Symphony Financial Services, Inc. Top Holdings and 13F Report (2025) About Symphony Financial Services, Inc.Investment ActivitySymphony Financial Services, Inc. has $153.08 million in total holdings as of March 31, 2025.Symphony Financial Services, Inc. owns shares of 86 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 27.01% of the portfolio was purchased this quarter.About 5.36% of the portfolio was sold this quarter.This quarter, Symphony Financial Services, Inc. has purchased 80 new stocks and bought additional shares in 32 stocks.Symphony Financial Services, Inc. sold shares of 38 stocks and completely divested from 5 stocks this quarter.Largest Holdings PIMCO Multi Sector Bond Active ETF $14,479,859Janus Henderson AAA CLO ETF $13,023,138FT Vest Laddered Buffer ETF $12,580,247Principal U.S. Mega-Cap ETF $11,181,710FT Vest S&P 500 Dividend Aristocrats Target Income ETF $11,039,428 Largest New Holdings this Quarter 33739Q705 - FT Vest S&P 500 Dividend Aristocrats Target Income ETF $11,039,428 Holding33738R704 - First Trust RBA American Industrial Renaissance ETF $4,522,794 Holding05613H209 - BNY MELLON ETF $482,372 Holding78467V707 - SPDR SSgA Ultra Short Term Bond ETF $217,596 Holding33740U752 - FT Vest Laddered Nasdaq Buffer ETF $211,289 Holding Largest Purchases this Quarter FT Vest S&P 500 Dividend Aristocrats Target Income ETF 218,516 shares (about $11.04M)FT Vest Laddered Buffer ETF 351,470 shares (about $10.44M)PIMCO Multi Sector Bond Active ETF 333,665 shares (about $8.79M)First Trust RBA American Industrial Renaissance ETF 66,307 shares (about $4.52M)Principal U.S. Mega-Cap ETF 46,807 shares (about $2.66M) Largest Sales this Quarter Janus Henderson Mortgage-Backed Securities ETF 73,057 shares (about $3.30M)Janus Henderson AAA CLO ETF 34,783 shares (about $1.76M)Netflix 165 shares (about $153.87K)Mastercard 255 shares (about $139.80K)Eli Lilly and Company 147 shares (about $121.40K) 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$14,479,859$8,792,077 ▲154.6%549,5209.5%ETFJAAAJanus Henderson AAA CLO ETF$13,023,138$1,763,846 ▼-11.9%256,8168.5%ETFBUFRFT Vest Laddered Buffer ETF$12,580,247$10,435,144 ▲486.5%423,7208.2%ETFUSMCPrincipal U.S. Mega-Cap ETF$11,181,710$2,657,707 ▲31.2%196,9307.3%ManufacturingKNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF$11,039,428$11,039,428 ▲New Holding218,5167.2%ETFJMBSJanus Henderson Mortgage-Backed Securities ETF$7,629,111$3,302,169 ▼-30.2%168,7865.0%ETFAAPLApple$7,074,806$88,185 ▲1.3%31,8504.6%Computer and TechnologyPAVEGlobal X U.S. Infrastructure Development ETF$7,046,714$99,607 ▲1.4%186,7674.6%ETFAIRRFirst Trust RBA American Industrial Renaissance ETF$4,522,794$4,522,794 ▲New Holding66,3073.0%ManufacturingIWYiShares Russell Top 200 Growth ETF$4,252,339$243,003 ▲6.1%20,1592.8%ETFCOWZPacer US Cash Cows 100 ETF$4,125,168$328,614 ▲8.7%75,3322.7%ETFVVisa$3,705,388$94,273 ▼-2.5%10,5732.4%Business ServicesXMMOInvesco S&P MidCap Momentum ETF$3,557,503$631,937 ▲21.6%31,2722.3%ETFNVDANVIDIA$3,405,732$31,972 ▼-0.9%31,4242.2%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$3,265,989$33,309 ▼-1.0%26,7682.1%ETFMSFTMicrosoft$2,784,487$73,197 ▼-2.6%7,4181.8%Computer and TechnologyQQQInvesco QQQ$2,264,016$45,956 ▼-2.0%4,8281.5%FinanceVGTVanguard Information Technology ETF$2,225,385$62,916 ▲2.9%4,1031.5%ETFAMZNAmazon.com$2,222,237$65,069 ▼-2.8%11,6801.5%Retail/WholesaleDGRWWisdomTree U.S. Quality Dividend Growth Fund$2,206,260$50,870 ▼-2.3%27,6271.4%ManufacturingUSMViShares MSCI USA Min Vol Factor ETF$1,816,758$77,552 ▼-4.1%19,3971.2%ETFSMHVanEck Semiconductor ETF$1,584,406$36,163 ▼-2.2%7,4921.0%ManufacturingJPMJPMorgan Chase & Co.$1,572,083$19,378 ▼-1.2%6,4091.0%FinanceIWFiShares Russell 1000 Growth ETF$1,399,177$47,301 ▲3.5%3,8750.9%ETFXOMExxon Mobil$1,010,983$476 ▲0.0%8,5010.7%EnergyLMTLockheed Martin$930,263$6,255 ▼-0.7%2,0820.6%AerospaceUTFCohen & Steers Infrastructure Fund$876,006$83,625 ▲10.6%34,2860.6%Financial ServicesNFLXNetflix$780,528$153,868 ▼-16.5%8370.5%Consumer DiscretionaryPGRProgressive$765,849$13,302 ▼-1.7%2,7060.5%FinanceMETAMeta Platforms$753,879$48,991 ▼-6.1%1,3080.5%Computer and TechnologySPHQInvesco S&P 500 Quality ETF$714,556$7,762 ▲1.1%10,7710.5%ETFIYWiShares U.S. Technology ETF$695,062$26,404 ▲3.9%4,9490.5%ManufacturingXMHQInvesco S&P MidCap Quality ETF$596,356$15,744 ▼-2.6%6,5150.4%ETFSHWSherwin-Williams$585,212$698 ▲0.1%1,6760.4%Basic MaterialsOUSAALPS O'Shares U.S. Quality Dividend ETF$577,384$34,806 ▼-5.7%10,8490.4%ETFIYHiShares U.S. Healthcare ETF$573,215$9,133 ▲1.6%9,4140.4%ETFMOAltria Group$556,925$32,771 ▲6.3%9,2790.4%Consumer StaplesMAMastercard$531,779$139,798 ▼-20.8%9700.3%Business ServicesEWEdwards Lifesciences$530,916$43,488 ▼-7.6%7,3250.3%MedicalLLYEli Lilly and Company$518,619$121,396 ▼-19.0%6280.3%MedicalHONHoneywell International$514,270$34,511 ▼-6.3%2,4290.3%Multi-Sector ConglomeratesHDHome Depot$511,437$19,417 ▲3.9%1,3960.3%Retail/WholesaleCOSTCostco Wholesale$509,594$13,236 ▼-2.5%5390.3%Retail/WholesaleWMTWalmart$494,831$1,668 ▼-0.3%5,6370.3%Retail/WholesaleBNY MELLON ETF$482,372$482,372 ▲New Holding15,6290.3%ETFNVONovo Nordisk A/S$480,763$33,055 ▼-6.4%6,9230.3%MedicalMCDMcDonald's$430,595$312 ▲0.1%1,3780.3%Retail/WholesalePFEPfizer$416,820$73,132 ▲21.3%16,4490.3%MedicalSBUXStarbucks$402,486$34,432 ▼-7.9%4,1030.3%Retail/WholesaleITAiShares U.S. Aerospace & Defense ETF$401,546$3,674 ▼-0.9%2,6230.3%ETFPGProcter & Gamble$400,968$1,874 ▼-0.5%2,3530.3%Consumer StaplesUNHUnitedHealth Group$387,932$15,706 ▼-3.9%7410.3%MedicalBUFDFT Vest Laddered Deep Buffer ETF$386,101$68,612 ▲21.6%15,4750.3%ETFXLVHealth Care Select Sector SPDR Fund$338,727$71,687 ▲26.8%2,3200.2%ETFPOWAInvesco Bloomberg Pricing Power ETF$335,015$36,558 ▲12.2%4,0780.2%ETFJHMMJohn Hancock Multifactor Mid Cap ETF$316,800$2,750 ▼-0.9%5,5290.2%ETFJNJJohnson & Johnson$298,558$38,481 ▼-11.4%1,8000.2%MedicalIYKiShares U.S. Consumer Staples ETF$288,668$32,209 ▲12.6%4,0330.2%ETFPHYLPGIM Active High Yield Bond ETF$285,733$15,198 ▲5.6%8,1970.2%ETFVOOVanguard S&P 500 ETF$282,651$33,404 ▲13.4%5500.2%ETFKBESPDR S&P Bank ETF$282,647$28,545 ▲11.2%5,3370.2%ETFTTETotalEnergies$281,917$10,674 ▼-3.6%4,3580.2%EnergyXLIIndustrial Select Sector SPDR Fund$273,279$6,422 ▼-2.3%2,0850.2%ETFGLDSPDR Gold Shares$262,207$2,593 ▼-1.0%9100.2%FinanceTAT&T$248,473$2,319 ▼-0.9%8,7860.2%Computer and TechnologyTSLATesla$246,720$82,413 ▲50.2%9520.2%Auto/Tires/TrucksQUALiShares MSCI USA Quality Factor ETF$242,054$171 ▲0.1%1,4160.2%ETFSPHYSPDR Portfolio High Yield Bond ETF$241,418$16,407 ▼-6.4%10,3000.2%ETFLOWLowe's Companies$239,297$16,093 ▼-6.3%1,0260.2%Retail/WholesaleCIBRFirst Trust Nasdaq Cybersecurity ETF$233,4780.0%3,7060.2%ManufacturingGOOGLAlphabet$224,2280.0%1,4500.1%Computer and TechnologyETNEaton$220,545$4,623 ▲2.1%8110.1%IndustrialsULSTSPDR SSgA Ultra Short Term Bond ETF$217,596$217,596 ▲New Holding5,3000.1%ETFBUFQFT Vest Laddered Nasdaq Buffer ETF$211,289$211,289 ▲New Holding7,0760.1%ETFMRKMerck & Co., Inc.$210,262$210,262 ▲New Holding2,3420.1%MedicalBSTBlackRock Science and Technology Trust$209,694$15,539 ▲8.0%6,3560.1%Financial ServicesPGFInvesco Financial Preferred ETF$205,751$14,637 ▼-6.6%14,4080.1%ManufacturingIYCiShares U.S. Consumer Discretionary ETF$205,0390.0%2,3210.1%ETFRTXRTX$203,986$203,986 ▲New Holding1,5400.1%AerospaceBSXBoston Scientific$201,760$201,760 ▲New Holding2,0000.1%MedicalPCNPIMCO Corporate & Income Strategy Fund$193,384$193,384 ▲New Holding14,1670.1%Financial ServicesGABThe Gabelli Equity Trust$163,890$8,943 ▲5.8%29,7440.1%FinanceAGLagilon health$99,5900.0%23,0000.1%MedicalTLRYTilray$13,4000.0%20,3800.0%Consumer StaplesNAKNorthern Dynasty Minerals$11,500$11,500 ▲New Holding10,0000.0%Basic MaterialsUGROurban-gro$7,676$7,676 ▲New Holding19,0000.0%IndustrialsOUSMALPS O'Shares U.S. Small-Cap Quality Dividend ETF$0$910,950 ▼-100.0%00.0%ETFIJHiShares Core S&P Mid-Cap ETF$0$250,490 ▼-100.0%00.0%ETFFCNCAFirst Citizens BancShares$0$219,754 ▼-100.0%00.0%FinanceRSPInvesco S&P 500 Equal Weight ETF$0$202,314 ▼-100.0%00.0%ETFMPCMarathon Petroleum$0$201,235 ▼-100.0%00.0%EnergyShowing 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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