Financial Synergies Wealth Advisors, Inc. Portfolio Holdings
Financial Synergies Wealth Advisors, Inc.
- $805 Billion
- Q3 2024
Financial Synergies Wealth Advisors, Inc. has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $805 Billion distributed in 95 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 $131B, Vanguard Growth ETF with a value of $95.9B, Vanguard Mid Cap ETF with a value of $91B, Vanguard Value ETF with a value of $83.9B, and Msci Eafe Value ETF with a value of $48.8B.
Examining the 13F form we can see an increase of $63B in the current position value, from $742B to 805B.
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 $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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