Symphony Financial, Ltd. Co. Q4 2022 Filing

Filed January 26, 2023

Portfolio Value

$378.0B

Holdings

187

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (187 positions)

#StockSharesValue% PortfolioType
101
7SUSUMMIT MATLS INC
25,139$00.00%
102
SOSOUTHERN CO
10,383$00.00%
103
VRTXVERTEX PHARMACEUTICALS INC
2,793$00.00%
104
LUVSOUTHWEST AIRLS CO
17,700$00.00%
105
ROKROCKWELL AUTOMATION INC
2,310$00.00%
106
WTSWATTS WATER TECHNOLOGIES INC
4,773$00.00%
107
INTUINTUIT
1,442$00.00%
108
LMTLOCKHEED MARTIN CORP
1,919$00.00%
109
AMATAPPLIED MATLS INC
6,462$00.00%
110
RTXRAYTHEON TECHNOLOGIES CORP
4,535$00.00%
111
UNPUNION PAC CORP
1,720$00.00%
112
DFACDIMENSIONAL ETF TRUST
33,791$00.00%
113
SBUXSTARBUCKS CORP
4,333$00.00%
114
PSXPHILLIPS 66
4,999$00.00%
115
HUNHUNTSMAN CORP
21,767$00.00%
116
AVGOBROADCOM INC
1,492$00.00%
117
PFEPFIZER INC
16,448$00.00%
118
JNPJUNIPER NETWORKS INC
17,542$00.00%
119
STELSTELLAR BANCORP INC
12,080$00.00%
120
REMISHARES TR
17,802$00.00%
121
AGCOAGCO CORP
5,627$00.00%
122
VVISA INC
3,790$00.00%
123
CROXCROCS INC
3,854$00.00%
124
CMCCOMMERCIAL METALS CO
17,676$00.00%
125
RRYDER SYS INC
3,170$00.00%
126
TKRTIMKEN CO
7,243$00.00%
127
CDNSCADENCE DESIGN SYSTEM INC
1,685$00.00%
128
TSLATESLA INC
6,025$00.00%
129
CLCOLGATE PALMOLIVE CO
5,168$00.00%
130
PSAPUBLIC STORAGE
3,102$00.00%
131
STLDSTEEL DYNAMICS INC
5,200$00.00%
132
FSKFS KKR CAP CORP
30,483$00.00%
133
GDGENERAL DYNAMICS CORP
1,962$00.00%
134
SAMBOSTON BEER INC
950$00.00%
135
ITWILLINOIS TOOL WKS INC
4,290$00.00%
136
SPGIS&P GLOBAL INC
2,298$00.00%
137
EX9EXELIXIS INC
33,560$00.00%
138
CATCATERPILLAR INC
958$00.00%
139
ACNACCENTURE PLC IRELAND
2,270$00.00%
140
TMOTHERMO FISHER SCIENTIFIC INC
1,108$00.00%
141
GILDGILEAD SCIENCES INC
2,498$00.00%
142
AXPAMERICAN EXPRESS CO
5,369$00.00%
143
ABXBARRICK GOLD CORP
18,844$00.00%
144
HSYHERSHEY CO
3,754$00.00%
145
MAMASTERCARD INCORPORATED
1,299$00.00%
146
CFRCULLEN FROST BANKERS INC
6,413$00.00%
147
ETNEATON CORP PLC
1,490$00.00%
148
KMBKIMBERLY-CLARK CORP
3,163$00.00%
149
VOVANGUARD INDEX FDS
3,962$00.00%
150
FQIDIGITAL RLTY TR INC
8,415$00.00%
151
NSPINSPERITY INC
3,414$00.00%
152
LNGCHENIERE ENERGY INC
4,053$00.00%
153
OXYOCCIDENTAL PETE CORP
4,215$00.00%
154
CMICUMMINS INC
2,363$00.00%
155
PANWPALO ALTO NETWORKS INC
3,398$00.00%
156
PRUPRUDENTIAL FINL INC
2,324$00.00%
157
PHPARKER-HANNIFIN CORP
1,088$00.00%
158
DOWDOW INC
14,442$00.00%
159
ORCLORACLE CORP
6,978$00.00%
160
JPMJPMORGAN CHASE & CO
2,853$00.00%
161
FANGDIAMONDBACK ENERGY INC
1,733$00.00%
162
BMYBRISTOL-MYERS SQUIBB CO
4,118$00.00%
163
BERYEURBERRY GLOBAL GROUP INC
12,057$00.00%
164
BABOEING CO
3,700$00.00%
165
UPSUNITED PARCEL SERVICE INC
1,300$00.00%
166
AMGNAMGEN INC
3,671$00.00%
167
EPAMEPAM SYS INC
1,495$00.00%
168
WATWATERS CORP
1,880$00.00%
169
VLOVALERO ENERGY CORP
6,415$00.00%
170
EMREMERSON ELEC CO
9,336$00.00%
171
LYBLYONDELLBASELL INDUSTRIES N
3,026$00.00%
172
ITA*ISHARES TR
2,579$00.00%
173
KELKELLOGG CO
7,119$00.00%
174
NOWSERVICENOW INC
928$00.00%
175
VXUSVANGUARD STAR FDS
13,749$00.00%
176
IWBISHARES TR
1,107$00.00%
177
ADPAUTOMATIC DATA PROCESSING IN
3,883$00.00%
178
IJRISHARES TR
2,496$00.00%
179
CARRCARRIER GLOBAL CORPORATION
15,499$00.00%
180
MCXMCCORMICK & CO INC
4,001$00.00%
181
CVSCVS HEALTH CORP
7,787$00.00%
182
ULUNILEVER PLC
4,808$00.00%
183
AMTAMERICAN TOWER CORP NEW
2,526$00.00%
184
CSCOCISCO SYS INC
6,117$00.00%
185
ROPROPER TECHNOLOGIES INC
1,383$00.00%
186
AWCAMERICAN WTR WKS CO INC NEW
1,878$00.00%
187
OIHVANECK ETF TRUST
1,700$00.00%
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