Synergy Asset Management, LLC ETFs

Synergy Asset Management, LLC

  • $851 Million
  • Q2 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$66.3B
$335,000 0.04% of portfolio
3,950
Q2 2025 Reduced 3.54%
$0
$316,000 0.04% of portfolio
2,609
Q1 2025 Reduced 50.0%
$0
$308,000 0.04% of portfolio
10,000
Q1 2025 New
$0
$304,000 0.04% of portfolio
3,286
Q2 2025 New
$0
$294,000 0.03% of portfolio
8,210
Q1 2025 Reduced 50.0%
$0
$293,000 0.03% of portfolio
5,192
Q2 2025 Added 19.06%
$0
$275,000 0.03% of portfolio
443
Q2 2025 Added 1.37%
$0
$270,000 0.03% of portfolio
5,897
Q2 2025 Added 1.64%
$0
$266,000 0.03% of portfolio
8,687
Q2 2025 Added 3.66%
$0
$255,000 0.03% of portfolio
900
Q2 2025 Reduced 19.06%
$0
$243,000 0.03% of portfolio
5,700
Q2 2025 New
$0
$234,000 0.03% of portfolio
3,456
Q2 2025 New
$0
$228,000 0.03% of portfolio
3,399
Q2 2025 New
$0
$225,000 0.03% of portfolio
1,158
Q2 2025 New
$0
$215,000 0.03% of portfolio
1,217
Q2 2025 New
$0
$209,000 0.02% of portfolio
1,571
Q2 2025 New
$0
$205,000 0.02% of portfolio
1,433
Q2 2025 New
$0
$205,000 0.02% of portfolio
1,901
Q2 2025 New
$0
$204,000 0.02% of portfolio
3,758
Q2 2025 New
Filter Shares Options
Track This Portfolio

Track Synergy Asset Management, LLC Portfolio

Follow Synergy Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Synergy Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Synergy Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email