Symphony Financial, Ltd. Co. Purchases in Q3 2025

Symphony Financial, Ltd. Co.

  • $816 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IWB
Ishares Tr Russell 1000 ETF

ETFs
843
New
$339.37 - $366.46 $286K - $309K
843 $308K
FIX
Comfort Systems Usa Inc

Industrials
357
New
$521.66 - $825.18 $186K - $295K
357 $294K
FNDA
Schwab Fundamental U S Small C

ETFs
9.14K
+ 31527.59%
$28.75 - $31.93 $263K - $292K
9.17K $285K
PRF
Invesco Exchange Traded Fd Tr

ETFs
6.14K
+ 535.57%
$42.04 - $45.23 $258K - $278K
7.29K $329K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
4.87K
+ 1.63%
$28.95 - $29.73 $141K - $145K
304K $9.03M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
5.25K
New
$49.0 - $51.91 $257K - $273K
5.25K $272K
MDT
Medtronic PLC

Healthcare
2.64K
+ 175.25%
$87.67 - $95.74 $232K - $253K
4.15K $395K
TRGP
Targa Resources Corp.

Energy
1.57K
New
$160.52 - $174.4 $252K - $274K
1.57K $263K
MU
Micron Technology Inc

Technology
1.49K
New
$104.88 - $168.89 $156K - $252K
1.49K $249K
SYY
Sysco Corp

Consumer Defensive
3K
New
$76.33 - $82.51 $229K - $248K
3K $247K
SCHX
Schwab Strategic Tr Us Large C

ETFs
9.11K
+ 37975.0%
$24.46 - $26.5 $223K - $242K
9.14K $240K
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
5.51K
New
$42.16 - $43.5 $232K - $240K
5.51K $239K
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.1K
New
$171.01 - $228.24 $188K - $251K
1.1K $235K
GM
General Motors CO

Consumer Cyclical
3.52K
+ 225.21%
$48.89 - $61.24 $172K - $216K
5.08K $309K
DGRO
Ishares Core Dividend Growth E

ETFs
2.77K
+ 27.79%
$64.12 - $68.08 $177K - $188K
12.7K $866K
FAST
Fastenal CO

Industrials
687
+ 2.53%
$42.47 - $50.39 $29.2K - $34.6K
27.9K $1.37M
MUB
Ishares National Muni Bond ETF

ETFs
1.54K
+ 5.49%
$103.24 - $106.68 $159K - $164K
29.6K $3.15M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
884
+ 1.81%
$62.09 - $66.51 $54.9K - $58.8K
49.7K $3.24M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.14K
+ 80.65%
$42.67 - $46.91 $177K - $194K
9.28K $434K
MPC
Marathon Petroleum Corp

Energy
1.08K
New
$158.59 - $198.69 $172K - $215K
1.08K $208K
DG
Dollar General Corp

Consumer Defensive
2K
New
$101.86 - $116.32 $203K - $232K
2K $206K
FNDF
Schwab Fundamental Intl Large

ETFs
4.81K
New
$39.84 - $43.15 $192K - $208K
4.81K $206K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.71K
New
$110.74 - $122.12 $189K - $208K
1.71K $206K
O
Realty Income Corp

Real Estate
852
+ 1.78%
$56.13 - $60.79 $47.8K - $51.8K
48.6K $2.96M
MSI
Motorola Solutions, Inc.

Technology
446
New
$408.73 - $490.3 $182K - $219K
446 $203K
AJG
Arthur J. Gallagher & Co.

Financial Services
655
New
$284.17 - $319.49 $186K - $209K
655 $202K
FNDX
Schwab Fundamental U S Large C

ETFs
7.49K
+ 1041.72%
$24.38 - $26.34 $183K - $197K
8.21K $215K
PSX
Phillips 66

Energy
806
+ 15.37%
$118.37 - $139.46 $95.4K - $112K
6.05K $822K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.7K
+ 3.83%
$35.42 - $38.65 $60.3K - $65.8K
46.2K $1.75M
DUK
Duke Energy Corp

Utilities
792
+ 5.3%
$116.31 - $125.93 $92.1K - $99.7K
15.7K $1.95M
PCG
Pg&E Corp

Utilities
12K
New
$13.0 - $15.73 $157K - $189K
12K $181K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
4.23K
+ 87.38%
$39.58 - $40.74 $168K - $172K
9.08K $368K
TFC
Truist Financial Corp

Financial Services
2.24K
+ 8.94%
$42.83 - $47.07 $95.9K - $105K
27.3K $1.25M
BAC
Bank Of America Corp

Financial Services
2.7K
+ 39.81%
$44.92 - $52.42 $121K - $141K
9.47K $488K
BKEM
Bny Mellon ETF Tr Emerging Mkt

ETFs
1.63K
+ 26.54%
$66.11 - $73.81 $108K - $120K
7.77K $570K
ITOT
Ishares Core S&P Total U.S. St

ETFs
444
+ 6.35%
$135.0 - $146.02 $59.9K - $64.8K
7.44K $1.08M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
129
+ 6.83%
$224.68 - $282.71 $29K - $36.5K
2.02K $563K
BKIE
Bny Mellon ETF Tr Internationa

ETFs
1.28K
+ 26.29%
$83.41 - $89.78 $107K - $115K
6.16K $551K
PEAK
Healthpeak Properties, Inc.

Real Estate
6.03K
+ 23.47%
N/A
31.7K $602K
ADT
Adt Inc.

Industrials
11K
New
$8.27 - $8.85 $90.8K - $97.2K
11K $95K
PNC
Pnc Financial Services Group, Inc.

Financial Services
360
+ 24.44%
$185.88 - $207.44 $66.9K - $74.7K
1.83K $368K
INDA
Ishares Msci India Index Fund

ETFs
2.47K
+ 25.54%
$51.98 - $55.84 $128K - $138K
12.1K $630K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.09K
+ 10.31%
$42.26 - $47.16 $45.9K - $51.2K
11.6K $537K
COP
Conocophillips

Energy
818
+ 36.29%
$91.0 - $98.99 $74.4K - $81K
3.07K $290K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
595
+ 3.07%
$24.02 - $27.91 $14.3K - $16.6K
20K $557K
BTI
British American Tobacco P.L.C.

Consumer Defensive
436
+ 4.48%
$46.69 - $59.27 $20.4K - $25.8K
10.2K $539K
AMD
Advanced Micro Devices Inc

Technology
148
+ 5.33%
$134.8 - $184.42 $20K - $27.3K
2.93K $473K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
1.28K
+ 8.67%
$59.81 - $60.11 $76.5K - $76.9K
16K $960K
TROW
Price T Rowe Group Inc

Financial Services
23
+ 0.19%
$98.67 - $111.52 $2.27K - $2.56K
12.1K $1.24M
Activity Summary
Buys All Purchases 135 New Holdings 34 Increased Positions 101 Sells All Sells 131 Reductions 131 Sold out 0 Options Calls 0 Puts 0
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