Synergy Financial Group, LTD Purchases in Q3 2024

Synergy Financial Group, LTD

  • $104 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
4.12K
+ 23.03%
$395.15 - $467.56 $1.63M - $1.93M
22K $9.47M
SHOP
Shopify Inc.

Technology
796
+ 1.25%
$52.26 - $80.75 $41.6K - $64.3K
64.5K $5.17M
TSLA
Tesla, Inc.

Consumer Cyclical
1.41K
+ 20.37%
$191.76 - $263.26 $270K - $370K
8.31K $2.17M
MELI
Mercadolibre Inc

Consumer Cyclical
16
+ 1.05%
$1591.44 - $2140.1 $25.5K - $34.2K
1.54K $3.16M
TTD
Trade Desk, Inc.

Technology
235
+ 0.49%
$83.08 - $110.79 $19.5K - $26K
47.9K $5.25M
META
Meta Platforms, Inc.

Communication Services
107
+ 1.65%
$453.41 - $572.44 $48.5K - $61.3K
6.6K $3.78M
ANET
Arista Networks, Inc.

Technology
12
+ 0.11%
$311.42 - $388.21 $3.74K - $4.66K
11.1K $4.27M
JD
Jd.Com, Inc.

Consumer Cyclical
7.47K
New
$24.95 - $40.01 $186K - $299K
7.47K $298K
ZG
Zillow Group, Inc.

Communication Services
4.37K
New
$40.35 - $65.79 $176K - $288K
4.37K $270K
WMT
Walmart Inc.

Consumer Defensive
3.29K
New
$66.91 - $81.4 $220K - $268K
3.29K $265K
UNH
Unitedhealth Group Inc

Healthcare
421
New
$488.01 - $604.18 $205K - $254K
421 $246K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
7.68K
+ 55.15%
$28.1 - $29.89 $216K - $229K
21.6K $645K
UNP
Union Pacific Corp

Industrials
987
New
$221.78 - $256.09 $219K - $253K
987 $243K
MA
Mastercard Inc

Financial Services
106
+ 2.96%
$429.6 - $500.99 $45.5K - $53.1K
3.68K $1.82M
KNSL
Kinsale Capital Group, Inc.

Financial Services
95
+ 4.04%
$370.41 - $491.09 $35.2K - $46.7K
2.45K $1.14M
SPY
Spdr S&P 500 ETF Trust

ETFs
406
New
$517.38 - $573.86 $210K - $233K
406 $232K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
3.49K
New
$41.77 - $67.84 $146K - $236K
3.49K $222K
NYT
New York Times CO

Communication Services
3.9K
New
$51.1 - $55.66 $199K - $217K
3.9K $217K
SE
Sea LTD

Consumer Cyclical
2.31K
New
$59.94 - $94.83 $138K - $219K
2.31K $217K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
2.66K
+ 11.06%
$49.94 - $56.3 $133K - $150K
26.7K $1.5M
VTI
Vanguard Total Stock Market Et

ETFs
710
New
$255.18 - $283.2 $181K - $201K
710 $201K
WD
Walker & Dunlop, Inc.

Financial Services
141
+ 1.67%
$93.87 - $113.96 $13.2K - $16.1K
8.6K $977K
VO
Vanguard Mid Cap ETF

ETFs
155
+ 4.15%
$237.84 - $263.83 $36.9K - $40.9K
3.89K $1.03M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
533
+ 2.33%
$41.9 - $48.26 $22.3K - $25.7K
23.4K $1.12M
ACN
Accenture PLC

Technology
219
+ 29.4%
$295.44 - $355.81 $64.7K - $77.9K
964 $340K
NEE
Nextera Energy Inc

Utilities
307
+ 5.41%
$69.9 - $84.97 $21.5K - $26.1K
5.98K $505K
PYPL
Pay Pal Holdings, Inc.

Financial Services
21
+ 0.42%
$57.22 - $80.08 $1.2K - $1.68K
5.06K $394K
AXON
Axon Enterprise, Inc.

Industrials
35
+ 4.92%
$286.16 - $399.6 $10K - $14K
747 $298K
QQQ
Invesco Qqq Trust, Series 1

ETFs
151
+ 9.64%
$434.77 - $502.96 $65.7K - $75.9K
1.72K $838K
VV
Vanguard Large Cap ETF

ETFs
153
+ 5.45%
$236.92 - $263.4 $36.2K - $40.3K
2.96K $779K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
48
+ 4.92%
$405.19 - $478.57 $19.4K - $23K
1.02K $471K
AVGO
Broadcom Inc.

Technology
5.76K
+ 896.42%
$136.27 - $1745.86 $784K - $10M
6.4K $1.1M
CRM
Salesforce, Inc.

Technology
120
+ 6.13%
$238.42 - $276.53 $28.6K - $33.2K
2.08K $568K
TSCO
Tractor Supply CO

Consumer Cyclical
120
+ 12.37%
$251.95 - $290.93 $30.2K - $34.9K
1.09K $317K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
14
+ 0.91%
$475.2 - $527.7 $6.65K - $7.39K
1.55K $815K
VNQ
Vanguard Specialized Funds Van

ETFs
13
+ 0.39%
$82.97 - $98.97 $1.08K - $1.29K
3.35K $325K
VB
Vanguard Small Cap ETF

ETFs
25
+ 1.32%
$214.77 - $237.72 $5.37K - $5.94K
1.92K $456K
XLI
Industrial Sector Spdr

ETFs
125
+ 7.29%
$120.56 - $135.44 $15.1K - $16.9K
1.84K $249K
KMI
Kinder Morgan, Inc.

Energy
24
+ 0.19%
$19.72 - $22.22 $473 - $533
12.8K $283K
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 1.54%
$3305.62 - $4268.05 $3.31K - $4.27K
66 $277K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
47
+ 1.22%
$58.03 - $65.37 $2.73K - $3.07K
3.91K $252K
HUBS
Hubspot Inc

Technology
116
+ 14.2%
$450.09 - $592.58 $52.2K - $68.7K
933 $495K
AMD
Advanced Micro Devices Inc

Technology
8
+ 0.26%
$128.67 - $183.96 $1.03K - $1.47K
3.07K $503K
GOOGL
Alphabet Inc.

Communication Services
465
+ 10.59%
$148.65 - $191.18 $69.1K - $88.9K
4.86K $805K
Goldman Sachs ETF Tr
6.71K
New
N/A
6.71K $0
ADSK
Autodesk, Inc.

Technology
7
+ 0.66%
$245.83 - $245.83 $1.72K - $1.72K
1.07K $264K
Goldman Sachs ETF Tr
5.93K
New
N/A
5.93K $0
INTU
Intuit Inc

Technology
5
+ 0.99%
$602.97 - $670.49 $3.01K - $3.35K
511 $317K
ADBE
Adobe Inc.

Technology
11
+ 1.98%
$508.13 - $586.55 $5.59K - $6.45K
566 $293K
Activity Summary
Buys All Purchases 59 New Holdings 13 Increased Positions 46 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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