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 Market Cap. of $10 Billions to $200 Billions
