Synergy Financial Group, LTD Reduced Holdings in Q1 2025

Synergy Financial Group, LTD

  • $106 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
-41.1K
- 79.02%
$50.24 - $50.57 $2.07M - $2.08M
10.9K $551K
AMZN
Amazon Com Inc

Consumer Cyclical
-1.42K
- 3.45%
$190.26 - $242.06 $271K - $344K
39.8K $7.57M
MSFT
Microsoft Corp

Technology
-7
- 0.04%
$375.39 - $447.2 $2.63K - $3.13K
18.7K $7.02M
GBIL
Goldman Sachs Access Treasury

ETFs
-7.08K
- 62.91%
$99.85 - $100.19 $707K - $709K
4.17K $418K
AAPL
Apple Inc.

Technology
-342
- 1.59%
$209.68 - $247.1 $71.7K - $84.5K
21.2K $4.71M
NOW
Service Now, Inc.

Technology
-70
- 4.7%
$783.83 - $1170.39 $54.9K - $81.9K
1.42K $1.13M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-901
- 2.48%
$47.79 - $59.89 $43.1K - $54K
35.4K $1.78M
DIS
Walt Disney CO

Communication Services
-36
- 0.35%
$96.87 - $114.0 $3.49K - $4.1K
10.3K $1.02M
HUBS
Hubspot Inc

Technology
-2
- 0.24%
$571.29 - $819.71 $1.14K - $1.64K
845 $482K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-70
- 0.33%
$24.91 - $29.02 $1.74K - $2.03K
21.4K $536K
IBKR
Interactive Brokers Group, Inc.

Financial Services
-178
- 6.62%
$161.03 - $235.53 $28.7K - $41.9K
2.51K $415K
IVV
Ishares Core S&P 500 ETF

ETFs
-40
- 5.84%
$554.06 - $615.85 $22.2K - $24.6K
645 $362K
ADBE
Adobe Inc.

Technology
-14
- 2.49%
$377.84 - $464.11 $5.29K - $6.5K
548 $210K
SNPS
Synopsys Inc

Technology
-4
- 0.72%
$428.58 - $551.54 $1.71K - $2.21K
549 $235K
WMT
Walmart Inc.

Consumer Defensive
-260
- 7.93%
$84.5 - $105.05 $22K - $27.3K
3.02K $265K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-1
- 1.54%
$4295.4 - $5141.88 $4.3K - $5.14K
64 $294K
UDMY
Udemy, Inc.

Consumer Defensive
-994
- 4.98%
$7.32 - $10.1 $7.28K - $10K
19K $147K
INTU
Intuit Inc

Technology
-4
- 0.84%
$555.63 - $630.23 $2.22K - $2.52K
470 $288K
NEE
Nextera Energy Inc

Utilities
-67
- 1.42%
$66.96 - $76.16 $4.49K - $5.1K
4.67K $330K
EA
Electronic Arts Inc.

Communication Services
-4
- 0.16%
$116.53 - $146.29 $466 - $585
2.56K $369K
XLI
Industrial Sector Spdr

ETFs
-14
- 0.76%
$128.78 - $141.67 $1.8K - $1.98K
1.83K $239K
UNH
Unitedhealth Group Inc

Healthcare
-20
- 4.59%
$461.52 - $548.18 $9.23K - $11K
416 $217K
Fidelity Wise Origin Bitcoin
-1.12K
- 8.31%
N/A
12.4K $0
Arista Networks Inc
-822
- 2.16%
N/A
37.2K $0
JPM
Jpmorgan Chase & CO

Financial Services
-13
- 1.38%
$225.19 - $279.95 $2.93K - $3.64K
931 $228K
VTV
Vanguard Value ETF

ETFs
-1
- 0.04%
$167.73 - $179.21 $168 - $179
2.31K $398K
TSCO
Tractor Supply CO

Consumer Cyclical
-5
- 0.09%
$51.66 - $57.94 $258 - $290
5.45K $300K
PINS
Pinterest, Inc.

Communication Services
-165
- 1.93%
$29.79 - $40.0 $4.92K - $6.6K
8.38K $259K
KMI
Kinder Morgan, Inc.

Energy
-37
- 0.27%
$26.1 - $31.22 $966 - $1.16K
13.5K $384K
COST
Costco Wholesale Corp

Consumer Defensive
-4
- 0.36%
$890.62 - $1076.86 $3.56K - $4.31K
1.12K $1.06M
WM
Waste Management Inc

Industrials
-9
- 0.45%
$200.54 - $233.78 $1.8K - $2.1K
1.98K $457K
NFLX
Netflix Inc

Communication Services
-94
- 2.16%
$828.4 - $1058.6 $77.9K - $99.5K
4.27K $3.98M
MELI
Mercadolibre Inc

Consumer Cyclical
-63
- 3.89%
$1739.0 - $2260.0 $110K - $142K
1.56K $3.04M
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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