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Home > Institutional Investor > Symphony Financial, Ltd. Co. > Profile

Instuitional Investor - Symphony Financial, Ltd. Co.

Fund Profile
Filing Period:
Fund Name: Symphony Financial, Ltd. Co.
Portfolio Value $636,364,818
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 513,315 $37,777,351 5.93%
2.
Nvidia Corp
 NVDA 245,962 $34,713,967 5.45%
3.
Spdr Series Trust
 331,981 $30,129,756 4.73%
4.
Microsoft Corp
 MSFT 44,244 $19,102,265 3%
5.
Wisdomtree Tr
 403,739 $17,372,305 2.72%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)