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  Name: Symphony Financial Ltd. Co.
  City: HOUSTON
  State: TX
  Zip: 77032
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $429,149,000
  Total Value Change : $-35,779,000
  Securities Held Change : -3
   
All Securities Held : 192
  New Positions : 15
  Closed Positions : 20
  Increased Positions : 69
  Unchanged Positions : 15
  Decreased Positions : 93

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Holdings Found : 15     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (CLOI)1 Year Chart         CLOI Vaneck Clo Etf 111 New $0.00 $588,000 11,141 0.14% 588,000 11,141 0.124    N/A
   (ASO)1 Year Chart         ASO Academy Sports & Outdoors, ... 151 New $0.00 $301,000 4,455 0.07% 301,000 4,455 0.005    N/A
   (DELL)1 Year Chart         DELL Dell Technologies Inc 163 New $145.45 $245,000 2,147 0.06% 245,000 2,147 0.001    N/A
   (NVO)1 Year Chart         NVO Novo Nordisk A/S (ADR) 165 New $132.91 $242,000 1,888 0.06% 242,000 1,888 0    Drug Manufacturers - ...
   (SCHX)1 Year Chart         SCHX Schwab Strategic Trust 164 New $62.86 $242,000 3,900 0.06% 242,000 3,900 0    Closed - End Fund - Debt
   (GBIL)1 Year Chart         GBIL Goldman Sachs Treasuryacces... 169 New $99.94 $235,000 2,326 0.05% 235,000 2,326 0.003    N/A
   (NXPI)1 Year Chart         NXPI NXP Semiconductors NV 173 New $273.57 $226,000 913 0.05% 226,000 913 0    Semiconductor- Broad...
   (MSMR)1 Year Chart         MSMR Mcelhenny Sheffield Managed... 176 New $0.00 $224,000 8,054 0.05% 224,000 8,054 0.089    N/A
   (LIN)1 Year Chart         LIN Linde Plc 177 New $432.61 $223,000 481 0.05% 223,000 481 0    N/A
   (SCHG)1 Year Chart         SCHG Schwab Strategic Trust 179 New $95.28 $215,000 2,323 0.05% 215,000 2,323 0    Closed - End Fund - Debt
   (SHEL)1 Year Chart         SHEL Shell plc 182 New $71.59 $206,000 3,075 0.05% 206,000 3,075 0    Integrated Oil & Gas
   (IJR)1 Year Chart         IJR iShares Core S&P Small-Cap 184 New $110.22 $204,000 1,848 0.05% 204,000 1,848 0.001    Closed - End Fund - E...
   (ADI)1 Year Chart         ADI Analog Devices Inc 186 New $217.48 $204,000 1,030 0.05% 204,000 1,030 0    Semiconductor- Broad...
   (BR)1 Year Chart         BR Broadridge Financial Soluti... 188 New $200.39 $201,000 983 0.05% 201,000 983 0    Business Services
   (CIM)1 Year Chart         CIM Chimera Investment Corp 190 New $4.39 $63,000 13,600 0.01% 63,000 13,600 0.006    Closed - End Fund - Debt
      15 Records Found
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Page 1 of 1
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