Synergy Investment Management, LLC New Holdings in Q3 2025

Synergy Investment Management, LLC

  • $262 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
203K
New
$54.35 - $59.32 $11M - $12M
203K $12B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
123K
New
$70.77 - $73.59 $8.7M - $9.04M
123K $9B
CGDV
Capital Group Divid Value ETF

ETFs
155K
New
$39.59 - $42.21 $6.12M - $6.53M
155K $6.5B
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
252K
New
$24.73 - $25.29 $6.23M - $6.37M
252K $6.34B
Ishares A I
141K
New
N/A
141K $4.81B
Ishares Flexible
85.9K
New
N/A
85.9K $4.57B
IAU
Ishares Gold Trust

ETFs
59.9K
New
$61.62 - $72.77 $3.69M - $4.36M
59.9K $4.36B
FAD
First Tr Multi Cap Growth Alph

ETFs
26.3K
New
$145.87 - $162.49 $3.83M - $4.27M
26.3K $4.22B
AUSF
Global X Fds Adaptive U S Fact

ETFs
86.7K
New
$44.16 - $46.75 $3.83M - $4.05M
86.7K $4.03B
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
196K
New
$18.93 - $19.47 $3.7M - $3.81M
196K $3.78B
CGGR
Capital Group Growth ETF Shs C

ETFs
73.1K
New
$40.2 - $44.58 $2.94M - $3.26M
73.1K $3.21B
CGMS
Capital Grp Core Plus Income E
101K
New
N/A
101K $2.8B
IUS
Invesco Ex Traded Self Indx Fd

ETFs
49.8K
New
$51.16 - $55.21 $2.55M - $2.75M
49.8K $2.75B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
20.6K
New
$110.74 - $122.12 $2.28M - $2.52M
20.6K $2.49B
Global X
32.7K
New
N/A
32.7K $2.3B
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.95K
New
$546.99 - $602.2 $1.61M - $1.77M
2.95K $1.77B
FMHI
First Tr ETF Iii Municipal Hig

ETFs
28K
New
$45.92 - $47.76 $1.28M - $1.34M
28K $1.33B
Capital Group
49.1K
New
N/A
49.1K $1.31B
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
45.6K
New
$21.89 - $23.17 $998K - $1.06M
45.6K $1.05B
Capital Group
27.9K
New
N/A
27.9K $969M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
18.3K
New
$49.09 - $50.58 $898K - $925K
18.3K $923M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
24.5K
New
$31.79 - $33.42 $779K - $819K
24.5K $819M
Capital Group
23.3K
New
N/A
23.3K $701M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
9.51K
New
$72.01 - $74.44 $685K - $708K
9.51K $699M
USFR
Wisdomtree Floating Rate Treas

ETFs
13K
New
$50.23 - $50.48 $654K - $658K
13K $655M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
8.86K
New
$60.96 - $64.31 $540K - $570K
8.86K $563M
First Trust
26.2K
New
N/A
26.2K $559M
Ishares High
10.5K
New
N/A
10.5K $518M
Capital Group
14.5K
New
N/A
14.5K $502M
CGMU
Capital Group Core Plus Income
14.7K
New
N/A
14.7K $401M
CGGO
Capital Group Global Growth Eq

ETFs
11.7K
New
$31.71 - $34.17 $372K - $401K
11.7K $401M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
6.09K
New
$53.81 - $57.52 $328K - $350K
6.09K $350M
AVDV
American Centy ETF Tr Avantis

ETFs
3.63K
New
$79.24 - $89.03 $288K - $323K
3.63K $323M
AXON
Axon Enterprise, Inc.

Industrials
450
New
$698.02 - $870.97 $314K - $392K
450 $323M
Ishares Advantage
9.63K
New
N/A
9.63K $306M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
17.6K
New
$16.46 - $17.1 $290K - $301K
17.6K $299M
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
11.2K
New
$25.72 - $27.0 $289K - $303K
11.2K $299M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
2.53K
New
$98.53 - $107.1 $249K - $271K
2.53K $265M
Ishares Intl
9.28K
New
N/A
9.28K $260M
FTGS
First Tr Exchange Traded Fd Gr
7.02K
New
N/A
7.02K $252M
Capital Group
9.75K
New
N/A
9.75K $247M
DFAS
Dimensional ETF Tr U S Small C

ETFs
3.3K
New
$63.41 - $69.69 $209K - $230K
3.3K $226M
First Trust
10.4K
New
N/A
10.4K $221M
GRMN
Garmin LTD

Technology
879
New
$211.13 - $246.22 $186K - $216K
879 $216M
IWF
Ishares Russell 1000 Gr ETF

ETFs
451
New
$420.11 - $472.68 $189K - $213K
451 $211M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.18K
New
$164.63 - $174.58 $195K - $207K
1.18K $207M
IWV
Ishares Russell 3000 ETF

ETFs
540
New
$351.04 - $379.81 $190K - $205K
540 $205M
FMF
First Trust Managed Futures St

ETFs
4.17K
New
$45.19 - $48.75 $189K - $203K
4.17K $203M
Activity Summary
Buys All Purchases 78 New Holdings 49 Increased Positions 29 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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