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
ONON
On Holding Ag

Consumer Cyclical
137
New
$43.92 - $63.62 $6.02K - $8.72K
137 $6.02M
ABT
Abbott Laboratories

Healthcare
15
+ 7.65%
$111.1 - $140.22 $1.67K - $2.1K
211 $28M
CSM
Proshares Large Cap Core Plus

ETFs
92
New
$63.0 - $69.13 $5.8K - $6.36K
92 $5.86M
SIZE
Ishares Msci Usa Size Factor E

ETFs
40
New
$141.68 - $155.75 $5.67K - $6.23K
40 $5.82M
FEM
First Trust Emerging Markets A

ETFs
133
+ 4.22%
$21.28 - $23.9 $2.83K - $3.18K
3.29K $75.1M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
55
New
$97.38 - $104.52 $5.36K - $5.75K
55 $5.62M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
111
+ 32.94%
$53.6 - $58.97 $5.95K - $6.55K
448 $24.5M
XOM
Exxon Mobil Corp

Energy
2
+ 0.45%
$105.44 - $118.93 $211 - $238
442 $52.5M
SYY
Sysco Corp

Consumer Defensive
80
+ 8.91%
$70.0 - $77.13 $5.6K - $6.17K
978 $73.4M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
61
+ 3.61%
$27.47 - $30.62 $1.68K - $1.87K
1.75K $51.8M
ASML
Asml Holding Nv

Technology
7
+ 175.0%
$662.63 - $776.99 $4.64K - $5.44K
11 $7.29M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
22
+ 0.65%
$37.07 - $40.63 $816 - $894
3.43K $135M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
48
New
$78.12 - $83.7 $3.75K - $4.02K
48 $3.87M
HON
Honeywell International Inc

Industrials
21
+ 36.21%
$202.75 - $226.52 $4.26K - $4.76K
79 $16.8M
BMY
Bristol Myers Squibb CO

Healthcare
62
New
$53.9 - $63.11 $3.34K - $3.91K
62 $3.78M
SCHW
Schwab Charles Corp

Financial Services
1
+ 0.12%
$71.24 - $83.64 $71.2 - $83.6
858 $67.2M
SMDV
Proshares Tr Russell 2000 Divi

ETFs
54
New
$64.6 - $69.89 $3.49K - $3.77K
54 $3.54M
MRVL
Marvell Technology, Inc.

Technology
57
New
$61.57 - $126.06 $3.51K - $7.19K
57 $3.51M
MU
Micron Technology Inc

Technology
40
New
$86.89 - $109.38 $3.48K - $4.38K
40 $3.48M
IHDG
Wisdomtree Tr

ETFs
78
New
$43.4 - $47.51 $3.39K - $3.71K
78 $3.39M
Newsmax Inc
40
New
N/A
40 $3.34M
PG
Procter & Gamble CO

Consumer Defensive
3
+ 0.3%
$158.56 - $176.26 $476 - $529
1.02K $174M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
41
New
$77.33 - $90.16 $3.17K - $3.7K
41 $3.21M
BBUS
J P Morgan Exchg Traded Fd

ETFs
37
+ 33.94%
$99.5 - $110.97 $3.68K - $4.11K
146 $14.7M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
6
+ 8.82%
$408.78 - $448.82 $2.45K - $2.69K
74 $31.2M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
1.43K
+ 10.75%
$16.57 - $18.85 $23.7K - $27K
14.8K $245M
XLF
Financial Sector Spdr

ETFs
2
+ 0.12%
$47.32 - $52.19 $94.6 - $104
1.64K $81.9M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
79
+ 7.9%
$48.02 - $53.02 $3.79K - $4.19K
1.08K $53.4M
ZTS
Zoetis Inc.

Healthcare
14
New
$156.48 - $175.67 $2.19K - $2.46K
14 $2.31M
XLU
Utilities Sector Spdr

ETFs
1
+ 0.15%
$74.7 - $80.27 $74.7 - $80.3
671 $52.9M
MAR
Marriott International Inc

Consumer Cyclical
9
New
$237.01 - $304.45 $2.13K - $2.74K
9 $2.14M
UNP
Union Pacific Corp

Industrials
8
+ 80.0%
$225.21 - $254.42 $1.8K - $2.04K
18 $4.25M
TMO
Thermo Fisher Scientific Inc.

Healthcare
4
+ 100.0%
$497.6 - $606.74 $1.99K - $2.43K
8 $3.98M
DGRO
Ishares Core Dividend Growth E

ETFs
22
+ 3.67%
$60.46 - $64.42 $1.33K - $1.42K
622 $38.4M
XLB
Select Sector Spdr Fd Material

ETFs
1
+ 0.12%
$83.19 - $90.99 $83.2 - $91
814 $70M
FMF
First Trust Managed Futures St

ETFs
155
+ 3.94%
$45.87 - $48.39 $7.11K - $7.5K
4.09K $189M
F&G Annuities
38
New
N/A
38 $1.37M
MOS
Mosaic CO

Basic Materials
3
+ 0.61%
$23.08 - $28.8 $69.2 - $86.4
495 $13.4M
NEE
Nextera Energy Inc

Utilities
27
+ 3.18%
$66.96 - $76.16 $1.81K - $2.06K
875 $62M
DHR
Danaher Corp

Healthcare
10
+ 27.78%
$201.62 - $250.59 $2.02K - $2.51K
46 $9.43M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
12
+ 1.89%
$44.72 - $46.25 $537 - $555
647 $29.8M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
7
+ 0.91%
$42.18 - $45.16 $295 - $316
773 $34.2M
FTLS
First Tr Long/Short Equity ETF

ETFs
55
+ 3.76%
$63.42 - $68.17 $3.49K - $3.75K
1.52K $97.3M
TRP
Tc Energy Corp

Energy
9
+ 1.16%
$44.29 - $49.27 $399 - $443
787 $37.2M
CRSP
Crispr Therapeutics Ag

Healthcare
26
New
$34.03 - $53.02 $885 - $1.38K
26 $885K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
18
+ 13.64%
$42.38 - $43.28 $763 - $779
150 $6.38M
O
Realty Income Corp

Real Estate
1
+ 0.96%
$51.67 - $58.49 $51.7 - $58.5
105 $6.1M
AVRE
American Centy ETF Tr Avantis
2
+ 0.72%
$40.62 - $44.31 $81.2 - $88.6
280 $12M
REM
Ishares Tr Mtg Real Estate ETF

ETFs
1
+ 0.37%
$20.83 - $23.69 $20.8 - $23.7
268 $6.01M
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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