Financial Synergies Wealth Advisors, Inc. Portfolio Holdings

Financial Synergies Wealth Advisors, Inc.

  • $805 Billion
  • Q3 2024

Financial Synergies Wealth Advisors, Inc. has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $805 Billion distributed in 95 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 $131B, Vanguard Growth ETF with a value of $95.9B, Vanguard Mid Cap ETF with a value of $91B, Vanguard Value ETF with a value of $83.9B, and Msci Eafe Value ETF with a value of $48.8B.

Examining the 13F form we can see an increase of $63B in the current position value, from $742B to 805B.

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 $805 Billion
ETFs: $788 Billion
Technology: $6.73 Billion
Energy: $6.67 Billion
Consumer Cyclical: $1.8 Billion
Financial Services: $1.24 Billion
Industrials: $220 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.33B
$237 Million 0.03% of portfolio
8,103
Q3 2024 Reduced 31.84%

Summary

  • Portfolio
  • No. of Stocks 95
  • Current Value $805 Billion
  • Prior Value $742 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 9 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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