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
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.77K
+ 6.44%
$64.88 - $72.1 $180K - $200K
45.8K $3.01B
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
1.51K
+ 2.02%
$24.5 - $24.95 $36.9K - $37.6K
76K $1.88B
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
912
+ 120.0%
$39.65 - $43.35 $36.2K - $39.5K
1.67K $70.4M
FNF
Fidelity National Financial, Inc.

Financial Services
559
New
$54.25 - $65.27 $30.3K - $36.5K
559 $36.4M
IGRO
Ishares Tr International Divid

ETFs
116
+ 1.99%
$66.91 - $73.87 $7.76K - $8.57K
5.95K $431M
TDIV
First Trust Nasdaq Technology

ETFs
625
+ 20.25%
$73.39 - $83.95 $45.9K - $52.5K
3.71K $273M
V
Visa Inc.

Financial Services
30
+ 5.29%
$306.92 - $362.71 $9.21K - $10.9K
597 $209M
AUSF
Global X Fds Adaptive U S Fact

ETFs
629
+ 121.9%
$41.68 - $43.97 $26.2K - $27.7K
1.15K $50M
PEN
Penumbra Inc

Healthcare
100
New
$237.28 - $303.76 $23.7K - $30.4K
100 $26.7M
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
1.86K
+ 8.93%
$10.91 - $11.42 $20.2K - $21.2K
22.7K $253M
SHW
Sherwin Williams CO

Basic Materials
70
+ 583.33%
$330.16 - $365.55 $23.1K - $25.6K
82 $28.6M
LGOV
First Tr ETF Iv Long Duration

ETFs
795
+ 9.51%
$20.41 - $21.7 $16.2K - $17.3K
9.16K $197M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
288
+ 153.19%
$80.73 - $94.96 $23.3K - $27.3K
476 $39.5M
KO
Coca Cola CO

Consumer Defensive
74
+ 4.33%
$60.81 - $72.32 $4.5K - $5.35K
1.78K $128M
ICVT
Ishares Tr Convertible Bond Et

ETFs
361
+ 5.45%
$83.18 - $89.27 $30K - $32.2K
6.99K $584M
First Trust
864
+ 9.06%
N/A
10.4K $216M
HDV
Ishares Core High Dividend ETF

ETFs
125
+ 26.82%
$110.86 - $121.12 $13.9K - $15.1K
591 $71.6M
Blackrock Ishares
339
+ 4.02%
N/A
8.77K $227M
FSK
Fs Kkr Capital Corp

Financial Services
1.27K
+ 12.99%
$20.47 - $24.06 $26K - $30.5K
11K $231M
FAD
First Tr Multi Cap Growth Alph

ETFs
159
+ 77.56%
$125.55 - $147.66 $20K - $23.5K
364 $47.1M
FDT
First Trust Developed Markets

ETFs
124
+ 5.31%
$53.51 - $60.98 $6.64K - $7.56K
2.46K $143M
AVUV
American Centy ETF Tr Avantis

ETFs
240
+ 49.08%
$84.95 - $100.62 $20.4K - $24.1K
729 $63.5M
PSA
Public Storage

Real Estate
50
New
$288.99 - $313.98 $14.4K - $15.7K
50 $15M
QTEC
First Trust Nasdaq 100 Technol

ETFs
91
+ 55.83%
$173.56 - $210.67 $15.8K - $19.2K
254 $44.1M
CRM
Salesforce, Inc.

Technology
50
+ 250.0%
$268.36 - $359.95 $13.4K - $18K
70 $18.8M
JPM
Jpmorgan Chase & CO

Financial Services
32
+ 4.51%
$225.19 - $279.95 $7.21K - $8.96K
742 $182M
Kenvue Inc
500
New
N/A
500 $12M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
91
+ 126.39%
$114.57 - $118.14 $10.4K - $10.8K
163 $19.3M
CGGO
Capital Group Global Growth Eq

ETFs
700
+ 6.82%
$28.33 - $30.84 $19.8K - $21.6K
11K $310M
COST
Costco Wholesale Corp

Consumer Defensive
10
+ 29.41%
$890.62 - $1076.86 $8.91K - $10.8K
44 $41.6M
AIQ
Global X Funds Global X Artifi

ETFs
284
New
$36.38 - $42.77 $10.3K - $12.1K
284 $10.3M
GRMN
Garmin LTD

Technology
1
+ 0.11%
$204.55 - $241.93 $205 - $242
913 $198M
Roundhill Generative
290
New
N/A
290 $10.1M
BOTZ
Global X Fds

ETFs
347
New
$28.46 - $34.53 $9.88K - $12K
347 $9.88M
RDVY
First Trust Rising Dividend Ac

ETFs
244
+ 2.71%
$57.22 - $63.39 $14K - $15.5K
9.26K $542M
AMGN
Amgen Inc

Healthcare
6
+ 4.62%
$258.59 - $327.36 $1.55K - $1.96K
136 $42.3M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
145
+ 6.06%
$48.31 - $49.23 $7K - $7.14K
2.54K $125M
VOT
Vanguard Mid Cap Growth Index

ETFs
53
+ 10.31%
$237.72 - $276.98 $12.6K - $14.7K
567 $139M
MNST
Monster Beverage Corp

Consumer Defensive
125
+ 142.05%
$46.16 - $58.58 $5.77K - $7.32K
213 $12.5M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
97
New
$69.81 - $78.9 $6.77K - $7.65K
97 $7.56M
FSIG
First Tr ETF Iv LTD Duration I
373
+ 7.2%
$18.74 - $19.04 $6.99K - $7.1K
5.56K $105M
PGR
Progressive Corp

Financial Services
26
New
$235.61 - $291.22 $6.13K - $7.57K
26 $7.36M
SPG
Simon Property Group Inc

Real Estate
44
New
$159.48 - $187.78 $7.02K - $8.26K
44 $7.31M
CVX
Chevron Corp

Energy
29
+ 32.22%
$146.71 - $167.97 $4.25K - $4.87K
119 $19.9M
EXPE
Expedia Group, Inc.

Consumer Cyclical
41
New
$157.11 - $206.52 $6.44K - $8.47K
41 $6.89M
FAAR
First Trust Vii Alternative Ab

ETFs
123
+ 3.61%
$27.81 - $28.97 $3.42K - $3.56K
3.53K $102M
SPVU
Invesco ETF Tr Ii S&P 500 Enha

ETFs
53
+ 3.53%
$49.08 - $52.44 $2.6K - $2.78K
1.56K $80.4M
Cava Group
73
New
N/A
73 $6.31M
PH
Parker Hannifin Corp

Industrials
10
New
$591.65 - $707.05 $5.92K - $7.07K
10 $6.08M
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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