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
WTMF
Wisdomtree Tr Managed Futures

ETFs
1.82K
New
$34.6 - $36.99 $63.1K - $67.4K
1.82K $63K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
488
New
$124.61 - $133.96 $60.8K - $65.4K
488 $62K
XLK
Technology Sector Spdr

ETFs
251
New
$220.26 - $241.44 $55.3K - $60.6K
251 $58K
PFE
Pfizer Inc

Healthcare
2.19K
New
$24.8 - $30.19 $54.4K - $66.2K
2.19K $58K
HISF
First Tr Exc Traded Fd Iv High

ETFs
1.3K
New
$43.73 - $45.64 $56.9K - $59.4K
1.3K $57K
NOC
Northrop Grumman Corp

Industrials
121
New
$466.52 - $543.88 $56.4K - $65.8K
121 $56K
SHOP
Shopify Inc.

Technology
520
New
$78.14 - $119.49 $40.6K - $62.1K
520 $55K
COP
Conocophillips

Energy
535
New
$95.12 - $114.72 $50.9K - $61.4K
535 $53K
ENB
Enbridge Inc

Energy
1.26K
New
$40.4 - $43.92 $51K - $55.5K
1.26K $53K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.02K
New
$51.09 - $55.27 $52.2K - $56.4K
1.02K $52K
VTWV
Vanguard Russell 2000 Value Et

ETFs
350
New
$143.69 - $159.92 $50.3K - $56K
350 $50K
SHV
Ishares Tr

ETFs
462
New
$109.92 - $110.57 $50.8K - $51.1K
462 $50K
ON
On Semiconductor Corp

Technology
801
New
$63.05 - $74.7 $50.5K - $59.8K
801 $50K
USRT
Ishares Core U.S. Reit ETF

ETFs
883
New
$55.97 - $62.75 $49.4K - $55.4K
883 $50K
NOW
Service Now, Inc.

Technology
47
New
$867.18 - $1148.42 $40.8K - $54K
47 $49K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
642
New
$77.23 - $82.11 $49.6K - $52.7K
642 $49K
VONE
Vanguard Russell 1000 ETF

ETFs
180
New
$257.18 - $277.76 $46.3K - $50K
180 $48K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
824
New
$57.38 - $61.11 $47.3K - $50.4K
824 $48K
CL
Colgate Palmolive CO

Consumer Defensive
536
New
$90.22 - $102.31 $48.4K - $54.8K
536 $48K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
40
New
$1146.59 - $1270.6 $45.9K - $50.8K
40 $47K
SPDN
Direxion Shs ETF Tr Daily S&P

ETFs
4.23K
New
$10.71 - $11.38 $45.3K - $48.1K
4.23K $46K
EFA
Ishares Tr Msci Eafe ETF

ETFs
613
New
$75.1 - $82.99 $46K - $50.9K
613 $46K
ORCL
Oracle Corp

Technology
275
New
$165.41 - $192.43 $45.5K - $52.9K
275 $45K
DSI
Ishares Msci Kld 400 Social Et

ETFs
400
New
$107.41 - $115.71 $43K - $46.3K
400 $44K
FDL
First Tr Morningstar Dividend

ETFs
1.1K
New
$39.59 - $43.95 $43.5K - $48.3K
1.1K $44K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
182
New
$238.25 - $261.28 $43.4K - $47.6K
182 $44K
JCI
Johnson Controls International PLC

Industrials
542
New
$74.23 - $86.6 $40.2K - $46.9K
542 $42K
SPG
Simon Property Group Inc

Real Estate
242
New
$167.23 - $183.84 $40.5K - $44.5K
242 $41K
ODFL
Old Dominion Freight Line, Inc.

Industrials
230
New
$176.4 - $231.84 $40.6K - $53.3K
230 $40K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
615
New
$57.27 - $71.33 $35.2K - $43.9K
615 $40K
ORI
Old Republic International Corp

Financial Services
1.1K
New
$34.4 - $38.98 $37.8K - $42.9K
1.1K $39K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
3.11K
New
$12.61 - $15.33 $39.2K - $47.7K
3.11K $39K
CSX
Csx Corp

Industrials
1.19K
New
$31.58 - $36.88 $37.7K - $44K
1.19K $38K
IPKW
Invesco ETF Tr Ii Internationa

ETFs
936
New
$39.39 - $43.09 $36.9K - $40.3K
936 $37K
PSA
Public Storage

Real Estate
126
New
$289.33 - $360.21 $36.5K - $45.4K
126 $37K
PAVE
Global X Fds Us Infrastructure

ETFs
918
New
$40.41 - $45.95 $37.1K - $42.2K
918 $37K
TTD
Trade Desk, Inc.

Technology
310
New
$108.7 - $139.51 $33.7K - $43.2K
310 $36K
HYDB
Ishares Tr Edge High Yield Def

ETFs
779
New
$46.68 - $47.95 $36.4K - $37.4K
779 $36K
MSM
Msc Industrial Direct CO Inc

Industrials
482
New
$73.09 - $90.18 $35.2K - $43.5K
482 $36K
AOR
Ishares Tr Core Growth Allocat

ETFs
619
New
$57.32 - $59.66 $35.5K - $36.9K
619 $35K
DE
Deere & CO

Industrials
84
New
$389.45 - $466.0 $32.7K - $39.1K
84 $35K
QCOM
Qualcomm Inc

Technology
224
New
$150.4 - $178.04 $33.7K - $39.9K
224 $34K
DUHP
Dimensional ETF Tr Dimensional

ETFs
1.03K
New
$33.62 - $35.69 $34.6K - $36.7K
1.03K $34K
MANH
Manhattan Associates Inc

Technology
123
New
$263.36 - $309.78 $32.4K - $38.1K
123 $33K
EQNR
Equinor Asa

Energy
1.43K
New
$21.88 - $27.12 $31.3K - $38.8K
1.43K $33K
IQV
Iqvia Holdings Inc.

Healthcare
169
New
$190.97 - $236.63 $32.3K - $40K
169 $33K
GPC
Genuine Parts CO

Consumer Cyclical
276
New
$113.11 - $143.63 $31.2K - $39.6K
276 $32K
GNTX
Gentex Corp

Consumer Cyclical
1.14K
New
$28.6 - $31.34 $32.7K - $35.8K
1.14K $32K
KMB
Kimberly Clark Corp

Consumer Defensive
245
New
$130.37 - $146.09 $31.9K - $35.8K
245 $32K
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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