Synergy Financial Group, LTD Portfolio Holdings by Sector
Synergy Financial Group, LTD
- $104 Million
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Application | Technology
TTD SHOP NOW DDOG UBER CRM HUBS ZM 14 stocks |
$16,636
16.06% of portfolio
|
7
|
5
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ZS CRWD OKTA APPN NET ADBE SNPS 9 stocks |
$13,686
13.22% of portfolio
|
6
|
2
|
- | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
TMFC VWO VO GBIL QQQ VOO VV BUFR 20 stocks |
$11,768
11.36% of portfolio
|
12
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN MELI JD SE 4 stocks |
$11,559
11.16% of portfolio
|
4
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO AMD 3 stocks |
$9,932
9.59% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOG GOOGL PINS ZG Z 6 stocks |
$8,640
8.34% of portfolio
|
5
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$5,086
4.91% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
ANET 1 stocks |
$4,269
4.12% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$4,153
4.01% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
CMG SBUX 2 stocks |
$2,970
2.87% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA PYPL UPST 3 stocks |
$2,469
2.38% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$2,174
2.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$1,385
1.34% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
KNSL LMND 2 stocks |
$1,356
1.31% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Mortgage Finance | Financial Services
WD 1 stocks |
$977
0.94% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
ABNB BKNG 2 stocks |
$951
0.92% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ASML 1 stocks |
$530
0.51% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE 1 stocks |
$505
0.49% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$471
0.45% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$399
0.39% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
IBKR 1 stocks |
$373
0.36% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$365
0.35% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
|
Staffing & Employment Services | Industrials
UPWK 1 stocks |
$353
0.34% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN 1 stocks |
$340
0.33% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
TSCO 1 stocks |
$317
0.31% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
AXON 1 stocks |
$298
0.29% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
KMI 1 stocks |
$283
0.27% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Leisure | Consumer Cyclical
PLNT 1 stocks |
$259
0.25% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$246
0.24% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP 1 stocks |
$243
0.23% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Publishing | Communication Services
NYT 1 stocks |
$217
0.21% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$201
0.19% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Education & Training Services | Consumer Defensive
UDMY 1 stocks |
$148
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|