Symphony Financial Services, Inc.
Top Portfolio Positions
50 positions ·
$47,102,517 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
28,099 | $7,131,245 | 15.14% |
| NVDA |
Nvidia Corp
Technology
|
29,008 | $5,058,995 | 10.74% |
| V |
Visa Inc.
Financial Services
|
10,473 | $3,165,359 | 6.72% |
| MSFT |
Microsoft Corp
Technology
|
8,165 | $3,022,438 | 6.42% |
| QQQ |
Invesco Qqq Trust, Series 1
|
4,794 | $2,767,000 | 5.87% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
12,421 | $2,586,921 | 5.49% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
6,987 | $2,055,295 | 4.36% |
| XOM |
Exxon Mobil Corp
Energy
|
8,614 | $1,461,451 | 3.10% |
| PAA |
Plains All American Pipeline LP
Energy
|
52,258 | $1,166,921 | 2.48% |
| AVGO |
Broadcom Inc.
Technology
|
3,656 | $1,131,568 | 2.40% |
Portfolio Trend
Holdings in BST
Shares Held
Position Value (USD)
6 of 6 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $254,231 | 6,994 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $278,226 | 6,863 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $268,964 | 6,503 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $240,890 | 6,311 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $209,684 | 6,356 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $215,155 | 5,885 | Shares | Sole | 2025-02-06 | |
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