Synergy Financial Group, LTD Portfolio Holdings
Synergy Financial Group, LTD
- $104 Million
- Q3 2024
Synergy Financial Group, LTD has filed its 13F form on November 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $104 Million distributed in 94 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $9.47M, Nvidia Corp with a value of $8.33M, Amazon Com Inc with a value of $7.88M, Trade Desk, Inc. with a value of $5.25M, and Shopify Inc. with a value of $5.17M.
Examining the 13F form we can see an increase of $9.22M in the current position value, from $94.3M to 104M.
Below you can find more details about Synergy Financial Group, LTD portfolio as well as his latest detailed transactions.
Portfolio value
$104 Million
Technology: $50.5 Million
Consumer Cyclical: $18.2 Million
Communication Services: $13.4 Million
ETFs: $12 Million
Financial Services: $5.65 Million
Consumer Defensive: $1.53 Million
Industrials: $1.29 Million
Utilities: $505,000
Other: $529,000
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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