Symphony Financial, Ltd. Co. Incresed Positions 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
META
Meta Platforms, Inc.

Communication Services
2.42K
+ 42.44%
$554.08 - $632.68 $1.34M - $1.53M
8.12K $4.79M
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
11.5K
+ 197.74%
$108.0 - $116.52 $1.24M - $1.34M
17.3K $1.94M
NFLX
Netflix Inc

Communication Services
696
+ 27.13%
$687.65 - $936.56 $479K - $652K
3.26K $2.91M
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
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
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
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
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
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
SNPS
Synopsys Inc

Technology
646
+ 156.42%
$485.36 - $588.0 $314K - $380K
1.06K $513K
CMI
Cummins Inc

Industrials
385
+ 7.6%
$324.93 - $383.42 $125K - $148K
5.45K $1.9M
IP
International Paper CO

Consumer Cyclical
1.71K
+ 5.85%
$46.64 - $59.57 $79.7K - $102K
30.9K $1.66M
CVX
Chevron Corp

Energy
1.94K
+ 6.77%
$141.15 - $162.53 $274K - $315K
30.6K $4.43M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.02K
+ 12.89%
$129.96 - $144.97 $132K - $148K
8.93K $1.24M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
12.1K
+ 4.9%
$51.09 - $55.27 $619K - $670K
260K $13.3M
OKE
Oneok Inc

Energy
564
+ 4.03%
$92.28 - $117.05 $52K - $66K
14.6K $1.46M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
3.19K
+ 2.41%
$65.67 - $69.79 $209K - $223K
136K $9.09M
UPS
United Parcel Service Inc

Industrials
1.79K
+ 39.62%
$122.65 - $138.35 $220K - $248K
6.31K $795K
AXP
American Express CO

Financial Services
37
+ 0.57%
$267.35 - $305.57 $9.89K - $11.3K
6.5K $1.93M
AVDE
American Centy ETF Tr Avantis

ETFs
18.6K
+ 10.73%
$60.9 - $66.69 $1.13M - $1.24M
191K $11.8M
TFC
Truist Financial Corp

Financial Services
1.87K
+ 6.63%
$41.51 - $48.1 $77.7K - $90K
30.1K $1.31M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
1
+ 0.03%
$107.98 - $143.92 $108 - $144
3.44K $461K
IEMG
Ishares Inc

ETFs
1.38K
+ 2.94%
N/A
48.4K $2.59M
PFE
Pfizer Inc

Healthcare
6.37K
+ 15.5%
$24.8 - $30.19 $158K - $192K
47.5K $1.26M
GILD
Gilead Sciences, Inc.

Healthcare
196
+ 4.43%
$83.95 - $97.9 $16.5K - $19.2K
4.62K $426K
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.27K
+ 5.36%
$71.75 - $75.11 $306K - $320K
83.9K $6.03M
MCD
Mcdonalds Corp

Consumer Cyclical
601
+ 7.15%
$288.47 - $316.54 $173K - $190K
9.01K $2.61M
PEAK
Healthpeak Properties, Inc.

Real Estate
2.55K
+ 21.08%
N/A
14.6K $277K
ADP
Automatic Data Processing Inc

Industrials
30
+ 1.41%
$280.08 - $307.97 $8.4K - $9.24K
2.16K $632K
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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