Synergy Investment Management, LLC Sells in Q2 2025

Synergy Investment Management, LLC

  • $166 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-9.8K
- 33.83%
$498.8 - $620.9 $4.89M - $6.08M
19.2K $11.9B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-38.2K
- 68.45%
$81.46 - $94.63 $3.12M - $3.62M
17.6K $1.67B
IEFA
Ishares Tr

ETFs
-23.9K
- 43.05%
$67.83 - $84.09 $1.62M - $2.01M
31.6K $2.63B
HEFA
Ishares Currency Hedged Msci E

ETFs
-34K
- 81.24%
$32.11 - $38.21 $1.09M - $1.3M
7.85K $298M
MBB
Ishares Tr

ETFs
-12.1K
- 66.94%
$91.41 - $94.22 $1.11M - $1.14M
5.97K $561M
MUB
Ishares National Muni Bond ETF

ETFs
-9.6K
- 45.76%
$102.31 - $105.8 $982K - $1.02M
11.4K $1.19B
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-16.6K
- 62.91%
$49.73 - $51.44 $826K - $855K
9.79K $504M
VGSH
Vanguard

ETFs
-13.1K
- 58.73%
$58.32 - $58.95 $763K - $772K
9.2K $541M
UNH
Unitedhealth Group Inc

Healthcare
-17
- 0.96%
$274.35 - $599.47 $4.66K - $10.2K
1.75K $547M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-8K
- 48.86%
$32.66 - $40.75 $261K - $326K
8.37K $339M
IGRO
Ishares Tr International Divid

ETFs
-2.59K
- 43.57%
$66.32 - $80.17 $172K - $208K
3.36K $265M
ICVT
Ishares Tr Convertible Bond Et

ETFs
-2.31K
- 33.11%
$78.98 - $90.1 $183K - $208K
4.68K $421M
DIS
Walt Disney CO

Communication Services
-1.73K
- 32.1%
$81.72 - $124.01 $141K - $215K
3.66K $454M
LLY
Eli Lilly & CO

Healthcare
-3
- 0.24%
$713.71 - $898.95 $2.14K - $2.7K
1.24K $964M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
-1.1K
- 11.83%
$46.39 - $47.84 $51.2K - $52.8K
8.22K $393M
MGV
Vanguard Mega Cap Value

ETFs
-367
- 6.2%
$114.87 - $131.25 $42.2K - $48.2K
5.55K $728M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-500
- 2.57%
$72.02 - $73.82 $36K - $36.9K
18.9K $1.39B
XLK
Technology Sector Spdr

ETFs
-418
- 22.36%
$179.73 - $253.23 $75.1K - $106K
1.45K $367M
FTCS
First Trust Capital Strength E

ETFs
-265
- 4.93%
$81.6 - $92.39 $21.6K - $24.5K
5.11K $464M
SUB
Ishares Short Term National Mu

ETFs
-127
- 2.04%
$104.77 - $106.34 $13.3K - $13.5K
6.1K $648M
VEA
Vanguard Ftse Developed Market

ETFs
-706
- 9.21%
$45.65 - $57.01 $32.2K - $40.2K
6.96K $397M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-2
- 0.01%
$38.18 - $45.52 $76.4 - $91
17.9K $785M
GLD
Spdr Gold Trust

ETFs
-5
- 0.74%
$273.71 - $316.29 $1.37K - $1.58K
667 $203M
VB
Vanguard Small Cap ETF

ETFs
-47
- 3.29%
$193.73 - $237.37 $9.11K - $11.2K
1.38K $327M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-17
- 0.58%
$90.56 - $109.49 $1.54K - $1.86K
2.91K $318M
ITA
Ishares Tr

ETFs
-250
- 13.47%
$135.31 - $188.64 $33.8K - $47.2K
1.61K $303M
TSLA
Tesla, Inc.

Consumer Cyclical
-19
- 1.62%
$221.86 - $362.89 $4.22K - $6.89K
1.15K $367M
GOOG
Alphabet Inc.

Communication Services
-79
- 1.89%
$146.58 - $180.01 $11.6K - $14.2K
4.09K $726M
VTI
Vanguard Total Stock Market Et

ETFs
-827
- 6.92%
$243.75 - $303.93 $202K - $251K
11.1K $3.38B
MGK
Vanguard Mega Cap Growth ETF

ETFs
-38
- 1.92%
$273.67 - $366.17 $10.4K - $13.9K
1.94K $710M
MSFT
Microsoft Corp

Technology
-39
- 2.14%
$354.56 - $497.45 $13.8K - $19.4K
1.78K $886M
META
Meta Platforms, Inc.

Communication Services
-23
- 1.63%
$484.66 - $738.09 $11.1K - $17K
1.39K $1.03B
AMZN
Amazon Com Inc

Consumer Cyclical
-80
- 0.63%
$167.32 - $223.3 $13.4K - $17.9K
12.6K $2.76B
Activity Summary
Buys All Purchases 32 New Holdings 1 Increased Positions 31 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Synergy Investment Management, LLC Portfolio

Follow Synergy Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Synergy Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Synergy Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email