Symphony Financial Services, Inc. Top Holdings and 13F Report (2025) About Symphony Financial Services, Inc.Investment ActivitySymphony Financial Services, Inc. has $167.38 million in total holdings as of June 30, 2025.Symphony Financial Services, Inc. owns shares of 92 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 3.87% of the portfolio was purchased this quarter.About 1.90% of the portfolio was sold this quarter.This quarter, Symphony Financial Services, Inc. has purchased 86 new stocks and bought additional shares in 40 stocks.Symphony Financial Services, Inc. sold shares of 30 stocks and completely divested from 3 stocks this quarter.Largest Holdings PIMCO Multi Sector Bond Active ETF $14,524,740FT Vest Laddered Buffer ETF $13,843,558Principal U.S. Mega-Cap ETF $13,247,791Janus Henderson AAA CLO ETF $11,893,535FT Vest S&P 500 Dividend Aristocrats Target Income ETF $10,817,611 Largest New Holdings this Quarter 11135F101 - Broadcom $533,059 Holding24703L202 - Dell Technologies $274,562 Holding26922A289 - Defiance Next Gen Connectivity ETF $252,679 Holding459200101 - International Business Machines $217,637 Holding56585A102 - Marathon Petroleum $207,921 Holding Largest Purchases this Quarter Principal U.S. Mega-Cap ETF 14,831 shares (about $927.83K)First Trust RBA American Industrial Renaissance ETF 10,366 shares (about $843.80K)Broadcom 1,934 shares (about $533.06K)FT Vest Laddered Buffer ETF 11,612 shares (about $369.26K)Dell Technologies 2,239 shares (about $274.56K) Largest Sales this Quarter Janus Henderson AAA CLO ETF 22,461 shares (about $1.14M)Apple 2,056 shares (about $421.60K)Janus Henderson Mortgage-Backed Securities ETF 3,615 shares (about $162.86K)Novo Nordisk A/S 1,552 shares (about $107.05K)NVIDIA 641 shares (about $101.53K) 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 PortfolioSectorPYLDPIMCO Multi Sector Bond Active ETF$14,524,740$59,529 ▼-0.4%547,2778.7%ETFBUFRFT Vest Laddered Buffer ETF$13,843,558$369,262 ▲2.7%435,3328.3%ETFUSMCPrincipal U.S. Mega-Cap ETF$13,247,791$927,829 ▲7.5%211,7617.9%ManufacturingJAAAJanus Henderson AAA CLO ETF$11,893,535$1,139,898 ▼-8.7%234,3557.1%ETFKNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF$10,817,611$88,478 ▲0.8%220,3186.5%ETFPAVEGlobal X U.S. Infrastructure Development ETF$8,251,356$112,474 ▲1.4%189,3484.9%ETFJMBSJanus Henderson Mortgage-Backed Securities ETF$7,440,946$162,856 ▼-2.1%165,1714.4%ETFAIRRFirst Trust RBA American Industrial Renaissance ETF$6,241,227$843,798 ▲15.6%76,6733.7%ManufacturingAAPLApple$6,109,485$421,598 ▼-6.5%29,7943.6%Computer and TechnologyIWYiShares Russell Top 200 Growth ETF$5,043,841$74,446 ▲1.5%20,4613.0%ETFNVDANVIDIA$4,875,992$101,534 ▼-2.0%30,7832.9%Computer and TechnologyCOWZPacer US Cash Cows 100 ETF$4,187,949$37,138 ▲0.9%76,0062.5%ETFXMMOInvesco S&P MidCap Momentum ETF$4,183,176$160,659 ▲4.0%32,5212.5%ETFVVisa$3,965,069$211,248 ▲5.6%11,1682.4%Business ServicesITOTiShares Core S&P Total U.S. Stock Market ETF$3,787,212$172,447 ▲4.8%28,0452.3%ETFMSFTMicrosoft$3,659,366$37,880 ▼-1.0%7,3422.2%Computer and TechnologyVGTVanguard Information Technology ETF$2,745,316$23,878 ▲0.9%4,1391.6%ETFQQQInvesco QQQ$2,672,632$6,626 ▲0.2%4,8401.6%FinanceAMZNAmazon.com$2,551,828$9,870 ▼-0.4%11,6351.5%Retail/WholesaleDGRWWisdomTree U.S. Quality Dividend Growth Fund$2,318,682$7,612 ▲0.3%27,7181.4%ManufacturingSMHVanEck Semiconductor ETF$2,124,325$34,862 ▲1.7%7,6171.3%ManufacturingUSMViShares MSCI USA Min Vol Factor ETF$1,958,488$137,706 ▲7.6%20,8641.2%ETFJPMJPMorgan Chase & Co.$1,867,108$8,988 ▲0.5%6,4401.1%FinanceIWFiShares Russell 1000 Growth ETF$1,834,858$189,769 ▲11.5%4,3221.1%ETFNFLXNetflix$1,116,834$4,017 ▼-0.4%8340.7%Consumer DiscretionaryLMTLockheed Martin$964,4780.0%2,0820.6%AerospaceMETAMeta Platforms$960,147$8,890 ▼-0.9%1,2960.6%Computer and TechnologyUTFCohen & Steers Infrastructure Fund$951,032$27,031 ▲2.9%35,2890.6%Financial ServicesXOMExxon Mobil$892,955$23,502 ▼-2.6%8,2830.5%EnergyIYWiShares U.S. Technology ETF$857,023$520 ▼-0.1%4,9460.5%ManufacturingSPHQInvesco S&P 500 Quality ETF$784,784$17,245 ▲2.2%11,0130.5%ETFPGRProgressive$766,028$44,025 ▲6.1%2,8710.5%FinanceSHWSherwin-Williams$665,723$90,297 ▲15.7%1,9390.4%Basic MaterialsXMHQInvesco S&P MidCap Quality ETF$651,626$11,689 ▲1.8%6,6340.4%ETFOUSAALPS O'Shares U.S. Quality Dividend ETF$610,553$25,042 ▲4.3%11,3130.4%ETFEWEdwards Lifesciences$565,067$7,821 ▼-1.4%7,2250.3%MedicalHONHoneywell International$559,765$5,821 ▼-1.0%2,4040.3%Multi-Sector ConglomeratesWMTWalmart$551,505$293 ▲0.1%5,6400.3%Retail/WholesalePGProcter & Gamble$549,720$175,012 ▲46.7%3,4520.3%Consumer StaplesMOAltria Group$543,067$1,173 ▼-0.2%9,2590.3%Consumer StaplesMAMastercard$541,265$3,934 ▼-0.7%9630.3%Business ServicesCOSTCostco Wholesale$535,4650.0%5390.3%Retail/WholesaleAVGOBroadcom$533,059$533,059 ▲New Holding1,9340.3%Computer and TechnologyIYHiShares U.S. Healthcare ETF$531,6960.0%9,4140.3%ETFBNY MELLON$531,667$9,065 ▼-1.7%15,3670.3%ETFPFEPfizer$494,574$96,002 ▲24.1%20,4110.3%MedicalITAiShares U.S. Aerospace & Defense ETF$493,660$1,132 ▼-0.2%2,6170.3%ETFHDHome Depot$469,088$35,028 ▼-6.9%1,2990.3%Retail/WholesaleBUFDFT Vest Laddered Deep Buffer ETF$464,136$53,120 ▲12.9%17,4750.3%ETFLLYEli Lilly and Company$454,807$35,105 ▼-7.2%5830.3%MedicalMCDMcDonald's$403,131$584 ▲0.1%1,3800.2%Retail/WholesaleNVONovo Nordisk A/S$370,465$107,049 ▼-22.4%5,3710.2%MedicalSBUXStarbucks$364,781$11,179 ▼-3.0%3,9810.2%Retail/WholesaleBUFQFT Vest Laddered Nasdaq Buffer ETF$364,403$129,480 ▲55.1%10,9760.2%ETFPOWAInvesco Bloomberg Pricing Power ETF$361,763$8,659 ▲2.5%4,1780.2%ETFCIBRFirst Trust Nasdaq Cybersecurity ETF$340,563$60,464 ▲21.6%4,5060.2%ManufacturingJHMMJohn Hancock Multifactor Mid Cap ETF$338,168$183 ▲0.1%5,5320.2%ETFVOOVanguard S&P 500 ETF$312,7080.0%5500.2%ETFXLIIndustrial Select Sector SPDR Fund$307,732$148 ▲0.0%2,0860.2%ETFTSLATesla$300,641$16,665 ▼-5.3%9020.2%Auto/Tires/TrucksKBESPDR S&P Bank ETF$297,768$167 ▲0.1%5,3400.2%ETFPHYLPGIM Active High Yield Bond ETF$294,555$3,375 ▲1.2%8,2920.2%ETFIYKiShares U.S. Consumer Staples ETF$284,2720.0%4,0330.2%ETFETNEaton$279,642$10,000 ▼-3.5%7830.2%IndustrialsDELLDell Technologies$274,562$274,562 ▲New Holding2,2390.2%Computer and TechnologyGLDSPDR Gold Shares$274,347$3,048 ▼-1.1%9000.2%FinanceJNJJohnson & Johnson$271,690$3,207 ▼-1.2%1,7790.2%MedicalTTETotalEnergies$268,296$737 ▲0.3%4,3700.2%EnergyGOOGLAlphabet$255,8260.0%1,4500.2%Computer and TechnologyTAT&T$252,889$2,031 ▼-0.8%8,7160.2%Computer and TechnologyFIVGDefiance Next Gen Connectivity ETF$252,679$252,679 ▲New Holding4,7840.2%ETFSPHYSPDR Portfolio High Yield Bond ETF$250,2550.0%10,3000.1%ETFQUALiShares MSCI USA Quality Factor ETF$244,573$14,258 ▼-5.5%1,3380.1%ETFXLVHealth Care Select Sector SPDR Fund$242,862$69,466 ▼-22.2%1,8040.1%ETFBSTBlackRock Science and Technology Trust$240,893$1,718 ▼-0.7%6,3110.1%Financial ServicesIYCiShares U.S. Consumer Discretionary ETF$231,3060.0%2,3210.1%ETFRTXRTX$225,4340.0%1,5400.1%AerospaceIBMInternational Business Machines$217,637$217,637 ▲New Holding7380.1%Computer and TechnologyULSTSPDR SSgA Ultra Short Term Bond ETF$215,4980.0%5,3000.1%ETFBSXBoston Scientific$214,8200.0%2,0000.1%MedicalMPCMarathon Petroleum$207,921$207,921 ▲New Holding1,2520.1%EnergyFCNCAFirst Citizens BancShares$203,473$203,473 ▲New Holding1040.1%FinanceHSBCHSBC$203,419$203,419 ▲New Holding3,3460.1%FinanceIYFiShares U.S. Financials ETF$200,726$200,726 ▲New Holding1,6590.1%ETFRSPInvesco S&P 500 Equal Weight ETF$200,123$200,123 ▲New Holding1,1130.1%ETFPCNPIMCO Corporate & Income Strategy Fund$182,109$2,335 ▲1.3%14,3510.1%Financial ServicesGABGabelli Equity Trust$174,471$1,362 ▲0.8%29,9780.1%FinancePGFInvesco Financial Preferred ETF$167,848$35,443 ▼-17.4%11,8960.1%ManufacturingAGLAgilon Health$71,300$18,400 ▲34.8%31,0000.0%MedicalNAKNorthern Dynasty Minerals$18,760$5,360 ▲40.0%14,0000.0%Basic MaterialsTLRYTilray Brands$8,4450.0%20,3800.0%MedicalUGROurban-gro$5,7190.0%19,0000.0%IndustrialsUNHUnitedHealth Group$0$387,932 ▼-100.0%00.0%MedicalLOWLowe's Companies$0$239,297 ▼-100.0%00.0%Retail/WholesaleMRKMerck & Co., Inc.$0$210,262 ▼-100.0%00.0%MedicalShowing 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. 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