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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

Symphony Financial, Ltd. Co.

Quarter ended Q3 2025 · Filed October 31, 2025 · Accession 0001754960-25-000738

Total Value
$821.7M
Positions
270
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (270)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SERIES TRUST78464A805613,240$49.2M5.99%
2NVIDIA CORPORATIONNVDA234,249$43.6M5.31%
3SPDR SERIES TRUST78464A409324,684$33.9M4.12%
4MICROSOFT CORPMSFT51,880$26.9M3.27%
5APPLE INCAAPL94,275$24.0M2.93%
6ISHARES TR46428765596,069$23.4M2.85%
7AMERICAN CENTY ETF TR025072877201,123$20.0M2.44%
8AMAZON COM INCAMZN90,830$19.9M2.43%
9ISHARES TR46432F842208,868$18.5M2.25%
10SPDR SERIES TRUST78464A375530,507$18.0M2.19%
11AMERICAN CENTY ETF TR025072703221,398$17.4M2.12%
12PGIM ETF TR69344A107326,262$16.3M1.98%
13SPDR SERIES TRUST78464A508258,524$14.2M1.73%
14BROADCOM INCAVGO42,446$13.9M1.70%
15SPDR GOLD TRGLD39,276$13.9M1.69%
16ALPHABET INCGOOG54,850$13.4M1.63%
17SPDR S&P 500 ETF TRSPY18,641$12.4M1.51%
18ISHARES TR464287663115,711$11.6M1.41%
19ISHARES TR46428720016,398$11.0M1.34%
20VANGUARD INDEX FDS92290876931,397$10.3M1.25%
21ISHARES TR46432F33949,598$9.7M1.18%
22INVESCO EXCHANGE TRADED FD TIVZ132,531$9.7M1.18%
23JPMORGAN CHASE & CO.VYLD30,265$9.4M1.15%
24VANECK ETF TRUST92189F437303,847$9.0M1.10%
25SPDR SERIES TRUST78464A300101,471$9.0M1.09%
26TESLA INCTSLA20,369$9.0M1.09%
27JOHNSON & JOHNSONJNJ45,431$8.4M1.02%
28META PLATFORMS INCMETA10,997$8.0M0.98%
29ISHARES TR464288372129,078$7.9M0.96%
30HOME DEPOT INCHD19,551$7.8M0.95%
31EXXON MOBIL CORPXOM68,851$7.8M0.94%
32ALPHABET INCGOOG31,956$7.7M0.94%
33J P MORGAN EXCHANGE TRADED F46641Q837151,735$7.7M0.94%
34ORACLE CORPORCL-PD26,761$7.7M0.93%
35ALTRIA GROUP INCMO114,025$7.5M0.91%
36ISHARES INC46434G10393,535$6.3M0.76%
37VISA INCV16,820$5.7M0.70%
38VANGUARD SCOTTSDALE FDS92206C71463,844$5.7M0.69%
39BERKSHIRE HATHAWAY INC DELBRK-A11,302$5.7M0.69%
40COSTCO WHSL CORP NEW22160K1056,153$5.6M0.69%
41SPDR SERIES TRUST78464A84797,778$5.6M0.68%
42SPDR INDEX SHS FDS78463X889128,555$5.5M0.67%
43MASTERCARD INCORPORATEDMA9,498$5.4M0.66%
44VERIZON COMMUNICATIONS INCVZ115,736$5.1M0.62%
45ELI LILLY & COLLY6,202$4.8M0.58%
46INVESCO QQQ TRIVZ7,936$4.8M0.58%
47UNITEDHEALTH GROUP INCUNH13,572$4.7M0.57%
48PEPSICO INCPEP31,052$4.4M0.53%
49ABBVIE INCABBV18,592$4.2M0.51%
50SALESFORCE INCCRM17,276$4.2M0.51%
51NETFLIX INCNFLX3,438$4.1M0.50%
52CHEVRON CORP NEWCVX26,301$4.1M0.49%
53INVESCO ACTVELY MNGD ETC FDIVZ300,794$4.0M0.49%
54BNY MELLON ETF TRUST09661T60288,868$3.8M0.46%
55WALMART INCWMT35,369$3.7M0.45%
56SUN LIFE FINANCIAL INC.SUNFF58,762$3.5M0.43%
57BNY MELLON ETF TRUST09661T10726,825$3.4M0.42%
58PHILIP MORRIS INTL INC71817210921,195$3.4M0.41%
59MCDONALDS CORPMCD11,005$3.3M0.40%
60ISHARES TR46428750749,671$3.2M0.40%
61AT&T INCT-PC117,879$3.2M0.39%
62ISHARES TR46428841429,557$3.1M0.38%
63REALTY INCOME CORPO48,638$2.9M0.36%
64NEXTERA ENERGY INCNEE-PW38,128$2.9M0.35%
65CUMMINS INCCMI6,481$2.7M0.33%
663M COMMM17,298$2.7M0.33%
67GENERAL DYNAMICS CORPGD7,889$2.7M0.32%
68AMGEN INCAMGN9,256$2.6M0.31%
69ISHARES SILVER TRSLV57,718$2.4M0.29%
70ACCENTURE PLC IRELANDACN9,712$2.4M0.29%
71RTX CORPORATIONRTX14,301$2.4M0.29%
72LYONDELLBASELL INDUSTRIES NLYB48,926$2.4M0.29%
73MORGAN STANLEYMS-PQ14,858$2.3M0.29%
74VANECK ETF TRUST92189F60117,103$2.3M0.28%
75DIGITAL RLTY TR INC25386810313,416$2.3M0.28%
76GE AEROSPACE3696043017,534$2.2M0.27%
77GLOBAL X FDS37954Y83037,936$2.2M0.27%
78ADOBE INCADBE6,263$2.2M0.27%
79AMERICAN EXPRESS COAXP6,552$2.2M0.27%
80PROCTER AND GAMBLE CO74271810913,771$2.1M0.26%
81MERCK & CO INCMRK25,956$2.1M0.26%
82LOWES COS INC5486611078,201$2.1M0.25%
83FIRST TR EXCHANGE-TRADED FD33733E732122,150$2.1M0.25%
84AMERICAN CENTY ETF TR02507260427,198$2.0M0.25%
85INTERNATIONAL BUSINESS MACHSINTR6,850$2.0M0.24%
86WASTE MGMT INC DEL94106L1098,924$2.0M0.24%
87ABBOTT LABSABLZF14,687$2.0M0.24%
88DUKE ENERGY CORP NEWDUKB15,737$1.9M0.24%
89FIRST TR EXCHANGE TRADED FD33738R70420,010$1.9M0.23%
90PFIZER INCPFE73,703$1.9M0.23%
91PALANTIR TECHNOLOGIES INCPLTR10,387$1.9M0.23%
92PALO ALTO NETWORKS INCPANW8,615$1.8M0.21%
93COCA COLA COKO26,357$1.7M0.21%
94SOUTHERN COSOMN18,468$1.7M0.21%
95FIRST TR EXCHANGE-TRADED FD33741X10246,157$1.7M0.21%
96CONSOLIDATED EDISON INCED16,632$1.7M0.20%
97TEXAS INSTRS INC8825081049,073$1.6M0.20%
98INTUITINTU2,375$1.6M0.20%
99INTUITIVE SURGICAL INCISRG3,459$1.5M0.19%
100ISHARES TR4642876719,064$1.5M0.18%
101LOCKHEED MARTIN CORPLMT2,971$1.5M0.18%
102FASTENAL COFAST27,866$1.3M0.16%
103CARDINAL HEALTH INCCAH8,582$1.3M0.16%
104WISDOMTREE TRWT29,369$1.3M0.16%
105PRICE T ROWE GROUP INCTROW12,095$1.3M0.15%
106AST SPACEMOBILE INCASTS25,700$1.2M0.15%
107TRUIST FINL CORP89832Q10927,268$1.2M0.15%
108DIMENSIONAL ETF TRUST25434V70830,321$1.2M0.14%
109SERVICENOW INCNOW1,201$1.1M0.13%
110SOUTHERN COPPER CORPSCCO9,119$1.1M0.13%
111ISHARES TR4642871507,440$1.1M0.13%
112FORTINET INCFTNT11,684$983,6180.12%
113UNITED PARCEL SERVICE INCUPS11,462$976,3750.12%
114ISHARES TR4642876142,096$976,2890.12%
115FIRST TR EXCHANGE-TRADED FD33739Q40816,031$960,4680.12%
116INVESCO EXCH TRADED FD TR IIIVZ12,089$884,5840.11%
117BLACKSTONE INCBX5,164$875,4930.11%
118CATERPILLAR INCCAT1,804$872,2280.11%
119HONEYWELL INTL INC4385161064,123$861,9990.10%
120ISHARES TR46434V62112,729$861,0650.10%
121VALERO ENERGY CORPVLO5,017$854,8130.10%
122PARKER-HANNIFIN CORPPH1,108$837,0120.10%
123SYNOPSYS INCSNPS1,710$825,2020.10%
124PHILLIPS 66PSX6,049$819,0190.10%
125BLUE OWL CAPITAL INCOWL46,587$777,6450.09%
126ISHARES TR46435G47428,017$776,9480.09%
127APPLIED MATLS INC0382221053,735$771,9270.09%
128AUTOMATIC DATA PROCESSING INADP2,645$769,2790.09%
129PUBLIC SVC ENTERPRISE GRP IN7445731069,367$768,7130.09%
130ONEOK INC NEWOKE10,517$763,4870.09%
131BNY MELLON ETF TRUST09661T2067,039$757,5370.09%
132ROPER TECHNOLOGIES INCROP1,430$711,9230.09%
133COMCAST CORP NEWCCZ22,524$710,1810.09%
134IRON MTN INC DEL46284V1016,532$677,9380.08%
135CONSTELLATION ENERGY CORPCEG2,037$673,5810.08%
136SCHWAB STRATEGIC TR80852430020,896$662,6480.08%
137VANECK ETF TRUST92189H74812,383$657,4180.08%
138QUALCOMM INCQCOM3,904$649,0760.08%
139ISHARES TR46429B59812,116$637,8840.08%
140MICROCHIP TECHNOLOGY INC.MCHPP9,171$606,6920.07%
141ANALOG DEVICES INCADI2,471$603,5330.07%
142HEALTHPEAK PROPERTIES INCDOC31,738$603,3020.07%
143SELECT SECTOR SPDR TR81369Y5066,724$599,3230.07%
144RYDER SYS INCR3,127$584,1390.07%
145TJX COS INC NEW8725401094,030$582,1580.07%
146BNY MELLON ETF TRUST09661T3055,329$581,6370.07%
147BNY MELLON ETF TRUST09661T5037,772$571,8640.07%
148INTERNATIONAL PAPER CO46014610312,491$569,3470.07%
149ROCKWELL AUTOMATION INCROK1,631$567,7070.07%
150CROWDSTRIKE HLDGS INCCRWD1,159$563,6760.07%
151CISCO SYS INCCSCO8,224$561,5820.07%
152BNY MELLON ETF TRUST09661T80011,497$559,4250.07%
153ISHARES TR4642887602,689$558,5250.07%
154TAIWAN SEMICONDUCTOR MFG LTD8740391002,019$558,2990.07%
155WISDOMTREE TRWT10,963$551,1030.07%
156BNY MELLON ETF TRUST09661T4046,164$548,9100.07%
157INTERPUBLIC GROUP COS INCINTR19,961$541,5500.07%
158BRITISH AMERN TOB PLC11044810710,159$538,5380.07%
159SPDR SERIES TRUST78468R85311,611$535,9370.07%
160CLOROX CO DELCLX4,239$518,1800.06%
161LAM RESEARCH CORPLRCX3,889$516,7730.06%
162GOLDMAN SACHS GROUP INCGSCE648$514,3280.06%
163EATON CORP PLCETN1,365$506,7530.06%
164UNION PAC CORPUNP2,103$495,0320.06%
165BANK AMERICA CORP0605051049,465$483,8730.06%
166ENBRIDGE INCENNPF9,658$483,3940.06%
167ADVANCED MICRO DEVICES INCAMD2,926$474,7350.06%
168ISHARES TR46432F3883,735$463,8830.06%
169ARISTA NETWORKS INCANET3,183$462,6670.06%
170VANGUARD STAR FDS9219097686,283$460,4040.06%
171VANGUARD BD INDEX FDS9219378356,127$455,5510.06%
172BOOKING HOLDINGS INCBKNG83$450,0320.05%
173PGIM ETF TR69344A8348,576$441,7040.05%
174GILEAD SCIENCES INCGILD3,888$436,3340.05%
175SPDR INDEX SHS FDS78463X5099,282$433,6830.05%
176CULLEN FROST BANKERS INCCFR-PB3,453$433,2560.05%
177S&P GLOBAL INCSPGI880$427,1810.05%
178VANECK ETF TRUST92189F41128,575$425,6980.05%
179WESTERN DIGITAL CORPWDC3,572$424,0260.05%
180PROGRESSIVE CORP7433151031,676$411,2630.05%
181TG THERAPEUTICS INCTGTX11,003$405,5380.05%
182TERNIUM SATX11,703$403,6550.05%
183BARRICK MNG CORP06849F10812,256$403,4560.05%
184THERMO FISHER SCIENTIFIC INCTMO844$397,7800.05%
185PIMCO ETF TR72201R58514,801$397,3460.05%
186AMERICAN TOWER CORP NEW03027X1002,069$396,3010.05%
187MEDTRONIC PLCMDT4,148$393,3000.05%
188VANGUARD INDEX FDS922908363640$390,6910.05%
189MV OIL TRMVO69,455$388,9460.05%
190TIMOTHY PLAN8874323269,856$387,0170.05%
191ROBLOX CORPRBLX2,780$384,9470.05%
192GE VERNOVA INCGEV626$382,8550.05%
193HUNTINGTON INGALLS INDS INC4464131061,327$378,0800.05%
194TIMOTHY PLAN8874323428,971$371,5870.05%
195BLACKROCK INCBLK319$370,7550.05%
196AMERICAN ELEC PWR CO INC0255371013,311$369,6770.04%
197SSGA ACTIVE ETF TR78467V8489,075$367,9150.04%
198PNC FINL SVCS GROUP INC6934751051,833$366,9300.04%
199WELLS FARGO CO NEW9497461014,353$361,3740.04%
200KIMBERLY-CLARK CORPKMB2,886$356,1910.04%
201MARVELL TECHNOLOGY INCMRVL4,292$355,9020.04%
202EXTRA SPACE STORAGE INCEXR2,513$351,9550.04%
203NORTHROP GRUMMAN CORPNOC577$347,6300.04%
204ISHARES TR46429B6973,550$336,4340.04%
205NUCOR CORPNUE2,453$331,3420.04%
206INVESCO EXCHANGE TRADED FD TIVZ7,290$329,2790.04%
207FS KKR CAP CORPFSK21,841$326,2340.04%
208INTEL CORPINTC9,676$324,3360.04%
209UNITED RENTALS INCURI324$317,3100.04%
210EMERSON ELEC COEMR2,413$314,0000.04%
211LINDE PLCLIN652$310,0620.04%
212GENERAL MTRS CO37045V1005,083$309,5990.04%
213ISHARES TR464287622843$308,3430.04%
214SNOWFLAKE INCSNOW1,352$304,7520.04%
215CELESTICA INCCLS1,245$301,8110.04%
216ROYAL GOLD INCRGLD1,495$299,3410.04%
217COMFORT SYS USA INC199908104357$293,8320.04%
218BRISTOL-MYERS SQUIBB COCELG-RI6,526$293,4880.04%
219TOTALENERGIES SETTE4,852$291,0350.04%
220CONOCOPHILLIPSCOP3,072$290,4840.04%
221UBER TECHNOLOGIES INCUBER2,942$290,0960.04%
222WP CAREY INC92936U1094,257$286,2860.03%
223ISHARES BITCOIN TRUST ETFIBIT4,407$285,8310.03%
224SCHWAB STRATEGIC TR8085247639,172$285,8000.03%
225SHELL PLCRYDAF3,981$285,5590.03%
226VULCAN MATLS CO929160109932$284,3720.03%
227DIAMONDBACK ENERGY INCFANG1,983$283,2180.03%
228ISHARES TR46429B6632,300$280,0800.03%
229TIMOTHY PLAN8874323348,167$274,0950.03%
230FIRST TR EXCHNG TRADED FD VI33740F8625,254$271,6320.03%
231BOEING COBA-PA1,256$268,9270.03%
232GSK PLCGLAXF6,171$263,2380.03%
233KLA CORPKLAC246$262,3270.03%
234UNITED AIRLS HLDGS INCUNTCW2,734$261,5930.03%
235TARGA RES CORPTRGP1,573$261,5890.03%
236VERTEX PHARMACEUTICALS INCVRTX672$260,6650.03%
237AUTODESK INCADSK813$258,7100.03%
238JOHNSON CTLS INTL PLCG515021052,360$258,3020.03%
239CITIGROUP INCC-PR2,565$256,7260.03%
240SPDR S&P MIDCAP 400 ETF TRMDY426$252,1050.03%
241ILLINOIS TOOL WKS INC452308109963$250,0790.03%
242MICRON TECHNOLOGY INCMU1,492$249,6860.03%
243SYSCO CORPSYY3,001$246,5220.03%
244ELEVANCE HEALTH INC FORMERLYELV763$244,7590.03%
245CAPITAL ONE FINL CORP14040H1051,153$244,5830.03%
246EVERCORE INCEVR715$240,7010.03%
247SCHWAB STRATEGIC TR8085242019,138$240,6950.03%
248FIRST TR EXCHNG TRADED FD VI33740U8855,509$239,3000.03%
249EQT CORPEQT4,180$238,5730.03%
250EXPEDIA GROUP INCEXPE1,100$235,1460.03%
251WILLIAMS COS INC9694571003,653$230,7380.03%
252ENTERPRISE PRODS PARTNERS L2937921077,286$229,9950.03%
253EXELON CORPEXC5,013$223,3010.03%
254VANGUARD BD INDEX FDS9219378192,841$222,0310.03%
255SCHWAB STRATEGIC TR8085247718,209$215,8250.03%
256DOORDASH INCDASH790$214,8200.03%
257MCCORMICK & CO INCMKC-V3,167$211,2670.03%
258MARATHON PETE CORPMARA1,082$208,7060.03%
259ISHARES TR4642874811,469$207,8870.03%
260SPOTIFY TECHNOLOGY S ASPOT297$206,9190.03%
261SCHWAB STRATEGIC TR8085247554,814$206,7800.03%
262INVESCO EXCH TRADED FD TR IIIVZ1,707$205,7410.03%
263MOTOROLA SOLUTIONS INCMSI446$203,0380.02%
264DOLLAR GEN CORP NEW2566771051,996$202,7260.02%
265GALLAGHER ARTHUR J & CO363576109655$202,4550.02%
266NXP SEMICONDUCTORS N VNXPI891$200,8890.02%
267PG&E CORPPCG-PX12,039$181,5480.02%
268ADT INC DELADT10,984$95,6710.01%
269TRANSOCEAN LTDRIG10,101$34,6760.00%
270AMBEV SAABEV13,737$30,5650.00%