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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$140B
$334 Million 0.28% of portfolio
11,798
Q3 2024 Added 28.35%
$0
$334 Million 0.28% of portfolio
5,554
Q3 2024 Reduced 0.11%
$400B
$312 Million 0.27% of portfolio
1,927
Q3 2024 Added 0.21%
$0
$318 Million 0.27% of portfolio
3,752
Q3 2024 Reduced 2.6%
$0
$297 Million 0.25% of portfolio
517
Q3 2024 New
$163B
$295 Million 0.25% of portfolio
1,675
Q3 2024 Added 54.24%
$0
$296 Million 0.25% of portfolio
6,699
Q3 2024 Added 86.71%
$0
$290 Million 0.25% of portfolio
2,375
Q3 2024 New
$173B
$292 Million 0.25% of portfolio
4,564
Q3 2024 Reduced 0.89%
$0
$285 Million 0.24% of portfolio
2,107
Q3 2024 Reduced 11.06%
$144B
$270 Million 0.23% of portfolio
813
Q2 2024 New
$0
$275 Million 0.23% of portfolio
8,963
Q3 2024 Added 17.73%
$0
$265 Million 0.23% of portfolio
15,750
Q3 2024 Added 43.18%
$0
$259 Million 0.22% of portfolio
4,897
Q3 2024 Added 0.25%
$0
$262 Million 0.22% of portfolio
1,461
Q3 2024 Reduced 3.18%
$1T
$249 Million 0.21% of portfolio
1,740
Q3 2024 Added 16.0%
$4.53B
$244 Million 0.21% of portfolio
4,858
Q3 2024 Added 0.33%
$0
$237 Million 0.2% of portfolio
15,102
Q3 2024 Added 1.09%
$79.5B
$234 Million 0.2% of portfolio
1,435
Q3 2024 Added 0.49%
$0
$220 Million 0.19% of portfolio
3,706
Q2 2024 New
$84.4B
$223 Million 0.19% of portfolio
919
Q3 2024 New
$3.63B
$212 Million 0.18% of portfolio
2,225
Q3 2024 New
$163B
$195 Million 0.17% of portfolio
13,322
Q3 2024 Added 50.72%
$9.34B
$205 Million 0.17% of portfolio
5,031
Q3 2024 New
$1.08T
$166 Million 0.14% of portfolio
1,659
Q3 2024 Added 142.54%
$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%
$98.6B
$103 Million 0.09% of portfolio
13,751
Q3 2024 Added 213.16%
$686M
$62.7 Million 0.05% of portfolio
15,942
Q2 2024 New
$789M
$35.9 Million 0.03% of portfolio
20,380
Q2 2024 New
$17M
$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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