Top 50 Symphony Financial, Ltd. Co. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPTM | SPDR SERIES TRUST | 4.97% | 481.3K | $37.5M | -18.68%(-110.54K) | $71.06(+26.51%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 4.14% | 183.0K | $31.2M | +2.14%(+3.83K) | $104.77(+115.55%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 3.5% | 274.8K | $26.5M | -1.60%(-4.47K) | $78.77(+50.86%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 3.37% | 305.9K | $25.5M | +34.61%(+78.65K) | $73.93(+23.59%) | 2026-03-31 | |
| PULS | PGIM ETF TR | 2.7% | 412.0K | $20.4M | +24.74%(+81.72K) | $49.69(-0.14%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.56% | 77.6K | $19.3M | +4.41%(+3.28K) | $206.56(+44.69%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.28% | 83.4K | $17.2M | +7.01%(+5.46K) | $196.58(+37.41%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 2.25% | 40.1K | $17.0M | -2.16%(-887) | $206.82(+108.16%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.22% | 46.0K | $16.8M | +5.71%(+2.48K) | $409.85(-1.13%) | 2026-03-31 | |
| SPIB | SPDR SERIES TRUST | 2.11% | 475.9K | $15.9M | +5.49%(+24.79K) | $33.43(+0.01%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.71% | +54.90% |
| Top 20 Holdings Unweighted | +15.15% | +52.67% |
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