Financial Synergies Wealth Advisors, Inc. Portfolio Holdings

Financial Synergies Wealth Advisors, Inc.

  • $806 Billion
  • Q4 2024

Financial Synergies Wealth Advisors, Inc. has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $806 Billion distributed in 91 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 $134B, Vanguard Growth ETF with a value of $103B, Vanguard Mid Cap ETF with a value of $92.3B, Vanguard Value ETF with a value of $83.1B, and Msci Eafe Value ETF with a value of $46.3B.

Examining the 13F form we can see an increase of $938M in the current position value, from $805B to 806B.

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 $806 Billion
ETFs: $788 Billion
Technology: $7.83 Billion
Energy: $6.37 Billion
Consumer Cyclical: $2.05 Billion
Financial Services: $1.27 Billion
Healthcare: $205 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.79T
$5.2 Billion 0.65% of portfolio
20,772
Q4 2024 Added 12.17%
$445B
$4.98 Billion 0.62% of portfolio
46,272
Q4 2024 Reduced 0.41%
$3.09T
$1.39 Billion 0.17% of portfolio
3,295
Q4 2024 Reduced 3.34%
$292B
$775 Million 0.1% of portfolio
5,352
Q4 2024 Added 0.32%
$212B
$836 Million 0.1% of portfolio
2,885
Q4 2024 Added 0.03%
$2.42T
$761 Million 0.09% of portfolio
3,470
Q4 2024 Reduced 4.77%
$610B
$557 Million 0.07% of portfolio
1,228
Q3 2021 Added 1.08%
$162B
$369 Million 0.05% of portfolio
4,877
Q4 2024 New
$126B
$405 Million 0.05% of portfolio
4,089
Q4 2024 Reduced 1.33%
$299B
$437 Million 0.05% of portfolio
3,256
Q4 2024 Reduced 19.43%
$85.5B
$205 Million 0.03% of portfolio
360
Q4 2024 New
$249B
$206 Million 0.03% of portfolio
3,486
Q4 2024 Reduced 9.92%
$52B
$207 Million 0.03% of portfolio
1,076
Q3 2024 New
$63.2B
$207 Million 0.03% of portfolio
10,591
Q4 2024 New
$89.6B
$225 Million 0.03% of portfolio
970
Q4 2024 Reduced 34.33%
$784B
$237 Million 0.03% of portfolio
990
Q4 2024 Reduced 10.65%
$5.55B
$266 Million 0.03% of portfolio
8,223
Q4 2024 Added 1.48%
$422B
$204 Million 0.03% of portfolio
524
Q4 2024 Reduced 10.73%

Summary

  • Portfolio
  • No. of Stocks 91
  • Current Value $806 Billion
  • Prior Value $805 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 27, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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