Synergy Financial Group, LTD Incresed Positions in Q1 2025

Synergy Financial Group, LTD

  • $106 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.5K
+ 32.37%
$507.05 - $563.67 $758K - $843K
6.11K $3.14M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
10.8K
+ 35.03%
$54.9 - $62.36 $591K - $672K
41.5K $2.31M
VV
Vanguard Large Cap ETF

ETFs
1.35K
+ 39.8%
$253.32 - $282.66 $341K - $381K
4.74K $1.22M
VO
Vanguard Mid Cap ETF

ETFs
1.16K
+ 27.01%
$251.87 - $277.95 $291K - $321K
5.43K $1.4M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.76K
+ 19.31%
$42.5 - $46.71 $202K - $222K
29.4K $1.33M
PAYC
Paycom Software, Inc.

Technology
878
+ 33.52%
$199.42 - $225.82 $175K - $198K
3.5K $764K
OKTA
Okta, Inc.

Technology
305
+ 4.36%
$78.83 - $116.72 $24K - $35.6K
7.3K $768K
CVX
Chevron Corp

Energy
1.07K
+ 62.68%
$146.71 - $167.97 $157K - $179K
2.77K $463K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
6.46K
+ 26.7%
$29.34 - $31.31 $190K - $202K
30.7K $910K
KNSL
Kinsale Capital Group, Inc.

Financial Services
238
+ 9.52%
$416.48 - $494.72 $99.1K - $118K
2.74K $1.33M
SNOW
Snowflake Inc.

Technology
1.17K
+ 33.08%
$146.16 - $192.78 $171K - $225K
4.7K $686K
ABNB
Airbnb, Inc.

Consumer Cyclical
1.57K
+ 25.77%
$119.38 - $161.42 $187K - $253K
7.64K $912K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
42
+ 3.79%
$442.66 - $534.52 $18.6K - $22.4K
1.15K $612K
ZM
Zoom Video Communications, Inc.

Technology
2.06K
+ 37.91%
$72.23 - $88.64 $149K - $183K
7.5K $553K
CRWD
Crowd Strike Holdings, Inc.

Technology
166
+ 4.04%
$308.86 - $455.36 $51.3K - $75.6K
4.28K $1.51M
AXON
Axon Enterprise, Inc.

Industrials
317
+ 31.92%
$496.65 - $710.01 $157K - $225K
1.31K $688K
UBER
Uber Technologies, Inc

Technology
25
+ 0.33%
$63.17 - $81.49 $1.58K - $2.04K
7.6K $553K
MA
Mastercard Inc

Financial Services
27
+ 0.78%
$504.67 - $576.31 $13.6K - $15.6K
3.5K $1.92M
META
Meta Platforms, Inc.

Communication Services
280
+ 4.38%
$576.36 - $736.67 $161K - $206K
6.68K $3.85M
SBUX
Starbucks Corp

Consumer Cyclical
35
+ 0.39%
$91.75 - $115.81 $3.21K - $4.05K
9.02K $885K
V
Visa Inc.

Financial Services
40
+ 5.42%
$306.92 - $362.71 $12.3K - $14.5K
778 $272K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
414
+ 10.47%
$58.01 - $64.46 $24K - $26.7K
4.37K $271K
ADSK
Autodesk, Inc.

Technology
94
+ 10.55%
N/A
985 $242K
ROKU
Roku, Inc

Communication Services
336
+ 11.36%
$67.36 - $99.07 $22.6K - $33.3K
3.29K $232K
DOCU
Docusign, Inc.

Technology
595
+ 14.03%
$74.7 - $97.7 $44.4K - $58.1K
4.84K $393K
VB
Vanguard Small Cap ETF

ETFs
209
+ 10.73%
$217.89 - $252.64 $45.5K - $52.8K
2.16K $478K
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.28K
+ 32.89%
$65.15 - $91.81 $148K - $209K
9.19K $599K
Goldman Sachs ETF Tr
10.7K
+ 159.13%
N/A
17.4K $0
Goldman Sachs ETF Tr
10.1K
+ 170.06%
N/A
16K $0
ACN
Accenture PLC

Technology
81
+ 6.8%
$300.91 - $398.25 $24.4K - $32.3K
1.27K $396K
WDAY
Workday, Inc.

Technology
10
+ 0.76%
$233.53 - $277.82 $2.34K - $2.78K
1.32K $308K
AMD
Advanced Micro Devices Inc

Technology
177
+ 5.77%
$96.63 - $129.55 $17.1K - $22.9K
3.25K $333K
WD
Walker & Dunlop, Inc.

Financial Services
29
+ 0.35%
$82.09 - $96.76 $2.38K - $2.81K
8.24K $703K
CRM
Salesforce, Inc.

Technology
57
+ 2.76%
$268.36 - $359.95 $15.3K - $20.5K
2.13K $570K
GOOGL
Alphabet Inc.

Communication Services
102
+ 1.96%
$154.33 - $206.19 $15.7K - $21K
5.32K $822K
DDOG
Datadog, Inc.

Technology
389
+ 5.94%
$98.68 - $151.89 $38.4K - $59.1K
6.94K $688K
TSLA
Tesla, Inc.

Consumer Cyclical
3.57K
+ 42.61%
$222.15 - $428.22 $793K - $1.53M
11.9K $3.09M
AVGO
Broadcom Inc.

Technology
9
+ 0.17%
$167.43 - $244.7 $1.51K - $2.2K
5.38K $900K
SHOP
Shopify Inc.

Technology
429
+ 0.7%
$90.59 - $129.31 $38.9K - $55.5K
61.7K $5.89M
GOOG
Alphabet Inc.

Communication Services
25
+ 0.13%
$156.06 - $207.71 $3.9K - $5.19K
19K $2.97M
NVDA
Nvidia Corp

Technology
1.98K
+ 3.09%
$106.98 - $149.43 $212K - $296K
66.1K $7.16M
TTD
Trade Desk, Inc.

Technology
497
+ 1.07%
$53.59 - $126.58 $26.6K - $62.9K
47.1K $2.58M
Activity Summary
Buys All Purchases 55 New Holdings 12 Increased Positions 43 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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