Symphony Financial, Ltd. Co. Top Holdings and 13F Report (2025) About Symphony Financial, Ltd. Co.Investment ActivitySymphony Financial, Ltd. Co. has $168.85 million in total holdings as of March 31, 2025.Symphony Financial, Ltd. Co. owns shares of 88 different stocks, but just 31 companies or ETFs make up 80% of its holdings.Approximately 7.51% of the portfolio was purchased this quarter.About 251.85% of the portfolio was sold this quarter.This quarter, Symphony Financial, Ltd. Co. has purchased 222 new stocks and bought additional shares in 16 stocks.Symphony Financial, Ltd. Co. sold shares of 63 stocks and completely divested from 142 stocks this quarter.Largest Holdings Avantis U.S. Small Cap Value ETF $15,821,334NVIDIA $13,010,682iShares Core MSCI EAFE ETF $11,859,947iShares Russell 2000 ETF $10,382,251SPDR Portfolio S&P 500 Growth ETF $9,101,713 Largest New Holdings this Quarter 78464A300 - SPDR S&P 600 Small Cap Value ETF $2,636,178 Holding464288372 - iShares Global Infrastructure ETF $745,917 Holding46090F100 - Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF $570,020 Holding92206C714 - Vanguard Russell 1000 Value $530,297 Holding808524771 - Schwab Fundamental U.S. Large Company Index ETF $360,208 Holding Largest Purchases this Quarter SPDR S&P 600 Small Cap Value ETF 37,317 shares (about $2.64M)Avantis U.S. Small Cap Value ETF 27,822 shares (about $2.27M)iShares Core MSCI Emerging Markets ETF 27,446 shares (about $1.43M)SPDR Portfolio Intermediate Term Corporate Bond ETF 28,312 shares (about $935.58K)Intuitive Surgical 1,644 shares (about $771.31K) Largest Sales this Quarter SPDR Portfolio S&P 1500 Composite Stock Market ETF 505,765 shares (about $31.52M)SPDR Portfolio S&P 500 Growth ETF 216,882 shares (about $17.15M)NVIDIA 129,412 shares (about $14.45M)PGIM Ultra Short Bond ETF 279,630 shares (about $13.87M)Microsoft 33,649 shares (about $12.24M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSymphony Financial, Ltd. Co. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAVUVAvantis U.S. Small Cap Value ETF$15,821,334$2,272,595 ▲16.8%193,6919.4%ETFNVDANVIDIA$13,010,682$14,446,490 ▼-52.6%116,5507.7%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$11,859,947$387,573 ▼-3.2%159,3377.0%ETFIWMiShares Russell 2000 ETF$10,382,251$3,406,799 ▼-24.7%55,2306.1%FinanceSPYGSPDR Portfolio S&P 500 Growth ETF$9,101,713$17,150,433 ▼-65.3%115,0995.4%ETFIUSViShares Core S&P U.S. Value ETF$8,391,474$1,504,852 ▼-15.2%95,4385.0%ManufacturingQUALiShares MSCI USA Quality Factor ETF$5,763,792$2,378,952 ▼-29.2%34,8963.4%ETFAAPLApple$5,691,406$9,337,024 ▼-62.1%28,9833.4%Computer and TechnologyVTIVanguard Total Stock Market ETF$5,078,621$369,955 ▲7.9%17,9973.0%ETFIEMGiShares Core MSCI Emerging Markets ETF$3,952,028$1,430,817 ▲56.8%75,8082.3%ETFIVViShares Core S&P 500 ETF$3,948,533$2,511,555 ▼-38.9%7,5072.3%ETFMSFTMicrosoft$3,853,707$12,239,112 ▼-76.1%10,5952.3%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$3,653,998$10,688,885 ▼-74.5%62,6152.2%ETFAMZNAmazon.com$3,337,565$9,536,097 ▼-74.1%19,3492.0%Retail/WholesaleMUBiShares National Muni Bond ETF$2,831,938$875,654 ▼-23.6%27,4801.7%ETFSLYVSPDR S&P 600 Small Cap Value ETF$2,636,178$2,636,178 ▲New Holding37,3171.6%ETFGOOGLAlphabet$2,360,001$4,488,151 ▼-65.5%15,7571.4%Computer and TechnologySPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$2,026,996$935,577 ▲85.7%61,3401.2%ETFCOSTCostco Wholesale$2,026,869$3,515,919 ▼-63.4%2,1181.2%Retail/WholesaleJPMJPMorgan Chase & Co.$2,010,875$2,816,747 ▼-58.3%8,7211.2%FinanceLLYEli Lilly and Company$1,995,774$1,947,197 ▼-49.4%2,4241.2%MedicalAVGOBroadcom$1,957,156$5,877,002 ▼-75.0%11,6701.2%Computer and TechnologyMETAMeta Platforms$1,937,492$2,118,258 ▼-52.2%3,8801.1%Computer and TechnologyCATCaterpillar$1,794,824$187,364 ▼-9.5%6,2171.1%IndustrialsORCLOracle$1,723,374$1,503,182 ▼-46.6%13,9081.0%Computer and TechnologyMMM3M$1,640,637$195,601 ▼-10.7%12,8081.0%Multi-Sector ConglomeratesTSLATesla$1,602,801$854,342 ▼-34.8%6,8270.9%Auto/Tires/TrucksMOAltria Group$1,562,316$4,541,313 ▼-74.4%27,1730.9%Consumer StaplesPMPhilip Morris International$1,542,671$3,967,027 ▼-72.0%9,7020.9%Consumer StaplesHDHome Depot$1,513,612$3,761,592 ▼-71.3%4,3510.9%Retail/WholesaleMAMastercard$1,501,388$2,691,668 ▼-64.2%2,9390.9%Business ServicesTAT&T$1,460,012$1,292,410 ▼-47.0%55,2900.9%Computer and TechnologyACNAccenture$1,315,713$548,143 ▼-29.4%4,6350.8%Computer and TechnologyJNJJohnson & Johnson$1,191,290$4,392,635 ▼-78.7%7,5470.7%MedicalBNDVanguard Total Bond Market ETF$1,122,727$4,911,922 ▼-81.4%15,6030.7%ETFBENFranklin Resources$1,063,301$47,850 ▲4.7%60,7540.6%FinanceMCDMcDonald's$1,044,560$1,708,030 ▼-62.1%3,4180.6%Retail/WholesaleMSMorgan Stanley$1,019,272$1,509 ▲0.1%9,4540.6%FinanceNFLXNetflix$968,775$2,228,771 ▼-69.7%9880.6%Consumer DiscretionaryISRGIntuitive Surgical$952,414$771,315 ▲425.9%2,0300.6%MedicalPFEPfizer$934,868$135,753 ▼-12.7%41,4570.6%MedicalCRMSalesforce$934,123$2,896,073 ▼-75.6%3,8480.6%Computer and TechnologyIUSGiShares Core S&P U.S. Growth ETF$815,675$245,927 ▼-23.2%6,8590.5%ManufacturingUNHUnitedHealth Group$813,522$1,275,588 ▼-61.1%1,8240.5%MedicalSOSouthern$755,168$663,112 ▼-46.8%8,3920.4%UtilitiesIGFiShares Global Infrastructure ETF$745,917$745,917 ▲New Holding13,6440.4%ManufacturingCVXChevron$735,982$3,337,766 ▼-81.9%5,5240.4%EnergyCRWDCrowdStrike$733,221$359,231 ▲96.1%2,0370.4%Computer and TechnologyUPSUnited Parcel Service$652,388$37,619 ▲6.1%6,6940.4%TransportationCMICummins$598,653$970,330 ▼-61.8%2,0810.4%Auto/Tires/TrucksTROWT. Rowe Price Group$595,866$898,770 ▼-60.1%6,8320.4%FinanceTFCTruist Financial$592,036$497,480 ▼-45.7%16,3480.4%FinancePDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$570,020$570,020 ▲New Holding41,8210.3%ManufacturingABBVAbbVie$558,013$1,800,087 ▼-76.3%3,2140.3%MedicalINDAiShares MSCI India ETF$551,183$104,111 ▲23.3%10,4560.3%ETFVONVVanguard Russell 1000 Value$530,297$530,297 ▲New Holding6,4250.3%ETFFNDASchwab Fundamental U.S. Small Company Index ETF$523,629$261,815 ▲100.0%18,3440.3%ETFAMDAdvanced Micro Devices$507,086$53,493 ▼-9.5%5,7540.3%Computer and TechnologyPRFInvesco FTSE RAFI US 1000 ETF$499,035$205,307 ▲69.9%12,3600.3%ETFJPSTJPMorgan Ultra-Short Income ETF$495,785$8,075,641 ▼-94.2%9,8200.3%ETFNDSNNordson$471,533$540,031 ▼-53.4%2,6090.3%IndustrialsSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$470,571$31,522,959 ▼-98.5%7,5500.3%ETFPULSPGIM Ultra Short Bond ETF$465,140$13,867,907 ▼-96.8%9,3790.3%ETFPEGPublic Service Enterprise Group$455,835$881,340 ▼-65.9%5,6210.3%UtilitiesOKEONEOK$455,813$791,085 ▼-63.4%5,3280.3%EnergyAVDEAvantis International Equity ETF$432,706$12,174,761 ▼-96.6%6,5720.3%ETFTGTXTG Therapeutics$425,4370.0%11,0000.3%MedicalSCHXSchwab US Large-Cap ETF$413,586$206,793 ▲100.0%18,2760.2%ETFIRMIron Mountain$368,462$1,169,590 ▼-76.0%4,2640.2%Business ServicesIPInternational Paper$367,665$1,090,684 ▼-74.8%7,7950.2%Basic MaterialsFNDXSchwab Fundamental U.S. Large Company Index ETF$360,208$360,208 ▲New Holding15,2340.2%ETFBRK.BBerkshire Hathaway$346,744$4,869,225 ▼-93.4%6790.2%FinanceSNPSSynopsys$334,240$95,323 ▼-22.2%8240.2%Computer and TechnologyIPGInterpublic Group of Companies$328,797$96,552 ▼-22.7%14,0030.2%Business ServicesFNDFSchwab Fundamental International Large Company Index ETF$321,992$321,992 ▲New Holding9,2860.2%ETFMPWRMonolithic Power Systems$318,363$111,453 ▼-25.9%6170.2%Computer and TechnologyVVisa$313,789$3,331,371 ▼-91.4%9520.2%Business ServicesSPYSPDR S&P 500 ETF Trust$308,979$6,969,078 ▼-95.8%5980.2%FinanceANGLVanEck Fallen Angel High Yield Bond ETF$268,435$8,106,754 ▼-96.8%9,3320.2%ManufacturingVTEBVanguard Tax-Exempt Bond ETF$266,133$266,133 ▲New Holding5,3360.2%ETFTOTLSPDR Doubleline Total Return Tactical ETF$246,807$7,357 ▲3.1%6,2060.1%ETFMCHPMicrochip Technology$237,533$108,571 ▼-31.4%6,1040.1%Computer and TechnologyVBVanguard Small-Cap ETF$219,002$219,002 ▲New Holding9480.1%ETFEPDEnterprise Products Partners$213,824$3,369 ▲1.6%7,0460.1%EnergyGOOGAlphabet$211,884$3,799,077 ▼-94.7%1,4140.1%Computer and TechnologyEQTEQT$208,532$8,957 ▲4.5%4,2840.1%EnergyTPSCTimothy Plan US Small Cap Core ETF$201,907$24,499 ▼-10.8%5,9420.1%ETFRIGTransocean$21,318$213 ▼-1.0%10,0010.0%EnergyAGGYWisdomTree Yield Enhanced U.S. Aggregate Bond Fund$0$17,372,305 ▼-100.0%00.0%FinanceSPYVSPDR Portfolio S&P 500 Value ETF$0$13,594,381 ▼-100.0%00.0%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$0$11,415,365 ▼-100.0%00.0%ETFSPHQInvesco S&P 500 Quality ETF$0$9,322,763 ▼-100.0%00.0%ETFGLDSPDR Gold Shares$0$7,533,324 ▼-100.0%00.0%FinanceXOMExxon Mobil$0$5,750,005 ▼-100.0%00.0%EnergyVZVerizon Communications$0$4,501,555 ▼-100.0%00.0%Computer and TechnologySPDWSPDR Portfolio Developed World ex-US ETF$0$4,277,831 ▼-100.0%00.0%ETFSLFSun Life Financial$0$3,832,426 ▼-100.0%00.0%FinanceMRKMerck & Co., Inc.$0$3,583,726 ▼-100.0%00.0%MedicalWMTWalmart$0$3,285,525 ▼-100.0%00.0%Retail/WholesaleNEENextEra Energy$0$2,576,900 ▼-100.0%00.0%UtilitiesShowing largest 100 holdings. 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