| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2024 | ||||||||
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.