CIK 2031979
Symphony Financial Services, Inc.
Institutional 13F holdings & portfolio
Holdings
102
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 102
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PFE | PFIZER INC | 23K | $500K+ | SH |
| ITA | ISHARES AEROSPACE | 3K | $500K+ | SH |
| BKCG | BNY MELLON | 15K | $500K+ | SH |
| MA | MASTERCARD INC | 918 | $500K+ | SH |
| MO | ALTRIA GROUP | 9K | $500K+ | SH |
| CIBR | FIRST TRUST | 7K | $500K+ | SH |
| PG | PROCTER & GAMBLE | 3K | $100K–$500K | SH |
| ET | ENERGY TRANSFER | 27K | $100K–$500K | SH |
| HON | HONEYWELL INTL | 2K | $100K–$500K | SH |
| GOOGL | ALPHABET INC | 1K | $100K–$500K | SH |
| TSLA | TESLA INC | 896 | $100K–$500K | SH |
| RSP | INVESCO S&P | 2K | $100K–$500K | SH |
| BUFQ | FIRST TRUST | 11K | $100K–$500K | SH |
| GLD | SPDR GOLD | 943 | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 1K | $100K–$500K | SH |
| IYE | ISHARES U S | 7K | $100K–$500K | SH |
| POWA | INVESCO BLOOMBERG | 4K | $100K–$500K | SH |
| KBE | STATE STREET | 5K | $100K–$500K | SH |
| XLI | STATE STREET | 2K | $100K–$500K | SH |
| T | AT&T INC | 13K | $100K–$500K | SH |
| IYK | ISHARES U S | 5K | $100K–$500K | SH |
| JHMM | JOHN HANCOCK | 5K | $100K–$500K | SH |
| SIXG | DEFIANCE CONNECTIVE | 5K | $100K–$500K | SH |
| RTX | RTX CORP | 2K | $100K–$500K | SH |
| INTC | INTEL CORP | 8K | $100K–$500K | SH |
| TTE | TOTALENERGIES SE | 4K | $100K–$500K | SH |
| HD | HOME DEPOT | 823 | $100K–$500K | SH |
| DELL | DELL TECHNOLOGIES | 2K | $100K–$500K | SH |
| XLV | STATE STREET | 2K | $100K–$500K | SH |
| BST | BLACKROCK SCIENCE | 7K | $100K–$500K | SH |
| SBUX | STARBUCKS CORP | 3K | $100K–$500K | SH |
| QUAL | ISHARES MSCI | 1K | $100K–$500K | SH |
| HSBC | HSBC HOLDINGS | 3K | $100K–$500K | SH |
| PHYL | PGIM ACTIVE | 7K | $100K–$500K | SH |
| JNJ | JOHNSON & JOHNSON | 1K | $100K–$500K | SH |
| VUSB | VANGUARD ULTRA | 5K | $100K–$500K | SH |
| ETN | EATON CORP | 783 | $100K–$500K | SH |
| GEV | GE VERNOVA | 378 | $100K–$500K | SH |
| IYC | ISHARES CONSUMER | 2K | $100K–$500K | SH |
| OHI | OMEGA HEALTHCARE | 5K | $100K–$500K | SH |
| BA | BOEING COMPANY | 1K | $100K–$500K | SH |
| FCNCA | FIRST CITIZENS | 104 | $100K–$500K | SH |
| IYF | ISHARES U S | 2K | $100K–$500K | SH |
| AEIS | ADVANCED ENERGY | 1K | $100K–$500K | SH |
| IBM | INTL BUSINESS | 741 | $100K–$500K | SH |
| LOW | LOWES COMPANIES | 905 | $100K–$500K | SH |
| SRV | NXG CUSHING | 5K | $100K–$500K | SH |
| EPD | ENTERPRISE PRODUCTS | 6K | $100K–$500K | SH |
| GAB | GABELLI EQUITY | 32K | $100K–$500K | SH |
| PCN | PIMCO CORPORATE | 14K | $100K–$500K | SH |