SF

Symphony Financial, Ltd. Co.

13F
Symphony Financial, Ltd. Co.
Last update 2025-04-23 88 Stocks (8 new)
Value $169.00 Mil Turnover 7 %
Countries:
Top Holdings: AVUV(9.37%)NVDA(7.71%)IEFA(7.02%)IWM(6.15%)SPYG(5.39%)
Summary Stock Picks Current Portfolio
Symphony Financial, Ltd. Co. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AVUV
Avantis U.S. Small Cap Value ETF
193,691
15,821.3
+16.77%
9.370
+1.35%
0.110
+17.12%
-2.02%
16,539.2
 
NVDA
NVIDIA Corp
116,550
13,010.7
-52.61%
7.710
-2.87%
0.000
+69.89%
+28.41%
4,204,658.7
Semiconductors
IEFA
iShares Core MSCI EAFE ETF
159,337
11,860.0
-3.16%
7.020
-0.06%
0.010
+11.52%
+19.59%
141,328.0
 
IWM
iShares Russell 2000 ETF
55,230
10,382.3
-24.71%
6.150
-0.65%
0.020
+19.55%
+1.12%
66,553.7
 
SPYG
SPDR Portfolio S&P 500 Growth ETF
115,099
9,101.7
-65.33%
5.390
-3.09%
0.030
+27.21%
+10.98%
38,694.0
 
IUSV
ISHARES TRUST
95,438
8,391.5
-15.21%
4.970
-0.25%
0.040
+12.02%
+4.19%
21,180.3
 
QUAL
iShares MSCI USA Quality Factor ETF
34,896
5,763.8
-29.22%
3.410
-0.41%
0.010
+14.25%
+3.80%
53,112.1
 
AAPL
Apple Inc
28,983
5,691.4
-62.13%
3.370
-1.67%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
VTI
Vanguard Total Stock Market ETF
17,997
5,078.6
+7.86%
3.010
+0.22%
0.000
+19.82%
+7.35%
476,615.2
 
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
75,808
3,952.0
+56.75%
2.340
+0.85%
0.000
+18.91%
+18.34%
99,158.0
 

Symphony Financial, Ltd. Co.'s Historical Top Holdings Breakdowns

Symphony Financial, Ltd. Co.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF
2025-03-31
Reduce
Reduce
-5.85%
●
67.03 ($71.58) 74.61
$76.08
6.29%
Reduce -98.53%
7,550
-505,765
SPYG
SPDR Portfolio S&P 500 Growth ETF
2025-03-31
Reduce
Reduce
-3.09%
●
80.05 ($87.3) 92.39
$97.27
11.42%
Reduce -65.33%
115,099
-216,882
NVDA
NVIDIA Corp
2025-03-31
Reduce
Reduce
-2.87%
●
106.98 ($126.74) 149.43
$172.41
36.03%
Reduce -52.61%
116,550
-129,412
AGGY
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
2025-03-31
Sold Out
Sold Out
-2.73%
●
42.36 ($43.16) 43.8
$43.28
0.28%
Sold Out
0
-403,739
MSFT
Microsoft Corp
2025-03-31
Reduce
Reduce
-2.28%
●
375.39 ($407.71) 447.2
$510.05
25.10%
Reduce -76.05%
10,595
-33,649
PULS
PGIM Ultra Short Bond ETF
2025-03-31
Reduce
Reduce
-2.19%
●
49.56 ($49.66) 49.78
$49.70
0.08%
Reduce -96.75%
9,379
-279,630
SPYV
SPDR Portfolio S&P 500 Value ETF
2025-03-31
Sold Out
Sold Out
-2.14%
●
49.78 ($51.86) 53.19
$52.87
1.95%
Sold Out
0
-259,534
AMZN
Amazon.com Inc
2025-03-31
Reduce
Reduce
-2.01%
●
190.26 ($217) 242.06
$226.13
4.21%
Reduce -74.07%
19,349
-55,284
IJH
iShares Core S&P Mid-Cap ETF
2025-03-31
Reduce
Reduce
-1.88%
●
57.21 ($62.1) 65.8
$63.46
2.19%
Reduce -74.52%
62,615
-183,165
AVDE
Avantis International Equity ETF
2025-03-31
Reduce
Reduce
-1.84%
●
60.63 ($65.05) 68.55
$73.64
13.21%
Reduce -96.57%
6,572
-184,912

Symphony Financial, Ltd. Co. Total Holding History ($B)

To

Symphony Financial, Ltd. Co.'s Asset Allocation

To

Symphony Financial, Ltd. Co. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Symphony Financial, Ltd. Co.'s Hypothetical Growth since 2025-03-31

Symphony Financial, Ltd. Co.'s Yearly Returns

Year Portfolio % % Excess Gain %

Symphony Financial, Ltd. Co.'s Holdings Heat Map

Size field:

Symphony Financial, Ltd. Co.'s Holdings Bubble Chart

Symphony Financial, Ltd. Co. News

  • 1

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