Symphony Financial Services, Inc. Sells in Q4 2024

Symphony Financial Services, Inc.

  • $124 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JMBS
Janus Detroit Str Tr Henderson

ETFs
-38.9K
- 13.84%
$44.03 - $46.65 $1.71M - $1.81M
242K $10.7B
OUSM
Alps ETF Tr Oshares U S Small

ETFs
-7.01K
- 25.18%
$43.6 - $47.2 $306K - $331K
20.8K $911M
LLY
Eli Lilly & CO

Healthcare
-293
- 27.43%
$727.2 - $932.06 $213K - $273K
775 $597M
Pimco ETF Tr
-1.65K
- 0.76%
N/A
216K $5.59B
XLV
Select Sector Spdr Fund Health

ETFs
-804
- 30.54%
$136.28 - $154.74 $110K - $124K
1.83K $252M
XOM
Exxon Mobil Corp

Energy
-139
- 1.61%
$105.51 - $125.37 $14.7K - $17.4K
8.5K $914M
UNH
Unitedhealth Group Inc

Healthcare
-261
- 25.29%
$485.52 - $625.25 $127K - $163K
771 $390M
MSFT
Microsoft Corp

Technology
-1.94K
- 20.3%
$406.35 - $454.46 $788K - $881K
7.61K $3.22B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-4.13K
- 12.76%
$80.93 - $85.66 $334K - $354K
28.3K $2.29B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.69K
- 40.2%
$61.68 - $67.87 $166K - $183K
4.01K $250M
PGR
Progressive Corp

Financial Services
-23
- 0.83%
$239.6 - $268.88 $5.51K - $6.18K
2.75K $660M
SBUX
Starbucks Corp

Consumer Cyclical
-118
- 2.58%
$87.44 - $102.5 $10.3K - $12.1K
4.45K $406M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.89K
- 79.58%
$521.84 - $558.82 $986K - $1.06M
485 $265M
LOW
Lowes Companies Inc

Consumer Cyclical
-580
- 34.63%
$244.52 - $284.07 $142K - $165K
1.1K $270M
DEF
Invesco Et Self Idxd Fd Tr Def

ETFs
-119
- 3.17%
N/A
3.63K $295M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-12
- 0.18%
$98.47 - $109.35 $1.18K - $1.31K
6.69K $658M
HD
Home Depot, Inc.

Consumer Cyclical
-732
- 35.28%
$385.02 - $431.37 $282K - $316K
1.34K $523M
PG
Procter & Gamble CO

Consumer Defensive
-143
- 5.7%
$161.05 - $179.7 $23K - $25.7K
2.36K $396M
MO
Altria Group, Inc.

Consumer Defensive
-1.08K
- 11.03%
$49.06 - $57.74 $53.1K - $62.5K
8.73K $456M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-46
- 3.15%
$176.42 - $186.91 $8.12K - $8.6K
1.42K $252M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-4.75K
- 30.16%
$23.29 - $23.93 $111K - $114K
11K $258M
ETN
Eaton Corp PLC

Industrials
-19
- 2.34%
$326.96 - $377.52 $6.21K - $7.17K
794 $264M
PHYL
Pgim ETF Tr

ETFs
-1.2K
- 13.41%
$34.74 - $35.59 $41.8K - $42.8K
7.76K $270M
T
At&T Inc.

Communication Services
-4.45K
- 33.43%
$21.22 - $23.88 $94.5K - $106K
8.87K $201M
KBE
Spdr S&P Bank ETF

ETFs
-99
- 2.02%
$51.33 - $62.76 $5.08K - $6.21K
4.8K $266M
IYW
Ishares Dj Us Tech ETF

ETFs
-148
- 3.01%
$148.14 - $166.23 $21.9K - $24.6K
4.76K $760M
META
Meta Platforms, Inc.

Communication Services
-270
- 16.24%
$554.08 - $632.68 $150K - $171K
1.39K $813M
COST
Costco Wholesale Corp

Consumer Defensive
-311
- 36.0%
$873.59 - $994.69 $272K - $309K
553 $510M
MA
Mastercard Inc

Financial Services
-34
- 2.7%
$491.3 - $536.15 $16.7K - $18.2K
1.23K $645M
GOOGL
Alphabet Inc.

Communication Services
-290
- 16.67%
$161.86 - $196.66 $46.9K - $57K
1.45K $275M
EW
Edwards Lifesciences Corp

Healthcare
-25
- 0.31%
$64.54 - $75.92 $1.61K - $1.9K
7.93K $587M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-90
- 0.33%
$124.26 - $134.12 $11.2K - $12.1K
27K $3.48B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-765
- 13.44%
$481.22 - $538.17 $368K - $412K
4.93K $2.52B
VGT
Vanguard Information Technolog

ETFs
-48
- 1.19%
$571.78 - $647.97 $27.4K - $31.1K
3.99K $2.48B
TSLA
Tesla, Inc.

Consumer Cyclical
-1.03K
- 61.78%
$213.65 - $479.86 $219K - $492K
634 $283M
NFLX
Netflix Inc

Communication Services
-20
- 1.96%
$687.65 - $936.56 $13.8K - $18.7K
1K $893M
NVDA
Nvidia Corp

Technology
-4.11K
- 11.46%
$117.0 - $148.88 $480K - $611K
31.7K $4.25B
AMZN
Amazon Com Inc

Consumer Cyclical
-985
- 7.57%
$180.88 - $232.93 $178K - $229K
12K $2.64B
V
Visa Inc.

Financial Services
-247
- 2.23%
$273.87 - $320.91 $67.6K - $79.3K
10.8K $3.43B
AAPL
Apple Inc.

Technology
-1.61K
- 4.88%
$221.69 - $259.02 $357K - $418K
31.5K $7.89B
Activity Summary
Buys All Purchases 34 New Holdings 6 Increased Positions 28 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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