Symphony Financial, Ltd. Co. Reduced Holdings in Q1 2025

Symphony Financial, Ltd. Co.

  • $177 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-506K
- 98.53%
$67.03 - $74.61 $33.9M - $37.7M
7.55K $513K
NVDA
Nvidia Corp

Technology
-129K
- 52.61%
$106.98 - $149.43 $13.8M - $19.3M
117K $12.6M
SPYG
Spdr Portfolio

ETFs
-217K
- 65.33%
$80.05 - $92.39 $17.4M - $20M
115K $9.25M
MSFT
Microsoft Corp

Technology
-33.6K
- 76.05%
$375.39 - $447.2 $12.6M - $15M
10.6K $3.98M
PULS
Pgim ETF Tr

ETFs
-280K
- 96.75%
$49.56 - $49.78 $13.9M - $13.9M
9.38K $466K
AAPL
Apple Inc.

Technology
-47.5K
- 62.13%
$209.68 - $247.1 $9.97M - $11.7M
29K $6.44M
AMZN
Amazon Com Inc

Consumer Cyclical
-55.3K
- 74.07%
$190.26 - $242.06 $10.5M - $13.4M
19.3K $3.68M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-183K
- 74.52%
$57.21 - $65.8 $10.5M - $12.1M
62.6K $3.65M
AVDE
American Centy ETF Tr Avantis

ETFs
-185K
- 96.57%
$60.63 - $68.55 $11.2M - $12.7M
6.57K $435K
AVGO
Broadcom Inc.

Technology
-35K
- 75.02%
$167.43 - $244.7 $5.87M - $8.58M
11.7K $1.95M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-160K
- 94.22%
$50.39 - $50.66 $8.06M - $8.1M
9.82K $497K
SPY
Spdr S&P 500 ETF Trust

ETFs
-13.5K
- 95.75%
$551.42 - $612.93 $7.44M - $8.27M
598 $334K
GOOGL
Alphabet Inc.

Communication Services
-30K
- 65.54%
$154.33 - $206.19 $4.62M - $6.18M
15.8K $2.44M
IWM
Ishares Russell 2000 ETF

ETFs
-18.1K
- 24.71%
$198.1 - $229.79 $3.59M - $4.16M
55.2K $11M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-68.3K
- 81.4%
$71.17 - $73.66 $4.86M - $5.03M
15.6K $1.15M
GOOG
Alphabet Inc.

Communication Services
-25.4K
- 94.72%
$156.06 - $207.71 $3.96M - $5.27M
1.41K $220K
HD
Home Depot, Inc.

Consumer Cyclical
-10.8K
- 71.31%
$347.25 - $424.87 $3.75M - $4.59M
4.35K $1.59M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-9.54K
- 93.35%
$442.66 - $534.52 $4.22M - $5.1M
679 $361K
CRM
Salesforce, Inc.

Technology
-11.9K
- 75.61%
$268.36 - $359.95 $3.2M - $4.29M
3.85K $1.03M
MO
Altria Group, Inc.

Consumer Defensive
-79K
- 74.4%
$50.81 - $60.02 $4.01M - $4.74M
27.2K $1.63M
JNJ
Johnson & Johnson

Healthcare
-27.8K
- 78.67%
$142.06 - $167.7 $3.95M - $4.67M
7.55K $1.25M
CVX
Chevron Corp

Energy
-25.1K
- 81.93%
$146.71 - $167.97 $3.68M - $4.21M
5.52K $924K
COST
Costco Wholesale Corp

Consumer Defensive
-3.67K
- 63.43%
$890.62 - $1076.86 $3.27M - $3.96M
2.12K $2M
V
Visa Inc.

Financial Services
-10.1K
- 91.39%
$306.92 - $362.71 $3.1M - $3.67M
952 $333K
IVV
Ishares Core S&P 500 ETF

ETFs
-4.78K
- 38.88%
$554.06 - $615.85 $2.65M - $2.94M
7.51K $4.22M
JPM
Jpmorgan Chase & CO

Financial Services
-12.2K
- 58.35%
$225.19 - $279.95 $2.75M - $3.42M
8.72K $2.14M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-14.4K
- 29.22%
$168.16 - $186.21 $2.42M - $2.68M
34.9K $5.96M
MA
Mastercard Inc

Financial Services
-5.27K
- 64.19%
$504.67 - $576.31 $2.66M - $3.04M
2.94K $1.61M
PM
Philip Morris International Inc.

Consumer Defensive
-24.9K
- 72.0%
$117.15 - $158.79 $2.92M - $3.96M
9.7K $1.54M
META
Meta Platforms, Inc.

Communication Services
-4.24K
- 52.23%
$576.36 - $736.67 $2.44M - $3.12M
3.88K $2.24M
TSLA
Tesla, Inc.

Consumer Cyclical
-3.64K
- 34.77%
$222.15 - $428.22 $808K - $1.56M
6.83K $1.77M
ORCL
Oracle Corp

Technology
-12.1K
- 46.59%
$139.81 - $186.47 $1.7M - $2.26M
13.9K $1.94M
NFLX
Netflix Inc

Communication Services
-2.27K
- 69.7%
$828.4 - $1058.6 $1.88M - $2.41M
988 $921K
ABBV
Abb Vie Inc.

Healthcare
-10.4K
- 76.34%
$169.2 - $216.66 $1.75M - $2.25M
3.21K $673K
LLY
Eli Lilly & CO

Healthcare
-2.37K
- 49.38%
$725.72 - $929.72 $1.72M - $2.2M
2.42K $2M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-17.1K
- 15.21%
$90.0 - $96.32 $1.54M - $1.65M
95.4K $8.81M
MCD
Mcdonalds Corp

Consumer Cyclical
-5.59K
- 62.05%
$279.74 - $321.29 $1.56M - $1.8M
3.42K $1.07M
IRM
Iron Mountain Inc

Real Estate
-13.5K
- 76.04%
$82.79 - $111.31 $1.12M - $1.51M
4.26K $366K
UNH
Unitedhealth Group Inc

Healthcare
-2.86K
- 61.06%
$461.52 - $548.18 $1.32M - $1.57M
1.82K $955K
TROW
Price T Rowe Group Inc

Financial Services
-10.3K
- 60.13%
$91.57 - $116.93 $944K - $1.2M
6.83K $627K
IP
International Paper CO

Consumer Cyclical
-23.1K
- 74.79%
$49.38 - $60.09 $1.14M - $1.39M
7.8K $415K
CMI
Cummins Inc

Industrials
-3.37K
- 61.84%
$312.92 - $386.07 $1.06M - $1.3M
2.08K $652K
MUB
Ishares National Muni Bond ETF

ETFs
-8.5K
- 23.62%
$104.71 - $107.69 $890K - $915K
27.5K $2.9M
OKE
Oneok Inc

Energy
-9.25K
- 63.44%
$89.57 - $109.85 $828K - $1.02M
5.33K $528K
PEG
Public Service Enterprise Group Inc

Utilities
-10.9K
- 65.91%
$78.2 - $90.39 $850K - $982K
5.62K $462K
ACN
Accenture PLC

Technology
-1.93K
- 29.41%
$300.91 - $398.25 $581K - $769K
4.64K $1.45M
T
At&T Inc.

Communication Services
-48.9K
- 46.96%
$21.56 - $28.28 $1.06M - $1.38M
55.3K $1.56M
NDSN
Nordson Corp

Industrials
-2.99K
- 53.39%
$200.12 - $224.07 $598K - $670K
2.61K $526K
TFC
Truist Financial Corp

Financial Services
-13.7K
- 45.66%
$39.48 - $48.15 $542K - $661K
16.3K $672K
Activity Summary
Buys All Purchases 24 New Holdings 8 Increased Positions 16 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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