Symphony Financial Services, Inc. Incresed Positions in Q4 2024

Symphony Financial Services, Inc.

  • $124 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
82.6K
+ 39.5%
$50.62 - $50.97 $4.18M - $4.21M
292K $14.8B
IWY
Ishares Tr Russell 200 Growth

ETFs
4.31K
+ 29.34%
$216.72 - $244.71 $934K - $1.06M
19K $4.47B
USMC
Principal ETF U S Mega Cap

ETFs
3.81K
+ 2.61%
$56.37 - $61.98 $215K - $236K
150K $9.01B
XMMO
Invesco Exchange Traded Fd Tr

ETFs
4.29K
+ 20.02%
$119.61 - $136.3 $513K - $585K
25.7K $3.18B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
7.81K
+ 12.7%
$56.06 - $61.35 $438K - $479K
69.3K $3.92B
JPM
Jpmorgan Chase & CO

Financial Services
7
+ 0.11%
$205.18 - $250.29 $1.44K - $1.75K
6.49K $1.56B
IWF
Ishares Russell 1000 Gr ETF

ETFs
115
+ 3.17%
$370.24 - $418.94 $42.6K - $48.2K
3.74K $1.5B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.54K
+ 8.21%
$88.59 - $94.57 $136K - $145K
20.2K $1.8B
HON
Honeywell International Inc

Industrials
150
+ 6.14%
$202.84 - $236.0 $30.4K - $35.4K
2.59K $585M
PFE
Pfizer Inc

Healthcare
1.77K
+ 14.96%
$24.8 - $30.19 $43.8K - $53.3K
13.6K $360M
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
200
+ 1.77%
$53.0 - $55.5 $10.6K - $11.1K
11.5K $611M
JHMM
John Hancock Multifactor Mid C

ETFs
23
+ 0.41%
$59.61 - $64.8 $1.37K - $1.49K
5.58K $333M
GAB
Gabelli Equity Trust Inc

Financial Services
216
+ 0.77%
$5.36 - $5.83 $1.16K - $1.26K
28.1K $151M
XLI
Industrial Sector Spdr

ETFs
27
+ 1.28%
$131.76 - $143.99 $3.56K - $3.89K
2.13K $281M
IYK
Ishares U.S. Consumer Staples

ETFs
150
+ 4.37%
$65.32 - $70.92 $9.8K - $10.6K
3.58K $235M
ITA
Ishares Tr

ETFs
25
+ 0.95%
$144.31 - $157.31 $3.61K - $3.93K
2.65K $385M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
53
+ 0.7%
$238.25 - $261.28 $12.6K - $13.8K
7.66K $1.86B
PGF
Invesco Exchange Traded Fd Tr

ETFs
331
+ 2.19%
$14.4 - $15.83 $4.77K - $5.24K
15.4K $225M
JNJ
Johnson & Johnson

Healthcare
105
+ 5.45%
$143.34 - $165.86 $15.1K - $17.4K
2.03K $294M
AGL
Agilon Health, Inc.

Healthcare
7.06K
+ 44.27%
$1.57 - $3.67 $11.1K - $25.9K
23K $43.7M
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.07%
$288.47 - $316.54 $288 - $317
1.38K $399M
MPC
Marathon Petroleum Corp

Energy
8
+ 0.56%
$131.65 - $174.84 $1.05K - $1.4K
1.44K $201M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
370
+ 1.21%
$23.17 - $26.26 $8.57K - $9.72K
31K $746M
PAVE
Global X Fds Us Infrastructure

ETFs
1.28K
+ 0.7%
$40.41 - $45.95 $51.8K - $58.9K
184K $7.44B
IYH
Ishares Tr

ETFs
50
+ 0.54%
$57.53 - $65.24 $2.88K - $3.26K
9.26K $540M
SHW
Sherwin Williams CO

Basic Materials
17
+ 1.03%
$338.75 - $399.71 $5.76K - $6.8K
1.67K $569M
NVO
Novo Nordisk A S

Healthcare
581
+ 8.52%
$85.0 - $120.04 $49.4K - $69.7K
7.4K $636M
Activity Summary
Buys All Purchases 34 New Holdings 6 Increased Positions 28 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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