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Symphony Financial, Ltd. Co. Buys SPDR Portfolio S&P 1500 Composite Stock Market ETF, iShares Russell 1000 ETF, iShares Russell 2000 ETF, Sells Vanguard Total Bond Market ETF, Vanguard Intermediate-Term Corporate Bond ETF, Invesco Golden Dragon China ETF

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Jan 19, 2022
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Investment company Symphony Financial, Ltd. Co. (Current Portfolio) buys SPDR Portfolio S&P 1500 Composite Stock Market ETF, iShares Russell 1000 ETF, iShares Russell 2000 ETF, iShares Core MSCI Emerging Markets ETF, SPDR Portfolio S&P 500 Growth ETF, sells Vanguard Total Bond Market ETF, Vanguard Intermediate-Term Corporate Bond ETF, Invesco Golden Dragon China ETF, Clorox Co, Colgate-Palmolive Co during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Symphony Financial, Ltd. Co.. As of 2021Q4, Symphony Financial, Ltd. Co. owns 175 stocks with a total value of $360 million. These are the details of the buys and sells.

For the details of Symphony Financial, Ltd. Co.'s stock buys and sells, go to https://www.gurufocus.com/guru/symphony+financial%2C+ltd.+co./current-portfolio/portfolio

These are the top 5 holdings of Symphony Financial, Ltd. Co.
  1. SPDR Portfolio S&P 500 Growth ETF (SPYG) - 349,111 shares, 7.06% of the total portfolio. Shares added by 27.75%
  2. JPMorgan Ultra-Short Income ETF (JPST) - 367,946 shares, 5.15% of the total portfolio. Shares reduced by 15.95%
  3. iShares Core MSCI Emerging Markets ETF (IEMG) - 264,909 shares, 4.42% of the total portfolio. Shares added by 53.94%
  4. BTC iShares MSCI USA Quality Factor ETF (QUAL) - 105,431 shares, 4.24% of the total portfolio. Shares added by 41.78%
  5. iShares Core S&P Mid-Cap ETF (IJH) - 52,847 shares, 4.17% of the total portfolio. Shares added by 54.18%
New Purchase: iShares Russell 1000 ETF (IWB)

Symphony Financial, Ltd. Co. initiated holding in iShares Russell 1000 ETF. The purchase prices were between $240.61 and $266.02, with an estimated average price of $257.01. The stock is now traded at around $252.860000. The impact to a portfolio due to this purchase was 2.42%. The holding were 32,715 shares as of 2021-12-31.

New Purchase: T-Mobile US Inc (TMUS)

Symphony Financial, Ltd. Co. initiated holding in T-Mobile US Inc. The purchase prices were between $106.72 and $125.46, with an estimated average price of $117.52. The stock is now traded at around $106.910000. The impact to a portfolio due to this purchase was 0.42%. The holding were 13,161 shares as of 2021-12-31.

New Purchase: Waters Corp (WAT)

Symphony Financial, Ltd. Co. initiated holding in Waters Corp. The purchase prices were between $328.07 and $372.6, with an estimated average price of $349.79. The stock is now traded at around $325.400000. The impact to a portfolio due to this purchase was 0.33%. The holding were 3,239 shares as of 2021-12-31.

New Purchase: Philip Morris International Inc (PM)

Symphony Financial, Ltd. Co. initiated holding in Philip Morris International Inc. The purchase prices were between $85.94 and $98.85, with an estimated average price of $93.37. The stock is now traded at around $101.730000. The impact to a portfolio due to this purchase was 0.24%. The holding were 9,000 shares as of 2021-12-31.

New Purchase: Garmin Ltd (GRMN)

Symphony Financial, Ltd. Co. initiated holding in Garmin Ltd. The purchase prices were between $129.31 and $165.15, with an estimated average price of $144.08. The stock is now traded at around $132.780000. The impact to a portfolio due to this purchase was 0.17%. The holding were 4,704 shares as of 2021-12-31.

New Purchase: Weyerhaeuser Co (WY)

Symphony Financial, Ltd. Co. initiated holding in Weyerhaeuser Co. The purchase prices were between $35.71 and $41.18, with an estimated average price of $38.03. The stock is now traded at around $39.280000. The impact to a portfolio due to this purchase was 0.15%. The holding were 13,741 shares as of 2021-12-31.

Added: SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM)

Symphony Financial, Ltd. Co. added to a holding in SPDR Portfolio S&P 1500 Composite Stock Market ETF by 3274.89%. The purchase prices were between $52.79 and $58.74, with an estimated average price of $56.46. The stock is now traded at around $56.190000. The impact to a portfolio due to this purchase was 3.48%. The holding were 220,245 shares as of 2021-12-31.

Added: iShares Russell 2000 ETF (IWM)

Symphony Financial, Ltd. Co. added to a holding in iShares Russell 2000 ETF by 129.84%. The purchase prices were between $212.12 and $241.83, with an estimated average price of $225.48. The stock is now traded at around $207.830000. The impact to a portfolio due to this purchase was 1.99%. The holding were 82,537 shares as of 2021-12-31.

Added: iShares Core MSCI Emerging Markets ETF (IEMG)

Symphony Financial, Ltd. Co. added to a holding in iShares Core MSCI Emerging Markets ETF by 53.94%. The purchase prices were between $57.97 and $62.96, with an estimated average price of $60.63. The stock is now traded at around $60.150000. The impact to a portfolio due to this purchase was 1.55%. The holding were 264,909 shares as of 2021-12-31.

Added: SPDR Portfolio S&P 500 Growth ETF (SPYG)

Symphony Financial, Ltd. Co. added to a holding in SPDR Portfolio S&P 500 Growth ETF by 27.75%. The purchase prices were between $63.28 and $73.48, with an estimated average price of $69.79. The stock is now traded at around $67.150000. The impact to a portfolio due to this purchase was 1.53%. The holding were 349,111 shares as of 2021-12-31.

Added: iShares Core S&P Mid-Cap ETF (IJH)

Symphony Financial, Ltd. Co. added to a holding in iShares Core S&P Mid-Cap ETF by 54.18%. The purchase prices were between $264.89 and $289.53, with an estimated average price of $277.74. The stock is now traded at around $271.330000. The impact to a portfolio due to this purchase was 1.47%. The holding were 52,847 shares as of 2021-12-31.

Added: Vanguard Total Stock Market ETF (VTI)

Symphony Financial, Ltd. Co. added to a holding in Vanguard Total Stock Market ETF by 123.03%. The purchase prices were between $220.94 and $242.96, with an estimated average price of $235.47. The stock is now traded at around $230.450000. The impact to a portfolio due to this purchase was 1.39%. The holding were 37,536 shares as of 2021-12-31.

Sold Out: Vanguard Intermediate-Term Corporate Bond ETF (VCIT)

Symphony Financial, Ltd. Co. sold out a holding in Vanguard Intermediate-Term Corporate Bond ETF. The sale prices were between $91.63 and $93.58, with an estimated average price of $92.71.

Sold Out: InMode Ltd (INMD)

Symphony Financial, Ltd. Co. sold out a holding in InMode Ltd. The sale prices were between $63.78 and $97.86, with an estimated average price of $80.18.

Sold Out: ASML Holding NV (ASML)

Symphony Financial, Ltd. Co. sold out a holding in ASML Holding NV. The sale prices were between $712.94 and $879.12, with an estimated average price of $795.43.

Sold Out: Nucor Corp (NUE)

Symphony Financial, Ltd. Co. sold out a holding in Nucor Corp. The sale prices were between $95.99 and $119.67, with an estimated average price of $109.69.

Sold Out: Laboratory Corp of America Holdings (LH)

Symphony Financial, Ltd. Co. sold out a holding in Laboratory Corp of America Holdings. The sale prices were between $271.6 and $314.21, with an estimated average price of $288.43.

Sold Out: Activision Blizzard Inc (ATVI)

Symphony Financial, Ltd. Co. sold out a holding in Activision Blizzard Inc. The sale prices were between $57.28 and $81.19, with an estimated average price of $68.02.



Here is the complete portfolio of Symphony Financial, Ltd. Co.. Also check out:

1. Symphony Financial, Ltd. Co.'s Undervalued Stocks
2. Symphony Financial, Ltd. Co.'s Top Growth Companies, and
3. Symphony Financial, Ltd. Co.'s High Yield stocks
4. Stocks that Symphony Financial, Ltd. Co. keeps buying
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