53M
UNH
Unitedhealth Group Inc

Healthcare
-3.41K
- 20.1%
$237.77 - $353.61 $812K - $1.21M
13.6K $4.69M
MCD
Mcdonalds Corp

Consumer Cyclical
-2.52K
- 18.64%
$291.67 - $316.99 $736K - $799K
11K $3.34M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.09K
- 63.01%
$567.77 - $614.76 $619K - $670K
640 $391K
HD
Home Depot, Inc.

Consumer Cyclical
-3.63K
- 15.67%
$357.4 - $423.42 $1.3M - $1.54M
19.6K $7.92M
ROK
Rockwell Automation, Inc

Industrials
-1.3K
- 44.32%
$328.67 - $358.52 $427K - $465K
1.63K $570K
HII
Huntington Ingalls Industries, Inc.

Industrials
-1.88K
- 58.63%
$246.31 - $287.91 $463K - $542K
1.33K $382K
CEG
Constellation Energy Corp

Utilities
-1.21K
- 37.25%
$298.82 - $354.89 $361K - $429K
2.04K $670K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-8.72K
- 22.89%
$43.1 - $44.6 $376K - $389K
29.4K $1.3M
AMT
American Tower Corp

Real Estate
-1.34K
- 39.34%
$192.32 - $232.35 $258K - $312K
2.07K $397K
AXP
American Express CO

Financial Services
-1.27K
- 16.25%
$294.27 - $342.31 $374K - $435K
6.55K $2.18M
HON
Honeywell International Inc

Industrials
-931
- 18.42%
$207.7 - $240.4 $193K - $224K
4.12K $867K
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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