FINANCIAL SYNERGIES WEALTH ADVISORS, INC.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | STEL | 66K | $2.04M |
 | XOM | 52K | $6.31M |
 | WMT | 30K | $3.40M |
 | AAPL | 23K | $6.20M |
 | CVX | 17K | $2.57M |
 | CAT | 8K | $4.43M |
 | NVDA | 7K | $1.38M |
 | DKS | 7K | $1.45M |
 | JNJ | 7K | $1.40M |
 | KKR | 5K | $684.44K |
 | UNH | 5K | $1.75M |
 | MSFT | 5K | $2.38M |
 | AMZN | 5K | $1.13M |
 | MU | 5K | $1.32M |
 | COP | 4K | $388.71K |
 | CSCO | 4K | $311.81K |
 | VLO | 3K | $548.03K |
 | BRK-B | 3K | $1.55M |
 | MCD | 3K | $923.02K |
 | QCOM | 3K | $498.82K |
Stellar Bancorp, Inc.
STEL
Shares Held
66K
Value
$2.04M
Exxon Mobil Corporation
XOM
Shares Held
52K
Value
$6.31M
Walmart Inc.
WMT
Shares Held
30K
Value
$3.40M
Apple Inc.
AAPL
Shares Held
23K
Value
$6.20M
Chevron Corporation
CVX
Shares Held
17K
Value
$2.57M
Caterpillar Inc.
CAT
Shares Held
8K
Value
$4.43M
NVIDIA Corporation
NVDA
Shares Held
7K
Value
$1.38M
DICK'S Sporting Goods, Inc.
DKS
Shares Held
7K
Value
$1.45M
Johnson & Johnson
JNJ
Shares Held
7K
Value
$1.40M
KKR & Co. Inc.
KKR
Shares Held
5K
Value
$684.44K
UnitedHealth Group Incorporated
UNH
Shares Held
5K
Value
$1.75M
Microsoft Corporation
MSFT
Shares Held
5K
Value
$2.38M
Amazon.com, Inc.
AMZN
Shares Held
5K
Value
$1.13M
Micron Technology, Inc.
MU
Shares Held
5K
Value
$1.32M
ConocoPhillips
COP
Shares Held
4K
Value
$388.71K
Cisco Systems, Inc.
CSCO
Shares Held
4K
Value
$311.81K
Valero Energy Corporation
VLO
Shares Held
3K
Value
$548.03K
Berkshire Hathaway Inc.
BRK-B
Shares Held
3K
Value
$1.55M
McDonald's Corporation
MCD
Shares Held
3K
Value
$923.02K
QUALCOMM Incorporated
QCOM
Shares Held
3K
Value
$498.82K