Symphony Financial, Ltd. Co. Purchases in Q4 2024

Symphony Financial, Ltd. Co.

  • $619 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PULS
Pgim ETF Tr

ETFs
255K
+ 746.24%
$49.51 - $49.79 $12.6M - $12.7M
289K $14.3M
NVDA
Nvidia Corp

Technology
29.5K
+ 13.64%
$117.0 - $148.88 $3.45M - $4.39M
246K $33M
GOOGL
Alphabet Inc.

Communication Services
9.54K
+ 26.35%
$161.86 - $196.66 $1.54M - $1.88M
45.7K $8.66M
MRK
Merck & Co., Inc.

Healthcare
26.4K
+ 242.01%
$96.31 - $114.76 $2.54M - $3.02M
37.2K $3.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.49K
+ 32.96%
$567.81 - $607.81 $1.98M - $2.12M
14.1K $8.26M
SPYG
Spdr Portfolio

ETFs
3.83K
+ 1.17%
$81.74 - $91.38 $313K - $350K
332K $29.2M
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
42.9K
+ 302.01%
$41.16 - $43.15 $1.77M - $1.85M
57.2K $2.36M
TSLA
Tesla, Inc.

Consumer Cyclical
597
+ 6.05%
$213.65 - $479.86 $128K - $286K
10.5K $4.23M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
16.8K
New
$96.64 - $101.23 $1.62M - $1.7M
16.8K $1.62M
META
Meta Platforms, Inc.

Communication Services
2.42K
+ 42.44%
$554.08 - $632.68 $1.34M - $1.53M
8.12K $4.79M
CRM
Salesforce, Inc.

Technology
878
+ 5.89%
$270.87 - $367.87 $238K - $323K
15.8K $5.28M
NFLX
Netflix Inc

Communication Services
696
+ 27.13%
$687.65 - $936.56 $479K - $652K
3.26K $2.91M
SPIB
Spdr Portfolio Intermediate Te

ETFs
33K
New
$32.65 - $33.68 $1.08M - $1.11M
33K $1.08M
MUB
Ishares National Muni Bond ETF

ETFs
10.2K
+ 39.3%
$105.78 - $108.7 $1.07M - $1.1M
36K $3.83M
IWM
Ishares Russell 2000 ETF

ETFs
3.78K
+ 5.43%
$216.13 - $242.4 $816K - $915K
73.4K $16.2M
PLTR
Palantir Technologies Inc.

Technology
11K
New
$36.46 - $82.38 $400K - $903K
11K $828K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1.63K
+ 0.32%
$69.3 - $74.3 $113K - $121K
513K $36.7M
TROW
Price T Rowe Group Inc

Financial Services
6.74K
+ 64.86%
$106.48 - $124.69 $718K - $841K
17.1K $1.94M
ORCL
Oracle Corp

Technology
5.08K
+ 24.21%
$165.41 - $192.43 $839K - $977K
26K $4.34M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
33K
+ 8.89%
$42.79 - $44.9 $1.41M - $1.48M
404K $17.3M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
26K
New
$27.8 - $29.05 $723K - $755K
26K $724K
SPMD
Spdr Portfolio

ETFs
11.9K
+ 6.4%
$54.13 - $59.56 $644K - $709K
198K $10.8M
BEN
Franklin Resources Inc

Financial Services
27K
+ 86.93%
$19.35 - $22.76 $522K - $614K
58K $1.18M
MS
Morgan Stanley

Financial Services
3.19K
+ 51.11%
$104.42 - $134.99 $333K - $431K
9.44K $1.19M
AVUV
American Centy ETF Tr Avantis

ETFs
4.41K
+ 2.73%
$94.37 - $106.41 $416K - $469K
166K $16M
MCHP
Microchip Technology Inc

Technology
8.89K
New
$55.51 - $79.05 $494K - $703K
8.89K $510K
ABT
Abbott Laboratories

Healthcare
4.41K
+ 51.43%
$111.93 - $119.39 $493K - $526K
13K $1.47M
BKMC
Bny Mellon ETF Tr Us Mid Cap C

ETFs
4.74K
+ 213.51%
$100.55 - $110.43 $477K - $523K
6.96K $706K
V
Visa Inc.

Financial Services
72
+ 0.66%
$273.87 - $320.91 $19.7K - $23.1K
11.1K $3.5M
MBB
Ishares Tr

ETFs
5.08K
New
$91.26 - $95.82 $464K - $487K
5.08K $466K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
9.45K
New
$44.33 - $49.55 $419K - $468K
9.45K $424K
AMD
Advanced Micro Devices Inc

Technology
4.2K
+ 194.35%
$118.88 - $172.8 $499K - $726K
6.36K $768K
IVV
Ishares Core S&P 500 ETF

ETFs
446
+ 3.77%
$570.51 - $610.59 $254K - $272K
12.3K $7.23M
MA
Mastercard Inc

Financial Services
153
+ 1.9%
$491.3 - $536.15 $75.2K - $82K
8.21K $4.32M
TGTX
Tg Therapeutics, Inc.

Healthcare
11K
New
$21.31 - $35.09 $234K - $386K
11K $331K
KLAC
Kla Corp

Technology
525
New
$614.46 - $829.55 $323K - $436K
525 $330K
HON
Honeywell International Inc

Industrials
1.06K
+ 26.95%
$202.84 - $236.0 $216K - $251K
5.01K $1.13M
BMY
Bristol Myers Squibb CO

Healthcare
4.04K
+ 22.7%
$51.92 - $59.94 $210K - $242K
21.8K $1.24M
BKHY
Bny Mellon ETF Tr High Yield B

ETFs
6.54K
New
$47.68 - $48.67 $312K - $318K
6.54K $311K
PGR
Progressive Corp

Financial Services
1.28K
New
$239.6 - $268.88 $306K - $344K
1.28K $306K
SNPS
Synopsys Inc

Technology
646
+ 156.42%
$485.36 - $588.0 $314K - $380K
1.06K $513K
PRF
Invesco Exchange Traded Fd Tr

ETFs
7.28K
New
$40.15 - $42.9 $292K - $312K
7.28K $293K
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.26K
New
$77.25 - $91.3 $252K - $298K
3.26K $278K
FNDA
Schwab Fundamental U S Small C

ETFs
9.17K
New
$29.26 - $59.11 $268K - $542K
9.17K $272K
CMI
Cummins Inc

Industrials
385
+ 7.6%
$324.93 - $383.42 $125K - $148K
5.45K $1.9M
LPX
Louisiana Pacific Corp

Industrials
2.5K
New
$98.02 - $120.27 $245K - $301K
2.5K $258K
IP
International Paper CO

Consumer Cyclical
1.71K
+ 5.85%
$46.64 - $59.57 $79.7K - $102K
30.9K $1.66M
BA
Boeing CO

Industrials
1.34K
New
$138.14 - $180.72 $186K - $243K
1.34K $237K
TRGP
Targa Resources Corp.

Energy
1.3K
New
$150.58 - $207.69 $195K - $269K
1.3K $231K
Activity Summary
Buys All Purchases 121 New Holdings 30 Increased Positions 91 Sells All Sells 93 Reductions 93 Sold out 0 Options Calls 0 Puts 0
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