Synergy Asset Management, LLC Purchases in Q3 2024

Synergy Asset Management, LLC

  • $646 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
V
Visa Inc.

Financial Services
65.3K
+ 479.95%
$253.74 - $291.56 $16.6M - $19M
78.9K $21.7M
AAPL
Apple Inc.

Technology
51.6K
+ 43.44%
$207.23 - $234.82 $10.7M - $12.1M
171K $39.7M
MRK
Merck & Co., Inc.

Healthcare
120K
+ 359.54%
$111.15 - $128.97 $13.3M - $15.5M
153K $17.4M
PDD
Pinduoduo Inc.

Consumer Cyclical
86.2K
New
$89.17 - $151.11 $7.68M - $13M
86.2K $11.6M
CHE
Chemed Corp

Healthcare
19K
New
$527.82 - $600.97 $10M - $11.4M
19K $11.4M
CORT
Corcept Therapeutics Inc

Healthcare
193K
+ 2860.72%
$29.51 - $46.26 $5.7M - $8.94M
200K $9.25M
PGC
Peapack Gladstone Financial Corp

Financial Services
324K
New
$21.38 - $29.2 $6.92M - $9.45M
324K $8.87M
LRCX
Lam Research Corp

Technology
10.5K
New
$731.56 - $1127.3 $7.65M - $11.8M
10.5K $8.54M
AGYS
Agilysys Inc

Technology
72.3K
New
$100.4 - $113.1 $7.26M - $8.18M
72.3K $7.87M
ETN
Eaton Corp PLC

Industrials
23.6K
New
$272.52 - $333.02 $6.44M - $7.87M
23.6K $7.83M
BAC
Bank Of America Corp

Financial Services
173K
+ 166.88%
$36.65 - $44.13 $6.33M - $7.62M
276K $11M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
71.3K
+ 11.1%
$91.42 - $91.82 $6.52M - $6.55M
714K $65.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
12.8K
+ 484.3%
$405.19 - $478.57 $5.2M - $6.14M
15.5K $7.12M
MDT
Medtronic PLC

Healthcare
60.9K
+ 123.89%
$76.84 - $91.03 $4.68M - $5.54M
110K $9.9M
SPGI
S&P Global Inc.

Financial Services
11.3K
New
$446.32 - $527.38 $5.05M - $5.97M
11.3K $5.85M
ADI
Analog Devices Inc

Technology
23K
New
$200.56 - $243.33 $4.62M - $5.6M
23K $5.3M
GOOGL
Alphabet Inc.

Communication Services
40.9K
+ 38.99%
$148.65 - $191.18 $6.07M - $7.81M
146K $24.2M
CSCO
Cisco Systems, Inc.

Technology
83.9K
+ 1145.95%
$44.74 - $53.22 $3.75M - $4.47M
91.2K $4.86M
NVDA
Nvidia Corp

Technology
40.1K
+ 17.43%
$98.91 - $134.91 $3.97M - $5.42M
270K $32.8M
INKM
Ssga Active ETF Tr

ETFs
123K
New
$30.52 - $33.16 $3.75M - $4.08M
123K $4.03M
PFFA
Etfis Ser Tr I

ETFs
176K
New
$20.94 - $22.98 $3.68M - $4.03M
176K $4.01M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
323K
New
$11.52 - $12.52 $3.72M - $4.04M
323K $3.99M
BA
Boeing CO

Industrials
24.6K
+ 1364.54%
$152.04 - $190.6 $3.74M - $4.69M
26.4K $4.02M
CMCSA
Comcast Corp

Communication Services
84.1K
+ 144.62%
$37.33 - $41.78 $3.14M - $3.51M
142K $5.94M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
27.9K
New
$97.96 - $124.99 $2.73M - $3.48M
27.9K $3.47M
RING
Ishares Inc Msci Global Gold M

ETFs
103K
New
$27.51 - $34.67 $2.83M - $3.56M
103K $3.39M
AVGO
Broadcom Inc.

Technology
19.4K
New
$136.27 - $1745.86 $2.65M - $33.9M
19.4K $3.35M
SON
Sonoco Products CO

Consumer Cyclical
61.2K
New
$48.33 - $56.57 $2.96M - $3.46M
61.2K $3.35M
GE
General Electric CO

Industrials
14.9K
+ 182.98%
$156.66 - $189.66 $2.34M - $2.83M
23.1K $4.35M
WTRG
Essential Utilities, Inc.

Utilities
76.8K
New
$36.74 - $41.49 $2.82M - $3.19M
76.8K $2.96M
ADBE
Adobe Inc.

Technology
5.08K
+ 1353.6%
$508.13 - $586.55 $2.58M - $2.98M
5.45K $2.82M
T
At&T Inc.

Communication Services
109K
New
$18.21 - $22.28 $1.98M - $2.42M
109K $2.39M
MSFT
Microsoft Corp

Technology
9.82K
+ 8.72%
$395.15 - $467.56 $3.88M - $4.59M
122K $52.7M
HMC
Honda Motor CO LTD

Consumer Cyclical
69.6K
New
$29.02 - $33.61 $2.02M - $2.34M
69.6K $2.21M
GILD
Gilead Sciences, Inc.

Healthcare
20.5K
+ 110.61%
$66.59 - $83.99 $1.36M - $1.72M
39K $3.27M
IYJ
Ishares Tr

ETFs
14.4K
New
$118.32 - $133.67 $1.7M - $1.93M
14.4K $1.93M
FAD
First Tr Multi Cap Growth Alph

ETFs
14.4K
New
$118.04 - $133.6 $1.69M - $1.92M
14.4K $1.92M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
14.8K
+ 770.04%
$110.06 - $128.44 $1.63M - $1.9M
16.7K $2.12M
FHI
Federated Hermes, Inc.

Financial Services
47.1K
New
$32.18 - $37.3 $1.51M - $1.76M
47.1K $1.73M
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
17.9K
New
$82.69 - $94.63 $1.48M - $1.69M
17.9K $1.66M
TDIV
First Trust Nasdaq Technology

ETFs
19.4K
New
$70.51 - $81.07 $1.37M - $1.58M
19.4K $1.56M
DDIV
First Tr Exchnge Traded Fd Vi

ETFs
41.6K
New
$32.65 - $37.02 $1.36M - $1.54M
41.6K $1.53M
IPO
Renaissance Cap Greenwich Fds

ETFs
35.6K
New
$35.82 - $43.29 $1.28M - $1.54M
35.6K $1.53M
POR
Portland General Electric CO

Utilities
31.8K
New
$42.44 - $49.09 $1.35M - $1.56M
31.8K $1.52M
JOET
Virtus ETF Tr Ii Virtus Terran

ETFs
40.9K
New
$32.43 - $36.78 $1.33M - $1.51M
40.9K $1.51M
WFC
Wells Fargo & Company

Financial Services
24.7K
New
$51.58 - $60.97 $1.27M - $1.51M
24.7K $1.4M
CVX
Chevron Corp

Energy
11.4K
+ 30.3%
$137.88 - $161.97 $1.57M - $1.84M
48.9K $7.2M
VTI
Vanguard Total Stock Market Et

ETFs
2.86K
+ 13.81%
$255.18 - $283.2 $729K - $809K
23.5K $6.66M
MA
Mastercard Inc

Financial Services
987
+ 11.45%
$429.6 - $500.99 $424K - $494K
9.61K $4.75M
Activity Summary
Buys All Purchases 86 New Holdings 42 Increased Positions 44 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Synergy Asset Management, LLC Portfolio

Follow Synergy Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email