Symphony Financial Services, Inc. Purchases in Q1 2025

Symphony Financial Services, Inc.

  • $153 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
219K
New
$49.22 - $51.73 $10.8M - $11.3M
219K $11B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
351K
+ 486.46%
$29.34 - $31.31 $10.3M - $11M
424K $12.6B
Pimco ETF Tr
334K
+ 154.58%
N/A
550K $14.5B
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
66.3K
New
$67.24 - $84.27 $4.46M - $5.59M
66.3K $4.52B
USMC
Principal ETF U S Mega Cap

ETFs
46.8K
+ 31.18%
$55.72 - $63.13 $2.61M - $2.95M
197K $11.2B
Bny Mellon ETF
15.6K
New
N/A
15.6K $482M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
5.56K
+ 21.6%
$110.9 - $132.93 $616K - $738K
31.3K $3.56B
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
5.3K
New
$40.24 - $40.65 $213K - $215K
5.3K $218M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
7.08K
New
$29.68 - $32.59 $210K - $231K
7.08K $211M
MRK
Merck & Co., Inc.

Healthcare
2.34K
New
$83.01 - $101.02 $194K - $237K
2.34K $210M
RTX
Raytheon Technologies Corp

Industrials
1.54K
New
$114.1 - $135.66 $176K - $209K
1.54K $204M
BSX
Boston Scientific Corp

Healthcare
2K
New
$89.38 - $106.18 $179K - $212K
2K $202M
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
14.2K
New
$13.34 - $13.81 $189K - $196K
14.2K $193M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
3.27K
+ 10.55%
$23.43 - $25.55 $76.7K - $83.6K
34.3K $876M
MO
Altria Group, Inc.

Consumer Defensive
546
+ 6.25%
$50.81 - $60.02 $27.7K - $32.8K
9.28K $557M
XOM
Exxon Mobil Corp

Energy
4
+ 0.05%
$105.44 - $118.93 $422 - $476
8.5K $1.01B
XLV
Select Sector Spdr Fund Health

ETFs
491
+ 26.85%
$137.61 - $149.68 $67.6K - $73.5K
2.32K $339M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
2.75K
+ 21.61%
$24.66 - $26.1 $67.8K - $71.8K
15.5K $386M
PFE
Pfizer Inc

Healthcare
2.89K
+ 21.28%
$25.01 - $27.13 $72.2K - $78.3K
16.4K $417M
IYK
Ishares U.S. Consumer Staples

ETFs
450
+ 12.56%
$63.29 - $71.8 $28.5K - $32.3K
4.03K $289M
DEF
Invesco Et Self Idxd Fd Tr Def

ETFs
445
+ 12.25%
N/A
4.08K $335M
IYH
Ishares Tr

ETFs
150
+ 1.62%
$58.32 - $62.76 $8.75K - $9.41K
9.41K $573M
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.07%
$279.74 - $321.29 $280 - $321
1.38K $431M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
65
+ 13.4%
$507.05 - $563.67 $33K - $36.6K
550 $283M
KBE
Spdr S&P Bank ETF

ETFs
539
+ 11.23%
$51.28 - $59.92 $27.6K - $32.3K
5.34K $283M
PHYL
Pgim ETF Tr

ETFs
436
+ 5.62%
$34.67 - $35.44 $15.1K - $15.5K
8.2K $286M
SHW
Sherwin Williams CO

Basic Materials
2
+ 0.12%
$330.16 - $365.55 $660 - $731
1.68K $585M
GAB
Gabelli Equity Trust Inc

Financial Services
1.62K
+ 5.77%
$5.36 - $5.67 $8.7K - $9.2K
29.7K $164M
NAK
Northern Dynasty Minerals LTD

Basic Materials
10K
New
$0.58 - $1.22 $5.8K - $12.2K
10K $11.5M
UGRO
Urban Gro, Inc.

Industrials
19K
New
$0.4 - $1.16 $7.6K - $22K
19K $7.68M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
117
+ 1.1%
$65.27 - $71.18 $7.64K - $8.33K
10.8K $715M
BST
Black Rock Science & Technology Trust

Financial Services
471
+ 8.0%
$32.99 - $38.94 $15.5K - $18.3K
6.36K $210M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1
+ 0.07%
$168.16 - $186.21 $168 - $186
1.42K $242M
HD
Home Depot, Inc.

Consumer Cyclical
53
+ 3.95%
$347.25 - $424.87 $18.4K - $22.5K
1.4K $511M
TSLA
Tesla, Inc.

Consumer Cyclical
318
+ 50.16%
$222.15 - $428.22 $70.6K - $136K
952 $247M
ETN
Eaton Corp PLC

Industrials
17
+ 2.14%
$271.83 - $371.23 $4.62K - $6.31K
811 $221M
IYW
Ishares Dj Us Tech ETF

ETFs
188
+ 3.95%
$140.44 - $166.79 $26.4K - $31.4K
4.95K $695M
IWF
Ishares Russell 1000 Gr ETF

ETFs
131
+ 3.5%
$360.07 - $417.26 $47.2K - $54.7K
3.88K $1.4B
IWY
Ishares Tr Russell 200 Growth

ETFs
1.15K
+ 6.06%
$210.19 - $243.33 $242K - $280K
20.2K $4.25B
VGT
Vanguard Information Technolog

ETFs
116
+ 2.91%
$542.38 - $646.34 $62.9K - $75K
4.1K $2.23B
PAVE
Global X Fds Us Infrastructure

ETFs
2.64K
+ 1.43%
$37.31 - $43.82 $98.5K - $116K
187K $7.05B
AAPL
Apple Inc.

Technology
397
+ 1.26%
$209.68 - $247.1 $83.2K - $98.1K
31.9K $7.07B
Activity Summary
Buys All Purchases 43 New Holdings 11 Increased Positions 32 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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