Synergy Financial Group, LTD Purchases in Q3 2025

Synergy Financial Group, LTD

  • $141 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
3.64K
+ 19.19%
$491.09 - $535.64 $1.79M - $1.95M
22.6K $11.7M
TSLA
Tesla, Inc.

Consumer Cyclical
245
+ 1.86%
$293.94 - $444.72 $72K - $109K
13.4K $5.95M
GOOG
Alphabet Inc.

Communication Services
472
+ 2.24%
$175.16 - $255.24 $82.7K - $120K
21.6K $5.25M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
6K
+ 13.61%
$63.92 - $70.83 $384K - $425K
50.1K $3.53M
AMZN
Amazon Com Inc

Consumer Cyclical
1.92K
+ 4.69%
$211.65 - $238.24 $405K - $456K
42.8K $9.39M
PLTR
Palantir Technologies Inc.

Technology
1.47K
+ 50.36%
$130.68 - $186.97 $192K - $274K
4.38K $798K
GOOGL
Alphabet Inc.

Communication Services
138
+ 2.74%
$174.36 - $254.72 $24.1K - $35.2K
5.17K $1.26M
VGT
Vanguard Information Technolog

ETFs
113
+ 3.59%
$656.44 - $753.15 $74.2K - $85.1K
3.26K $2.44M
U
Unity Software Inc.

Technology
8.38K
New
$24.01 - $46.53 $201K - $390K
8.38K $335K
MU
Micron Technology Inc

Technology
1.31K
New
$104.88 - $168.89 $138K - $222K
1.31K $219K
HLI
Houlihan Lokey, Inc.

Financial Services
975
New
$181.55 - $209.19 $177K - $204K
975 $200K
ASML
Asml Holding Nv

Technology
79
+ 14.85%
$689.63 - $968.09 $54.5K - $76.5K
611 $591K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
349
+ 1.19%
$49.43 - $54.52 $17.3K - $19K
29.6K $1.6M
VV
Vanguard Large Cap ETF

ETFs
159
+ 3.44%
$285.05 - $309.14 $45.3K - $49.2K
4.79K $1.47M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
3.02K
+ 9.85%
$31.79 - $33.42 $95.9K - $101K
33.6K $1.12M
VO
Vanguard Mid Cap ETF

ETFs
144
+ 2.68%
$279.83 - $293.74 $40.3K - $42.3K
5.52K $1.62M
LMND
Lemonade, Inc.

Financial Services
18
+ 0.17%
$36.28 - $60.96 $653 - $1.1K
10.5K $563K
AMD
Advanced Micro Devices Inc

Technology
86
+ 2.6%
$134.8 - $184.42 $11.6K - $15.9K
3.4K $549K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
78
+ 7.59%
$224.68 - $282.71 $17.5K - $22.1K
1.11K $308K
DDOG
Datadog, Inc.

Technology
45
+ 0.67%
$124.52 - $155.15 $5.6K - $6.98K
6.75K $960K
META
Meta Platforms, Inc.

Communication Services
114
+ 1.62%
$695.21 - $791.73 $79.3K - $90.3K
7.16K $5.25M
JD
Jd.Com, Inc.

Consumer Cyclical
1.12K
+ 15.45%
$30.39 - $35.64 $34.1K - $40K
8.39K $293K
PLD
Prologis, Inc.

Real Estate
242
+ 8.19%
$104.08 - $115.35 $25.2K - $27.9K
3.2K $366K
ISCG
Ishares Morningstar Small Cap

ETFs
364
+ 5.06%
$49.84 - $55.14 $18.1K - $20.1K
7.56K $410K
VTI
Vanguard Total Stock Market Et

ETFs
108
+ 15.21%
$303.93 - $329.86 $32.8K - $35.6K
818 $268K
GBIL
Goldman Sachs Access Treasury

ETFs
479
+ 15.35%
$99.82 - $100.23 $47.8K - $48K
3.6K $360K
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
940
+ 12.87%
$50.37 - $50.7 $47.3K - $47.7K
8.24K $417K
VTV
Vanguard Value ETF

ETFs
109
+ 4.8%
$175.51 - $186.57 $19.1K - $20.3K
2.38K $444K
CVX
Chevron Corp

Energy
54
+ 1.98%
$145.57 - $161.83 $7.86K - $8.74K
2.79K $432K
VB
Vanguard Small Cap ETF

ETFs
13
+ 0.61%
$237.58 - $259.17 $3.09K - $3.37K
2.14K $543K
JPM
Jpmorgan Chase & CO

Financial Services
31
+ 3.28%
$282.78 - $316.06 $8.77K - $9.8K
977 $308K
ADBE
Adobe Inc.

Technology
168
+ 11.37%
$333.65 - $392.1 $56.1K - $65.9K
1.65K $580K
ADSK
Autodesk, Inc.

Technology
25
+ 2.79%
N/A
921 $226K
EPR
Epr Properties

Real Estate
81
+ 1.27%
$52.58 - $61.21 $4.26K - $4.96K
6.47K $375K
V
Visa Inc.

Financial Services
34
+ 4.36%
$332.09 - $358.86 $11.3K - $12.2K
813 $277K
Capital Group Dividend Growe
5.89K
New
N/A
5.89K $0
Goldman Sachs ETF Tr
1.22K
+ 8.43%
N/A
15.7K $0
Goldman Sachs ETF Tr
1.2K
+ 7.83%
N/A
16.5K $0
SNPS
Synopsys Inc

Technology
12
+ 2.17%
$387.78 - $645.35 $4.65K - $7.74K
564 $278K
DOCU
Docusign, Inc.

Technology
53
+ 1.14%
$67.14 - $85.01 $3.56K - $4.51K
4.7K $338K
CRWD
Crowd Strike Holdings, Inc.

Technology
107
+ 2.6%
$412.46 - $514.1 $44.1K - $55K
4.23K $2.07M
PAYC
Paycom Software, Inc.

Technology
245
+ 6.75%
$208.14 - $238.8 $51K - $58.5K
3.87K $806K
PYPL
Pay Pal Holdings, Inc.

Financial Services
460
+ 5.01%
$65.64 - $78.22 $30.2K - $36K
9.64K $646K
WHR
Whirlpool Corp

Consumer Cyclical
199
+ 8.42%
$77.47 - $110.59 $15.4K - $22K
2.56K $201K
ABNB
Airbnb, Inc.

Consumer Cyclical
341
+ 4.48%
$118.3 - $142.16 $40.3K - $48.5K
7.95K $965K
CRM
Salesforce, Inc.

Technology
48
+ 2.42%
$231.66 - $273.65 $11.1K - $13.1K
2.04K $482K
AXON
Axon Enterprise, Inc.

Industrials
19
+ 1.39%
$698.02 - $870.97 $13.3K - $16.5K
1.39K $996K
KNSL
Kinsale Capital Group, Inc.

Financial Services
42
+ 1.59%
$415.15 - $489.89 $17.4K - $20.6K
2.68K $1.14M
NOW
Service Now, Inc.

Technology
1
+ 0.08%
$850.86 - $1044.69 $851 - $1.04K
1.33K $1.22M
Activity Summary
Buys All Purchases 52 New Holdings 5 Increased Positions 47 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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