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
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
800
New
$30.48 - $34.2 $24.4K - $27.4K
800 $24.4M
MPC
Marathon Petroleum Corp

Energy
174
New
$131.65 - $174.84 $22.9K - $30.4K
174 $24.3M
EME
Emcor Group, Inc.

Industrials
54
New
$427.96 - $526.95 $23.1K - $28.5K
54 $24.1M
IXUS
Ishares Tr

ETFs
360
New
$65.95 - $72.56 $23.7K - $26.1K
360 $23.8M
EFA
Ishares Tr Msci Eafe ETF

ETFs
315
New
$75.1 - $82.99 $23.7K - $26.1K
315 $23.8M
PRU
Prudential Financial Inc

Financial Services
200
New
$114.59 - $129.52 $22.9K - $25.9K
200 $23.7M
ISCB
International Speedway Corp

ETFs
400
New
$57.44 - $64.3 $23K - $25.7K
400 $23.5M
GLW
Corning Inc

Technology
485
New
$44.11 - $49.76 $21.4K - $24.1K
485 $23M
Calibercos Inc
32K
New
N/A
32K $22.4M
EW
Edwards Lifesciences Corp

Healthcare
302
New
$64.54 - $75.92 $19.5K - $22.9K
302 $22.4M
PEP
Pepsico Inc

Consumer Defensive
146
New
$151.29 - $176.1 $22.1K - $25.7K
146 $22.1M
ABT
Abbott Laboratories

Healthcare
196
New
$111.93 - $119.39 $21.9K - $23.4K
196 $22.1M
ROST
Ross Stores, Inc.

Consumer Cyclical
146
New
$138.59 - $156.61 $20.2K - $22.9K
146 $22M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
963
New
$22.01 - $66.82 $21.2K - $64.3K
963 $21.9M
AUSF
Global X Fds Adaptive U S Fact

ETFs
516
New
$41.71 - $45.09 $21.5K - $23.3K
516 $21.7M
PDN
Invesco Fd Tr

ETFs
683
New
$31.62 - $34.97 $21.6K - $23.9K
683 $21.6M
EQIX
Equinix Inc

Real Estate
22
New
$865.69 - $985.0 $19K - $21.7K
22 $20.7M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
337
New
$60.13 - $67.31 $20.3K - $22.7K
337 $20.5M
SCHG
Schwab Strategic Tr Us Large C

ETFs
732
New
$25.93 - $105.3 $19K - $77.1K
732 $20.4M
IDU
Ishares Tr U S Utils ETF

ETFs
207
New
$94.65 - $105.73 $19.6K - $21.9K
207 $19.9M
FAST
Fastenal CO

Industrials
276
New
$69.99 - $84.35 $19.3K - $23.3K
276 $19.8M
IWR
Ishares Russell Mid Cap ETF

ETFs
224
New
$87.25 - $95.52 $19.5K - $21.4K
224 $19.8M
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
342
New
$57.07 - $62.58 $19.5K - $21.4K
342 $19.5M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
337
New
$56.06 - $61.35 $18.9K - $20.7K
337 $19M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
199
New
$94.79 - $95.69 $18.9K - $19K
199 $18.9M
SHEL
Shell PLC

Energy
300
New
$60.63 - $70.23 $18.2K - $21.1K
300 $18.8M
EMR
Emerson Electric CO

Industrials
150
New
$108.13 - $134.33 $16.2K - $20.1K
150 $18.6M
MAIN
Main Street Capital Corp

Financial Services
315
New
$49.95 - $58.58 $15.7K - $18.5K
315 $18.5M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
250
New
N/A
250 $18.1M
DTE
Dte Energy CO

Utilities
150
New
$117.04 - $129.77 $17.6K - $19.5K
150 $18.1M
EBND
Spdr Bloomberg Emerging Market

ETFs
923
New
$19.53 - $21.1 $18K - $19.5K
923 $18M
NXTG
First Tr Exchange Traded Fd Ii

ETFs
209
New
$83.21 - $88.08 $17.4K - $18.4K
209 $17.8M
KR
Kroger CO

Consumer Defensive
291
New
$55.21 - $63.3 $16.1K - $18.4K
291 $17.8M
MRK
Merck & Co., Inc.

Healthcare
175
New
$96.31 - $114.76 $16.9K - $20.1K
175 $17.4M
NUE
Nucor Corp

Basic Materials
149
New
$115.78 - $167.74 $17.3K - $25K
149 $17.3M
ICF
Ishares Tr

ETFs
288
New
$58.8 - $66.61 $16.9K - $19.2K
288 $17.3M
TJX
Tjx Companies Inc

Consumer Cyclical
142
New
$112.15 - $127.2 $15.9K - $18.1K
142 $17M
DHS
Wisdomtree Tr U.S

ETFs
182
New
$92.66 - $100.58 $16.9K - $18.3K
182 $17M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
188
New
$89.9 - $100.66 $16.9K - $18.9K
188 $17M
ROBO
Robo Global Robotics And Autom

ETFs
300
New
$55.06 - $58.6 $16.5K - $17.6K
300 $16.9M
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
260
New
$64.29 - $75.41 $16.7K - $19.6K
260 $16.8M
VNQI
Vanguard Global Ex U.S. Real

ETFs
416
New
$39.22 - $47.52 $16.3K - $19.8K
416 $16.5M
EDV
Vanguard Extended Duration Tre

ETFs
237
New
$67.27 - $79.67 $15.9K - $18.9K
237 $16.1M
XLV
Select Sector Spdr Fund Health

ETFs
117
New
$136.28 - $154.74 $15.9K - $18.1K
117 $16M
NOW
Service Now, Inc.

Technology
15
New
$867.18 - $1148.42 $13K - $17.2K
15 $15.9M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
252
New
$62.71 - $68.47 $15.8K - $17.3K
252 $15.9M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
43
New
$340.59 - $380.5 $14.6K - $16.4K
43 $15.7M
GD
General Dynamics Corp

Industrials
59
New
$260.28 - $314.03 $15.4K - $18.5K
59 $15.5M
DGS
Wisdomtree Emerging Markets Sm

ETFs
310
New
$48.87 - $53.53 $15.1K - $16.6K
310 $15.2M
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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