Symphony Financial, Ltd. Co. Sells in Q2 2025

Symphony Financial, Ltd. Co.

  • $1.14 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-7.83M
- 99.9%
$496.48 - $617.85 $3.89B - $4.84B
7.85K $4.85M
VTI
Vanguard Total Stock Market Et

ETFs
-7.3M
- 98.92%
$243.75 - $303.93 $1.78B - $2.22B
80K $24.3M
MSFT
Microsoft Corp

Technology
-949K
- 94.47%
$354.56 - $497.45 $336M - $472M
55.5K $27.6M
IVV
Ishares Core S&P 500 ETF

ETFs
-637K
- 97.04%
$498.8 - $620.9 $318M - $395M
19.4K $12.1M
NVDA
Nvidia Corp

Technology
-2.32M
- 91.16%
$94.31 - $157.99 $218M - $366M
225K $35.5M
IWM
Ishares Russell 2000 ETF

ETFs
-1.49M
- 93.26%
$174.82 - $215.79 $260M - $321M
108K $23.2M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.66M
- 96.65%
$152.42 - $182.82 $253M - $303M
57.6K $10.5M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-52.1K
- 56.2%
$4164.15 - $5789.24 $217M - $302M
40.6K $235M
COST
Costco Wholesale Corp

Consumer Defensive
-301K
- 93.9%
$908.13 - $1056.85 $274M - $319M
19.6K $19.4M
SPYG
Spdr Portfolio

ETFs
-2.93M
- 90.65%
$71.83 - $95.32 $211M - $280M
303K $28.8M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-2.34M
- 95.89%
$81.46 - $94.63 $190M - $221M
100K $9.49M
NFLX
Netflix Inc

Communication Services
-149K
- 87.01%
$855.86 - $1339.13 $127M - $199M
22.2K $29.7M
AAPL
Apple Inc.

Technology
-878K
- 90.33%
$172.42 - $223.89 $151M - $197M
94K $19.3M
IEFA
Ishares Tr

ETFs
-2.16M
- 92.06%
$67.83 - $84.09 $146M - $181M
186K $15.5M
LLY
Eli Lilly & CO

Healthcare
-208K
- 92.43%
$713.71 - $898.95 $148M - $187M
17K $13.3M
SPOT
Spotify Technology S.A.

Communication Services
-192K
- 97.6%
$503.3 - $775.9 $96.6M - $149M
4.72K $3.62M
AVGO
Broadcom Inc.

Technology
-465K
- 90.35%
$146.29 - $275.65 $68M - $128M
49.6K $13.7M
AMZN
Amazon Com Inc

Consumer Cyclical
-554K
- 86.15%
$167.32 - $223.3 $92.6M - $124M
89K $19.5M
AVUV
American Centy ETF Tr Avantis

ETFs
-1.24M
- 86.63%
$75.17 - $91.21 $93.1M - $113M
191K $17.4M
AZO
Autozone Inc

Consumer Cyclical
-29.7K
- 72.72%
$3478.38 - $3880.15 $103M - $115M
11.1K $41.4M
TSLA
Tesla, Inc.

Consumer Cyclical
-293K
- 92.19%
$221.86 - $362.89 $65.1M - $106M
24.9K $7.9M
MA
Mastercard Inc

Financial Services
-156K
- 90.48%
$479.92 - $590.74 $74.6M - $91.9M
16.4K $9.19M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-172K
- 91.95%
$483.48 - $539.8 $83.4M - $93.1M
15.1K $7.33M
JPM
Jpmorgan Chase & CO

Financial Services
-287K
- 91.45%
$210.28 - $289.91 $60.4M - $83.3M
26.8K $7.78M
CRWD
Crowd Strike Holdings, Inc.

Technology
-132K
- 91.69%
$321.63 - $509.31 $42.6M - $67.4M
12K $6.11M
HD
Home Depot, Inc.

Consumer Cyclical
-183K
- 88.74%
$335.24 - $380.78 $61.3M - $69.6M
23.2K $8.5M
SPGI
S&P Global Inc.

Financial Services
-123K
- 97.39%
$438.31 - $527.29 $53.9M - $64.8M
3.29K $1.73M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-110K
- 98.45%
$456.74 - $568.03 $50.1M - $62.3M
1.73K $982K
CAT
Caterpillar Inc

Industrials
-158K
- 92.43%
$273.94 - $388.21 $43.4M - $61.5M
13K $5.03M
GOOGL
Alphabet Inc.

Communication Services
-346K
- 86.33%
$144.7 - $178.6 $50.1M - $61.8M
54.8K $9.66M
SNOW
Snowflake Inc.

Technology
-271K
- 99.4%
$130.53 - $223.77 $35.3M - $60.6M
1.62K $362K
CMI
Cummins Inc

Industrials
-180K
- 94.35%
$267.12 - $336.65 $48M - $60.5M
10.8K $3.53M
PM
Philip Morris International Inc.

Consumer Defensive
-319K
- 89.42%
$149.23 - $184.95 $47.5M - $58.9M
37.7K $6.87M
V
Visa Inc.

Financial Services
-163K
- 92.79%
$308.27 - $373.31 $50.3M - $61M
12.7K $4.51M
UNH
Unitedhealth Group Inc

Healthcare
-183K
- 91.49%
$274.35 - $599.47 $50.1M - $109M
17K $5.3M
ADBE
Adobe Inc.

Technology
-143K
- 94.49%
$340.0 - $420.68 $48.7M - $60.2M
8.35K $3.23M
IEMG
Ishares Inc

ETFs
-1.03M
- 93.12%
N/A
76.2K $4.09M
ISRG
Intuitive Surgical Inc

Healthcare
-94K
- 89.13%
$451.58 - $565.94 $42.5M - $53.2M
11.5K $6.23M
IGF
Ishares Global Infrastructure

ETFs
-843K
- 87.9%
$50.55 - $59.83 $42.6M - $50.5M
116K $6.87M
VONV
Vanguard Russell 1000 Value Et

ETFs
-572K
- 90.13%
$73.19 - $85.21 $41.9M - $48.8M
62.7K $5.34M
DASH
Door Dash, Inc.

Communication Services
-193K
- 99.22%
$163.16 - $246.51 $31.4M - $47.5M
1.51K $373K
GS
Goldman Sachs Group Inc

Financial Services
-65.1K
- 94.04%
$462.22 - $707.75 $30.1M - $46.1M
4.12K $2.92M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-246K
- 99.4%
$149.76 - $186.42 $36.8M - $45.8M
1.47K $274K
GE
General Electric CO

Industrials
-171K
- 97.61%
$166.81 - $257.39 $28.5M - $44M
4.18K $1.08M
GOOG
Alphabet Inc.

Communication Services
-242K
- 88.61%
$146.58 - $180.01 $35.5M - $43.6M
31.1K $5.52M
CME
Cme Group Inc.

Financial Services
-155K
- 98.78%
$252.37 - $290.71 $39.2M - $45.2M
1.93K $530K
JNJ
Johnson & Johnson

Healthcare
-278K
- 85.55%
$146.36 - $159.82 $40.6M - $44.4M
46.9K $7.16M
CB
Chubb LTD

Financial Services
-143K
- 98.63%
$274.32 - $302.46 $39.3M - $43.3M
1.99K $575K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-485K
- 82.83%
$67.03 - $80.35 $32.5M - $38.9M
100K $8.01M
Activity Summary
Buys All Purchases 1 New Holdings 0 Increased Positions 1 Sells All Sells 197 Reductions 197 Sold out 0 Options Calls 0 Puts 0
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