Synergy Financial Group, LTD Reduced Holdings in Q3 2025

Synergy Financial Group, LTD

  • $141 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NFLX
Netflix Inc

Communication Services
-401
- 9.94%
$1147.87 - $1297.18 $460K - $520K
3.63K $4.36M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-274
- 0.83%
$38.58 - $58.24 $10.6K - $16K
32.7K $1.28M
ZS
Zscaler, Inc.

Technology
-406
- 6.34%
$267.68 - $316.5 $109K - $128K
5.99K $1.8M
DIS
Walt Disney CO

Communication Services
-153
- 1.51%
$112.25 - $124.0 $17.2K - $19K
9.98K $1.14M
COST
Costco Wholesale Corp

Consumer Defensive
-32
- 2.95%
$915.95 - $994.57 $29.3K - $31.8K
1.05K $973K
UPST
Upstart Holdings, Inc.

Financial Services
-95
- 1.51%
$50.8 - $84.13 $4.83K - $7.99K
6.19K $314K
SBUX
Starbucks Corp

Consumer Cyclical
-290
- 3.54%
$81.9 - $96.86 $23.8K - $28.1K
7.9K $668K
HUBS
Hubspot Inc

Technology
-5
- 0.6%
$420.79 - $560.9 $2.1K - $2.8K
825 $385K
ACN
Accenture PLC

Technology
-9
- 0.72%
$232.56 - $304.78 $2.09K - $2.74K
1.24K $304K
OKTA
Okta, Inc.

Technology
-120
- 1.75%
$88.51 - $101.1 $10.6K - $12.1K
6.72K $616K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-184
- 11.1%
$546.99 - $602.2 $101K - $111K
1.47K $884K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-1
- 1.56%
$5364.25 - $5815.92 $5.36K - $5.82K
63 $340K
KMI
Kinder Morgan, Inc.

Energy
-376
- 2.99%
$26.23 - $28.5 $9.86K - $10.7K
12.2K $345K
WM
Waste Management Inc

Industrials
-3
- 0.16%
$213.88 - $237.1 $642 - $711
1.92K $424K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
-1
- 0.04%
$98.64 - $113.55 $98.6 - $114
2.64K $274K
MA
Mastercard Inc

Financial Services
-63
- 1.82%
$550.18 - $598.96 $34.7K - $37.7K
3.4K $1.93M
SNOW
Snowflake Inc.

Technology
-74
- 1.69%
$191.73 - $241.0 $14.2K - $17.8K
4.31K $970K
SPY
Spdr S&P 500 ETF Trust

ETFs
-40
- 7.63%
$617.65 - $666.84 $24.7K - $26.7K
484 $322K
Arista Networks Inc
-10.1K
- 27.81%
N/A
26.2K $0
WDAY
Workday, Inc.

Technology
-4
- 0.3%
$213.69 - $247.69 $855 - $991
1.31K $315K
Atlassian Corporation
-137
- 7.28%
N/A
1.74K $0
TSCO
Tractor Supply CO

Consumer Cyclical
-176
- 3.49%
$54.08 - $62.65 $9.52K - $11K
4.87K $276K
ZM
Zoom Video Communications, Inc.

Technology
-275
- 3.75%
$69.77 - $86.83 $19.2K - $23.9K
7.06K $582K
ZG
Zillow Group, Inc.

Communication Services
-184
- 4.21%
$68.95 - $86.76 $12.7K - $16K
4.19K $311K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-76
- 1.79%
$68.24 - $73.73 $5.19K - $5.6K
4.16K $305K
VEEV
Veeva Systems Inc

Healthcare
-5
- 0.34%
$269.2 - $297.91 $1.35K - $1.49K
1.47K $436K
HSY
Hershey CO

Consumer Defensive
-2
- 0.16%
$161.95 - $193.45 $324 - $387
1.25K $234K
NEE
Nextera Energy Inc

Utilities
-8
- 0.17%
$69.77 - $77.54 $558 - $620
4.65K $350K
SE
Sea LTD

Consumer Cyclical
-68
- 3.27%
$146.23 - $196.5 $9.94K - $13.4K
2.01K $359K
IVV
Ishares Core S&P 500 ETF

ETFs
-3
- 0.45%
$620.67 - $670.08 $1.86K - $2.01K
658 $440K
ROKU
Roku, Inc

Communication Services
-34
- 1.07%
$79.98 - $101.78 $2.72K - $3.46K
3.13K $313K
NET
Cloudflare, Inc.

Technology
-88
- 2.56%
$181.39 - $228.28 $16K - $20.1K
3.36K $720K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-30
- 0.16%
$28.92 - $32.19 $868 - $966
18.7K $596K
WD
Walker & Dunlop, Inc.

Financial Services
-299
- 3.84%
$72.06 - $87.6 $21.5K - $26.2K
7.5K $626K
IBKR
Interactive Brokers Group, Inc.

Financial Services
-171
- 2.09%
$56.32 - $68.81 $9.63K - $11.8K
8.01K $550K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-149
- 2.42%
$567.77 - $614.76 $84.6K - $91.6K
6.02K $3.69M
AVGO
Broadcom Inc.

Technology
-162
- 3.02%
$264.74 - $369.57 $42.9K - $59.9K
5.21K $1.72M
AAPL
Apple Inc.

Technology
-392
- 1.75%
$202.38 - $256.87 $79.3K - $101K
22K $5.6M
NVDA
Nvidia Corp

Technology
-1.69K
- 2.52%
$153.3 - $186.58 $259K - $315K
65.3K $12.2M
SHOP
Shopify Inc.

Technology
-1.3K
- 2.0%
$112.11 - $157.12 $146K - $204K
63.4K $9.43M
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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