Symphony Financial, Ltd. Co.

13F Filings History

Latest 13F report
Q3 2024 - Oct 21, 2024
Value $
$604M
Signature - Title
Aryn Sands - Agent
Location
Houston, TX
Summary
This page shows a list of all the recent 13F filings made by Symphony Financial, Ltd. Co.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Symphony Financial, Ltd. Co. reported 224 stock holdings with total value $604M as of Q3 2024. Top holdings included SPTM, SPYG, NVDA, MSFT, and AAPL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 224 $604M +$46.5M -$11.5M +$35M SPTM, SPYG, NVDA, MSFT, AAPL 13F-HR 10/21/2024, 12:28 PM
Q2 2024 209 $548M +$133M -$13.5M +$119M SPTM, SPYG, NVDA, MSFT, AAPL 13F-HR 7/17/2024, 08:50 PM
Q1 2024 192 $429M +$31.5M -$93.1M -$61.5M SPTM, SPYG, MSFT, AGGY, NVDA 13F-HR 4/17/2024, 02:14 PM
Q4 2023 195 $464M +$127M -$109M +$18.5M SPTM, AVUV, MSFT, AVDE, IJH 13F-HR 1/18/2024, 03:13 PM
Q3 2023 156 $407M +$68.2M -$56.2M +$12M IJH, IEFA, IUSV, VTI, SPTM 13F-HR 11/7/2023, 04:35 PM
Q2 2023 183 $407M +$44.9M -$45.8M -$911K SPYG, IJH, SPTM, IEFA, IUSV 13F-HR 7/12/2023, 05:27 PM
Q1 2023 202 $386M +$26.9M -$31.6M -$4.69M SPYG, SPTM, IJH, QUAL, IUSV 13F-HR 5/3/2023, 05:12 PM
Q4 2022 187 $378M +$89.3M -$38.5M +$50.8M IJH, SPYG, SPTM, QUAL, IUSV 13F-HR 1/26/2023, 04:46 PM
Q3 2022 189 $306M +$40.3M -$50.2M -$9.94M SPYG, SPTM, IJH, MSFT, QUAL 13F-HR 10/27/2022, 06:22 PM
Q2 2022 179 $338M +$29.1M -$59.2M -$30.1M SPYG, SPTM, IEFA, IJH, QUAL 13F-HR 7/18/2022, 05:17 PM
Q1 2022 192 $424M +$129M -$41.3M +$88M SPYG, IEFA, IJH, QUAL, SPTM 13F-HR 5/13/2022, 02:24 PM
Q4 2021 174 $345M +$102M -$51.8M +$50.6M SPYG, JPST, IEMG, QUAL, IJH 13F-HR 1/18/2022, 08:43 PM
Q3 2021 169 $285M +$29.5M -$36.1M -$6.66M BND, JPST, SPYG, IEMG, QUAL 13F-HR 10/12/2021, 11:40 AM
Q2 2021 162 $294M +$21.6M -$72.1M -$50.5M BND, JPST, SPYG, MSFT, IEMG 13F-HR 7/12/2021, 07:22 PM
Q1 2021 191 $261M +$63.6M -$47.1M +$16.4M JPST, BND, MSFT, AAPL, VCIT 13F-HR 4/15/2021, 03:38 PM
Q4 2020 152 $277M +$51.2M -$24.3M +$26.9M JPST, BND, SPYG, MSFT, AAPL 13F-HR 1/13/2021, 01:53 PM
Q3 2020 136 $243M +$49.8M -$21.2M +$28.6M JPST, BND, SPYG, MSFT, AAPL 13F-HR 10/9/2020, 10:52 AM
Q2 2020 133 $207M +$60.3M -$18M +$42.3M JPST, BND, MSFT, SPYG, AMZN 13F-HR 7/8/2020, 01:57 PM
Q1 2020 94 $145M $0 $0 JPST, BND, SPY, MSFT, USMV 13F-HR 5/6/2020, 06:01 PM