Synergy Financial Group, LTD Portfolio Holdings

Synergy Financial Group, LTD

  • $129 Million
  • Q2 2025

Synergy Financial Group, LTD has filed its 13F form on August 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $129 Million distributed in 113 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $10.6M, Microsoft Corp with a value of $9.44M, Amazon Com Inc with a value of $8.96M, Shopify Inc. with a value of $7.47M, and Netflix Inc with a value of $5.4M.

Examining the 13F form we can see an increase of $23.4M in the current position value, from $106M to 129M.

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

Portfolio value $129 Million
Technology: $53.9 Million
Consumer Cyclical: $23.2 Million
ETFs: $20.1 Million
Communication Services: $18 Million
Financial Services: $7.27 Million
Industrials: $2.24 Million
Consumer Defensive: $1.7 Million
Energy: $1.04 Million
Other: $1.63 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.19B
$1.85 Million 1.44% of portfolio
32,983
Q2 2025 Reduced 6.93%
$1.8B
$417,000 0.32% of portfolio
31,033
Q2 2025 Reduced 8.23%
$1.15B
$270,000 0.21% of portfolio
9,063
Q4 2024 Reduced 2.31%
$966M
$133,000 0.1% of portfolio
18,959
Q1 2025 Reduced 4.98%

Summary

  • Portfolio
  • No. of Stocks 113
  • Current Value $129 Million
  • Prior Value $106 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 59 stocks
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