Synergy Asset Management, LLC Purchases in Q2 2025

Synergy Asset Management, LLC

  • $851 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IRDM
Iridium Communications Inc.

Communication Services
662K
New
$21.57 - $30.17 $14.3M - $20M
662K $20M
ELV
Elevance Health, Inc.

Healthcare
50.1K
+ 2431.15%
$372.27 - $452.69 $18.7M - $22.7M
52.2K $20.3M
NEM
Newmont Corp

Basic Materials
326K
New
$44.18 - $59.46 $14.4M - $19.4M
326K $19M
DOCS
Doximity, Inc.

Healthcare
302K
New
$50.71 - $61.34 $15.3M - $18.5M
302K $18.5M
LLY
Eli Lilly & CO

Healthcare
22.8K
+ 554.13%
$713.71 - $898.95 $16.2M - $20.5M
26.9K $20.9M
AVGO
Broadcom Inc.

Technology
21.5K
+ 31.76%
$146.29 - $275.65 $3.15M - $5.93M
89.2K $24.6M
TSLA
Tesla, Inc.

Consumer Cyclical
30.6K
+ 51.84%
$221.86 - $362.89 $6.79M - $11.1M
89.6K $28.5M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
104K
+ 19.59%
$91.43 - $91.74 $9.55M - $9.58M
638K $58.5M
META
Meta Platforms, Inc.

Communication Services
3.67K
+ 10.98%
$484.66 - $738.09 $1.78M - $2.71M
37.1K $27.4M
EVRG
Evergy, Inc.

Utilities
74.5K
New
$64.06 - $69.64 $4.77M - $5.19M
74.5K $5.13M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
202K
New
$17.99 - $18.99 $3.64M - $3.84M
202K $3.84M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
131K
New
$27.29 - $29.28 $3.58M - $3.84M
131K $3.84M
IBND
Spdr Bloomberg International C

ETFs
117K
New
$29.46 - $32.59 $3.45M - $3.82M
117K $3.82M
AEM
Agnico Eagle Mines LTD

Basic Materials
30.4K
New
$99.48 - $124.46 $3.03M - $3.79M
30.4K $3.62M
GPC
Genuine Parts CO

Consumer Cyclical
29K
New
$105.54 - $129.09 $3.06M - $3.74M
29K $3.52M
RIO
Rio Tinto PLC

Basic Materials
55.2K
New
$52.32 - $62.75 $2.89M - $3.46M
55.2K $3.22M
VTI
Vanguard Total Stock Market Et

ETFs
6.47K
+ 22.12%
$243.75 - $303.93 $1.58M - $1.97M
35.7K $10.9M
ES
Eversource Energy

Utilities
41.4K
New
$54.25 - $65.89 $2.24M - $2.72M
41.4K $2.63M
TDIV
First Trust Nasdaq Technology

ETFs
27K
New
$64.41 - $90.17 $1.74M - $2.44M
27K $2.44M
IPKW
Invesco ETF Tr Ii Internationa

ETFs
49.8K
New
$38.78 - $49.2 $1.93M - $2.45M
49.8K $2.42M
MDT
Medtronic PLC

Healthcare
30.6K
+ 31.11%
$80.68 - $88.86 $2.47M - $2.72M
129K $11.2M
OEF
Ishares S&P 100 ETF

ETFs
7.96K
New
N/A
7.96K $2.12M
MSM
Msc Industrial Direct CO Inc

Industrials
24.3K
New
$70.15 - $85.48 $1.71M - $2.08M
24.3K $2.07M
IMOM
Ea Ser Tr Alpha Architect Intl

ETFs
57.7K
New
$24.59 - $33.96 $1.42M - $1.96M
57.7K $1.96M
FFTY
Innovator Etfs Tr Ibd 50 ETF (

ETFs
60.2K
New
$23.76 - $32.49 $1.43M - $1.96M
60.2K $1.96M
VEA
Vanguard Ftse Developed Market

ETFs
28.4K
+ 358.78%
$45.65 - $57.01 $1.3M - $1.62M
36.3K $2.07M
ARKF
Ark ETF Tr Fintech Innovation

ETFs
32.3K
New
$29.19 - $50.24 $944K - $1.63M
32.3K $1.63M
ABBV
Abb Vie Inc.

Healthcare
9.74K
+ 95.86%
$170.16 - $206.27 $1.66M - $2.01M
19.9K $3.69M
GLDM
World Gold Trust

ETFs
22K
New
$58.96 - $67.97 $1.3M - $1.5M
22K $1.44M
TMO
Thermo Fisher Scientific Inc.

Healthcare
3.52K
New
$390.26 - $489.06 $1.37M - $1.72M
3.52K $1.43M
FPA
First Trust Asia Pacific Ex Ja

ETFs
39.9K
New
$25.57 - $36.11 $1.02M - $1.44M
39.9K $1.42M
LHX
L3 Harris Technologies, Inc.

Industrials
4.86K
New
$200.21 - $256.99 $972K - $1.25M
4.86K $1.22M
ADI
Analog Devices Inc

Technology
1.06K
+ 4.2%
$164.6 - $238.02 $174K - $252K
26.3K $6.25M
CVX
Chevron Corp

Energy
16.9K
+ 31.52%
$133.73 - $168.51 $2.26M - $2.85M
70.5K $10.1M
GL
Globe Life Inc.

Financial Services
8.96K
New
$113.29 - $133.09 $1.02M - $1.19M
8.96K $1.11M
PEP
Pepsico Inc

Consumer Defensive
8.43K
New
$128.02 - $151.37 $1.08M - $1.28M
8.43K $1.11M
HON
Honeywell International Inc

Industrials
1.38K
+ 3.9%
$182.86 - $232.88 $253K - $322K
36.9K $8.59M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
10.1K
+ 24.39%
$96.84 - $99.46 $979K - $1.01M
51.6K $5.11M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
9.55K
+ 2.22%
$100.35 - $100.71 $959K - $962K
440K $44.3M
CSCO
Cisco Systems, Inc.

Technology
4.3K
+ 5.05%
$53.19 - $69.38 $228K - $298K
89.4K $6.2M
APO
Apollo Global Management, Inc.

Financial Services
6.54K
New
$108.68 - $145.07 $711K - $949K
6.54K $927K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
11.6K
New
$58.41 - $72.69 $680K - $846K
11.6K $845K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
15K
New
$39.89 - $49.46 $600K - $744K
15K $743K
PLTR
Palantir Technologies Inc.

Technology
2.61K
+ 37.14%
$74.01 - $144.25 $193K - $376K
9.62K $1.31M
MUB
Ishares National Muni Bond ETF

ETFs
6.04K
New
$102.31 - $105.8 $618K - $639K
6.04K $630K
IEV
Ishares Tr Europe ETF

ETFs
9.3K
New
$51.8 - $64.59 $482K - $601K
9.3K $588K
SPGI
S&P Global Inc.

Financial Services
497
+ 4.1%
$438.31 - $527.29 $218K - $262K
12.6K $6.66M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
714
+ 46.42%
$456.74 - $568.03 $326K - $406K
2.25K $1.28M
EPP
Ishares Inc

ETFs
8.54K
New
$38.85 - $49.83 $332K - $425K
8.54K $421K
Activity Summary
Buys All Purchases 119 New Holdings 58 Increased Positions 61 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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