Symphony Financial Services, Inc. Reduced Holdings in Q1 2025

Symphony Financial Services, Inc.

  • $153 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JMBS
Janus Detroit Str Tr Henderson

ETFs
-73.1K
- 30.21%
$43.53 - $45.42 $3.18M - $3.32M
169K $7.63B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-34.8K
- 11.93%
$50.48 - $51.04 $1.76M - $1.78M
257K $13B
NVDA
Nvidia Corp

Technology
-295
- 0.93%
$106.98 - $149.43 $31.6K - $44.1K
31.4K $3.41B
MSFT
Microsoft Corp

Technology
-195
- 2.56%
$375.39 - $447.2 $73.2K - $87.2K
7.42K $2.78B
AMZN
Amazon Com Inc

Consumer Cyclical
-342
- 2.84%
$190.26 - $242.06 $65.1K - $82.8K
11.7K $2.22B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-171
- 2.23%
$211.47 - $267.17 $36.2K - $45.7K
7.49K $1.58B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-98
- 1.99%
$468.34 - $539.52 $45.9K - $52.9K
4.83K $2.26B
ITOT
Ishares Core S&P Total U.S. St

ETFs
-273
- 1.01%
$120.29 - $134.6 $32.8K - $36.7K
26.8K $3.27B
NVO
Novo Nordisk A S

Healthcare
-476
- 6.43%
$69.3 - $90.95 $33K - $43.3K
6.92K $481M
MA
Mastercard Inc

Financial Services
-255
- 20.82%
$504.67 - $576.31 $129K - $147K
970 $532M
LMT
Lockheed Martin Corp

Industrials
-14
- 0.67%
$423.19 - $506.29 $5.92K - $7.09K
2.08K $930M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-637
- 2.25%
$78.0 - $84.37 $49.7K - $53.7K
27.6K $2.21B
LLY
Eli Lilly & CO

Healthcare
-147
- 18.97%
$725.72 - $929.72 $107K - $137K
628 $519M
HON
Honeywell International Inc

Industrials
-163
- 6.29%
$202.75 - $226.52 $33K - $36.9K
2.43K $514M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-172
- 2.57%
$89.18 - $104.04 $15.3K - $17.9K
6.52K $596M
META
Meta Platforms, Inc.

Communication Services
-85
- 6.1%
$576.36 - $736.67 $49K - $62.6K
1.31K $754M
EW
Edwards Lifesciences Corp

Healthcare
-600
- 7.57%
$67.95 - $76.19 $40.8K - $45.7K
7.33K $531M
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
-654
- 5.69%
$51.94 - $55.24 $34K - $36.1K
10.8K $577M
LOW
Lowes Companies Inc

Consumer Cyclical
-69
- 6.3%
$222.66 - $268.42 $15.4K - $18.5K
1.03K $239M
PGF
Invesco Exchange Traded Fd Tr

ETFs
-1.03K
- 6.64%
$14.28 - $14.97 $14.6K - $15.3K
14.4K $206M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-700
- 6.36%
$23.32 - $23.84 $16.3K - $16.7K
10.3K $241M
JHMM
John Hancock Multifactor Mid C

ETFs
-48
- 0.86%
$55.69 - $63.12 $2.67K - $3.03K
5.53K $317M
WMT
Walmart Inc.

Consumer Defensive
-19
- 0.34%
$84.5 - $105.05 $1.61K - $2K
5.64K $495M
XLI
Industrial Sector Spdr

ETFs
-49
- 2.3%
$128.78 - $141.67 $6.31K - $6.94K
2.09K $273M
SBUX
Starbucks Corp

Consumer Cyclical
-351
- 7.88%
$91.75 - $115.81 $32.2K - $40.6K
4.1K $402M
UNH
Unitedhealth Group Inc

Healthcare
-30
- 3.89%
$461.52 - $548.18 $13.8K - $16.4K
741 $388M
COST
Costco Wholesale Corp

Consumer Defensive
-14
- 2.53%
$890.62 - $1076.86 $12.5K - $15.1K
539 $510M
JNJ
Johnson & Johnson

Healthcare
-232
- 11.42%
$142.06 - $167.7 $33K - $38.9K
1.8K $299M
PG
Procter & Gamble CO

Consumer Defensive
-11
- 0.47%
$158.56 - $176.26 $1.74K - $1.94K
2.35K $401M
ITA
Ishares Tr

ETFs
-24
- 0.91%
$144.84 - $159.5 $3.48K - $3.83K
2.62K $402M
JPM
Jpmorgan Chase & CO

Financial Services
-79
- 1.22%
$225.19 - $279.95 $17.8K - $22.1K
6.41K $1.57B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-828
- 4.09%
$87.68 - $94.52 $72.6K - $78.3K
19.4K $1.82B
TTE
Total Energies Se

Energy
-165
- 3.65%
N/A
4.36K $282M
GLD
Spdr Gold Trust

ETFs
-9
- 0.98%
$243.19 - $288.14 $2.19K - $2.59K
910 $262M
T
At&T Inc.

Communication Services
-82
- 0.92%
$21.56 - $28.28 $1.77K - $2.32K
8.79K $248M
PGR
Progressive Corp

Financial Services
-47
- 1.71%
$235.61 - $291.22 $11.1K - $13.7K
2.71K $766M
V
Visa Inc.

Financial Services
-269
- 2.48%
$306.92 - $362.71 $82.6K - $97.6K
10.6K $3.71B
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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