Synergy Financial Group, LTD Portfolio Holdings
Synergy Financial Group, LTD
- $94.3 Million
- Q2 2024
Synergy Financial Group, LTD has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $94.3 Million distributed in 82 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $8.46M, Amazon Com Inc with a value of $8.16M, Microsoft Corp with a value of $7.99M, Apple Inc. with a value of $4.78M, and Trade Desk, Inc. with a value of $4.65M.
Examining the 13F form we can see an increase of $6.93M in the current position value, from $87.4M to 94.3M.
Below you can find more details about Synergy Financial Group, LTD portfolio as well as his latest detailed transactions.
Portfolio value
$94.3 Million
Technology: $47.6 Million
Consumer Cyclical: $16.6 Million
Communication Services: $12.3 Million
ETFs: $10.5 Million
Financial Services: $4.55 Million
Consumer Defensive: $1.26 Million
Industrials: $984,000
Utilities: $401,000
Other: $254,000