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)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPYGSPDR SER TR | 346,853 | $20K | 0.00% | |
| 2 | IJHISHARES TR | 76,918 | $20K | 0.00% | |
| 3 | SPTMSPDR SER TR | 368,886 | $19K | 0.00% | |
| 4 | AQLTISHARES TR | 228,821 | $15K | 0.00% | |
| 5 | IUSVISHARES TR | 184,706 | $14K | 0.00% | |
| 6 | VTIVANGUARD INDEX FDS | 57,302 | $12K | 0.00% | |
| 7 | MSFTMICROSOFT CORP | 34,723 | $11K | 0.00% | |
| 8 | AAPLAPPLE INC | 62,423 | $11K | 0.00% | |
| 9 | IWMISHARES TR | 63,079 | $11K | 0.00% | |
| 10 | QUALISHARES TR | 87,470 | $11K | 0.00% | |
| 11 | GQ9SPDR GOLD TR | 47,814 | $8K | 0.00% | |
| 12 | SPYVSPDR SER TR | 187,029 | $8K | 0.00% | |
| 13 | IUSGISHARES TR | 72,948 | $7K | 0.00% | |
| 14 | PULSPGIM ETF TR | 157,952 | $7K | 0.00% | |
| 15 | ANGLVANECK ETF TRUST | 259,204 | $7K | 0.00% | |
| 16 | AVDEAMERICAN CENTY ETF TR | 130,860 | $7K | 0.00% | |
| 17 | AVUVAMERICAN CENTY ETF TR | 92,521 | $7K | 0.00% | |
| 18 | JPSTJ P MORGAN EXCHANGE TRADED F | 127,857 | $6K | 0.00% | |
| 19 | XOMEXXON MOBIL CORP | 52,799 | $5K | 0.00% | |
| 20 | SPHQINVESCO EXCHANGE TRADED FD T | 103,467 | $5K | 0.00% | |
| 21 | AMZNAMAZON COM INC | 45,962 | $5K | 0.00% | |
| 22 | MOALTRIA GROUP INC | 112,412 | $5K | 0.00% | |
| 23 | AGGYWISDOMTREE TR | 122,812 | $5K | 0.00% | |
| 24 | BACVERIZON COMMUNICATIONS INC | 140,335 | $5K | 0.00% | |
| 25 | SPMDSPDR SER TR | 102,023 | $4K | 0.00% | |
| 26 | ADBEADOBE SYSTEMS INCORPORATED | 8,609 | $4K | 0.00% | |
| 27 | IEMGISHARES INC | 85,281 | $4K | 0.00% | |
| 28 | 4I1PHILIP MORRIS INTL INC | 40,596 | $3K | 0.00% | |
| 29 | FTSMFIRST TR EXCHANGE-TRADED FD | 62,418 | $3K | 0.00% | |
| 30 | COSTCOSTCO WHSL CORP NEW | 5,678 | $3K | 0.00% | |
| 31 | CRMSALESFORCE INC | 14,839 | $3K | 0.00% | |
| 32 | LIESUN LIFE FINANCIAL INC. | 71,462 | $3K | 0.00% | |
| 33 | IVVISHARES TR | 7,134 | $3K | 0.00% | |
| 34 | LOWLOWES COS INC | 13,484 | $3K | 0.00% | |
| 35 | TSLATESLA INC | 10,766 | $2K | 0.00% | |
| 36 | NVDANVIDIA CORPORATION | 6,265 | $2K | 0.00% | |
| 37 | SPYSPDR S&P 500 ETF TR | 5,611 | $2K | 0.00% | |
| 38 | VOOVANGUARD INDEX FDS | 6,628 | $2K | 0.00% | |
| 39 | EXREXTRA SPACE STORAGE INC | 15,072 | $2K | 0.00% | |
| 40 | AVEMAMERICAN CENTY ETF TR | 40,102 | $2K | 0.00% | |
| 41 | NEENEXTERA ENERGY INC | 29,114 | $2K | 0.00% | |
| 42 | GOOGALPHABET INC | 22,329 | $2K | 0.00% | |
| 43 | PGPROCTER AND GAMBLE CO | 14,468 | $2K | 0.00% | |
| 44 | CVXCHEVRON CORP NEW | 13,305 | $2K | 0.00% | |
| 45 | AVGOBROADCOM INC | 3,365 | $2K | 0.00% | |
| 46 | BNDVANGUARD BD INDEX FDS | 35,591 | $2K | 0.00% | |
| 47 | LPLALPL FINL HLDGS INC | 10,751 | $2K | 0.00% | |
| 48 | EDCONSOLIDATED EDISON INC | 30,259 | $2K | 0.00% | |
| 49 | WMTWALMART INC | 13,201 | $2K | 0.00% | |
| 50 | LLYLILLY ELI & CO | 4,182 | $1K | 0.00% | |
| 51 | QCOMQUALCOMM INC | 9,941 | $1K | 0.00% | |
| 52 | PEPPEPSICO INC | 9,430 | $1K | 0.00% | |
| 53 | KOCOCA COLA CO | 24,130 | $1K | 0.00% | |
| 54 | BLKCHFBLACKROCK INC | 2,078 | $1K | 0.00% | |
| 55 | BRK/BBERKSHIRE HATHAWAY INC DEL | 4,661 | $1K | 0.00% | |
| 56 | FQIDIGITAL RLTY TR INC | 16,335 | $1K | 0.00% | |
| 57 | HDHOME DEPOT INC | 5,605 | $1K | 0.00% | |
| 58 | XLESELECT SECTOR SPDR TR | 12,713 | $1K | 0.00% | |
| 59 | CSXCSX CORP | 34,928 | $1K | 0.00% | |
| 60 | FTNTFORTINET INC | 17,527 | $1K | 0.00% | |
| 61 | TXNTEXAS INSTRS INC | 10,827 | $1K | 0.00% | |
| 62 | OREALTY INCOME CORP | 30,394 | $1K | 0.00% | |
| 63 | GISGENERAL MLS INC | 19,451 | $1K | 0.00% | |
| 64 | VRTXVERTEX PHARMACEUTICALS INC | 3,181 | $1K | 0.00% | |
| 65 | ITWILLINOIS TOOL WKS INC | 5,337 | $1K | 0.00% | |
| 66 | SPLVINVESCO EXCH TRADED FD TR II | 16,756 | $1K | 0.00% | |
| 67 | DUKDUKE ENERGY CORP NEW | 21,340 | $1K | 0.00% | |
| 68 | UNHUNITEDHEALTH GROUP INC | 3,005 | $1K | 0.00% | |
| 69 | LMTLOCKHEED MARTIN CORP | 2,366 | $1K | 0.00% | |
| 70 | ANETEURARISTA NETWORKS INC | 6,671 | $1K | 0.00% | |
| 71 | AXPAMERICAN EXPRESS CO | 5,867 | $1K | 0.00% | |
| 72 | MUBISHARES TR | 12,748 | $1K | 0.00% | |
| 73 | JNJJOHNSON & JOHNSON | 8,707 | $1K | 0.00% | |
| 74 | GDGENERAL DYNAMICS CORP | 4,675 | $1K | 0.00% | |
| 75 | BABOEING CO | 7,502 | $1K | 0.00% | |
| 76 | PANWPALO ALTO NETWORKS INC | 5,613 | $1K | 0.00% | |
| 77 | MCDMCDONALDS CORP | 4,277 | $1K | 0.00% | |
| 78 | VLOVALERO ENERGY CORP | 9,334 | $1K | 0.00% | |
| 79 | DHID R HORTON INC | 10,756 | $1K | 0.00% | |
| 80 | NDQINVESCO QQQ TR | 4,247 | $1K | 0.00% | |
| 81 | ITOTISHARES TR | 6,365 | $0 | 0.00% | |
| 82 | GPCGENUINE PARTS CO | 2,460 | $0 | 0.00% | |
| 83 | AGGISHARES TR | 5,829 | $0 | 0.00% | |
| 84 | FALNISHARES TR | 22,454 | $0 | 0.00% | |
| 85 | USMVISHARES TR | 5,568 | $0 | 0.00% | |
| 86 | DEDEERE & CO | 684 | $0 | 0.00% | |
| 87 | AEPAMERICAN ELEC PWR CO INC | 3,472 | $0 | 0.00% | |
| 88 | BIVVANGUARD BD INDEX FDS | 3,456 | $0 | 0.00% | |
| 89 | SLABSILICON LABORATORIES INC | 1,480 | $0 | 0.00% | |
| 90 | WMWASTE MGMT INC DEL | 3,993 | $0 | 0.00% | |
| 91 | FASTFASTENAL CO | 13,535 | $0 | 0.00% | |
| 92 | IWFISHARES TR | 2,304 | $0 | 0.00% | |
| 93 | BIZDVANECK ETF TRUST | 53,302 | $0 | 0.00% | |
| 94 | SOSOUTHERN CO | 12,822 | $0 | 0.00% | |
| 95 | LUVSOUTHWEST AIRLS CO | 12,130 | $0 | 0.00% | |
| 96 | CEGCONSTELLATION ENERGY CORP | 2,705 | $0 | 0.00% | |
| 97 | ROKROCKWELL AUTOMATION INC | 2,704 | $0 | 0.00% | |
| 98 | INTUINTUIT | 1,337 | $0 | 0.00% | |
| 99 | AMATAPPLIED MATLS INC | 5,554 | $0 | 0.00% | |
| 100 | RTXRAYTHEON TECHNOLOGIES CORP | 6,979 | $0 | 0.00% |
Page 1 of 2Next