Symphony Financial Services, Inc. — Q2 2025 13F Holdings

Name: Symphony Financial Services, Inc. — 13F Holdings, Q2 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0002031979

Total reported value

$194.8M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	PYLD	Pimco Multisector Bond Actv	ETF-Other	8.68%	+0.27%	-0.41%
2	BUFR	Ft Vest Lad Buffervetf-usd I	ETF-Other	8.27%	+0.34%	+2.74%
3	USMC	Principal US Mega-cap ETF	ETF-Other	7.91%	—	+7.53%
4	JAAA	Janus Henderson Aaa Clo ETF	ETF-Other	7.11%	+0.07%	-8.75%
5	KNG	Ft Vest S&p 500 Dvd Arst Trg	ETF-Large Cap & Growth	6.46%	+0.15%	+0.82%
6	PAVE	Global X US Infrastructure	ETF-Other	4.93%	+0.40%	+1.38%
7	JMBS	Janus Henderson Mortg Backed	ETF-Other	4.45%	-0.05%	-2.14%
8	AIRR	First Trust Rba American Ind	ETF-Other	3.73%	+0.84%	+15.63%
9	AAPL	Apple INC	Stock-Tech	3.65%	-0.38%	-6.46%
10	IWY	Ishares Russell Top 200 Grow	ETF-Other	3.01%	-0.47%	+1.50%
11	NVDA	Nvidia CORP	Stock-Tech	2.91%	-0.25%	-2.04%
12	COWZ	Pacer US Cash Cows 100 ETF	ETF-Other	2.50%	-0.25%	+0.89%
13	XMMO	Invesco S&p Midcap Momentum	ETF-Other	2.50%	-0.08%	+3.99%
14	V	Visa Inc-class A Shares	Stock-Financials	2.37%	-0.32%	+5.63%
15	ITOT	Ishares Core S&p Total U.s.	ETF-Other	2.26%	—	+4.77%
16	MSFT	Microsoft CORP	Stock-Tech	2.19%	-0.35%	-1.02%
17	VGT	Vanguard Info Tech ETF	ETF-Tech	1.64%	-0.16%	+0.88%
18	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	1.60%	-0.08%	+0.25%
19	AMZN	Amazon.com INC	Stock-Consumer Disc	1.52%	-0.16%	-0.39%
20	DGRW	Wisdomtree U.s. Quality Divi	ETF-Other	1.39%	—	+0.33%
21	SMH	Vaneck Semiconductor ETF	ETF-Other	1.27%	+0.14%	+1.67%
22	USMV	Ishares Msci USA Min Vol Fac	ETF-Other	1.17%	-0.05%	+7.56%
23	JPM	Jpmorgan Chase & Co	Stock-Financials	1.12%	—	+0.48%
24	IWF	Ishares Russell 1000 Growth	ETF-Other	1.10%	—	+11.54%
25	NFLX	Netflix INC	Stock-Comm Services	0.67%	—	-0.36%
26	LMT	Lockheed Martin CORP	Stock-Industrials	0.58%	+0.04%	—
27	META	Meta Platforms Inc-class A	Stock-Comm Services	0.57%	-0.07%	-0.92%
28	UTF	Cohen & Steers Infrastructur	Stock-Other	0.57%	—	+2.93%
29	XOM	Exxon Mobil CORP	Stock-Energy	0.53%	+0.25%	-2.56%
30	IYW	Ishares Ustechnology ETF	ETF-Tech	0.51%	-0.05%	-0.06%
31	SPHQ	Invesco S&p 500 Quality ETF	ETF-Large Cap & Growth	0.47%	—	+2.25%
32	PGR	Progressive CORP	Stock-Financials	0.46%	-0.06%	+6.10%
33	SHW	Sherwin-williams Co/the	Stock-Materials	0.40%	-0.11%	+15.69%
34	XMHQ	Invesco S&p Midcap Qual ETF	ETF-Other	0.39%	—	+1.83%
35	OUSA	Alps Oshares US Quality Divi	ETF-Other	0.36%	-0.14%	+4.28%
36	EW	Edwards Lifesciences CORP	Stock-Healthcare	0.34%	—	-1.37%
37	HON	Honeywell International INC	Stock-Industrials	0.33%	—	-1.03%
38	WMT	Walmart INC	Stock-Consumer Staples	0.33%	—	+0.05%
39	PG	Procter & Gamble Co/the	Stock-Consumer Staples	0.33%	—	+46.71%
40	MO	Altria Group INC	Stock-Consumer Staples	0.32%	—	-0.22%
41	MA	Mastercard INC - A	Stock-Financials	0.32%	—	-0.72%
42	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.32%	+0.06%	—
43	AVGO	Broadcom INC	Stock-Tech	0.32%	—	—
44	IYH	Ishares U.s. Healthcare ETF	ETF-Other	0.32%	—	—
45	BKCG	Bny Mellon Con Growth ETF	ETF-Other	0.32%	—	-1.68%
46	PFE	Pfizer INC	Stock-Healthcare	0.30%	+0.06%	+24.09%
47	ITA	Ishares U.s. Aerospace & Def	ETF-Other	0.29%	—	-0.23%
48	HD	Home Depot INC	Stock-Consumer Disc	0.28%	—	-6.95%
49	BUFD	Ft Vst Lad Deep Buf Etf-usdi	ETF-Other	0.28%	—	+12.92%
50	LLY	Eli Lilly & Co	Stock-Healthcare	0.27%	-0.13%	-7.17%

1–50 of 92