Syntegra Private Wealth Group, LLC Purchases in Q2 2025

Syntegra Private Wealth Group, LLC

  • $980 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Te Connectivity PLC
1.28K
New
N/A
1.28K $215M
SPY
Spdr S&P 500 ETF Trust

ETFs
177
+ 10.39%
$496.48 - $617.85 $87.9K - $109K
1.88K $1.16B
RTX
Raytheon Technologies Corp

Industrials
1.41K
New
$113.75 - $148.48 $161K - $210K
1.41K $206M
IEMG
Ishares Inc

ETFs
2.57K
+ 56.84%
N/A
7.09K $426M
LLY
Eli Lilly & CO

Healthcare
279
+ 27.03%
$713.71 - $898.95 $199K - $251K
1.31K $1.02B
EFV
Msci Eafe Value ETF

ETFs
2.26K
+ 41.56%
$52.4 - $64.65 $118K - $146K
7.7K $489M
COST
Costco Wholesale Corp

Consumer Defensive
131
+ 28.6%
$908.13 - $1056.85 $119K - $138K
589 $583M
GIGB
Goldman Sachs ETF Access Invt
3.1K
+ 51.75%
N/A
9.08K $418M
TSLA
Tesla, Inc.

Consumer Cyclical
87
+ 4.56%
$221.86 - $362.89 $19.3K - $31.6K
2K $634M
QUAL
Ishares Msci Usa Quality Facto

ETFs
12
+ 0.13%
$152.42 - $182.82 $1.83K - $2.19K
9.46K $1.73B
V
Visa Inc.

Financial Services
124
+ 1.23%
$308.27 - $373.31 $38.2K - $46.3K
10.2K $3.63B
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.66K
+ 9.48%
$51.14 - $57.0 $85K - $94.7K
19.2K $1.09B
T
At&T Inc.

Communication Services
2.24K
+ 7.2%
$26.33 - $28.94 $59.1K - $64.9K
33.4K $967M
HON
Honeywell International Inc

Industrials
250
+ 23.52%
$182.86 - $232.88 $45.7K - $58.2K
1.31K $306M
DUK
Duke Energy Corp

Utilities
707
+ 28.17%
$112.46 - $124.05 $79.5K - $87.7K
3.22K $380M
FDN
First Tr Fd Dow Jones

ETFs
33
+ 2.5%
$200.29 - $269.33 $6.61K - $8.89K
1.36K $365M
CAT
Caterpillar Inc

Industrials
36
+ 3.68%
$273.94 - $388.21 $9.86K - $14K
1.01K $393M
GOOG
Alphabet Inc.

Communication Services
66
+ 2.36%
$146.58 - $180.01 $9.67K - $11.9K
2.87K $508M
ABT
Abbott Laboratories

Healthcare
196
+ 1.53%
$123.95 - $138.08 $24.3K - $27.1K
13K $1.77B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
96
+ 0.97%
$43.53 - $54.46 $4.18K - $5.23K
9.99K $544M
VTV
Vanguard Value ETF

ETFs
250
+ 6.65%
$153.67 - $176.74 $38.4K - $44.2K
4.01K $709M
Proshares Tr
1.23K
+ 5.9%
N/A
22K $924M
HD
Home Depot, Inc.

Consumer Cyclical
124
+ 3.76%
$335.24 - $380.78 $41.6K - $47.2K
3.42K $1.25B
NEE
Nextera Energy Inc

Utilities
750
+ 14.9%
$64.11 - $75.0 $48.1K - $56.3K
5.78K $401M
EFG
Msci Eafe Growth ETF

ETFs
56
+ 1.92%
$89.8 - $112.0 $5.03K - $6.27K
2.97K $333M
JNJ
Johnson & Johnson

Healthcare
438
+ 21.75%
$146.36 - $159.82 $64.1K - $70K
2.45K $375M
MA
Mastercard Inc

Financial Services
11
+ 0.48%
$479.92 - $590.74 $5.28K - $6.5K
2.32K $1.3B
QCOM
Qualcomm Inc

Technology
150
+ 7.61%
$124.66 - $159.48 $18.7K - $23.9K
2.12K $338M
AMP
Ameriprise Financial Inc

Financial Services
7
+ 1.2%
$422.19 - $533.73 $2.96K - $3.74K
591 $316M
SRE
Sempra Energy

Utilities
88
+ 1.6%
$63.78 - $78.91 $5.61K - $6.94K
5.59K $424M
IVE
Ishares S&P 500 Value ETF

ETFs
91
+ 4.56%
$168.34 - $195.42 $15.3K - $17.8K
2.09K $407M
Affirm Hldgs Inc
29K
New
N/A
29K $27.1M
Snap Inc
18K
New
N/A
18K $16.3M
Snap Inc
15K
New
N/A
15K $12.6M
ADP
Automatic Data Processing Inc

Industrials
25
+ 3.21%
$276.76 - $326.81 $6.92K - $8.17K
804 $248M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
34
+ 1.45%
$107.61 - $119.09 $3.66K - $4.05K
2.38K $282M
SO
Southern CO

Utilities
105
+ 2.29%
$84.91 - $92.56 $8.92K - $9.72K
4.68K $430M
WM
Waste Management Inc

Industrials
44
+ 1.96%
$216.47 - $242.1 $9.52K - $10.7K
2.29K $524M
XOM
Exxon Mobil Corp

Energy
289
+ 8.52%
$99.93 - $119.04 $28.9K - $34.4K
3.68K $397M
UNP
Union Pacific Corp

Industrials
25
+ 0.89%
$208.27 - $238.46 $5.21K - $5.96K
2.82K $650M
SBUX
Starbucks Corp

Consumer Cyclical
24
+ 1.04%
$79.69 - $99.41 $1.91K - $2.39K
2.33K $213M
PSX
Phillips 66

Energy
9
+ 0.23%
$92.87 - $125.73 $836 - $1.13K
3.95K $471M
AMGN
Amgen Inc

Healthcare
61
+ 4.99%
$262.28 - $309.85 $16K - $18.9K
1.28K $359M
AJG
Arthur J. Gallagher & Co.

Financial Services
5
+ 0.42%
$310.86 - $348.77 $1.55K - $1.74K
1.21K $387M
IT
Gartner Inc

Technology
5
+ 0.22%
$377.5 - $449.52 $1.89K - $2.25K
2.26K $914M
WST
West Pharmaceutical Services Inc

Healthcare
5
+ 0.03%
$190.39 - $227.7 $952 - $1.14K
14.8K $3.23B
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
3.29K
+ 0.78%
$24.14 - $25.43 $79.5K - $83.8K
426K $10.6B
UNH
Unitedhealth Group Inc

Healthcare
127
+ 8.02%
$274.35 - $599.47 $34.8K - $76.1K
1.71K $534M
AAPL
Apple Inc.

Technology
472
+ 0.88%
$172.42 - $223.89 $81.4K - $106K
54.3K $11.1B
Activity Summary
Buys All Purchases 100 New Holdings 24 Increased Positions 76 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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