Symphony Financial Services, Inc. Portfolio Holdings

Symphony Financial Services, Inc.

  • $167 Billion
  • Q2 2025

Symphony Financial Services, Inc. has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $167 Billion distributed in 92 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Pimco ETF Tr with a value of $14.5B, First Tr Ex Td Viii Ft Cboe Ve with a value of $13.8B, Principal ETF U S Mega Cap with a value of $13.2B, Janus Detroit Str Tr Janus Hen with a value of $11.9B, and Ft Cboe Vest S&P 500 Dividend with a value of $10.8B.

Examining the 13F form we can see an increase of $14.3B in the current position value, from $153B to 167B.

Symphony Financial Services, Inc. is based out at Akron, OH

Below you can find more details about Symphony Financial Services, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $167 Billion
ETFs: $112 Billion
Technology: $15.7 Billion
Financial Services: $9.09 Billion
Consumer Cyclical: $4.09 Billion
Communication Services: $2.59 Billion
Healthcare: $2.45 Billion
Consumer Defensive: $2.18 Billion
Industrials: $2.04 Billion
Other: $2.05 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$6.11 Billion 3.65% of portfolio
29,794
Q2 2025 Reduced 6.46%
$456B
$4.88 Billion 2.91% of portfolio
30,783
Q2 2025 Reduced 2.04%
$551B
$3.97 Billion 2.37% of portfolio
11,168
Q2 2025 Added 5.63%
$3.95T
$3.66 Billion 2.19% of portfolio
7,342
Q2 2025 Reduced 1.02%
$2.26T
$2.55 Billion 1.52% of portfolio
11,635
Q2 2025 Reduced 0.39%
$859B
$1.87 Billion 1.12% of portfolio
6,440
Q2 2025 Added 0.48%
$545B
$1.12 Billion 0.67% of portfolio
834
Q2 2025 Reduced 0.36%
$113B
$964 Million 0.58% of portfolio
2,082
Q1 2025 Reduced 0.67%
$1.78T
$960 Million 0.57% of portfolio
1,296
Q2 2025 Reduced 0.92%
$0
$951 Million 0.57% of portfolio
35,289
Q2 2025 Added 2.93%
$442B
$893 Million 0.53% of portfolio
8,283
Q2 2025 Reduced 2.56%
$142B
$766 Million 0.46% of portfolio
2,871
Q2 2025 Added 6.1%
$92.8B
$666 Million 0.4% of portfolio
1,939
Q2 2025 Added 15.69%
$47.6B
$565 Million 0.34% of portfolio
7,225
Q2 2025 Reduced 1.37%
$146B
$560 Million 0.33% of portfolio
2,404
Q2 2025 Reduced 1.03%
$281B
$552 Million 0.33% of portfolio
5,640
Q2 2025 Added 0.05%
$127B
$533 Million 0.32% of portfolio
1,934
Q2 2025 New
$439B
$535 Million 0.32% of portfolio
539
Q1 2025 Reduced 2.53%
$548B
$541 Million 0.32% of portfolio
963
Q2 2025 Reduced 0.72%
$118B
$543 Million 0.32% of portfolio
9,259
Q2 2025 Reduced 0.22%
$138B
$495 Million 0.3% of portfolio
20,411
Q2 2025 Added 24.09%
$405B
$469 Million 0.28% of portfolio
1,299
Q2 2025 Reduced 6.95%
$608B
$455 Million 0.27% of portfolio
583
Q2 2025 Reduced 7.17%
$222B
$403 Million 0.24% of portfolio
1,380
Q2 2025 Added 0.15%
$108B
$365 Million 0.22% of portfolio
3,981
Q2 2025 Reduced 2.97%
$112B
$370 Million 0.22% of portfolio
5,371
Q2 2025 Reduced 22.42%
$1.08T
$301 Million 0.18% of portfolio
902
Q2 2025 Reduced 5.25%
$145B
$280 Million 0.17% of portfolio
783
Q2 2025 Reduced 3.45%
$173B
$268 Million 0.16% of portfolio
4,370
Q2 2025 Added 0.28%
$452B
$272 Million 0.16% of portfolio
1,779
Q2 2025 Reduced 1.17%
$36.7B
$275 Million 0.16% of portfolio
2,239
Q2 2025 New
$203B
$253 Million 0.15% of portfolio
8,716
Q2 2025 Reduced 0.8%
$1.21T
$256 Million 0.15% of portfolio
1,450
Q4 2024 Reduced 16.67%
$0
$241 Million 0.14% of portfolio
6,311
Q2 2025 Reduced 0.71%
$147B
$215 Million 0.13% of portfolio
2,000
Q1 2025 New
$210B
$218 Million 0.13% of portfolio
738
Q2 2025 New
$229B
$225 Million 0.13% of portfolio
1,540
Q1 2025 New
$259B
$203 Million 0.12% of portfolio
3,346
Q2 2025 New
$28.2B
$203 Million 0.12% of portfolio
104
Q2 2025 New
$79.3B
$208 Million 0.12% of portfolio
1,252
Q2 2025 New
$0
$182 Million 0.11% of portfolio
14,351
Q2 2025 Added 1.3%
$0
$174 Million 0.1% of portfolio
29,978
Q2 2025 Added 0.79%
$366M
$71.3 Million 0.04% of portfolio
31,000
Q2 2025 Added 34.78%
$466M
$18.8 Million 0.01% of portfolio
14,000
Q2 2025 Added 40.0%
$581M
$8.45 Million 0.01% of portfolio
20,380
Q2 2024 New
$4.57M
$5.72 Million 0.0% of portfolio
19,000
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 92
  • Current Value $167 Billion
  • Prior Value $153 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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