| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| J P MORGAN EXCHANGE-TRADED F | 15 | Q3 2023 | 25.0% |
| MICROSOFT CORP | 15 | Q3 2023 | 4.6% |
| ISHARES TR | 15 | Q3 2023 | 4.2% |
| APPLE INC | 15 | Q3 2023 | 3.4% |
| VANGUARD INDEX FDS | 15 | Q3 2023 | 5.1% |
| AMAZON COM INC | 15 | Q3 2023 | 2.9% |
| SPDR GOLD TRUST | 15 | Q3 2023 | 2.5% |
| SPDR S&P 500 ETF TR | 15 | Q3 2023 | 4.8% |
| NEXTERA ENERGY INC | 15 | Q3 2023 | 2.2% |
| COSTCO WHSL CORP NEW | 15 | Q3 2023 | 1.9% |
View Symphony Financial, Ltd. Co.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-17 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-07-12 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-01-26 |
| 13F-HR | 2022-10-28 |
| 13F-HR | 2022-07-18 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-01-19 |
View Symphony Financial, Ltd. Co.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.