Synergy Investment Management, LLC Purchases in Q3 2025

Synergy Investment Management, LLC

  • $262 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FTGS
First Tr Exchange Traded Fd Gr
7.02K
New
N/A
7.02K $252M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
7.27K
+ 2.46%
$28.38 - $29.05 $206K - $211K
303K $8.75B
Capital Group
9.75K
New
N/A
9.75K $247M
DFAS
Dimensional ETF Tr U S Small C

ETFs
3.3K
New
$63.41 - $69.69 $209K - $230K
3.3K $226M
First Trust
10.4K
New
N/A
10.4K $221M
GRMN
Garmin LTD

Technology
879
New
$211.13 - $246.22 $186K - $216K
879 $216M
IWF
Ishares Russell 1000 Gr ETF

ETFs
451
New
$420.11 - $472.68 $189K - $213K
451 $211M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.18K
New
$164.63 - $174.58 $195K - $207K
1.18K $207M
IWV
Ishares Russell 3000 ETF

ETFs
540
New
$351.04 - $379.81 $190K - $205K
540 $205M
FMF
First Trust Managed Futures St

ETFs
4.17K
New
$45.19 - $48.75 $189K - $203K
4.17K $203M
GOOGL
Alphabet Inc.

Communication Services
103
+ 5.74%
$174.36 - $254.72 $18K - $26.2K
1.9K $461M
BOND
Pimco Active Bond Exchange Tra

ETFs
1.1K
+ 35.44%
$90.83 - $93.81 $99.5K - $103K
4.19K $391M
UNH
Unitedhealth Group Inc

Healthcare
132
+ 7.53%
$237.77 - $353.61 $31.4K - $46.7K
1.89K $651M
FNDF
Schwab Fundamental Intl Large

ETFs
1.8K
+ 24.23%
$39.84 - $43.15 $71.9K - $77.8K
9.25K $397M
MGK
Vanguard Mega Cap Growth ETF

ETFs
56
+ 2.89%
$362.31 - $405.74 $20.3K - $22.7K
2K $803M
ICVT
Ishares Tr Convertible Bond Et

ETFs
446
+ 9.54%
$89.29 - $100.17 $39.8K - $44.7K
5.12K $512M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
1.64K
+ 19.77%
$50.85 - $51.35 $83.1K - $84K
9.91K $507M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
1.57K
+ 19.1%
$47.11 - $48.77 $74K - $76.6K
9.79K $474M
VXF
Vanguard Extended Market ETF

ETFs
65
+ 1.92%
$193.58 - $213.07 $12.6K - $13.8K
3.45K $721M
SPY
Spdr S&P 500 ETF Trust

ETFs
33
+ 5.72%
$617.65 - $666.84 $20.4K - $22K
610 $406M
IGRO
Ishares Tr International Divid

ETFs
538
+ 16.02%
$75.97 - $80.24 $40.9K - $43.2K
3.9K $310M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
44
+ 5.01%
$459.11 - $506.91 $20.2K - $22.3K
922 $464M
MSFT
Microsoft Corp

Technology
1
+ 0.06%
$491.09 - $535.64 $491 - $536
1.78K $922M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3
+ 0.05%
$62.09 - $66.51 $186 - $200
5.88K $384M
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
229
+ 3.0%
N/A
7.85K $261M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
150
+ 5.55%
$70.85 - $76.96 $10.6K - $11.5K
2.85K $217M
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
2.09K
+ 8.36%
$8.89 - $10.82 $18.6K - $22.6K
27.1K $241M
Activity Summary
Buys All Purchases 78 New Holdings 49 Increased Positions 29 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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