Synergy Investment Management, LLC Purchases in Q1 2025

Synergy Investment Management, LLC

  • $239 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
167K
+ 66.92%
$27.01 - $28.54 $4.51M - $4.76M
416K $11.6B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
57.2K
+ 111.77%
$49.78 - $53.19 $2.85M - $3.04M
108K $5.54B
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
133K
New
$18.54 - $18.88 $2.47M - $2.52M
133K $2.49B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
27.4K
+ 28.97%
$65.27 - $71.18 $1.79M - $1.95M
122K $8.1B
TLT
Ishares Barclays 20+ Year Trea

ETFs
15.9K
+ 19.67%
$85.29 - $92.57 $1.36M - $1.47M
96.7K $8.8B
OEF
Ishares S&P 100 ETF

ETFs
6.15K
+ 350.14%
N/A
7.9K $2.14B
IAU
Ishares Gold Trust

ETFs
24.6K
+ 167.24%
$49.74 - $58.96 $1.22M - $1.45M
39.3K $2.32B
SPTS
Spdr Portfolio Short Term Trea

ETFs
50K
+ 66.37%
$28.92 - $29.24 $1.45M - $1.46M
125K $3.67B
HEFA
Ishares Currency Hedged Msci E

ETFs
34.9K
+ 507.17%
$34.83 - $37.52 $1.22M - $1.31M
41.8K $1.52B
CGMS
Capital Grp Core Plus Income E
43.7K
+ 83.74%
N/A
95.9K $2.62B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
25.2K
+ 22.67%
$48.06 - $53.73 $1.21M - $1.35M
136K $6.65B
SPYG
Spdr Portfolio

ETFs
19.1K
+ 24.6%
$80.05 - $92.39 $1.53M - $1.76M
96.6K $7.76B
IUS
Invesco Ex Traded Self Indx Fd

ETFs
18.7K
+ 149.62%
$48.25 - $52.09 $903K - $975K
31.2K $1.54B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
9.57K
+ 726.02%
$89.18 - $104.04 $853K - $996K
10.9K $996M
Capital Group
28K
+ 233.01%
N/A
39.9K $1.05B
CGDV
Capital Group Divid Value ETF

ETFs
19K
+ 14.72%
$34.95 - $37.36 $664K - $710K
148K $5.28B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
20.3K
+ 215.78%
$29.34 - $31.31 $596K - $637K
29.8K $883M
Ishares Flexible
10.9K
+ 19.63%
N/A
66.1K $3.46B
FMHI
First Tr ETF Iii Municipal Hig

ETFs
11.3K
+ 440.99%
$47.47 - $48.84 $536K - $551K
13.8K $662M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.71K
+ 7.78%
$507.05 - $563.67 $1.37M - $1.53M
37.5K $19.3B
Capital Group
13.6K
+ 77.65%
N/A
31.1K $964M
Capital Group
15.3K
+ 423.61%
N/A
18.9K $511M
Blackrock Ishares
8.33K
New
N/A
8.33K $413M
CGMU
Capital Group Core Plus Income
14.7K
New
N/A
14.7K $394M
IYW
Ishares Dj Us Tech ETF

ETFs
3.98K
+ 30.39%
$140.44 - $166.79 $559K - $664K
17.1K $2.4B
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
12.1K
New
$23.18 - $24.68 $280K - $298K
12.1K $293M
First Trust
13.7K
New
N/A
13.7K $287M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
3.46K
+ 22.08%
$91.76 - $103.26 $317K - $357K
19.1K $1.77B
IEMG
Ishares Inc

ETFs
4.37K
+ 64.37%
N/A
11.2K $602M
Capital Group
9.75K
New
N/A
9.75K $244M
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
7.47K
New
$30.75 - $33.98 $230K - $254K
7.47K $233M
Capital Group
6.35K
+ 94.78%
N/A
13.1K $403M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
3.79K
+ 7.12%
$54.25 - $57.64 $205K - $218K
57K $3.14B
BND
Vanguard Bd Index Fd Inc Total

ETFs
2K
+ 11.48%
$71.17 - $73.66 $142K - $147K
19.4K $1.43B
QQQ
Invesco Qqq Trust, Series 1

ETFs
460
+ 32.51%
$468.34 - $539.52 $215K - $248K
1.88K $879M
FNDF
Schwab Fundamental Intl Large

ETFs
4.16K
New
$32.9 - $37.45 $137K - $156K
4.16K $150M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
2.35K
+ 15.04%
$41.61 - $44.72 $97.6K - $105K
17.9K $777M
BSX
Boston Scientific Corp

Healthcare
1.25K
New
$89.38 - $106.18 $111K - $132K
1.25K $126M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
2.54K
+ 37.45%
$46.18 - $47.84 $117K - $122K
9.32K $443M
AFLG
First Tr Exchange Traded Fd Vi
3.5K
New
N/A
3.5K $118M
FTGS
First Tr Exchange Traded Fd Gr
3.56K
+ 61.88%
N/A
9.31K $277M
EMB
Ishares Tr

ETFs
796
+ 6.02%
$88.64 - $92.03 $70.6K - $73.3K
14K $1.27B
CGSD
Capital Grp Core Plus Income E
2.9K
New
N/A
2.9K $74.8M
EEMV
Ishares Msci Emerging Markets

ETFs
1.2K
New
$57.07 - $59.29 $68.7K - $71.3K
1.2K $70.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
10
+ 1.24%
$442.66 - $534.52 $4.43K - $5.35K
814 $434M
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
2.12K
New
$29.02 - $34.76 $61.5K - $73.6K
2.12K $64.4M
CGGR
Capital Group Growth ETF Shs C

ETFs
7.18K
+ 11.53%
$33.98 - $39.84 $244K - $286K
69.4K $2.38B
JNJ
Johnson & Johnson

Healthcare
20
+ 0.76%
$142.06 - $167.7 $2.84K - $3.35K
2.65K $439M
CGUS
Capital Group Core Equity ETF
1.45K
+ 101.05%
$33.08 - $36.62 $48K - $53.1K
2.89K $96.4M
Activity Summary
Buys All Purchases 168 New Holdings 42 Increased Positions 126 Sells All Sells 141 Reductions 141 Sold out 0 Options Calls 0 Puts 0
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