Synergy Financial Group, LTD Purchases and Sells in Q1 2025

Synergy Financial Group, LTD

$106 Million
Q1 2025

Top Buys

Incresed Positions

43 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	1.5K + 32.37%	$507.05 - $563.67 $758K - $843K	6.11K $3.14M
TMFC	10.8K + 35.03%	$54.9 - $62.36 $591K - $672K	41.5K $2.31M
VV	1.35K + 39.8%	$253.32 - $282.66 $341K - $381K	4.74K $1.22M
VO	1.16K + 27.01%	$251.87 - $277.95 $291K - $321K	5.43K $1.4M
VWO	4.76K + 19.31%	$42.5 - $46.71 $202K - $222K	29.4K $1.33M
PAYC	878 + 33.52%	$199.42 - $225.82 $175K - $198K	3.5K $764K

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VEEV	1.47K New	$210.58 - $246.8 $310K - $363K	1.47K $340K
EPR	6.3K New	$43.98 - $53.81 $277K - $339K	6.3K $331K
PLD	2.95K New	$103.59 - $124.04 $305K - $366K	2.95K $329K
EOG	2.31K New	$120.54 - $138.05 $278K - $319K	2.31K $295K
SPY	524 New	$551.42 - $612.93 $289K - $321K	524 $293K
UPS	2.42K New	$109.66 - $136.26 $265K - $329K	2.42K $265K

Top Sells

Reduced Positions

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GSST	-41.1K - 79.02%	$50.24 - $50.57 $2.07M - $2.08M	10.9K $551K
AMZN	-1.42K - 3.45%	$190.26 - $242.06 $271K - $344K	39.8K $7.57M
MSFT	-7 - 0.04%	$375.39 - $447.2 $2.63K - $3.13K	18.7K $7.02M
GBIL	-7.08K - 62.91%	$99.85 - $100.19 $707K - $709K	4.17K $418K
AAPL	-342 - 1.59%	$209.68 - $247.1 $71.7K - $84.5K	21.2K $4.71M
NOW	-70 - 4.7%	$783.83 - $1170.39 $54.9K - $81.9K	1.42K $1.13M

Activity Summary All Purchases 55 New Holdings 12 Increased Positions 43 All Sells 34 Reductions 34 Sold out 0 Calls 0 Puts 0

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