Synergy Investment Management, LLC New Holdings in Q4 2024

Synergy Investment Management, LLC

  • $233 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VZ
Verizon Communications Inc

Communication Services
1.8K
New
$39.6 - $45.21 $71.3K - $81.4K
1.8K $72M
FJP
First Trust Japan Alphadex Fun

ETFs
1.39K
New
$50.22 - $54.42 $69.8K - $75.6K
1.39K $71.8M
ISCG
Ishares Morningstar Small Cap

ETFs
1.42K
New
$48.22 - $54.03 $68.3K - $76.5K
1.42K $70M
FBT
First Trust Nyse Arca Biotechn

ETFs
421
New
$161.65 - $178.69 $68.1K - $75.2K
421 $70M
FEM
First Trust Emerging Markets A

ETFs
3.15K
New
$22.03 - $24.21 $69.4K - $76.3K
3.15K $69.4M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
300
New
$173.13 - $258.09 $51.9K - $77.4K
300 $69.2M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
3.27K
New
$20.98 - $21.19 $68.6K - $69.3K
3.27K $68.9M
OC
Owens Corning

Industrials
405
New
$169.41 - $210.81 $68.6K - $85.4K
405 $68.8M
SYY
Sysco Corp

Consumer Defensive
898
New
$73.63 - $81.77 $66.1K - $73.4K
898 $68.7M
XLB
Select Sector Spdr Fd Material

ETFs
813
New
$83.8 - $97.58 $68.1K - $79.3K
813 $68.4M
ITOT
Ishares Core S&P Total U.S. St

ETFs
508
New
$124.26 - $134.12 $63.1K - $68.1K
508 $65.3M
NFLX
Netflix Inc

Communication Services
73
New
$687.65 - $936.56 $50.2K - $68.4K
73 $65.1M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
731
New
$88.59 - $94.57 $64.8K - $69.1K
731 $64.9M
SCHW
Schwab Charles Corp

Financial Services
857
New
$63.31 - $82.85 $54.3K - $71K
857 $63.4M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.05K
New
$55.73 - $66.16 $58.5K - $69.5K
1.05K $63.3M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
470
New
$131.66 - $144.0 $61.9K - $67.7K
470 $62M
CCL
Carnival Corp

Consumer Cyclical
2.48K
New
$17.34 - $26.8 $43K - $66.5K
2.48K $61.8M
VGT
Vanguard Information Technolog

ETFs
99
New
$571.78 - $647.97 $56.6K - $64.1K
99 $61.6M
FNDA
Schwab Fundamental U S Small C

ETFs
2.05K
New
$29.26 - $59.11 $60.1K - $121K
2.05K $61M
NEE
Nextera Energy Inc

Utilities
848
New
$69.77 - $85.43 $59.2K - $72.4K
848 $60.8M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
1.26K
New
$47.77 - $51.75 $60.1K - $65.1K
1.26K $60.8M
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.18K
New
$25.33 - $51.16 $55.2K - $111K
2.18K $56.3M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
450
New
$123.69 - $133.68 $55.7K - $60.2K
450 $56.2M
FXH
First Tr Exchange Trd Fd Healt

ETFs
540
New
$103.53 - $112.72 $55.9K - $60.9K
540 $56.2M
VNQ
Vanguard Specialized Funds Van

ETFs
616
New
$87.85 - $98.6 $54.1K - $60.7K
616 $54.9M
DFAI
Dimensional ETF Tr

ETFs
1.86K
New
$29.0 - $31.6 $53.9K - $58.7K
1.86K $54.2M
DJD
Invesco Exchange Traded Fd Tr

ETFs
1.06K
New
$50.65 - $54.19 $53.9K - $57.7K
1.06K $54M
VDC
Vanguard Consumer Staples ETF

ETFs
255
New
$210.96 - $223.62 $53.8K - $57K
255 $53.9M
FYX
First Tr Small Cap Core Alphad

ETFs
532
New
$96.51 - $110.53 $51.3K - $58.8K
532 $53.8M
GE
General Electric CO

Industrials
320
New
$159.95 - $194.23 $51.2K - $62.2K
320 $53.2M
HDV
Ishares Core High Dividend ETF

ETFs
466
New
$110.82 - $121.28 $51.6K - $56.5K
466 $52.3M
ITB
Ishares Tr

ETFs
500
New
$103.31 - $129.34 $51.7K - $64.7K
500 $51.7M
HWM
Howmet Aerospace Inc.

Industrials
470
New
$99.72 - $120.09 $46.9K - $56.4K
470 $51.4M
PFF
Ishares Trust Ishares Pfd And

ETFs
1.63K
New
$31.23 - $33.51 $50.7K - $54.5K
1.63K $51.1M
IWC
Russell Micro Cap ETF

ETFs
392
New
$120.3 - $138.84 $47.2K - $54.4K
392 $51.1M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
1K
New
$50.53 - $55.55 $50.5K - $55.6K
1K $51M
XLU
Utilities Sector Spdr

ETFs
670
New
$74.89 - $82.93 $50.2K - $55.6K
670 $50.7M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1K
New
$50.37 - $50.6 $50.4K - $50.6K
1K $50.4M
CGUS
Capital Group Core Equity ETF
1.44K
New
$33.96 - $36.24 $48.7K - $52K
1.44K $50.2M
CDNS
Cadence Design Systems Inc

Technology
167
New
$249.1 - $324.54 $41.6K - $54.2K
167 $50.2M
FXZ
First Tr Exchange Traded Fd Fi

ETFs
875
New
$56.18 - $67.64 $49.2K - $59.2K
875 $49.7M
FTGC
First Trust Global Tactical CO

ETFs
2.06K
New
$23.23 - $24.25 $47.9K - $50.1K
2.06K $49.4M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
393
New
$119.61 - $136.3 $47K - $53.6K
393 $48.5M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.1K
New
$44.04 - $49.49 $48.3K - $54.2K
1.1K $48.3M
ABBV
Abb Vie Inc.

Healthcare
271
New
$164.99 - $203.87 $44.7K - $55.2K
271 $48.2M
FCPT
Four Corners Property Trust, Inc.

Real Estate
1.77K
New
$26.74 - $29.73 $47.3K - $52.6K
1.77K $48M
BLOK
Amplify ETF Tr Trnsformational

ETFs
1.09K
New
$36.5 - $53.22 $39.9K - $58.2K
1.09K $47.2M
XOM
Exxon Mobil Corp

Energy
440
New
$105.51 - $125.37 $46.4K - $55.2K
440 $47.2M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
1.69K
New
$27.88 - $30.51 $47.1K - $51.6K
1.69K $47.2M
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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