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
UBER
Uber Technologies, Inc

Technology
3
New
$59.93 - $86.34 $180 - $259
3 $0
AMND
Ubs Ag

Technology
8
New
$48.71 - $56.23 $390 - $450
8 $0
COPX
Global X Copper Miners ETF

ETFs
6
New
$38.17 - $48.57 $229 - $291
6 $0
TRT
Trio Tech International

Technology
10
New
$5.45 - $7.41 $54.5 - $74.1
10 $0
TRMD
Torm PLC

Energy
21
New
$17.97 - $33.22 $377 - $698
21 $0
BLD
Top Build Corp

Industrials
1
New
$308.96 - $414.77 $309 - $415
1 $0
TOST
Toast, Inc.

Technology
6
New
$27.43 - $43.54 $165 - $261
6 $0
GMS
Gms Inc.

Industrials
10
New
$84.83 - $103.84 $848 - $1.04K
10 $0
Ge Vernova Inc
447
New
N/A
447 $0
Grayscale Bitcoin Mini Tr Bt
4.21K
New
N/A
4.21K $0
Ge Healthcare Technologies I
500
New
N/A
500 $0
FCEL
Fuelcell Energy Inc

Industrials
100
New
$0.25 - $12.56 $25 - $1.26K
100 $0
FSK
Fs Kkr Capital Corp

Financial Services
10
New
$19.71 - $22.22 $197 - $222
10 $0
USO
United States Oil Fund, LP

ETFs
5
New
$69.66 - $79.2 $348 - $396
5 $0
URA
Global X Uranium ETF

ETFs
18
New
$26.78 - $33.46 $482 - $602
18 $0
ZG
Zillow Group, Inc.

Communication Services
9
New
$56.08 - $82.33 $505 - $741
9 $0
WBS
Webster Financial Corp

Financial Services
9
New
$44.33 - $62.82 $399 - $565
9 $0
HCC
Warrior Met Coal, Inc.

Basic Materials
12
New
$53.63 - $74.78 $644 - $897
12 $0
Contextlogic Inc
7
New
N/A
7 $0
Corpay Inc
138
New
N/A
138 $0
CPNG
Coupang, Inc.

Consumer Cyclical
6
New
$21.98 - $26.89 $132 - $161
6 $0
CRH.L
Crh PLC

Basic Materials
149
New
N/A
149 $0
CUBI
Customers Bancorp, Inc.

Financial Services
12
New
$44.23 - $57.66 $531 - $692
12 $0
Virnetx Hldg Corp
1
New
N/A
1 $0
DNMR
Danimer Scientific, Inc.

Basic Materials
100
New
$0.25 - $10.49 $25 - $1.05K
100 $0
DBEU
Xtrackers Msci Europe Hedged E

ETFs
7
New
$40.72 - $42.75 $285 - $299
7 $0
VTRS
Viatris Inc

Healthcare
7
New
$11.32 - $13.37 $79.2 - $93.6
7 $0
COIN
Coinbase Global, Inc.

Technology
2
New
$163.17 - $343.62 $326 - $687
2 $0
Wells Fargo CO New
26
New
N/A
26 $0
ZETA
Zeta Global Holdings Corp.

Technology
25
New
$17.37 - $36.74 $434 - $919
25 $0
First Tr Exchng Traded Fd Vi
72.5K
+ 96.54%
N/A
147K $0
First Tr Exchng Traded Fd Vi
27K
New
N/A
27K $0
First Tr Exchng Traded Fd Vi
294K
New
N/A
294K $0
ESG
Flexshares Stoxx Us Esg Select
15.9K
+ 1020.5%
N/A
17.4K $0
Ishares Ethereum Tr
131K
New
N/A
131K $0
J P Morgan Exchange Traded F
7.6K
+ 42.01%
N/A
25.7K $0
Lam Research Corp
11.9K
New
N/A
11.9K $0
Vaneck Bitcoin ETF
3K
+ 100.0%
N/A
6K $0
WDC
Western Digital Corp

Technology
1
New
$59.62 - $73.43 $59.6 - $73.4
1 $0
Coherent Corp
12
New
N/A
12 $0
DELL
Dell Technologies Inc.

Technology
8
New
$111.96 - $144.21 $896 - $1.15K
8 $0
Veralto Corp
27
New
N/A
27 $0
VTR
Ventas, Inc.

Real Estate
13
New
$57.73 - $66.48 $750 - $864
13 $0
VCIT
Vanguard Intermediate Term Cor

ETFs
4
New
$80.13 - $83.77 $321 - $335
4 $0
Ferguson Enterprises Inc
10
New
N/A
10 $0
FNF
Fidelity National Financial, Inc.

Financial Services
13
New
$55.19 - $63.83 $717 - $830
13 $0
Fidelity Wise Origin Bitcoin
1.25K
New
N/A
1.25K $0
FXN
First Tr Exchange Traded Fd Fi

ETFs
4
New
$15.42 - $18.08 $61.7 - $72.3
4 $0
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
12
New
$63.27 - $70.31 $759 - $844
12 $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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