Synergy Asset Management, LLC New Holdings in Q4 2024

Synergy Asset Management, LLC

  • $1.25 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SYM
Symbotic Inc.

Financial Services
10
New
$22.73 - $38.78 $227 - $388
10 $0
RUN
Sunrun Inc.

Technology
100
New
$9.13 - $17.5 $913 - $1.75K
100 $0
Inhibikase Therapeutics Inc
50
New
N/A
50 $0
Innovator Etfs Trust
98
New
N/A
98 $0
Innovator Etfs Trust
99
New
N/A
99 $0
SBLK
Star Bulk Carriers Corp.

Industrials
25
New
$14.7 - $23.59 $368 - $590
25 $0
NSIT
Insight Enterprises Inc

Technology
3
New
$149.61 - $224.73 $449 - $674
3 $0
VRIG
Invesco Actively Managed ETF F

ETFs
16
New
$25.06 - $25.2 $401 - $403
16 $0
EEMV
Ishares Msci Emerging Markets

ETFs
10
New
$57.85 - $63.11 $579 - $631
10 $0
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
1
New
$44.21 - $46.46 $44.2 - $46.5
1 $0
SRTS
Sensus Healthcare, Inc.

Healthcare
90
New
$5.95 - $8.95 $536 - $805
90 $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
EPOL
Ishares Tr Msci Poland ETF

ETFs
24
New
$20.87 - $23.94 $501 - $575
24 $0
JPSE
J P Morgan Diversified Return

ETFs
1
New
$46.77 - $51.7 $46.8 - $51.7
1 $0
JPHY
Jp Morgan High Yield Research

ETFs
2
New
N/A
2 $0
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
4
New
$70.12 - $75.48 $280 - $302
4 $0
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
4
New
$55.42 - $61.69 $222 - $247
4 $0
BBAX
J P Morgan Betabuilders Develo

ETFs
4
New
$48.75 - $54.36 $195 - $217
4 $0
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
8
New
$54.29 - $59.49 $434 - $476
8 $0
IOO
Ishares Tr Global 100 ETF

ETFs
5
New
$97.46 - $103.45 $487 - $517
5 $0
USHY
Ishares Tr Broad Usd High Yiel

ETFs
4
New
$36.54 - $37.53 $146 - $150
4 $0
SIGA
Siga Technologies Inc

Healthcare
100
New
$5.73 - $7.72 $573 - $772
100 $0
SO
Southern CO

Utilities
1
New
$81.5 - $94.15 $81.5 - $94.2
1 $0
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2
New
$100.24 - $101.35 $200 - $203
2 $0
Solventum Corp
506
New
N/A
506 $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
IWN
Ishares Russell2000 Val ETF

ETFs
3
New
$162.69 - $181.35 $488 - $544
3 $0
SKYT
Sky Water Technology, Inc

Technology
55
New
$7.9 - $16.06 $435 - $883
55 $0
Skillz Inc
10
New
N/A
10 $0
IXP
Ishares Global Comm Services E

ETFs
3
New
$92.71 - $102.47 $278 - $307
3 $0
MTUM
Ishares Msci Usa Momentum Fact

ETFs
4
New
$201.32 - $217.44 $805 - $870
4 $0
SVM
Silvercorp Metals Inc

Basic Materials
100
New
$2.88 - $5.06 $288 - $506
100 $0
FNDF
Schwab Fundamental Intl Large

ETFs
19
New
$32.92 - $37.15 $625 - $706
19 $0
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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