Symphony Financial Services, Inc.

Q2 2024 13F Holdings Report, Stock Holdings

Signature - Title
Craig Small - Vice President
Location
Akron, OH
Holdings as of
30 Jun 2024
Value $
$104,692,946
Num holdings
85
Filing time
09 Aug 2024, 12:56:10 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included JAAA, JMBS, USMC, AAPL, and PAVE.
Next filing
Q3 2024 - 12 Nov 2024
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Craig Small Vice President Akron, Ohio 09 Aug 2024