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
NSIT
Insight Enterprises Inc

Technology
3
New
$149.61 - $224.73 $449 - $674
3 $0
EWW
Ishares Inc Msci Mexico ETF

ETFs
6
New
N/A
6 $0
EWJ
Ishares Msci Japan ETF

ETFs
7
New
$66.18 - $71.84 $463 - $503
7 $0
SKYT
Sky Water Technology, Inc

Technology
55
New
$7.9 - $16.06 $435 - $883
55 $0
USMV
Ishares Msci Usa Min Vol Facto

ETFs
4
New
$88.59 - $94.57 $354 - $378
4 $0
USHY
Ishares Tr Broad Usd High Yiel

ETFs
4
New
$36.54 - $37.53 $146 - $150
4 $0
IOO
Ishares Tr Global 100 ETF

ETFs
5
New
$97.46 - $103.45 $487 - $517
5 $0
IYC
Ishares U.S. Consumer Discreti

ETFs
5
New
$85.96 - $101.28 $430 - $506
5 $0
ISHG
Ishares Intl Treasury Bond ETF

ETFs
5
New
$67.37 - $73.76 $337 - $369
5 $0
IEFA
Ishares Tr

ETFs
10
New
$70.06 - $77.43 $701 - $774
10 $0
FNDF
Schwab Fundamental Intl Large

ETFs
19
New
$32.92 - $37.15 $625 - $706
19 $0
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1
New
$22.01 - $66.82 $22 - $66.8
1 $0
SCHA
Schwab Strategic Tr Us Small C

ETFs
1
New
$25.33 - $51.16 $25.3 - $51.2
1 $0
SCHV
Schwab Strategic Tr Us Large C

ETFs
1
New
$25.79 - $80.4 $25.8 - $80.4
1 $0
MTUM
Ishares Msci Usa Momentum Fact

ETFs
4
New
$201.32 - $217.44 $805 - $870
4 $0
IXP
Ishares Global Comm Services E

ETFs
3
New
$92.71 - $102.47 $278 - $307
3 $0
IWN
Ishares Russell2000 Val ETF

ETFs
3
New
$162.69 - $181.35 $488 - $544
3 $0
Skillz Inc
10
New
N/A
10 $0
IEMG
Ishares Inc

ETFs
9
New
N/A
9 $0
EEMV
Ishares Msci Emerging Markets

ETFs
10
New
$57.85 - $63.11 $579 - $631
10 $0
SVM
Silvercorp Metals Inc

Basic Materials
100
New
$2.88 - $5.06 $288 - $506
100 $0
SIGA
Siga Technologies Inc

Healthcare
100
New
$5.73 - $7.72 $573 - $772
100 $0
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
1
New
$44.21 - $46.46 $44.2 - $46.5
1 $0
FALN
Ishares Tr Fallen Angels Usd B

ETFs
1
New
$26.55 - $27.32 $26.6 - $27.3
1 $0
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2
New
$100.24 - $101.35 $200 - $203
2 $0
SRTS
Sensus Healthcare, Inc.

Healthcare
90
New
$5.95 - $8.95 $536 - $805
90 $0
MBB
Ishares Tr

ETFs
2
New
$91.26 - $95.82 $183 - $192
2 $0
IDNA
Ishares Tr Genomics Immunology

ETFs
2
New
$22.38 - $25.53 $44.8 - $51.1
2 $0
SCHG
Schwab Strategic Tr Us Large C

ETFs
1
New
$25.93 - $105.3 $25.9 - $105
1 $0
ADBE
Adobe Inc.

Technology
764
+ 14.02%
$437.39 - $552.96 $334K - $422K
6.22K $2.76M
AMD
Advanced Micro Devices Inc

Technology
147
+ 6.53%
$118.88 - $172.8 $17.5K - $25.4K
2.4K $289K
SON
Sonoco Products CO

Consumer Cyclical
5.51K
+ 8.99%
$48.6 - $54.89 $268K - $302K
66.8K $3.26M
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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