Symphony Financial, Ltd. Co. Q2 2023 Filing

Filed July 12, 2023

Portfolio Value

$407.3B

Holdings

183

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (183 positions)

StockValue
SPYGSPDR SER TR
$20K
IJHISHARES TR
$20K
SPTMSPDR SER TR
$19K
AQLTISHARES TR
$15K
IUSVISHARES TR
$14K
VTIVANGUARD INDEX FDS
$12K
MSFTMICROSOFT CORP
$11K
AAPLAPPLE INC
$11K
IWMISHARES TR
$11K
QUALISHARES TR
$11K
GQ9SPDR GOLD TR
$8K
SPYVSPDR SER TR
$8K
IUSGISHARES TR
$7K
PULSPGIM ETF TR
$7K
ANGLVANECK ETF TRUST
$7K
AVDEAMERICAN CENTY ETF TR
$7K
AVUVAMERICAN CENTY ETF TR
$7K
JPSTJ P MORGAN EXCHANGE TRADED F
$6K
XOMEXXON MOBIL CORP
$5K
SPHQINVESCO EXCHANGE TRADED FD T
$5K
AMZNAMAZON COM INC
$5K
MOALTRIA GROUP INC
$5K
AGGYWISDOMTREE TR
$5K
BACVERIZON COMMUNICATIONS INC
$5K
SPMDSPDR SER TR
$4K
ADBEADOBE SYSTEMS INCORPORATED
$4K
IEMGISHARES INC
$4K
4I1PHILIP MORRIS INTL INC
$3K
FTSMFIRST TR EXCHANGE-TRADED FD
$3K
COSTCOSTCO WHSL CORP NEW
$3K
CRMSALESFORCE INC
$3K
LIESUN LIFE FINANCIAL INC.
$3K
IVVISHARES TR
$3K
LOWLOWES COS INC
$3K
TSLATESLA INC
$2K
NVDANVIDIA CORPORATION
$2K
SPYSPDR S&P 500 ETF TR
$2K
VOOVANGUARD INDEX FDS
$2K
EXREXTRA SPACE STORAGE INC
$2K
AVEMAMERICAN CENTY ETF TR
$2K
NEENEXTERA ENERGY INC
$2K
GOOGALPHABET INC
$2K
PGPROCTER AND GAMBLE CO
$2K
CVXCHEVRON CORP NEW
$2K
AVGOBROADCOM INC
$2K
BNDVANGUARD BD INDEX FDS
$2K
LPLALPL FINL HLDGS INC
$2K
EDCONSOLIDATED EDISON INC
$2K
WMTWALMART INC
$2K
LLYLILLY ELI & CO
$1K
QCOMQUALCOMM INC
$1K
PEPPEPSICO INC
$1K
KOCOCA COLA CO
$1K
BLKCHFBLACKROCK INC
$1K
BRK/BBERKSHIRE HATHAWAY INC DEL
$1K
FQIDIGITAL RLTY TR INC
$1K
HDHOME DEPOT INC
$1K
XLESELECT SECTOR SPDR TR
$1K
CSXCSX CORP
$1K
FTNTFORTINET INC
$1K
TXNTEXAS INSTRS INC
$1K
OREALTY INCOME CORP
$1K
GISGENERAL MLS INC
$1K
VRTXVERTEX PHARMACEUTICALS INC
$1K
ITWILLINOIS TOOL WKS INC
$1K
SPLVINVESCO EXCH TRADED FD TR II
$1K
DUKDUKE ENERGY CORP NEW
$1K
UNHUNITEDHEALTH GROUP INC
$1K
LMTLOCKHEED MARTIN CORP
$1K
ANETEURARISTA NETWORKS INC
$1K
AXPAMERICAN EXPRESS CO
$1K
MUBISHARES TR
$1K
JNJJOHNSON & JOHNSON
$1K
GDGENERAL DYNAMICS CORP
$1K
BABOEING CO
$1K
PANWPALO ALTO NETWORKS INC
$1K
MCDMCDONALDS CORP
$1K
VLOVALERO ENERGY CORP
$1K
DHID R HORTON INC
$1K
NDQINVESCO QQQ TR
$1K
ITOTISHARES TR
$0
GPCGENUINE PARTS CO
$0
AGGISHARES TR
$0
FALNISHARES TR
$0
USMVISHARES TR
$0
DEDEERE & CO
$0
AEPAMERICAN ELEC PWR CO INC
$0
BIVVANGUARD BD INDEX FDS
$0
SLABSILICON LABORATORIES INC
$0
WMWASTE MGMT INC DEL
$0
FASTFASTENAL CO
$0
IWFISHARES TR
$0
BIZDVANECK ETF TRUST
$0
SOSOUTHERN CO
$0
LUVSOUTHWEST AIRLS CO
$0
CEGCONSTELLATION ENERGY CORP
$0
ROKROCKWELL AUTOMATION INC
$0
INTUINTUIT
$0
AMATAPPLIED MATLS INC
$0
RTXRAYTHEON TECHNOLOGIES CORP
$0
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