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
XLE
Energy Sector Spdr

ETFs
1.72K
New
$83.32 - $97.27 $144K - $168K
1.72K $147K
CPER
United States Copper Index Fun

ETFs
5.69K
New
$25.16 - $29.15 $143K - $166K
5.69K $143K
IAG
Iamgold Corp

Basic Materials
27.3K
+ 117.32%
$4.54 - $6.15 $124K - $168K
50.5K $260K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
3.38K
New
$40.97 - $42.66 $138K - $144K
3.38K $139K
MELI
Mercadolibre Inc

Consumer Cyclical
80
New
$1666.0 - $2117.3 $133K - $169K
80 $136K
VBR
Vanguard Small Cap Value ETF

ETFs
685
New
$197.36 - $217.3 $135K - $149K
685 $135K
ADI
Analog Devices Inc

Technology
2.55K
+ 11.1%
$206.35 - $236.48 $527K - $604K
25.6K $5.43M
NWPX
Northwest Pipe CO

Industrials
2.68K
New
$43.06 - $57.6 $115K - $154K
2.68K $129K
GATO
Gatos Silver, Inc.

Basic Materials
9.14K
New
$13.7 - $19.99 $125K - $183K
9.14K $127K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
235
New
$521.84 - $558.82 $123K - $131K
235 $126K
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
1.41K
New
$85.41 - $87.1 $120K - $123K
1.41K $121K
RMD
Resmed Inc

Healthcare
529
New
$228.69 - $256.07 $121K - $135K
529 $120K
UUUU
Energy Fuels Inc

Energy
22.4K
New
$5.11 - $7.29 $115K - $164K
22.4K $115K
ITB
Ishares Tr

ETFs
1.09K
New
$103.31 - $129.34 $112K - $140K
1.09K $112K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
3.24K
New
$33.77 - $44.09 $109K - $143K
3.24K $109K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
3.67K
New
$28.6 - $29.27 $105K - $107K
3.67K $105K
GS
Goldman Sachs Group Inc

Financial Services
182
New
$486.1 - $608.57 $88.5K - $111K
182 $104K
EMMF
Wisdomtree Tr Emerging Mkts Mu

Industrials
3.81K
New
$26.69 - $28.53 $102K - $109K
3.81K $101K
PDI
Pimco Dynamic Income Fund

Financial Services
5.5K
New
$18.33 - $20.85 $101K - $115K
5.5K $100K
CATH
Global X Fds Global X S&P 500

ETFs
1.42K
New
$68.5 - $73.81 $97.5K - $105K
1.42K $100K
VNQ
Vanguard Specialized Funds Van

ETFs
1.12K
New
$87.85 - $98.6 $98K - $110K
1.12K $99K
TMUS
T Mobile Us, Inc.

Communication Services
448
New
$206.1 - $246.94 $92.3K - $111K
448 $98K
PHYS
Sprott Physical Gold Trust

Financial Services
4.73K
New
$19.66 - $21.66 $93K - $102K
4.73K $95K
IGM
Ishares Expanded Tech Sector E

ETFs
930
New
$94.19 - $106.95 $87.6K - $99.5K
930 $94K
MRVL
Marvell Technology, Inc.

Technology
846
New
$70.31 - $124.78 $59.5K - $106K
846 $93K
INTC
Intel Corp

Technology
4.6K
New
$19.07 - $26.23 $87.7K - $121K
4.6K $92K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
929
New
$99.2 - $108.47 $92.2K - $101K
929 $92K
IWM
Ishares Russell 2000 ETF

ETFs
397
New
$216.13 - $242.4 $85.8K - $96.2K
397 $87K
PARA
Paramount Global

Communication Services
8.32K
New
$10.27 - $11.57 $85.4K - $96.3K
8.32K $86K
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
2.98K
New
$28.76 - $32.28 $85.6K - $96.1K
2.98K $86K
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
3.8K
New
$20.7 - $22.35 $78.7K - $85K
3.8K $82K
MGK
Vanguard Mega Cap Growth ETF

ETFs
236
New
$316.94 - $357.88 $74.8K - $84.5K
236 $81K
DIS
Walt Disney CO

Communication Services
730
New
$92.39 - $117.6 $67.4K - $85.8K
730 $81K
MTTR
Matterport, Inc.

Technology
16K
+ 100.0%
$4.46 - $4.96 $71.4K - $79.4K
32K $151K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
1.71K
New
$42.05 - $48.31 $72K - $82.7K
1.71K $79K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
1.1K
New
$70.1 - $76.53 $77.4K - $84.5K
1.1K $78K
ERO
Ero Copper Corp.

Basic Materials
5.81K
New
$12.81 - $22.5 $74.4K - $131K
5.81K $78K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
388
New
$172.07 - $207.36 $66.8K - $80.5K
388 $76K
HEFA
Ishares Currency Hedged Msci E

ETFs
2.17K
New
$34.42 - $35.88 $74.6K - $77.7K
2.17K $75K
TGTX
Tg Therapeutics, Inc.

Healthcare
2.5K
New
$21.31 - $35.09 $53.3K - $87.7K
2.5K $75K
HDMV
First Tr ETF Iii Horizon Manag

ETFs
2.58K
New
$28.71 - $31.34 $74.2K - $81K
2.58K $74K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
3.76K
New
$19.82 - $21.55 $74.4K - $80.9K
3.76K $74K
VPC
Etfis Ser Tr I Virtus Private

ETFs
3.39K
New
$21.52 - $22.98 $73K - $77.9K
3.39K $73K
EMR
Emerson Electric CO

Industrials
565
New
$108.13 - $134.33 $61.1K - $75.9K
565 $70K
BGLD
First Exch Tr Fd Cboe Vest Gol

ETFs
3.87K
New
$18.17 - $23.45 $70.3K - $90.7K
3.87K $70K
TMO
Thermo Fisher Scientific Inc.

Healthcare
134
New
$501.29 - $612.85 $67.2K - $82.1K
134 $69K
IVV
Ishares Core S&P 500 ETF

ETFs
116
New
$570.51 - $610.59 $66.2K - $70.8K
116 $68K
SOXX
Ishares Semiconductor ETF

ETFs
306
New
$211.27 - $239.8 $64.6K - $73.4K
306 $65K
FANG
Diamondback Energy, Inc.

Energy
390
New
$153.06 - $199.5 $59.7K - $77.8K
390 $63K
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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