Symphony Financial Services, Inc. Top Holdings and 13F Report (2025) About Symphony Financial Services, Inc.Investment ActivitySymphony Financial Services, Inc. has $124.45 million in total holdings as of December 31, 2024.Symphony Financial Services, Inc. owns shares of 80 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 8.25% of the portfolio was purchased this quarter.About 8.08% of the portfolio was sold this quarter.This quarter, Symphony Financial Services, Inc. has purchased 82 new stocks and bought additional shares in 28 stocks.Symphony Financial Services, Inc. sold shares of 41 stocks and completely divested from 8 stocks this quarter.Largest Holdings Janus Henderson AAA CLO ETF $14,787,003Janus Henderson Mortgage-Backed Securities ETF $10,684,604Principal U.S. Mega-Cap ETF $9,011,910Apple $7,885,503Global X U.S. Infrastructure Development ETF $7,440,739 Largest New Holdings this Quarter FT Vest Laddered Buffer ETF $2,201,458 HoldingFT Vest Laddered Deep Buffer ETF $324,742 HoldingiShares U.S. Consumer Discretionary ETF $223,181 HoldingFirst Citizens BancShares $219,754 HoldingBlackRock Science and Technology Trust $215,152 Holding Largest Purchases this Quarter Janus Henderson AAA CLO ETF 82,573 shares (about $4.19M)FT Vest Laddered Buffer ETF 72,250 shares (about $2.20M)iShares Russell Top 200 Growth ETF 4,312 shares (about $1.01M)Invesco S&P MidCap Momentum ETF 4,289 shares (about $529.82K)Pacer US Cash Cows 100 ETF 7,811 shares (about $441.17K) Largest Sales this Quarter Janus Henderson Mortgage-Backed Securities ETF 38,860 shares (about $1.72M)Vanguard S&P 500 ETF 1,890 shares (about $1.03M)Microsoft 1,939 shares (about $819.13K)NVIDIA 4,106 shares (about $550.06K)Tesla 1,025 shares (about $457.62K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSymphony Financial Services, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorJAAAJanus Henderson AAA CLO ETF$14,787,003$4,187,282 ▲39.5%291,59911.9%ETFJMBSJanus Henderson Mortgage-Backed Securities ETF$10,684,604$1,716,832 ▼-13.8%241,8438.6%ETFUSMCPrincipal U.S. Mega-Cap ETF$9,011,910$228,835 ▲2.6%150,1237.2%ManufacturingAAPLApple$7,885,503$404,140 ▼-4.9%31,4536.3%Computer and TechnologyPAVEGlobal X U.S. Infrastructure Development ETF$7,440,739$51,807 ▲0.7%184,1276.0%ETFPYLDPIMCO Multi Sector Bond Active ETF$5,594,955$42,768 ▼-0.8%215,8554.5%ETFIWYiShares Russell Top 200 Growth ETF$4,471,777$1,014,484 ▲29.3%19,0073.6%ETFNVDANVIDIA$4,249,220$550,058 ▼-11.5%31,7193.4%Computer and TechnologyCOWZPacer US Cash Cows 100 ETF$3,915,818$441,166 ▲12.7%69,3313.1%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$3,478,067$11,576 ▼-0.3%27,0412.8%ETFVVisa$3,426,576$78,063 ▼-2.2%10,8422.8%Business ServicesMSFTMicrosoft$3,216,126$819,134 ▼-20.3%7,6132.6%Computer and TechnologyXMMOInvesco S&P MidCap Momentum ETF$3,176,821$529,820 ▲20.0%25,7172.6%ETFAMZNAmazon.com$2,636,878$216,048 ▼-7.6%12,0222.1%Retail/WholesaleQQQInvesco QQQ$2,519,777$391,317 ▼-13.4%4,9262.0%FinanceVGTVanguard Information Technology ETF$2,479,117$29,846 ▼-1.2%3,9872.0%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$2,288,886$334,700 ▼-12.8%28,2641.8%ManufacturingBUFRFT Vest Laddered Buffer ETF$2,201,458$2,201,458 ▲New Holding72,2501.8%ETFSMHVanEck Semiconductor ETF$1,855,832$12,836 ▲0.7%7,6631.5%ManufacturingUSMViShares MSCI USA Min Vol Factor ETF$1,795,792$136,294 ▲8.2%20,2251.4%ETFJPMJPMorgan Chase & Co.$1,555,139$1,678 ▲0.1%6,4881.2%FinanceIWFiShares Russell 1000 Growth ETF$1,503,361$46,177 ▲3.2%3,7441.2%ETFLMTLockheed Martin$1,018,5330.0%2,0960.8%AerospaceXOMExxon Mobil$914,017$14,952 ▼-1.6%8,4970.7%Oils/EnergyOUSMALPS O'Shares U.S. Small-Cap Quality Dividend ETF$910,950$306,521 ▼-25.2%20,8360.7%ETFNFLXNetflix$893,103$17,826 ▼-2.0%1,0020.7%Consumer DiscretionaryMETAMeta Platforms$812,808$157,544 ▼-16.2%1,3930.7%Computer and TechnologyIYWiShares U.S. Technology ETF$759,502$23,610 ▼-3.0%4,7610.6%ManufacturingUTFCohen & Steers Infrastructure Fund$745,555$8,895 ▲1.2%31,0130.6%Financial ServicesSPHQInvesco S&P 500 Quality ETF$714,125$15,819 ▲2.3%10,6540.6%ETFPGRProgressive$659,647$5,511 ▼-0.8%2,7530.5%FinanceXMHQInvesco S&P MidCap Quality ETF$658,497$1,182 ▼-0.2%6,6870.5%ETFMAMastercard$645,147$17,906 ▼-2.7%1,2250.5%Business ServicesNVONovo Nordisk A/S$636,447$49,976 ▲8.5%7,3990.5%MedicalOUSAALPS O'Shares U.S. Quality Dividend ETF$611,062$10,624 ▲1.8%11,5030.5%ETFLLYEli Lilly and Company$597,368$225,844 ▼-27.4%7750.5%MedicalEWEdwards Lifesciences$586,688$1,851 ▼-0.3%7,9250.5%MedicalHONHoneywell International$585,431$33,879 ▲6.1%2,5920.5%Multi-Sector ConglomeratesSHWSherwin-Williams$569,003$5,778 ▲1.0%1,6740.5%Basic MaterialsIYHiShares U.S. Healthcare ETF$539,810$2,913 ▲0.5%9,2640.4%ETFHDHome Depot$522,823$284,964 ▼-35.3%1,3430.4%Retail/WholesaleWMTWalmart$511,0610.0%5,6560.4%Retail/WholesaleCOSTCostco Wholesale$509,708$286,653 ▼-36.0%5530.4%Retail/WholesaleMOAltria Group$456,474$56,608 ▼-11.0%8,7330.4%Consumer StaplesSBUXStarbucks$406,447$10,768 ▼-2.6%4,4540.3%Retail/WholesaleMCDMcDonald's$399,230$290 ▲0.1%1,3770.3%Retail/WholesalePGProcter & Gamble$396,494$23,984 ▼-5.7%2,3640.3%Consumer StaplesUNHUnitedHealth Group$390,274$132,116 ▼-25.3%7710.3%MedicalITAiShares U.S. Aerospace & Defense ETF$384,810$3,634 ▲1.0%2,6470.3%ETFPFEPfizer$359,807$46,823 ▲15.0%13,5630.3%MedicalJHMMJohn Hancock Multifactor Mid Cap ETF$333,102$1,374 ▲0.4%5,5770.3%ETFBUFDFT Vest Laddered Deep Buffer ETF$324,742$324,742 ▲New Holding12,7250.3%ETFPOWAInvesco Bloomberg Pricing Power ETF$295,257$9,671 ▼-3.2%3,6330.2%ETFJNJJohnson & Johnson$294,327$15,209 ▲5.4%2,0320.2%MedicalTSLATesla$283,054$457,619 ▼-61.8%6340.2%Auto/Tires/TrucksXLIIndustrial Select Sector SPDR Fund$281,166$3,557 ▲1.3%2,1340.2%ETFGOOGLAlphabet$274,563$54,913 ▼-16.7%1,4500.2%Computer and TechnologyLOWLowe's Companies$270,144$143,090 ▼-34.6%1,0950.2%Retail/WholesalePHYLPGIM Active High Yield Bond ETF$269,506$41,740 ▼-13.4%7,7610.2%ETFKBESPDR S&P Bank ETF$266,141$5,491 ▼-2.0%4,7980.2%ETFVOOVanguard S&P 500 ETF$264,560$1,030,966 ▼-79.6%4850.2%ETFETNEaton$263,615$6,308 ▼-2.3%7940.2%Industrial ProductsSPHYSPDR Portfolio High Yield Bond ETF$258,112$111,457 ▼-30.2%11,0000.2%ETFQUALiShares MSCI USA Quality Factor ETF$251,987$8,192 ▼-3.1%1,4150.2%ETFXLVHealth Care Select Sector SPDR Fund$251,571$110,587 ▼-30.5%1,8290.2%ETFIJHiShares Core S&P Mid-Cap ETF$250,490$168,390 ▼-40.2%4,0060.2%ETFTTETotalEnergies$246,498$2,234 ▼-0.9%4,5230.2%Oils/EnergyCIBRFirst Trust Nasdaq Cybersecurity ETF$235,1460.0%3,7060.2%ManufacturingIYKiShares U.S. Consumer Staples ETF$235,033$9,840 ▲4.4%3,5830.2%ETFPGFInvesco Financial Preferred ETF$224,549$4,816 ▲2.2%15,4330.2%ManufacturingIYCiShares U.S. Consumer Discretionary ETF$223,181$223,181 ▲New Holding2,3210.2%ETFGLDSPDR Gold Shares$222,5170.0%9190.2%FinanceFCNCAFirst Citizens BancShares$219,754$219,754 ▲New Holding1040.2%FinanceBSTBlackRock Science and Technology Trust$215,152$215,152 ▲New Holding5,8850.2%Financial ServicesRSPInvesco S&P 500 Equal Weight ETF$202,314$202,314 ▲New Holding1,1510.2%ETFTAT&T$201,304$101,106 ▼-33.4%8,8680.2%Computer and TechnologyMPCMarathon Petroleum$201,235$1,116 ▲0.6%1,4430.2%Oils/EnergyGABThe Gabelli Equity Trust$151,292$1,162 ▲0.8%28,1210.1%FinanceAGLagilon health$43,700$13,410 ▲44.3%23,0000.0%MedicalTLRYTilray$27,1050.0%20,3800.0%Consumer StaplesAMDAdvanced Micro Devices$0$401,832 ▼-100.0%00.0%Computer and TechnologySPYSPDR S&P 500 ETF Trust$0$296,634 ▼-100.0%00.0%FinanceAVNTAvient$0$244,440 ▼-100.0%00.0%Basic MaterialsSPBSpectrum Brands$0$211,643 ▼-100.0%00.0%Consumer DiscretionaryOHIOmega Healthcare Investors$0$204,763 ▼-100.0%00.0%FinancePCNPIMCO Corporate & Income Strategy Fund$0$155,601 ▼-100.0%00.0%Financial ServicesINTCIntel$0$103,013 ▼-100.0%00.0%Computer and TechnologyUGROurban-gro$0$26,220 ▼-100.0%00.0%Industrial ProductsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.