Synergy Investment Management, LLC Incresed Positions in Q1 2025

Synergy Investment Management, LLC

  • $239 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ICVT
Ishares Tr Convertible Bond Et

ETFs
361
+ 5.45%
$83.18 - $89.27 $30K - $32.2K
6.99K $584M
First Trust
864
+ 9.06%
N/A
10.4K $216M
HDV
Ishares Core High Dividend ETF

ETFs
125
+ 26.82%
$110.86 - $121.12 $13.9K - $15.1K
591 $71.6M
Blackrock Ishares
339
+ 4.02%
N/A
8.77K $227M
FSK
Fs Kkr Capital Corp

Financial Services
1.27K
+ 12.99%
$20.47 - $24.06 $26K - $30.5K
11K $231M
FAD
First Tr Multi Cap Growth Alph

ETFs
159
+ 77.56%
$125.55 - $147.66 $20K - $23.5K
364 $47.1M
FDT
First Trust Developed Markets

ETFs
124
+ 5.31%
$53.51 - $60.98 $6.64K - $7.56K
2.46K $143M
AVUV
American Centy ETF Tr Avantis

ETFs
240
+ 49.08%
$84.95 - $100.62 $20.4K - $24.1K
729 $63.5M
QTEC
First Trust Nasdaq 100 Technol

ETFs
91
+ 55.83%
$173.56 - $210.67 $15.8K - $19.2K
254 $44.1M
CRM
Salesforce, Inc.

Technology
50
+ 250.0%
$268.36 - $359.95 $13.4K - $18K
70 $18.8M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
91
+ 126.39%
$114.57 - $118.14 $10.4K - $10.8K
163 $19.3M
CGGO
Capital Group Global Growth Eq

ETFs
700
+ 6.82%
$28.33 - $30.84 $19.8K - $21.6K
11K $310M
COST
Costco Wholesale Corp

Consumer Defensive
10
+ 29.41%
$890.62 - $1076.86 $8.91K - $10.8K
44 $41.6M
GRMN
Garmin LTD

Technology
1
+ 0.11%
$204.55 - $241.93 $205 - $242
913 $198M
RDVY
First Trust Rising Dividend Ac

ETFs
244
+ 2.71%
$57.22 - $63.39 $14K - $15.5K
9.26K $542M
AMGN
Amgen Inc

Healthcare
6
+ 4.62%
$258.59 - $327.36 $1.55K - $1.96K
136 $42.3M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
145
+ 6.06%
$48.31 - $49.23 $7K - $7.14K
2.54K $125M
VOT
Vanguard Mid Cap Growth Index

ETFs
53
+ 10.31%
$237.72 - $276.98 $12.6K - $14.7K
567 $139M
MNST
Monster Beverage Corp

Consumer Defensive
125
+ 142.05%
$46.16 - $58.58 $5.77K - $7.32K
213 $12.5M
FSIG
First Tr ETF Iv LTD Duration I
373
+ 7.2%
$18.74 - $19.04 $6.99K - $7.1K
5.56K $105M
CVX
Chevron Corp

Energy
29
+ 32.22%
$146.71 - $167.97 $4.25K - $4.87K
119 $19.9M
FAAR
First Trust Vii Alternative Ab

ETFs
123
+ 3.61%
$27.81 - $28.97 $3.42K - $3.56K
3.53K $102M
SPVU
Invesco ETF Tr Ii S&P 500 Enha

ETFs
53
+ 3.53%
$49.08 - $52.44 $2.6K - $2.78K
1.56K $80.4M
ABT
Abbott Laboratories

Healthcare
15
+ 7.65%
$111.1 - $140.22 $1.67K - $2.1K
211 $28M
FEM
First Trust Emerging Markets A

ETFs
133
+ 4.22%
$21.28 - $23.9 $2.83K - $3.18K
3.29K $75.1M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
111
+ 32.94%
$53.6 - $58.97 $5.95K - $6.55K
448 $24.5M
XOM
Exxon Mobil Corp

Energy
2
+ 0.45%
$105.44 - $118.93 $211 - $238
442 $52.5M
SYY
Sysco Corp

Consumer Defensive
80
+ 8.91%
$70.0 - $77.13 $5.6K - $6.17K
978 $73.4M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
61
+ 3.61%
$27.47 - $30.62 $1.68K - $1.87K
1.75K $51.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
25
+ 6.89%
$551.42 - $612.93 $13.8K - $15.3K
388 $217M
ASML
Asml Holding Nv

Technology
7
+ 175.0%
$662.63 - $776.99 $4.64K - $5.44K
11 $7.29M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
22
+ 0.65%
$37.07 - $40.63 $816 - $894
3.43K $135M
HON
Honeywell International Inc

Industrials
21
+ 36.21%
$202.75 - $226.52 $4.26K - $4.76K
79 $16.8M
SCHW
Schwab Charles Corp

Financial Services
1
+ 0.12%
$71.24 - $83.64 $71.2 - $83.6
858 $67.2M
PG
Procter & Gamble CO

Consumer Defensive
3
+ 0.3%
$158.56 - $176.26 $476 - $529
1.02K $174M
BBUS
J P Morgan Exchg Traded Fd

ETFs
37
+ 33.94%
$99.5 - $110.97 $3.68K - $4.11K
146 $14.7M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
6
+ 8.82%
$408.78 - $448.82 $2.45K - $2.69K
74 $31.2M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
1.43K
+ 10.75%
$16.57 - $18.85 $23.7K - $27K
14.8K $245M
XLF
Financial Sector Spdr

ETFs
2
+ 0.12%
$47.32 - $52.19 $94.6 - $104
1.64K $81.9M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
79
+ 7.9%
$48.02 - $53.02 $3.79K - $4.19K
1.08K $53.4M
XLU
Utilities Sector Spdr

ETFs
1
+ 0.15%
$74.7 - $80.27 $74.7 - $80.3
671 $52.9M
UNP
Union Pacific Corp

Industrials
8
+ 80.0%
$225.21 - $254.42 $1.8K - $2.04K
18 $4.25M
TMO
Thermo Fisher Scientific Inc.

Healthcare
4
+ 100.0%
$497.6 - $606.74 $1.99K - $2.43K
8 $3.98M
DGRO
Ishares Core Dividend Growth E

ETFs
22
+ 3.67%
$60.46 - $64.42 $1.33K - $1.42K
622 $38.4M
XLB
Select Sector Spdr Fd Material

ETFs
1
+ 0.12%
$83.19 - $90.99 $83.2 - $91
814 $70M
FMF
First Trust Managed Futures St

ETFs
155
+ 3.94%
$45.87 - $48.39 $7.11K - $7.5K
4.09K $189M
MOS
Mosaic CO

Basic Materials
3
+ 0.61%
$23.08 - $28.8 $69.2 - $86.4
495 $13.4M
NEE
Nextera Energy Inc

Utilities
27
+ 3.18%
$66.96 - $76.16 $1.81K - $2.06K
875 $62M
DHR
Danaher Corp

Healthcare
10
+ 27.78%
$201.62 - $250.59 $2.02K - $2.51K
46 $9.43M
Activity Summary
Buys All Purchases 168 New Holdings 42 Increased Positions 126 Sells All Sells 141 Reductions 141 Sold out 0 Options Calls 0 Puts 0
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