Synergy Financial Group, LTD Portfolio Holdings

Synergy Financial Group, LTD

  • $141 Million
  • Q3 2025

Synergy Financial Group, LTD has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $141 Million distributed in 115 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $12.2M, Microsoft Corp with a value of $11.7M, Shopify Inc. with a value of $9.43M, Amazon Com Inc with a value of $9.39M, and Tesla, Inc. with a value of $5.95M.

Examining the 13F form we can see an increase of $12M in the current position value, from $129M to 141M.

Below you can find more details about Synergy Financial Group, LTD portfolio as well as his latest detailed transactions.

Portfolio value $141 Million
Technology: $61.1 Million
Consumer Cyclical: $24.6 Million
ETFs: $22.3 Million
Communication Services: $18.9 Million
Financial Services: $7.53 Million
Industrials: $2 Million
Consumer Defensive: $1.64 Million
Energy: $1.04 Million
Other: $1.78 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$12.2 Million 8.64% of portfolio
65,271
Q3 2025 Reduced 2.52%
$3.78T
$11.7 Million 8.31% of portfolio
22,613
Q3 2025 Added 19.19%
$174B
$9.43 Million 6.69% of portfolio
63,449
Q3 2025 Reduced 2.0%
$2.39T
$9.39 Million 6.66% of portfolio
42,765
Q3 2025 Added 4.69%
$1.29T
$5.95 Million 4.22% of portfolio
13,388
Q3 2025 Added 1.86%
$4.3T
$5.6 Million 3.97% of portfolio
22,001
Q3 2025 Reduced 1.75%
$1.37T
$5.25 Million 3.73% of portfolio
7,155
Q3 2025 Added 1.62%
$1.74T
$5.25 Million 3.73% of portfolio
21,575
Q3 2025 Added 2.24%
$49.1B
$4.36 Million 3.09% of portfolio
3,634
Q3 2025 Reduced 9.94%
$103B
$3.85 Million 2.73% of portfolio
1,647
Q3 2025 Added 2.87%
$18.6B
$3.71 Million 2.63% of portfolio
75,786
Q3 2025 Added 40.88%
$0
$3.69 Million 2.61% of portfolio
6,018
Q3 2025 Reduced 2.42%
$0
$3.53 Million 2.51% of portfolio
50,109
Q3 2025 Added 13.61%
$0
$2.44 Million 1.73% of portfolio
3,262
Q3 2025 Added 3.59%
$115B
$2.07 Million 1.47% of portfolio
4,225
Q3 2025 Added 2.6%
$512B
$1.93 Million 1.37% of portfolio
3,398
Q3 2025 Reduced 1.82%
$139B
$1.72 Million 1.22% of portfolio
5,208
Q3 2025 Reduced 3.02%
$0
$1.62 Million 1.15% of portfolio
5,519
Q3 2025 Added 2.68%
$0
$1.6 Million 1.14% of portfolio
29,558
Q3 2025 Added 1.19%
$0
$1.47 Million 1.05% of portfolio
4,785
Q3 2025 Added 3.44%
$875M
$1.28 Million 0.91% of portfolio
32,709
Q3 2025 Reduced 0.83%
$1.65T
$1.26 Million 0.89% of portfolio
5,170
Q3 2025 Added 2.74%
$169B
$1.22 Million 0.87% of portfolio
1,328
Q3 2025 Added 0.08%
$8.94B
$1.14 Million 0.81% of portfolio
2,677
Q3 2025 Added 1.59%
$193B
$1.14 Million 0.81% of portfolio
9,979
Q3 2025 Reduced 1.51%
$0
$1.12 Million 0.8% of portfolio
33,648
Q3 2025 Added 9.85%
$39.4B
$996,000 0.71% of portfolio
1,388
Q3 2025 Added 1.39%
$404B
$973,000 0.69% of portfolio
1,052
Q3 2025 Reduced 2.95%
$82.2B
$970,000 0.69% of portfolio
4,305
Q3 2025 Reduced 1.69%
$53.8B
$960,000 0.68% of portfolio
6,745
Q3 2025 Added 0.67%
$46.9B
$965,000 0.68% of portfolio
7,949
Q3 2025 Added 4.48%
$0
$884,000 0.63% of portfolio
1,473
Q3 2025 Reduced 11.1%
$9.97B
$806,000 0.57% of portfolio
3,874
Q3 2025 Added 6.75%
$342B
$798,000 0.57% of portfolio
4,380
Q3 2025 Added 50.36%
$181B
$731,000 0.52% of portfolio
7,468
Q2 2025 Reduced 1.71%
$59.6B
$720,000 0.51% of portfolio
3,356
Q3 2025 Reduced 2.56%
$97.3B
$668,000 0.47% of portfolio
7,898
Q3 2025 Reduced 3.54%
$71.6B
$646,000 0.46% of portfolio
9,640
Q3 2025 Added 5.01%
$12.7B
$616,000 0.44% of portfolio
6,721
Q3 2025 Reduced 1.75%
$2.16B
$626,000 0.44% of portfolio
7,495
Q3 2025 Reduced 3.84%
$405B
$591,000 0.42% of portfolio
611
Q3 2025 Added 14.85%
$0
$596,000 0.42% of portfolio
18,685
Q3 2025 Reduced 0.16%
$151B
$580,000 0.41% of portfolio
1,645
Q3 2025 Added 11.37%
$2.16B
$576,000 0.41% of portfolio
31,033
Q2 2025 Reduced 8.23%
$21.1B
$582,000 0.41% of portfolio
7,057
Q3 2025 Reduced 3.75%
$662B
$570,000 0.4% of portfolio
1,134
Q2 2025 Reduced 1.39%
$4.86B
$563,000 0.4% of portfolio
10,524
Q3 2025 Added 0.17%
$0
$543,000 0.39% of portfolio
2,137
Q3 2025 Added 0.61%
$388B
$549,000 0.39% of portfolio
3,395
Q3 2025 Added 2.6%

Summary

  • Portfolio
  • No. of Stocks 115
  • Current Value $141 Million
  • Prior Value $129 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
Track This Portfolio

Track Synergy Financial Group, LTD Portfolio

Follow Synergy Financial Group, LTD 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 Financial Group, LTD, based on Form 13F filings with the SEC.

News

Stay updated on Synergy Financial Group, LTD with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email