Symphony Financial Services, Inc. Portfolio Holdings

Symphony Financial Services, Inc.

  • $124 Billion
  • Q4 2024

Symphony Financial Services, Inc. has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $124 Billion distributed in 80 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Janus Detroit Str Tr Janus Hen with a value of $14.8B, Janus Detroit Str Tr Henderson with a value of $10.7B, Principal ETF U S Mega Cap with a value of $9.01B, Apple Inc. with a value of $7.89B, and Global X Fds Us Infrastructure with a value of $7.44B.

Examining the 13F form we can see an increase of $6.87B in the current position value, from $118B to 124B.

Symphony Financial Services, Inc. is based out at Akron, OH

Below you can find more details about Symphony Financial Services, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $124 Billion
ETFs: $80.6 Billion
Technology: $15.4 Billion
Financial Services: $7.62 Billion
Consumer Cyclical: $4.52 Billion
Healthcare: $2.94 Billion
Communication Services: $2.18 Billion
Consumer Defensive: $1.87 Billion
Industrials: $1.87 Billion
Other: $1.93 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$14.8 Billion 11.88% of portfolio
291,599
Q4 2024 Added 39.5%
$0
$10.7 Billion 8.59% of portfolio
241,843
Q4 2024 Reduced 13.84%
$0
$9.01 Billion 7.24% of portfolio
150,123
Q4 2024 Added 2.61%
$0
$7.44 Billion 5.98% of portfolio
184,127
Q4 2024 Added 0.7%
$0
$4.47 Billion 3.59% of portfolio
19,007
Q4 2024 Added 29.34%
$0
$3.92 Billion 3.15% of portfolio
69,331
Q4 2024 Added 12.7%
$0
$3.48 Billion 2.79% of portfolio
27,041
Q4 2024 Reduced 0.33%
$0
$3.18 Billion 2.55% of portfolio
25,717
Q4 2024 Added 20.02%
$0
$2.52 Billion 2.02% of portfolio
4,926
Q4 2024 Reduced 13.44%
$0
$2.48 Billion 1.99% of portfolio
3,987
Q4 2024 Reduced 1.19%
$0
$2.29 Billion 1.84% of portfolio
28,264
Q4 2024 Reduced 12.76%
$0
$2.2 Billion 1.77% of portfolio
72,250
Q4 2024 New
$0
$1.86 Billion 1.49% of portfolio
7,663
Q4 2024 Added 0.7%
$0
$1.8 Billion 1.44% of portfolio
20,225
Q4 2024 Added 8.21%
$0
$1.5 Billion 1.21% of portfolio
3,744
Q4 2024 Added 3.17%
$0
$911 Million 0.73% of portfolio
20,836
Q4 2024 Reduced 25.18%
$0
$714 Million 0.57% of portfolio
10,654
Q4 2024 Added 2.27%
$0
$658 Million 0.53% of portfolio
6,687
Q4 2024 Reduced 0.18%
$0
$611 Million 0.49% of portfolio
11,503
Q4 2024 Added 1.77%
$0
$540 Million 0.43% of portfolio
9,264
Q4 2024 Added 0.54%
$0
$385 Million 0.31% of portfolio
2,647
Q4 2024 Added 0.95%
$0
$333 Million 0.27% of portfolio
5,577
Q4 2024 Added 0.41%
$0
$325 Million 0.26% of portfolio
12,725
Q4 2024 New
$0
$295 Million 0.24% of portfolio
3,633
Q4 2024 Reduced 3.17%
$0
$281 Million 0.23% of portfolio
2,134
Q4 2024 Added 1.28%
$0
$270 Million 0.22% of portfolio
7,761
Q4 2024 Reduced 13.41%
$0
$258 Million 0.21% of portfolio
11,000
Q4 2024 Reduced 30.16%
$0
$265 Million 0.21% of portfolio
485
Q4 2024 Reduced 79.58%
$0
$266 Million 0.21% of portfolio
4,798
Q4 2024 Reduced 2.02%
$0
$250 Million 0.2% of portfolio
4,006
Q4 2024 Reduced 40.2%
$0
$252 Million 0.2% of portfolio
1,829
Q4 2024 Reduced 30.54%
$0
$252 Million 0.2% of portfolio
1,415
Q4 2024 Reduced 3.15%
$0
$235 Million 0.19% of portfolio
3,706
Q2 2024 New
$0
$235 Million 0.19% of portfolio
3,583
Q4 2024 Added 4.37%
$90.9B
$223 Million 0.18% of portfolio
919
Q3 2024 New
$0
$223 Million 0.18% of portfolio
2,321
Q4 2024 New
$0
$225 Million 0.18% of portfolio
15,433
Q4 2024 Added 2.19%
$0
$202 Million 0.16% of portfolio
1,151
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 80
  • Current Value $124 Billion
  • Prior Value $118 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
Track This Portfolio

Track Symphony Financial Services, Inc. Portfolio

Follow Symphony Financial Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Symphony Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Symphony Financial Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email