Symphony Financial’s Timothy Plan US Large/Mid Cap Core ETF TPLC Stock Holding History

Symphony Financial’s Portfolio TPLC Stock Details TPLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-7,789	Closed	-$352K	–	207
2024 Q4	$352K	Buy	7,789 +32	+0.4%	+$1.42K	0.06%	161
2024 Q3	$340K	Buy	7,757 +159	+2%	+$6.67K	0.06%	174
2024 Q2	$308K	Buy	+7,598	New	+$309K	0.06%	169
2024 Q1	–	Sell	-7,445	Closed	-$280K	–	209
2023 Q4	$280K	Buy	7,445 +623	+9%	+$22K	0.06%	169
2023 Q3	$232K	Buy	6,822 +13	+0.2%	+$467	0.06%	147
2023 Q2	$242K	Buy	6,809 +145	+2%	+$4.98K	0.06%	168
2023 Q1	$227K	Buy	+6,664	New	+$229K	0.06%	193

Other funds holding TPLC

CIA

Christian Investment Advisors New Braunfels, Texas $158M AUM 11.26% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BFS

Bare Financial Services Gap, Pennsylvania $378M AUM 15.71% 1-Year Est. Return

HIF

Hill Island Financial Grand Rapids, Michigan $412M AUM 21.46% 1-Year Est. Return

Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return

OCFG

O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Symphony Financial's TPLC Position: Q1 2025 in Review

Symphony Financial sold out of Timothy Plan US Large/Mid Cap Core ETF (TPLC) in Q1 2025, closing a stake of 7,789 shares — an estimated $352K sold.

Symphony Financial first reported a position in TPLC in Q1 2023 and held it in 7 quarters. The position peaked at $352K in Q4 2024. 91 funds tracked by Wall St. Rank hold TPLC as of Q1 2025.

Symphony Financial reported no remaining Timothy Plan US Large/Mid Cap Core ETF position as of Q1 2025 after selling out during the quarter.
Symphony Financial sold 7,789 Timothy Plan US Large/Mid Cap Core ETF shares in Q1 2025, an estimated $352K.
Symphony Financial first reported a position in Timothy Plan US Large/Mid Cap Core ETF in Q1 2023 and held it in 7 quarters.
Symphony Financial's Timothy Plan US Large/Mid Cap Core ETF position peaked at $352K in Q4 2024.
91 funds tracked by Wall St. Rank held Timothy Plan US Large/Mid Cap Core ETF as of Q1 2025.

Based on Symphony Financial's 13F filing for Q1 2025, filed 23 Apr 2025.