Symphony Financial, Ltd. Co. Q2 2025 Filing
Filed August 11, 2025
Portfolio Value
$19.9T
Holdings
823
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (823 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | TRVTRAVELERS COMPANIES INC | 86,322 | $23.1B | 0.12% | |
| 102 | MCDMCDONALDS CORP | 76,675 | $22.4B | 0.11% | |
| 103 | RGLDROYAL GOLD INC | 124,490 | $22.1B | 0.11% | |
| 104 | FDXFEDEX CORP | 97,216 | $22.1B | 0.11% | |
| 105 | EXPEEXPEDIA GROUP INC | 130,532 | $22.0B | 0.11% | |
| 106 | PULSPGIM ETF TR | 439,891 | $21.8B | 0.11% | |
| 107 | CWCURTISS WRIGHT CORP | 44,458 | $21.7B | 0.11% | |
| 108 | CITHE CIGNA GROUP | 62,610 | $20.7B | 0.10% | |
| 109 | SNPSSYNOPSYS INC | 40,219 | $20.6B | 0.10% | |
| 110 | MDBMONGODB INC | 97,646 | $20.5B | 0.10% | |
| 111 | MRKMERCK & CO INC | 252,354 | $20.1B | 0.10% | |
| 112 | LMTLOCKHEED MARTIN CORP | 43,373 | $20.1B | 0.10% | |
| 113 | FICOFAIR ISAAC CORP | 10,968 | $20.0B | 0.10% | |
| 114 | LINLINDE PLC | 42,691 | $20.0B | 0.10% | |
| 115 | CITCINTAS CORP | 89,891 | $20.0B | 0.10% | |
| 116 | QCOMQUALCOMM INC | 122,930 | $19.6B | 0.10% | |
| 117 | WINGWINGSTOP INC | 56,909 | $19.2B | 0.10% | |
| 118 | DHRDANAHER CORPORATION | 96,217 | $19.0B | 0.10% | |
| 119 | REEVEREST GROUP LTD | 55,056 | $18.7B | 0.09% | |
| 120 | MKTXMARKETAXESS HLDGS INC | 83,753 | $18.7B | 0.09% | |
| 121 | DWDMORGAN STANLEY | 130,328 | $18.4B | 0.09% | |
| 122 | BLKBLACKROCK INC | 17,128 | $18.0B | 0.09% | |
| 123 | TEAMATLASSIAN CORPORATION | 88,210 | $17.9B | 0.09% | |
| 124 | FTNTFORTINET INC | 160,221 | $16.9B | 0.08% | |
| 125 | MUBISHARES TR | 158,619 | $16.6B | 0.08% | |
| 126 | JPSTJ P MORGAN EXCHANGE TRADED F | 322,046 | $16.3B | 0.08% | |
| 127 | MOHMOLINA HEALTHCARE INC | 53,622 | $16.0B | 0.08% | |
| 128 | AVDEAMERICAN CENTY ETF TR | 212,876 | $15.8B | 0.08% | |
| 129 | SBACSBA COMMUNICATIONS CORP NEW | 66,460 | $15.6B | 0.08% | |
| 130 | NTRANATERA INC | 92,105 | $15.6B | 0.08% | |
| 131 | KLACKLA CORP | 17,302 | $15.5B | 0.08% | |
| 132 | DDOGDATADOG INC | 113,595 | $15.3B | 0.08% | |
| 133 | MOALTRIA GROUP INC | 257,811 | $15.2B | 0.08% | |
| 134 | A4SAMERIPRISE FINL INC | 28,303 | $15.1B | 0.08% | |
| 135 | XOMEXXON MOBIL CORP | 136,625 | $15.0B | 0.08% | |
| 136 | ABTABBOTT LABS | 107,035 | $14.5B | 0.07% | |
| 137 | PGPROCTER AND GAMBLE CO | 90,466 | $14.4B | 0.07% | |
| 138 | AMEAMETEK INC | 79,101 | $14.3B | 0.07% | |
| 139 | FBTCFIDELITY WISE ORIGIN BITCOIN | 151,341 | $14.2B | 0.07% | |
| 140 | WELLWELLTOWER INC | 90,403 | $13.9B | 0.07% | |
| 141 | ABBVABBVIE INC | 71,841 | $13.4B | 0.07% | |
| 142 | APHAMPHENOL CORP NEW | 135,484 | $13.4B | 0.07% | |
| 143 | SPYVSPDR SERIES TRUST | 249,751 | $13.2B | 0.07% | |
| 144 | DRIDARDEN RESTAURANTS INC | 59,823 | $13.0B | 0.07% | |
| 145 | IBITISHARES BITCOIN TRUST ETF | 209,096 | $12.8B | 0.06% | |
| 146 | LECOLINCOLN ELEC HLDGS INC | 61,646 | $12.8B | 0.06% | |
| 147 | TOLTOLL BROTHERS INC | 111,510 | $12.7B | 0.06% | |
| 148 | BIIBBIOGEN INC | 100,849 | $12.7B | 0.06% | |
| 149 | UPSUNITED PARCEL SERVICE INC | 124,765 | $12.6B | 0.06% | |
| 150 | STESTERIS PLC | 51,647 | $12.4B | 0.06% | |
| 151 | GQ9SPDR GOLD TR | 40,113 | $12.4B | 0.06% | |
| 152 | ANGLVANECK ETF TRUST | 423,213 | $12.4B | 0.06% | |
| 153 | EXREXTRA SPACE STORAGE INC | 83,342 | $12.3B | 0.06% | |
| 154 | HWMHOWMET AEROSPACE INC | 66,241 | $12.3B | 0.06% | |
| 155 | DELLDELL TECHNOLOGIES INC | 99,524 | $12.2B | 0.06% | |
| 156 | ARWARROW ELECTRS INC | 93,661 | $11.9B | 0.06% | |
| 157 | DUKDUKE ENERGY CORP NEW | 100,613 | $11.9B | 0.06% | |
| 158 | CVXCHEVRON CORP NEW | 81,837 | $11.8B | 0.06% | |
| 159 | ALLEALLEGION PLC | 81,916 | $11.8B | 0.06% | |
| 160 | AG8AGILENT TECHNOLOGIES INC | 99,188 | $11.7B | 0.06% | |
| 161 | T7DTRANSDIGM GROUP INC | 7,604 | $11.6B | 0.06% | |
| 162 | ZTSZOETIS INC | 73,786 | $11.5B | 0.06% | |
| 163 | GRMNGARMIN LTD | 54,331 | $11.3B | 0.06% | |
| 164 | MRSHMARSH & MCLENNAN COS INC | 51,089 | $11.2B | 0.06% | |
| 165 | PRFINVESCO EXCHANGE TRADED FD T | 262,334 | $11.1B | 0.06% | |
| 166 | JBHTHUNT J B TRANS SVCS INC | 76,828 | $11.0B | 0.06% | |
| 167 | TPRTAPESTRY INC | 125,217 | $11.0B | 0.06% | |
| 168 | VRTVERTIV HOLDINGS CO | 84,672 | $10.9B | 0.05% | |
| 169 | JCIJOHNSON CTLS INTL PLC | 102,363 | $10.8B | 0.05% | |
| 170 | VLOVALERO ENERGY CORP | 80,074 | $10.8B | 0.05% | |
| 171 | VXUSVANGUARD STAR FDS | 155,746 | $10.8B | 0.05% | |
| 172 | PDBCINVESCO ACTVELY MNGD ETC FD | 816,412 | $10.7B | 0.05% | |
| 173 | LULULULULEMON ATHLETICA INC | 45,045 | $10.7B | 0.05% | |
| 174 | FFIVF5 INC | 36,282 | $10.7B | 0.05% | |
| 175 | ROPROPER TECHNOLOGIES INC | 18,840 | $10.7B | 0.05% | |
| 176 | ALSALLSTATE CORP | 52,596 | $10.6B | 0.05% | |
| 177 | GLGLOBE LIFE INC | 85,139 | $10.6B | 0.05% | |
| 178 | ILMNILLUMINA INC | 110,595 | $10.6B | 0.05% | |
| 179 | XLKSELECT SECTOR SPDR TR | 41,371 | $10.5B | 0.05% | |
| 180 | TMOTHERMO FISHER SCIENTIFIC INC | 25,392 | $10.3B | 0.05% | |
| 181 | WMTWALMART INC | 105,660 | $10.3B | 0.05% | |
| 182 | NSCNORFOLK SOUTHN CORP | 39,429 | $10.1B | 0.05% | |
| 183 | MNSTMONSTER BEVERAGE CORP NEW | 160,221 | $10.0B | 0.05% | |
| 184 | HIIHUNTINGTON INGALLS INDS INC | 41,485 | $10.0B | 0.05% | |
| 185 | NXPINXP SEMICONDUCTORS N V | 45,806 | $10.0B | 0.05% | |
| 186 | NTNXNUTANIX INC | 130,865 | $10.0B | 0.05% | |
| 187 | PKGPACKAGING CORP AMER | 52,954 | $10.0B | 0.05% | |
| 188 | AIGAMERICAN INTL GROUP INC | 116,275 | $9.9B | 0.05% | |
| 189 | OSKOSHKOSH CORP | 87,199 | $9.9B | 0.05% | |
| 190 | MCOMOODYS CORP | 19,578 | $9.8B | 0.05% | |
| 191 | GWWGRAINGER W W INC | 9,382 | $9.8B | 0.05% | |
| 192 | MDTMEDTRONIC PLC | 111,864 | $9.8B | 0.05% | |
| 193 | LNGCHENIERE ENERGY INC | 39,780 | $9.7B | 0.05% | |
| 194 | THCTENET HEALTHCARE CORP | 53,778 | $9.5B | 0.05% | |
| 195 | UBERUBER TECHNOLOGIES INC | 100,993 | $9.4B | 0.05% | |
| 196 | HCAHCA HEALTHCARE INC | 24,546 | $9.4B | 0.05% | |
| 197 | AWIARMSTRONG WORLD INDS INC NEW | 57,683 | $9.4B | 0.05% | |
| 198 | GILDGILEAD SCIENCES INC | 83,933 | $9.3B | 0.05% | |
| 199 | GMGENERAL MTRS CO | 188,217 | $9.3B | 0.05% | |
| 200 | SPHQINVESCO EXCHANGE TRADED FD T | 127,155 | $9.1B | 0.05% |