Synergy Financial Group, LTD Portfolio Holdings

Synergy Financial Group, LTD

  • $106 Million
  • Q1 2025

Synergy Financial Group, LTD has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $106 Million distributed in 108 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $7.57M, Nvidia Corp with a value of $7.16M, Microsoft Corp with a value of $7.02M, Shopify Inc. with a value of $5.89M, and Apple Inc. with a value of $4.71M.

Examining the 13F form we can see an decrease of $7.85M in the current position value, from $113M to 106M.

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

Portfolio value $106 Million
Technology: $41.2 Million
Consumer Cyclical: $19.4 Million
ETFs: $17.7 Million
Communication Services: $14 Million
Financial Services: $7.03 Million
Industrials: $1.85 Million
Consumer Defensive: $1.68 Million
Energy: $1.14 Million
Other: $1.55 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.25B
$703,000 0.67% of portfolio
8,239
Q1 2025 Added 0.35%
$2.89B
$350,000 0.33% of portfolio
11,143
Q1 2025 Reduced 0.66%
$4.22B
$331,000 0.31% of portfolio
6,298
Q1 2025 New
$5.66B
$300,000 0.28% of portfolio
5,450
Q1 2025 Reduced 0.09%
$3.91B
$292,000 0.28% of portfolio
4,373
Q3 2024 New
$4.48B
$266,000 0.25% of portfolio
5,793
Q4 2024 Reduced 10.1%
$8.65B
$255,000 0.24% of portfolio
2,641
Q4 2024 Reduced 17.31%
$3.57B
$236,000 0.22% of portfolio
820
Q4 2024 New
$9.73B
$232,000 0.22% of portfolio
3,294
Q1 2025 Added 11.36%
$4.97B
$213,000 0.2% of portfolio
2,364
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 108
  • Current Value $106 Million
  • Prior Value $113 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 12 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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