Synergy Financial Group, LTD has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $87.4 Million distributed in 82 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $7.76M, Amazon Com Inc with a value of $7.62M, Nvidia Corp with a value of $6.05M, Shopify Inc. with a value of $4.86M, and Trade Desk, Inc. with a value of $4.29M.
Examining the 13F form we can see an increase of $6.52M in the current position value, from $80.9M to 87.4M.
Below you can find more details about Synergy Financial Group, LTD portfolio as well as his latest detailed transactions.
Portfolio value
$87.4 Million
Technology: $44.2 Million
Consumer Cyclical: $16.5 Million
Communication Services: $11.6 Million
ETFs: $7.3 Million
Financial Services: $5 Million
Consumer Defensive: $1.17 Million
Industrials: $1.04 Million
Utilities: $363,000
Other: $234,000
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions