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
RDNT
Rad Net, Inc.

Healthcare
19
New
$64.99 - $86.38 $1.23K - $1.64K
19 $1K
FMX
Mexican Economic Development Inc

Consumer Defensive
19
New
$84.71 - $99.68 $1.61K - $1.89K
19 $1K
PGF
Invesco Exchange Traded Fd Tr

ETFs
70
New
$14.4 - $15.83 $1.01K - $1.11K
70 $1K
DVY
Ishares Tr

ETFs
15
New
$129.55 - $143.41 $1.94K - $2.15K
15 $1K
FEX
First Tr Large Cap Core Alphde

ETFs
12
New
$103.29 - $112.88 $1.24K - $1.35K
12 $1K
IVE
Ishares S&P 500 Value ETF

ETFs
9
New
$189.5 - $206.17 $1.71K - $1.86K
9 $1K
BFS
Saul Centers, Inc.

Real Estate
33
New
$38.23 - $41.83 $1.26K - $1.38K
33 $1K
ESPR
Esperion Therapeutics, Inc.

Healthcare
862
New
$1.61 - $3.83 $1.39K - $3.3K
862 $1K
SRRK
Scholar Rock Holding Corp

Healthcare
39
New
$7.07 - $45.73 $276 - $1.78K
39 $1K
S
Sentinel One, Inc.

Technology
57
New
$22.05 - $28.68 $1.26K - $1.63K
57 $1K
EDIT
Editas Medicine, Inc.

Healthcare
1K
New
$1.2 - $3.76 $1.2K - $3.76K
1K $1K
EC
Ecopetrol S.A.

Energy
198
New
$7.36 - $9.04 $1.46K - $1.79K
198 $1K
IMOM
Ea Ser Tr Alpha Architect Intl

ETFs
53
New
$26.55 - $28.98 $1.41K - $1.54K
53 $1K
TRIN
Trinity Capital Inc.

Financial Services
100
New
$13.11 - $14.87 $1.31K - $1.49K
100 $1K
KKR
Kkr & Co. Inc.

Financial Services
8
New
$129.87 - $162.87 $1.04K - $1.3K
8 $1K
IHD
Voya Emerging Markets High Dividend Equity Fund

Financial Services
200
New
$5.01 - $5.7 $1K - $1.14K
200 $1K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
150
New
$8.24 - $11.07 $1.24K - $1.66K
150 $1K
TLK
Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk

Communication Services
83
New
$15.45 - $19.82 $1.28K - $1.65K
83 $1K
ED
Consolidated Edison Inc

Utilities
22
New
$88.87 - $107.38 $1.96K - $2.36K
22 $1K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
21
New
$56.06 - $61.35 $1.18K - $1.29K
21 $1K
MGA
Magna International Inc

Consumer Cyclical
29
New
$39.47 - $46.46 $1.14K - $1.35K
29 $1K
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
32
New
N/A
32 $1K
WSM
Williams Sonoma Inc

Consumer Cyclical
6
New
$129.13 - $198.21 $775 - $1.19K
6 $1K
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
121
New
$9.57 - $10.31 $1.16K - $1.25K
121 $1K
PAR
Par Technology Corp

Technology
20
New
$49.67 - $81.14 $993 - $1.62K
20 $1K
HBAN
Huntington Bancshares Inc

Financial Services
113
New
$14.18 - $18.2 $1.6K - $2.06K
113 $1K
TDOC
Teladoc Health, Inc.

Healthcare
160
New
$8.57 - $12.02 $1.37K - $1.92K
160 $1K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
138
New
$9.71 - $15.34 $1.34K - $2.12K
138 $1K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
15
New
$125.5 - $148.67 $1.88K - $2.23K
15 $1K
HGLB
Highland Global Allocation Fund

N/A
200
New
$6.79 - $8.0 $1.36K - $1.6K
200 $1K
VRT
Vertiv Holdings CO

Industrials
14
New
N/A
14 $1K
SMR
Nuscale Power Corp

Industrials
60
New
$11.69 - $30.21 $701 - $1.81K
60 $1K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
18
New
$69.58 - $74.87 $1.25K - $1.35K
18 $1K
LIT
Global X Fds Global X Lithium

ETFs
25
New
$40.78 - $48.97 $1.02K - $1.22K
25 $1K
CCI
Crown Castle International Corp

Real Estate
14
New
$89.78 - $119.11 $1.26K - $1.67K
14 $1K
TXT
Textron Inc

Industrials
2
New
$75.82 - $90.32 $152 - $181
2 $0
Te Connectivity PLC
71
New
N/A
71 $0
Gsk PLC
48
New
N/A
48 $0
FDP
Fresh Del Monte Produce Inc

Consumer Defensive
25
New
$28.6 - $34.92 $715 - $873
25 $0
UUU
Universal Security Instruments Inc

Industrials
33
New
$1.13 - $2.42 $37.3 - $79.9
33 $0
TK
Teekay Corp

Energy
75
New
$6.12 - $9.6 $459 - $720
75 $0
FRGE
Forge Global Holdings, Inc.

Technology
107
New
$0.83 - $1.37 $88.8 - $147
107 $0
USFD
Us Foods Holding Corp.

Consumer Defensive
13
New
$60.65 - $72.33 $788 - $940
13 $0
FBHS
Fortune Brands Home & Security, Inc.

Industrials
1
New
N/A
1 $0
Frontline PLC
391
New
N/A
391 $0
VHI
Valhi Inc

Basic Materials
20
New
$21.74 - $41.3 $435 - $826
20 $0
UNIT
Uniti Group Inc.

Real Estate
163
New
$5.07 - $6.12 $826 - $998
163 $0
RIG
Transocean Ltd.

Energy
111
New
$3.47 - $4.67 $385 - $518
111 $0
TWST
Twist Bioscience Corp

Healthcare
20
New
$36.89 - $52.7 $738 - $1.05K
20 $0
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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