0001754960-23-000320.txt : 20231107 0001754960-23-000320.hdr.sgml : 20231107 20231107163507 ACCESSION NUMBER: 0001754960-23-000320 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231107 DATE AS OF CHANGE: 20231107 EFFECTIVENESS DATE: 20231107 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: 231384482 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 X0202 13F-HR LIVE false false false 0001800687 XXXXXXXX 09-30-2023 09-30-2023 Symphony Financial, Ltd. Co.

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

13F HOLDINGS REPORT 028-20236 000171816 801-79989 N Aryn Sands 844-844-3453 Aryn Sands Reno NV 11-07-2023 0 158 408347061 false INFORMATION TABLE 2 InformationTableOutput.xml EATON CORP PLCSHSG29183103283103 1347 SH SOLE 0 0 1347 TRANSOCEAN LTDREG SHSH8817H10078295 10101 SH SOLE 0 0 10101 LYONDELLBASELL INDUSTRIES NSHS - A -N53745100392724 4203 SH SOLE 0 0 4203 ABBOTT LABSCOM002824100244965 2556 SH SOLE 0 0 2556 ABBVIE INCCOM00287Y109823361 5822 SH SOLE 0 0 5822 ALPHABET INCCAP STK CL A02079K305234401 1770 SH SOLE 0 0 1770 AMAZON COM INCCOM023135106709004 5684 SH SOLE 0 0 5684 AMERICAN CENTY ETF TRAVANTIS EMGMKT0250726042353711 44829 SH SOLE 0 0 44829 AMERICAN CENTY ETF TRINTL EQT ETF0250727038176079 149401 SH SOLE 0 0 149401 AMERICAN CENTY ETF TRUS SML CP VALU0250728776875874 91138 SH SOLE 0 0 91138 AMERICAN CENTY ETF TRUS SML CP VALU0250728778832054 114956 SH SOLE 0 0 114956 APPLE INCCOM0378331001386959 8046 SH SOLE 0 0 8046 AUTOMATIC DATA PROCESSING INCOM053015103785824 3282 SH SOLE 0 0 3282 AUTOZONE INCCOM053332102937156 372 SH SOLE 0 0 372 BARRICK GOLD CORPCOM067901108217890 15312 SH SOLE 0 0 15312 BERKSHIRE HATHAWAY INC DELCL B NEW0846707022036778 5854 SH SOLE 0 0 5854 BLACKROCK INCCOM09247X101367236 571 SH SOLE 0 0 571 BLACKSTONE INCCOM09260D107209878 1959 SH SOLE 0 0 1959 BOEING COCOM097023105969663 5161 SH SOLE 0 0 5161 BOSTON BEER INCCL A100557107826791 2100 SH SOLE 0 0 2100 BRISTOL-MYERS SQUIBB COCOM110122108287747 4980 SH SOLE 0 0 4980 BROADCOM INCCOM11135F1012660824 3187 SH SOLE 0 0 3187 CSX CORPCOM1264081031009848 33054 SH SOLE 0 0 33054 CVS HEALTH CORPCOM126650100276261 3964 SH SOLE 0 0 3964 CADENCE DESIGN SYSTEM INCCOM127387108446199 1892 SH SOLE 0 0 1892 CATERPILLAR INCCOM1491231011083741 3996 SH SOLE 0 0 3996 CELANESE CORP DELCOM150870103552370 4550 SH SOLE 0 0 4550 CHEVRON CORP NEWCOM1667641002819779 16930 SH SOLE 0 0 16930 CISCO SYS INCCOM17275R102904699 16636 SH SOLE 0 0 16636 COCA COLA COCOM1912161001250146 22529 SH SOLE 0 0 22529 COLGATE PALMOLIVE COCOM194162103351706 4970 SH SOLE 0 0 4970 COMSTOCK RES INCCOM205768302243683 23011 SH SOLE 0 0 23011 CONOCOPHILLIPSCOM20825C104336489 2874 SH SOLE 0 0 2874 CONSOLIDATED EDISON INCCOM2091151042337851 28643 SH SOLE 0 0 28643 CONSTELLATION ENERGY CORPCOM21037T109269435 2573 SH SOLE 0 0 2573 COSTCO WHSL CORP NEWCOM22160K1053331525 5837 SH SOLE 0 0 5837 CROWDSTRIKE HLDGS INCCL A22788C105208873 1232 SH SOLE 0 0 1232 CULLEN FROST BANKERS INCCOM229899109307444 3432 SH SOLE 0 0 3432 D R HORTON INCCOM23331A109937714 8839 SH SOLE 0 0 8839 DEERE & COCOM244199105331244 886 SH SOLE 0 0 886 DEVON ENERGY CORP NEWCOM25179M103324027 7098 SH SOLE 0 0 7098 DIGITAL RLTY TR INCCOM2538681031992133 16851 SH SOLE 0 0 16851 DIMENSIONAL ETF TRUSTUS CORE EQUITY 225434V708878206 33674 SH SOLE 0 0 33674 DOW INCCOM260557103541833 10562 SH SOLE 0 0 10562 DUKE ENERGY CORP NEWCOM NEW26441C2041855311 21698 SH SOLE 0 0 21698 EOG RES INCCOM26875P1011128930 9126 SH SOLE 0 0 9126 EMERSON ELEC COCOM291011104872253 9114 SH SOLE 0 0 9114 EXTRA SPACE STORAGE INCCOM30225T1021463738 12272 SH SOLE 0 0 12272 EXXON MOBIL CORPCOM30231G1026165400 53317 SH SOLE 0 0 53317 FS KKR CAP CORPCOM302635206576372 29482 SH SOLE 0 0 29482 META PLATFORMS INCCL A30303M102343901 1124 SH SOLE 0 0 1124 FASTENAL COCOM311900104759085 13837 SH SOLE 0 0 13837 FIRST TR EXCHANGE-TRADED FDFIRST TR ENH NEW33739Q4083990836 67141 SH SOLE 0 0 67141 FORTINET INCCOM34959E1091057650 18067 SH SOLE 0 0 18067 GENERAL DYNAMICS CORPCOM3695501081049832 4709 SH SOLE 0 0 4709 GENERAL MLS INCCOM3703341041098856 17559 SH SOLE 0 0 17559 GILEAD SCIENCES INCCOM375558103367982 4966 SH SOLE 0 0 4966 GOLDMAN SACHS GROUP INCCOM38141G104519776 1632 SH SOLE 0 0 1632 HOME DEPOT INCCOM4370761021788240 5972 SH SOLE 0 0 5972 HONEYWELL INTL INCCOM438516106613329 3359 SH SOLE 0 0 3359 ILLINOIS TOOL WKS INCCOM4523081091215304 5282 SH SOLE 0 0 5282 INSPERITY INCCOM45778Q107315694 3258 SH SOLE 0 0 3258 INVESCO QQQ TRUNIT SER 146090E1031476033 4086 SH SOLE 0 0 4086 INTUITCOM461202103525954 1020 SH SOLE 0 0 1020 INVESCO EXCHANGE TRADED FD TS&P500 QUALITY46137V2415699653 113788 SH SOLE 0 0 113788 INVESCO EXCH TRADED FD TR IIS&P500 LOW VOL46138E354945359 16288 SH SOLE 0 0 16288 ISHARES TRCORE S&P TTL STK464287150571505 6078 SH SOLE 0 0 6078 ISHARES TRCORE S&P500 ETF4642872002511999 5854 SH SOLE 0 0 5854 ISHARES TRCORE S&P MCP ETF46428750728251079 113402 SH SOLE 0 0 113402 ISHARES TRRUS 1000 GRW ETF464287614672524 2507 SH SOLE 0 0 2507 ISHARES TRRUSSELL 2000 ETF46428765511568552 66762 SH SOLE 0 0 66762 ISHARES TRCORE S&P US VLU46428766321639898 288454 SH SOLE 0 0 288454 ISHARES TRCORE S&P US GWT46428767112969847 136168 SH SOLE 0 0 136168 ISHARES TRNATIONAL MUN ETF4642884141707007 16803 SH SOLE 0 0 16803 ISHARES TRUS AER DEF ETF464288760251709 2402 SH SOLE 0 0 2402 ISHARES TRMSCI USA MIN VOL46429B697384436 5350 SH SOLE 0 0 5350 ISHARES TRMSCI USA QLT FCT46432F33911613235 88483 SH SOLE 0 0 88483 ISHARES TRCORE MSCI EAFE46432F84222077288 344946 SH SOLE 0 0 344946 ISHARES INCCORE MSCI EMKT46434G1034220652 89691 SH SOLE 0 0 89691 ISHARES TRCORE DIV GRWTH46434V621213205 4339 SH SOLE 0 0 4339 ISHARES TRIBONDS DEC202646435GAA01648058 67240 SH CallSOLE 0 0 67240 ISHARES TRMORTGE REL ETF46435G342297581 13720 SH SOLE 0 0 13720 JPMORGAN CHASE & COCOM46625H100541631 3772 SH SOLE 0 0 3772 J P MORGAN EXCHANGE TRADED FULTRA SHRT INC46641Q8376784204 135762 SH SOLE 0 0 135762 JOHNSON & JOHNSONCOM4781601041457638 9395 SH SOLE 0 0 9395 KELLANOVACOM487836108341618 6507 SH SOLE 0 0 6507 KIMBERLY-CLARK CORPCOM494368103298930 2512 SH SOLE 0 0 2512 LPL FINL HLDGS INCCOM50212V1002751396 11552 SH SOLE 0 0 11552 LAM RESEARCH CORPCOM512807108478488 769 SH SOLE 0 0 769 ELI LILLY & COCOM5324571081632873 3036 SH SOLE 0 0 3036 LOCKHEED MARTIN CORPCOM539830109990659 2429 SH SOLE 0 0 2429 LOWES COS INCCOM5486611072808059 13657 SH SOLE 0 0 13657 MV OIL TRTR UNITS553859109924287 68466 SH SOLE 0 0 68466 MARRIOTT INTL INC NEWCL A571903202978500 5050 SH SOLE 0 0 5050 MASTERCARD INCORPORATEDCL A57636Q104881899 2232 SH SOLE 0 0 2232 MCDONALDS CORPCOM5801351011173361 4559 SH SOLE 0 0 4559 MERCK & CO INCCOM58933Y105806065 7860 SH SOLE 0 0 7860 MICROSOFT CORPCOM59491810411779198 36639 SH SOLE 0 0 36639 NEXTERA ENERGY INCCOM65339F1011137681 21816 SH SOLE 0 0 21816 NVIDIA CORPORATIONCOM67066G1043325488 7447 SH SOLE 0 0 7447 OLD DOMINION FREIGHT LINE INCOM679580100204025 506 SH SOLE 0 0 506 ONEOK INC NEWCOM682680103246368 3960 SH SOLE 0 0 3960 ORACLE CORPCOM68389X105652147 6125 SH SOLE 0 0 6125 PGIM ETF TRPGIM ULTRA SH BD69344A1071730742 35134 SH SOLE 0 0 35134 PALO ALTO NETWORKS INCCOM6974351051512250 6387 SH SOLE 0 0 6387 PARKER-HANNIFIN CORPCOM701094104338993 882 SH SOLE 0 0 882 PEPSICO INCCOM7134481081566758 9264 SH SOLE 0 0 9264 PFIZER INCCOM717081103234128 6904 SH SOLE 0 0 6904 PHILIP MORRIS INTL INCCOM7181721094046137 44283 SH SOLE 0 0 44283 PHILLIPS 66COM718546104508111 4269 SH SOLE 0 0 4269 PROCTER AND GAMBLE COCOM7427181091328735 9150 SH SOLE 0 0 9150 QUALCOMM INCCOM747525103983413 8852 SH SOLE 0 0 8852 RTX CORPORATIONCOM75513E101578249 8111 SH SOLE 0 0 8111 REALTY INCOME CORPCOM7561091041521875 31065 SH SOLE 0 0 31065 ROCKWELL AUTOMATION INCCOM773903109709949 2500 SH SOLE 0 0 2500 ROPER TECHNOLOGIES INCCOM776696106693189 1433 SH SOLE 0 0 1433 RYDER SYS INCCOM783549108364182 3444 SH SOLE 0 0 3444 S&P GLOBAL INCCOM78409V104370046 1013 SH SOLE 0 0 1013 SPDR S&P 500 ETF TRTR UNIT78462F1032238348 5238 SH SOLE 0 0 5238 SPDR GOLD TRGOLD SHS78463V1078186048 48253 SH SOLE 0 0 48253 SPDR SER TRPRTFLO S&P500 GW78464A40919024209 319882 SH SOLE 0 0 319882 SPDR SER TRPRTFLO S&P500 VL78464A5088558949 208602 SH SOLE 0 0 208602 SPDR SER TRPORTFOLI S&P150078464A80520441192 390224 SH SOLE 0 0 390224 SPDR SER TRPORTFOLIO S&P40078464A8475491487 127098 SH SOLE 0 0 127098 SALESFORCE INCCOM79466L3022989681 14685 SH SOLE 0 0 14685 SELECT SECTOR SPDR TRENERGY81369Y5061062715 11989 SH SOLE 0 0 11989 SERVICENOW INCCOM81762P102472314 852 SH SOLE 0 0 852 SOUTHERN COCOM842587107819015 13049 SH SOLE 0 0 13049 STARBUCKS CORPCOM855244109351849 3861 SH SOLE 0 0 3861 SUN LIFE FINANCIAL INC.COM8667961053501375 73205 SH SOLE 0 0 73205 TJX COS INC NEWCOM872540109221054 2493 SH SOLE 0 0 2493 TERNIUM SASPONSORED ADS880890108349341 9006 SH SOLE 0 0 9006 TESLA INCCOM88160R1011687798 6777 SH SOLE 0 0 6777 TEXAS INSTRS INCCOM8825081041682444 10519 SH SOLE 0 0 10519 TG THERAPEUTICS INCCOM88322Q10887560 11000 SH SOLE 0 0 11000 THERMO FISHER SCIENTIFIC INCCOM883556102244494 493 SH SOLE 0 0 493 TIMOTHY PLANINTL ETF887432334211175 9016 SH SOLE 0 0 9016 TIMOTHY PLANUS LRGMD CP CORE887432359231805 6822 SH SOLE 0 0 6822 TOTALENERGIES SESPONSORED ADS89151E109203515 3149 SH SOLE 0 0 3149 UNILEVER PLCSPON ADR NEW904767704232524 4771 SH SOLE 0 0 4771 UNION PAC CORPCOM907818108294742 1455 SH SOLE 0 0 1455 UNITEDHEALTH GROUP INCCOM91324P1021578669 3070 SH SOLE 0 0 3070 VALERO ENERGY CORPCOM91913Y1001301482 9425 SH SOLE 0 0 9425 VANECK ETF TRUSTBDC INCOME ETF92189F411813898 53196 SH SOLE 0 0 53196 VANECK ETF TRUSTFALLEN ANGEL HG92189F4377331351 273828 SH SOLE 0 0 273828 VANGUARD STAR FDSVG TL INTL STK F921909768757556 14331 SH SOLE 0 0 14331 VANGUARD BD INDEX FDSINTERMED TERM921937819247432 3456 SH SOLE 0 0 3456 VANGUARD BD INDEX FDSTOTAL BND MRKT9219378352662788 38645 SH SOLE 0 0 38645 VANGUARD INDEX FDSS&P 500 ETF SHS9229083632655679 6765 SH SOLE 0 0 6765 VANGUARD INDEX FDSMID CAP ETF922908629750709 3648 SH SOLE 0 0 3648 VANGUARD INDEX FDSTOTAL STK MKT92290876920869509 97773 SH SOLE 0 0 97773 VERIZON COMMUNICATIONS INCCOM92343V1045859526 184494 SH SOLE 0 0 184494 VERTEX PHARMACEUTICALS INCCOM92532F100821156 2362 SH SOLE 0 0 2362 VISA INCCOM CL A92826C8391260308 5453 SH SOLE 0 0 5453 WP CAREY INCCOM92936U109295532 5526 SH SOLE 0 0 5526 WALMART INCCOM9311421032177426 13603 SH SOLE 0 0 13603 WASTE MGMT INC DELCOM94106L109747045 4937 SH SOLE 0 0 4937 WISDOMTREE TRYIELD ENHANCD US97717X5118098503 196280 SH SOLE 0 0 196280