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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$28 Billion 21.42% of portfolio
51,127
Q2 2024 New
$0
$24.8 Billion 18.96% of portfolio
543,450
Q2 2024 New
$0
$16.8 Billion 12.85% of portfolio
436,795
Q2 2024 New
$0
$13.5 Billion 10.37% of portfolio
678,263
Q2 2024 New
$0
$12.6 Billion 9.62% of portfolio
264,951
Q2 2024 New
$0
$10.2 Billion 7.81% of portfolio
196,032
Q2 2024 New
$0
$7.21 Billion 5.52% of portfolio
149,866
Q2 2024 New
$0
$3.62 Billion 2.77% of portfolio
48,844
Q2 2024 New
$0
$3.05 Billion 2.33% of portfolio
114,802
Q2 2024 New
$0
$962 Million 0.74% of portfolio
9,681
Q2 2024 New
$0
$709 Million 0.54% of portfolio
1,480
Q2 2024 New
$0
$671 Million 0.51% of portfolio
6,659
Q2 2024 New
$0
$601 Million 0.46% of portfolio
16,883
Q2 2024 New
$0
$518 Million 0.4% of portfolio
5,187
Q2 2024 New
$0
$440 Million 0.34% of portfolio
2,743
Q2 2024 New
$0
$431 Million 0.33% of portfolio
5,548
Q2 2024 New
$87.1B
$388 Million 0.3% of portfolio
1,806
Q2 2024 New
$0
$326 Million 0.25% of portfolio
5,184
Q2 2024 New
$0
$311 Million 0.24% of portfolio
1,428
Q2 2024 New
$0
$227 Million 0.17% of portfolio
1,916
Q2 2024 New
$0
$216 Million 0.17% of portfolio
1,459
Q2 2024 New
$0
$175 Million 0.13% of portfolio
2,085
Q2 2024 New
$0
$173 Million 0.13% of portfolio
4,256
Q2 2024 New
$0
$127 Million 0.1% of portfolio
964
Q2 2024 New
$0
$119 Million 0.09% of portfolio
219
Q2 2024 New
$0
$64.8 Million 0.05% of portfolio
2,550
Q2 2024 New
$0
$34.6 Million 0.03% of portfolio
561
Q2 2024 New
$0
$44.4 Million 0.03% of portfolio
1,179
Q2 2024 New
$0
$43.8 Million 0.03% of portfolio
260
Q2 2024 New
$0
$44.9 Million 0.03% of portfolio
1,263
Q2 2024 New
$0
$44.6 Million 0.03% of portfolio
150
Q2 2024 New
$0
$29.9 Million 0.02% of portfolio
205
Q2 2024 New
$0
$22.6 Million 0.02% of portfolio
492
Q2 2024 New
$0
$23 Million 0.02% of portfolio
339
Q2 2024 New
$0
$22.6 Million 0.02% of portfolio
967
Q2 2024 New
$0
$10.2 Million 0.01% of portfolio
175
Q2 2024 New
$0
$13.6 Million 0.01% of portfolio
174
Q2 2024 New
$0
$19.3 Million 0.01% of portfolio
266
Q2 2024 New
$0
$10.7 Million 0.01% of portfolio
803
Q2 2024 New
$0
$18.9 Million 0.01% of portfolio
377
Q2 2024 New
$0
$875,000 0.0% of portfolio
20
Q2 2024 New
$0
$1.66 Million 0.0% of portfolio
73
Q2 2024 New
$0
$5.65 Million 0.0% of portfolio
97
Q2 2024 New
$0
$5 Million 0.0% of portfolio
10
Q2 2024 New
$0
$1.57 Million 0.0% of portfolio
53
Q2 2024 New
$0
$2.84 Million 0.0% of portfolio
14
Q2 2024 New
$0
$2.77 Million 0.0% of portfolio
33
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
Track This Portfolio

Track Zynergy Retirement Planning Llc Portfolio

Follow Zynergy Retirement Planning Llc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Zynergy Retirement Planning Llc, based on Form 13F filings with the SEC.

News

Stay updated on Zynergy Retirement Planning Llc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email