Zynergy Retirement Planning Llc Portfolio Holdings

Zynergy Retirement Planning Llc

  • $131 Billion
  • Q2 2024

Zynergy Retirement Planning Llc has filed its 13F form on July 25, 2024 for Q2 2024 where it was disclosed a total value porftolio of $131 Billion distributed in 125 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 $28B, Schwab Us Aggregate Bond ETF with a value of $24.8B, Schwab Strategic Tr Intl Eqty with a value of $16.8B, Schwab Strategic U.S. Reit ETF with a value of $13.5B, and Schwab Strategic Tr Us Small C with a value of $12.6B.

Examining the 13F form we can see an increase of $131B in the current position value.

Zynergy Retirement Planning Llc is based out at Red Bank, NJ

Below you can find more details about Zynergy Retirement Planning Llc portfolio as well as his latest detailed transactions.

Portfolio value $131 Billion
ETFs: $127 Billion
Technology: $1.35 Billion
Consumer Cyclical: $703 Million
Financial Services: $505 Million
Communication Services: $338 Million
Industrials: $214 Million
Utilities: $192 Million
Consumer Defensive: $168 Million
Other: $122 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.59T
$1.02 Billion 0.78% of portfolio
4,834
Q2 2024 New
$402B
$628 Million 0.48% of portfolio
1,825
Q2 2024 New
$654B
$261 Million 0.2% of portfolio
1,289
Q2 2024 New
$4.35B
$180 Million 0.14% of portfolio
4,207
Q2 2024 New
$337B
$157 Million 0.12% of portfolio
1,271
Q2 2024 New
$1.28T
$126 Million 0.1% of portfolio
249
Q2 2024 New
$75.6B
$94.4 Million 0.07% of portfolio
607
Q2 2024 New
$1.05T
$54.8 Million 0.04% of portfolio
299
Q2 2024 New
$479B
$48.7 Million 0.04% of portfolio
423
Q2 2024 New
$175B
$47 Million 0.04% of portfolio
473
Q2 2024 New
$81.6B
$50.6 Million 0.04% of portfolio
100
Q2 2024 New
$388B
$52.7 Million 0.04% of portfolio
62
Q2 2024 New
$92.1B
$34.2 Million 0.03% of portfolio
188
Q2 2024 New
$2.02T
$36.3 Million 0.03% of portfolio
188
Q2 2024 New
$174B
$39.2 Million 0.03% of portfolio
951
Q2 2024 New
$1.02T
$40.1 Million 0.03% of portfolio
220
Q2 2024 New
$0
$44.1 Million 0.03% of portfolio
2,000
Q2 2024 New
$186B
$29.9 Million 0.02% of portfolio
150
Q2 2024 New
$57.6B
$26.8 Million 0.02% of portfolio
132
Q2 2024 New
$458B
$31.8 Million 0.02% of portfolio
225
Q2 2024 New
$80.4B
$29 Million 0.02% of portfolio
100
Q2 2024 New
$335B
$22.7 Million 0.02% of portfolio
571
Q2 2024 New
$295B
$28.3 Million 0.02% of portfolio
110
Q2 2024 New
$11.8B
$19.7 Million 0.02% of portfolio
748
Q2 2024 New
$228B
$24.7 Million 0.02% of portfolio
150
Q2 2024 New
$14.3B
$29.8 Million 0.02% of portfolio
557
Q2 2024 New
$336B
$20.2 Million 0.02% of portfolio
30
Q2 2024 New
$171B
$28.1 Million 0.02% of portfolio
90
Q2 2024 New
$223B
$20.3 Million 0.02% of portfolio
300
Q2 2024 New
$175B
$27.6 Million 0.02% of portfolio
275
Q2 2024 New
$41.4B
$13.5 Million 0.01% of portfolio
140
Q2 2024 New
$158B
$6.8 Million 0.01% of portfolio
356
Q2 2024 New
$419B
$8.19 Million 0.01% of portfolio
56
Q2 2024 New
$25.9B
$11.1 Million 0.01% of portfolio
50
Q2 2024 New
$2.11B
$12.3 Million 0.01% of portfolio
1,950
Q2 2024 New
$0
$7.79 Million 0.01% of portfolio
155
Q2 2024 New
$45.4B
$10.4 Million 0.01% of portfolio
75
Q2 2024 New
$7.48B
$12.9 Million 0.01% of portfolio
231
Q2 2024 New
$24.4B
$7.77 Million 0.01% of portfolio
415
Q2 2024 New
$141B
$16 Million 0.01% of portfolio
75
Q2 2024 New
$95.3B
$15.3 Million 0.01% of portfolio
494
Q2 2024 New
$71.4B
$15 Million 0.01% of portfolio
50
Q2 2024 New
$45.1B
$19.1 Million 0.01% of portfolio
163
Q2 2024 New
$43.6B
$11.8 Million 0.01% of portfolio
160
Q2 2024 New
$60.7B
$17.3 Million 0.01% of portfolio
275
Q2 2024 New
-
$15.4 Million 0.01% of portfolio
-
Q2 2024 New
$177B
$19.5 Million 0.01% of portfolio
100
Q2 2024 New
$99.7B
$9.01 Million 0.01% of portfolio
164
Q2 2024 New
$786B
$17.8 Million 0.01% of portfolio
90
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 125
  • Current Value $131 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 25, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 125 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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