Syntegra Private Wealth Group, LLC has filed its 13F form on May 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $775 Billion distributed in 140 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Ssga Us Large Cap Low Vol with a value of $89.8B, Spdr Portfolio S&P 1500 Compos with a value of $85.9B, Pacer Fds Tr Pacer Us Small Ca with a value of $83.2B, Spdr Portfolio with a value of $81.1B, and Invesco Exchange Traded Fd Tr with a value of $72.3B.

Examining the 13F form we can see an increase of $66.1B in the current position value, from $709B to 775B.

Syntegra Private Wealth Group, LLC is based out at Chesterfield, MO

Below you can find more details about Syntegra Private Wealth Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $775 Billion
ETFs: $671 Billion
Technology: $21.5 Billion
Financial Services: $13.9 Billion
Healthcare: $12.8 Billion
Consumer Cyclical: $4.44 Billion
Consumer Defensive: $3.89 Billion
Industrials: $3.42 Billion
Utilities: $2.13 Billion
Other: $3.43 Billion

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 140
  • Current Value $775 Billion
  • Prior Value $709 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 10, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 17 stocks
  • Additional Purchases 55 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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