Synergy Investment Management, LLC Purchases in Q4 2024

Synergy Investment Management, LLC

  • $233 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ADM
Archer Daniels Midland CO

Consumer Defensive
50
New
$49.38 - $59.52 $2.47K - $2.98K
50 $2.53M
Grayscale Ethereum
88
New
N/A
88 $2.47M
MTD
Mettler Toledo International Inc

Healthcare
2
New
$1160.67 - $1498.12 $2.32K - $3K
2 $2.45M
CTRA
Coterra Energy Inc.

Energy
94
New
$22.71 - $27.63 $2.13K - $2.6K
94 $2.4M
FDS
Factset Research Systems Inc

Financial Services
5
New
$449.69 - $495.72 $2.25K - $2.48K
5 $2.4M
ELS
Equity Lifestyle Properties Inc

Real Estate
36
New
$66.06 - $72.51 $2.38K - $2.61K
36 $2.4M
FELE
Franklin Electric CO Inc

Industrials
25
New
$95.71 - $110.4 $2.39K - $2.76K
25 $2.36M
PPL
Ppl Corp

Utilities
72
New
$31.47 - $35.0 $2.27K - $2.52K
72 $2.34M
VTWO
Vanguard Russell 2000 ETF

ETFs
26
New
$87.42 - $98.06 $2.27K - $2.55K
26 $2.32M
UNP
Union Pacific Corp

Industrials
10
New
$223.15 - $249.32 $2.23K - $2.49K
10 $2.28M
EVRG
Evergy, Inc.

Utilities
36
New
$59.06 - $65.0 $2.13K - $2.34K
36 $2.22M
EMN
Eastman Chemical CO

Basic Materials
24
New
$90.03 - $110.64 $2.16K - $2.66K
24 $2.19M
SFL
Sfl Corp Ltd.

Industrials
212
New
$9.72 - $11.76 $2.06K - $2.49K
212 $2.17M
SWKS
Skyworks Solutions, Inc.

Technology
24
New
$83.18 - $99.15 $2K - $2.38K
24 $2.13M
JKHY
Henry Jack & Associates Inc

Technology
12
New
$171.12 - $186.18 $2.05K - $2.23K
12 $2.1M
TMO
Thermo Fisher Scientific Inc.

Healthcare
4
New
$501.29 - $612.85 $2.01K - $2.45K
4 $2.08M
POOL
Pool Corp

Industrials
6
New
$339.32 - $390.03 $2.04K - $2.34K
6 $2.05M
EXR
Extra Space Storage Inc.

Real Estate
13
New
$142.35 - $178.32 $1.85K - $2.32K
13 $1.95M
SCL
Stepan CO

Basic Materials
30
New
$64.61 - $81.08 $1.94K - $2.43K
30 $1.94M
CNI
Canadian National Railway CO

Industrials
19
New
$100.62 - $117.12 $1.91K - $2.23K
19 $1.93M
CWT
California Water Service Group

Utilities
42
New
$45.33 - $54.6 $1.9K - $2.29K
42 $1.9M
WTRG
Essential Utilities, Inc.

Utilities
50
New
$36.18 - $40.55 $1.81K - $2.03K
50 $1.82M
JETS
ETF Ser Solutions U S Global J

ETFs
70
New
$20.04 - $25.93 $1.4K - $1.82K
70 $1.78M
AAL
American Airlines Group Inc.

Industrials
100
New
N/A
100 $1.74M
NMRK
Newmark Group, Inc.

Real Estate
136
New
$12.79 - $15.98 $1.74K - $2.17K
136 $1.74M
HSY
Hershey CO

Consumer Defensive
10
New
$168.67 - $193.65 $1.69K - $1.94K
10 $1.69M
POR
Portland General Electric CO

Utilities
38
New
$43.52 - $48.99 $1.65K - $1.86K
38 $1.66M
GPC
Genuine Parts CO

Consumer Cyclical
14
New
$113.11 - $143.63 $1.58K - $2.01K
14 $1.64M
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
23
New
$70.12 - $75.48 $1.61K - $1.74K
23 $1.62M
CVS
Cvs Health Corp

Healthcare
36
New
$43.78 - $67.46 $1.58K - $2.43K
36 $1.62M
Knife River
15
New
N/A
15 $1.53M
AES
Aes Corp

Utilities
118
New
$12.44 - $20.24 $1.47K - $2.39K
118 $1.52M
MDIV
First Trust Multi Asset Divers

ETFs
94
New
$15.95 - $16.94 $1.5K - $1.59K
94 $1.52M
DAR
Darling Ingredients Inc.

Consumer Defensive
44
New
$33.0 - $43.05 $1.45K - $1.89K
44 $1.48M
CRL
Charles River Laboratories International, Inc.

Healthcare
8
New
$178.58 - $220.69 $1.43K - $1.77K
8 $1.48M
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
26
New
$55.42 - $61.69 $1.44K - $1.6K
26 $1.44M
PTH
Invesco Exchange Traded Fd Tr

ETFs
36
New
$40.04 - $48.12 $1.44K - $1.73K
36 $1.44M
PAYC
Paycom Software, Inc.

Technology
7
New
$159.94 - $240.25 $1.12K - $1.68K
7 $1.44M
Tko Group
10
New
N/A
10 $1.42M
NEM
Newmont Corp

Basic Materials
38
New
$37.0 - $58.68 $1.41K - $2.23K
38 $1.41M
SVC
Service Properties Trust

Real Estate
544
New
$2.33 - $4.92 $1.27K - $2.68K
544 $1.38M
ALB
Albemarle Corp

Basic Materials
16
New
$86.08 - $111.3 $1.38K - $1.78K
16 $1.38M
FTV
Fortive Corp

Technology
18
New
$71.16 - $79.68 $1.28K - $1.43K
18 $1.35M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
100
New
$9.71 - $15.34 $971 - $1.53K
100 $1.33M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
7
New
$180.39 - $205.43 $1.26K - $1.44K
7 $1.33M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
57
New
$16.43 - $22.77 $937 - $1.3K
57 $1.26M
DXC
Dxc Technology CO

Technology
61
New
$19.59 - $22.83 $1.19K - $1.39K
61 $1.22M
MDU
Mdu Resources Group Inc

Industrials
63
New
$15.1 - $30.28 $951 - $1.91K
63 $1.14M
ETSY
Etsy Inc

Consumer Cyclical
21
New
$47.48 - $61.61 $997 - $1.29K
21 $1.11M
Activity Summary
Buys All Purchases 637 New Holdings 637 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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