Syntegra Private Wealth Group, LLC Purchases in Q1 2025

Syntegra Private Wealth Group, LLC

  • $855 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
270K
+ 4817.92%
$40.03 - $46.81 $10.8M - $12.6M
275K $11.2B
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
30.3K
+ 4.92%
$162.48 - $175.37 $4.93M - $5.32M
646K $112B
JPIE
J P Morgan Exchange Traded Fd
60.5K
+ 6.54%
$45.46 - $46.18 $2.75M - $2.79M
985K $45.4B
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
34.6K
New
$75.92 - $84.67 $2.63M - $2.93M
34.6K $2.66B
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
85.8K
+ 131.3%
$31.06 - $33.33 $2.66M - $2.86M
151K $4.75B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.83K
+ 424.03%
$507.05 - $563.67 $1.94M - $2.16M
4.73K $2.43B
Fidelity Covington Trust
53.9K
New
N/A
53.9K $1.6B
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
34.7K
New
N/A
34.7K $1.24B
SPMD
Spdr Portfolio

ETFs
33.8K
+ 19.94%
$50.21 - $57.73 $1.69M - $1.95M
203K $10.4B
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
16.7K
+ 7.11%
$49.69 - $50.76 $829K - $847K
252K $12.6B
SUB
Ishares Short Term National Mu

ETFs
6.19K
New
$105.3 - $106.24 $651K - $657K
6.19K $653M
LLY
Eli Lilly & CO

Healthcare
629
+ 156.08%
$725.72 - $929.72 $456K - $585K
1.03K $853M
ABBV
Abb Vie Inc.

Healthcare
2
+ 0.01%
$169.2 - $216.66 $338 - $433
14.8K $3.11B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
7.59K
New
$50.72 - $50.92 $385K - $386K
7.59K $386M
V
Visa Inc.

Financial Services
8
+ 0.08%
$306.92 - $362.71 $2.46K - $2.9K
10.1K $3.54B
SPTL
Spdr Portfolio Long Term Treas

ETFs
10.5K
New
$25.54 - $27.64 $269K - $291K
10.5K $287M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
8.6K
New
$31.09 - $34.34 $267K - $295K
8.6K $285M
GIGB
Goldman Sachs ETF Access Invt
5.98K
New
N/A
5.98K $274M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
134
+ 5.41%
$442.66 - $534.52 $59.3K - $71.6K
2.61K $1.39B
IEMG
Ishares Inc

ETFs
4.52K
New
N/A
4.52K $244M
XLE
Energy Sector Spdr

ETFs
2.27K
New
$85.7 - $93.96 $195K - $213K
2.27K $212M
T
At&T Inc.

Communication Services
1.55K
+ 5.23%
$21.56 - $28.28 $33.4K - $43.8K
31.2K $881M
GCOR
Goldman Sachs ETF Tr Access U

ETFs
4.95K
New
$39.88 - $41.33 $197K - $205K
4.95K $204M
AEP
American Electric Power CO Inc

Utilities
1.86K
New
$90.32 - $109.27 $168K - $203K
1.86K $203M
MSTR
Microstrategy Inc

Technology
584
+ 77.66%
$239.27 - $396.5 $140K - $232K
1.34K $385M
IBM
International Business Machines Corp

Technology
28
+ 0.51%
$217.4 - $264.74 $6.09K - $7.41K
5.49K $1.36B
IVE
Ishares S&P 500 Value ETF

ETFs
702
+ 54.33%
$185.78 - $198.58 $130K - $139K
1.99K $380M
META
Meta Platforms, Inc.

Communication Services
172
+ 14.45%
$576.36 - $736.67 $99.1K - $127K
1.36K $785M
JNJ
Johnson & Johnson

Healthcare
265
+ 15.15%
$142.06 - $167.7 $37.6K - $44.4K
2.01K $334M
AMGN
Amgen Inc

Healthcare
55
+ 4.71%
$258.59 - $327.36 $14.2K - $18K
1.22K $381M
MA
Mastercard Inc

Financial Services
47
+ 2.08%
$504.67 - $576.31 $23.7K - $27.1K
2.31K $1.26B
CVX
Chevron Corp

Energy
129
+ 5.52%
$146.71 - $167.97 $18.9K - $21.7K
2.46K $412M
WM
Waste Management Inc

Industrials
30
+ 1.35%
$200.54 - $233.78 $6.02K - $7.01K
2.25K $520M
MCD
Mcdonalds Corp

Consumer Cyclical
55
+ 2.34%
$279.74 - $321.29 $15.4K - $17.7K
2.41K $752M
JPM
Jpmorgan Chase & CO

Financial Services
122
+ 1.72%
$225.19 - $279.95 $27.5K - $34.2K
7.2K $1.77B
COP
Conocophillips

Energy
306
+ 5.17%
$88.6 - $105.85 $27.1K - $32.4K
6.23K $654M
KO
Coca Cola CO

Consumer Defensive
295
+ 8.9%
$60.81 - $72.32 $17.9K - $21.3K
3.61K $259M
SO
Southern CO

Utilities
30
+ 0.66%
$80.96 - $92.96 $2.43K - $2.79K
4.58K $421M
PSX
Phillips 66

Energy
66
+ 1.7%
$113.93 - $131.55 $7.52K - $8.68K
3.94K $486M
XOM
Exxon Mobil Corp

Energy
1
+ 0.03%
$105.44 - $118.93 $105 - $119
3.39K $403M
DUK
Duke Energy Corp

Utilities
25
+ 1.01%
$105.87 - $121.97 $2.65K - $3.05K
2.51K $306M
WMT
Walmart Inc.

Consumer Defensive
1.04K
+ 4.89%
$84.5 - $105.05 $87.7K - $109K
22.3K $1.96B
UNP
Union Pacific Corp

Industrials
60
+ 2.19%
$225.21 - $254.42 $13.5K - $15.3K
2.8K $661M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
99
+ 2.53%
$69.81 - $78.9 $6.91K - $7.81K
4.01K $313M
Innovator Etfs Trust
1.34K
+ 7.02%
N/A
20.4K $544M
NEAR
Blackrock Short Maturity Bond

ETFs
394
+ 2.96%
$50.4 - $50.89 $19.9K - $20.1K
13.7K $696M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
73
+ 1.43%
$97.38 - $104.52 $7.11K - $7.63K
5.16K $528M
VIG
Vanguard Dividend Appreciation

ETFs
123
+ 6.71%
N/A
1.96K $380M
ADP
Automatic Data Processing Inc

Industrials
35
+ 4.7%
$286.85 - $318.64 $10K - $11.2K
779 $238M
Activity Summary
Buys All Purchases 79 New Holdings 13 Increased Positions 66 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Syntegra Private Wealth Group, LLC Portfolio

Follow Syntegra Private Wealth Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Syntegra Private Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Syntegra Private Wealth Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email