Synergy Investment Management, LLC Reduced Holdings in Q3 2025

Synergy Investment Management, LLC

  • $262 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-432K
- 80.97%
$26.38 - $27.95 $11.4M - $12.1M
102K $2.77B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-52.9K
- 79.31%
$42.26 - $47.16 $2.23M - $2.49M
13.8K $639M
EFG
Msci Eafe Growth ETF

ETFs
-15.7K
- 68.29%
$106.99 - $114.46 $1.68M - $1.8M
7.29K $830M
EFV
Msci Eafe Value ETF

ETFs
-29.5K
- 33.84%
$62.79 - $68.42 $1.85M - $2.02M
57.7K $3.91B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-8.69K
- 49.29%
$94.17 - $99.95 $818K - $868K
8.94K $893M
IEFA
Ishares Tr

ETFs
-5.97K
- 18.92%
$81.7 - $87.53 $488K - $523K
25.6K $2.23B
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-3.14K
- 32.05%
$50.73 - $52.47 $159K - $165K
6.66K $348M
MBB
Ishares Tr

ETFs
-1.65K
- 27.56%
$92.46 - $95.73 $152K - $158K
4.33K $412M
VGSH
Vanguard

ETFs
-2.24K
- 24.4%
$58.43 - $58.88 $131K - $132K
6.95K $409M
VB
Vanguard Small Cap ETF

ETFs
-557
- 40.36%
$237.58 - $259.17 $132K - $144K
823 $209M
DIS
Walt Disney CO

Communication Services
-298
- 8.14%
$112.25 - $124.0 $33.5K - $37K
3.36K $385M
AMZN
Amazon Com Inc

Consumer Cyclical
-205
- 1.63%
$211.65 - $238.24 $43.4K - $48.8K
12.4K $2.72B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.38K
- 16.44%
$39.8 - $42.86 $54.8K - $59K
7K $299M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-727
- 12.27%
$74.93 - $80.73 $54.5K - $58.7K
5.2K $419M
FTCS
First Trust Capital Strength E

ETFs
-342
- 6.69%
$89.72 - $93.74 $30.7K - $32.1K
4.77K $446M
XLK
Technology Sector Spdr

ETFs
-139
- 9.58%
$250.97 - $282.66 $34.9K - $39.3K
1.31K $370M
FVD
First Tr Value Line Divid Inde

ETFs
-201
- 2.18%
$44.73 - $46.86 $8.99K - $9.42K
9.03K $418M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-899
- 5.01%
$43.65 - $46.42 $39.2K - $41.7K
17K $791M
MCD
Mcdonalds Corp

Consumer Cyclical
-10
- 1.08%
$291.67 - $316.99 $2.92K - $3.17K
918 $279M
TDIV
First Trust Nasdaq Technology

ETFs
-227
- 5.8%
$89.27 - $100.33 $20.3K - $22.8K
3.68K $363M
ITA
Ishares Tr

ETFs
-100
- 6.23%
$184.73 - $209.26 $18.5K - $20.9K
1.51K $315M
JNJ
Johnson & Johnson

Healthcare
-394
- 14.81%
$155.17 - $185.42 $61.1K - $73.1K
2.27K $420M
VTV
Vanguard Value ETF

ETFs
-115
- 1.37%
$175.51 - $186.57 $20.2K - $21.5K
8.28K $1.54B
SECT
Sector 10, Inc.

ETFs
-2.07K
- 4.68%
$57.95 - $63.16 $120K - $130K
42.1K $2.65B
VTI
Vanguard Total Stock Market Et

ETFs
-530
- 4.77%
$303.93 - $329.86 $161K - $175K
10.6K $3.48B
TSLA
Tesla, Inc.

Consumer Cyclical
-56
- 4.85%
$293.94 - $444.72 $16.5K - $24.9K
1.1K $488M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-290
- 0.56%
$72.65 - $78.68 $21.1K - $22.8K
51.4K $4.02B
NVDA
Nvidia Corp

Technology
-226
- 1.46%
$153.3 - $186.58 $34.6K - $42.2K
15.3K $2.85B
VUG
Vanguard Growth ETF

ETFs
-1.49K
- 3.37%
$433.97 - $484.08 $646K - $720K
42.6K $20.4B
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
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