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 | Open |
|---|---|---|---|---|---|
| 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
8 quarters · across all stocks
Holdings in PCN
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $166,362 | 13,980 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $178,155 | 13,962 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $192,618 | 14,396 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $182,114 | 14,351 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $193,379 | 14,167 | Shares | Sole | 2025-05-12 | |
| 2024-09-30 | $155,607 | 10,966 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $138,031 | 10,449 | Shares | Sole | 2024-08-09 | |
| No 13F history on record for this holder in this stock. | ||||||