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
AVUV
American Centy ETF Tr Avantis

ETFs
489
New
$94.37 - $106.41 $46.1K - $52K
489 $47.2M
TMUS
T Mobile Us, Inc.

Communication Services
200
New
$206.1 - $246.94 $41.2K - $49.4K
200 $44.1M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
77
New
$563.99 - $620.12 $43.4K - $47.7K
77 $43.9M
WMB
Williams Companies, Inc.

Energy
808
New
$46.37 - $59.74 $37.5K - $48.3K
808 $43.7M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
405
New
$103.6 - $112.52 $42K - $45.6K
405 $42.5M
USRT
Ishares Core U.S. Reit ETF

ETFs
729
New
$55.97 - $62.75 $40.8K - $45.7K
729 $41.8M
Blackrock Fdg
40
New
N/A
40 $40.1M
RPM
Rpm International Inc

Basic Materials
323
New
$120.09 - $140.26 $38.8K - $45.3K
323 $39.7M
TSCO
Tractor Supply CO

Consumer Cyclical
746
New
$52.59 - $303.74 $39.2K - $227K
746 $39.6M
GILD
Gilead Sciences, Inc.

Healthcare
428
New
$83.95 - $97.9 $35.9K - $41.9K
428 $39.5M
PID
Invesco Exchange Traded Fd Tr

ETFs
2.12K
New
N/A
2.12K $38.9M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
1.53K
New
$24.94 - $26.14 $38.2K - $40K
1.53K $38.3M
AVT
Avnet Inc

Technology
722
New
$52.09 - $57.69 $37.6K - $41.7K
722 $37.8M
DKNG
Draft Kings Inc.

Consumer Cyclical
1K
New
$35.32 - $44.84 $35.3K - $44.8K
1K $37.2M
DGRO
Ishares Core Dividend Growth E

ETFs
600
New
$60.73 - $64.94 $36.4K - $39K
600 $36.8M
TRP
Tc Energy Corp

Energy
778
New
$44.03 - $50.23 $34.3K - $39.1K
778 $36.2M
Healthcare Realty
2.13K
New
N/A
2.13K $36.1M
CSCO
Cisco Systems, Inc.

Technology
609
New
$52.45 - $60.02 $31.9K - $36.6K
609 $36M
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
615
New
$57.96 - $64.2 $35.6K - $39.5K
615 $35.8M
ACWI
Ishares Msci Acwi ETF

ETFs
301
New
$117.05 - $123.03 $35.2K - $37K
301 $35.4M
AVGO
Broadcom Inc.

Technology
150
New
$159.67 - $250.0 $24K - $37.5K
150 $34.8M
ORCL
Oracle Corp

Technology
205
New
$165.41 - $192.43 $33.9K - $39.4K
205 $34M
AMGN
Amgen Inc

Healthcare
130
New
$258.78 - $328.31 $33.6K - $42.7K
130 $33.9M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
766
New
$43.02 - $47.32 $33K - $36.2K
766 $33.1M
NTAP
Net App, Inc.

Technology
276
New
$115.31 - $131.11 $31.8K - $36.2K
276 $32M
SCHO
Schwab Short Term Us Treasury

ETFs
1.31K
New
$24.06 - $48.88 $31.5K - $63.9K
1.31K $31.5M
FIBR
Ishares U.S. Fixed Income Bala

ETFs
360
New
$86.49 - $88.43 $31.1K - $31.8K
360 $31.2M
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
771
New
$40.34 - $40.62 $31.1K - $31.3K
771 $31.2M
COST
Costco Wholesale Corp

Consumer Defensive
34
New
$873.59 - $994.69 $29.7K - $33.8K
34 $31.2M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
760
New
$40.41 - $45.12 $30.7K - $34.3K
760 $30.8M
SPSB
Spdr Portfolio Short Term Corp

ETFs
1.03K
New
$29.77 - $30.19 $30.7K - $31.1K
1.03K $30.8M
QTEC
First Trust Nasdaq 100 Technol

ETFs
163
New
$185.87 - $204.12 $30.3K - $33.3K
163 $30.7M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
400
New
$47.29 - $84.74 $18.9K - $33.9K
400 $29.6M
RWR
Spdr Dow Jones Reit ETF

ETFs
291
New
$97.84 - $108.61 $28.5K - $31.6K
291 $28.7M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
635
New
$45.07 - $47.1 $28.6K - $29.9K
635 $28.7M
SRE
Sempra Energy

Utilities
327
New
$80.81 - $94.77 $26.4K - $31K
327 $28.7M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
250
New
$114.08 - $125.68 $28.5K - $31.4K
250 $28.6M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
68
New
$417.69 - $450.94 $28.4K - $30.7K
68 $28.6M
FAD
First Tr Multi Cap Growth Alph

ETFs
205
New
$131.79 - $150.3 $27K - $30.8K
205 $28.3M
Invesco Galaxy
302
New
N/A
302 $28.2M
EPR
Epr Properties

Real Estate
612
New
$43.17 - $49.39 $26.4K - $30.2K
612 $27.1M
IYR
Ishares Tr

ETFs
291
New
$90.74 - $102.87 $26.4K - $29.9K
291 $27M
XLI
Industrial Sector Spdr

ETFs
205
New
$131.76 - $143.99 $27K - $29.5K
205 $26.9M
INTC
Intel Corp

Technology
1.33K
New
$19.07 - $26.23 $25.4K - $34.9K
1.33K $26.7M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
318
New
$79.95 - $89.42 $25.4K - $28.4K
318 $26.6M
VLUE
Ishares Msci Usa Value Factor

ETFs
250
New
$104.01 - $115.38 $26K - $28.8K
250 $26.4M
IXN
Ishares Global Information Tec

ETFs
300
New
$80.67 - $87.84 $24.2K - $26.4K
300 $25.4M
Northern Lts Fd Tr Iv
1.11K
New
N/A
1.11K $24.6M
AEE
Ameren Corp

Utilities
275
New
$85.81 - $94.98 $23.6K - $26.1K
275 $24.5M
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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