HoldingsChannel.com
| Entity | Amount | Change
03/31/2022 to 06/30/2022 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SPDR SER TR (SPYG) |
358,537 | -31,654 | $18,981 |
| SPYG | 358,537 | -31,654 | $18,981 |
| SPDR SER TR (SPTM) |
348,480 | +32,072 | $16,330 |
| SPTM | 348,480 | +32,072 | $16,330 |
| ISHARES TR (IEFA) |
269,895 | -40,583 | $15,859 |
| IEFA | 269,895 | -40,583 | $15,859 |
| ISHARES TR (IJH) |
61,513 | -13,106 | $14,073 |
| IJH | 61,513 | -13,106 | $14,073 |
| ISHARES TR (QUAL) |
111,835 | -28,125 | $12,616 |
| QUAL | 111,835 | -28,125 | $12,616 |
| ISHARES TR (IWM) |
67,451 | -12,580 | $11,531 |
| IWM | 67,451 | -12,580 | $11,531 |
| MICROSOFT CORP |
41,484 | -5,312 | $10,790 |
| MSFT | 41,484 | -5,312 | $10,790 |
| VANGUARD INDEX FDS (VTI) |
51,872 | -20,521 | $9,896 |
| VTI | 51,872 | -20,521 | $9,896 |
| APPLE INC |
65,405 | -19,597 | $9,161 |
| AAPL | 65,405 | -19,597 | $9,161 |
| ISHARES TR (IUSV) |
128,262 | -22,983 | $8,630 |
| IUSV | 128,262 | -22,983 | $8,630 |
| J P MORGAN EXCHANGE TRADED F (JPST) |
156,366 | -90,382 | $7,832 |
| JPST | 156,366 | -90,382 | $7,832 |
| ISHARES INC (IEMG) |
148,102 | -27,536 | $7,222 |
| IEMG | 148,102 | -27,536 | $7,222 |
| SSGA ACTIVE ETF TR (SRLN) |
157,503 | -11,182 | $6,593 |
| SRLN | 157,503 | -11,182 | $6,593 |
| VANECK ETF TRUST (ANGL) |
236,046 | +13,479 | $6,376 |
| ANGL | 236,046 | +13,479 | $6,376 |
| AMAZON COM INC |
54,992 | +52,083 | $5,993 |
| AMZN | 54,992 | +52,083 | $5,993 |
| EXXON MOBIL CORP |
67,060 | +5,563 | $5,909 |
| XOM | 67,060 | +5,563 | $5,909 |
| ISHARES TR (IVV) |
13,828 | +2,076 | $5,287 |
| IVV | 13,828 | +2,076 | $5,287 |
| SPDR GOLD TR (GLD) |
28,683 | +553 | $4,861 |
| GLD | 28,683 | +553 | $4,861 |
| COSTCO WHSL CORP NEW |
9,907 | -557 | $4,663 |
| COST | 9,907 | -557 | $4,663 |
| ISHARES TR (IUSG) |
51,674 | -29,869 | $4,406 |
| IUSG | 51,674 | -29,869 | $4,406 |
| NEXTERA ENERGY INC |
53,375 | +1,301 | $4,058 |
| NEE | 53,375 | +1,301 | $4,058 |
| ABBOTT LABS |
34,096 | -161 | $3,720 |
| ABT | 34,096 | -161 | $3,720 |
| SPDR S&P 500 ETF TR (SPY) |
8,989 | -376 | $3,419 |
| SPY | 8,989 | -376 | $3,419 |
| ALPHABET INC |
1,428 | -548 | $3,206 |
| GOOG | 1,428 | -548 | $3,206 |
| ADOBE SYSTEMS INCORPORATED |
8,518 | +2,481 | $3,140 |
| ADBE | 8,518 | +2,481 | $3,140 |
| LOWES COS INC |
16,802 | -472 | $2,960 |
| LOW | 16,802 | -472 | $2,960 |
| TEXAS INSTRS INC |
19,285 | +602 | $2,946 |
| TXN | 19,285 | +602 | $2,946 |
| SALESFORCE INC |
16,931 | +5,682 | $2,887 |
| CRM | 16,931 | +5,682 | $2,887 |
| PROCTER AND GAMBLE CO |
19,163 | -5,219 | $2,725 |
| PG | 19,163 | -5,219 | $2,725 |
| CONSOLIDATED EDISON INC |
27,273 | +80 | $2,583 |
| ED | 27,273 | +80 | $2,583 |
| DUKE ENERGY CORP NEW |
23,051 | +37 | $2,444 |
| DUK | 23,051 | +37 | $2,444 |
| VERIZON COMMUNICATIONS INC |
47,026 | +29,123 | $2,396 |
| VZ | 47,026 | +29,123 | $2,396 |
| ALPHABET INC |
1,010 | -175 | $2,258 |
| GOOGL | 1,010 | -175 | $2,258 |
| QUALCOMM INC |
17,217 | +678 | $2,242 |
| QCOM | 17,217 | +678 | $2,242 |
| S&P GLOBAL INC |
6,402 | -383 | $2,145 |
| SPGI | 6,402 | -383 | $2,145 |
| PRICE T ROWE GROUP INC |
17,442 | +723 | $2,015 |
| TROW | 17,442 | +723 | $2,015 |
| LPL FINL HLDGS INC |
10,627 | UNCH | $1,980 |
| LPLA | 10,627 | UNCH | $1,980 |
| EMERSON ELEC CO |
23,867 | -368 | $1,922 |
| EMR | 23,867 | -368 | $1,922 |
| ROPER TECHNOLOGIES INC |
4,779 | -313 | $1,881 |
| ROP | 4,779 | -313 | $1,881 |
| BLACKROCK INC |
2,992 | +155 | $1,849 |
| BLK | 2,992 | +155 | $1,849 |
| EXTRA SPACE STORAGE INC |
10,738 | +3,295 | $1,836 |
| EXR | 10,738 | +3,295 | $1,836 |
| VANGUARD INDEX FDS (VOO) |
5,152 | -2,508 | $1,801 |
| VOO | 5,152 | -2,508 | $1,801 |
| JOHNSON & JOHNSON |
10,107 | -104 | $1,789 |
| JNJ | 10,107 | -104 | $1,789 |
| REALTY INCOME CORP |
24,472 | -253 | $1,697 |
| O | 24,472 | -253 | $1,697 |
| WALMART INC |
12,887 | +291 | $1,571 |
| WMT | 12,887 | +291 | $1,571 |
| DIGITAL RLTY TR INC |
11,945 | -1,281 | $1,522 |
| DLR | 11,945 | -1,281 | $1,522 |
| COLGATE PALMOLIVE CO |
18,946 | -374 | $1,509 |
| CL | 18,946 | -374 | $1,509 |
| CHEVRON CORP NEW |
9,994 | -4,273 | $1,469 |
| CVX | 9,994 | -4,273 | $1,469 |
| ABBVIE INC |
9,434 | -2,998 | $1,454 |
| ABBV | 9,434 | -2,998 | $1,454 |
| ALTRIA GROUP INC |
33,262 | -2,622 | $1,389 |
| MO | 33,262 | -2,622 | $1,389 |
See Full List: All Stocks Held By Symphony Financial Ltd. Co.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Symphony Financial Ltd. Co.
|
Size ($ in 1000's)
At 06/30/2022: $338,167 At 03/31/2022: $425,610 Symphony Financial Ltd. Co. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Symphony Financial Ltd. Co. 13F filings. Link to 13F filings: SEC filings |
