Synergy Financial Group, LTD Purchases and Sells in Q3 2025

Synergy Financial Group, LTD

$141 Million
Q3 2025

Top Buys

Incresed Positions

47 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	3.64K + 19.19%	$491.09 - $535.64 $1.79M - $1.95M	22.6K $11.7M
TSLA	245 + 1.86%	$293.94 - $444.72 $72K - $109K	13.4K $5.95M
GOOG	472 + 2.24%	$175.16 - $255.24 $82.7K - $120K	21.6K $5.25M
TMFC	6K + 13.61%	$63.92 - $70.83 $384K - $425K	50.1K $3.53M
AMZN	1.92K + 4.69%	$211.65 - $238.24 $405K - $456K	42.8K $9.39M
PLTR	1.47K + 50.36%	$130.68 - $186.97 $192K - $274K	4.38K $798K

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
U	8.38K New	$24.01 - $46.53 $201K - $390K	8.38K $335K
MU	1.31K New	$104.88 - $168.89 $138K - $222K	1.31K $219K
ULTA	378 New	$473.44 - $553.71 $179K - $209K	378 $206K
HLI	975 New	$181.55 - $209.19 $177K - $204K	975 $200K
CAPITAL GROUP DIVIDEND GROWE	5.89K New	N/A	5.89K $0

Top Sells

Reduced Positions

41 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NFLX	-401 - 9.94%	$1147.87 - $1297.18 $460K - $520K	3.63K $4.36M
CMG	-274 - 0.83%	$38.58 - $58.24 $10.6K - $16K	32.7K $1.28M
ZS	-406 - 6.34%	$267.68 - $316.5 $109K - $128K	5.99K $1.8M
DIS	-153 - 1.51%	$112.25 - $124.0 $17.2K - $19K	9.98K $1.14M
COST	-32 - 2.95%	$915.95 - $994.57 $29.3K - $31.8K	1.05K $973K
UPST	-95 - 1.51%	$50.8 - $84.13 $4.83K - $7.99K	6.19K $314K

Activity Summary All Purchases 52 New Holdings 5 Increased Positions 47 All Sells 41 Reductions 41 Sold out 0 Calls 0 Puts 0

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