FINANCIAL SYNERGIES WEALTH ADVISORS, INC.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
STELLAR BANCORP INC | STEL | 66K | $2.41M |
 | XOM | 52K | $8.87M |
 | AAPL | 44K | $11.24M |
 | WMT | 29K | $3.67M |
 | EPD | 18K | $692.59K |
 | MU | 17K | $5.71M |
 | CVX | 16K | $3.32M |
 | DKS | 13K | $2.64M |
 | WDC | 11K | $2.94M |
 | KKR | 10K | $918.34K |
 | VLO | 9K | $2.26M |
 | CAT | 9K | $6.38M |
 | NVDA | 9K | $1.52M |
 | JNJ | 7K | $1.63M |
 | QCOM | 6K | $820.55K |
 | MSFT | 6K | $2.10M |
 | UNH | 5K | $1.42M |
 | AMZN | 5K | $1.00M |
 | BRK-B | 4K | $2.04M |
 | SNDK | 4K | $2.68M |
STELLAR BANCORP INC
STEL
Shares Held
66K
Value
$2.41M
Exxon Mobil Corporation
XOM
Shares Held
52K
Value
$8.87M
Apple Inc.
AAPL
Shares Held
44K
Value
$11.24M
Walmart Inc.
WMT
Shares Held
29K
Value
$3.67M
Enterprise Products Partners L.P.
EPD
Shares Held
18K
Value
$692.59K
Micron Technology, Inc.
MU
Shares Held
17K
Value
$5.71M
Chevron Corporation
CVX
Shares Held
16K
Value
$3.32M
DICK'S Sporting Goods, Inc.
DKS
Shares Held
13K
Value
$2.64M
Western Digital Corporation
WDC
Shares Held
11K
Value
$2.94M
KKR & Co. Inc.
KKR
Shares Held
10K
Value
$918.34K
Valero Energy Corporation
VLO
Shares Held
9K
Value
$2.26M
Caterpillar Inc.
CAT
Shares Held
9K
Value
$6.38M
NVIDIA Corporation
NVDA
Shares Held
9K
Value
$1.52M
Johnson & Johnson
JNJ
Shares Held
7K
Value
$1.63M
QUALCOMM Incorporated
QCOM
Shares Held
6K
Value
$820.55K
Microsoft Corporation
MSFT
Shares Held
6K
Value
$2.10M
UnitedHealth Group Incorporated
UNH
Shares Held
5K
Value
$1.42M
Amazon.com, Inc.
AMZN
Shares Held
5K
Value
$1.00M
Berkshire Hathaway Inc.
BRK-B
Shares Held
4K
Value
$2.04M
Sandisk Corporation
SNDK
Shares Held
4K
Value
$2.68M