Synergy Investment Management, LLC has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $239 Billion distributed in 600 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $19.3B, Vanguard Growth ETF with a value of $16.3B, Ishares Core S&P 500 ETF with a value of $16.3B, Schwab Strategic Tr Us Dividen with a value of $11.6B, and Ishares Barclays 20+ Year Trea with a value of $8.8B.
Examining the 13F form we can see an increase of $6.94B in the current position value, from $233B to 239B.
Synergy Investment Management, LLC is based out at Altamonte Springs, FL
Below you can find more details about Synergy Investment Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$239 Billion
ETFs: $207 Billion
Technology: $5.19 Billion
Consumer Cyclical: $4.09 Billion
Healthcare: $2.93 Billion
Communication Services: $2.44 Billion
Financial Services: $2.33 Billion
Industrials: $1.64 Billion
Consumer Defensive: $685 Million
Other: $764 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
