The Analysis of Symphony Financial Services, Inc.'s Holdings
Currently, Symphony Financial Services, Inc. holds 100 types of securities in its portfolio with a total value $185.8M. In the most recent quarter, they have increased their positions in PYLD (+42.7K shares, valued at $1.1M), SPHY (+41.0K shares, valued at $982.1K), IJH (+13.9K shares, valued at $910.2K); decreased their positions in JAAA (-29.3K shares, valued at $1.5M), AAPL (-402 shares, valued at $102.4K), V (-288 shares, valued at $98.3K); initiated new positions in IJH (+13.9K shares, valued at $910.2K), PAA (+51.8K shares, valued at $883.4K), ET (+26.8K shares, valued at $459.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
PYLD PIMCO ETF TR590.0K shares7.81%2025-09-302025-11-12
BUFR FIRST TR EXCHANGE TRADED FD439.9K shares1.04%2025-09-302025-11-12 USMC PRINCIPAL EXCHANGE TRADED FD214.5K shares1.30%2025-09-302025-11-12 KNG FIRST TR EXCHANGE TRADED FD220.2K shares-0.06%2025-09-302025-11-12 JAAA JANUS DETROIT STR TR205.0K shares-12.51%2025-09-302025-11-12 PAVE GLOBAL X FDS200.5K shares5.88%2025-09-302025-11-12 JMBS JANUS DETROIT STR TR169.2K shares2.46%2025-09-302025-11-12 AAPL APPLE INC29.4K shares-1.35%2025-09-302025-11-12 AIRR FIRST TR EXCHANGE TRADED FD76.9K shares0.34%2025-09-302025-11-12 IWY ISHARES TR22.7K shares10.70%2025-09-302025-11-12 NVDA NVIDIA CORPORATION30.8K shares0.03%2025-09-302025-11-12 XMMO INVESCO EXCHANGE TRADED FD T35.7K shares9.72%2025-09-302025-11-12 COWZ PACER FDS TR75.5K shares-0.63%2025-09-302025-11-12 ITOT ISHARES TR28.1K shares0.11%2025-09-302025-11-12 MSFT MICROSOFT CORP7.6K shares3.41%2025-09-302025-11-12 V VISA INC10.9K shares-2.58%2025-09-302025-11-12 VGT VANGUARD WORLD FD4.4K shares6.26%2025-09-302025-11-12 QQQ INVESCO QQQ TR4.7K shares-1.94%2025-09-302025-11-12 AMZN AMAZON COM INC12.6K shares8.34%2025-09-302025-11-12 SMH VANECK ETF TRUST7.7K shares0.66%2025-09-302025-11-12 USMV ISHARES TR25.7K shares23.00%2025-09-302025-11-12 DGRW WISDOMTREE TR27.3K shares-1.66%2025-09-302025-11-12 IWF ISHARES TR4.4K shares2.24%2025-09-302025-11-12 JPM JPMORGAN CHASE & CO.6.4K shares-0.54%2025-09-302025-11-12 SPHY SPDR SER TR51.3K shares398.30%2025-09-302025-11-12 LMT LOCKHEED MARTIN CORP2.1K shares-0.43%2025-09-302025-11-12 IYW ISHARES TR4.9K shares-0.04%2025-09-302025-11-12 META META PLATFORMS INC1.3K shares0.77%2025-09-302025-11-12 NFLX NETFLIX INC799 shares-4.20%2025-09-302025-11-12 XOM EXXON MOBIL CORP8.2K shares-1.47%2025-09-302025-11-12 IJH ISHARES TR13.9K sharesnew addition2025-09-302025-11-12 AVGO BROADCOM INC2.7K shares41.73%2025-09-302025-11-12 PAA PLAINS ALL AMERICAN PIPELINE LP51.8K sharesnew addition2025-09-302025-11-12 UTF COHEN & STEERS INFRASTRUCTUR35.3K shares0.10%2025-09-302025-11-12 SPHQ INVESCO EXCHANGE TRADED FD T11.2K shares1.61%2025-09-302025-11-12 LLY ELI LILLY & CO1.1K shares83.70%2025-09-302025-11-12 COST COSTCO WHSL CORP NEW855 shares58.63%2025-09-302025-11-12 XMHQ INVESCO EXCHANGE TRADED FD T7.4K shares11.92%2025-09-302025-11-12 VOO VANGUARD INDEX FDS1.3K shares130.00%2025-09-302025-11-12 PGR PROGRESSIVE CORP2.9K shares0.45%2025-09-302025-11-12 SHW SHERWIN WILLIAMS CO2.0K shares4.49%2025-09-302025-11-12 OUSA ALPS ETF TR12.4K shares9.48%2025-09-302025-11-12 MO ALTRIA GROUP INC9.0K shares-3.32%2025-09-302025-11-12 WMT WALMART INC5.7K shares0.60%2025-09-302025-11-12 PFE PFIZER INC22.5K shares10.21%2025-09-302025-11-12 IYH ISHARES TR9.4K shares-0.04%2025-09-302025-11-12 MA MASTERCARD INCORPORATED963 shares0.00%2025-09-302025-11-12 EW EDWARDS LIFESCIENCES CORP7.0K shares-2.77%2025-09-302025-11-12 BUFD FIRST TR EXCHANGE TRADED FD19.7K shares12.88%2025-09-302025-11-12 BKCG BNY MELLON15.0K shares-2.43%2025-09-302025-11-12 PG PROCTER AND GAMBLE CO3.5K shares0.09%2025-09-302025-11-12 HD HOME DEPOT INC1.3K shares0.23%2025-09-302025-11-12 ITA ISHARES TR2.5K shares-3.67%2025-09-302025-11-12 HON HONEYWELL INTL INC2.4K shares-2.08%2025-09-302025-11-12 ET ENERGY TRANSFER26.8K sharesnew addition2025-09-302025-11-12 MCD MCDONALDS CORP1.4K shares0.07%2025-09-302025-11-12 TSLA TESLA INC902 shares0.00%2025-09-302025-11-12 POWA INVESCO EXCH TRD SLF IDX FD4.1K shares-0.91%2025-09-302025-11-12 CIBR FIRST TR EXCHANGE TRADED FD4.8K shares6.66%2025-09-302025-11-12 GLD SPDR GOLD TR1.0K shares14.11%2025-09-302025-11-12 GOOGL ALPHABET INC1.4K shares0.00%2025-09-302025-11-12 XLI SELECT SECTOR SPDR TR2.1K shares0.00%2025-09-302025-11-12 IYE ISHARES TR6.7K sharesnew addition2025-09-302025-11-12 DELL DELL TECHNOLOGIES2.2K shares0.04%2025-09-302025-11-12 KBE SPDR SER TR5.3K shares0.06%2025-09-302025-11-12 BUFQ FIRST TRUST8.8K shares-20.14%2025-09-302025-11-12 INTC INTEL CORP9.1K sharesnew addition2025-09-302025-11-12 IYK ISHARES TR4.4K shares10.04%2025-09-302025-11-12 JHMM JOHN HANCOCK EXCHANGE TRADED4.7K shares-15.56%2025-09-302025-11-12 SIXG DEFIANCE CONNECTIVE4.8K shares0.75%2025-09-302025-11-12 ETN EATON CORP PLC783 shares0.00%2025-09-302025-11-12 SBUX STARBUCKS CORP3.4K shares-13.74%2025-09-302025-11-12 GRID FIRST TRUST1.9K sharesnew addition2025-09-302025-11-12 JNJ JOHNSON & JOHNSON1.5K shares-18.21%2025-09-302025-11-12 BST BLACKROCK6.5K shares3.04%2025-09-302025-11-12 NVO NOVO-NORDISK A S4.8K shares-10.85%2025-09-302025-11-12 TTE TOTALENERGIES SE4.4K shares0.30%2025-09-302025-11-12 QUAL ISHARES TR1.3K shares0.07%2025-09-302025-11-12 LOW LOWES COS INC1.0K sharesnew addition2025-09-302025-11-12 RTX RTX CORP1.5K shares0.00%2025-09-302025-11-12 T AT&T INC8.9K shares2.12%2025-09-302025-11-12 PHYL PGIM ETF TR7.0K shares-15.27%2025-09-302025-11-12 XLV SELECT SECTOR SPDR TR1.8K shares0.06%2025-09-302025-11-12 RSP INVESCO1.3K shares18.96%2025-09-302025-11-12 MPC MARATHON PETE CORP1.3K shares0.40%2025-09-302025-11-12 IYC ISHARES TR2.3K shares-2.15%2025-09-302025-11-12 HSBC HSBC HOLDINGS3.3K shares0.00%2025-09-302025-11-12 OHI OMEGA HEALTHCARE INVESTORS5.2K sharesnew addition2025-09-302025-11-12 GEV GE VERNOVA INC353 sharesnew addition2025-09-302025-11-12 IYF ISHARES TR1.7K shares0.00%2025-09-302025-11-12 VUSB VANGUARD4.2K sharesnew addition2025-09-302025-11-12 IBM INTL BUSINESS MACHINES740 shares0.27%2025-09-302025-11-12 GAB GABELLI EQUITY TR INC31.9K shares6.56%2025-09-302025-11-12 PCN PIMCO CORPORATE & INCM STRG14.4K shares0.31%2025-09-302025-11-12 PGF INVESCO EXCHANGE TRADED FD T10.4K shares-12.53%2025-09-302025-11-12 AGL AGILON HEALTH INC47.0K shares51.61%2025-09-302025-11-12 TLRY TILRAY BRANDS INC20.1K shares-1.59%2025-09-302025-11-12 NAK NORTHERN DYNASTY MINERALS10.0K shares-28.57%2025-09-302025-11-12 UGRO URBAN-GRO INC19.0K shares0.00%2025-09-302025-11-12 FIRST TRUST FIRST TRUST35.1K sharesnew addition2025-09-302025-11-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available