Financial Synergies Wealth Advisors, Inc. Portfolio Holdings by Sector

Financial Synergies Wealth Advisors, Inc.

$805 Billion
Q3 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IVV VUG VO VTV EFV EFG VEA IEMG 56 stocks	$784 Million 97.38% of portfolio	37	17	2	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX 2 stocks	$6.23 Million 0.77% of portfolio	1	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$4.31 Million 0.54% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$3.88 Million 0.48% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1.47 Million 0.18% of portfolio	1	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD 1 stocks	$878,157 0.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO 2 stocks	$745,485 0.09% of portfolio	2	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$678,901 0.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$585,151 0.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$565,200 0.07% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy COP 1 stocks	$436,308 0.05% of portfolio	1	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$237,959 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Asset Management \| Financial Services BXSL 1 stocks	$237,344 0.03% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$233,708 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Railroads \| Industrials NSC 1 stocks	$220,158 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$205,979 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services ALL 1 stocks	$204,064 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts

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