Synergy Financial Group, LTD Portfolio Holdings
Synergy Financial Group, LTD
- $141 Million
- Q3 2025
Synergy Financial Group, LTD has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $141 Million distributed in 115 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $12.2M, Microsoft Corp with a value of $11.7M, Shopify Inc. with a value of $9.43M, Amazon Com Inc with a value of $9.39M, and Tesla, Inc. with a value of $5.95M.
Examining the 13F form we can see an increase of $12M in the current position value, from $129M to 141M.
Below you can find more details about Synergy Financial Group, LTD portfolio as well as his latest detailed transactions.
Portfolio value
$141 Million
Technology: $61.1 Million
Consumer Cyclical: $24.6 Million
ETFs: $22.3 Million
Communication Services: $18.9 Million
Financial Services: $7.53 Million
Industrials: $2 Million
Consumer Defensive: $1.64 Million
Energy: $1.04 Million
Other: $1.78 Million