Symphony Financial Services, Inc. has filed its 13F form on August 09, 2024 for Q2 2024 where it was disclosed a total value porftolio of $116 Billion distributed in 85 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Janus Detroit Str Tr Janus Hen with a value of $12.5B, Janus Detroit Str Tr Henderson with a value of $10.3B, Principal ETF U S Mega Cap with a value of $7.9B, Apple Inc. with a value of $7.54B, and Global X Fds Us Infrastructure with a value of $6.64B.

Examining the 13F form we can see an increase of $116B in the current position value.

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 $116 Billion
ETFs: $74.5 Billion
Technology: $17.5 Billion
Financial Services: $6.63 Billion
Consumer Cyclical: $4.77 Billion
Healthcare: $4 Billion
Industrials: $2.33 Billion
Communication Services: $2.15 Billion
Consumer Defensive: $2.04 Billion
Other: $2.52 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 85
  • Current Value $116 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 09, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 85 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
Track This Portfolio

Track Symphony Financial Services, Inc. Portfolio

Follow Symphony Financial Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Symphony Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Symphony Financial Services, Inc. with notifications on news.