0001754960-22-000182.txt : 20220718 0001754960-22-000182.hdr.sgml : 20220718 20220718171705 ACCESSION NUMBER: 0001754960-22-000182 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220718 DATE AS OF CHANGE: 20220718 EFFECTIVENESS DATE: 20220718 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Symphony Financial, Ltd. Co. CENTRAL INDEX KEY: 0001800687 IRS NUMBER: 550808353 STATE OF INCORPORATION: TX FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20236 FILM NUMBER: 221089863 BUSINESS ADDRESS: STREET 1: 17725 JOHN F. KENNEDY BLVD. STREET 2: SUITE 201 CITY: HOUSTON STATE: TX ZIP: 77032 BUSINESS PHONE: (281) 272-6800 MAIL ADDRESS: STREET 1: 17725 JOHN F. KENNEDY BLVD. STREET 2: SUITE 201 CITY: HOUSTON STATE: TX ZIP: 77032 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001800687 XXXXXXXX 06-30-2022 06-30-2022 Symphony Financial, Ltd. Co.
17725 JOHN F. KENNEDY BLVD. SUITE 201 HOUSTON TX 77032
13F HOLDINGS REPORT 028-20236 N
File13F.com Agent 844-844-3453 Aryn Sands Reno NV 07-18-2022 0 179 338167 false
INFORMATION TABLE 2 InformationTableOutput.xml ARCH CAP GROUP LTDORDG0450A105665 14890 SH SOLE 14890 0 0 ACCENTURE PLC IRELANDSHS CLASS AG1151C101631 2255 SH SOLE 2255 0 0 AT&T INCCOM00206R102659 31471 SH SOLE 31471 0 0 ABBOTT LABSCOM0028241003720 34096 SH SOLE 34096 0 0 ABBVIE INCCOM00287Y1091454 9434 SH SOLE 9434 0 0 ACTIVISION BLIZZARD INCCOM00507V109230 2951 SH SOLE 2951 0 0 ADOBE SYSTEMS INCORPORATEDCOM00724F1013140 8518 SH SOLE 8518 0 0 ALLEGIANCE BANCSHARES INCCOM01748H107320 8517 SH SOLE 8517 0 0 ALPHABET INCCAP STK CL C02079K1073206 1428 SH SOLE 1428 0 0 ALPHABET INCCAP STK CL A02079K3052258 1010 SH SOLE 1010 0 0 ALTRIA GROUP INCCOM02209S1031389 33262 SH SOLE 33262 0 0 AMAZON COM INCCOM0231351065993 54992 SH SOLE 54992 0 0 AMERICAN ELEC PWR CO INCCOM025537101547 5731 SH SOLE 5731 0 0 AMERICAN EXPRESS COCOM025816109626 4490 SH SOLE 4490 0 0 AMERICAN TOWER CORP NEWCOM03027X100708 2796 SH SOLE 2796 0 0 AMERICAN WTR WKS CO INC NEWCOM030420103434 2977 SH SOLE 2977 0 0 AMGEN INCCOM031162100519 2114 SH SOLE 2114 0 0 ANNALY CAPITAL MANAGEMENT INCOM035710409486 82320 SH SOLE 82320 0 0 APPLE INCCOM0378331009161 65405 SH SOLE 65405 0 0 APPLIED MATLS INCCOM0382221051068 11621 SH SOLE 11621 0 0 ARBOR REALTY TRUST INCCOM038923108133 10000 SH SOLE 10000 0 0 ARISTA NETWORKS INCCOM040413106906 9519 SH SOLE 9519 0 0 ATKORE INCCOM047649108620 7420 SH SOLE 7420 0 0 AUTOMATIC DATA PROCESSING INCOM053015103517 2432 SH SOLE 2432 0 0 AUTOZONE INCCOM053332102878 410 SH SOLE 410 0 0 BARINGS BDC INCCOM06759L103208 22184 SH SOLE 22184 0 0 BARRICK GOLD CORPCOM067901108346 18839 SH SOLE 18839 0 0 BERKSHIRE HATHAWAY INC DELCL B NEW0846707021247 4558 SH SOLE 4558 0 0 BLACKROCK INCCOM09247X1011849 2992 SH SOLE 2992 0 0 BLACKSTONE INCCOM09260D107210 2302 SH SOLE 2302 0 0 BOEING COCOM097023105897 6480 SH SOLE 6480 0 0 BRISTOL-MYERS SQUIBB COCOM110122108345 4406 SH SOLE 4406 0 0 BRITISH AMERN TOB PLCSPONSORED ADR110448107489 11153 SH SOLE 11153 0 0 BROADCOM INCCOM11135F101761 1552 SH SOLE 1552 0 0 CSX CORPCOM126408103949 32585 SH SOLE 32585 0 0 CVS HEALTH CORPCOM126650100610 6539 SH SOLE 6539 0 0 CABOT CORPCOM127055101670 10509 SH SOLE 10509 0 0 CARRIER GLOBAL CORPORATIONCOM14448C104963 26887 SH SOLE 26887 0 0 CHENIERE ENERGY INCCOM NEW16411R208513 3811 SH SOLE 3811 0 0 CHEVRON CORP NEWCOM1667641001469 9994 SH SOLE 9994 0 0 CHIMERA INVT CORPCOM NEW16934Q208172 19550 SH SOLE 19550 0 0 CION INVT CORPCOM17259U204135 15533 SH SOLE 15533 0 0 CISCO SYS INCCOM17275R102739 17232 SH SOLE 17232 0 0 COCA COLA COCOM1912161001279 20394 SH SOLE 20394 0 0 COLGATE PALMOLIVE COCOM1941621031509 18946 SH SOLE 18946 0 0 COMMERCIAL METALS COCOM201723103605 17672 SH SOLE 17672 0 0 COMMSCOPE HLDG CO INCCOM20337X10965 10421 SH SOLE 10421 0 0 COMSTOCK RES INCCOM205768302333 24687 SH SOLE 24687 0 0 CONSOLIDATED EDISON INCCOM2091151042583 27273 SH SOLE 27273 0 0 COSTCO WHSL CORP NEWCOM22160K1054663 9907 SH SOLE 9907 0 0 CULLEN FROST BANKERS INCCOM229899109752 6392 SH SOLE 6392 0 0 D R HORTON INCCOM23331A109897 13543 SH SOLE 13543 0 0 DIAMONDBACK ENERGY INCCOM25278X109205 1676 SH SOLE 1676 0 0 DIGITAL RLTY TR INCCOM2538681031522 11945 SH SOLE 11945 0 0 DIMENSIONAL ETF TRUSTUS CORE EQUITY 225434V708787 33525 SH SOLE 33525 0 0 DISNEY WALT COCOM254687106714 7465 SH SOLE 7465 0 0 DUKE ENERGY CORP NEWCOM NEW26441C2042444 23051 SH SOLE 23051 0 0 EQT CORPCOM26884L109625 16663 SH SOLE 16663 0 0 EMERSON ELEC COCOM2910111041922 23867 SH SOLE 23867 0 0 EXTRA SPACE STORAGE INCCOM30225T1021836 10738 SH SOLE 10738 0 0 EXXON MOBIL CORPCOM30231G1025909 67060 SH SOLE 67060 0 0 FS KKR CAP CORPCOM302635206548 28583 SH SOLE 28583 0 0 META PLATFORMS INCCL A30303M102949 5790 SH SOLE 5790 0 0 FIRST TR EXCHANGE-TRADED FDFIRST TR ENH NEW33739Q4081238 20840 SH SOLE 20840 0 0 FORTINET INCCOM34959E109949 16565 SH SOLE 16565 0 0 GENERAL DYNAMICS CORPCOM369550108516 2352 SH SOLE 2352 0 0 GENERAL MLS INCCOM370334104849 11359 SH SOLE 11359 0 0 GLOBAL X FDSUS INFR DEV ETF37954Y6731303 57318 SH SOLE 57318 0 0 HELMERICH & PAYNE INCCOM423452101664 15170 SH SOLE 15170 0 0 HOME DEPOT INCCOM4370761021048 3825 SH SOLE 3825 0 0 HONEYWELL INTL INCCOM438516106417 2408 SH SOLE 2408 0 0 HUNTSMAN CORPCOM447011107625 21733 SH SOLE 21733 0 0 ILLINOIS TOOL WKS INCCOM452308109545 3017 SH SOLE 3017 0 0 INSPERITY INCCOM45778Q107338 3480 SH SOLE 3480 0 0 INTERCONTINENTAL EXCHANGE INCOM45866F1041193 12371 SH SOLE 12371 0 0 INVESCO QQQ TRUNIT SER 146090E103549 1936 SH SOLE 1936 0 0 INTUITCOM4612021031171 3007 SH SOLE 3007 0 0 INVESCO EXCHANGE TRADED FD TS&P500 QUALITY46137V2411381 32621 SH SOLE 32621 0 0 INVESCO EXCH TRADED FD TR IIS&P500 LOW VOL46138E3541320 21305 SH SOLE 21305 0 0 ISHARES TRCORE S&P TTL STK464287150506 5990 SH SOLE 5990 0 0 ISHARES TRCORE S&P500 ETF4642872005287 13828 SH SOLE 13828 0 0 ISHARES TRCORE S&P MCP ETF46428750714073 61513 SH SOLE 61513 0 0 ISHARES TRRUS 1000 GRW ETF464287614510 2304 SH SOLE 2304 0 0 ISHARES TRRUS 1000 ETF464287622350 1667 SH SOLE 1667 0 0 ISHARES TRRUSSELL 2000 ETF46428765511531 67451 SH SOLE 67451 0 0 ISHARES TRCORE S&P US VLU4642876638630 128262 SH SOLE 128262 0 0 ISHARES TRCORE S&P US GWT4642876714406 51674 SH SOLE 51674 0 0 ISHARES TRUS AER DEF ETF464288760241 2473 SH SOLE 2473 0 0 ISHARES TRMSCI USA QLT FCT46432F33912616 111835 SH SOLE 111835 0 0 ISHARES TRCORE MSCI EAFE46432F84215859 269895 SH SOLE 269895 0 0 ISHARES INCCORE MSCI EMKT46434G1037222 148102 SH SOLE 148102 0 0 ISHARES TRMORTGE REL ETF46435G342487 18254 SH SOLE 18254 0 0 ISHARES TRFALN ANGLS USD46435G474635 25752 SH SOLE 25752 0 0 JPMORGAN CHASE & COCOM46625H100294 2553 SH SOLE 2553 0 0 J P MORGAN EXCHANGE TRADED FULTRA SHRT INC46641Q8377832 156366 SH SOLE 156366 0 0 JOHNSON & JOHNSONCOM4781601041789 10107 SH SOLE 10107 0 0 KELLOGG COCOM487836108765 10688 SH SOLE 10688 0 0 KFORCE INCCOM493732101602 9898 SH SOLE 9898 0 0 KIMBERLY-CLARK CORPCOM494368103591 4404 SH SOLE 4404 0 0 KOSMOS ENERGY LTDCOM500688106647 101071 SH SOLE 101071 0 0 LPL FINL HLDGS INCCOM50212V1001980 10627 SH SOLE 10627 0 0 LILLY ELI & COCOM532457108541 1674 SH SOLE 1674 0 0 LOCKHEED MARTIN CORPCOM539830109863 2061 SH SOLE 2061 0 0 LOUISIANA PAC CORPCOM546347105327 6300 SH SOLE 6300 0 0 LOWES COS INCCOM5486611072960 16802 SH SOLE 16802 0 0 LUMEN TECHNOLOGIES INCCOM550241103507 45089 SH SOLE 45089 0 0 MV OIL TRTR UNITS553859109904 77161 SH SOLE 77161 0 0 MASTERCARD INCORPORATEDCL A57636Q104433 1342 SH SOLE 1342 0 0 MCDONALDS CORPCOM580135101528 2133 SH SOLE 2133 0 0 MERCK & CO INCCOM58933Y105468 5054 SH SOLE 5054 0 0 MICROSOFT CORPCOM59491810410790 41484 SH SOLE 41484 0 0 MOLSON COORS BEVERAGE COCL B60871R209713 12877 SH SOLE 12877 0 0 NRG ENERGY INCCOM NEW629377508413 10909 SH SOLE 10909 0 0 NATIONAL FUEL GAS COCOM636180101312 4700 SH SOLE 4700 0 0 NEWELL BRANDS INCCOM651229106214 11116 SH SOLE 11116 0 0 NEXTERA ENERGY INCCOM65339F1014058 53375 SH SOLE 53375 0 0 NVIDIA CORPORATIONCOM67066G1041175 7619 SH SOLE 7619 0 0 OCCIDENTAL PETE CORPCOM674599105943 15960 SH SOLE 15960 0 0 ORACLE CORPCOM68389X105696 10054 SH SOLE 10054 0 0 OSISKO GOLD ROYALTIES LTDCOM68827L1011258 118696 SH SOLE 118696 0 0 PALO ALTO NETWORKS INCCOM697435105666 1354 SH SOLE 1354 0 0 PARKER-HANNIFIN CORPCOM701094104245 987 SH SOLE 987 0 0 PEPSICO INCCOM7134481081340 8039 SH SOLE 8039 0 0 PFIZER INCCOM7170811031163 22828 SH SOLE 22828 0 0 PHILIP MORRIS INTL INCCOM7181721091092 10823 SH SOLE 10823 0 0 PHILLIPS 66COM718546104407 4817 SH SOLE 4817 0 0 PRICE T ROWE GROUP INCCOM74144T1082015 17442 SH SOLE 17442 0 0 PROCTER AND GAMBLE COCOM7427181092725 19163 SH SOLE 19163 0 0 PROGRESS SOFTWARE CORPCOM743312100688 14899 SH SOLE 14899 0 0 PRUDENTIAL FINL INCCOM744320102247 2560 SH SOLE 2560 0 0 PUBLIC STORAGECOM74460D109832 2674 SH SOLE 2674 0 0 QUALCOMM INCCOM7475251032242 17217 SH SOLE 17217 0 0 RAYTHEON TECHNOLOGIES CORPCOM75513E101340 3644 SH SOLE 3644 0 0 REALTY INCOME CORPCOM7561091041697 24472 SH SOLE 24472 0 0 ROCKWELL AUTOMATION INCCOM773903109448 2272 SH SOLE 2272 0 0 ROPER TECHNOLOGIES INCCOM7766961061881 4779 SH SOLE 4779 0 0 SHELL PLCSPON ADS780259305229 4346 SH SOLE 4346 0 0 S&P GLOBAL INCCOM78409V1042145 6402 SH SOLE 6402 0 0 SPDR S&P 500 ETF TRTR UNIT78462F1033419 8989 SH SOLE 8989 0 0 SPDR GOLD TRGOLD SHS78463V1074861 28683 SH SOLE 28683 0 0 SPDR SER TRPRTFLO S&P500 GW78464A40918981 358537 SH SOLE 358537 0 0 SPDR SER TRPORTFOLI S&P150078464A80516330 348480 SH SOLE 348480 0 0 SSGA ACTIVE ETF TRBLACKSTONE SENR78467V6086593 157503 SH SOLE 157503 0 0 SALESFORCE INCCOM79466L3022887 16931 SH SOLE 16931 0 0 SELECT SECTOR SPDR TRENERGY81369Y506486 6654 SH SOLE 6654 0 0 SERVICENOW INCCOM81762P102601 1263 SH SOLE 1263 0 0 SOUTHERN COCOM842587107844 11945 SH SOLE 11945 0 0 SOUTHWEST AIRLS COCOM844741108324 8961 SH SOLE 8961 0 0 STARBUCKS CORPCOM855244109264 3448 SH SOLE 3448 0 0 SUN LIFE FINANCIAL INC.COM8667961051059 23053 SH SOLE 23053 0 0 T-MOBILE US INCCOM872590104271 2016 SH SOLE 2016 0 0 TARGET CORPCOM87612E1061220 8592 SH SOLE 8592 0 0 TESLA INCCOM88160R1011368 1992 SH SOLE 1992 0 0 TEXAS INSTRS INCCOM8825081042946 19285 SH SOLE 19285 0 0 THERMO FISHER SCIENTIFIC INCCOM883556102638 1190 SH SOLE 1190 0 0 3M COCOM88579Y101269 2076 SH SOLE 2076 0 0 USD PARTNERS LPCOM UT REP LTD90331810366 12636 SH SOLE 12636 0 0 UNILEVER PLCSPON ADR NEW904767704238 5217 SH SOLE 5217 0 0 UNION PAC CORPCOM907818108378 1772 SH SOLE 1772 0 0 UNITED PARCEL SERVICE INCCL B911312106291 1607 SH SOLE 1607 0 0 UNITEDHEALTH GROUP INCCOM91324P102627 1215 SH SOLE 1215 0 0 VANECK ETF TRUSTBDC INCOME ETF92189F411605 40301 SH SOLE 40301 0 0 VANECK ETF TRUSTFALLEN ANGEL HG92189F4376376 236046 SH SOLE 236046 0 0 VANECK ETF TRUSTOIL SERVICES ETF92189H607405 1700 SH SOLE 1700 0 0 VANGUARD STAR FDSVG TL INTL STK F9219097681298 25057 SH SOLE 25057 0 0 VANGUARD BD INDEX FDSINTERMED TERM921937819274 3553 SH SOLE 3553 0 0 VANGUARD INDEX FDSS&P 500 ETF SHS9229083631801 5152 SH SOLE 5152 0 0 VANGUARD INDEX FDSMID CAP ETF922908629770 3880 SH SOLE 3880 0 0 VANGUARD INDEX FDSTOTAL STK MKT9229087699896 51872 SH SOLE 51872 0 0 VERIZON COMMUNICATIONS INCCOM92343V1042396 47026 SH SOLE 47026 0 0 VERTEX PHARMACEUTICALS INCCOM92532F100477 1700 SH SOLE 1700 0 0 VISA INCCOM CL A92826C839746 3742 SH SOLE 3742 0 0 WP CAREY INCCOM92936U109454 5409 SH SOLE 5409 0 0 WALMART INCCOM9311421031571 12887 SH SOLE 12887 0 0 WASTE MGMT INC DELCOM94106L109787 5205 SH SOLE 5205 0 0 WATERS CORPCOM9418481031249 3786 SH SOLE 3786 0 0 WEST PHARMACEUTICAL SVSC INCCOM9553061051046 3491 SH SOLE 3491 0 0 WEYERHAEUSER CO MTN BECOM NEW962166104247 7490 SH SOLE 7490 0 0 XCEL ENERGY INCCOM98389B100357 5088 SH SOLE 5088 0 0