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
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
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
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
MANH
Manhattan Associates Inc

Technology
123
New
$263.36 - $309.78 $32.4K - $38.1K
123 $33K
KMB
Kimberly Clark Corp

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

Consumer Cyclical
1.14K
New
$28.6 - $31.34 $32.7K - $35.8K
1.14K $32K
GPC
Genuine Parts CO

Consumer Cyclical
276
New
$113.11 - $143.63 $31.2K - $39.6K
276 $32K
MCK
Mckesson Corp

Healthcare
56
New
$482.27 - $628.5 $27K - $35.2K
56 $31K
GUNR
Flexshares Tr Morningstar Glob

ETFs
873
New
$36.15 - $41.9 $31.6K - $36.6K
873 $31K
LVHI
Franklin International Low Vol

ETFs
986
New
$29.98 - $31.57 $29.6K - $31.1K
986 $30K
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
469
New
$63.64 - $71.85 $29.8K - $33.7K
469 $30K
XLF
Financial Sector Spdr

ETFs
636
New
$44.89 - $51.34 $28.6K - $32.7K
636 $30K
LRGF
Ishares Tr

ETFs
500
New
$58.25 - $63.26 $29.1K - $31.6K
500 $30K
VTV
Vanguard Value ETF

ETFs
180
New
$168.32 - $181.87 $30.3K - $32.7K
180 $30K
XLP
Consumer Staples Sector Spdr

ETFs
396
New
N/A
396 $30K
DKNG
Draft Kings Inc.

Consumer Cyclical
778
New
$35.32 - $44.84 $27.5K - $34.9K
778 $28K
PFUT
Putnam ETF Tr Putnam Sustainab

ETFs
1.14K
New
$24.76 - $27.07 $28.3K - $31K
1.14K $28K
KBWY
Invesco ETF Tr Ii Kbw Premium

ETFs
1.52K
New
$17.71 - $21.16 $26.9K - $32.1K
1.52K $27K
SLVP
Ishares Msci Global Silver And

ETFs
2.29K
New
$11.44 - $15.55 $26.2K - $35.6K
2.29K $26K
UNP
Union Pacific Corp

Industrials
118
New
$223.15 - $249.32 $26.3K - $29.4K
118 $26K
SNY
Sanofi

Healthcare
519
New
$45.89 - $57.31 $23.8K - $29.7K
519 $25K
MSI
Motorola Solutions, Inc.

Technology
55
New
$449.08 - $504.6 $24.7K - $27.8K
55 $25K
HD
Home Depot, Inc.

Consumer Cyclical
63
New
$385.02 - $431.37 $24.3K - $27.2K
63 $24K
XLU
Utilities Sector Spdr

ETFs
326
New
$74.89 - $82.93 $24.4K - $27K
326 $24K
VONV
Vanguard Russell 1000 Value Et

ETFs
300
New
$80.87 - $87.69 $24.3K - $26.3K
300 $24K
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
709
New
$32.55 - $36.44 $23.1K - $25.8K
709 $24K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
659
New
$34.83 - $38.05 $23K - $25.1K
659 $23K
GPN
Global Payments Inc

Industrials
211
New
$97.57 - $119.38 $20.6K - $25.2K
211 $23K
HPQ
Hp Inc

Technology
718
New
$32.46 - $39.3 $23.3K - $28.2K
718 $23K
GM
General Motors CO

Consumer Cyclical
427
New
$44.82 - $60.2 $19.1K - $25.7K
427 $22K
OXY
Occidental Petroleum Corp

Energy
453
New
$45.36 - $55.91 $20.5K - $25.3K
453 $22K
TM
Toyota Motor Corp

Consumer Cyclical
117
New
$169.2 - $199.52 $19.8K - $23.3K
117 $22K
NVO
Novo Nordisk A S

Healthcare
265
New
$85.0 - $120.04 $22.5K - $31.8K
265 $22K
MS
Morgan Stanley

Financial Services
180
New
$104.42 - $134.99 $18.8K - $24.3K
180 $22K
VAW
Vanguard Materials ETF

ETFs
119
New
$186.91 - $215.32 $22.2K - $25.6K
119 $22K
JEPI
J P Morgan Exchange Traded Fd

ETFs
389
New
$57.53 - $60.83 $22.4K - $23.7K
389 $22K
MCO
Moodys Corp

Financial Services
48
New
$454.04 - $500.88 $21.8K - $24K
48 $22K
FTV
Fortive Corp

Technology
299
New
$71.16 - $79.68 $21.3K - $23.8K
299 $22K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
30
New
$701.85 - $1046.91 $21.1K - $31.4K
30 $21K
ICLN
Ishares

ETFs
1.85K
New
$11.35 - $14.51 $21K - $26.9K
1.85K $21K
WEC
Wec Energy Group, Inc.

Utilities
229
New
$92.94 - $101.82 $21.3K - $23.3K
229 $21K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
918
New
$23.63 - $26.47 $21.7K - $24.3K
918 $21K
IVW
Ishares S&P 500 Growth ETF

ETFs
214
New
$94.43 - $105.47 $20.2K - $22.6K
214 $21K
FDX
Fedex Corp

Industrials
75
New
$260.5 - $305.15 $19.5K - $22.9K
75 $21K
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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