Financial Synergies Wealth Advisors, Inc. Portfolio Holdings by Sector

Financial Synergies Wealth Advisors, Inc.

$806 Billion
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IVV VUG VO VTV EFV EFG VEA SCHG 51 stocks	$784 Million 97.29% of portfolio	38	13	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX 2 stocks	$5.75 Million 0.71% of portfolio	1	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$5.2 Million 0.65% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$3.54 Million 0.44% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT PLTR 2 stocks	$1.76 Million 0.22% of portfolio	1	1	1	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD 1 stocks	$836,297 0.1% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$761,182 0.09% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO 2 stocks	$662,208 0.08% of portfolio	-	2	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$557,280 0.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$556,628 0.07% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy COP 1 stocks	$405,496 0.05% of portfolio	-	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services BXSL 1 stocks	$265,681 0.03% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$251,379 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$237,258 0.03% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy ET 1 stocks	$207,476 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services ALL 1 stocks	$207,443 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$206,384 0.03% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Distribution \| Healthcare MCK 1 stocks	$205,168 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$204,013 0.03% of portfolio	-	1	-	-	0 Calls 0 Puts

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