Synergy Investment Management, LLC New Holdings in Q1 2025

Synergy Investment Management, LLC

  • $239 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
133K
New
$18.54 - $18.88 $2.47M - $2.52M
133K $2.49B
Blackrock Ishares
8.33K
New
N/A
8.33K $413M
CGMU
Capital Group Core Plus Income
14.7K
New
N/A
14.7K $394M
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
12.1K
New
$23.18 - $24.68 $280K - $298K
12.1K $293M
First Trust
13.7K
New
N/A
13.7K $287M
Capital Group
9.75K
New
N/A
9.75K $244M
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
7.47K
New
$30.75 - $33.98 $230K - $254K
7.47K $233M
FNDF
Schwab Fundamental Intl Large

ETFs
4.16K
New
$32.9 - $37.45 $137K - $156K
4.16K $150M
BSX
Boston Scientific Corp

Healthcare
1.25K
New
$89.38 - $106.18 $111K - $132K
1.25K $126M
AFLG
First Tr Exchange Traded Fd Vi
3.5K
New
N/A
3.5K $118M
EEMV
Ishares Msci Emerging Markets

ETFs
1.2K
New
$57.07 - $59.29 $68.7K - $71.3K
1.2K $70.2M
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
2.12K
New
$29.02 - $34.76 $61.5K - $73.6K
2.12K $64.4M
FNF
Fidelity National Financial, Inc.

Financial Services
559
New
$54.25 - $65.27 $30.3K - $36.5K
559 $36.4M
PEN
Penumbra Inc

Healthcare
100
New
$237.28 - $303.76 $23.7K - $30.4K
100 $26.7M
PSA
Public Storage

Real Estate
50
New
$288.99 - $313.98 $14.4K - $15.7K
50 $15M
Kenvue Inc
500
New
N/A
500 $12M
AIQ
Global X Funds Global X Artifi

ETFs
284
New
$36.38 - $42.77 $10.3K - $12.1K
284 $10.3M
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
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
97
New
$69.81 - $78.9 $6.77K - $7.65K
97 $7.56M
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
EXPE
Expedia Group, Inc.

Consumer Cyclical
41
New
$157.11 - $206.52 $6.44K - $8.47K
41 $6.89M
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
ONON
On Holding Ag

Consumer Cyclical
137
New
$43.92 - $63.62 $6.02K - $8.72K
137 $6.02M
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
NOBL
Proshares S&P 500 Dividend Ari

ETFs
55
New
$97.38 - $104.52 $5.36K - $5.75K
55 $5.62M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
48
New
$78.12 - $83.7 $3.75K - $4.02K
48 $3.87M
BMY
Bristol Myers Squibb CO

Healthcare
62
New
$53.9 - $63.11 $3.34K - $3.91K
62 $3.78M
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
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
41
New
$77.33 - $90.16 $3.17K - $3.7K
41 $3.21M
ZTS
Zoetis Inc.

Healthcare
14
New
$156.48 - $175.67 $2.19K - $2.46K
14 $2.31M
MAR
Marriott International Inc

Consumer Cyclical
9
New
$237.01 - $304.45 $2.13K - $2.74K
9 $2.14M
F&G Annuities
38
New
N/A
38 $1.37M
CRSP
Crispr Therapeutics Ag

Healthcare
26
New
$34.03 - $53.02 $885 - $1.38K
26 $885K
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
Track This Portfolio

Track Synergy Investment Management, LLC Portfolio

Follow Synergy Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Synergy Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Synergy Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email