Symphony Financial Services, Inc. Portfolio Holdings

Symphony Financial Services, Inc.

$153 Billion
Q1 2025

Symphony Financial Services, Inc. has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $153 Billion distributed in 86 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, Janus Detroit Str Tr Janus Hen with a value of $13B, First Tr Ex Td Viii Ft Cboe Ve with a value of $12.6B, Principal ETF U S Mega Cap with a value of $11.2B, and Ft Cboe Vest S&P 500 Dividend with a value of $11B.

Examining the 13F form we can see an increase of $28.6B in the current position value, from $124B to 153B.

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 $153 Billion

ETFs: $102 Billion

Technology: $13.3 Billion

Financial Services: $8.02 Billion

Consumer Cyclical: $4.05 Billion

Healthcare: $3.16 Billion

Communication Services: $2.01 Billion

Consumer Defensive: $1.96 Billion

Industrials: $1.88 Billion

Other: $1.89 Billion

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
JAAA Janus Detroit Str Tr Janus Hen ETFs	$0	$13 Billion 8.51% of portfolio	256,816	Q1 2025 Reduced 11.93%
BUFR First Tr Ex Td Viii Ft Cboe Ve ETFs	$0	$12.6 Billion 8.22% of portfolio	423,720	Q1 2025 Added 486.46%
USMC Principal ETF U S Mega Cap ETFs	$0	$11.2 Billion 7.3% of portfolio	196,930	Q1 2025 Added 31.18%
KNG Ft Cboe Vest S&P 500 Dividend ETFs	$0	$11 Billion 7.21% of portfolio	218,516	Q1 2025 New
JMBS Janus Detroit Str Tr Henderson ETFs	$0	$7.63 Billion 4.98% of portfolio	168,786	Q1 2025 Reduced 30.21%
PAVE Global X Fds Us Infrastructure ETFs	$0	$7.05 Billion 4.6% of portfolio	186,767	Q1 2025 Added 1.43%
AIRR First Tr Vi Rba Amern Indl Ren ETFs	$0	$4.52 Billion 2.95% of portfolio	66,307	Q1 2025 New
IWY Ishares Tr Russell 200 Growth ETFs	$0	$4.25 Billion 2.78% of portfolio	20,159	Q1 2025 Added 6.06%
COWZ Pacer Fds Tr Us Cash Cows 100 ETFs	$0	$4.13 Billion 2.69% of portfolio	75,332	Q1 2025 Added 8.66%
XMMO Invesco Exchange Traded Fd Tr ETFs	$0	$3.56 Billion 2.32% of portfolio	31,272	Q1 2025 Added 21.6%
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$3.27 Billion 2.13% of portfolio	26,768	Q1 2025 Reduced 1.01%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$2.26 Billion 1.48% of portfolio	4,828	Q1 2025 Reduced 1.99%
VGT Vanguard Information Technolog ETFs	$0	$2.23 Billion 1.45% of portfolio	4,103	Q1 2025 Added 2.91%
DGRW Wisdomtree Tr Us Quality Divid ETFs	$0	$2.21 Billion 1.44% of portfolio	27,627	Q1 2025 Reduced 2.25%
USMV Ishares Msci Usa Min Vol Facto ETFs	$0	$1.82 Billion 1.19% of portfolio	19,397	Q1 2025 Reduced 4.09%
SMH Vaneck ETF Tr Semiconductor Et ETFs	$0	$1.58 Billion 1.04% of portfolio	7,492	Q1 2025 Reduced 2.23%
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$1.4 Billion 0.91% of portfolio	3,875	Q1 2025 Added 3.5%
SPHQ Invesco Exchange Traded Fd Tr ETFs	$0	$715 Million 0.47% of portfolio	10,771	Q1 2025 Added 1.1%
IYW Ishares Dj Us Tech ETF ETFs	$0	$695 Million 0.45% of portfolio	4,949	Q1 2025 Added 3.95%
XMHQ Invesco Exchange Traded Fd Tr ETFs	$0	$596 Million 0.39% of portfolio	6,515	Q1 2025 Reduced 2.57%
OUSA Alps ETF Tr Oshares U S Qualit ETFs	$0	$577 Million 0.38% of portfolio	10,849	Q1 2025 Reduced 5.69%
IYH Ishares Tr ETFs	$0	$573 Million 0.37% of portfolio	9,414	Q1 2025 Added 1.62%
ITA Ishares Tr ETFs	$0	$402 Million 0.26% of portfolio	2,623	Q1 2025 Reduced 0.91%
BUFD First Tr Exc Trd Fd Viii Ft Cb ETFs	$0	$386 Million 0.25% of portfolio	15,475	Q1 2025 Added 21.61%
XLV Select Sector Spdr Fund Health ETFs	$0	$339 Million 0.22% of portfolio	2,320	Q1 2025 Added 26.85%
DEF Invesco Et Self Idxd Fd Tr Def ETFs	$0	$335 Million 0.22% of portfolio	4,078	Q1 2025 Added 12.25%
JHMM John Hancock Multifactor Mid C ETFs	$0	$317 Million 0.21% of portfolio	5,529	Q1 2025 Reduced 0.86%
IYK Ishares U.S. Consumer Staples ETFs	$0	$289 Million 0.19% of portfolio	4,033	Q1 2025 Added 12.56%
PHYL Pgim ETF Tr ETFs	$0	$286 Million 0.19% of portfolio	8,197	Q1 2025 Added 5.62%
XLI Industrial Sector Spdr ETFs	$0	$273 Million 0.18% of portfolio	2,085	Q1 2025 Reduced 2.3%
KBE Spdr S&P Bank ETF ETFs	$0	$283 Million 0.18% of portfolio	5,337	Q1 2025 Added 11.23%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$283 Million 0.18% of portfolio	550	Q1 2025 Added 13.4%
GLD Spdr Gold Trust ETFs	$106B	$262 Million 0.17% of portfolio	910	Q1 2025 Reduced 0.98%
SPHY Spdr Ser Tr Spdr Portfolio Hig ETFs	$0	$241 Million 0.16% of portfolio	10,300	Q1 2025 Reduced 6.36%
QUAL Ishares Msci Usa Quality Facto ETFs	$0	$242 Million 0.16% of portfolio	1,416	Q1 2025 Added 0.07%
CIBR First Tr Fd Ii Nasdaq Cybersec ETFs	$0	$233 Million 0.15% of portfolio	3,706	Q2 2024 New
BUFQ First Tr Ex Tr Fd Viii Ft Cboe ETFs	$0	$211 Million 0.14% of portfolio	7,076	Q1 2025 New
ULST Ssga Active ETF Tr Ssga Ultra ETFs	$0	$218 Million 0.14% of portfolio	5,300	Q1 2025 New
IYC Ishares U.S. Consumer Discreti ETFs	$0	$205 Million 0.13% of portfolio	2,321	Q4 2024 New
PGF Invesco Exchange Traded Fd Tr ETFs	$0	$206 Million 0.13% of portfolio	14,408	Q1 2025 Reduced 6.64%

Summary

Portfolio
No. of Stocks 86
Current Value $153 Billion
Prior Value $124 Billion
Filing
Period Q1 2025
Filing Date May 12, 2025
Form Type 13F-HR
Activity in Q1 2025
New Purchases 11 stocks
Additional Purchases 32 stocks
Sold out of 0 stocks
Reduced holdings in 38 stocks

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Symphony Financial Services, Inc. Portfolio Holdings