Synergy Asset Management, LLC Portfolio Holdings
Synergy Asset Management, LLC
- $620 Million
- Q2 2024
Synergy Asset Management, LLC has filed its 13F form on August 05, 2024 for Q2 2024 where it was disclosed a total value porftolio of $620 Million distributed in 140 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 1 3 Month T Bil with a value of $59M, Microsoft Corp with a value of $50.3M, Ishares Trishares 0 3 Mnth Tre with a value of $38M, Nvidia Corp with a value of $28.5M, and Apple Inc. with a value of $25M.
Examining the 13F form we can see an increase of $45.8M in the current position value, from $574M to 620M.
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.