Synergy Financial Group, LTD Purchases and Sells in Q2 2025

Synergy Financial Group, LTD

$129 Million
Q2 2025

Top Buys

Incresed Positions

31 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	874 + 1.32%	$94.31 - $157.99 $82.4K - $138K	67K $10.6M
MSFT	274 + 1.47%	$354.56 - $497.45 $97.1K - $136K	19K $9.44M
SHOP	3.03K + 4.9%	$76.89 - $115.35 $233K - $349K	64.7K $7.47M
AMZN	1.05K + 2.64%	$167.32 - $223.3 $176K - $235K	40.9K $8.96M
META	363 + 5.44%	$484.66 - $738.09 $176K - $268K	7.04K $5.2M
TTD	6.71K + 14.24%	$45.27 - $79.4 $304K - $533K	53.8K $3.87M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TSM	1.03K New	$141.37 - $228.57 $145K - $235K	1.03K $232K
VTI	710 New	$243.75 - $303.93 $173K - $216K	710 $215K
CGDV	5.29K New	$31.93 - $39.49 $169K - $209K	5.29K $208K
SCHV	7.42K New	$23.55 - $27.67 $175K - $205K	7.42K $205K
WPM	2.29K New	$70.56 - $92.75 $162K - $213K	2.29K $205K

Top Sells

Reduced Positions

59 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GSST	-3.62K - 33.13%	$50.29 - $50.56 $182K - $183K	7.3K $369K
WD	-445 - 5.4%	$66.0 - $85.06 $29.4K - $37.9K	7.79K $549K
SBUX	-835 - 9.25%	$79.69 - $99.41 $66.5K - $83K	8.19K $750K
GBIL	-1.05K - 25.25%	$99.83 - $100.19 $105K - $106K	3.12K $312K
OKTA	-463 - 6.34%	$91.24 - $127.3 $42.2K - $58.9K	6.84K $683K
CVX	-39 - 1.41%	$133.73 - $168.51 $5.22K - $6.57K	2.73K $391K

Activity Summary All Purchases 36 New Holdings 5 Increased Positions 31 All Sells 59 Reductions 59 Sold out 0 Calls 0 Puts 0

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