Symphony Financial Services, Inc. Purchases in Q3 2025

Symphony Financial Services, Inc.

  • $186 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
USMC
Principal ETF U S Mega Cap

ETFs
2.76K
+ 1.3%
$62.08 - $68.69 $171K - $190K
215K $14.6B
Pimco ETF Tr
42.7K
+ 7.81%
N/A
590K $15.8B
PAVE
Global X Fds Us Infrastructure

ETFs
11.1K
+ 5.88%
$44.02 - $47.63 $491K - $531K
200K $9.55B
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
263
+ 0.34%
$82.22 - $96.68 $21.6K - $25.4K
76.9K $7.44B
IWY
Ishares Tr Russell 200 Growth

ETFs
2.19K
+ 10.7%
$243.93 - $275.62 $534K - $604K
22.7K $6.2B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
41K
+ 398.3%
$23.54 - $23.97 $966K - $983K
51.3K $1.23B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
13.9K
New
$62.09 - $66.51 $866K - $928K
13.9K $910M
PAA
Plains All American Pipeline LP

Energy
51.8K
New
$16.88 - $18.93 $874K - $980K
51.8K $883M
NVDA
Nvidia Corp

Technology
10
+ 0.03%
$153.3 - $186.58 $1.53K - $1.87K
30.8K $5.75B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
4.52K
+ 1.04%
$31.79 - $33.42 $144K - $151K
440K $14.7B
VGT
Vanguard Information Technolog

ETFs
259
+ 6.26%
$656.44 - $753.15 $170K - $195K
4.4K $3.28B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
4.8K
+ 23.0%
$92.18 - $95.14 $442K - $456K
25.7K $2.44B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
715
+ 130.0%
$567.77 - $614.76 $406K - $440K
1.27K $775M
ET
Energy Transfer LP

Energy
26.8K
New
$17.11 - $18.16 $458K - $486K
26.8K $459M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
50
+ 0.66%
$275.84 - $326.36 $13.8K - $16.3K
7.67K $2.5B
AVGO
Broadcom Inc.

Technology
807
+ 41.73%
$264.74 - $369.57 $214K - $298K
2.74K $904M
LLY
Eli Lilly & CO

Healthcare
488
+ 83.7%
$625.65 - $812.69 $305K - $397K
1.07K $817M
IYE
Ishares Tr

ETFs
6.73K
New
$44.83 - $48.91 $301K - $329K
6.73K $320M
INTC
Intel Corp

Technology
9.07K
New
$19.31 - $35.5 $175K - $322K
9.07K $304M
ITOT
Ishares Core S&P Total U.S. St

ETFs
32
+ 0.11%
$135.0 - $146.02 $4.32K - $4.67K
28.1K $4.09B
JMBS
Janus Detroit Str Tr Henderson

ETFs
4.06K
+ 2.46%
$44.34 - $45.94 $180K - $187K
169K $7.73B
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
1.87K
New
$138.08 - $151.2 $258K - $282K
1.87K $282M
MSFT
Microsoft Corp

Technology
250
+ 3.41%
$491.09 - $535.64 $123K - $134K
7.59K $3.93B
LOW
Lowes Companies Inc

Consumer Cyclical
1.03K
New
$215.01 - $273.02 $221K - $281K
1.03K $259M
COST
Costco Wholesale Corp

Consumer Defensive
316
+ 58.63%
$915.95 - $994.57 $289K - $314K
855 $791M
IWF
Ishares Russell 1000 Gr ETF

ETFs
97
+ 2.24%
$420.11 - $472.68 $40.8K - $45.8K
4.42K $2.07B
OHI
Omega Healthcare Investors Inc

Real Estate
5.23K
New
$36.29 - $43.34 $190K - $227K
5.23K $221M
Ge Vernova Inc
353
New
N/A
353 $217M
AMZN
Amazon Com Inc

Consumer Cyclical
970
+ 8.34%
$211.65 - $238.24 $205K - $231K
12.6K $2.77B
VUSB
Vanguard Bd Index Fds
4.2K
New
N/A
4.2K $210M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
791
+ 11.92%
$98.53 - $107.1 $77.9K - $84.7K
7.43K $779M
GLD
Spdr Gold Trust

ETFs
127
+ 14.11%
$300.96 - $355.47 $38.2K - $45.1K
1.03K $365M
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
1.07K
+ 9.48%
$53.48 - $56.56 $57.4K - $60.7K
12.4K $700M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
2.25K
+ 12.88%
$26.52 - $27.64 $59.7K - $62.2K
19.7K $545M
PFE
Pfizer Inc

Healthcare
2.08K
+ 10.21%
$23.29 - $25.88 $48.5K - $53.9K
22.5K $573M
HD
Home Depot, Inc.

Consumer Cyclical
3
+ 0.23%
$357.4 - $423.42 $1.07K - $1.27K
1.3K $528M
RSP
Invesco S&P 500 Equal Weight E

ETFs
211
+ 18.96%
$181.56 - $190.33 $38.3K - $40.2K
1.32K $251M
FIVG
ETF Ser Solutions Defiance Nex

ETFs
36
+ 0.75%
N/A
4.82K $297M
DELL
Dell Technologies Inc.

Technology
1
+ 0.04%
$120.96 - $141.77 $121 - $142
2.24K $318M
SHW
Sherwin Williams CO

Basic Materials
87
+ 4.49%
$330.88 - $375.23 $28.8K - $32.6K
2.03K $701M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
177
+ 1.61%
$70.77 - $73.59 $12.5K - $13K
11.2K $820M
MPC
Marathon Petroleum Corp

Energy
5
+ 0.4%
$158.59 - $198.69 $793 - $993
1.26K $242M
WMT
Walmart Inc.

Consumer Defensive
34
+ 0.6%
$94.4 - $104.27 $3.21K - $3.55K
5.67K $585M
BST
Black Rock Science & Technology Trust

Financial Services
192
+ 3.04%
$38.01 - $41.55 $7.3K - $7.98K
6.5K $269M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
300
+ 6.66%
$70.85 - $76.96 $21.3K - $23.1K
4.81K $365M
GAB
Gabelli Equity Trust Inc

Financial Services
1.97K
+ 6.56%
$5.81 - $6.32 $11.4K - $12.4K
31.9K $195M
KBE
Spdr S&P Bank ETF

ETFs
3
+ 0.06%
$55.26 - $61.99 $166 - $186
5.34K $317M
IYK
Ishares U.S. Consumer Staples

ETFs
405
+ 10.04%
$67.65 - $71.68 $27.4K - $29K
4.44K $304M
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.07%
$291.67 - $316.99 $292 - $317
1.38K $420M
Activity Summary
Buys All Purchases 62 New Holdings 11 Increased Positions 51 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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