Synergy Asset Management, LLC Purchases and Sells in Q3 2025

Synergy Asset Management, LLC

172 operations

Stock	Shares change	Price Range	Shares Held
MSFT	459K + 289.85%	$491.09 - $535.64 $225M - $246M	618K $320M
NVDA	774K + 279.67%	$153.3 - $186.58 $119M - $144M	1.05M $196M
SGOV	1.26M + 287.03%	$100.37 - $100.74 $127M - $127M	1.7M $172M
BIL	1.24M + 194.69%	$91.44 - $91.77 $114M - $114M	1.88M $172M
META	105K + 281.75%	$695.21 - $791.73 $72.7M - $82.8M	142K $104M
TSLA	114K + 127.16%	$293.94 - $444.72 $33.5M - $50.7M	204K $90.6M

72 operations

Stock	Shares change	Price Range	Shares Held
CFG	1.14M New	$46.1 - $53.65 $52.4M - $61M	1.14M $60.4M
UNP	132K New	$214.91 - $237.16 $28.4M - $31.4M	132K $31.3M
TDY	42.9K New	$509.51 - $586.04 $21.9M - $25.2M	42.9K $25.2M
TMUS	67.9K New	$226.02 - $259.01 $15.3M - $17.6M	67.9K $16.3M
MU	87.5K New	$104.88 - $168.89 $9.18M - $14.8M	87.5K $14.6M
WFC	128K New	$77.05 - $85.16 $9.86M - $10.9M	128K $10.7M

4 operations

Stock	Shares change	Price Range	Shares Held
ABT	-40.1K - 95.33%	$120.51 - $136.62 $4.83M - $5.48M	1.96K $263K
FDG	-1.63K - 32.81%	$108.35 - $122.35 $177K - $200K	3.34K $402K
MMM	-542 - 12.18%	$144.41 - $160.2 $78.3K - $86.8K	3.91K $606K
T	-55 - 0.77%	$26.94 - $29.62 $1.48K - $1.63K	7.12K $201K

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

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