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
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.39K
New
$278.19 - $315.36 $387K - $438K
1.39K $400K
PGR
Progressive Corp

Financial Services
1.77K
+ 100.28%
$239.6 - $268.88 $425K - $477K
3.54K $848K
JPM
Jpmorgan Chase & CO

Financial Services
1.2K
+ 31.49%
$205.18 - $250.29 $246K - $300K
5K $1.2M
BNDX
Vanguard Total International B

ETFs
8.1K
New
$48.91 - $50.61 $396K - $410K
8.1K $397K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
4.81K
New
$81.68 - $82.93 $393K - $399K
4.81K $394K
CRM
Salesforce, Inc.

Technology
1.18K
New
$270.87 - $367.87 $319K - $433K
1.18K $393K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
16K
+ 92.94%
$24.19 - $24.63 $387K - $394K
33.2K $802K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
3.27K
New
$115.08 - $119.55 $376K - $391K
3.27K $377K
FTSL
First Trust Senior Ln Fund

ETFs
8.02K
+ 152.71%
$45.9 - $46.48 $368K - $373K
13.3K $613K
JHMM
John Hancock Multifactor Mid C

ETFs
6.26K
+ 100.0%
$59.61 - $64.8 $373K - $405K
12.5K $747K
DFUS
Dimensional ETF Tr U S Equity

ETFs
5.46K
New
$61.52 - $66.5 $336K - $363K
5.46K $347K
STOT
Spdr Doubleline Short Duration

ETFs
7.53K
+ 39.8%
$46.75 - $47.33 $352K - $356K
26.5K $1.24M
QJUN
First Tr ETF
12.2K
New
$26.78 - $28.75 $326K - $350K
12.2K $341K
NEE
Nextera Energy Inc

Utilities
5.67K
+ 98.56%
$69.77 - $85.43 $395K - $484K
11.4K $818K
PCAR
Paccar Inc

Industrials
2.94K
+ 106.26%
$97.92 - $118.41 $287K - $348K
5.7K $592K
FFIV
F5, Inc.

Technology
1.11K
+ 100.0%
$213.56 - $263.36 $237K - $293K
2.22K $559K
JPRE
J P Morgan Exchange Traded Fd

ETFs
6.65K
New
$46.45 - $51.64 $309K - $344K
6.65K $314K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
2.61K
+ 100.0%
$111.85 - $120.71 $292K - $315K
5.22K $601K
FEMB
First Tr ETF Emerging Markets

ETFs
12.8K
+ 133.18%
$25.98 - $28.92 $333K - $370K
22.4K $582K
VOT
Vanguard Mid Cap Growth Index

ETFs
1.11K
+ 100.0%
$241.48 - $274.89 $269K - $306K
2.22K $564K
MTB
M&T Bank Corp

Financial Services
1.08K
+ 11.85%
$172.48 - $221.95 $187K - $240K
10.2K $1.92M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
8.21K
+ 100.0%
$33.92 - $36.6 $278K - $300K
16.4K $568K
PPG
Ppg Industries Inc

Basic Materials
2.37K
New
$119.09 - $131.37 $283K - $312K
2.37K $283K
FTNT
Fortinet, Inc.

Technology
2.83K
New
$76.49 - $99.21 $217K - $281K
2.83K $267K
VFQY
Vanguard Wellington Fd U S Qua

ETFs
1.9K
+ 99.69%
$139.44 - $150.37 $265K - $286K
3.81K $536K
NVS
Novartis Ag

Healthcare
2.69K
New
$96.78 - $117.18 $260K - $315K
2.69K $261K
ACI
Albertsons Companies, Inc.

Consumer Defensive
12.6K
New
$18.01 - $19.92 $227K - $251K
12.6K $247K
BMY
Bristol Myers Squibb CO

Healthcare
4.34K
New
$51.92 - $59.94 $225K - $260K
4.34K $245K
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
6.07K
New
$38.17 - $42.95 $232K - $261K
6.07K $237K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
6.73K
New
$34.46 - $38.29 $232K - $258K
6.73K $234K
GOOG
Alphabet Inc.

Communication Services
1.2K
New
$163.08 - $198.16 $196K - $239K
1.2K $229K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
4.42K
+ 109.72%
$56.27 - $69.89 $249K - $309K
8.46K $479K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.51K
New
$82.28 - $117.52 $206K - $295K
2.51K $212K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.57K
+ 100.0%
$134.53 - $150.65 $211K - $237K
3.14K $425K
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
7.47K
New
$26.53 - $28.09 $198K - $210K
7.47K $205K
PICK
Ishares Inc Msci Global Select

ETFs
7.59K
+ 96.74%
$34.86 - $43.59 $265K - $331K
15.4K $540K
QINT
American Centy ETF Tr Quality

ETFs
4.21K
New
$47.57 - $51.38 $200K - $216K
4.21K $201K
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
5.08K
New
$37.86 - $39.07 $192K - $198K
5.08K $192K
TECK
Teck Resources LTD

Basic Materials
7.39K
+ 77.72%
$39.99 - $52.38 $295K - $387K
16.9K $684K
SLV
I Shares Silver Trust

ETFs
6.79K
New
$26.33 - $31.74 $179K - $215K
6.79K $178K
FCVT
First Tr Exchange Traded Fd Iv

ETFs
4.72K
New
$35.35 - $38.58 $167K - $182K
4.72K $173K
IBND
Spdr Bloomberg International C

ETFs
5.91K
New
$28.36 - $30.49 $168K - $180K
5.91K $167K
BWX
Spdr Bloomberg International T

ETFs
7.79K
New
$21.39 - $23.3 $167K - $181K
7.79K $166K
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.88K
New
$87.1 - $98.49 $164K - $185K
1.88K $164K
PEP
Pepsico Inc

Consumer Defensive
1.05K
New
$151.29 - $176.1 $159K - $185K
1.05K $159K
XSMO
Invesco S&P Smallcap Momentum

ETFs
2.38K
New
$65.08 - $73.72 $155K - $176K
2.38K $157K
PM
Philip Morris International Inc.

Consumer Defensive
1.3K
New
$118.38 - $133.06 $153K - $172K
1.3K $155K
QQH
Northern Lts Fd Tr Iii Hcm Def

ETFs
2.28K
New
$61.63 - $71.89 $140K - $164K
2.28K $152K
RDVY
First Trust Rising Dividend Ac

ETFs
2.51K
New
$58.65 - $64.37 $147K - $161K
2.51K $148K
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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