Synergy Investment Management, LLC Incresed Positions in Q1 2025

Synergy Investment Management, LLC

  • $239 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
167K
+ 66.92%
$27.01 - $28.54 $4.51M - $4.76M
416K $11.6B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
57.2K
+ 111.77%
$49.78 - $53.19 $2.85M - $3.04M
108K $5.54B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
27.4K
+ 28.97%
$65.27 - $71.18 $1.79M - $1.95M
122K $8.1B
TLT
Ishares Barclays 20+ Year Trea

ETFs
15.9K
+ 19.67%
$85.29 - $92.57 $1.36M - $1.47M
96.7K $8.8B
OEF
Ishares S&P 100 ETF

ETFs
6.15K
+ 350.14%
N/A
7.9K $2.14B
IAU
Ishares Gold Trust

ETFs
24.6K
+ 167.24%
$49.74 - $58.96 $1.22M - $1.45M
39.3K $2.32B
SPTS
Spdr Portfolio Short Term Trea

ETFs
50K
+ 66.37%
$28.92 - $29.24 $1.45M - $1.46M
125K $3.67B
HEFA
Ishares Currency Hedged Msci E

ETFs
34.9K
+ 507.17%
$34.83 - $37.52 $1.22M - $1.31M
41.8K $1.52B
CGMS
Capital Grp Core Plus Income E
43.7K
+ 83.74%
N/A
95.9K $2.62B
AMZN
Amazon Com Inc

Consumer Cyclical
7.1K
+ 127.71%
$190.26 - $242.06 $1.35M - $1.72M
12.7K $2.41B
SPYG
Spdr Portfolio

ETFs
19.1K
+ 24.6%
$80.05 - $92.39 $1.53M - $1.76M
96.6K $7.76B
IUS
Invesco Ex Traded Self Indx Fd

ETFs
18.7K
+ 149.62%
$48.25 - $52.09 $903K - $975K
31.2K $1.54B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
9.57K
+ 726.02%
$89.18 - $104.04 $853K - $996K
10.9K $996M
Capital Group
28K
+ 233.01%
N/A
39.9K $1.05B
CGDV
Capital Group Divid Value ETF

ETFs
19K
+ 14.72%
$34.95 - $37.36 $664K - $710K
148K $5.28B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
20.3K
+ 215.78%
$29.34 - $31.31 $596K - $637K
29.8K $883M
Ishares Flexible
10.9K
+ 19.63%
N/A
66.1K $3.46B
FMHI
First Tr ETF Iii Municipal Hig

ETFs
11.3K
+ 440.99%
$47.47 - $48.84 $536K - $551K
13.8K $662M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.71K
+ 7.78%
$507.05 - $563.67 $1.37M - $1.53M
37.5K $19.3B
Capital Group
13.6K
+ 77.65%
N/A
31.1K $964M
Capital Group
15.3K
+ 423.61%
N/A
18.9K $511M
IYW
Ishares Dj Us Tech ETF

ETFs
3.98K
+ 30.39%
$140.44 - $166.79 $559K - $664K
17.1K $2.4B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
3.46K
+ 22.08%
$91.76 - $103.26 $317K - $357K
19.1K $1.77B
IEMG
Ishares Inc

ETFs
4.37K
+ 64.37%
N/A
11.2K $602M
Capital Group
6.35K
+ 94.78%
N/A
13.1K $403M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
3.79K
+ 7.12%
$54.25 - $57.64 $205K - $218K
57K $3.14B
BND
Vanguard Bd Index Fd Inc Total

ETFs
2K
+ 11.48%
$71.17 - $73.66 $142K - $147K
19.4K $1.43B
QQQ
Invesco Qqq Trust, Series 1

ETFs
460
+ 32.51%
$468.34 - $539.52 $215K - $248K
1.88K $879M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
2.35K
+ 15.04%
$41.61 - $44.72 $97.6K - $105K
17.9K $777M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
2.54K
+ 37.45%
$46.18 - $47.84 $117K - $122K
9.32K $443M
FTGS
First Tr Exchange Traded Fd Gr
3.56K
+ 61.88%
N/A
9.31K $277M
EMB
Ishares Tr

ETFs
796
+ 6.02%
$88.64 - $92.03 $70.6K - $73.3K
14K $1.27B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
10
+ 1.24%
$442.66 - $534.52 $4.43K - $5.35K
814 $434M
CGGR
Capital Group Growth ETF Shs C

ETFs
7.18K
+ 11.53%
$33.98 - $39.84 $244K - $286K
69.4K $2.38B
JNJ
Johnson & Johnson

Healthcare
20
+ 0.76%
$142.06 - $167.7 $2.84K - $3.35K
2.65K $439M
CGUS
Capital Group Core Equity ETF
1.45K
+ 101.05%
$33.08 - $36.62 $48K - $53.1K
2.89K $96.4M
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
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
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
1.86K
+ 8.93%
$10.91 - $11.42 $20.2K - $21.2K
22.7K $253M
Ishares Advantage
1.14K
+ 22.19%
N/A
6.29K $181M
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
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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