Symphony Financial, Ltd. Co. Incresed Positions in Q3 2025

Symphony Financial, Ltd. Co.

  • $816 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DUK
Duke Energy Corp

Utilities
792
+ 5.3%
$116.31 - $125.93 $92.1K - $99.7K
15.7K $1.95M
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
PNC
Pnc Financial Services Group, Inc.

Financial Services
360
+ 24.44%
$185.88 - $207.44 $66.9K - $74.7K
1.83K $368K
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
TPHD
Timothy Plan High Divid Stk Et

ETFs
1.59K
+ 19.25%
$38.0 - $39.42 $60.5K - $62.7K
9.86K $387K
UAL
United Airlines Holdings, Inc.

Industrials
360
+ 15.16%
$80.05 - $109.36 $28.8K - $39.4K
2.73K $263K
ITA
Ishares Tr

ETFs
99
+ 3.82%
$184.73 - $209.26 $18.3K - $20.7K
2.69K $562K
ENB
Enbridge Inc

Energy
374
+ 4.03%
$43.79 - $50.46 $16.4K - $18.9K
9.66K $487K
ABT
Abbott Laboratories

Healthcare
683
+ 4.88%
$120.51 - $136.62 $82.3K - $93.3K
14.7K $1.97M
KO
Coca Cola CO

Consumer Defensive
2.41K
+ 10.08%
$65.67 - $71.67 $158K - $173K
26.4K $1.75M
UBER
Uber Technologies, Inc

Technology
381
+ 14.88%
$86.91 - $99.57 $33.1K - $37.9K
2.94K $288K
VLUE
Ishares Msci Usa Value Factor

ETFs
50
+ 1.36%
$111.55 - $125.05 $5.58K - $6.25K
3.74K $467K
WMB
Williams Companies, Inc.

Energy
660
+ 22.05%
$56.52 - $64.01 $37.3K - $42.2K
3.65K $231K
AEP
American Electric Power CO Inc

Utilities
72
+ 2.22%
$103.26 - $115.0 $7.43K - $8.28K
3.31K $372K
TXN
Texas Instruments Inc

Technology
177
+ 1.99%
N/A
9.07K $1.77M
IP
International Paper CO

Consumer Cyclical
799
+ 6.83%
$45.32 - $55.68 $36.2K - $44.5K
12.5K $579K
BKHY
Bny Mellon ETF Tr High Yield B

ETFs
372
+ 3.34%
$47.83 - $48.77 $17.8K - $18.1K
11.5K $559K
FANG
Diamondback Energy, Inc.

Energy
25
+ 1.28%
$134.53 - $152.5 $3.36K - $3.81K
1.98K $283K
CLOI
Vaneck ETF Tr

ETFs
238
+ 1.96%
$52.8 - $53.1 $12.6K - $12.6K
12.4K $657K
GILD
Gilead Sciences, Inc.

Healthcare
114
+ 3.02%
$108.22 - $120.47 $12.3K - $13.7K
3.89K $431K
TPIF
Timothy Plan Intl ETF (De)

ETFs
88
+ 1.09%
$31.81 - $33.66 $2.8K - $2.96K
8.17K $272K
JCI
Johnson Controls International PLC

Industrials
19
+ 0.81%
$103.24 - $111.73 $1.96K - $2.12K
2.36K $259K
EXC
Exelon Corp

Utilities
101
+ 2.06%
$42.73 - $45.54 $4.32K - $4.6K
5.01K $225K
BND
Vanguard Bd Index Fd Inc Total

ETFs
110
+ 1.83%
$72.57 - $74.72 $7.98K - $8.22K
6.13K $455K
IWP
Ishares Russell Mid Cap Growth

ETFs
1
+ 0.07%
$137.51 - $145.26 $138 - $145
1.47K $209K
EPD
Enterprise Products Partners L.P.

Energy
122
+ 1.7%
$30.74 - $32.14 $3.75K - $3.92K
7.29K $227K
TGTX
Tg Therapeutics, Inc.

Healthcare
3
+ 0.03%
$26.39 - $39.19 $79.2 - $118
11K $397K
First Tr Exchange Traded Fd
6.21K
+ 5.35%
N/A
122K $0
Gsk PLC
408
+ 7.08%
N/A
6.17K $0
Pgim ETF Tr
2K
+ 30.37%
N/A
8.58K $0
Ishares Bitcoin Trust ETF
3.39K
+ 332.48%
N/A
4.41K $0
Arista Networks Inc
1.73K
+ 119.67%
N/A
3.18K $0
MVO
Mv Oil Trust

Energy
1.01K
+ 1.47%
$5.58 - $6.17 $5.63K - $6.23K
69.5K $388K
T
At&T Inc.

Communication Services
2.4K
+ 2.07%
$26.94 - $29.62 $64.5K - $70.9K
118K $3.33M
PG
Procter & Gamble CO

Consumer Defensive
257
+ 1.9%
$150.47 - $161.22 $38.7K - $41.4K
13.8K $2.12M
OKE
Oneok Inc

Energy
488
+ 4.87%
$71.36 - $83.47 $34.8K - $40.7K
10.5K $767K
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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