Synergy Financial Group, LTD Portfolio Holdings

Synergy Financial Group, LTD

  • $129 Million
  • Q2 2025

Synergy Financial Group, LTD has filed its 13F form on August 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $129 Million distributed in 113 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $10.6M, Microsoft Corp with a value of $9.44M, Amazon Com Inc with a value of $8.96M, Shopify Inc. with a value of $7.47M, and Netflix Inc with a value of $5.4M.

Examining the 13F form we can see an increase of $23.4M in the current position value, from $106M to 129M.

Below you can find more details about Synergy Financial Group, LTD portfolio as well as his latest detailed transactions.

Portfolio value $129 Million
Technology: $53.9 Million
Consumer Cyclical: $23.2 Million
ETFs: $20.1 Million
Communication Services: $18 Million
Financial Services: $7.27 Million
Industrials: $2.24 Million
Consumer Defensive: $1.7 Million
Energy: $1.04 Million
Other: $1.63 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$10.6 Million 8.2% of portfolio
66,959
Q2 2025 Added 1.32%
$3.95T
$9.44 Million 7.32% of portfolio
18,972
Q2 2025 Added 1.47%
$2.26T
$8.96 Million 6.95% of portfolio
40,850
Q2 2025 Added 2.64%
$178B
$7.47 Million 5.79% of portfolio
64,747
Q2 2025 Added 4.9%
$545B
$5.4 Million 4.19% of portfolio
4,035
Q2 2025 Reduced 5.41%
$1.78T
$5.2 Million 4.03% of portfolio
7,041
Q2 2025 Added 5.44%
$3.69T
$4.59 Million 3.56% of portfolio
22,393
Q2 2025 Added 5.59%
$118B
$4.18 Million 3.24% of portfolio
1,601
Q2 2025 Added 2.89%
$1.08T
$4.18 Million 3.24% of portfolio
13,143
Q2 2025 Added 10.06%
$23.7B
$3.87 Million 3.0% of portfolio
53,796
Q2 2025 Added 14.24%
$1.24T
$3.74 Million 2.9% of portfolio
21,103
Q2 2025 Added 10.98%
$93.6B
$2.1 Million 1.63% of portfolio
4,118
Q2 2025 Reduced 3.72%
$39.4B
$2.01 Million 1.56% of portfolio
6,399
Q2 2025 Reduced 3.62%
$548B
$1.94 Million 1.51% of portfolio
3,461
Q2 2025 Reduced 1.11%
$1.19B
$1.85 Million 1.44% of portfolio
32,983
Q2 2025 Reduced 6.93%
$127B
$1.48 Million 1.15% of portfolio
5,370
Q2 2025 Reduced 0.11%
$10B
$1.28 Million 0.99% of portfolio
2,635
Q2 2025 Reduced 3.73%
$207B
$1.26 Million 0.97% of portfolio
10,132
Q2 2025 Reduced 1.8%
$54.9B
$1.13 Million 0.88% of portfolio
1,369
Q2 2025 Added 4.5%
$439B
$1.07 Million 0.83% of portfolio
1,084
Q2 2025 Reduced 2.87%
$48.5B
$1.01 Million 0.78% of portfolio
7,608
Q2 2025 Reduced 0.41%
$61.8B
$979,000 0.76% of portfolio
4,379
Q2 2025 Reduced 6.73%
$37.5B
$900,000 0.7% of portfolio
6,700
Q2 2025 Reduced 3.5%
$1.21T
$886,000 0.69% of portfolio
5,032
Q2 2025 Reduced 5.36%
$12.9B
$839,000 0.65% of portfolio
3,629
Q2 2025 Added 3.77%
$108B
$750,000 0.58% of portfolio
8,188
Q2 2025 Reduced 9.25%
$182B
$696,000 0.54% of portfolio
7,468
Q2 2025 Reduced 1.71%
$13.6B
$683,000 0.53% of portfolio
6,841
Q2 2025 Reduced 6.34%
$78.6B
$682,000 0.53% of portfolio
9,180
Q2 2025 Reduced 0.12%
$57.3B
$674,000 0.52% of portfolio
3,444
Q2 2025 Reduced 2.85%
$17.6B
$571,000 0.44% of portfolio
7,332
Q2 2025 Reduced 2.21%
$157B
$571,000 0.44% of portfolio
1,477
Q2 2025 Added 169.53%
$2.75B
$549,000 0.43% of portfolio
7,794
Q2 2025 Reduced 5.4%
$621B
$550,000 0.43% of portfolio
1,134
Q2 2025 Reduced 1.39%
$232B
$541,000 0.42% of portfolio
1,987
Q2 2025 Reduced 6.49%
$3.76B
$460,000 0.36% of portfolio
10,506
Q2 2025 Reduced 5.72%
$282B
$469,000 0.36% of portfolio
3,309
Q2 2025 Added 1.97%
$20.3B
$462,000 0.36% of portfolio
830
Q2 2025 Reduced 1.78%
$6.14B
$453,000 0.35% of portfolio
8,176
Q2 2025 Added 225.74%
$95.6B
$440,000 0.34% of portfolio
1,926
Q2 2025 Reduced 2.53%
$38.7B
$423,000 0.33% of portfolio
1,470
Q1 2025 New
$295B
$426,000 0.33% of portfolio
532
Q2 2025 Reduced 4.83%
$49.5B
$408,000 0.32% of portfolio
2,556
Q1 2025 Reduced 0.16%
$1.8B
$417,000 0.32% of portfolio
31,033
Q2 2025 Reduced 8.23%
$83.2B
$404,000 0.31% of portfolio
1,902
Q2 2025 Added 1.87%
$367B
$397,000 0.31% of portfolio
2,913
Q2 2025 Added 1.5%
$5.16B
$406,000 0.31% of portfolio
6,281
Q2 2025 Added 8.42%
$302B
$391,000 0.3% of portfolio
2,733
Q2 2025 Reduced 1.41%
$217B
$370,000 0.29% of portfolio
64
Q1 2025 Reduced 1.54%

Summary

  • Portfolio
  • No. of Stocks 113
  • Current Value $129 Million
  • Prior Value $106 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 59 stocks
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