Symphony Financial, Ltd. Co. Sells in Q4 2024

Symphony Financial, Ltd. Co.

  • $619 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QCOM
Qualcomm Inc

Technology
-242
- 8.82%
$150.4 - $178.04 $36.4K - $43.1K
2.5K $384K
VLO
Valero Energy Corp

Energy
-249
- 5.97%
$118.59 - $144.02 $29.5K - $35.9K
3.92K $480K
SLF
Sun Life Financial Inc

Financial Services
-2.89K
- 4.25%
$55.43 - $62.69 $160K - $181K
65K $3.86M
UL
Unilever PLC

Consumer Defensive
-574
- 13.85%
$56.7 - $64.64 $32.5K - $37.1K
3.57K $202K
ETN
Eaton Corp PLC

Industrials
-201
- 13.59%
$326.96 - $377.52 $65.7K - $75.9K
1.28K $424K
ROP
Roper Technologies Inc

Industrials
-22
- 1.69%
$519.85 - $575.95 $11.4K - $12.7K
1.28K $663K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-359
- 5.59%
$58.88 - $64.8 $21.1K - $23.3K
6.07K $357K
SPGI
S&P Global Inc.

Financial Services
-78
- 11.06%
$480.36 - $529.17 $37.5K - $41.3K
627 $312K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-509
- 7.08%
$91.29 - $91.8 $46.5K - $46.7K
6.68K $611K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-443
- 11.09%
$88.59 - $94.57 $39.2K - $41.9K
3.55K $315K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
-557
- 4.2%
$21.0 - $23.52 $11.7K - $13.1K
12.7K $271K
BTI
British American Tobacco P.L.C.

Consumer Defensive
-1.07K
- 11.29%
$34.25 - $37.94 $36.6K - $40.6K
8.41K $305K
BX
Blackstone Inc.

Financial Services
-430
- 24.17%
$148.45 - $199.05 $63.8K - $85.6K
1.35K $232K
SKX
Skechers Usa Inc

Consumer Cyclical
-600
- 11.54%
$59.24 - $72.0 $35.5K - $43.2K
4.6K $309K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-408
- 6.15%
$124.26 - $134.12 $50.7K - $54.7K
6.23K $801K
ITA
Ishares Tr

ETFs
-144
- 5.69%
$144.31 - $157.31 $20.8K - $22.7K
2.39K $346K
AEP
American Electric Power CO Inc

Utilities
-34
- 1.23%
$90.91 - $102.21 $3.09K - $3.48K
2.73K $251K
NOC
Northrop Grumman Corp

Industrials
-1
- 0.25%
$466.52 - $543.88 $467 - $544
403 $189K
HDV
Ishares Core High Dividend ETF

ETFs
-105
- 5.34%
$110.82 - $121.28 $11.6K - $12.7K
1.86K $209K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
-1.54K
- 3.03%
$15.9 - $17.05 $24.5K - $26.3K
49.2K $818K
CRWD
Crowd Strike Holdings, Inc.

Technology
-284
- 21.47%
$275.15 - $388.2 $78.1K - $110K
1.04K $355K
TXN
Texas Instruments Inc

Technology
-54
- 0.67%
N/A
8.02K $1.56M
WMT
Walmart Inc.

Consumer Defensive
-4.29K
- 10.84%
$79.1 - $95.7 $340K - $411K
35.3K $3.19M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-65
- 2.55%
$100.16 - $100.7 $6.51K - $6.55K
2.49K $249K
TTE
Total Energies Se

Energy
-64
- 1.27%
N/A
4.99K $342K
CSCO
Cisco Systems, Inc.

Technology
-984
- 10.88%
$52.45 - $60.02 $51.6K - $59.1K
8.06K $477K
MSI
Motorola Solutions, Inc.

Technology
-3
- 0.67%
$449.08 - $504.6 $1.35K - $1.51K
448 $207K
TJX
Tjx Companies Inc

Consumer Cyclical
-58
- 1.6%
$112.15 - $127.2 $6.5K - $7.38K
3.56K $430K
EMR
Emerson Electric CO

Industrials
-226
- 8.27%
$108.13 - $134.33 $24.4K - $30.4K
2.51K $310K
INTU
Intuit Inc

Technology
-1
- 0.06%
$602.01 - $706.25 $602 - $706
1.64K $1.03M
GS
Goldman Sachs Group Inc

Financial Services
-34
- 6.58%
$486.1 - $608.57 $16.5K - $20.7K
483 $276K
R
Ryder System Inc

Industrials
-86
- 2.71%
$138.78 - $170.03 $11.9K - $14.6K
3.09K $485K
T
At&T Inc.

Communication Services
-2.22K
- 2.09%
$21.22 - $23.88 $47.1K - $53K
104K $2.37M
FSK
Fs Kkr Capital Corp

Financial Services
-1.03K
- 3.39%
$19.71 - $22.22 $20.2K - $22.8K
29.2K $634K
DLR
Digital Realty Trust, Inc.

Real Estate
-908
- 6.18%
$156.46 - $195.69 $142K - $178K
13.8K $2.44M
NOW
Service Now, Inc.

Technology
-17
- 1.78%
$867.18 - $1148.42 $14.7K - $19.5K
937 $993K
FTNT
Fortinet, Inc.

Technology
-122
- 1.12%
$76.49 - $99.21 $9.33K - $12.1K
10.8K $1.02M
AAPL
Apple Inc.

Technology
-3.9K
- 4.85%
$221.69 - $259.02 $865K - $1.01M
76.5K $19.2M
GOOG
Alphabet Inc.

Communication Services
-489
- 1.79%
$163.08 - $198.16 $79.7K - $96.9K
26.8K $5.1M
JPM
Jpmorgan Chase & CO

Financial Services
-154
- 0.73%
$205.18 - $250.29 $31.6K - $38.5K
20.9K $5.02M
AMZN
Amazon Com Inc

Consumer Cyclical
-3.79K
- 4.83%
$180.88 - $232.93 $686K - $883K
74.6K $16.4M
AVGO
Broadcom Inc.

Technology
-2.81K
- 5.66%
$159.67 - $250.0 $448K - $701K
46.7K $10.8M
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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