Symphony Financial, Ltd. Co. Q1 2023 Filing

Filed May 3, 2023

Portfolio Value

$386.1B

Holdings

202

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (202 positions)

#StockSharesValue% PortfolioType
101
AEPAMERICAN ELEC PWR CO INC
3,271$00.00%
102
IBKRINTERACTIVE BROKERS GROUP IN
7,212$00.00%
103
BIVVANGUARD BD INDEX FDS
3,356$00.00%
104
ATKRATKORE INC
3,697$00.00%
105
ASOACADEMY SPORTS & OUTDOORS IN
3,867$00.00%
106
SLABSILICON LABORATORIES INC
1,580$00.00%
107
WMWASTE MGMT INC DEL
3,665$00.00%
108
SEDGSOLAREDGE TECHNOLOGIES INC
1,082$00.00%
109
FASTFASTENAL CO
16,282$00.00%
110
IWFISHARES TR
2,301$00.00%
111
7SUSUMMIT MATLS INC
16,564$00.00%
112
SOSOUTHERN CO
9,763$00.00%
113
VRTXVERTEX PHARMACEUTICALS INC
2,768$00.00%
114
LUVSOUTHWEST AIRLS CO
12,100$00.00%
115
ROKROCKWELL AUTOMATION INC
3,203$00.00%
116
WTSWATTS WATER TECHNOLOGIES INC
3,701$00.00%
117
INTUINTUIT
1,243$00.00%
118
LMTLOCKHEED MARTIN CORP
1,946$00.00%
119
AMATAPPLIED MATLS INC
5,282$00.00%
120
RTXRAYTHEON TECHNOLOGIES CORP
5,786$00.00%
121
UNPUNION PAC CORP
1,710$00.00%
122
DFACDIMENSIONAL ETF TRUST
33,460$00.00%
123
BRK/BBERKSHIRE HATHAWAY INC DEL
3,187$00.00%
124
SBUXSTARBUCKS CORP
4,113$00.00%
125
PSXPHILLIPS 66
4,425$00.00%
126
HUNHUNTSMAN CORP
21,122$00.00%
127
AVGOBROADCOM INC
1,428$00.00%
128
USDPUSD PARTNERS LP
13,360$00.00%
129
PFEPFIZER INC
11,395$00.00%
130
JNPJUNIPER NETWORKS INC
17,491$00.00%
131
STELSTELLAR BANCORP INC
12,080$00.00%
132
REMISHARES TR
17,804$00.00%
133
AGCOAGCO CORP
3,722$00.00%
134
VVISA INC
3,580$00.00%
135
CROXCROCS INC
6,354$00.00%
136
CMCCOMMERCIAL METALS CO
10,241$00.00%
137
RRYDER SYS INC
3,736$00.00%
138
CDNSCADENCE DESIGN SYSTEM INC
1,154$00.00%
139
CLCOLGATE PALMOLIVE CO
6,282$00.00%
140
AAALCOA CORP
8,884$00.00%
141
PSAPUBLIC STORAGE
2,650$00.00%
142
FSKFS KKR CAP CORP
33,483$00.00%
143
SAMBOSTON BEER INC
1,550$00.00%
144
CIMCHIMERA INVT CORP
14,150$00.00%
145
SPGIS&P GLOBAL INC
1,273$00.00%
146
EX9EXELIXIS INC
30,958$00.00%
147
CATCATERPILLAR INC
2,875$00.00%
148
ACNACCENTURE PLC IRELAND
2,385$00.00%
149
ABRARBOR REALTY TRUST INC
10,000$00.00%
150
TMOTHERMO FISHER SCIENTIFIC INC
893$00.00%
151
GILDGILEAD SCIENCES INC
2,756$00.00%
152
AXPAMERICAN EXPRESS CO
5,690$00.00%
153
ABXBARRICK GOLD CORP
18,312$00.00%
154
HSYHERSHEY CO
3,929$00.00%
155
MAMASTERCARD INCORPORATED
1,401$00.00%
156
TEXTEREX CORP NEW
8,222$00.00%
157
ETNEATON CORP PLC
1,258$00.00%
158
KMBKIMBERLY-CLARK CORP
3,276$00.00%
159
VOVANGUARD INDEX FDS
3,977$00.00%
160
FQIDIGITAL RLTY TR INC
9,438$00.00%
161
NSPINSPERITY INC
3,227$00.00%
162
VISNCOMMSCOPE HLDG CO INC
10,100$00.00%
163
NWLNEWELL BRANDS INC
30,208$00.00%
164
MARMARRIOTT INTL INC NEW
4,050$00.00%
165
CMICUMMINS INC
2,375$00.00%
166
PANWPALO ALTO NETWORKS INC
4,335$00.00%
167
FCELCHFFUELCELL ENERGY INC
24,000$00.00%
168
PHPARKER-HANNIFIN CORP
812$00.00%
169
DOWDOW INC
11,164$00.00%
170
ORCLORACLE CORP
7,425$00.00%
171
LUMNLUMEN TECHNOLOGIES INC
21,891$00.00%
172
TDCTERADATA CORP DEL
11,304$00.00%
173
JPMJPMORGAN CHASE & CO
2,939$00.00%
174
BMYBRISTOL-MYERS SQUIBB CO
4,130$00.00%
175
BLDRBUILDERS FIRSTSOURCE INC
6,035$00.00%
176
BERYEURBERRY GLOBAL GROUP INC
10,288$00.00%
177
UPSUNITED PARCEL SERVICE INC
1,277$00.00%
178
DYHTARGET CORP
5,382$00.00%
179
EPAMEPAM SYS INC
1,475$00.00%
180
WATWATERS CORP
1,604$00.00%
181
EEFTEURONET WORLDWIDE INC
4,346$00.00%
182
EMREMERSON ELEC CO
9,871$00.00%
183
WCCWESCO INTL INC
3,219$00.00%
184
LYBLYONDELLBASELL INDUSTRIES N
3,598$00.00%
185
ITA*ISHARES TR
2,446$00.00%
186
KELKELLOGG CO
8,020$00.00%
187
NOWSERVICENOW INC
832$00.00%
188
VXUSVANGUARD STAR FDS
12,958$00.00%
189
IWBISHARES TR
1,110$00.00%
190
ADPAUTOMATIC DATA PROCESSING IN
3,712$00.00%
191
AZOAUTOZONE INC
398$00.00%
192
GOOGLALPHABET INC
6,419$00.00%
193
CARRCARRIER GLOBAL CORPORATION
13,472$00.00%
194
MCXMCCORMICK & CO INC
3,502$00.00%
195
CVSCVS HEALTH CORP
7,567$00.00%
196
ULUNILEVER PLC
4,817$00.00%
197
AMTAMERICAN TOWER CORP NEW
2,478$00.00%
198
ENRENERGIZER HLDGS INC NEW
12,208$00.00%
199
CSCOCISCO SYS INC
5,998$00.00%
200
ROPROPER TECHNOLOGIES INC
1,680$00.00%
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