Synergy Investment Management, LLC Purchases in Q4 2024

Synergy Investment Management, LLC

  • $233 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CACI
Caci International Inc

Technology
9
New
N/A
9 $3.64M
WM
Waste Management Inc

Industrials
18
New
$201.79 - $228.46 $3.63K - $4.11K
18 $3.63M
South Bow
153
New
N/A
153 $3.61M
KHC
Kraft Heinz CO

Consumer Defensive
117
New
$30.1 - $36.02 $3.52K - $4.21K
117 $3.59M
SMMT
Summit Therapeutics Inc.

Healthcare
200
New
$17.52 - $23.46 $3.5K - $4.69K
200 $3.57M
MPWR
Monolithic Power Systems Inc

Technology
6
New
$560.06 - $942.58 $3.36K - $5.66K
6 $3.55M
LVS
Las Vegas Sands Corp

Consumer Cyclical
69
New
$47.96 - $55.17 $3.31K - $3.81K
69 $3.54M
RH
Rh

Consumer Cyclical
9
New
$311.9 - $446.04 $2.81K - $4.01K
9 $3.54M
NAK
Northern Dynasty Minerals LTD

Basic Materials
6K
New
$0.31 - $0.58 $1.86K - $3.48K
6K $3.49M
GFI
Gold Fields LTD

Basic Materials
264
New
$13.16 - $18.91 $3.47K - $4.99K
264 $3.49M
FEMB
First Tr ETF Emerging Markets

ETFs
133
New
$25.98 - $28.92 $3.46K - $3.85K
133 $3.46M
TER
Teradyne, Inc

Technology
27
New
$102.58 - $133.62 $2.77K - $3.61K
27 $3.4M
NRZ
New Residential Investment Corp.

Real Estate
313
New
N/A
313 $3.39M
KFRC
Kforce Inc

Industrials
60
New
$53.57 - $62.47 $3.21K - $3.75K
60 $3.39M
IYZ
Ishares Tr Us Telecommunicatio

ETFs
125
New
$25.22 - $28.15 $3.15K - $3.52K
125 $3.35M
Grayscale Bitcoin
80
New
N/A
80 $3.35M
LNT
Alliant Energy Corp

Utilities
56
New
$56.24 - $63.63 $3.15K - $3.56K
56 $3.31M
IBM
International Business Machines Corp

Technology
15
New
$204.9 - $238.04 $3.07K - $3.57K
15 $3.3M
Ge Vernova
10
New
N/A
10 $3.29M
CROX
Crocs, Inc.

Consumer Cyclical
30
New
$96.51 - $141.93 $2.9K - $4.26K
30 $3.29M
AME
Ametek Inc

Industrials
18
New
$165.89 - $197.38 $2.99K - $3.55K
18 $3.25M
TREX
Trex CO Inc

Industrials
47
New
$62.94 - $79.88 $2.96K - $3.75K
47 $3.24M
SIGI
Selective Insurance Group Inc

Financial Services
35
New
$90.05 - $102.09 $3.15K - $3.57K
35 $3.24M
BDX
Becton Dickinson & CO

Healthcare
15
New
$220.02 - $243.75 $3.3K - $3.66K
15 $3.23M
STWD
Starwood Property Trust, Inc.

Real Estate
170
New
$18.95 - $20.37 $3.22K - $3.46K
170 $3.22M
GBDC
Golub Capital Bdc, Inc.

Financial Services
211
New
$14.69 - $15.67 $3.1K - $3.31K
211 $3.2M
SEIC
Sei Investments CO

Financial Services
39
New
$69.36 - $86.58 $2.71K - $3.38K
39 $3.18M
DOW
Dow Inc.

Basic Materials
79
New
$39.1 - $55.34 $3.09K - $4.37K
79 $3.17M
NTRS
Northern Trust Corp

Financial Services
30
New
$88.4 - $111.16 $2.65K - $3.33K
30 $3.08M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
55
New
$54.29 - $59.49 $2.99K - $3.27K
55 $3.02M
ALLE
Allegion PLC

Industrials
23
New
$130.63 - $153.36 $3K - $3.53K
23 $3.01M
LADR
Ladder Capital Corp

Real Estate
267
New
$10.95 - $11.99 $2.92K - $3.2K
267 $2.99M
LHX
L3 Harris Technologies, Inc.

Industrials
14
New
$208.94 - $264.22 $2.93K - $3.7K
14 $2.94M
NDAQ
Nasdaq, Inc.

Financial Services
38
New
$70.87 - $83.05 $2.69K - $3.16K
38 $2.94M
PNW
Pinnacle West Capital Corp

Utilities
34
New
$84.03 - $94.52 $2.86K - $3.21K
34 $2.88M
DLTR
Dollar Tree, Inc.

Consumer Defensive
38
New
$61.21 - $76.19 $2.33K - $2.9K
38 $2.85M
INFY
Infosys LTD

Technology
129
New
$20.71 - $23.42 $2.67K - $3.02K
129 $2.83M
ODFL
Old Dominion Freight Line, Inc.

Industrials
16
New
$176.4 - $231.84 $2.82K - $3.71K
16 $2.82M
SWBI
Smith & Wesson Brands, Inc.

Industrials
275
New
$9.79 - $14.1 $2.69K - $3.88K
275 $2.78M
UPS
United Parcel Service Inc

Industrials
22
New
$122.65 - $138.35 $2.7K - $3.04K
22 $2.77M
ASML
Asml Holding Nv

Technology
4
New
$658.43 - $872.27 $2.63K - $3.49K
4 $2.77M
EHC
Encompass Health Corp

Healthcare
30
New
$92.35 - $103.77 $2.77K - $3.11K
30 $2.77M
MXI
Ishares Global Materials ETF

ETFs
35
New
$77.6 - $93.04 $2.72K - $3.26K
35 $2.72M
NMFC
New Mountain Finance Corp

Financial Services
241
New
$10.68 - $11.94 $2.57K - $2.88K
241 $2.71M
MKSI
Mks Instruments Inc

Technology
26
New
$98.56 - $117.93 $2.56K - $3.07K
26 $2.71M
PAGP
Plains Gp Holdings LP

Energy
144
New
$17.2 - $20.02 $2.48K - $2.88K
144 $2.65M
WPC
W. P. Carey Inc.

Real Estate
48
New
$53.44 - $61.33 $2.57K - $2.94K
48 $2.62M
CSX
Csx Corp

Industrials
81
New
$31.58 - $36.88 $2.56K - $2.99K
81 $2.61M
TWLO
Twilio Inc

Communication Services
24
New
$63.73 - $114.96 $1.53K - $2.76K
24 $2.59M
Activity Summary
Buys All Purchases 637 New Holdings 637 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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