Symphony Financial, Ltd. Co. Portfolio Holdings
Symphony Financial, Ltd. Co.
- $608 Million
- Q3 2024
Symphony Financial, Ltd. Co. has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $608 Million distributed in 224 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 1500 Compos with a value of $35.8M, Spdr Portfolio with a value of $27.2M, Nvidia Corp with a value of $26.3M, Microsoft Corp with a value of $19.7M, and Apple Inc. with a value of $18.7M.
Examining the 13F form we can see an increase of $62.3M in the current position value, from $546M to 608M.
Below you can find more details about Symphony Financial, Ltd. Co. portfolio as well as his latest detailed transactions.
Portfolio value
$608 Million
ETFs: $293 Million
Technology: $98.4 Million
Financial Services: $34.3 Million
Consumer Cyclical: $31.7 Million
Consumer Defensive: $30.6 Million
Healthcare: $27.1 Million
Communication Services: $25.5 Million
Industrials: $24.2 Million
Other: $43.5 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 224
- Current Value $608 Million
- Prior Value $546 Million
- Filing
- Period Q3 2024
- Filing Date October 21, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 29 stocks
- Additional Purchases 116 stocks
- Sold out of 0 stocks
- Reduced holdings in 62 stocks