Synergy Investment Management, LLC Incresed Positions in Q2 2025

Synergy Investment Management, LLC

  • $166 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.82K
+ 7.52%
$456.74 - $568.03 $1.29M - $1.6M
40.3K $22.9B
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
113K
+ 61.68%
$28.21 - $28.85 $3.18M - $3.25M
295K $8.5B
IEMG
Ishares Inc

ETFs
52.3K
+ 468.57%
N/A
63.5K $3.81B
VUG
Vanguard Growth ETF

ETFs
147
+ 0.33%
$329.49 - $438.4 $48.4K - $64.4K
44.1K $19.3B
EFV
Msci Eafe Value ETF

ETFs
41.7K
+ 91.54%
$52.4 - $64.65 $2.18M - $2.69M
87.2K $5.54B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
118K
+ 28.33%
$24.32 - $27.87 $2.87M - $3.29M
534K $14.2B
SPYG
Spdr Portfolio

ETFs
4.25K
+ 4.39%
$71.83 - $95.32 $305K - $405K
101K $9.61B
OEF
Ishares S&P 100 ETF

ETFs
4.65K
+ 58.87%
N/A
12.6K $3.82B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
16.4K
+ 15.12%
$45.11 - $52.34 $740K - $858K
125K $6.53B
SPTS
Spdr Portfolio Short Term Trea

ETFs
29.4K
+ 23.46%
$29.07 - $29.38 $855K - $864K
155K $4.53B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
5.85K
+ 12.78%
$58.41 - $72.69 $342K - $425K
51.7K $3.76B
EFG
Msci Eafe Growth ETF

ETFs
861
+ 3.89%
$89.8 - $112.0 $77.3K - $96.4K
23K $2.57B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
4.44K
+ 7.13%
$35.35 - $42.68 $157K - $189K
66.7K $2.84B
IVW
Ishares S&P 500 Growth ETF

ETFs
74
+ 0.69%
$82.96 - $110.1 $6.14K - $8.15K
10.7K $1.18B
SECT
Sector 10, Inc.

ETFs
538
+ 1.23%
$45.25 - $58.07 $24.3K - $31.2K
44.1K $2.56B
FNDF
Schwab Fundamental Intl Large

ETFs
3.28K
+ 78.84%
$32.25 - $40.02 $106K - $131K
7.45K $298M
SPY
Spdr S&P 500 ETF Trust

ETFs
189
+ 48.71%
$496.48 - $617.85 $93.8K - $117K
577 $356M
VXF
Vanguard Extended Market ETF

ETFs
332
+ 10.89%
$150.43 - $192.71 $49.9K - $64K
3.38K $651M
TDIV
First Trust Nasdaq Technology

ETFs
199
+ 5.36%
$64.41 - $90.17 $12.8K - $17.9K
3.91K $353M
VTV
Vanguard Value ETF

ETFs
265
+ 3.26%
$153.67 - $176.74 $40.7K - $46.8K
8.39K $1.48B
GOOGL
Alphabet Inc.

Communication Services
168
+ 10.33%
$144.7 - $178.6 $24.3K - $30K
1.8K $316M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
272
+ 4.81%
$60.34 - $74.89 $16.4K - $20.4K
5.93K $444M
RDVY
First Trust Rising Dividend Ac

ETFs
228
+ 2.46%
$51.6 - $62.74 $11.8K - $14.3K
9.49K $595M
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.13%
$210.28 - $289.91 $210 - $290
743 $215M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3
+ 0.05%
$51.16 - $62.02 $153 - $186
5.88K $365M
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
148
+ 1.98%
$28.36 - $31.3 $4.2K - $4.63K
7.62K $244M
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
2.36K
+ 10.42%
$9.18 - $11.13 $21.7K - $26.3K
25K $258M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
64
+ 7.86%
$483.48 - $539.8 $30.9K - $34.5K
878 $427M
JNJ
Johnson & Johnson

Healthcare
16
+ 0.6%
$146.36 - $159.82 $2.34K - $2.56K
2.66K $407M
AAPL
Apple Inc.

Technology
53
+ 1.07%
$172.42 - $223.89 $9.14K - $11.9K
5.01K $1.03B
Activity Summary
Buys All Purchases 32 New Holdings 1 Increased Positions 31 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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