Symphony Financial Services, Inc.

13F Filings History

Latest 13F report: Q4 2024 - Feb 6, 2025
Value $: $124M
Signature - Title: Craig Small - Vice President
Location: Akron, OH
Summary: This page shows a list of all the recent 13F filings made by Symphony Financial Services, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Symphony Financial Services, Inc. reported 80 stock holdings with total value $124M as of Q4 2024. Top holdings included JAAA, JMBS, USMC, AAPL, and PAVE.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2024	80	$124M	+$10.3M	-$7.65M	+$2.62M	JAAA, JMBS, USMC, AAPL, PAVE	13F-HR	2/6/2025, 02:30 PM
Q3 2024	82	$116M	+$13.4M	-$6.53M	+$6.89M	JMBS, JAAA, USMC, PAVE, AAPL	13F-HR	11/12/2024, 03:31 PM
Q2 2024	85	$105M	$0	$0		JAAA, JMBS, USMC, AAPL, PAVE	13F-HR	8/9/2024, 12:56 PM