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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$876 Million 0.57% of portfolio
34,286
Q1 2025 Added 10.55%
$0
$210 Million 0.14% of portfolio
6,356
Q1 2025 Added 8.0%
$0
$193 Million 0.13% of portfolio
14,167
Q1 2025 New
$0
$164 Million 0.11% of portfolio
29,744
Q1 2025 Added 5.77%
$3.4M
$7.68 Million 0.01% of portfolio
19,000
Q1 2025 New

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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