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
WHF
White Horse Finance, Inc.

Financial Services
248
New
$9.53 - $12.15 $2.36K - $3.01K
248 $2K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
76
New
$27.54 - $83.04 $2.09K - $6.31K
76 $2K
KOMP
Spdr S&P Kensho New Economies

ETFs
57
New
$48.59 - $54.76 $2.77K - $3.12K
57 $2K
BTU
Peabody Energy Corp

Energy
109
New
$19.81 - $29.8 $2.16K - $3.25K
109 $2K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
43
New
$66.77 - $71.52 $2.87K - $3.08K
43 $2K
PBRA
Petroleo Bras Ads (Ea Reptg 2
223
New
N/A
223 $2K
EBND
Spdr Bloomberg Emerging Market

ETFs
109
New
$19.53 - $21.1 $2.13K - $2.3K
109 $2K
SONY
Sony Group Corp

Technology
135
New
$17.53 - $96.8 $2.37K - $13.1K
135 $2K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
23
New
$114.08 - $125.68 $2.62K - $2.89K
23 $2K
VNQI
Vanguard Global Ex U.S. Real

ETFs
74
New
$39.22 - $47.52 $2.9K - $3.52K
74 $2K
VGLT
Vanguard Long Term Treasury Et

ETFs
46
New
$55.1 - $61.74 $2.53K - $2.84K
46 $2K
SCHP
Schwab Strategic Us Tips ETF

ETFs
82
New
$25.74 - $53.78 $2.11K - $4.41K
82 $2K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
77
New
$26.93 - $84.95 $2.07K - $6.54K
77 $2K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
62
New
$44.33 - $49.55 $2.75K - $3.07K
62 $2K
DOCU
Docusign, Inc.

Technology
23
New
$61.42 - $106.99 $1.41K - $2.46K
23 $2K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
48
New
$50.14 - $52.56 $2.41K - $2.52K
48 $2K
ICSH
Blackrock Ultra Short Term Bon

ETFs
58
New
$50.35 - $50.69 $2.92K - $2.94K
58 $2K
MTH
Meritage Homes Corp

Consumer Cyclical
14
New
$151.91 - $205.12 $2.13K - $2.87K
14 $2K
CTSH
Cognizant Technology Solutions Corp

Technology
36
New
$74.37 - $82.32 $2.68K - $2.96K
36 $2K
MATX
Matson, Inc.

Industrials
20
New
$131.18 - $167.37 $2.62K - $3.35K
20 $2K
E
Eni Spa

Energy
76
New
$26.32 - $31.82 $2K - $2.42K
76 $2K
IDXX
Idexx Laboratories Inc

Healthcare
5
New
$406.92 - $495.42 $2.03K - $2.48K
5 $2K
ITW
Illinois Tool Works Inc

Industrials
10
New
$253.56 - $278.5 $2.54K - $2.79K
10 $2K
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
32
New
$92.58 - $93.71 $2.96K - $3K
32 $2K
GNRC
Generac Holdings Inc.

Industrials
15
New
$154.28 - $195.11 $2.31K - $2.93K
15 $2K
GERN
Geron Corp

Healthcare
750
New
$3.3 - $4.44 $2.48K - $3.33K
750 $2K
RZV
Invesco Fd Tr

ETFs
18
New
$105.77 - $119.36 $1.9K - $2.15K
18 $2K
TREE
Lending Tree, Inc.

Financial Services
61
New
$38.27 - $62.0 $2.33K - $3.78K
61 $2K
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
26
New
$86.6 - $95.01 $2.25K - $2.47K
26 $2K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
105
New
$20.98 - $21.19 $2.2K - $2.22K
105 $2K
PGHY
Invesco ETF Tr Ii Global Short

ETFs
152
New
$19.65 - $20.27 $2.99K - $3.08K
152 $2K
XT
Ishares Tr Exponential Technol

ETFs
47
New
$58.7 - $62.72 $2.76K - $2.95K
47 $2K
INDA
Ishares Msci India Index Fund

ETFs
38
New
$52.64 - $58.16 $2K - $2.21K
38 $2K
NTR
Nutrien Ltd.

Basic Materials
61
New
$44.04 - $50.78 $2.69K - $3.1K
61 $2K
HSY
Hershey CO

Consumer Defensive
13
New
$168.67 - $193.65 $2.19K - $2.52K
13 $2K
NXPI
Nxp Semiconductors N.V.

Technology
13
New
$207.27 - $255.58 $2.69K - $3.32K
13 $2K
FMF
First Trust Managed Futures St

ETFs
49
New
$46.63 - $49.57 $2.28K - $2.43K
49 $2K
HAL
Halliburton CO

Energy
109
New
$25.77 - $31.99 $2.81K - $3.49K
109 $2K
HLN
Haleon PLC

Healthcare
226
New
$9.23 - $10.71 $2.09K - $2.42K
226 $2K
MARA
Marathon Digital Holdings, Inc.

Financial Services
100
New
N/A
100 $2K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
28
New
$74.71 - $79.24 $2.09K - $2.22K
28 $2K
HUBG
Hub Group, Inc.

Industrials
53
New
$42.15 - $53.2 $2.23K - $2.82K
53 $2K
IWR
Ishares Russell Mid Cap ETF

ETFs
32
New
$87.25 - $95.52 $2.79K - $3.06K
32 $2K
IWS
Ishares Russell Midcap Value E

ETFs
22
New
$128.08 - $140.32 $2.82K - $3.09K
22 $2K
LUV
Southwest Airlines CO

Industrials
42
New
$28.99 - $34.84 $1.22K - $1.46K
42 $1K
JACK
Jack In The Box Inc

Consumer Cyclical
37
New
$38.71 - $51.52 $1.43K - $1.91K
37 $1K
DTM
Dt Midstream, Inc.

Energy
12
New
$78.85 - $108.56 $946 - $1.3K
12 $1K
FYX
First Tr Small Cap Core Alphad

ETFs
18
New
$96.51 - $110.53 $1.74K - $1.99K
18 $1K
JOBY
Joby Aviation, Inc.

Industrials
200
New
$4.8 - $9.16 $960 - $1.83K
200 $1K
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
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