0001754960-21-000064.txt : 20210415 0001754960-21-000064.hdr.sgml : 20210415 20210415153832 ACCESSION NUMBER: 0001754960-21-000064 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210415 DATE AS OF CHANGE: 20210415 EFFECTIVENESS DATE: 20210415 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: 21828397 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 03-31-2021 03-31-2021 Symphony Financial, Ltd. Co.

17725 JOHN F. KENNEDY BLVD. SUITE 201 HOUSTON TX 77032

13F HOLDINGS REPORT 028-20236 N File13F.com 877-588-2679 Aryn Sands Reno NV 04-15-2021 0 193 378348 false INFORMATION TABLE 2 InformationTableOutput.xml ACCENTURE PLC IRELANDSHS CLASS AG1151C101851 3261 SH SOLE 3261 0 0 GLOBANT S ACOML44385109297 1365 SH SOLE 1365 0 0 SPOTIFY TECHNOLOGY S ASHSL8681T102251 889 SH SOLE 889 0 0 ASML HOLDING N VN Y REGISTRY SHSN07059210512 815 SH SOLE 815 0 0 AT&T INCCOM00206R1021369 44183 SH SOLE 44183 0 0 ABBOTT LABSCOM0028241003434 28653 SH SOLE 28653 0 0 ABBVIE INCCOM00287Y109902 8555 SH SOLE 8555 0 0 ACTIVISION BLIZZARD INCCOM00507V109418 4299 SH SOLE 4299 0 0 ADOBE SYSTEMS INCORPORATEDCOM00724F1012694 5954 SH SOLE 5954 0 0 ALIBABA GROUP HLDG LTDSPONSORED ADS01609W102471 2045 SH SOLE 2045 0 0 ALLEGIANCE BANCSHARES INCCOM01748H107347 8517 SH SOLE 8517 0 0 ALPHABET INCCAP STK CL C02079K1072899 3508 SH SOLE 3508 0 0 ALPHABET INCCAP STK CL A02079K3055184 4130 SH SOLE 4130 0 0 ALTRIA GROUP INCCOM02209S103970 18879 SH SOLE 18879 0 0 AMAZON COM INCCOM02313510610550 6177 SH SOLE 6177 0 0 AMERICAN EXPRESS COCOM025816109627 4289 SH SOLE 4289 0 0 AMERICAN TOWER CORP NEWCOM03027X1001519 6234 SH SOLE 6234 0 0 AMERICAN WTR WKS CO INC NEWCOM030420103204 1337 SH SOLE 1337 0 0 ANAPLAN INCCOM03272L108265 4680 SH SOLE 4680 0 0 APPLE INCCOM03783310012207 87180 SH SOLE 87180 0 0 APPLIED MATLS INCCOM038222105212 1520 SH SOLE 1520 0 0 AUTODESK INCCOM052769106581 2261 SH SOLE 2261 0 0 AVALARA INCCOM05338G106285 2016 SH SOLE 2016 0 0 BERKSHIRE HATHAWAY INC DELCL B NEW084670702725 2755 SH SOLE 2755 0 0 BLACKROCK INCCOM09247X1011832 2344 SH SOLE 2344 0 0 BOEING COCOM0970231057097 22554 SH SOLE 22554 0 0 BRISTOL-MYERS SQUIBB COCOM110122108259 4185 SH SOLE 4185 0 0 BROADCOM INCCOM11135F1011071 2214 SH SOLE 2214 0 0 CSX CORPCOM126408103675 6947 SH SOLE 6947 0 0 CVS HEALTH CORPCOM126650100559 7490 SH SOLE 7490 0 0 CHEVRON CORP NEWCOM166764100706 6812 SH SOLE 6812 0 0 CISCO SYS INCCOM17275R102536 10116 SH SOLE 10116 0 0 COCA COLA COCOM191216100883 16609 SH SOLE 16609 0 0 COLGATE PALMOLIVE COCOM1941621031869 23406 SH SOLE 23406 0 0 COMMSCOPE HLDG CO INCCOM20337X109160 10321 SH SOLE 10321 0 0 CONSOLIDATED EDISON INCCOM209115104476 6291 SH SOLE 6291 0 0 COSTCO WHSL CORP NEWCOM22160K1053370 9573 SH SOLE 9573 0 0 CULLEN FROST BANKERS INCCOM229899109707 6477 SH SOLE 6477 0 0 CUMMINS INCCOM2310211061419 5453 SH SOLE 5453 0 0 DATADOG INCCL A COM23804L103627 7057 SH SOLE 7057 0 0 DEERE & COCOM244199105528 1407 SH SOLE 1407 0 0 DIGITAL RLTY TR INCCOM2538681032351 16249 SH SOLE 16249 0 0 DISNEY WALT COCOM254687106902 4752 SH SOLE 4752 0 0 DOCUSIGN INCCOM256163106766 3726 SH SOLE 3726 0 0 DOLLAR GEN CORP NEWCOM256677105279 1507 SH SOLE 1507 0 0 DUKE ENERGY CORP NEWCOM NEW26441C2041422 14577 SH SOLE 14577 0 0 ENBRIDGE INCCOM29250N105406 11050 SH SOLE 11050 0 0 ENDAVA PLCADS29260V105332 4079 SH SOLE 4079 0 0 EQUINIX INCCOM29444U700272 395 SH SOLE 395 0 0 ETSY INCCOM29786A1061086 5274 SH SOLE 5274 0 0 EXPEDIA GROUP INCCOM NEW30212P303230 1319 SH SOLE 1319 0 0 EXXON MOBIL CORPCOM30231G1022357 41852 SH SOLE 41852 0 0 FS KKR CAP CORPCOM302635206497 23862 SH SOLE 23862 0 0 FACEBOOK INCCL A30303M102320 1046 SH SOLE 1046 0 0 FASTLY INCCL A31188V100359 5098 SH SOLE 5098 0 0 FIRST SOLAR INCCOM336433107564 6700 SH SOLE 6700 0 0 FREEPORT-MCMORAN INCCL B35671D857677 19343 SH SOLE 19343 0 0 FUELCELL ENERGY INCCOM35952H601366 26440 SH SOLE 26440 0 0 FS KKR CAP CORP IICOM35952V303391 18999 SH SOLE 18999 0 0 GENERAL MLS INCCOM3703341042016 32657 SH SOLE 32657 0 0 GENERAL MTRS COCOM37045V100319 5155 SH SOLE 5155 0 0 GILEAD SCIENCES INCCOM375558103200 2776 SH SOLE 2776 0 0 GLOBAL X FDSUS INFR DEV ETF37954Y6731491 58849 SH SOLE 58849 0 0 GLOBUS MED INCCL A379577208739 11578 SH SOLE 11578 0 0 HILLENBRAND INCCOM431571108700 14000 SH SOLE 14000 0 0 HOLOGIC INCCOM436440101479 6414 SH SOLE 6414 0 0 HOME DEPOT INCCOM4370761021088 3468 SH SOLE 3468 0 0 HONEYWELL INTL INCCOM438516106491 2241 SH SOLE 2241 0 0 HUBSPOT INCCOM443573100400 816 SH SOLE 816 0 0 ILLINOIS TOOL WKS INCCOM452308109893 3999 SH SOLE 3999 0 0 INSPERITY INCCOM45778Q107294 3418 SH SOLE 3418 0 0 INTEL CORPCOM458140100310 4733 SH SOLE 4733 0 0 INTERCONTINENTAL EXCHANGE INCOM45866F1041447 12705 SH SOLE 12705 0 0 INVESCO QQQ TRUNIT SER 146090E103445 1344 SH SOLE 1344 0 0 INTUITIVE SURGICAL INCCOM NEW46120E602270 352 SH SOLE 352 0 0 INTUITCOM461202103295 736 SH SOLE 736 0 0 INVESCO EXCH TRADED FD TR IIS&P500 LOW VOL46138E3541346 22781 SH SOLE 22781 0 0 ISHARES TRCORE S&P TTL STK464287150767 8170 SH SOLE 8170 0 0 ISHARES TRCORE US AGGBD ET464287226299 2615 SH SOLE 2615 0 0 ISHARES TRCORE S&P MCP ETF46428750712530 34721 SH SOLE 34721 0 0 ISHARES TRRUS 1000 GRW ETF464287614565 2248 SH SOLE 2248 0 0 ISHARES TRRUSSELL 2000 ETF46428765511199 36510 SH SOLE 36510 0 0 ISHARES TRCORE S&P US VLU4642876636211 68804 SH SOLE 68804 0 0 ISHARES TRCORE S&P US GWT4642876711368 12530 SH SOLE 12530 0 0 ISHARES TRJPMORGAN USD EMG4642882814577 38732 SH SOLE 38732 0 0 ISHARES TRNATIONAL MUN ETF464288414285 2458 SH SOLE 2458 0 0 ISHARES TRUS AER DEF ETF464288760352 3341 SH SOLE 3341 0 0 ISHARES TRMSCI USA MIN VOL46429B6971872 26552 SH SOLE 26552 0 0 ISHARES TRMSCI USA QLT FCT46432F33912176 74627 SH SOLE 74627 0 0 ISHARES TRCORE MSCI EAFE46432F84211563 117451 SH SOLE 117451 0 0 ISHARES INCCORE MSCI EMKT46434G10314504 166930 SH SOLE 166930 0 0 ISHARES TRCORE DIV GRWTH46434V621297 6054 SH SOLE 6054 0 0 ISHARES TRMSCI UN KNGDOM46435G8621637 55925 SH CallSOLE 55925 0 0 ISHARES TRMORTGE REL ETF46435G342672 18924 SH SOLE 18924 0 0 JPMORGAN CHASE & COCOM46625H100261 1709 SH SOLE 1709 0 0 J P MORGAN EXCHANGE-TRADED FULTRA SHRT INC46641Q83733531 661156 SH SOLE 661156 0 0 JOHNSON & JOHNSONCOM4781601041445 8847 SH SOLE 8847 0 0 KELLOGG COCOM487836108262 4094 SH SOLE 4094 0 0 KIMBERLY-CLARK CORPCOM494368103994 7199 SH SOLE 7199 0 0 LPL FINL HLDGS INCCOM50212V1001523 10610 SH SOLE 10610 0 0 LA Z BOY INCCOM505336107408 9465 SH SOLE 9465 0 0 LAM RESEARCH CORPCOM512807108519 796 SH SOLE 796 0 0 LATTICE STRATEGIES TRHARTFORD US EQTY518416409202 5243 SH SOLE 5243 0 0 LILLY ELI & COCOM532457108346 1894 SH SOLE 1894 0 0 LOCKHEED MARTIN CORPCOM539830109904 2738 SH SOLE 2738 0 0 LOWES COS INCCOM5486611072537 13063 SH SOLE 13063 0 0 MV OIL TRTR UNITS553859109433 83276 SH SOLE 83276 0 0 MASTERCARD INCORPORATEDCL A57636Q1041057 2980 SH SOLE 2980 0 0 MCDONALDS CORPCOM580135101480 2068 SH SOLE 2068 0 0 MERCADOLIBRE INCCOM58733R102435 281 SH SOLE 281 0 0 MERCK & CO. INCCOM58933Y105321 4236 SH SOLE 4236 0 0 MICROSOFT CORPCOM59491810412990 49148 SH SOLE 49148 0 0 MICRON TECHNOLOGY INCCOM5951121031026 10975 SH SOLE 10975 0 0 MONGODB INCCL A60937P106251 847 SH SOLE 847 0 0 NCINO INCCOM63947U107214 2954 SH CallSOLE 2954 0 0 NETFLIX INCCOM64110L106265 486 SH SOLE 486 0 0 NEXTERA ENERGY INCCOM65339F1016790 77669 SH SOLE 77669 0 0 NVIDIA CORPORATIONCOM67066G1044477 7091 SH SOLE 7091 0 0 OKTA INCCL A679295105272 1191 SH SOLE 1191 0 0 ON SEMICONDUCTOR CORPCOM682189105318 7294 SH SOLE 7294 0 0 OSISKO GOLD ROYALTIES LTDCOM68827L1011443 121972 SH SOLE 121972 0 0 PALO ALTO NETWORKS INCCOM697435105415 1229 SH SOLE 1229 0 0 PAYPAL HLDGS INCCOM70450Y103339 1582 SH SOLE 1582 0 0 PELOTON INTERACTIVE INCCL A COM70614W100241 2087 SH SOLE 2087 0 0 PENNYMAC FINL SVCS INC NEWCOM70932M107515 8600 SH SOLE 8600 0 0 PEPSICO INCCOM7134481081381 9616 SH SOLE 9616 0 0 PFIZER INCCOM717081103497 13786 SH SOLE 13786 0 0 PHILLIPS 66COM718546104484 5990 SH SOLE 5990 0 0 PIMCO ETF TRACTIVE BD ETF72201R775608 5548 SH SOLE 5548 0 0 PINTEREST INCCL A72352L106610 7327 SH SOLE 7327 0 0 POLARIS INCCOM731068102508 3715 SH SOLE 3715 0 0 POOL CORPCOM73278L105537 1500 SH SOLE 1500 0 0 PRICE T ROWE GROUP INCCOM74144T1081366 7737 SH SOLE 7737 0 0 PROCTER AND GAMBLE COCOM7427181092572 18909 SH SOLE 18909 0 0 QUANTUMSCAPE CORPCOM CL A74767V109263 5318 SH SOLE 5318 0 0 RAYTHEON TECHNOLOGIES CORPCOM75513E101276 3565 SH SOLE 3565 0 0 REALTY INCOME CORPCOM756109104877 13471 SH SOLE 13471 0 0 REDFIN CORPCOM75737F108661 9870 SH SOLE 9870 0 0 REPUBLIC SVCS INCCOM760759100222 2190 SH SOLE 2190 0 0 ROKU INCCOM CL A77543R102311 866 SH SOLE 866 0 0 ROPER TECHNOLOGIES INCCOM7766961061946 4682 SH SOLE 4682 0 0 S&P GLOBAL INCCOM78409V1042607 7125 SH SOLE 7125 0 0 SPDR S&P 500 ETF TRTR UNIT78462F1033203 7886 SH SOLE 7886 0 0 SPDR GOLD TRGOLD SHS78463V1073674 22509 SH SOLE 22509 0 0 SPDR SER TRPRTFLO S&P500 GW78464A40920496 297870 SH SOLE 297870 0 0 SPDR S&P MIDCAP 400 ETF TRUTSER1 S&PDCRP78467Y107207 426 SH SOLE 426 0 0 SALESFORCE COM INCCOM79466L302852 3855 SH SOLE 3855 0 0 SELECT SECTOR SPDR TRENERGY81369Y506206 4199 SH SOLE 4199 0 0 SELECT SECTOR SPDR TRSBI INT-UTILS81369Y886202 3106 SH SOLE 3106 0 0 SERVICENOW INCCOM81762P102550 1081 SH SOLE 1081 0 0 SHOPIFY INCCL A82509L107289 250 SH SOLE 250 0 0 SNOWFLAKE INCCL A833445109220 932 SH SOLE 932 0 0 SOUTHERN COCOM842587107701 11105 SH SOLE 11105 0 0 SOUTHWEST AIRLS COCOM844741108666 10388 SH SOLE 10388 0 0 SQUARE INCCL A8522341031289 5450 SH SOLE 5450 0 0 STARBUCKS CORPCOM855244109635 5608 SH SOLE 5608 0 0 STRYKER CORPORATIONCOM863667101210 847 SH SOLE 847 0 0 TJX COS INC NEWCOM872540109256 3781 SH SOLE 3781 0 0 TPI COMPOSITES INCCOM87266J104326 5623 SH SOLE 5623 0 0 TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADS874039100610 4984 SH SOLE 4984 0 0 TARGET CORPCOM87612E106970 4719 SH SOLE 4719 0 0 TELADOC HEALTH INCCOM87918A105251 1380 SH SOLE 1380 0 0 TESLA INCCOM88160R1012339 3195 SH SOLE 3195 0 0 TEXAS INSTRS INCCOM8825081042884 14823 SH SOLE 14823 0 0 THE TRADE DESK INCCOM CL A88339J105237 354 SH SOLE 354 0 0 THERMO FISHER SCIENTIFIC INCCOM883556102384 819 SH SOLE 819 0 0 3M COCOM88579Y101325 1667 SH SOLE 1667 0 0 TRACTOR SUPPLY COCOM892356106395 2200 SH SOLE 2200 0 0 TRIUMPH BANCORP INCCOM89679E300427 4600 SH SOLE 4600 0 0 TWILIO INCCL A90138F102382 1069 SH SOLE 1069 0 0 USD PARTNERS LPCOM UT REP LTD903318103103 17391 SH SOLE 17391 0 0 UNILEVER PLCSPON ADR NEW904767704435 7707 SH SOLE 7707 0 0 UNION PAC CORPCOM907818108648 3102 SH SOLE 3102 0 0 UNITED AIRLS HLDGS INCCOM910047109260 3901 SH SOLE 3901 0 0 UNITEDHEALTH GROUP INCCOM91324P102919 2858 SH SOLE 2858 0 0 VANECK VECTORS ETF TRBDC INCOME ETF92189F411674 41118 SH SOLE 41118 0 0 VANECK VECTORS ETF TRINTL HIGH YIELD92189F4453897 121717 SH SOLE 121717 0 0 VANGUARD STAR FDSVG TL INTL STK F9219097681056 16534 SH SOLE 16534 0 0 VANGUARD BD INDEX FDSINTERMED TERM921937819308 3474 SH SOLE 3474 0 0 VANGUARD BD INDEX FDSTOTAL BND MRKT92193783530548 329720 SH SOLE 329720 0 0 VANGUARD SCOTTSDALE FDSINT-TERM CORP92206C87011150 112171 SH SOLE 112171 0 0 VANGUARD INDEX FDSS&P 500 ETF SHS9229083631921 5147 SH SOLE 5147 0 0 VANGUARD INDEX FDSMID CAP ETF922908629856 3767 SH SOLE 3767 0 0 VANGUARD INDEX FDSTOTAL STK MKT9229087693261 15396 SH SOLE 15396 0 0 VERIZON COMMUNICATIONS INCCOM92343V1041000 16912 SH SOLE 16912 0 0 VISA INCCOM CL A92826C8392327 10814 SH SOLE 10814 0 0 WP CAREY INCCOM92936U109311 4294 SH SOLE 4294 0 0 WALMART INCCOM9311421033965 28374 SH SOLE 28374 0 0 WASTE MGMT INC DELCOM94106L109343 2609 SH SOLE 2609 0 0 XCEL ENERGY INCCOM98389B100515 7549 SH SOLE 7549 0 0 XPENG INCADS98422D105304 8226 SH SOLE 8226 0 0 ZSCALER INCCOM98980G102415 2277 SH SOLE 2277 0 0 ZYNGA INCCL A98986T108784 74404 SH SOLE 74404 0 0