Synergy Investment Management, LLC New Holdings in Q4 2024

Synergy Investment Management, LLC

  • $233 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RS
Reliance Steel & Aluminum CO

Basic Materials
21
New
$264.2 - $326.32 $5.55K - $6.85K
21 $5.48M
SCCO
Southern Copper Corp

Basic Materials
60
New
$91.13 - $117.95 $5.47K - $7.08K
60 $5.47M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
106
New
$50.73 - $51.08 $5.38K - $5.41K
106 $5.39M
GM
General Motors CO

Consumer Cyclical
101
New
$44.82 - $60.2 $4.53K - $6.08K
101 $5.38M
HPE
Hewlett Packard Enterprise CO

Technology
250
New
$19.31 - $23.95 $4.83K - $5.99K
250 $5.34M
CMCSA
Comcast Corp

Communication Services
142
New
$37.39 - $45.14 $5.31K - $6.41K
142 $5.33M
CSL
Carlisle Companies Inc

Industrials
15
New
$368.67 - $480.91 $5.53K - $7.21K
15 $5.23M
FTSL
First Trust Senior Ln Fund

ETFs
113
New
$45.9 - $46.48 $5.19K - $5.25K
113 $5.19M
DFAE
Dimensional ETF Tr

ETFs
205
New
$25.36 - $28.15 $5.2K - $5.77K
205 $5.19M
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
104
New
N/A
104 $5.17M
RACE
Ferrari N.V.

Consumer Cyclical
12
New
$422.83 - $490.34 $5.07K - $5.88K
12 $5.1M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
21
New
$238.25 - $261.28 $5K - $5.49K
21 $5.09M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
24
New
$198.04 - $221.51 $4.75K - $5.32K
24 $5.05M
TNL
Travel & Leisure Co.

Consumer Cyclical
100
New
$45.26 - $56.28 $4.53K - $5.63K
100 $5.05M
XLG
Invesco Exchange Traded Fd Tr

ETFs
100
New
$46.94 - $51.62 $4.69K - $5.16K
100 $5M
BNDX
Vanguard Total International B

ETFs
100
New
$48.91 - $50.61 $4.89K - $5.06K
100 $4.91M
Ge Healthcare
62
New
N/A
62 $4.85M
PM
Philip Morris International Inc.

Consumer Defensive
40
New
$118.38 - $133.06 $4.74K - $5.32K
40 $4.81M
JOE
St Joe CO

Real Estate
107
New
$43.8 - $59.68 $4.69K - $6.39K
107 $4.81M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
64
New
$74.5 - $78.37 $4.77K - $5.02K
64 $4.78M
FTNT
Fortinet, Inc.

Technology
50
New
$76.49 - $99.21 $3.82K - $4.96K
50 $4.72M
APD
Air Products & Chemicals, Inc.

Basic Materials
16
New
$285.5 - $335.62 $4.57K - $5.37K
16 $4.64M
MNST
Monster Beverage Corp

Consumer Defensive
88
New
$49.24 - $56.38 $4.33K - $4.96K
88 $4.63M
CPRT
Copart Inc

Consumer Cyclical
80
New
$51.36 - $63.8 $4.11K - $5.1K
80 $4.59M
GS
Goldman Sachs Group Inc

Financial Services
8
New
$486.1 - $608.57 $3.89K - $4.87K
8 $4.58M
EXLS
Exl Service Holdings, Inc.

Technology
100
New
$38.1 - $47.02 $3.81K - $4.7K
100 $4.44M
TTEK
Tetra Tech Inc

Industrials
111
New
$39.8 - $50.52 $4.42K - $5.61K
111 $4.41M
HPQ
Hp Inc

Technology
132
New
$32.46 - $39.3 $4.28K - $5.19K
132 $4.29M
NVS
Novartis Ag

Healthcare
44
New
$96.78 - $117.18 $4.26K - $5.16K
44 $4.28M
TM
Toyota Motor Corp

Consumer Cyclical
22
New
$169.2 - $199.52 $3.72K - $4.39K
22 $4.28M
PLD
Prologis, Inc.

Real Estate
41
New
$101.4 - $126.96 $4.16K - $5.21K
41 $4.25M
ECL
Ecolab Inc.

Basic Materials
18
New
$234.32 - $261.43 $4.22K - $4.71K
18 $4.22M
BKR
Baker Hughes CO

Energy
102
New
$35.98 - $44.88 $3.67K - $4.58K
102 $4.18M
VLO
Valero Energy Corp

Energy
34
New
$118.59 - $144.02 $4.03K - $4.9K
34 $4.17M
BETZ
Listed Fds Trroundhill Sports
218
New
N/A
218 $4.13M
CNC
Centene Corp

Healthcare
68
New
$56.71 - $73.94 $3.86K - $5.03K
68 $4.12M
SCHC
Schwab Strategic Tr Intl Small

ETFs
119
New
$33.93 - $38.37 $4.04K - $4.57K
119 $4.09M
SHW
Sherwin Williams CO

Basic Materials
12
New
$338.75 - $399.71 $4.07K - $4.8K
12 $4.08M
Corpay Inc
12
New
N/A
12 $4.06M
RELX
Relx PLC

Communication Services
88
New
$44.45 - $48.63 $3.91K - $4.28K
88 $4M
ES
Eversource Energy

Utilities
68
New
$55.9 - $67.73 $3.8K - $4.61K
68 $3.9M
DVYE
Ishares Emerging Markets Divid

ETFs
151
New
$25.42 - $29.74 $3.84K - $4.49K
151 $3.9M
LYFT
Lyft, Inc.

Technology
300
New
$12.36 - $18.59 $3.71K - $5.58K
300 $3.87M
MLN
Vaneck Long Muni ETF

ETFs
215
New
$17.61 - $18.29 $3.79K - $3.93K
215 $3.84M
MCO
Moodys Corp

Financial Services
8
New
$454.04 - $500.88 $3.63K - $4.01K
8 $3.79M
KLAC
Kla Corp

Technology
6
New
$614.46 - $829.55 $3.69K - $4.98K
6 $3.78M
MO
Altria Group, Inc.

Consumer Defensive
72
New
$49.06 - $57.74 $3.53K - $4.16K
72 $3.77M
DUK
Duke Energy Corp

Utilities
34
New
$105.76 - $120.76 $3.6K - $4.11K
34 $3.66M
CTAS
Cintas Corp

Industrials
20
New
$182.7 - $226.47 $3.65K - $4.53K
20 $3.65M
Activity Summary
Buys All Purchases 637 New Holdings 637 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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