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.
Stock Holdings Table Market Cap. of $200 Billions or more
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