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
IUSB
Ishares Core Total Usd Bond Ma

ETFs
12
+ 1.89%
$44.72 - $46.25 $537 - $555
647 $29.8M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
7
+ 0.91%
$42.18 - $45.16 $295 - $316
773 $34.2M
FTLS
First Tr Long/Short Equity ETF

ETFs
55
+ 3.76%
$63.42 - $68.17 $3.49K - $3.75K
1.52K $97.3M
TRP
Tc Energy Corp

Energy
9
+ 1.16%
$44.29 - $49.27 $399 - $443
787 $37.2M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
18
+ 13.64%
$42.38 - $43.28 $763 - $779
150 $6.38M
O
Realty Income Corp

Real Estate
1
+ 0.96%
$51.67 - $58.49 $51.7 - $58.5
105 $6.1M
AVRE
American Centy ETF Tr Avantis
2
+ 0.72%
$40.62 - $44.31 $81.2 - $88.6
280 $12M
REM
Ishares Tr Mtg Real Estate ETF

ETFs
1
+ 0.37%
$20.83 - $23.69 $20.8 - $23.7
268 $6.01M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
1
+ 0.94%
$50.87 - $51.09 $50.9 - $51.1
107 $5.45M
FPE
First Tr Pfd Secs & Income ETF

ETFs
14
+ 0.34%
$17.53 - $17.87 $245 - $250
4.16K $73.1M
AVT
Avnet Inc

Technology
5
+ 0.69%
$46.61 - $54.65 $233 - $273
727 $34.9M
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
2
+ 0.08%
$44.7 - $49.05 $89.4 - $98.1
2.61K $118M
ORCC
Owl Rock Capital Corp

Financial Services
46
+ 0.5%
N/A
9.19K $135M
SPMD
Spdr Portfolio

ETFs
25
+ 1.73%
$50.21 - $57.73 $1.26K - $1.44K
1.47K $75M
IWV
Ishares Russell 3000 ETF

ETFs
6
+ 1.03%
$313.1 - $349.83 $1.88K - $2.1K
591 $188M
META
Meta Platforms, Inc.

Communication Services
5
+ 0.35%
$576.36 - $736.67 $2.88K - $3.68K
1.41K $815M
CCL
Carnival Corp

Consumer Cyclical
100
+ 4.03%
$19.08 - $28.49 $1.91K - $2.85K
2.58K $50.4M
NVO
Novo Nordisk A S

Healthcare
56
+ 5.0%
$69.3 - $90.95 $3.88K - $5.09K
1.18K $81.7M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
77
+ 1.33%
$57.21 - $65.8 $4.41K - $5.07K
5.87K $343M
DLR
Digital Realty Trust, Inc.

Real Estate
18
+ 2.25%
$142.1 - $183.56 $2.56K - $3.3K
818 $117M
VXF
Vanguard Extended Market ETF

ETFs
71
+ 2.38%
$170.36 - $201.04 $12.1K - $14.3K
3.05K $525M
GOOGL
Alphabet Inc.

Communication Services
60
+ 3.83%
$154.33 - $206.19 $9.26K - $12.4K
1.63K $252M
MSFT
Microsoft Corp

Technology
7
+ 0.39%
$375.39 - $447.2 $2.63K - $3.13K
1.82K $683M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
3.3K
+ 5.59%
$40.03 - $46.81 $132K - $154K
62.2K $2.54B
VUG
Vanguard Growth ETF

ETFs
340
+ 0.78%
$369.1 - $427.61 $125K - $145K
44K $16.3B
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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