Financial Synergies Wealth Advisors, Inc. Portfolio Holdings

Financial Synergies Wealth Advisors, Inc.

  • $742 Billion
  • Q2 2024

Financial Synergies Wealth Advisors, Inc. has filed its 13F form on July 23, 2024 for Q2 2024 where it was disclosed a total value porftolio of $742 Billion distributed in 70 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $123B, Vanguard Growth ETF with a value of $92.3B, Vanguard Mid Cap ETF with a value of $81.3B, Vanguard Value ETF with a value of $74.9B, and Msci Eafe Value ETF with a value of $44.4B.

Examining the 13F form we can see an decrease of $19.8B in the current position value, from $762B to 742B.

Financial Synergies Wealth Advisors, Inc. is based out at Houston, TX

Below you can find more details about Financial Synergies Wealth Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $742 Billion
ETFs: $730 Billion
Energy: $6.59 Billion
Technology: $2.92 Billion
Consumer Cyclical: $1.41 Billion
Financial Services: $864 Million
Healthcare: $210 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$489B
$5.29 Billion 0.71% of portfolio
45,986
Q2 2024 Added 0.02%
$3.17T
$1.35 Billion 0.18% of portfolio
3,025
Q2 2024 Added 16.3%
$3.5T
$1.15 Billion 0.16% of portfolio
5,465
Q2 2024 Added 2.49%
$309B
$853 Million 0.11% of portfolio
5,454
Q2 2024 Added 4.68%
$1.86T
$651 Million 0.09% of portfolio
3,369
Q2 2024 Reduced 0.77%
$569B
$500 Million 0.07% of portfolio
1,228
Q3 2021 Added 1.08%
$282B
$421 Million 0.06% of portfolio
3,411
Q2 2024 Added 1,056.27%

Summary

  • Portfolio
  • No. of Stocks 70
  • Current Value $742 Billion
  • Prior Value $762 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 23, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 1 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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