0001754960-21-000105.txt : 20210713
0001754960-21-000105.hdr.sgml : 20210713
20210712192216
ACCESSION NUMBER: 0001754960-21-000105
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210630
FILED AS OF DATE: 20210713
DATE AS OF CHANGE: 20210712
EFFECTIVENESS DATE: 20210713
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: 211086454
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
06-30-2021
06-30-2021
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
07-12-2021
0
162
293873
false
INFORMATION TABLE
2
InformationTableOutput.xml
ACCENTURE PLC IRELANDSHS CLASS AG1151C101609
2068
SH
SOLE
2068
0
0
GLOBANT S ACOML44385109300
1365
SH
SOLE
1365
0
0
ASML HOLDING N VN Y REGISTRY SHSN07059210572
830
SH
SOLE
830
0
0
AT&T INCCOM00206R1021124
39058
SH
SOLE
39058
0
0
ABBOTT LABSCOM0028241003067
26542
SH
SOLE
26542
0
0
ABBVIE INCCOM00287Y1091039
9213
SH
SOLE
9213
0
0
ACTIVISION BLIZZARD INCCOM00507V109505
5304
SH
SOLE
5304
0
0
ADOBE SYSTEMS INCORPORATEDCOM00724F1012829
4817
SH
SOLE
4817
0
0
ALLEGIANCE BANCSHARES INCCOM01748H107330
8517
SH
SOLE
8517
0
0
ALPHABET INCCAP STK CL C02079K1072431
971
SH
SOLE
971
0
0
ALPHABET INCCAP STK CL A02079K3052563
1054
SH
SOLE
1054
0
0
ALTRIA GROUP INCCOM02209S1031189
25040
SH
SOLE
25040
0
0
AMAZON COM INCCOM0231351067121
2059
SH
SOLE
2059
0
0
AMERICAN EXPRESS COCOM025816109675
4085
SH
SOLE
4085
0
0
AMERICAN TOWER CORP NEWCOM03027X1001469
5415
SH
SOLE
5415
0
0
AMERICAN WTR WKS CO INC NEWCOM030420103386
2502
SH
SOLE
2502
0
0
ANNALY CAPITAL MANAGEMENT INCOM035710409404
45560
SH
SOLE
45560
0
0
APPLE INCCOM0378331006627
48455
SH
SOLE
48455
0
0
APPLIED MATLS INCCOM038222105416
2939
SH
SOLE
2939
0
0
BERKSHIRE HATHAWAY INC DELCL B NEW084670702861
3104
SH
SOLE
3104
0
0
BLACKROCK INCCOM09247X1012003
2298
SH
SOLE
2298
0
0
BOEING COCOM0970231053360
13970
SH
SOLE
13970
0
0
BRISTOL-MYERS SQUIBB COCOM110122108369
5493
SH
SOLE
5493
0
0
BROADCOM INCCOM11135F101849
1793
SH
SOLE
1793
0
0
BROOKS AUTOMATION INC NEWCOM114340102321
3395
SH
SOLE
3395
0
0
CSX CORPCOM126408103687
21491
SH
SOLE
21491
0
0
CVS HEALTH CORPCOM126650100628
7548
SH
SOLE
7548
0
0
CHEVRON CORP NEWCOM166764100616
5900
SH
SOLE
5900
0
0
CHEWY INCCL A16679L109578
7120
SH
SOLE
7120
0
0
CISCO SYS INCCOM17275R102271
5122
SH
SOLE
5122
0
0
CLOROX CO DELCOM1890541091384
7658
SH
SOLE
7658
0
0
COCA COLA COCOM191216100683
12653
SH
SOLE
12653
0
0
COLGATE PALMOLIVE COCOM1941621031874
23059
SH
SOLE
23059
0
0
COMMSCOPE HLDG CO INCCOM20337X109220
10321
SH
SOLE
10321
0
0
CONSOLIDATED EDISON INCCOM209115104743
10363
SH
SOLE
10363
0
0
COSTCO WHSL CORP NEWCOM22160K1053191
8063
SH
SOLE
8063
0
0
CROWN CASTLE INTL CORP NEWCOM22822V101200
1019
SH
SOLE
1019
0
0
CULLEN FROST BANKERS INCCOM229899109723
6477
SH
SOLE
6477
0
0
CUMMINS INCCOM2310211061524
6283
SH
SOLE
6283
0
0
DIGITAL RLTY TR INCCOM2538681031725
11390
SH
SOLE
11390
0
0
DIMENSIONAL ETF TRUSTUS CORE EQUITY 225434V708777
29057
SH
SOLE
29057
0
0
DISNEY WALT COCOM254687106595
3397
SH
SOLE
3397
0
0
DOLLAR GEN CORP NEWCOM256677105271
1250
SH
SOLE
1250
0
0
DUKE ENERGY CORP NEWCOM NEW26441C2042077
21087
SH
SOLE
21087
0
0
EOG RES INCCOM26875P101443
5300
SH
SOLE
5300
0
0
EMERSON ELEC COCOM2910111042032
21136
SH
SOLE
21136
0
0
ENBRIDGE INCCOM29250N105439
10987
SH
SOLE
10987
0
0
ENDAVA PLCADS29260V105471
4108
SH
SOLE
4108
0
0
EXPEDIA GROUP INCCOM NEW30212P303216
1319
SH
SOLE
1319
0
0
EXXON MOBIL CORPCOM30231G1021263
20098
SH
SOLE
20098
0
0
FS KKR CAP CORPCOM302635206675
31625
SH
SOLE
31625
0
0
FACEBOOK INCCL A30303M102358
1030
SH
SOLE
1030
0
0
FORTINET INCCOM34959E109245
1022
SH
SOLE
1022
0
0
FREEPORT-MCMORAN INCCL B35671D857634
17111
SH
SOLE
17111
0
0
GENERAL MLS INCCOM3703341041980
32437
SH
SOLE
32437
0
0
GLOBAL X FDSUS INFR DEV ETF37954Y6731510
58849
SH
SOLE
58849
0
0
GLOBUS MED INCCL A379577208890
11578
SH
SOLE
11578
0
0
HOME DEPOT INCCOM4370761021003
3149
SH
SOLE
3149
0
0
HONEYWELL INTL INCCOM438516106435
1984
SH
SOLE
1984
0
0
HUBSPOT INCCOM443573100480
816
SH
SOLE
816
0
0
ILLINOIS TOOL WKS INCCOM452308109599
2680
SH
SOLE
2680
0
0
ILLUMINA INCCOM452327109472
1000
SH
SOLE
1000
0
0
INSPERITY INCCOM45778Q107337
3734
SH
SOLE
3734
0
0
INTERCONTINENTAL EXCHANGE INCOM45866F1041507
12705
SH
SOLE
12705
0
0
INVESCO QQQ TRUNIT SER 146090E103477
1346
SH
SOLE
1346
0
0
INTUITIVE SURGICAL INCCOM NEW46120E602268
292
SH
SOLE
292
0
0
INTUITCOM461202103354
722
SH
SOLE
722
0
0
INVESCO EXCH TRADED FD TR IIS&P500 LOW VOL46138E3541124
18475
SH
SOLE
18475
0
0
ISHARES TRCORE S&P TTL STK464287150709
7178
SH
SOLE
7178
0
0
ISHARES TRCORE S&P500 ETF4642872003290
7661
SH
SOLE
7661
0
0
ISHARES TRCORE US AGGBD ET464287226292
2528
SH
SOLE
2528
0
0
ISHARES TRCORE S&P MCP ETF4642875078384
31215
SH
SOLE
31215
0
0
ISHARES TRRUS 1000 GRW ETF464287614622
2289
SH
SOLE
2289
0
0
ISHARES TRRUSSELL 2000 ETF4642876557489
32631
SH
SOLE
32631
0
0
ISHARES TRCORE S&P US VLU4642876634524
63003
SH
SOLE
63003
0
0
ISHARES TRCORE S&P US GWT464287671815
8083
SH
SOLE
8083
0
0
ISHARES TRJPMORGAN USD EMG4642882814130
36731
SH
SOLE
36731
0
0
ISHARES TRNATIONAL MUN ETF464288414272
2322
SH
SOLE
2322
0
0
ISHARES TRUS AER DEF ETF464288760333
3042
SH
SOLE
3042
0
0
ISHARES TRMSCI USA MIN VOL46429B6971213
16482
SH
SOLE
16482
0
0
ISHARES TRMSCI USA QLT FCT46432F3399030
68070
SH
SOLE
68070
0
0
ISHARES TRCORE MSCI EAFE46432F8428085
108400
SH
SOLE
108400
0
0
ISHARES INCCORE MSCI EMKT46434G10310356
154700
SH
SOLE
154700
0
0
ISHARES TRCORE DIV GRWTH46434V621263
5220
SH
SOLE
5220
0
0
ISHARES TRMORTGE REL ETF46435G342683
18411
SH
SOLE
18411
0
0
ISHARES TRFALN ANGLS USD46435G474824
27504
SH
SOLE
27504
0
0
JPMORGAN CHASE & COCOM46625H100238
1530
SH
SOLE
1530
0
0
J P MORGAN EXCHANGE-TRADED FULTRA SHRT INC46641Q83723522
463661
SH
SOLE
463661
0
0
JOHNSON & JOHNSONCOM4781601041342
8175
SH
SOLE
8175
0
0
KELLOGG COCOM487836108273
4245
SH
SOLE
4245
0
0
KIMBERLY-CLARK CORPCOM494368103409
3056
SH
SOLE
3056
0
0
LAM RESEARCH CORPCOM512807108272
421
SH
SOLE
421
0
0
LILLY ELI & COCOM532457108299
1301
SH
SOLE
1301
0
0
LOCKHEED MARTIN CORPCOM539830109633
1676
SH
SOLE
1676
0
0
LOWES COS INCCOM5486611073031
15610
SH
SOLE
15610
0
0
MV OIL TRTR UNITS553859109567
66716
SH
SOLE
66716
0
0
MASTERCARD INCORPORATEDCL A57636Q104552
1508
SH
SOLE
1508
0
0
MCDONALDS CORPCOM580135101397
1718
SH
SOLE
1718
0
0
MERCK & CO INCCOM58933Y105232
2969
SH
SOLE
2969
0
0
MICROSOFT CORPCOM59491810410745
39750
SH
SOLE
39750
0
0
NEXTERA ENERGY INCCOM65339F1013114
42448
SH
SOLE
42448
0
0
NOVARTIS AGSPONSORED ADR66987V109383
4198
SH
SOLE
4198
0
0
NVIDIA CORPORATIONCOM67066G1043308
4145
SH
SOLE
4145
0
0
ON SEMICONDUCTOR CORPCOM682189105277
7294
SH
SOLE
7294
0
0
OSISKO GOLD ROYALTIES LTDCOM68827L1011667
121972
SH
SOLE
121972
0
0
PALO ALTO NETWORKS INCCOM697435105412
1109
SH
SOLE
1109
0
0
PAYPAL HLDGS INCCOM70450Y103329
1126
SH
SOLE
1126
0
0
PEPSICO INCCOM713448108959
6492
SH
SOLE
6492
0
0
PFIZER INCCOM717081103524
13379
SH
SOLE
13379
0
0
PHILLIPS 66COM718546104444
5196
SH
SOLE
5196
0
0
PIMCO ETF TRACTIVE BD ETF72201R775528
4757
SH
SOLE
4757
0
0
PINTEREST INCCL A72352L106574
7327
SH
SOLE
7327
0
0
POOL CORPCOM73278L105686
1500
SH
SOLE
1500
0
0
PRICE T ROWE GROUP INCCOM74144T1081631
8267
SH
SOLE
8267
0
0
PROCTER AND GAMBLE COCOM7427181092368
17567
SH
SOLE
17567
0
0
QUALCOMM INCCOM7475251031866
13087
SH
SOLE
13087
0
0
RAYTHEON TECHNOLOGIES CORPCOM75513E101291
3408
SH
SOLE
3408
0
0
REALTY INCOME CORPCOM756109104743
11040
SH
SOLE
11040
0
0
ROKU INCCOM CL A77543R102381
835
SH
SOLE
835
0
0
ROPER TECHNOLOGIES INCCOM7766961062159
4600
SH
SOLE
4600
0
0
S&P GLOBAL INCCOM78409V104327
798
SH
SOLE
798
0
0
SPDR S&P 500 ETF TRTR UNIT78462F1032215
5179
SH
SOLE
5179
0
0
SPDR GOLD TRGOLD SHS78463V1073706
22382
SH
SOLE
22382
0
0
SPDR SER TRPRTFLO S&P500 GW78464A40916895
268407
SH
SOLE
268407
0
0
SPDR S&P MIDCAP 400 ETF TRUTSER1 S&PDCRP78467Y107209
426
SH
SOLE
426
0
0
SALESFORCE COM INCCOM79466L302638
2606
SH
SOLE
2606
0
0
SELECT SECTOR SPDR TRENERGY81369Y506254
4733
SH
SOLE
4733
0
0
SEMPRA ENERGYCOM816851109436
3300
SH
SOLE
3300
0
0
SERVICENOW INCCOM81762P102306
555
SH
SOLE
555
0
0
SHOPIFY INCCL A82509L107384
262
SH
SOLE
262
0
0
SOUTHERN COCOM842587107516
8559
SH
SOLE
8559
0
0
SOUTHWEST AIRLS COCOM844741108480
9025
SH
SOLE
9025
0
0
STARBUCKS CORPCOM855244109374
3354
SH
SOLE
3354
0
0
TJX COS INC NEWCOM872540109233
3472
SH
SOLE
3472
0
0
TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADS874039100595
4966
SH
SOLE
4966
0
0
TARGET CORPCOM87612E1061157
4779
SH
SOLE
4779
0
0
TESLA INCCOM88160R1011109
1625
SH
SOLE
1625
0
0
TEXAS INSTRS INCCOM8825081042949
15394
SH
SOLE
15394
0
0
THE TRADE DESK INCCOM CL A88339J105277
3540
SH
SOLE
3540
0
0
THERMO FISHER SCIENTIFIC INCCOM883556102466
924
SH
SOLE
924
0
0
3M COCOM88579Y101321
1623
SH
SOLE
1623
0
0
TRACTOR SUPPLY COCOM892356106410
2200
SH
SOLE
2200
0
0
TRIUMPH BANCORP INCCOM89679E300363
4900
SH
SOLE
4900
0
0
USD PARTNERS LPCOM UT REP LTD90331810394
12320
SH
SOLE
12320
0
0
UNILEVER PLCSPON ADR NEW904767704419
7176
SH
SOLE
7176
0
0
UNION PAC CORPCOM907818108382
1743
SH
SOLE
1743
0
0
UNITEDHEALTH GROUP INCCOM91324P102500
1251
SH
SOLE
1251
0
0
VANECK VECTORS ETF TRBDC INCOME ETF92189F411669
39061
SH
SOLE
39061
0
0
VANECK VECTORS ETF TRFALLEN ANGEL HG92189F4373667
111561
SH
SOLE
111561
0
0
VANGUARD STAR FDSVG TL INTL STK F9219097681107
16906
SH
SOLE
16906
0
0
VANGUARD BD INDEX FDSINTERMED TERM921937819348
3862
SH
SOLE
3862
0
0
VANGUARD BD INDEX FDSTOTAL BND MRKT92193783526579
309323
SH
SOLE
309323
0
0
VANGUARD SCOTTSDALE FDSINT-TERM CORP92206C87010163
106821
SH
SOLE
106821
0
0
VANGUARD INDEX FDSTOTAL STK MKT9229087693470
15583
SH
SOLE
15583
0
0
VERIZON COMMUNICATIONS INCCOM92343V104803
14340
SH
SOLE
14340
0
0
VISA INCCOM CL A92826C839916
3907
SH
SOLE
3907
0
0
WP CAREY INCCOM92936U109305
4057
SH
SOLE
4057
0
0
WALMART INCCOM9311421033691
26195
SH
SOLE
26195
0
0
WASTE MGMT INC DELCOM94106L109259
1855
SH
SOLE
1855
0
0
XCEL ENERGY INCCOM98389B100290
4416
SH
SOLE
4416
0
0
ZOETIS INCCL A98978V103229
1226
SH
SOLE
1226
0
0
ZSCALER INCCOM98980G102494
2277
SH
SOLE
2277
0
0