Synergy Financial Group, LTD Sells in Q2 2025

Synergy Financial Group, LTD

  • $129 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
-3.62K
- 33.13%
$50.29 - $50.56 $182K - $183K
7.3K $369K
WD
Walker & Dunlop, Inc.

Financial Services
-445
- 5.4%
$66.0 - $85.06 $29.4K - $37.9K
7.79K $549K
SBUX
Starbucks Corp

Consumer Cyclical
-835
- 9.25%
$79.69 - $99.41 $66.5K - $83K
8.19K $750K
GBIL
Goldman Sachs Access Treasury

ETFs
-1.05K
- 25.25%
$99.83 - $100.19 $105K - $106K
3.12K $312K
OKTA
Okta, Inc.

Technology
-463
- 6.34%
$91.24 - $127.3 $42.2K - $58.9K
6.84K $683K
CVX
Chevron Corp

Energy
-39
- 1.41%
$133.73 - $168.51 $5.22K - $6.57K
2.73K $391K
JD
Jd.Com, Inc.

Consumer Cyclical
-208
- 2.78%
$31.44 - $41.32 $6.54K - $8.59K
7.26K $237K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-16
- 1.39%
$483.48 - $539.8 $7.74K - $8.64K
1.13K $550K
KNSL
Kinsale Capital Group, Inc.

Financial Services
-102
- 3.73%
$419.99 - $501.97 $42.8K - $51.2K
2.64K $1.28M
TSCO
Tractor Supply CO

Consumer Cyclical
-408
- 7.49%
$47.86 - $55.77 $19.5K - $22.8K
5.04K $266K
CRM
Salesforce, Inc.

Technology
-138
- 6.49%
$236.26 - $291.15 $32.6K - $40.2K
1.99K $541K
ACN
Accenture PLC

Technology
-27
- 2.12%
$279.23 - $323.21 $7.54K - $8.73K
1.25K $372K
UPWK
Upwork, Inc

Industrials
-2.78K
- 8.23%
$11.8 - $17.5 $32.8K - $48.7K
31K $417K
ADSK
Autodesk, Inc.

Technology
-89
- 9.04%
N/A
896 $220K
HUBS
Hubspot Inc

Technology
-15
- 1.78%
$487.07 - $672.24 $7.31K - $10.1K
830 $462K
WM
Waste Management Inc

Industrials
-50
- 2.53%
$216.47 - $242.1 $10.8K - $12.1K
1.93K $440K
KMI
Kinder Morgan, Inc.

Energy
-912
- 6.77%
$25.21 - $29.4 $23K - $26.8K
12.6K $369K
NEE
Nextera Energy Inc

Utilities
-13
- 0.28%
$64.11 - $75.0 $833 - $975
4.65K $323K
Atlassian Corporation
-224
- 10.64%
N/A
1.88K $0
Arista Networks Inc
-1K
- 2.69%
N/A
36.2K $0
Goldman Sachs ETF Tr
-1.57K
- 9.83%
N/A
14.4K $0
Goldman Sachs ETF Tr
-2.04K
- 11.75%
N/A
15.3K $0
VTV
Vanguard Value ETF

ETFs
-33
- 1.43%
$153.67 - $176.74 $5.07K - $5.83K
2.27K $401K
WDAY
Workday, Inc.

Technology
-5
- 0.38%
$210.47 - $274.71 $1.05K - $1.37K
1.32K $315K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-2.72K
- 12.67%
$22.27 - $29.21 $60.5K - $79.3K
18.7K $546K
COST
Costco Wholesale Corp

Consumer Defensive
-32
- 2.87%
$908.13 - $1056.85 $29.1K - $33.8K
1.08K $1.07M
ZM
Zoom Video Communications, Inc.

Technology
-166
- 2.21%
$66.7 - $84.62 $11.1K - $14K
7.33K $571K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-134
- 3.07%
$55.54 - $69.09 $7.44K - $9.26K
4.23K $292K
VB
Vanguard Small Cap ETF

ETFs
-33
- 1.53%
$193.73 - $237.37 $6.39K - $7.83K
2.12K $503K
WMT
Walmart Inc.

Consumer Defensive
-52
- 1.72%
$81.79 - $99.98 $4.25K - $5.2K
2.97K $290K
PINS
Pinterest, Inc.

Communication Services
-459
- 5.48%
$24.21 - $35.95 $11.1K - $16.5K
7.92K $284K
MA
Mastercard Inc

Financial Services
-39
- 1.11%
$479.92 - $590.74 $18.7K - $23K
3.46K $1.94M
TTWO
Take Two Interactive Software Inc

Communication Services
-37
- 3.74%
$194.58 - $243.05 $7.2K - $8.99K
953 $231K
SE
Sea LTD

Consumer Cyclical
-228
- 9.89%
$105.57 - $170.4 $24.1K - $38.9K
2.08K $332K
ROKU
Roku, Inc

Communication Services
-131
- 3.98%
$55.1 - $87.89 $7.22K - $11.5K
3.16K $277K
ASML
Asml Holding Nv

Technology
-27
- 4.83%
$595.37 - $815.24 $16.1K - $22K
532 $426K
GOOGL
Alphabet Inc.

Communication Services
-285
- 5.36%
$144.7 - $178.6 $41.2K - $50.9K
5.03K $886K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-36
- 0.12%
$27.3 - $31.8 $983 - $1.14K
30.6K $974K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-2.46K
- 6.93%
$45.98 - $56.15 $113K - $138K
33K $1.85M
INTU
Intuit Inc

Technology
-4
- 0.85%
$544.07 - $787.63 $2.18K - $3.15K
466 $367K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-11
- 0.12%
$57.41 - $74.81 $632 - $823
9.18K $682K
ABNB
Airbnb, Inc.

Consumer Cyclical
-31
- 0.41%
$105.69 - $140.64 $3.28K - $4.36K
7.61K $1.01M
VO
Vanguard Mid Cap ETF

ETFs
-56
- 1.03%
$228.54 - $279.83 $12.8K - $15.7K
5.38K $1.5M
VV
Vanguard Large Cap ETF

ETFs
-109
- 2.3%
$228.25 - $285.3 $24.9K - $31.1K
4.63K $1.32M
LMND
Lemonade, Inc.

Financial Services
-637
- 5.72%
$25.12 - $45.79 $16K - $29.2K
10.5K $460K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-216
- 0.73%
$39.89 - $49.46 $8.62K - $10.7K
29.2K $1.44M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-31
- 1.84%
$416.06 - $551.64 $12.9K - $17.1K
1.66K $914K
UBER
Uber Technologies, Inc

Technology
-130
- 1.71%
$64.62 - $93.3 $8.4K - $12.1K
7.47K $696K
DDOG
Datadog, Inc.

Technology
-243
- 3.5%
$87.0 - $134.33 $21.1K - $32.6K
6.7K $900K
Activity Summary
Buys All Purchases 36 New Holdings 5 Increased Positions 31 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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