Synergy Asset Management, LLC Purchases in Q1 2025

Synergy Asset Management, LLC

  • $776 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
13.3K
+ 178.33%
$26.06 - $28.54 $347K - $380K
20.8K $543K
BAC
Bank Of America Corp

Financial Services
9.17K
+ 38.71%
$39.61 - $47.74 $363K - $438K
32.9K $1.37M
FLRN
Spdr Bloomberg Investment Grad

ETFs
10K
New
$30.71 - $30.87 $307K - $309K
10K $308K
OR
Osisko Gold Royalties LTD

Basic Materials
14.3K
New
$17.92 - $21.16 $256K - $302K
14.3K $301K
BWXT
Bwx Technologies, Inc.

Industrials
3K
New
$96.59 - $128.46 $290K - $385K
3K $295K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
9.78K
New
$29.68 - $32.59 $290K - $319K
9.78K $292K
QQQ
Invesco Qqq Trust, Series 1

ETFs
704
+ 77.62%
$468.34 - $539.52 $330K - $380K
1.61K $755K
EME
Emcor Group, Inc.

Industrials
771
New
$361.16 - $535.99 $278K - $413K
771 $284K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
5.25K
+ 161.93%
$34.58 - $45.97 $181K - $241K
8.48K $390K
PHYS
Sprott Physical Gold Trust

Financial Services
10.3K
+ 218.43%
$20.25 - $24.06 $209K - $249K
15.1K $362K
WPM
Wheaton Precious Metals Corp.

Basic Materials
3.05K
New
$55.75 - $77.63 $170K - $237K
3.05K $236K
SIVR
Abrdn Silver ETF Trust

ETFs
6.92K
New
$28.07 - $32.82 $194K - $227K
6.92K $224K
FPXI
First Tr Exchange Traded Fd Ii

ETFs
4.36K
New
$46.53 - $53.12 $203K - $232K
4.36K $205K
IVV
Ishares Core S&P 500 ETF

ETFs
321
+ 276.72%
$554.06 - $615.85 $178K - $198K
437 $245K
DRD
Drdgold LTD

Basic Materials
10.8K
+ 18615.52%
$8.63 - $15.47 $93.2K - $167K
10.9K $167K
FTSD
Franklin ETF Tr Liberty Short

ETFs
1.73K
+ 24.45%
$90.09 - $90.89 $156K - $157K
8.81K $799K
BMY
Bristol Myers Squibb CO

Healthcare
2.18K
+ 50.17%
$53.9 - $63.11 $117K - $137K
6.51K $397K
BGLD
First Exch Tr Fd Cboe Vest Gol

ETFs
6.3K
+ 162.93%
$18.47 - $21.01 $116K - $132K
10.2K $213K
CDE
Coeur Mining, Inc.

Basic Materials
19.2K
New
$5.02 - $7.29 $96.2K - $140K
19.2K $113K
PSLV
Sprott Physical Silver Trust

Financial Services
2.5K
+ 9.24%
$9.86 - $11.68 $24.7K - $29.2K
29.6K $343K
PLTR
Palantir Technologies Inc.

Technology
120
+ 1.74%
$64.98 - $124.62 $7.8K - $15K
7.02K $592K
ESPR
Esperion Therapeutics, Inc.

Healthcare
30.1K
+ 3496.29%
$1.44 - $2.34 $43.4K - $70.5K
31K $44K
GOOG
Alphabet Inc.

Communication Services
543
+ 45.1%
$156.06 - $207.71 $84.7K - $113K
1.75K $272K
ABSI
Absci Corp

Healthcare
15K
New
$2.51 - $5.82 $37.7K - $87.3K
15K $37K
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
753
+ 14.82%
$38.0 - $38.88 $28.6K - $29.3K
5.83K $222K
MVIS
Microvision, Inc.

Technology
8.22K
+ 27.17%
N/A
38.5K $40K
Arista Networks Inc
4.14K
New
N/A
4.14K $0
Vaneck Bitcoin ETF
6K
+ 100.0%
N/A
12K $0
First Tr Exchng Traded Fd Vi
33.9K
New
N/A
33.9K $0
GVAL
Cambria Global Value ETF
86.2K
New
N/A
86.2K $0
First Tr Exchng Traded Fd Vi
13.4K
New
N/A
13.4K $0
First Tr Exchng Traded Fd Vi
13.5K
New
N/A
13.5K $0
FJAN
First Exc Trd Viii Cboe Vest U
28.4K
New
N/A
28.4K $0
First Tr Exchng Traded Fd Vi
14.4K
New
N/A
14.4K $0
NBIX
Neurocrine Biosciences Inc

Healthcare
1.54K
+ 21.37%
$107.22 - $153.29 $165K - $237K
8.77K $969K
CAT
Caterpillar Inc

Industrials
1
+ 0.04%
$326.75 - $407.63 $327 - $408
2.75K $905K
Activity Summary
Buys All Purchases 87 New Holdings 36 Increased Positions 51 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 0 Puts 0
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