FINANCIAL SYNERGIES WEALTH ADVISORS, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | STEL | 66K | $2.00M |
 | XOM | 51K | $5.71M |
 | WMT | 29K | $3.02M |
 | AAPL | 21K | $5.27M |
 | CVX | 17K | $2.58M |
 | NVDA | 7K | $1.27M |
 | JNJ | 7K | $1.25M |
 | UNH | 5K | $1.82M |
 | AMZN | 4K | $912.43K |
 | COP | 4K | $388.88K |
 | MSFT | 4K | $2.09M |
 | CSCO | 4K | $274.47K |
 | MCD | 3K | $911.06K |
 | CAT | 3K | $1.34M |
 | BRK-B | 2K | $1.25M |
 | BA | 2K | $508.50K |
 | GOOGL | 2K | $426.12K |
 | UNP | 2K | $375.83K |
 | PG | 1K | $200.79K |
 | AVGO | 1K | $371.73K |
Stellar Bancorp, Inc.
STEL
Shares Held
66K
Value
$2.00M
Exxon Mobil Corporation
XOM
Shares Held
51K
Value
$5.71M
Walmart Inc.
WMT
Shares Held
29K
Value
$3.02M
Apple Inc.
AAPL
Shares Held
21K
Value
$5.27M
Chevron Corporation
CVX
Shares Held
17K
Value
$2.58M
NVIDIA Corporation
NVDA
Shares Held
7K
Value
$1.27M
Johnson & Johnson
JNJ
Shares Held
7K
Value
$1.25M
UnitedHealth Group Incorporated
UNH
Shares Held
5K
Value
$1.82M
Amazon.com, Inc.
AMZN
Shares Held
4K
Value
$912.43K
ConocoPhillips
COP
Shares Held
4K
Value
$388.88K
Microsoft Corporation
MSFT
Shares Held
4K
Value
$2.09M
Cisco Systems, Inc.
CSCO
Shares Held
4K
Value
$274.47K
McDonald's Corporation
MCD
Shares Held
3K
Value
$911.06K
Caterpillar Inc.
CAT
Shares Held
3K
Value
$1.34M
Berkshire Hathaway Inc.
BRK-B
Shares Held
2K
Value
$1.25M
The Boeing Company
BA
Shares Held
2K
Value
$508.50K
Alphabet Inc.
GOOGL
Shares Held
2K
Value
$426.12K
Union Pacific Corporation
UNP
Shares Held
2K
Value
$375.83K
The Procter & Gamble Company
PG
Shares Held
1K
Value
$200.79K
Broadcom Inc.
AVGO
Shares Held
1K
Value
$371.73K