Synergy Investment Management, LLC Portfolio Holdings

Synergy Investment Management, LLC

  • $166 Billion
  • Q2 2025

Synergy Investment Management, LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $166 Billion distributed in 82 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 $22.9B, Vanguard Growth ETF with a value of $19.3B, Schwab Strategic Tr Us Dividen with a value of $14.2B, Ishares Core S&P 500 ETF with a value of $11.9B, and Spdr Portfolio with a value of $9.61B.

Examining the 13F form we can see an decrease of $73.6B in the current position value, from $239B to 166B.

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 $166 Billion
ETFs: $150 Billion
Technology: $5.46 Billion
Consumer Cyclical: $3.86 Billion
Communication Services: $2.52 Billion
Healthcare: $1.92 Billion
Financial Services: $1.42 Billion
Industrials: $701 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 82
  • Current Value $166 Billion
  • Prior Value $239 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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