Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2022 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
JANUS DETROIT STR TR | 1 | Q2 2024 | 10.7% |
JANUS DETROIT STR TR | 1 | Q2 2024 | 8.9% |
PRINCIPAL EXCHANGE TRADED FD | 1 | Q2 2024 | 6.8% |
APPLE INC | 1 | Q2 2024 | 6.5% |
GLOBAL X FDS | 1 | Q2 2024 | 5.7% |
NVIDIA CORPORATION | 1 | Q2 2024 | 3.9% |
MICROSOFT CORP | 1 | Q2 2024 | 3.8% |
GOLDMAN SACHS ETF TR | 1 | Q2 2024 | 3.7% |
ISHARES TR | 1 | Q2 2024 | 2.8% |
PACER FDS TR | 1 | Q2 2024 | 2.6% |
View Symphony Financial Services, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-19 |
13F-HR | 2024-08-09 |
View Symphony Financial Services, Inc.'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.