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
ENB
Enbridge Inc

Energy
612
+ 7.41%
$40.4 - $43.92 $24.7K - $26.9K
8.87K $376K
AMAT
Applied Materials Inc

Technology
840
+ 34.48%
$161.44 - $213.89 $136K - $180K
3.28K $532K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
2.04K
+ 8.07%
$26.55 - $27.32 $54.1K - $55.7K
27.3K $728K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
12K
+ 11.03%
$34.13 - $37.35 $410K - $449K
121K $4.13M
ADI
Analog Devices Inc

Technology
251
+ 21.42%
$206.35 - $236.48 $51.8K - $59.4K
1.42K $302K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
539
+ 3.7%
$59.74 - $60.03 $32.2K - $32.4K
15.1K $901K
GE
General Electric CO

Industrials
375
+ 18.61%
$159.95 - $194.23 $60K - $72.8K
2.39K $398K
EPD
Enterprise Products Partners L.P.

Energy
116
+ 1.7%
$28.66 - $34.43 $3.32K - $3.99K
6.94K $217K
PEG
Public Service Enterprise Group Inc

Utilities
1.06K
+ 6.89%
$81.87 - $94.51 $87K - $100K
16.5K $1.39M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
86
+ 0.27%
$33.92 - $36.6 $2.92K - $3.15K
32.4K $1.12M
DGRO
Ishares Core Dividend Growth E

ETFs
272
+ 4.88%
$60.73 - $64.94 $16.5K - $17.7K
5.84K $358K
APD
Air Products & Chemicals, Inc.

Basic Materials
106
+ 3.41%
$285.5 - $335.62 $30.3K - $35.6K
3.22K $933K
INDA
Ishares Msci India Index Fund

ETFs
965
+ 12.84%
$52.64 - $58.16 $50.8K - $56.1K
8.48K $446K
CLOI
Vaneck ETF Tr

ETFs
160
+ 1.39%
$52.7 - $53.15 $8.43K - $8.5K
11.6K $614K
AVEM
American Centy ETF Tr Avantis

ETFs
981
+ 10.64%
$58.59 - $66.14 $57.5K - $64.9K
10.2K $599K
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
18
+ 0.27%
$38.17 - $42.95 $687 - $773
6.66K $260K
Gsk PLC
209
+ 2.55%
N/A
8.4K $0
ABEV
Ambev S.A.

Consumer Defensive
2.87K
+ 25.51%
$1.85 - $2.56 $5.3K - $7.34K
14.1K $26K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
1.84K
+ 11.28%
$27.09 - $32.06 $49.7K - $58.9K
18.1K $507K
VLUE
Ishares Msci Usa Value Factor

ETFs
53
+ 1.51%
$104.01 - $115.38 $5.51K - $6.12K
3.57K $376K
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
32
+ 0.41%
$42.7 - $46.33 $1.37K - $1.48K
7.79K $333K
TPHD
Timothy Plan High Divid Stk Et

ETFs
49
+ 0.67%
$35.89 - $39.51 $1.76K - $1.94K
7.35K $267K
GLD
Spdr Gold Trust

ETFs
49
+ 0.16%
$236.59 - $257.5 $11.6K - $12.6K
29.8K $7.21M
UBER
Uber Technologies, Inc

Technology
1.92K
+ 20.41%
$59.93 - $86.34 $115K - $166K
11.3K $682K
WM
Waste Management Inc

Industrials
10
+ 0.24%
$201.79 - $228.46 $2.02K - $2.28K
4.2K $846K
KMB
Kimberly Clark Corp

Consumer Defensive
1
+ 0.04%
$130.37 - $146.09 $130 - $146
2.62K $343K
HD
Home Depot, Inc.

Consumer Cyclical
534
+ 3.65%
$385.02 - $431.37 $206K - $230K
15.2K $5.9M
MMM
3 M CO

Industrials
247
+ 1.75%
$124.74 - $137.12 $30.8K - $33.9K
14.3K $1.85M
TX
Ternium S.A.

Basic Materials
201
+ 1.75%
$28.78 - $37.56 $5.78K - $7.55K
11.7K $339K
NDSN
Nordson Corp

Industrials
726
+ 14.9%
$208.83 - $264.36 $152K - $192K
5.6K $1.17M
MPWR
Monolithic Power Systems Inc

Technology
179
+ 27.37%
$560.06 - $942.58 $100K - $169K
833 $492K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
3.04K
+ 1.06%
$28.6 - $29.27 $87.1K - $89.1K
291K $8.35M
CAT
Caterpillar Inc

Industrials
79
+ 1.16%
$360.37 - $416.88 $28.5K - $32.9K
6.87K $2.49M
GD
General Dynamics Corp

Industrials
70
+ 1.19%
$260.28 - $314.03 $18.2K - $22K
5.98K $1.57M
IRM
Iron Mountain Inc

Real Estate
230
+ 1.31%
$101.62 - $128.14 $23.4K - $29.5K
17.8K $1.87M
ABBV
Abb Vie Inc.

Healthcare
102
+ 0.76%
$164.99 - $203.87 $16.8K - $20.8K
13.6K $2.41M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
262
+ 0.23%
$91.94 - $100.02 $24.1K - $26.2K
113K $10.4M
ADBE
Adobe Inc.

Technology
22
+ 0.43%
$437.39 - $552.96 $9.62K - $12.2K
5.19K $2.31M
IEFA
Ishares Tr

ETFs
9.36K
+ 6.03%
$70.06 - $77.43 $656K - $725K
165K $11.6M
PANW
Palo Alto Networks Inc

Technology
1.55K
+ 21.14%
$181.96 - $405.9 $282K - $630K
8.89K $1.62M
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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