SYMPHONY FINANCIAL SERVICES, INC.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PAA | 52K | $1.17M |
 | NVDA | 29K | $5.06M |
 | AAPL | 28K | $7.13M |
 | ET | 27K | $518.95K |
 | PFE | 25K | $692.03K |
 | AMZN | 12K | $2.59M |
 | V | 10K | $3.17M |
 | T | 10K | $280.40K |
 | MO | 9K | $596.88K |
 | XOM | 9K | $1.46M |
 | MSFT | 8K | $3.02M |
 | NFLX | 7K | $714.01K |
 | JPM | 7K | $2.05M |
 | EW | 7K | $542.14K |
 | EPD | 6K | $237.94K |
 | WMT | 5K | $674.29K |
 | OHI | 5K | $228.72K |
 | AVGO | 4K | $1.13M |
 | PG | 3K | $485.50K |
 | HSBC | 3K | $276.03K |
Plains All American Pipeline, L.P.
PAA
Shares Held
52K
Value
$1.17M
NVIDIA Corporation
NVDA
Shares Held
29K
Value
$5.06M
Apple Inc.
AAPL
Shares Held
28K
Value
$7.13M
Energy Transfer LP
ET
Shares Held
27K
Value
$518.95K
Pfizer Inc.
PFE
Shares Held
25K
Value
$692.03K
Amazon.com, Inc.
AMZN
Shares Held
12K
Value
$2.59M
Visa Inc.
V
Shares Held
10K
Value
$3.17M
AT&T Inc.
T
Shares Held
10K
Value
$280.40K
Altria Group, Inc.
MO
Shares Held
9K
Value
$596.88K
Exxon Mobil Corporation
XOM
Shares Held
9K
Value
$1.46M
Microsoft Corporation
MSFT
Shares Held
8K
Value
$3.02M
Netflix, Inc.
NFLX
Shares Held
7K
Value
$714.01K
JPMorgan Chase & Co.
JPM
Shares Held
7K
Value
$2.05M
Edwards Lifesciences Corporation
EW
Shares Held
7K
Value
$542.14K
Enterprise Products Partners L.P.
EPD
Shares Held
6K
Value
$237.94K
Walmart Inc.
WMT
Shares Held
5K
Value
$674.29K
Omega Healthcare Investors, Inc.
OHI
Shares Held
5K
Value
$228.72K
Broadcom Inc.
AVGO
Shares Held
4K
Value
$1.13M
The Procter & Gamble Company
PG
Shares Held
3K
Value
$485.50K
HSBC Holdings plc
HSBC
Shares Held
3K
Value
$276.03K