Symphony Financial, Ltd. Co.

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 18, 2024
Value $
$548M
Signature - Title
Aryn Sands - Agent
Location
17725 John F. Kennedy Blvd., Suite 201, Houston, TX
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 209 $548M +$133M -$13.5M +$119M SPTM, SPYG, NVDA, MSFT, AAPL 13F-HR 7/17/2024, 08:50 PM
Q1 2024 191 $429M +$31.5M -$93.1M -$61.5M SPTM, SPYG, MSFT, AGGY, NVDA 13F-HR 4/17/2024, 02:14 PM
Q4 2023 192 $464M +$127M -$109M +$18.5M SPTM, AVUV, MSFT, AVDE, IJH 13F-HR 1/18/2024, 03:13 PM
Q3 2023 191 $408M +$69.9M -$56.2M +$13.7M IJH, IEFA, IUSV, VTI, SPTM 13F-HR 11/7/2023, 04:35 PM
Q2 2023 183 $407M +$44.9M -$20.9M +$24M SPYG, IJH, SPTM, IEFA, IUSV 13F-HR 7/12/2023, 05:27 PM
Q1 2023 202 $386M +$26.9M -$27.7M -$815K SPYG, SPTM, IJH, QUAL, IUSV 13F-HR 5/3/2023, 05:12 PM
Q4 2022 187 $378M +$89.3M -$28.2M +$61.1M IJH, SPYG, SPTM, QUAL, IUSV 13F-HR 1/26/2023, 03:46 PM
Q3 2022 189 $305M +$39.9M -$40M -$96.9K SPYG, SPTM, IJH, MSFT, QUAL 13F-HR 10/27/2022, 06:22 PM
Q2 2022 179 $338M +$29.1M -$46.7M -$17.6M SPYG, SPTM, IEFA, IJH, QUAL 13F-HR 7/18/2022, 05:17 PM
Q1 2022 189 $424M +$129M -$20.1M +$109M SPYG, IEFA, IJH, QUAL, SPTM 13F-HR 5/13/2022, 02:24 PM
Q4 2021 172 $344M +$105M -$36.2M +$68.6M SPYG, JPST, IEMG, QUAL, IJH 13F-HR 1/18/2022, 07:43 PM
Q3 2021 169 $285M +$29.5M -$36.1M -$6.66M BND, JPST, SPYG, IEMG, QUAL 13F-HR 10/12/2021, 11:40 AM
Q2 2021 162 $294M +$21.6M -$68.2M -$46.6M BND, JPST, SPYG, MSFT, IEMG 13F-HR 7/12/2021, 07:22 PM
Q1 2021 182 $290M +$69.3M -$48.9M +$20.4M JPST, BND, SPYG, MSFT, AAPL 13F-HR 4/15/2021, 03:38 PM
Q4 2020 151 $275M +$51.9M -$21.8M +$30M JPST, BND, SPYG, MSFT, AAPL 13F-HR 1/13/2021, 12:53 PM
Q3 2020 135 $243M +$49.4M -$9.51M +$39.9M JPST, BND, SPYG, MSFT, AAPL 13F-HR 10/9/2020, 10:52 AM
Q2 2020 132 $206M +$60.3M -$11.7M +$48.6M JPST, BND, MSFT, SPYG, AMZN 13F-HR 7/8/2020, 01:57 PM
Q1 2020 93 $144M JPST, BND, SPY, MSFT, USMV 13F-HR 5/6/2020, 06:01 PM