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 Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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