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The Analysis of Symphony Financial Services, Inc.'s Holdings & P&L

Currently, Symphony Financial Services, Inc. holds 99 types of securities in its portfolio with a total value $194.8M. In the most recent quarter, they have increased their positions in USMC (+13.9K shares, valued at $895.5K), BUFR (+25.7K shares, valued at $869.0K), PYLD (+32.8K shares, valued at $858.2K); decreased their positions in COWZ (-10.7K shares, valued at $671.5K), XMMO (-2.8K shares, valued at $401.3K), IWY (-1.1K shares, valued at $279.4K); initiated new positions in SDVY (+13.0K shares, valued at $511.6K), N/A (+1.9K shares, valued at $231.1K), MPC (+942 shares, valued at $230.1K).

1M P&L

-928.5K-0.46%

3M P&L

-18.6M-8.40%

HY P&L

-10.1M-4.73%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A147.0M

78.7%

2Consumer Electronics7.1M

3.8%

3Semiconductors5.1M

2.7%

Top Industries by Stock Count

1N/A50 stocks

56.8%

2Drug Manufacturers - General3 stocks

3.4%

3Oil & Gas Midstream3 stocks

3.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

PYLD PIMCO ENHANCED787.4K shares4.34%2026-03-312026-05-07

BUFR FIRST TRUST491.6K shares5.52%2026-03-312026-05-07

USMC PRINCIPAL US242.6K shares6.09%2026-03-312026-05-07

PAVE GLOBAL X208.7K shares1.40%2026-03-312026-05-07

AIRR FIRST TRUST91.1K shares5.65%2026-03-312026-05-07

KNG FIRST TRUST196.0K shares3.98%2026-03-312026-05-07

JMBS JANUS HENDERSON168.1K shares-0.44%2026-03-312026-05-07

AAPL APPLE INC28.1K shares-3.17%2026-03-312026-05-07

Sponsored

IWY ISHARES RUSSELL21.8K shares-4.91%2026-03-312026-05-07

NVDA NVIDIA CORP29.0K shares-2.60%2026-03-312026-05-07

XMMO INVESCO S&P32.9K shares-7.76%2026-03-312026-05-07

JSMD JANUS DETROIT54.7K shares19.90%2026-03-312026-05-07

ITOT ISHARES CORE29.4K shares3.18%2026-03-312026-05-07

COWZ PACER US61.4K shares-14.89%2026-03-312026-05-07

V VISA INC10.5K shares-3.42%2026-03-312026-05-07

SMH VANECK SEMICONDUCTOR8.0K shares2.84%2026-03-312026-05-07

Sponsored

MSFT MICROSOFT CORP8.2K shares6.40%2026-03-312026-05-07

JAAA JANUS HENDERSON58.2K shares5.01%2026-03-312026-05-07

VGT VANGUARD INFORMATION4.2K shares-2.95%2026-03-312026-05-07

INVESCO QQQ INVESCO QQQ4.8K shares0.78%2026-03-312026-05-07

AMZN AMAZON COM12.4K shares-1.56%2026-03-312026-05-07

JTEK JPMORGAN U S31.8K shares37.71%2026-03-312026-05-07

DGRW WISDOMTREE US28.7K shares2.65%2026-03-312026-05-07

USMV ISHARES MSCI24.8K shares-3.15%2026-03-312026-05-07

Sponsored

IWF ISHARES RUSSELL5.1K shares9.28%2026-03-312026-05-07

JPM JPMORGAN CHASE7.0K shares9.04%2026-03-312026-05-07

XOM EXXON MOBIL8.6K shares6.19%2026-03-312026-05-07

SPHY STATE STREET57.9K shares3.35%2026-03-312026-05-07

PROFESSIONALLY MANAGED PROFESSIONALLY MANAGED24.9K shares-2.94%2026-03-312026-05-07

PAA PLAINS ALL52.3K shares-0.45%2026-03-312026-05-07

BROADCOM INC BROADCOM INC3.7K shares6.31%2026-03-312026-05-07

IYW ISHARES TECHNOLOGY5.4K shares-0.20%2026-03-312026-05-07

Sponsored

LMT LOCKHEED MARTIN1.6K shares-12.68%2026-03-312026-05-07

IJH ISHARES CORE14.3K shares-3.45%2026-03-312026-05-07

LLY ELI LILLY1.0K shares-7.03%2026-03-312026-05-07

UTF COHEN & STEERS35.4K shares0.27%2026-03-312026-05-07

VANGUARD S&P VANGUARD S&P1.4K shares-1.36%2026-03-312026-05-07

COST COSTCO WHOLESALE853 shares-0.23%2026-03-312026-05-07

SPHQ INVESCO S&P11.3K shares-0.63%2026-03-312026-05-07

XMHQ INVESCO S&P8.1K shares0.91%2026-03-312026-05-07

Sponsored

GRID FIRST TRUST4.9K shares5.38%2026-03-312026-05-07

BUFD FIRST TRUST26.8K shares7.00%2026-03-312026-05-07

META META PLATFORMS1.3K shares-2.64%2026-03-312026-05-07

NFLX NETFLIX INC7.4K shares-8.20%2026-03-312026-05-07

PFE PFIZER INC24.6K shares4.89%2026-03-312026-05-07

WMT WALMART INC5.4K shares-0.88%2026-03-312026-05-07

ITA ISHARES AEROSPACE2.9K shares7.49%2026-03-312026-05-07

MO ALTRIA GROUP9.0K shares0.43%2026-03-312026-05-07

Sponsored

PGR PROGRESSIVE CORP3.0K shares-2.41%2026-03-312026-05-07

IYH ISHARES U S9.5K shares0.11%2026-03-312026-05-07

EW EDWARDS LIFESCIENCES6.8K shares-1.53%2026-03-312026-05-07

ET ENERGY TRANSFER26.9K shares0.20%2026-03-312026-05-07

IYE ISHARES U S7.9K shares6.76%2026-03-312026-05-07

SDVY FIRST TRUST13.0K sharesnew addition2026-03-312026-05-07

HON HONEYWELL INTL2.3K shares0.00%2026-03-312026-05-07

BKCG BNY MELLON14.6K shares-1.80%2026-03-312026-05-07

Sponsored

PG PROCTER & GAMBLE3.4K shares0.09%2026-03-312026-05-07

CIBR FIRST TRUST7.4K shares3.52%2026-03-312026-05-07

MA MASTERCARD INC918 shares0.00%2026-03-312026-05-07

GLD SPDR GOLD965 shares2.33%2026-03-312026-05-07

TOTALENERGIES SE TOTALENERGIES SE4.4K shares0.00%2026-03-312026-05-07

BUFQ FIRST TRUST11.0K shares-0.53%2026-03-312026-05-07

SHW SHERWIN WILLIAMS1.2K shares-35.01%2026-03-312026-05-07

ALPHABET INC ALPHABET INC1.3K shares0.00%2026-03-312026-05-07

Sponsored

DELL DELL TECHNOLOGIES2.2K shares0.00%2026-03-312026-05-07

GEV GE VERNOVA420 shares11.11%2026-03-312026-05-07

MCD MCDONALDS CORP1.2K shares0.00%2026-03-312026-05-07

AEIS ADVANCED ENERGY1.1K shares0.48%2026-03-312026-05-07

INVESCO S&P INVESCO S&P1.8K shares-15.47%2026-03-312026-05-07

XLI STATE STREET2.1K shares-0.96%2026-03-312026-05-07

KBE STATE STREET5.6K shares3.38%2026-03-312026-05-07

TSLA TESLA INC896 shares0.00%2026-03-312026-05-07

Sponsored

SIXG DEFIANCE CONNECTIVE4.8K shares0.02%2026-03-312026-05-07

IYK ISHARES U S4.6K shares0.00%2026-03-312026-05-07

ALPS OSHARES ALPS OSHARES5.7K shares-44.55%2026-03-312026-05-07

RTX RTX CORP1.6K shares-1.93%2026-03-312026-05-07

JHMM JOHN HANCOCK4.5K shares-4.28%2026-03-312026-05-07

POWA INVESCO BLOOMBERG3.5K shares-10.91%2026-03-312026-05-07

JNJ JOHNSON & JOHNSON1.2K shares0.00%2026-03-312026-05-07

HD HOME DEPOT878 shares6.68%2026-03-312026-05-07

Sponsored

T AT&T INC9.7K shares-25.72%2026-03-312026-05-07

EATON CORP EATON CORP783 shares0.00%2026-03-312026-05-07

HSBC HSBC HOLDINGS3.3K shares0.00%2026-03-312026-05-07

PHYL PGIM ACTIVE7.7K shares8.45%2026-03-312026-05-07

XLV STATE STREET1.8K shares-0.61%2026-03-312026-05-07

SBUX STARBUCKS CORP2.9K shares-9.30%2026-03-312026-05-07

BST BLACKROCK SCIENCE7.0K shares1.91%2026-03-312026-05-07

SRV NXG CUSHING5.7K shares7.14%2026-03-312026-05-07

Sponsored

EPD ENTERPRISE PRODUCTS6.3K shares0.42%2026-03-312026-05-07

VUSB VANGUARD ULTRA4.7K shares-5.97%2026-03-312026-05-07

MERCK & COMPANY MERCK & COMPANY1.9K sharesnew addition2026-03-312026-05-07

MPC MARATHON PETROLEUM942 sharesnew addition2026-03-312026-05-07

OHI OMEGA HEALTHCARE5.2K shares0.38%2026-03-312026-05-07

IYC ISHARES CONSUMER2.3K shares0.00%2026-03-312026-05-07

CAT CATERPILLAR INC293 sharesnew addition2026-03-312026-05-07

IYF ISHARES U S1.7K shares0.00%2026-03-312026-05-07

Sponsored

GAB GABELLI EQUITY31.9K shares0.76%2026-03-312026-05-07

PCN PIMCO CORPORATE14.0K shares0.13%2026-03-312026-05-07

GABELLI EQUITY GABELLI EQUITY31.7K sharesnew addition2026-03-312026-05-07

PYLD

PIMCO ENHANCED

4.34%

Shares787.4K

Event2026-03-31

Filed2026-05-07

BUFR

FIRST TRUST

5.52%

Shares491.6K

Event2026-03-31

Filed2026-05-07

USMC

PRINCIPAL US

6.09%

Shares242.6K

Event2026-03-31

Filed2026-05-07

PAVE

GLOBAL X

1.40%

Shares208.7K

Event2026-03-31

Filed2026-05-07

AIRR

FIRST TRUST

5.65%

Shares91.1K

Event2026-03-31

Filed2026-05-07

KNG

FIRST TRUST

3.98%

Shares196.0K

Event2026-03-31

Filed2026-05-07

JMBS

JANUS HENDERSON

-0.44%

Shares168.1K

Event2026-03-31

Filed2026-05-07

AAPL

APPLE INC

-3.17%

Shares28.1K

Event2026-03-31

Filed2026-05-07

IWY

ISHARES RUSSELL

-4.91%

Shares21.8K

Event2026-03-31

Filed2026-05-07

NVDA

NVIDIA CORP

-2.60%

Shares29.0K

Event2026-03-31

Filed2026-05-07

XMMO

INVESCO S&P

-7.76%

Shares32.9K

Event2026-03-31

Filed2026-05-07

JSMD

JANUS DETROIT

19.90%

Shares54.7K

Event2026-03-31

Filed2026-05-07

ITOT

ISHARES CORE

3.18%

Shares29.4K

Event2026-03-31

Filed2026-05-07

COWZ

PACER US

-14.89%

Shares61.4K

Event2026-03-31

Filed2026-05-07

VISA INC

-3.42%

Shares10.5K

Event2026-03-31

Filed2026-05-07

SMH

VANECK SEMICONDUCTOR

2.84%

Shares8.0K

Event2026-03-31

Filed2026-05-07

MSFT

MICROSOFT CORP

6.40%

Shares8.2K

Event2026-03-31

Filed2026-05-07

JAAA

JANUS HENDERSON

5.01%

Shares58.2K

Event2026-03-31

Filed2026-05-07

VGT

VANGUARD INFORMATION

-2.95%

Shares4.2K

Event2026-03-31

Filed2026-05-07

INVESCO QQQ

0.78%

Shares4.8K

Event2026-03-31

Filed2026-05-07

AMZN

AMAZON COM

-1.56%

Shares12.4K

Event2026-03-31

Filed2026-05-07

JTEK

JPMORGAN U S

37.71%

Shares31.8K

Event2026-03-31

Filed2026-05-07

DGRW

WISDOMTREE US

2.65%

Shares28.7K

Event2026-03-31

Filed2026-05-07

USMV

ISHARES MSCI

-3.15%

Shares24.8K

Event2026-03-31

Filed2026-05-07

IWF

ISHARES RUSSELL

9.28%

Shares5.1K

Event2026-03-31

Filed2026-05-07

JPM

JPMORGAN CHASE

9.04%

Shares7.0K

Event2026-03-31

Filed2026-05-07

XOM

EXXON MOBIL

6.19%

Shares8.6K

Event2026-03-31

Filed2026-05-07

SPHY

STATE STREET

3.35%

Shares57.9K

Event2026-03-31

Filed2026-05-07

PROFESSIONALLY MANAGED

-2.94%

Shares24.9K

Event2026-03-31

Filed2026-05-07

PAA

PLAINS ALL

-0.45%

Shares52.3K

Event2026-03-31

Filed2026-05-07

BROADCOM INC

6.31%

Shares3.7K

Event2026-03-31

Filed2026-05-07

IYW

ISHARES TECHNOLOGY

-0.20%

Shares5.4K

Event2026-03-31

Filed2026-05-07

LMT

LOCKHEED MARTIN

-12.68%

Shares1.6K

Event2026-03-31

Filed2026-05-07

IJH

ISHARES CORE

-3.45%

Shares14.3K

Event2026-03-31

Filed2026-05-07

LLY

ELI LILLY

-7.03%

Shares1.0K

Event2026-03-31

Filed2026-05-07

UTF

COHEN & STEERS

0.27%

Shares35.4K

Event2026-03-31

Filed2026-05-07

VANGUARD S&P

-1.36%

Shares1.4K

Event2026-03-31

Filed2026-05-07

COST

COSTCO WHOLESALE

-0.23%

Shares853

Event2026-03-31

Filed2026-05-07

SPHQ

INVESCO S&P

-0.63%

Shares11.3K

Event2026-03-31

Filed2026-05-07

XMHQ

INVESCO S&P

0.91%

Shares8.1K

Event2026-03-31

Filed2026-05-07

GRID

FIRST TRUST

5.38%

Shares4.9K

Event2026-03-31

Filed2026-05-07

BUFD

FIRST TRUST

7.00%

Shares26.8K

Event2026-03-31

Filed2026-05-07