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Symphony Financial Services, Inc.

Portfolio Manager
Symphony Financial Services, Inc.
Performance
-2.46% (2026 Q1)
AUM (13F)
$194.79M
# of Holdings
99
Performance Rank
Allocation (Top 20)
73.56%

Symphony Financial Services, Inc. Holdings Map

Top 50 Symphony Financial Services, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
PYLD
PIMCO ENHANCED
10.59%787.4K$20.6M
+4.34%(+32.76K)
2025-Q1: 549.5K shares2025-Q2: 547.3K shares2025-Q3: 590.0K shares2025-Q4: 754.7K shares2026-Q1: 787.4K shares
$26.31(+0.30%)
2026-03-31
BUFR
FIRST TRUST
8.52%491.6K$16.6M
+5.52%(+25.73K)
2025-Q1: 423.7K shares2025-Q2: 435.3K shares2025-Q3: 439.9K shares2025-Q4: 465.8K shares2026-Q1: 491.6K shares
$30.54(+19.69%)
2026-03-31
USMC
PRINCIPAL US
8.01%242.6K$15.6M
+6.09%(+13.93K)
2025-Q1: 196.9K shares2025-Q2: 211.8K shares2025-Q3: 214.5K shares2025-Q4: 228.7K shares2026-Q1: 242.6K shares
$56.26(+31.57%)
2026-03-31
PAVE
GLOBAL X
5.44%208.7K$10.6M
+1.40%(+2.88K)
2025-Q1: 186.8K shares2025-Q2: 189.3K shares2025-Q3: 200.5K shares2025-Q4: 205.8K shares2026-Q1: 208.7K shares
$39.24(+45.63%)
2026-03-31
AIRR
FIRST TRUST
5.18%91.1K$10.1M
+5.65%(+4.87K)
2025-Q1: 66.3K shares2025-Q2: 76.7K shares2025-Q3: 76.9K shares2025-Q4: 86.2K shares2026-Q1: 91.1K shares
$77.16(+63.18%)
2026-03-31
KNG
FIRST TRUST
4.9%196.0K$9.5M
+3.98%(+7.51K)
2025-Q1: 218.5K shares2025-Q2: 220.3K shares2025-Q3: 220.2K shares2025-Q4: 188.5K shares2026-Q1: 196.0K shares
$50.30(+2.64%)
2026-03-31
JMBS
JANUS HENDERSON
3.9%168.1K$7.6M
-0.44%(-749)
2025-Q1: 168.8K shares2025-Q2: 165.2K shares2025-Q3: 169.2K shares2025-Q4: 168.8K shares2026-Q1: 168.1K shares
$45.02(-0.07%)
2026-03-31
AAPL
APPLE INC
3.66%28.1K$7.1M
-3.17%(-919)
2025-Q1: 31.9K shares2025-Q2: 29.8K shares2025-Q3: 29.4K shares2025-Q4: 29.0K shares2026-Q1: 28.1K shares
$194.11(+58.99%)
2026-03-31
IWY
ISHARES RUSSELL
2.78%21.8K$5.4M
-4.91%(-1.12K)
2025-Q1: 20.2K shares2025-Q2: 20.5K shares2025-Q3: 22.7K shares2025-Q4: 22.9K shares2026-Q1: 21.8K shares
$218.56(+29.66%)
2026-03-31
NVDA
NVIDIA CORP
2.6%29.0K$5.1M
-2.60%(-774)
2025-Q1: 31.4K shares2025-Q2: 30.8K shares2025-Q3: 30.8K shares2025-Q4: 29.8K shares2026-Q1: 29.0K shares
$108.60(+79.40%)
2026-03-31

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