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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 $763,195,373
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 623,067 $46,904,481 6.15%
2.
Nvidia Corp
 NVDA 224,641 $37,073,829 4.86%
3.
Spdr Series Trust
 302,628 $30,828,823 4.04%
4.
Microsoft Corp
 MSFT 55,541 $24,811,577 3.25%
5.
Vanguard Index Fds
 79,968 $21,824,615 2.86%
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)