Financial Synergies Wealth Advisors, Inc. Portfolio Holdings

Financial Synergies Wealth Advisors, Inc.

  • $762 Billion
  • Q1 2024

Financial Synergies Wealth Advisors, Inc. has filed its 13F form on April 12, 2024 for Q1 2024 where it was disclosed a total value porftolio of $762 Billion distributed in 573 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $122B, Vanguard Growth ETF with a value of $85.8B, Vanguard Mid Cap ETF with a value of $82.3B, Vanguard Value ETF with a value of $75.2B, and Msci Eafe Value ETF with a value of $44.2B.

Examining the 13F form we can see an increase of $116B in the current position value, from $646B to 762B. Also it can be appreciated an additional of 119 stocks purchases and 1 closed positions.

Financial Synergies Wealth Advisors, Inc. is based out at Houston, TX

Below you can find more details about Financial Synergies Wealth Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $762 Billion
ETFs: $743 Billion
Energy: $7.05 Billion
Technology: $3.39 Billion
Consumer Cyclical: $2.37 Billion
Financial Services: $2.24 Billion
Industrials: $1.29 Billion
Healthcare: $859 Million
Consumer Defensive: $657 Million
Other: $687 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$122 Billion 15.95% of portfolio
231,180
Q1 2024 Reduced 5.34%
$0
$85.8 Billion 11.26% of portfolio
249,372
Q1 2024 Reduced 10.17%
$0
$82.3 Billion 10.8% of portfolio
329,509
Q1 2024 Added 104.41%
$0
$75.2 Billion 9.87% of portfolio
461,918
Q1 2024 Added 1.57%
$0
$44.2 Billion 5.8% of portfolio
813,258
Q1 2024 Reduced 1.5%
$0
$42.5 Billion 5.58% of portfolio
409,522
Q1 2024 Added 4.79%
$0
$40.4 Billion 5.3% of portfolio
804,862
Q1 2024 Added 3.14%
$0
$30.1 Billion 3.95% of portfolio
324,580
Q1 2024 Added 0.7%
$0
$28.9 Billion 3.79% of portfolio
560,368
Q1 2024 Added 21.37%
$0
$21.5 Billion 2.82% of portfolio
94,083
Q1 2024 Reduced 30.76%
$0
$18.7 Billion 2.46% of portfolio
238,031
Q1 2024 Reduced 8.91%
$0
$13.2 Billion 1.74% of portfolio
315,591
Q1 2024 Reduced 71.66%
$0
$12.9 Billion 1.69% of portfolio
67,303
Q1 2024 Reduced 43.47%
$0
$12.7 Billion 1.66% of portfolio
309,522
Q1 2024 Reduced 13.14%
$0
$12.1 Billion 1.59% of portfolio
194,432
Q1 2024 Added 2,037.79%
$0
$11.5 Billion 1.5% of portfolio
122,279
Q1 2024 New
$0
$6.08 Billion 0.8% of portfolio
97,921
Q1 2024 Reduced 10.75%
$0
$6.07 Billion 0.8% of portfolio
74,566
Q1 2024 Added 6.6%
$0
$5.43 Billion 0.71% of portfolio
103,456
Q1 2024 Added 25.76%
$472B
$5.34 Billion 0.7% of portfolio
45,979
Q1 2024 Added 106.79%
$0
$5.32 Billion 0.7% of portfolio
28,474
Q1 2024 Added 2.29%
$0
$5.11 Billion 0.67% of portfolio
68,850
Q1 2024 Reduced 5.13%
$0
$4.37 Billion 0.57% of portfolio
104,680
Q1 2024 Added 17.03%
$0
$4.2 Billion 0.55% of portfolio
26,461
Q1 2024 Added 2.61%
$0
$4.22 Billion 0.55% of portfolio
50,840
Q1 2024 Reduced 67.51%
$0
$3.49 Billion 0.46% of portfolio
84,838
Q1 2024 Reduced 7.96%
$0
$3.1 Billion 0.41% of portfolio
65,282
Q1 2024 Reduced 71.45%
$0
$2.82 Billion 0.37% of portfolio
16,109
Q1 2024 Reduced 90.82%
$0
$2.64 Billion 0.35% of portfolio
61,435
Q1 2024 Reduced 77.29%
$0
$2.28 Billion 0.3% of portfolio
28,549
Q1 2024 Reduced 11.55%
$0
$2.15 Billion 0.28% of portfolio
58,479
Q1 2024 Added 16.44%
$0
$2.13 Billion 0.28% of portfolio
4,080
Q1 2024 Reduced 29.33%
$0
$1.97 Billion 0.26% of portfolio
9,388
Q1 2024 Reduced 26.86%
$0
$1.99 Billion 0.26% of portfolio
4,144
Q1 2024 Added 18.81%
$0
$1.82 Billion 0.24% of portfolio
33,485
Q1 2024 Reduced 20.52%
$0
$1.78 Billion 0.23% of portfolio
39,274
Q1 2024 Added 67.09%
$0
$1.73 Billion 0.23% of portfolio
28,485
Q1 2024 Added 253.63%
$0
$1.37 Billion 0.18% of portfolio
20,411
Q1 2024 Reduced 5.24%
$0
$1.2 Billion 0.16% of portfolio
17,830
Q1 2024 Added 3.17%
$3.49T
$1.09 Billion 0.14% of portfolio
2,601
Q1 2024 Added 145.15%
$0
$1 Billion 0.13% of portfolio
31,448
Q1 2024 Added 1.52%
$3.64T
$914 Million 0.12% of portfolio
5,332
Q1 2024 Reduced 28.39%
$185B
$846 Million 0.11% of portfolio
2,999
Q1 2024 Added 10.66%
$302B
$822 Million 0.11% of portfolio
5,210
Q1 2024 Added 87.07%
$0
$756 Million 0.1% of portfolio
14,887
Q1 2024 New
$0
$698 Million 0.09% of portfolio
11,016
Q1 2024 Reduced 22.61%
$0
$594 Million 0.08% of portfolio
2,285
Q1 2024 Reduced 12.82%
$0
$603 Million 0.08% of portfolio
12,251
Q1 2024 Reduced 34.01%
$0
$580 Million 0.08% of portfolio
19,193
Q1 2024 Reduced 7.07%

Summary

  • Portfolio
  • No. of Stocks 573
  • Current Value $762 Billion
  • Prior Value $646 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 12, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 119 stocks
  • Additional Purchases 144 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 105 stocks
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