Symphony Financial Services, Inc. Portfolio Holdings

Symphony Financial Services, Inc.

  • $118 Billion
  • Q3 2024

Symphony Financial Services, Inc. has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $118 Billion distributed in 82 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Janus Detroit Str Tr Henderson with a value of $13.1B, Janus Detroit Str Tr Janus Hen with a value of $10.6B, Principal ETF U S Mega Cap with a value of $8.34B, Global X Fds Us Infrastructure with a value of $7.5B, and Apple Inc. with a value of $7.43B.

Examining the 13F form we can see an increase of $1.2B in the current position value, from $116B to 118B.

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 $118 Billion
ETFs: $73.6 Billion
Technology: $15.2 Billion
Financial Services: $6.84 Billion
Consumer Cyclical: $4.13 Billion
Healthcare: $3.42 Billion
Consumer Defensive: $2.04 Billion
Industrials: $2.03 Billion
Communication Services: $1.97 Billion
Other: $2.62 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$798 Million 0.68% of portfolio
30,643
Q3 2024 Added 1.42%
$0
$156 Million 0.13% of portfolio
10,966
Q3 2024 Added 4.95%
$0
$153 Million 0.13% of portfolio
27,905
Q3 2024 Reduced 3.31%
$11.1M
$26.2 Million 0.02% of portfolio
19,000
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 82
  • Current Value $118 Billion
  • Prior Value $116 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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