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
VRSK
Verisk Analytics, Inc.

Industrials
32
New
$262.86 - $294.75 $8.41K - $9.43K
32 $8.81M
SNA
Snap On Inc

Industrials
26
New
$285.44 - $371.35 $7.42K - $9.66K
26 $8.77M
RTX
Raytheon Technologies Corp

Industrials
75
New
$114.45 - $127.21 $8.58K - $9.54K
75 $8.68M
CDW
Cdw Corp

Technology
50
New
$171.49 - $225.64 $8.57K - $11.3K
50 $8.65M
SLB
Schlumberger Limited

Energy
225
New
$36.83 - $45.59 $8.29K - $10.3K
225 $8.63M
WEC
Wec Energy Group, Inc.

Utilities
92
New
$92.94 - $101.82 $8.55K - $9.37K
92 $8.57M
Arista Networks
76
New
N/A
76 $8.4M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
102
New
$81.68 - $82.93 $8.33K - $8.46K
102 $8.36M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
72
New
$115.08 - $119.55 $8.29K - $8.61K
72 $8.32M
DHR
Danaher Corp

Healthcare
36
New
$226.16 - $274.52 $8.14K - $9.88K
36 $8.26M
ITW
Illinois Tool Works Inc

Industrials
31
New
$253.56 - $278.5 $7.86K - $8.63K
31 $7.86M
MS
Morgan Stanley

Financial Services
62
New
$104.42 - $134.99 $6.47K - $8.37K
62 $7.8M
TFLO
Ishares Treasury Floating Rate

ETFs
155
New
$50.37 - $50.63 $7.81K - $7.85K
155 $7.79M
BIIB
Biogen Inc.

Healthcare
50
New
$146.47 - $191.55 $7.32K - $9.58K
50 $7.65M
T
At&T Inc.

Communication Services
329
New
$21.22 - $23.88 $6.98K - $7.86K
329 $7.48M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
568
New
$12.74 - $14.23 $7.24K - $8.08K
568 $7.38M
OKE
Oneok Inc

Energy
74
New
$92.28 - $117.05 $6.83K - $8.66K
74 $7.36M
AAON
Aaon, Inc.

Industrials
62
New
$106.25 - $140.75 $6.59K - $8.73K
62 $7.3M
PYPL
Pay Pal Holdings, Inc.

Financial Services
85
New
$77.25 - $91.3 $6.57K - $7.76K
85 $7.26M
SCHP
Schwab Strategic Us Tips ETF

ETFs
276
New
$25.74 - $53.78 $7.1K - $14.8K
276 $7.13M
FLIN
Franklin Templeton ETF Tr

ETFs
185
New
$37.75 - $41.62 $6.98K - $7.7K
185 $7.01M
ELV
Elevance Health, Inc.

Healthcare
19
New
$365.96 - $514.62 $6.95K - $9.78K
19 $7.01M
KMB
Kimberly Clark Corp

Consumer Defensive
52
New
$130.37 - $146.09 $6.78K - $7.6K
52 $6.8M
ROP
Roper Technologies Inc

Industrials
14
New
$519.85 - $575.95 $7.28K - $8.06K
14 $6.77M
CRM
Salesforce, Inc.

Technology
20
New
$270.87 - $367.87 $5.42K - $7.36K
20 $6.69M
SCI
Service Corp International

Consumer Cyclical
83
New
$73.36 - $88.6 $6.09K - $7.35K
83 $6.63M
Jacobs Solutions
50
New
N/A
50 $6.6M
IYH
Ishares Tr

ETFs
110
New
$57.53 - $65.24 $6.33K - $7.18K
110 $6.41M
IEX
Idex Corp

Industrials
31
New
$202.75 - $236.06 $6.29K - $7.32K
31 $6.33M
IWY
Ishares Tr Russell 200 Growth

ETFs
26
New
$216.72 - $244.71 $5.63K - $6.36K
26 $6.12M
PHM
Pultegroup Inc

Consumer Cyclical
56
New
$108.86 - $149.04 $6.1K - $8.35K
56 $6.1M
DAL
Delta Air Lines, Inc.

Industrials
100
New
$47.46 - $65.77 $4.75K - $6.58K
100 $6.05M
DD
Du Pont De Nemours, Inc.

Basic Materials
79
New
$75.95 - $88.05 $6K - $6.96K
79 $6.03M
IBKR
Interactive Brokers Group, Inc.

Financial Services
34
New
$138.3 - $192.95 $4.7K - $6.56K
34 $6.01M
VCTR
Victory Capital Holdings, Inc.

Financial Services
91
New
$54.76 - $72.24 $4.98K - $6.57K
91 $5.96M
SJNK
Spdr Bloomberg Short Term High

ETFs
232
New
$25.09 - $25.69 $5.82K - $5.96K
232 $5.86M
JEMA
Jpmorgan Activebuilders Emergi

ETFs
157
New
$37.41 - $42.14 $5.87K - $6.62K
157 $5.86M
BAC
Bank Of America Corp

Financial Services
130
New
$39.22 - $47.77 $5.1K - $6.21K
130 $5.71M
BNTX
Bio N Tech Se

Healthcare
50
New
$99.72 - $122.68 $4.99K - $6.13K
50 $5.7M
REM
Ishares Tr Mtg Real Estate ETF

ETFs
267
New
$21.0 - $23.52 $5.61K - $6.28K
267 $5.69M
CEG
Constellation Energy Corp

Utilities
26
New
$224.28 - $285.52 $5.83K - $7.42K
26 $5.65M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
132
New
$42.33 - $43.3 $5.59K - $5.72K
132 $5.63M
HTGC
Hercules Capital, Inc.

Financial Services
280
New
$18.53 - $20.22 $5.19K - $5.66K
280 $5.63M
SO
Southern CO

Utilities
68
New
$81.5 - $94.15 $5.54K - $6.4K
68 $5.6M
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
200
New
$27.8 - $30.33 $5.56K - $6.07K
200 $5.57M
LQD
Ishares Iboxx $ Investment Gra

ETFs
52
New
$106.56 - $113.11 $5.54K - $5.88K
52 $5.56M
COP
Conocophillips

Energy
56
New
$95.12 - $114.72 $5.33K - $6.42K
56 $5.55M
O
Realty Income Corp

Real Estate
104
New
$51.76 - $64.71 $5.38K - $6.73K
104 $5.54M
AVY
Avery Dennison Corp

Industrials
30
New
$186.26 - $220.48 $5.59K - $6.61K
30 $5.54M
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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