Synergy Financial Group, LTD Incresed Positions in Q1 2024

Synergy Financial Group, LTD

  • $87.4 Million
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
ANET
Arista Networks, Inc.

Technology
33
+ 0.31%
$229.4 - $306.42 $7.57K - $10.1K
10.7K $3.09M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
10.7K
+ 127.04%
$39.04 - $42.23 $419K - $453K
19.2K $800K
CRWD
Crowd Strike Holdings, Inc.

Technology
517
+ 14.33%
$244.36 - $334.55 $126K - $173K
4.13K $1.32M
VO
Vanguard Mid Cap ETF

ETFs
859
+ 43.92%
$225.86 - $249.86 $194K - $215K
2.82K $703K
VV
Vanguard Large Cap ETF

ETFs
822
+ 79.73%
$214.62 - $240.49 $176K - $198K
1.85K $444K
ABNB
Airbnb, Inc.

Consumer Cyclical
307
+ 5.32%
$133.42 - $168.18 $41K - $51.6K
6.08K $1M
MA
Mastercard Inc

Financial Services
4
+ 0.11%
$418.77 - $488.64 $1.68K - $1.95K
3.79K $1.82M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
3.84K
+ 61.51%
$50.01 - $50.35 $192K - $194K
10.1K $508K
GBIL
Goldman Sachs Access Treasury

ETFs
1.8K
+ 27.89%
$99.75 - $100.89 $179K - $181K
8.24K $831K
OKTA
Okta, Inc.

Technology
133
+ 2.25%
$81.18 - $111.49 $10.8K - $14.8K
6.04K $631K
GOOGL
Alphabet Inc.

Communication Services
145
+ 2.98%
$131.4 - $153.51 $19.1K - $22.3K
5.01K $756K
HUBS
Hubspot Inc

Technology
87
+ 18.91%
$530.25 - $646.63 $46.1K - $56.3K
547 $342K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
23
+ 2.5%
$359.29 - $420.52 $8.26K - $9.67K
942 $396K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6
+ 0.45%
$429.43 - $481.35 $2.58K - $2.89K
1.34K $645K
QQQ
Invesco Qqq Trust, Series 1

ETFs
2
+ 0.13%
$396.28 - $446.38 $793 - $893
1.57K $697K
TSCO
Tractor Supply CO

Consumer Cyclical
1
+ 0.1%
$212.65 - $266.17 $213 - $266
970 $253K
PYPL
Pay Pal Holdings, Inc.

Financial Services
269
+ 6.26%
$56.13 - $66.99 $15.1K - $18K
4.57K $306K
PAYC
Paycom Software, Inc.

Technology
286
+ 8.21%
$173.89 - $204.6 $49.7K - $58.5K
3.77K $750K
DDOG
Datadog, Inc.

Technology
104
+ 1.38%
$112.42 - $136.15 $11.7K - $14.2K
7.63K $943K
SHOP
Shopify Inc.

Technology
935
+ 1.51%
$71.82 - $90.72 $67.2K - $84.8K
63K $4.86M
ADSK
Autodesk, Inc.

Technology
24
+ 2.3%
$227.19 - $266.68 $5.45K - $6.4K
1.07K $278K
DOCU
Docusign, Inc.

Technology
369
+ 10.79%
$49.98 - $63.55 $18.4K - $23.4K
3.79K $225K
NEE
Nextera Energy Inc

Utilities
12
+ 0.21%
$54.97 - $63.91 $660 - $767
5.69K $363K
INTU
Intuit Inc

Technology
4
+ 0.8%
$586.82 - $669.36 $2.35K - $2.68K
505 $328K
Atlassian Corporation
140
+ 4.96%
N/A
2.96K $0
ZM
Zoom Video Communications, Inc.

Technology
329
+ 7.38%
$61.32 - $70.91 $20.2K - $23.3K
4.79K $313K
SNOW
Snowflake Inc.

Technology
149
+ 6.92%
$156.31 - $236.0 $23.3K - $35.2K
2.3K $372K
WD
Walker & Dunlop, Inc.

Financial Services
261
+ 3.1%
$89.04 - $108.45 $23.2K - $28.3K
8.67K $876K
NKE
Nike, Inc.

Consumer Cyclical
15
+ 0.32%
$92.58 - $107.18 $1.39K - $1.61K
4.72K $443K
MELI
Mercadolibre Inc

Consumer Cyclical
11
+ 0.69%
$1499.51 - $1817.98 $16.5K - $20K
1.6K $2.42M
ZS
Zscaler, Inc.

Technology
208
+ 3.18%
$192.63 - $254.93 $40.1K - $53K
6.74K $1.3M
Activity Summary
Buys All Purchases 37 New Holdings 5 Increased Positions 32 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Synergy Financial Group, LTD Portfolio

Follow Synergy Financial Group, LTD and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Synergy Financial Group, LTD, based on Form 13F filings with the SEC.

News

Stay updated on Synergy Financial Group, LTD with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email