Synergy Investment Management, LLC Reduced Holdings in Q1 2025

Synergy Investment Management, LLC

  • $239 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-53.1K
- 48.74%
$90.0 - $96.32 $4.78M - $5.12M
55.9K $5.16B
IEFA
Ishares Tr

ETFs
-38.5K
- 41.02%
$69.57 - $78.65 $2.68M - $3.03M
55.4K $4.19B
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-79.3K
- 30.25%
$27.64 - $28.58 $2.19M - $2.27M
183K $5.22B
EFG
Msci Eafe Growth ETF

ETFs
-18.3K
- 45.28%
$96.1 - $106.37 $1.76M - $1.95M
22.1K $2.21B
MBB
Ishares Tr

ETFs
-17.1K
- 48.57%
$90.37 - $94.08 $1.54M - $1.61M
18.1K $1.69B
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-27.4K
- 50.95%
$49.67 - $51.43 $1.36M - $1.41M
26.4K $1.35B
AVDV
American Centy ETF Tr Avantis

ETFs
-20.6K
- 48.76%
$63.74 - $71.96 $1.31M - $1.48M
21.6K $1.51B
IVV
Ishares Core S&P 500 ETF

ETFs
-748
- 2.52%
$554.06 - $615.85 $414K - $461K
29K $16.3B
VGSH
Vanguard

ETFs
-20.7K
- 48.13%
$58.07 - $58.69 $1.2M - $1.21M
22.3K $1.31B
EFV
Msci Eafe Value ETF

ETFs
-22.6K
- 33.2%
$51.88 - $60.73 $1.17M - $1.37M
45.5K $2.68B
SPTL
Spdr Portfolio Long Term Treas

ETFs
-20.6K
- 98.27%
$25.54 - $27.64 $527K - $570K
364 $9.93M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-2.65K
- 39.47%
$126.86 - $146.45 $337K - $389K
4.07K $517M
AAPL
Apple Inc.

Technology
-1.08K
- 17.86%
$209.68 - $247.1 $226K - $266K
4.96K $1.1B
NVDA
Nvidia Corp

Technology
-127
- 0.84%
$106.98 - $149.43 $13.6K - $19K
15K $1.62B
AVEM
American Centy ETF Tr Avantis

ETFs
-4.54K
- 43.96%
$57.11 - $62.4 $260K - $284K
5.79K $349M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-5.7K
- 53.46%
$42.4 - $44.11 $242K - $251K
4.96K $218M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-13.3K
- 11.27%
$21.23 - $22.14 $281K - $294K
104K $2.3B
VTI
Vanguard Total Stock Market Et

ETFs
-137
- 1.13%
$271.18 - $303.12 $37.2K - $41.5K
11.9K $3.28B
IFRA
Ishares Tr

ETFs
-4.64K
- 95.08%
$44.8 - $49.25 $208K - $229K
240 $10.8M
IXC
Ishares Tr Global Energy ETF

ETFs
-5.69K
- 89.87%
$38.48 - $42.16 $219K - $240K
641 $27M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-7.14K
- 30.36%
$33.84 - $37.77 $242K - $270K
16.4K $596M
TSLA
Tesla, Inc.

Consumer Cyclical
-79
- 6.31%
$222.15 - $428.22 $17.5K - $33.8K
1.17K $304M
DIS
Walt Disney CO

Communication Services
-1.05K
- 16.26%
$96.87 - $114.0 $101K - $119K
5.39K $532M
Blackrock Ishares
-2.5K
- 64.0%
N/A
1.41K $72.8M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-172
- 8.0%
$307.43 - $357.48 $52.9K - $61.5K
1.98K $611M
IVW
Ishares S&P 500 Growth ETF

ETFs
-253
- 2.32%
$92.45 - $106.69 $23.4K - $27K
10.7K $991M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-1.38K
- 19.6%
$67.03 - $74.61 $92.4K - $103K
5.65K $384M
AXON
Axon Enterprise, Inc.

Industrials
-100
- 15.38%
$496.65 - $710.01 $49.7K - $71K
550 $289M
VBR
Vanguard Small Cap Value ETF

ETFs
-411
- 40.9%
$183.02 - $207.75 $75.2K - $85.4K
594 $111M
MUB
Ishares National Muni Bond ETF

ETFs
-606
- 2.81%
$104.71 - $107.69 $63.5K - $65.3K
21K $2.21B
FTCS
First Trust Capital Strength E

ETFs
-1.07K
- 16.58%
$86.39 - $91.35 $92.3K - $97.6K
5.37K $482M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-690
- 48.05%
$96.3 - $112.23 $66.4K - $77.4K
746 $72.7M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-623
- 53.34%
$126.11 - $135.06 $78.6K - $84.1K
545 $70.3M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-1.2K
- 30.75%
$62.72 - $71.92 $75.3K - $86.3K
2.7K $170M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
-2.7K
- 26.84%
$28.27 - $29.28 $76.3K - $79K
7.36K $213M
DVY
Ishares Tr

ETFs
-560
- 51.66%
$128.58 - $138.1 $72K - $77.3K
524 $70.3M
FTA
First Tr Large Cap Value

ETFs
-904
- 30.5%
$74.42 - $80.34 $67.3K - $72.6K
2.06K $158M
FDN
First Tr Fd Dow Jones

ETFs
-243
- 40.23%
$221.38 - $266.86 $53.8K - $64.8K
361 $80.2M
OC
Owens Corning

Industrials
-301
- 74.32%
$137.83 - $191.19 $41.5K - $57.5K
104 $14.9M
VEU
Vanguard Ftse All World Ex Us

ETFs
-968
- 46.54%
$56.51 - $62.98 $54.7K - $61K
1.11K $67.5M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-390
- 50.72%
$117.4 - $131.02 $45.8K - $51.1K
379 $45.4M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-578
- 79.07%
$87.68 - $94.52 $50.7K - $54.6K
153 $14.3M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-80
- 15.07%
$360.07 - $417.26 $28.8K - $33.4K
451 $163M
IWS
Ishares Russell Midcap Value E

ETFs
-353
- 37.55%
$122.59 - $135.24 $43.3K - $47.7K
587 $73.9M
FVD
First Tr Value Line Divid Inde

ETFs
-1.37K
- 9.22%
$42.61 - $45.51 $58.5K - $62.5K
13.5K $603M
VB
Vanguard Small Cap ETF

ETFs
-78
- 5.18%
$217.89 - $252.64 $17K - $19.7K
1.43K $316M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-32
- 1.44%
$302.31 - $337.54 $9.67K - $10.8K
2.19K $673M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-356
- 22.65%
$81.62 - $96.63 $29.1K - $34.4K
1.22K $101M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-300
- 63.83%
$128.74 - $138.67 $38.6K - $41.6K
170 $23.1M
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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