Synergy Asset Management, LLC Purchases in Q4 2024

Synergy Asset Management, LLC

  • $1.25 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NHI
National Health Investors Inc

Real Estate
94
New
$68.83 - $83.01 $6.47K - $7.8K
94 $6K
CMI
Cummins Inc

Industrials
20
New
$324.93 - $383.42 $6.5K - $7.67K
20 $6K
OGN
Organon & Co.

Healthcare
449
New
$14.44 - $18.83 $6.48K - $8.45K
449 $6K
NKE
Nike, Inc.

Consumer Cyclical
82
New
$73.36 - $89.13 $6.02K - $7.31K
82 $6K
MAS
Masco Corp

Industrials
90
New
$72.52 - $85.73 $6.53K - $7.72K
90 $6K
EPAM
Epam Systems, Inc.

Technology
37
New
N/A
37 $6K
VB
Vanguard Small Cap ETF

ETFs
27
New
$233.76 - $261.58 $6.31K - $7.06K
27 $6K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
145
New
$46.46 - $51.66 $6.74K - $7.49K
145 $6K
SLM
Slm Corp

Financial Services
241
New
$21.37 - $28.14 $5.15K - $6.78K
241 $6K
GIS
General Mills Inc

Consumer Defensive
97
New
$62.78 - $74.62 $6.09K - $7.24K
97 $6K
TFC
Truist Financial Corp

Financial Services
154
New
$41.51 - $48.1 $6.39K - $7.41K
154 $6K
IWP
Ishares Russell Mid Cap Growth

ETFs
55
New
$116.4 - $138.52 $6.4K - $7.62K
55 $6K
GLOB
Globant S.A.

Technology
31
New
$193.45 - $236.83 $6K - $7.34K
31 $6K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
141
New
$45.17 - $47.23 $6.37K - $6.66K
141 $6K
TBJL
Innovator 20+ Year Treasury Bo

ETFs
344
New
$19.57 - $21.07 $6.73K - $7.25K
344 $6K
EQIX
Equinix Inc

Real Estate
7
New
$865.69 - $985.0 $6.06K - $6.9K
7 $6K
INTA
Intapp, Inc.

Technology
100
New
$43.86 - $70.0 $4.39K - $7K
100 $6K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
67
New
$77.02 - $78.58 $5.16K - $5.26K
67 $5K
EPP
Ishares Inc

ETFs
125
New
$43.59 - $49.13 $5.45K - $6.14K
125 $5K
TBF
Proshares Trust Short 20+ Trea

ETFs
242
New
$21.97 - $24.64 $5.32K - $5.96K
242 $5K
HAUZ
Dbx ETF Tr Xtrackers Internati

ETFs
284
New
$19.74 - $23.59 $5.61K - $6.7K
284 $5K
FVD
First Tr Value Line Divid Inde

ETFs
122
New
$43.4 - $46.7 $5.29K - $5.7K
122 $5K
PFI
Invesco Exchange Traded Fd Tr

ETFs
100
New
$54.89 - $63.81 $5.49K - $6.38K
100 $5K
MUSA
Murphy Usa Inc.

Consumer Cyclical
10
New
$473.11 - $555.48 $4.73K - $5.55K
10 $5K
RSP
Invesco S&P 500 Equal Weight E

ETFs
32
New
$174.22 - $187.62 $5.58K - $6K
32 $5K
PSX
Phillips 66

Energy
49
New
$110.35 - $138.93 $5.41K - $6.81K
49 $5K
LYFT
Lyft, Inc.

Technology
445
New
$12.36 - $18.59 $5.5K - $8.27K
445 $5K
XAR
Spdr S&P Aerospace & Defense E

ETFs
32
New
$153.8 - $176.52 $4.92K - $5.65K
32 $5K
CPRT
Copart Inc

Consumer Cyclical
93
New
$51.36 - $63.8 $4.78K - $5.93K
93 $5K
CNM
Core & Main, Inc.

Industrials
107
New
$41.91 - $55.78 $4.48K - $5.97K
107 $5K
DXCM
Dexcom Inc

Healthcare
75
New
$65.68 - $81.01 $4.93K - $6.08K
75 $5K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
103
New
$50.37 - $50.6 $5.19K - $5.21K
103 $5K
RC
Ready Capital Corp

Real Estate
772
New
$6.71 - $7.57 $5.18K - $5.84K
772 $5K
YUM
Yum Brands Inc

Consumer Cyclical
40
New
$130.36 - $139.54 $5.21K - $5.58K
40 $5K
EXP
Eagle Materials Inc

Basic Materials
23
New
$246.48 - $315.29 $5.67K - $7.25K
23 $5K
DRI
Darden Restaurants Inc

Consumer Cyclical
30
New
$155.96 - $188.66 $4.68K - $5.66K
30 $5K
ACIO
ETF Ser Solutions Aptus Collar

ETFs
146
New
$39.5 - $41.38 $5.77K - $6.04K
146 $5K
HDB
Hdfc Bank LTD

Financial Services
85
New
$59.45 - $68.01 $5.05K - $5.78K
85 $5K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
741
New
$5.64 - $5.93 $4.18K - $4.39K
741 $4K
PJUL
Innovator U.S. Equity Power Bu

ETFs
113
New
$40.12 - $41.68 $4.53K - $4.71K
113 $4K
UPS
United Parcel Service Inc

Industrials
35
New
$122.65 - $138.35 $4.29K - $4.84K
35 $4K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
108
New
$38.37 - $42.82 $4.14K - $4.62K
108 $4K
PAPR
Innovator U.S. Equity Power Bu

ETFs
127
New
$35.71 - $37.1 $4.54K - $4.71K
127 $4K
JRI
Nuveen Real Asset Income & Growth Fund

Financial Services
365
New
N/A
365 $4K
ILF
Ishares Latin America 40 ETF

ETFs
205
New
$20.91 - $26.09 $4.29K - $5.35K
205 $4K
POCT
Innovator U.S. Equity Power Bu

ETFs
115
New
$38.63 - $40.03 $4.44K - $4.6K
115 $4K
QTEC
First Trust Nasdaq 100 Technol

ETFs
24
New
$185.87 - $204.12 $4.46K - $4.9K
24 $4K
PJAN
Innovator U.S. Equity Power Bu

ETFs
109
New
$41.16 - $42.25 $4.49K - $4.61K
109 $4K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
367
New
$13.01 - $14.43 $4.77K - $5.3K
367 $4K
Activity Summary
Buys All Purchases 833 New Holdings 737 Increased Positions 96 Sells All Sells 8 Reductions 8 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