Symphony Financial, Ltd. Co. Purchases in Q3 2024

Symphony Financial, Ltd. Co.

  • $608 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.93K
+ 5.76%
$33.74 - $37.96 $200K - $225K
109K $4.09M
MKC
Mccormick & CO Inc

Consumer Defensive
5.71K
New
$69.44 - $84.76 $397K - $484K
5.71K $469K
O
Realty Income Corp

Real Estate
251
+ 0.6%
$52.36 - $63.42 $13.1K - $15.9K
42.2K $2.68M
CMI
Cummins Inc

Industrials
778
+ 18.13%
$266.63 - $326.4 $207K - $254K
5.07K $1.64M
CRM
Salesforce, Inc.

Technology
744
+ 5.26%
$238.42 - $276.53 $177K - $206K
14.9K $4.08M
ABBV
Abb Vie Inc.

Healthcare
493
+ 3.8%
$163.84 - $199.33 $80.8K - $98.3K
13.5K $2.66M
JPM
Jpmorgan Chase & CO

Financial Services
1.26K
+ 6.36%
$194.9 - $224.8 $246K - $284K
21.1K $4.45M
PEG
Public Service Enterprise Group Inc

Utilities
2.28K
+ 17.38%
$73.58 - $89.21 $168K - $204K
15.4K $1.38M
T
At&T Inc.

Communication Services
4.86K
+ 4.78%
$18.21 - $22.28 $88.5K - $108K
106K $2.34M
BMY
Bristol Myers Squibb CO

Healthcare
4.75K
+ 36.4%
$39.66 - $51.75 $188K - $246K
17.8K $921K
GBIL
Goldman Sachs Access Treasury

ETFs
3.65K
New
$99.7 - $100.3 $364K - $366K
3.65K $366K
BAX
Baxter International Inc

Healthcare
8.28K
+ 93.88%
$32.85 - $40.26 $272K - $333K
17.1K $649K
BTI
British American Tobacco P.L.C.

Consumer Defensive
9.48K
New
$31.07 - $39.36 $294K - $373K
9.48K $346K
ENB
Enbridge Inc

Energy
8.26K
New
$35.27 - $41.18 $291K - $340K
8.26K $335K
NDSN
Nordson Corp

Industrials
785
+ 19.21%
$225.0 - $262.63 $177K - $206K
4.87K $1.28M
SO
Southern CO

Utilities
741
+ 3.83%
$77.0 - $90.52 $57.1K - $67.1K
20.1K $1.81M
IP
International Paper CO

Consumer Cyclical
3.1K
+ 11.85%
$42.55 - $49.98 $132K - $155K
29.2K $1.43M
RTX
Raytheon Technologies Corp

Industrials
45
+ 0.32%
$99.55 - $123.34 $4.48K - $5.55K
14.1K $1.71M
MS
Morgan Stanley

Financial Services
2.54K
+ 68.47%
$92.07 - $106.96 $234K - $272K
6.25K $651K
MET
Metlife Inc

Financial Services
3.53K
New
$67.96 - $82.48 $240K - $291K
3.53K $291K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.81K
+ 2.87%
$50.25 - $50.74 $242K - $244K
173K $8.76M
LLY
Eli Lilly & CO

Healthcare
432
+ 8.93%
$772.14 - $960.02 $334K - $415K
5.27K $4.67M
ITW
Illinois Tool Works Inc

Industrials
559
+ 10.33%
$233.14 - $263.97 $130K - $148K
5.97K $1.56M
OKE
Oneok Inc

Energy
1.79K
+ 14.61%
$78.62 - $95.27 $140K - $170K
14K $1.28M
ADP
Automatic Data Processing Inc

Industrials
835
+ 64.48%
$233.44 - $279.45 $195K - $233K
2.13K $589K
TFC
Truist Financial Corp

Financial Services
3.47K
+ 14.01%
$38.22 - $44.94 $133K - $156K
28.2K $1.21M
LEN
Lennar Corp

Consumer Cyclical
424
+ 9.78%
$142.5 - $192.45 $60.4K - $81.6K
4.76K $892K
XOM
Exxon Mobil Corp

Energy
624
+ 0.79%
$109.72 - $119.0 $68.5K - $74.3K
79.6K $9.33M
BAH
Booz Allen Hamilton Holding Corp

Industrials
1.45K
New
$138.82 - $162.76 $201K - $236K
1.45K $235K
HDV
Ishares Core High Dividend ETF

ETFs
1.97K
New
$107.62 - $118.76 $212K - $234K
1.97K $231K
MPWR
Monolithic Power Systems Inc

Technology
198
+ 43.42%
$757.04 - $947.16 $150K - $188K
654 $604K
PEAK
Healthpeak Properties, Inc.

Real Estate
12.1K
New
N/A
12.1K $229K
BKMC
Bny Mellon ETF Tr Us Mid Cap C

ETFs
2.22K
New
$92.01 - $101.97 $204K - $226K
2.22K $226K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
5.46K
New
$39.37 - $41.68 $215K - $227K
5.46K $225K
PFE
Pfizer Inc

Healthcare
6.59K
+ 19.08%
$27.7 - $31.39 $182K - $207K
41.1K $1.19M
XEL
Xcel Energy Inc

Utilities
3.35K
New
$52.11 - $65.3 $175K - $219K
3.35K $219K
NOC
Northrop Grumman Corp

Industrials
404
New
$423.73 - $533.14 $171K - $215K
404 $213K
FAST
Fastenal CO

Industrials
1.53K
+ 12.8%
$62.09 - $71.83 $94.9K - $110K
13.5K $961K
SNY
Sanofi

Healthcare
3.59K
New
$48.54 - $58.53 $174K - $210K
3.59K $207K
V
Visa Inc.

Financial Services
264
+ 2.46%
$253.74 - $291.56 $67K - $77K
11K $3.02M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
757
New
$233.4 - $302.36 $177K - $229K
757 $205K
URI
United Rentals, Inc.

Industrials
253
New
$627.41 - $814.1 $159K - $206K
253 $204K
MSI
Motorola Solutions, Inc.

Technology
451
New
$385.65 - $450.49 $174K - $203K
451 $202K
EPD
Enterprise Products Partners L.P.

Energy
6.82K
New
$27.88 - $30.0 $190K - $205K
6.82K $198K
PEP
Pepsico Inc

Consumer Defensive
802
+ 6.7%
$161.9 - $179.3 $130K - $144K
12.8K $2.17M
WY
Weyerhaeuser CO

Real Estate
3.36K
+ 21.91%
$27.05 - $33.84 $90.8K - $114K
18.7K $631K
GD
General Dynamics Corp

Industrials
396
+ 7.19%
$279.51 - $308.09 $111K - $122K
5.91K $1.78M
PH
Parker Hannifin Corp

Industrials
10
+ 0.71%
$501.01 - $635.92 $5.01K - $6.36K
1.43K $900K
APD
Air Products & Chemicals, Inc.

Basic Materials
230
+ 7.98%
$247.34 - $300.11 $56.9K - $69K
3.11K $926K
Activity Summary
Buys All Purchases 145 New Holdings 29 Increased Positions 116 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 0
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