Syntegra Private Wealth Group, LLC has filed its 13F form on July 26, 2024 for Q2 2024 where it was disclosed a total value porftolio of $787 Billion distributed in 148 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 1500 Compos with a value of $92.1B, Spdr Ssga Us Large Cap Low Vol with a value of $89.3B, Spdr Portfolio with a value of $89.3B, Pacer Fds Tr Pacer Us Small Ca with a value of $76.1B, and Invesco Exchange Traded Fd Tr with a value of $64.7B.

Examining the 13F form we can see an increase of $12.2B in the current position value, from $775B to 787B.

Syntegra Private Wealth Group, LLC is based out at Chesterfield, MO

Below you can find more details about Syntegra Private Wealth Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $787 Billion
ETFs: $675 Billion
Technology: $27.1 Billion
Financial Services: $14.7 Billion
Healthcare: $11.7 Billion
Consumer Cyclical: $4.73 Billion
Consumer Defensive: $4.06 Billion
Industrials: $3.3 Billion
Communication Services: $2.6 Billion
Other: $4.38 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 148
  • Current Value $787 Billion
  • Prior Value $775 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 26, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 12 stocks
  • Additional Purchases 68 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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