Synergy Financial Group, LTD Incresed Positions in Q4 2024

Synergy Financial Group, LTD

  • $113 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
40K
+ 333.08%
$50.23 - $50.47 $2.01M - $2.02M
52.1K $2.62M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.07K
+ 198.77%
$521.84 - $558.82 $1.6M - $1.72M
4.62K $2.49M
TSLA
Tesla, Inc.

Consumer Cyclical
64
+ 0.77%
$213.65 - $479.86 $13.7K - $30.7K
8.37K $3.38M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
4.03K
+ 15.1%
$55.58 - $62.6 $224K - $253K
30.8K $1.85M
CRWD
Crowd Strike Holdings, Inc.

Technology
161
+ 4.08%
$275.15 - $388.2 $44.3K - $62.5K
4.11K $1.41M
AXON
Axon Enterprise, Inc.

Industrials
246
+ 32.93%
$399.22 - $689.78 $98.2K - $170K
993 $590K
SNOW
Snowflake Inc.

Technology
703
+ 24.88%
$109.65 - $186.51 $77.1K - $131K
3.53K $544K
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.86K
+ 36.82%
$77.25 - $91.3 $144K - $170K
6.92K $590K
PAYC
Paycom Software, Inc.

Technology
521
+ 24.83%
$159.94 - $240.25 $83.3K - $125K
2.62K $536K
GOOGL
Alphabet Inc.

Communication Services
359
+ 7.39%
$161.86 - $196.66 $58.1K - $70.6K
5.22K $987K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
738
+ 2.07%
$55.73 - $66.16 $41.1K - $48.8K
36.3K $2.19M
VV
Vanguard Large Cap ETF

ETFs
427
+ 14.43%
$260.27 - $280.65 $111K - $120K
3.39K $913K
DOCU
Docusign, Inc.

Technology
140
+ 3.41%
$61.42 - $106.99 $8.6K - $15K
4.24K $381K
ABNB
Airbnb, Inc.

Consumer Cyclical
759
+ 14.28%
$125.36 - $147.37 $95.1K - $112K
6.07K $798K
VO
Vanguard Mid Cap ETF

ETFs
382
+ 9.81%
$261.5 - $284.63 $99.9K - $109K
4.28K $1.13M
IBKR
Interactive Brokers Group, Inc.

Financial Services
10
+ 0.37%
$138.3 - $192.95 $1.38K - $1.93K
2.69K $474K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
2.61K
+ 12.1%
$29.73 - $30.81 $77.7K - $80.5K
24.2K $737K
KMI
Kinder Morgan, Inc.

Energy
694
+ 5.41%
$22.59 - $28.54 $15.7K - $19.8K
13.5K $370K
ZM
Zoom Video Communications, Inc.

Technology
263
+ 5.08%
$67.21 - $89.03 $17.7K - $23.4K
5.44K $443K
ACN
Accenture PLC

Technology
227
+ 23.55%
$343.9 - $376.86 $78.1K - $85.5K
1.19K $418K
OKTA
Okta, Inc.

Technology
616
+ 9.65%
$71.81 - $86.11 $44.2K - $53K
7K $551K
IVV
Ishares Core S&P 500 ETF

ETFs
51
+ 8.04%
$570.51 - $610.59 $29.1K - $31.1K
685 $403K
SCHG
Schwab Strategic Tr Us Large C

ETFs
16.1K
+ 295.29%
$25.93 - $105.3 $416K - $1.69M
21.5K $599K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
84
+ 8.2%
$442.29 - $483.08 $37.2K - $40.6K
1.11K $502K
KNSL
Kinsale Capital Group, Inc.

Financial Services
51
+ 2.08%
$424.05 - $524.22 $21.6K - $26.7K
2.5K $1.16M
WDAY
Workday, Inc.

Technology
10
+ 0.77%
$233.85 - $279.91 $2.34K - $2.8K
1.31K $338K
VB
Vanguard Small Cap ETF

ETFs
24
+ 1.25%
$233.76 - $261.58 $5.61K - $6.28K
1.95K $468K
EA
Electronic Arts Inc.

Communication Services
13
+ 0.51%
$140.69 - $167.97 $1.83K - $2.18K
2.56K $374K
WM
Waste Management Inc

Industrials
63
+ 3.28%
$201.79 - $228.46 $12.7K - $14.4K
1.99K $400K
Goldman Sachs ETF Tr
1
+ 0.02%
N/A
5.93K $0
Fidelity Wise Origin Bitcoin
1.2K
+ 9.73%
N/A
13.5K $0
SNPS
Synopsys Inc

Technology
4
+ 0.73%
$485.36 - $588.0 $1.94K - $2.35K
553 $268K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5K
+ 189.68%
$26.93 - $84.95 $135K - $425K
7.63K $208K
SCHV
Schwab Strategic Tr Us Large C

ETFs
5.09K
+ 188.56%
$25.79 - $80.4 $131K - $409K
7.79K $203K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
49
+ 1.25%
$58.88 - $64.8 $2.89K - $3.18K
3.95K $233K
UNH
Unitedhealth Group Inc

Healthcare
15
+ 3.56%
$485.52 - $625.25 $7.28K - $9.38K
436 $220K
TSCO
Tractor Supply CO

Consumer Cyclical
4.37K
+ 400.46%
$52.59 - $303.74 $230K - $1.33M
5.46K $289K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.3K
+ 5.56%
$44.04 - $49.49 $57.2K - $64.2K
24.7K $1.09M
AMD
Advanced Micro Devices Inc

Technology
1
+ 0.03%
$118.88 - $172.8 $119 - $173
3.07K $370K
MELI
Mercadolibre Inc

Consumer Cyclical
76
+ 4.93%
$1666.0 - $2117.3 $127K - $161K
1.62K $2.75M
Activity Summary
Buys All Purchases 52 New Holdings 11 Increased Positions 41 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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