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
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
500
New
$17.93 - $18.8 $8.97K - $9.4K
500 $9K
SBCF
Seacoast Banking Corp Of Florida

Financial Services
332
New
$25.57 - $30.9 $8.49K - $10.3K
332 $9K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
274
New
$33.39 - $37.66 $9.15K - $10.3K
274 $9K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
685
New
$13.61 - $14.58 $9.32K - $9.99K
685 $9K
MMT
Mfs Multimarket Income Trust

Financial Services
2.05K
New
$4.57 - $4.88 $9.38K - $10K
2.05K $9K
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
2.47K
New
$3.86 - $4.04 $9.52K - $9.97K
2.47K $9K
FXR
First Trust Industrials/Produc

ETFs
131
New
$74.81 - $83.27 $9.8K - $10.9K
131 $9K
EBAY
Ebay Inc

Consumer Cyclical
154
New
$57.51 - $67.17 $8.86K - $10.3K
154 $9K
MEGI
Main Stay Cbre Global Infrastructure Megatrends Fund

ETFs
747
New
$12.1 - $14.95 $9.04K - $11.2K
747 $9K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
22
New
$417.69 - $450.94 $9.19K - $9.92K
22 $9K
OKE
Oneok Inc

Energy
97
New
$92.28 - $117.05 $8.95K - $11.4K
97 $9K
SLRC
Slr Investment Corp.

Financial Services
600
New
$14.9 - $16.86 $8.94K - $10.1K
600 $9K
VGI
Virtus Global Multi Sector Income Fund

Financial Services
1.3K
New
$7.59 - $8.19 $9.87K - $10.6K
1.3K $9K
PFL
Pimco Income Strategy Fund

Financial Services
1.1K
New
$8.27 - $8.77 $9.1K - $9.65K
1.1K $9K
UAL
United Airlines Holdings, Inc.

Industrials
100
New
$55.62 - $102.44 $5.56K - $10.2K
100 $9K
SHEL
Shell PLC

Energy
148
New
$60.63 - $70.23 $8.97K - $10.4K
148 $9K
HUN
Huntsman Corp

Basic Materials
499
New
$17.57 - $24.21 $8.77K - $12.1K
499 $8K
DGRO
Ishares Core Dividend Growth E

ETFs
142
New
$60.73 - $64.94 $8.62K - $9.22K
142 $8K
MIN
Mfs Intermediate Income Trust

Financial Services
3.1K
New
$2.62 - $2.77 $8.12K - $8.59K
3.1K $8K
GD
General Dynamics Corp

Industrials
32
New
$260.28 - $314.03 $8.33K - $10K
32 $8K
GDDY
Go Daddy Inc.

Technology
43
New
$153.16 - $209.03 $6.59K - $8.99K
43 $8K
MSCI
Msci Inc.

Financial Services
14
New
$569.09 - $635.99 $7.97K - $8.9K
14 $8K
EARN
Ellington Residential Mortgage Reit

Real Estate
1.25K
New
$6.33 - $7.03 $7.91K - $8.79K
1.25K $8K
MFC
Manulife Financial Corp

Financial Services
284
New
$29.21 - $32.87 $8.3K - $9.34K
284 $8K
X
United States Steel Corp

Basic Materials
254
New
$30.14 - $42.31 $7.66K - $10.7K
254 $8K
LQD
Ishares Iboxx $ Investment Gra

ETFs
76
New
$106.56 - $113.11 $8.1K - $8.6K
76 $8K
ING
Ing Groep Nv

Financial Services
539
New
$15.1 - $17.73 $8.14K - $9.56K
539 $8K
PANW
Palo Alto Networks Inc

Technology
45
New
$181.96 - $405.9 $8.19K - $18.3K
45 $8K
HUM
Humana Inc

Healthcare
34
New
$233.89 - $304.18 $7.95K - $10.3K
34 $8K
PHK
Pimco High Income Fund

Financial Services
1.8K
New
$4.85 - $5.16 $8.73K - $9.29K
1.8K $8K
ZTR
Virtus Total Return Fund Inc.

Financial
1.5K
New
$5.8 - $6.24 $8.7K - $9.36K
1.5K $8K
ROAM
Hartford Multifactor Emerging

ETFs
379
New
$22.81 - $25.56 $8.64K - $9.69K
379 $8K
EL
Estee Lauder Companies Inc

Consumer Defensive
120
New
$62.74 - $97.24 $7.53K - $11.7K
120 $8K
IWF
Ishares Russell 1000 Gr ETF

ETFs
21
New
$370.24 - $418.94 $7.78K - $8.8K
21 $8K
DX
Dynex Capital Inc

Real Estate
700
New
$12.07 - $12.72 $8.45K - $8.9K
700 $8K
PEAK
Healthpeak Properties, Inc.

Real Estate
471
New
N/A
471 $8K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
484
New
$18.41 - $40.87 $8.91K - $19.8K
484 $8K
IWD
Ishares Russell 1000 Val ETF

ETFs
42
New
$183.23 - $199.79 $7.7K - $8.39K
42 $7K
ES
Eversource Energy

Utilities
129
New
$55.9 - $67.73 $7.21K - $8.74K
129 $7K
EVRG
Evergy, Inc.

Utilities
124
New
$59.06 - $65.0 $7.32K - $8.06K
124 $7K
KXI
Ishares Tr Global Consumer Sta

ETFs
123
New
$60.15 - $65.39 $7.4K - $8.04K
123 $7K
XYLD
Global X Fds S&P 500 Covered C

ETFs
170
New
$40.86 - $43.42 $6.95K - $7.38K
170 $7K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
356
New
$21.43 - $22.55 $7.63K - $8.03K
356 $7K
JNPR
Juniper Networks Inc

Technology
198
New
$35.08 - $39.26 $6.95K - $7.77K
198 $7K
VHT
Vanguard Health Care ETF

ETFs
30
New
$250.81 - $283.3 $7.52K - $8.5K
30 $7K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
950
New
$8.17 - $8.66 $7.76K - $8.23K
950 $7K
VEA
Vanguard Ftse Developed Market

ETFs
160
New
$47.57 - $52.44 $7.61K - $8.39K
160 $7K
MET
Metlife Inc

Financial Services
88
New
$78.15 - $88.25 $6.88K - $7.77K
88 $7K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
144
New
$50.73 - $51.08 $7.31K - $7.36K
144 $7K
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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