Synergy Investment Management, LLC Incresed Positions in Q3 2025

Synergy Investment Management, LLC

  • $262 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IEMG
Ishares Inc

ETFs
57.5K
+ 90.58%
N/A
121K $7.97B
OEF
Ishares S&P 100 ETF

ETFs
9.34K
+ 74.38%
N/A
21.9K $7.28B
IVV
Ishares Core S&P 500 ETF

ETFs
2.5K
+ 13.04%
$620.67 - $670.08 $1.55M - $1.67M
21.7K $14.5B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
407
+ 1.01%
$567.77 - $614.76 $231K - $250K
40.7K $24.9B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
20.4K
+ 16.32%
$52.12 - $55.33 $1.06M - $1.13M
145K $8.04B
SPYG
Spdr Portfolio

ETFs
4.49K
+ 4.45%
$94.33 - $105.31 $423K - $472K
105K $11B
MUB
Ishares National Muni Bond ETF

ETFs
5.05K
+ 44.33%
$103.24 - $106.68 $521K - $538K
16.4K $1.75B
SPTS
Spdr Portfolio Short Term Trea

ETFs
11.9K
+ 7.7%
$29.12 - $29.34 $347K - $350K
167K $4.89B
AAPL
Apple Inc.

Technology
358
+ 7.15%
$202.38 - $256.87 $72.5K - $92K
5.37K $1.37B
IVW
Ishares S&P 500 Growth ETF

ETFs
1.66K
+ 15.47%
$108.97 - $121.65 $181K - $202K
12.4K $1.5B
RDVY
First Trust Rising Dividend Ac

ETFs
2.07K
+ 21.8%
$62.38 - $67.29 $129K - $139K
11.6K $777M
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
Track This Portfolio

Track Synergy Investment Management, LLC Portfolio

Follow Synergy Investment Management, 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 Synergy Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Synergy Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email