Symphony Financial, Ltd. Co. Portfolio Holdings
Symphony Financial, Ltd. Co.
- $816 Million
- Q3 2025
Symphony Financial, Ltd. Co. has filed its 13F form on October 31, 2025 for Q3 2025 where it was disclosed a total value porftolio of $816 Million distributed in 270 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 $49.5M, Nvidia Corp with a value of $43.7M, Spdr Portfolio with a value of $33.9M, Microsoft Corp with a value of $26.9M, and Apple Inc. with a value of $24M.
Examining the 13F form we can see an decrease of $327M in the current position value, from $1.14B to 816M.
Below you can find more details about Symphony Financial, Ltd. Co. portfolio as well as his latest detailed transactions.
Portfolio value
$816 Million
ETFs: $404 Million
Technology: $144 Million
Communication Services: $45.1 Million
Consumer Cyclical: $44.5 Million
Financial Services: $42.9 Million
Healthcare: $36.1 Million
Consumer Defensive: $30.6 Million
Industrials: $27.6 Million
Other: $40.4 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 270
- Current Value $816 Million
- Prior Value $1.14 Billion
- Filing
- Period Q3 2025
- Filing Date October 31, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 34 stocks
- Additional Purchases 101 stocks
- Sold out of 0 stocks
- Reduced holdings in 131 stocks