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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT (Amended)

Symphony Financial, Ltd. Co.

Quarter ended Q2 2025 · Filed August 15, 2025 · Accession 0001754960-25-000615

Total Value
$763.2M
Positions
257
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (257)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SERIES TRUST78464A805623,067$46.9M6.15%
2NVIDIA CORPORATIONNVDA224,641$37.1M4.86%
3SPDR SERIES TRUST78464A409302,628$30.8M4.04%
4MICROSOFT CORPMSFT55,541$24.8M3.25%
5VANGUARD INDEX FDS92290876979,968$21.8M2.86%
6ISHARES TR464287655107,626$21.4M2.80%
7APPLE INCAAPL94,026$19.9M2.61%
8AMAZON COM INCAMZN89,024$19.3M2.52%
9AMERICAN CENTY ETF TR025072877191,164$18.4M2.42%
10ISHARES TR46432F842185,970$17.1M2.24%
11SPDR SERIES TRUST78464A375466,916$16.4M2.15%
12AMERICAN CENTY ETF TR025072703212,876$15.8M2.07%
13PGIM ETF TR69344A107301,656$15.0M1.97%
14SPDR SERIES TRUST78464A508249,751$13.2M1.73%
15BROADCOM INCAVGO49,627$12.7M1.66%
16SPDR GOLD TRGLD40,113$12.4M1.63%
17SPDR S&P 500 ETF TRSPY7,852$11.6M1.51%
18ISHARES TR464287663100,276$11.1M1.45%
19ALPHABET INCGOOG54,790$9.7M1.27%
20ISHARES TR46428720019,427$9.7M1.27%
21INVESCO EXCHANGE TRADED FD TIVZ127,155$9.1M1.20%
22ISHARES TR46432F33957,552$9.1M1.19%
23VANECK ETF TRUST92189F437298,978$8.8M1.16%
24SPDR SERIES TRUST78464A300100,456$8.2M1.07%
25J P MORGAN EXCHANGE TRADED F46641Q837155,055$8.0M1.05%
26META PLATFORMS INCMETA20,015$7.8M1.02%
27EXXON MOBIL CORPXOM70,160$7.8M1.02%
28ISHARES TR464288372116,055$7.3M0.96%
29JOHNSON & JOHNSONJNJ46,902$7.2M0.94%
30ALTRIA GROUP INCMO114,832$6.9M0.90%
31JPMORGAN CHASE & CO.VYLD26,836$6.9M0.90%
32HOME DEPOT INCHD23,185$6.6M0.87%
33ORACLE CORPORCL-PD30,392$6.5M0.85%
34PHILIP MORRIS INTL INC71817210937,698$6.5M0.85%
35TESLA INCTSLA24,873$6.3M0.83%
36COSTCO WHSL CORP NEW22160K10519,582$5.9M0.78%
37BERKSHIRE HATHAWAY INC DELBRK-A15,091$5.8M0.76%
38ALPHABET INCGOOG31,109$5.7M0.74%
39ISHARES INC46434G10376,237$5.4M0.71%
40SPDR SERIES TRUST78464A84796,144$5.3M0.70%
41VANGUARD SCOTTSDALE FDS92206C71462,676$5.3M0.70%
42SPDR INDEX SHS FDS78463X889129,931$5.3M0.69%
43MASTERCARD INCORPORATEDMA16,361$5.2M0.69%
44VERIZON COMMUNICATIONS INCVZ118,445$5.2M0.68%
45SALESFORCE INCCRM22,057$5.0M0.66%
46NETFLIX INCNFLX22,189$4.6M0.60%
47ELI LILLY & COLLY17,026$4.4M0.57%
48PEPSICO INCPEP30,518$4.3M0.56%
49MERCK & CO INCMRK47,250$4.1M0.53%
50SUN LIFE FINANCIAL INC.SUNFF62,477$4.0M0.53%
51VISA INCV12,694$4.0M0.53%
52UNITEDHEALTH GROUP INCUNH16,986$4.0M0.52%
53CHEVRON CORP NEWCVX26,670$3.8M0.50%
54INVESCO ACTVELY MNGD ETC FDIVZ242,535$3.8M0.50%
55WALMART INCWMT35,454$3.5M0.46%
56BNY MELLON ETF TRUST09661T60280,270$3.4M0.44%
57AT&T INCT-PC115,484$3.4M0.44%
58CATERPILLAR INCCAT12,964$3.3M0.43%
59MCDONALDS CORPMCD13,527$3.1M0.41%
60ISHARES TR46428750748,787$3.1M0.41%
61ISHARES TR46428841428,019$3.0M0.40%
62ABBVIE INCABBV16,641$2.8M0.37%
63REALTY INCOME CORPO47,786$2.8M0.36%
64NEXTERA ENERGY INCNEE-PW36,854$2.7M0.35%
653M COMMM18,253$2.7M0.35%
66BNY MELLON ETF TRUST09661T10722,164$2.6M0.35%
67AMGEN INCAMGN9,562$2.5M0.33%
68ACCENTURE PLC IRELANDACN11,782$2.5M0.33%
69ADOBE INCADBE8,351$2.4M0.32%
70DIGITAL RLTY TR INC25386810313,849$2.4M0.31%
71FRANKLIN RESOURCES INCBEN91,920$2.4M0.31%
72GENERAL DYNAMICS CORPGD8,798$2.2M0.29%
73AMERICAN EXPRESS COAXP7,823$2.1M0.28%
74CUMMINS INCCMI10,765$2.1M0.28%
75PROCTER AND GAMBLE CO74271810913,514$2.1M0.28%
76MORGAN STANLEYMS-PQ15,531$2.1M0.27%
77CROWDSTRIKE HLDGS INCCRWD11,995$2.0M0.27%
78ISHARES SILVER TRSLV59,444$2.0M0.26%
79VANECK ETF TRUST92189F60117,887$1.9M0.25%
80INTERNATIONAL BUSINESS MACHSINTR9,847$1.9M0.25%
81INTUITIVE SURGICAL INCISRG11,461$1.9M0.25%
82ABBOTT LABSABLZF14,004$1.9M0.25%
83TEXAS INSTRS INC8825081048,896$1.8M0.24%
84FIRST TR EXCHANGE-TRADED FD33733E732115,945$1.8M0.24%
85GLOBAL X FDS37954Y83039,178$1.8M0.24%
86LOWES COS INC5486611078,740$1.8M0.24%
87PALO ALTO NETWORKS INCPANW9,888$1.8M0.23%
88DUKE ENERGY CORP NEWDUKB14,945$1.8M0.23%
89CONSOLIDATED EDISON INCED17,456$1.7M0.23%
90COCA COLA COKO23,944$1.7M0.23%
91PFIZER INCPFE64,677$1.7M0.22%
92SOUTHERN COSOMN18,848$1.7M0.22%
93WISDOMTREE TRWT38,088$1.7M0.22%
94FIRST TR EXCHANGE TRADED FD33738R70419,331$1.6M0.21%
95FIRST TR EXCHANGE-TRADED FD33741X10244,454$1.6M0.21%
96INTUITINTU5,899$1.6M0.20%
97PALANTIR TECHNOLOGIES INCPLTR12,050$1.5M0.20%
98AMERICAN CENTY ETF TR02507260420,690$1.4M0.19%
99EXTRA SPACE STORAGE INCEXR9,475$1.4M0.18%
100ISHARES TR4642876893,852$1.4M0.18%
101ISHARES TR4642876719,335$1.3M0.18%
102AST SPACEMOBILE INCASTS29,100$1.3M0.17%
103WASTE MGMT INC DEL94106L1096,104$1.3M0.17%
104LOCKHEED MARTIN CORPLMT4,933$1.3M0.16%
105UNITED PARCEL SERVICE INCUPS12,033$1.2M0.16%
106TRUIST FINL CORP89832Q10925,030$1.2M0.16%
107DIMENSIONAL ETF TRUST25434V70832,599$1.2M0.15%
108FASTENAL COFAST27,179$1.2M0.15%
109PRICE T ROWE GROUP INCTROW12,072$1.2M0.15%
110SERVICENOW INCNOW7,187$1.1M0.14%
111HONEYWELL INTL INC4385161065,054$994,2240.13%
112SYNOPSYS INCSNPS5,869$963,3090.13%
113SOUTHERN COPPER CORPSCCO9,160$961,3730.13%
114ISHARES TR4642871506,996$949,8700.12%
115INVESCO EXCH TRADED FD TR IIIVZ12,602$917,2930.12%
116ISHARES TR4642876142,104$890,9050.12%
117FIRST TR EXCHANGE-TRADED FD33739Q40814,752$883,0810.12%
118ONEOK INC NEWOKE10,029$839,5330.11%
119GE AEROSPACE3696043014,180$817,5620.11%
120COMCAST CORP NEWCCZ21,964$810,1370.11%
121SPDR SERIES TRUST78464A67224,412$772,4590.10%
122APPLIED MATLS INC0382221054,461$764,7080.10%
123PARKER-HANNIFIN CORPPH2,464$764,2930.10%
124ISHARES TR46435G47428,063$759,3840.10%
125PUBLIC SVC ENTERPRISE GRP IN7445731069,484$744,0850.10%
126ROPER TECHNOLOGIES INCROP2,402$735,4570.10%
127SELECT SECTOR SPDR TR81369Y5068,148$700,9370.09%
128VALERO ENERGY CORPVLO5,068$700,1640.09%
129MICROCHIP TECHNOLOGY INC.MCHPP9,451$669,7980.09%
130VANECK ETF TRUST92189F41141,457$664,9650.09%
131THERMO FISHER SCIENTIFIC INCTMO3,092$652,6720.09%
132IRON MTN INC DEL46284V1017,462$650,7120.09%
133ISHARES TR46434V6219,961$646,5690.08%
134VANECK ETF TRUST92189H74812,145$641,6010.08%
135AUTOMATIC DATA PROCESSING INADP3,280$634,6060.08%
136CISCO SYS INCCSCO8,478$620,1190.08%
137PHILLIPS 66PSX5,243$617,5320.08%
138QUALCOMM INCQCOM3,963$608,0900.08%
139CONSTELLATION ENERGY CORPCEG3,246$601,3460.08%
140INTERNATIONAL PAPER CO46014610311,692$598,5740.08%
141FS KKR CAP CORPFSK27,925$595,0870.08%
142SELECT SECTOR SPDR TR81369Y8032,880$577,0030.08%
143ISHARES TR46429B5989,651$576,3110.08%
144ROCKWELL AUTOMATION INCROK2,929$556,6950.07%
145BNY MELLON ETF TRUST09661T80011,125$535,3150.07%
146VANGUARD STAR FDS9219097687,609$534,0090.07%
147ANALOG DEVICES INCADI2,862$526,1090.07%
148HEALTHPEAK PROPERTIES INCDOC25,706$525,8590.07%
149RYDER SYS INCR3,501$522,9850.07%
150BOOKING HOLDINGS INCBKNG40,600$522,9060.07%
151UNION PAC CORPUNP2,971$514,9770.07%
152EATON CORP PLCETN3,376$513,2640.07%
153INTERPUBLIC GROUP COS INCINTR19,366$505,7440.07%
154AMERICAN TOWER CORP NEW03027X1003,411$503,5590.07%
155SPDR SERIES TRUST78468R85310,526$490,5650.06%
156GOLDMAN SACHS GROUP INCGSCE4,124$487,4370.06%
157ISHARES TR4642887602,590$478,3750.06%
158VERTEX PHARMACEUTICALS INCVRTX2,353$475,9300.06%
159S&P GLOBAL INCSPGI3,287$467,5360.06%
160CULLEN FROST BANKERS INCCFR-PB3,694$464,4110.06%
161BRITISH AMERN TOB PLC1104481079,723$460,4670.06%
162VANGUARD INDEX FDS9229083631,730$449,6600.06%
163BANK AMERICA CORP0605051046,770$442,5840.06%
164VANGUARD BD INDEX FDS9219378356,017$440,8060.06%
165GILEAD SCIENCES INCGILD3,774$439,6840.06%
166TJX COS INC NEW8725401094,082$439,5080.06%
167ISHARES TR46432F3883,685$424,4240.06%
168TIMOTHY PLAN88743234210,630$423,1650.06%
169BNY MELLON ETF TRUST09661T4044,881$416,5660.05%
170SPDR SERIES TRUST78468R6634,551$416,2130.05%
171ENBRIDGE INCENNPF9,284$415,7280.05%
172BNY MELLON ETF TRUST09661T5036,142$410,0190.05%
173WELLS FARGO CO NEW9497461015,038$406,6120.05%
174NUCOR CORPNUE3,101$403,0210.05%
175SHELL PLCRYDAF5,538$400,2580.05%
176TG THERAPEUTICS INCTGTX11,000$399,1900.05%
177MV OIL TRMVO68,446$395,6190.05%
178TAIWAN SEMICONDUCTOR MFG LTD8740391001,890$393,9900.05%
179TERNIUM SATX12,258$392,6370.05%
180KIMBERLY-CLARK CORPKMB3,334$390,2250.05%
181LAM RESEARCH CORPLRCX4,098$385,2700.05%
182BLACKROCK INCBLK4,537$380,3770.05%
183PROGRESSIVE CORP7433151032,681$363,6210.05%
184ISHARES TR46429B6973,629$338,8760.04%
185ARISTA NETWORKS INCANET1,449$338,4790.04%
186PGIM ETF TR69344A8346,578$337,1910.04%
187EMERSON ELEC COEMR2,780$332,8610.04%
188SNOWFLAKE INCSNOW1,622$332,7420.04%
189PAYPAL HLDGS INCPYPL3,682$331,7380.04%
190BRISTOL-MYERS SQUIBB COCELG-RI6,803$331,7070.04%
191BARRICK MNG CORP06849F10815,312$324,9210.04%
192ADVANCED MICRO DEVICES INCAMD2,778$321,1340.04%
193TIMOTHY PLAN8874323268,265$318,1870.04%
194PNC FINL SVCS GROUP INC6934751051,473$316,2880.04%
195AMERICAN ELEC PWR CO INC0255371013,239$315,2990.04%
196ROYAL GOLD INCRGLD2,136$315,0930.04%
197MCCORMICK & CO INCMKC-V3,886$314,3690.04%
198GE VERNOVA INCGEV3,543$313,4190.04%
199INVESCO EXCHANGE TRADED FD TIVZ1,147$308,5100.04%
200ISHARES TR46429B6632,539$302,0600.04%
201HUNTINGTON INGALLS INDS INC4464131063,208$299,2920.04%
202NUSCALE PWR CORPNU7,578$291,7320.04%
203ROBLOX CORPRBLX639$290,4350.04%
204EQT CORPEQT4,464$289,7080.04%
205FREEPORT-MCMORAN INCFCX4,983$288,4920.04%
206CITIGROUP INCC-PR3,396$285,7050.04%
207JOHNSON CTLS INTL PLCG515021052,341$280,0370.04%
208KLA CORPKLAC2,075$277,8550.04%
209SPOTIFY TECHNOLOGY S ASPOT4,718$277,3220.04%
210UBER TECHNOLOGIES INCUBER2,561$274,7160.04%
211WP CAREY INC92936U1094,282$266,6690.03%
212NORTHROP GRUMMAN CORPNOC2,403$265,8870.03%
213ISHARES BITCOIN TRUST ETFIBIT1,019$264,1900.03%
214LINDE PLCLIN2,810$263,8190.03%
215SSGA ACTIVE ETF TR78467V8484,843$263,8140.03%
216SCHWAB STRATEGIC TR80852476329$262,7780.03%
217DIAMONDBACK ENERGY INCFANG1,958$261,6570.03%
218TIMOTHY PLAN8874323348,079$261,3390.03%
219ELEVANCE HEALTH INCELV2,631$255,5940.03%
220BLACKSTONE INCBX1,799$254,7910.03%
221GENERAL MTRS CO37045V1001,563$253,7470.03%
222BOEING COBA-PA1,770$250,0980.03%
223AUTODESK INCADSK1,875$248,8370.03%
224SPDR S&P MIDCAP 400 ETF TRMDY426$246,9810.03%
225SELECT SECTOR SPDR TR81369Y6054,596$244,3610.03%
226VULCAN MATLS CO9291601091,866$240,2760.03%
227UNITED RENTALS INCURI3,269$239,9540.03%
228CAPITAL ONE FINL CORP14040H1051,551$237,6090.03%
229SPDR INDEX SHS FDS78463X5095,138$237,1750.03%
230WILLIAMS COS INC9694571002,993$235,2270.03%
231ILLINOIS TOOL WKS INC4523081091,815$235,0040.03%
232CME GROUP INCCME1,925$231,8510.03%
233NXP SEMICONDUCTORS N VNXPI1,016$229,3020.03%
234MEDTRONIC PLCMDT1,507$228,1370.03%
235ENTERPRISE PRODS PARTNERS L2937921077,164$225,2240.03%
236DARDEN RESTAURANTS INCDRI3,587$224,2250.03%
237SCHWAB STRATEGIC TR80852420124$223,3330.03%
238GSK PLCGLAXF5,763$221,9160.03%
239DANAHER CORPORATION2358511021,793$218,7160.03%
240UNITED AIRLS HLDGS INCUNTCW2,374$218,6530.03%
241VANGUARD BD INDEX FDS9219378192,841$218,5400.03%
242CHUBB LIMITEDCB1,985$214,0770.03%
243EXELON CORPEXC4,912$211,5020.03%
244MONSTER BEVERAGE CORP NEWMNST1,178$209,9770.03%
245TWFG INCTWFG6,049$208,7210.03%
246CONOCOPHILLIPSCOP2,254$206,4190.03%
247AIR PRODS & CHEMS INCAIIR987$206,0350.03%
248REPUBLIC SVCS INC7607591001,555$204,4130.03%
249SCHWAB STRATEGIC TR808524771719$204,2140.03%
250ISHARES TR4642874811,468$202,8650.03%
251DOORDASH INCDASH1,514$202,3610.03%
252CINTAS CORPCTAS1,857$201,5140.03%
253ZOETIS INCZTS1,893$200,5330.03%
254AUTOZONE INCAZO11,139$48,2050.01%
255LUCID GROUP INCLCID16,619$34,3090.00%
256AMBEV SAABEV13,737$34,2050.00%
257TRANSOCEAN LTDRIG10,101$28,2820.00%