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)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPYGSPDR SER TR | 354,603 | $19K | 0.00% | |
| 2 | SPTMSPDR SER TR | 366,940 | $18K | 0.00% | |
| 3 | IJHISHARES TR | 69,470 | $17K | 0.00% | |
| 4 | QUALISHARES TR | 127,243 | $15K | 0.00% | |
| 5 | IUSVISHARES TR | 168,734 | $12K | 0.00% | |
| 6 | AQLTISHARES TR | 169,470 | $11K | 0.00% | |
| 7 | AAPLAPPLE INC | 65,528 | $10K | 0.00% | |
| 8 | MSFTMICROSOFT CORP | 36,528 | $10K | 0.00% | |
| 9 | IWMISHARES TR | 56,283 | $9K | 0.00% | |
| 10 | VTIVANGUARD INDEX FDS | 47,696 | $9K | 0.00% | |
| 11 | SRLNSSGA ACTIVE ETF TR | 199,775 | $8K | 0.00% | |
| 12 | PULSPGIM ETF TR | 177,119 | $8K | 0.00% | |
| 13 | GQ9SPDR GOLD TR | 47,430 | $8K | 0.00% | |
| 14 | JPSTJ P MORGAN EXCHANGE TRADED F | 140,248 | $7K | 0.00% | |
| 15 | ANGLVANECK ETF TRUST | 241,857 | $6K | 0.00% | |
| 16 | SPYVSPDR SER TR | 170,478 | $6K | 0.00% | |
| 17 | XOMEXXON MOBIL CORP | 51,221 | $5K | 0.00% | |
| 18 | SPHQINVESCO EXCHANGE TRADED FD T | 120,328 | $5K | 0.00% | |
| 19 | AVUVAMERICAN CENTY ETF TR | 79,351 | $5K | 0.00% | |
| 20 | IUSGISHARES TR | 58,976 | $5K | 0.00% | |
| 21 | MOALTRIA GROUP INC | 110,795 | $4K | 0.00% | |
| 22 | BACVERIZON COMMUNICATIONS INC | 122,504 | $4K | 0.00% | |
| 23 | AMZNAMAZON COM INC | 46,236 | $4K | 0.00% | |
| 24 | LIESUN LIFE FINANCIAL INC. | 70,946 | $3K | 0.00% | |
| 25 | IEMGISHARES INC | 78,962 | $3K | 0.00% | |
| 26 | IVVISHARES TR | 7,660 | $3K | 0.00% | |
| 27 | FTSMFIRST TR EXCHANGE-TRADED FD | 55,178 | $3K | 0.00% | |
| 28 | EDCONSOLIDATED EDISON INC | 32,865 | $3K | 0.00% | |
| 29 | SPMDSPDR SER TR | 85,267 | $3K | 0.00% | |
| 30 | ADBEADOBE SYSTEMS INCORPORATED | 10,343 | $3K | 0.00% | |
| 31 | 4I1PHILIP MORRIS INTL INC | 40,394 | $3K | 0.00% | |
| 32 | COSTCOSTCO WHSL CORP NEW | 6,114 | $3K | 0.00% | |
| 33 | VOOVANGUARD INDEX FDS | 6,746 | $2K | 0.00% | |
| 34 | CVXCHEVRON CORP NEW | 13,309 | $2K | 0.00% | |
| 35 | NEENEXTERA ENERGY INC | 31,570 | $2K | 0.00% | |
| 36 | PGPROCTER AND GAMBLE CO | 14,273 | $2K | 0.00% | |
| 37 | TXNTEXAS INSTRS INC | 11,361 | $2K | 0.00% | |
| 38 | EXREXTRA SPACE STORAGE INC | 13,002 | $2K | 0.00% | |
| 39 | GOOGALPHABET INC | 23,245 | $2K | 0.00% | |
| 40 | CRMSALESFORCE INC | 15,120 | $2K | 0.00% | |
| 41 | LPLALPL FINL HLDGS INC | 10,751 | $2K | 0.00% | |
| 42 | SPYSPDR S&P 500 ETF TR | 5,256 | $2K | 0.00% | |
| 43 | NVDANVIDIA CORPORATION | 8,587 | $2K | 0.00% | |
| 44 | LOWLOWES COS INC | 13,850 | $2K | 0.00% | |
| 45 | QCOMQUALCOMM INC | 9,619 | $1K | 0.00% | |
| 46 | ANETEURARISTA NETWORKS INC | 7,628 | $1K | 0.00% | |
| 47 | EOGEOG RES INC | 9,166 | $1K | 0.00% | |
| 48 | TAT&T INC | 59,317 | $1K | 0.00% | |
| 49 | JNJJOHNSON & JOHNSON | 8,922 | $1K | 0.00% | |
| 50 | SPLVINVESCO EXCH TRADED FD TR II | 17,667 | $1K | 0.00% | |
| 51 | WMTWALMART INC | 12,360 | $1K | 0.00% | |
| 52 | OREALTY INCOME CORP | 31,734 | $1K | 0.00% | |
| 53 | XLESELECT SECTOR SPDR TR | 12,664 | $1K | 0.00% | |
| 54 | BABOEING CO | 7,157 | $1K | 0.00% | |
| 55 | MCDMCDONALDS CORP | 4,618 | $1K | 0.00% | |
| 56 | ABTABBOTT LABS | 19,940 | $1K | 0.00% | |
| 57 | LLYLILLY ELI & CO | 4,601 | $1K | 0.00% | |
| 58 | GISGENERAL MLS INC | 21,480 | $1K | 0.00% | |
| 59 | ABBVABBVIE INC | 8,067 | $1K | 0.00% | |
| 60 | PEPPEPSICO INC | 10,288 | $1K | 0.00% | |
| 61 | AMGNAMGEN INC | 5,229 | $1K | 0.00% | |
| 62 | TKRTIMKEN CO | 13,094 | $1K | 0.00% | |
| 63 | DUKDUKE ENERGY CORP NEW | 20,116 | $1K | 0.00% | |
| 64 | VLOVALERO ENERGY CORP | 10,918 | $1K | 0.00% | |
| 65 | DHID R HORTON INC | 11,979 | $1K | 0.00% | |
| 66 | GDGENERAL DYNAMICS CORP | 4,961 | $1K | 0.00% | |
| 67 | TSLATESLA INC | 8,641 | $1K | 0.00% | |
| 68 | BLKCHFBLACKROCK INC | 2,259 | $1K | 0.00% | |
| 69 | HDHOME DEPOT INC | 5,247 | $1K | 0.00% | |
| 70 | CSXCSX CORP | 40,809 | $1K | 0.00% | |
| 71 | ITWILLINOIS TOOL WKS INC | 5,238 | $1K | 0.00% | |
| 72 | KOCOCA COLA CO | 28,996 | $1K | 0.00% | |
| 73 | AVDEAMERICAN CENTY ETF TR | 31,367 | $1K | 0.00% | |
| 74 | FTNTFORTINET INC | 18,182 | $1K | 0.00% | |
| 75 | BIZDVANECK ETF TRUST | 75,674 | $1K | 0.00% | |
| 76 | UNHUNITEDHEALTH GROUP INC | 3,101 | $1K | 0.00% | |
| 77 | NDQINVESCO QQQ TR | 4,033 | $1K | 0.00% | |
| 78 | ALBALBEMARLE CORP | 2,166 | $0 | 0.00% | |
| 79 | COPCONOCOPHILLIPS | 3,113 | $0 | 0.00% | |
| 80 | MVOMV OIL TR | 78,386 | $0 | 0.00% | |
| 81 | GSGOLDMAN SACHS GROUP INC | 925 | $0 | 0.00% | |
| 82 | PYPLPAYPAL HLDGS INC | 6,477 | $0 | 0.00% | |
| 83 | WPCWP CAREY INC | 7,038 | $0 | 0.00% | |
| 84 | PRGSPROGRESS SOFTWARE CORP | 9,744 | $0 | 0.00% | |
| 85 | GSKGSK PLC | 22,445 | $0 | 0.00% | |
| 86 | CGCARLYLE GROUP INC | 13,484 | $0 | 0.00% | |
| 87 | CRKCOMSTOCK RES INC | 22,777 | $0 | 0.00% | |
| 88 | AVEMAMERICAN CENTY ETF TR | 9,085 | $0 | 0.00% | |
| 89 | DGROISHARES TR | 4,324 | $0 | 0.00% | |
| 90 | TXTERNIUM SA | 9,500 | $0 | 0.00% | |
| 91 | MRKMERCK & CO INC | 9,266 | $0 | 0.00% | |
| 92 | DVNDEVON ENERGY CORP NEW | 8,354 | $0 | 0.00% | |
| 93 | HONHONEYWELL INTL INC | 2,622 | $0 | 0.00% | |
| 94 | ITOTISHARES TR | 6,254 | $0 | 0.00% | |
| 95 | PENNPENN ENTERTAINMENT INC | 16,382 | $0 | 0.00% | |
| 96 | GPCGENUINE PARTS CO | 2,460 | $0 | 0.00% | |
| 97 | AGGISHARES TR | 2,546 | $0 | 0.00% | |
| 98 | FALNISHARES TR | 22,636 | $0 | 0.00% | |
| 99 | TECK/BTECK RESOURCES LTD | 6,342 | $0 | 0.00% | |
| 100 | DEDEERE & CO | 684 | $0 | 0.00% |
Page 1 of 3Next