Synergy Asset Management, LLC Purchases and Sells in Q2 2025

Synergy Asset Management, LLC

$851 Million
Q2 2025

Top Buys

Incresed Positions

61 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ELV	50.1K + 2431.15%	$372.27 - $452.69 $18.7M - $22.7M	52.2K $20.3M
LLY	22.8K + 554.13%	$713.71 - $898.95 $16.2M - $20.5M	26.9K $20.9M
AVGO	21.5K + 31.76%	$146.29 - $275.65 $3.15M - $5.93M	89.2K $24.6M
TSLA	30.6K + 51.84%	$221.86 - $362.89 $6.79M - $11.1M	89.6K $28.5M
BIL	104K + 19.59%	$91.43 - $91.74 $9.55M - $9.58M	638K $58.5M
META	3.67K + 10.98%	$484.66 - $738.09 $1.78M - $2.71M	37.1K $27.4M

New Holdings

58 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IRDM	662K New	$21.57 - $30.17 $14.3M - $20M	662K $20M
NEM	326K New	$44.18 - $59.46 $14.4M - $19.4M	326K $19M
DOCS	302K New	$50.71 - $61.34 $15.3M - $18.5M	302K $18.5M
EVRG	74.5K New	$64.06 - $69.64 $4.77M - $5.19M	74.5K $5.13M
AMCR	554K New	$8.57 - $9.81 $4.75M - $5.44M	554K $5.09M
FPEI	202K New	$17.99 - $18.99 $3.64M - $3.84M	202K $3.84M

Top Sells

Reduced Positions

56 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SLB	-399K - 90.79%	$31.95 - $42.2 $12.7M - $16.8M	40.4K $1.37M
PG	-92K - 96.37%	$157.66 - $172.39 $14.5M - $15.9M	3.47K $552K
ADBE	-31K - 81.84%	$340.0 - $420.68 $10.5M - $13M	6.87K $2.66M
GILD	-102K - 95.38%	$96.91 - $113.0 $9.84M - $11.5M	4.92K $545K
AAPL	-15.5K - 8.79%	$172.42 - $223.89 $2.67M - $3.46M	160K $32.9M
AXS	-48.6K - 18.39%	$87.23 - $106.93 $4.24M - $5.2M	216K $22.4M

Activity Summary All Purchases 119 New Holdings 58 Increased Positions 61 All Sells 56 Reductions 56 Sold out 0 Calls 0 Puts 0

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