SF

Symphony Financial Services, Inc.

13F
Symphony Financial Services, Inc.
Last update 2025-05-12 86 Stocks (11 new)
Value $153.00 Mil Turnover 27 %
Countries:
Top Holdings: PYLD(9.46%)JAAA(8.51%)BUFR(8.22%)USMC(7.30%)KNG(7.21%)
Summary Stock Picks Current Portfolio
Symphony Financial Services, I... 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
PYLD 		PIMCO Multisector Bond Active Exchange-Traded Fund
549,520
14,479.9
+154.58%
9.460
+5.74%
0.300
+0.50%
+2.95%
5,210.9
 
JAAA 		Janus Henderson AAA CLO ETF
256,816
13,023.1
-11.93%
8.510
-1.42%
0.060
+1.22%
+1.91%
20,792.1
 
BUFR 		FT Vest Laddered Buffer ETF
423,720
12,580.3
+486.46%
8.220
+6.82%
0.200
+3.46%
+2.20%
6,660.8
 
USMC 		Principal U.S. Mega-Cap ETF
196,930
11,181.7
+31.18%
7.300
+1.74%
0.430
+4.67%
+1.50%
2,908.0
 
KNG 		FT Vest S&P 500 Dividend Aristocrats Target Income ETF
218,516
11,039.4
New Holding
7.210
+7.21%
0.290
-1.34%
+1.70%
3,745.0
 
JMBS 		Janus Henderson Mortgage-Backed Securities ETF
168,786
7,629.1
-30.21%
4.980
-2.59%
0.140
-0.89%
+1.84%
5,379.9
 
AAPL 		Apple Inc
31,850
7,074.8
+1.26%
4.620
+0.06%
0.000
-13.33%
-18.46%
3,042,427.8
Hardware
PAVE 		Global X U.S. Infrastructure Development ETF
186,767
7,046.7
+1.43%
4.600
+0.07%
0.100
+10.68%
+5.83%
8,450.5
 
AIRR 		First Trust RBA American Industrial Renaissance ET
66,307
4,522.8
New Holding
2.950
+2.95%
0.150
+14.58%
+3.19%
3,640.9
 
IWY 		iShares Russell Top 200 Growth ETF
20,159
4,252.3
+6.06%
2.780
+0.16%
0.040
+7.67%
+0.94%
13,403.3
 

Symphony Financial Services, Inc.'s Historical Top Holdings Breakdowns

Symphony Financial Services, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
KNG 		FT Vest S&P 500 Dividend Aristocrats Target Income ETF2025-03-31New Buy
+7.21%
●
49.22 ($50.68) 51.7
$49.26
-2.80%
New holding
218,516
218,516
BUFR 		FT Vest Laddered Buffer ETF2025-03-31Add
+6.82%
●
29.34 ($30.56) 31.31
$31.14
1.90%
Add 486.46%
423,720
351,470
PYLD 		PIMCO Multisector Bond Active Exchange-Traded Fund2025-03-31Add
+5.74%
●
25.77 ($26.17) 26.48
$26.07
-0.36%
Add 154.58%
549,520
333,665
AIRR 		First Trust RBA American Industrial Renaissance ET2025-03-31New Buy
+2.95%
●
67.24 ($75.23) 84.27
$79.41
5.56%
New holding
66,307
66,307
JMBS 		Janus Henderson Mortgage-Backed Securities ETF2025-03-31Reduce
-2.59%
●
43.53 ($44.61) 45.42
$44.05
-1.25%
Reduce -30.21%
168,786
-73,057
USMC 		Principal U.S. Mega-Cap ETF2025-03-31Add
+1.74%
●
55.72 ($60) 63.13
$60.79
1.31%
Add 31.18%
196,930
46,807
JAAA 		Janus Henderson AAA CLO ETF2025-03-31Reduce
-1.42%
●
50.48 ($50.78) 51.04
$50.54
-0.47%
Reduce -11.93%
256,816
-34,783
OUSM 		ALPS OShares U.S. Small-Cap Quality Dividend ETF2025-03-31Sold Out
-0.73%
●
41.26 ($43.42) 44.98
$42.77
-1.50%
Sold Out
0
-20,836
XMMO 		Invesco S&P MidCap Momentum ETF2025-03-31Add
+0.41%
●
110.9 ($123.2) 132.93
$126.97
3.06%
Add 21.6%
31,272
5,555
BKCG 		BNY Mellon Concentrated Growth ETF2025-03-31New Buy
+0.32%
●
30.86 ($30.86) 30.86
$33.85
9.69%
New holding
15,629
15,629

Symphony Financial Services, Inc. Total Holding History ($B)

To

Symphony Financial Services, Inc.'s Asset Allocation

To

Symphony Financial Services, Inc. Past Portfolios

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

Top Ranked Articles

  • 1

Symphony Financial Services, Inc.'s Hypothetical Growth since 2025-03-31

Symphony Financial Services, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Symphony Financial Services, Inc.'s Holdings Heat Map

Size field:

Symphony Financial Services, Inc.'s Holdings Bubble Chart

Symphony Financial Services, Inc. News

  • 1

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