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
COST
Costco Wholesale Corp

Consumer Defensive
7
+ 1.55%
$890.62 - $1076.86 $6.23K - $7.54K
458 $433M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
6.73K
+ 1.62%
$25.12 - $26.05 $169K - $175K
423K $10.7B
SBUX
Starbucks Corp

Consumer Cyclical
43
+ 1.9%
$91.75 - $115.81 $3.95K - $4.98K
2.3K $226M
Blackrock ETF Trust Ii
307
+ 3.88%
N/A
8.22K $430M
BAC
Bank Of America Corp

Financial Services
514
+ 9.83%
$39.61 - $47.74 $20.4K - $24.5K
5.74K $240M
NEE
Nextera Energy Inc

Utilities
189
+ 3.9%
$66.96 - $76.16 $12.7K - $14.4K
5.03K $357M
DGRO
Ishares Core Dividend Growth E

ETFs
104
+ 2.08%
$60.46 - $64.42 $6.29K - $6.7K
5.1K $315M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
34
+ 0.51%
$91.45 - $91.75 $3.11K - $3.12K
6.77K $621M
CMCSA
Comcast Corp

Communication Services
20
+ 0.25%
$33.19 - $38.23 $664 - $765
7.93K $292M
HON
Honeywell International Inc

Industrials
35
+ 3.4%
$202.75 - $226.52 $7.1K - $7.93K
1.06K $225M
CAT
Caterpillar Inc

Industrials
45
+ 4.83%
$326.75 - $407.63 $14.7K - $18.3K
977 $322M
VGT
Vanguard Information Technolog

ETFs
36
+ 6.83%
$542.38 - $646.34 $19.5K - $23.3K
563 $305M
AMP
Ameriprise Financial Inc

Financial Services
4
+ 0.69%
$472.29 - $575.13 $1.89K - $2.3K
584 $283M
PLTK
Playtika Holding Corp.

Communication Services
247
+ 1.48%
$4.01 - $7.45 $990 - $1.84K
16.9K $87.6M
SOXX
Ishares Semiconductor ETF

ETFs
28
+ 1.96%
$188.17 - $235.81 $5.27K - $6.6K
1.45K $274M
MCO
Moodys Corp

Financial Services
2
+ 0.03%
$437.8 - $527.48 $876 - $1.05K
6.91K $3.22B
MAR
Marriott International Inc

Consumer Cyclical
10
+ 0.55%
$237.01 - $304.45 $2.37K - $3.04K
1.82K $434M
GOOG
Alphabet Inc.

Communication Services
81
+ 2.98%
$156.06 - $207.71 $12.6K - $16.8K
2.8K $437M
SRE
Sempra Energy

Utilities
102
+ 1.89%
$67.85 - $87.67 $6.92K - $8.94K
5.51K $393M
TSLA
Tesla, Inc.

Consumer Cyclical
386
+ 25.34%
$222.15 - $428.22 $85.7K - $165K
1.91K $495M
GOOGL
Alphabet Inc.

Communication Services
275
+ 5.68%
$154.33 - $206.19 $42.4K - $56.7K
5.11K $791M
AMZN
Amazon Com Inc

Consumer Cyclical
926
+ 6.26%
$190.26 - $242.06 $176K - $224K
15.7K $2.99B
BX
Blackstone Inc.

Financial Services
6.95K
+ 18.37%
$136.53 - $186.74 $948K - $1.3M
44.7K $6.25B
VTI
Vanguard Total Stock Market Et

ETFs
18
+ 0.1%
$271.18 - $303.12 $4.88K - $5.46K
18K $4.96B
NVDA
Nvidia Corp

Technology
1.67K
+ 6.52%
$106.98 - $149.43 $178K - $249K
27.2K $2.95B
AVGO
Broadcom Inc.

Technology
685
+ 6.61%
$167.43 - $244.7 $115K - $168K
11K $1.85B
AAPL
Apple Inc.

Technology
442
+ 0.83%
$209.68 - $247.1 $92.7K - $109K
53.9K $12B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
47.2K
+ 3.06%
$67.03 - $74.61 $3.16M - $3.52M
1.59M $108B
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
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