SF

Symphony Financial, Ltd. Co.

13F
Symphony Financial, Ltd. Co.
Last update 2025-04-23 88 Stocks (8 new)
Value $169.00 Mil Turnover 7 %
Countries:
Top Holdings: AVUV(9.37%)NVDA(7.71%)IEFA(7.02%)IWM(6.15%)SPYG(5.39%)
Summary Stock Picks Current Portfolio
Symphony Financial, Ltd. Co. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AVUV
Avantis U.S. Small Cap Value ETF
193,691
15,821.3
+16.77%
9.370
+1.35%
0.110
+6.97%
-1.13%
16,689.1
 
NVDA
NVIDIA Corp
116,550
13,010.7
-52.61%
7.710
-2.87%
0.000
+42.42%
+17.12%
3,834,943.3
Semiconductors
IEFA
iShares Core MSCI EAFE ETF
159,337
11,860.0
-3.16%
7.020
-0.06%
0.010
+11.87%
+20.99%
142,990.4
 
IWM
iShares Russell 2000 ETF
55,230
10,382.3
-24.71%
6.150
-0.65%
0.020
+9.37%
+0.53%
65,644.7
 
SPYG
SPDR Portfolio S&P 500 Growth ETF
115,099
9,101.7
-65.33%
5.390
-3.09%
0.030
+16.63%
+8.45%
37,684.5
 
IUSV
ISHARES TRUST
95,438
8,391.5
-15.21%
4.970
-0.25%
0.040
+3.83%
+4.37%
21,162.2
 
QUAL
iShares MSCI USA Quality Factor ETF
34,896
5,763.8
-29.22%
3.410
-0.41%
0.010
+7.01%
+3.75%
53,286.0
 
AAPL
Apple Inc
28,983
5,691.4
-62.13%
3.370
-1.67%
0.000
-4.99%
-14.96%
3,172,966.9
Hardware
VTI
Vanguard Total Stock Market ETF
17,997
5,078.6
+7.86%
3.010
+0.22%
0.000
+10.25%
+6.11%
446,564.3
 
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
75,808
3,952.0
+56.75%
2.340
+0.85%
0.000
+12.51%
+16.92%
96,130.2
 

Symphony Financial, Ltd. Co.'s Historical Top Holdings Breakdowns

Symphony Financial, Ltd. Co.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF
2025-03-31
Reduce
Reduce
-5.85%
●
67.03 ($71.58) 74.61
$75.28
5.17%
Reduce -98.53%
7,550
-505,765
SPYG
SPDR Portfolio S&P 500 Growth ETF
2025-03-31
Reduce
Reduce
-3.09%
●
80.05 ($87.3) 92.39
$95.05
8.88%
Reduce -65.33%
115,099
-216,882
NVDA
NVIDIA Corp
2025-03-31
Reduce
Reduce
-2.87%
●
106.98 ($126.74) 149.43
$157.25
24.07%
Reduce -52.61%
116,550
-129,412
AGGY
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
2025-03-31
Sold Out
Sold Out
-2.73%
●
42.36 ($43.16) 43.8
$43.59
1.00%
Sold Out
0
-403,739
MSFT
Microsoft Corp
2025-03-31
Reduce
Reduce
-2.28%
●
375.39 ($407.71) 447.2
$491.09
20.45%
Reduce -76.05%
10,595
-33,649
PULS
PGIM Ultra Short Bond ETF
2025-03-31
Reduce
Reduce
-2.19%
●
49.56 ($49.66) 49.78
$49.59
-0.14%
Reduce -96.75%
9,379
-279,630
SPYV
SPDR Portfolio S&P 500 Value ETF
2025-03-31
Sold Out
Sold Out
-2.14%
●
49.78 ($51.86) 53.19
$52.95
2.10%
Sold Out
0
-259,534
AMZN
Amazon.com Inc
2025-03-31
Reduce
Reduce
-2.01%
●
190.26 ($217) 242.06
$219.92
1.35%
Reduce -74.07%
19,349
-55,284
IJH
iShares Core S&P Mid-Cap ETF
2025-03-31
Reduce
Reduce
-1.88%
●
57.21 ($62.1) 65.8
$63.42
2.13%
Reduce -74.52%
62,615
-183,165
AVDE
Avantis International Equity ETF
2025-03-31
Reduce
Reduce
-1.84%
●
60.63 ($65.05) 68.55
$74.17
14.02%
Reduce -96.57%
6,572
-184,912

Symphony Financial, Ltd. Co. Total Holding History ($B)

To

Symphony Financial, Ltd. Co.'s Asset Allocation

To

Symphony Financial, Ltd. Co. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Symphony Financial, Ltd. Co.'s Hypothetical Growth since 2025-03-31

Symphony Financial, Ltd. Co.'s Yearly Returns

Year Portfolio % % Excess Gain %

Symphony Financial, Ltd. Co.'s Holdings Heat Map

Size field:

Symphony Financial, Ltd. Co.'s Holdings Bubble Chart

Symphony Financial, Ltd. Co. News

  • 1

Discussions on Symphony Financial, Ltd. Co.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.