StockDrifts LogoStockDrifts

Symphony Financial, Ltd. Co.

Portfolio Manager
Symphony Financial, Ltd. Co.
Performance
-4.54% (2026 Q1)
AUM (13F)
$755.03M
# of Holdings
315
Performance Rank
Allocation (Top 20)
46.58%

Symphony Financial, Ltd. Co. Holdings Map

Top 50 Symphony Financial, Ltd. Co. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPTM
SPDR SERIES TRUST
4.97%481.3K$37.5M
-18.68%(-110.54K)
2025-Q1: 7.5K shares2025-Q2: 623.1K shares2025-Q3: 613.2K shares2025-Q4: 591.8K shares2026-Q1: 481.3K shares
$71.06(+26.51%)
2026-03-31
NVDA
NVIDIA CORPORATION
4.14%183.0K$31.2M
+2.14%(+3.83K)
2025-Q1: 116.5K shares2025-Q2: 224.6K shares2025-Q3: 234.2K shares2025-Q4: 179.2K shares2026-Q1: 183.0K shares
$104.77(+115.55%)
2026-03-31
SPYG
SPDR SERIES TRUST
3.5%274.8K$26.5M
-1.60%(-4.47K)
2025-Q1: 115.1K shares2025-Q2: 302.6K shares2025-Q3: 324.7K shares2025-Q4: 279.3K shares2026-Q1: 274.8K shares
$78.77(+50.86%)
2026-03-31
AVDE
AMERICAN CENTY ETF TR
3.37%305.9K$25.5M
+34.61%(+78.65K)
2025-Q1: 6.6K shares2025-Q2: 212.9K shares2025-Q3: 221.4K shares2025-Q4: 227.2K shares2026-Q1: 305.9K shares
$73.93(+23.59%)
2026-03-31
PULS
PGIM ETF TR
2.7%412.0K$20.4M
+24.74%(+81.72K)
2025-Q1: 9.4K shares2025-Q2: 301.7K shares2025-Q3: 326.3K shares2025-Q4: 330.2K shares2026-Q1: 412.0K shares
$49.69(-0.14%)
2026-03-31
AAPL
APPLE INC
2.56%77.6K$19.3M
+4.41%(+3.28K)
2025-Q1: 29.0K shares2025-Q2: 94.0K shares2025-Q3: 94.3K shares2025-Q4: 74.3K shares2026-Q1: 77.6K shares
$206.56(+44.69%)
2026-03-31
AMZN
AMAZON COM INC
2.28%83.4K$17.2M
+7.01%(+5.46K)
2025-Q1: 19.3K shares2025-Q2: 89.0K shares2025-Q3: 90.8K shares2025-Q4: 77.9K shares2026-Q1: 83.4K shares
$196.58(+37.41%)
2026-03-31
GLD
SPDR GOLD TR
2.25%40.1K$17.0M
-2.16%(-887)
2025-Q1: 0 shares2025-Q2: 40.1K shares2025-Q3: 39.3K shares2025-Q4: 41.0K shares2026-Q1: 40.1K shares
$206.82(+108.16%)
2026-03-31
MSFT
MICROSOFT CORP
2.22%46.0K$16.8M
+5.71%(+2.48K)
2025-Q1: 10.6K shares2025-Q2: 55.5K shares2025-Q3: 51.9K shares2025-Q4: 43.5K shares2026-Q1: 46.0K shares
$409.85(-1.13%)
2026-03-31
SPIB
SPDR SERIES TRUST
2.11%475.9K$15.9M
+5.49%(+24.79K)
2025-Q1: 61.3K shares2025-Q2: 466.9K shares2025-Q3: 530.5K shares2025-Q4: 451.2K shares2026-Q1: 475.9K shares
$33.43(+0.01%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Symphony Financial, Ltd. Co., compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all