Long-term investor
Symphony Financial Services, Inc. @symphonyfinancialservice
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002031979).
Record
- Tracked since 2025-06-30 (446 days), 69 trades recorded
- Returns: week n/a · month n/a · 90 days +10.4% · 6 months n/a · 1 year +16.5% · all +16.5%
- Max drawdown n/a · win rate 32% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 33740F755 · 10.1% · long · since 2025-06-30
- 72201R585 · 8.6% · long · since 2025-06-30
- 74255Y870 · 8.3% · long · since 2025-06-30
- 37954Y673 · 5.8% · long · since 2025-06-30
- 33738R704 · 5.5% · long · since 2025-06-30
- 33739Q705 · 4.7% · long · since 2025-06-30
- AAPL · 3.6% · long · since 2025-06-30
- 47103U852 · 3.4% · long · since 2025-06-30
- 464289438 · 3.0% · long · since 2025-06-30
- 47103U209 · 2.9% · long · since 2025-12-31
- NVDA · 2.6% · long · since 2025-06-30
- 46137V464 · 2.5% · long · since 2025-06-30