Synergy Asset Management, LLC has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $851 Million distributed in 185 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $78.8M, Spdr Bloomberg 1 3 Month T Bil with a value of $58.5M, Ishares Trishares 0 3 Mnth Tre with a value of $44.3M, Nvidia Corp with a value of $43.7M, and Apple Inc. with a value of $32.9M.
Examining the 13F form we can see an increase of $75.4M in the current position value, from $776M to 851M.
Synergy Asset Management, LLC is based out at Bellevue, WA
Below you can find more details about Synergy Asset Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$851 Million
Technology: $219 Million
ETFs: $186 Million
Healthcare: $111 Million
Communication Services: $86.9 Million
Consumer Cyclical: $70.7 Million
Financial Services: $55.7 Million
Consumer Defensive: $32.1 Million
Industrials: $31.2 Million
Other: $55.1 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
