Syntegra Private Wealth Group, LLC Incresed Positions in Q2 2025

Syntegra Private Wealth Group, LLC

  • $980 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Fidelity Covington Trust
2.03M
+ 3759.17%
N/A
2.08M $69.2B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
113K
+ 2377.49%
$456.74 - $568.03 $51.4M - $63.9M
117K $66.6B
SPYG
Spdr Portfolio

ETFs
37.9K
+ 3.0%
$71.83 - $95.32 $2.72M - $3.61M
1.3M $124B
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
52.7K
+ 8.15%
$157.93 - $175.89 $8.32M - $9.26M
699K $122B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
958
+ 0.5%
$171.4 - $227.1 $164K - $218K
193K $43.8B
JMEE
J P Morgan Exchange Traded Fd

ETFs
44.1K
+ 5.84%
$49.07 - $59.23 $2.17M - $2.61M
800K $47.4B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
51K
+ 672.53%
$50.52 - $50.92 $2.58M - $2.6M
58.6K $2.98B
MSFT
Microsoft Corp

Technology
1.93K
+ 15.03%
$354.56 - $497.45 $683K - $958K
14.7K $7.33B
NVDA
Nvidia Corp

Technology
4.55K
+ 16.71%
$94.31 - $157.99 $429K - $719K
31.8K $5.02B
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
19.9K
+ 57.55%
$68.32 - $85.57 $1.36M - $1.7M
54.5K $4.66B
NEAR
Blackrock Short Maturity Bond

ETFs
28.5K
+ 208.19%
$50.41 - $51.17 $1.44M - $1.46M
42.2K $2.16B
SUB
Ishares Short Term National Mu

ETFs
10.9K
+ 175.72%
$104.77 - $106.34 $1.14M - $1.16M
17.1K $1.81B
AMZN
Amazon Com Inc

Consumer Cyclical
2.43K
+ 15.43%
$167.32 - $223.3 $406K - $542K
18.1K $3.98B
VTI
Vanguard Total Stock Market Et

ETFs
1.45K
+ 8.06%
$243.75 - $303.93 $354K - $442K
19.5K $5.92B
JPIE
J P Morgan Exchange Traded Fd
11K
+ 1.11%
$45.12 - $46.32 $495K - $508K
996K $46.1B
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
15.1K
+ 43.51%
N/A
49.9K $1.98B
MSTR
Microstrategy Inc

Technology
1.28K
+ 95.88%
$237.95 - $421.61 $305K - $540K
2.62K $1.06B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
4.32K
+ 63.59%
$97.68 - $121.38 $422K - $524K
11.1K $1.35B
BX
Blackstone Inc.

Financial Services
884
+ 1.98%
$120.07 - $151.11 $106K - $134K
45.6K $6.82B
JPM
Jpmorgan Chase & CO

Financial Services
842
+ 11.7%
$210.28 - $289.91 $177K - $244K
8.04K $2.33B
META
Meta Platforms, Inc.

Communication Services
373
+ 27.39%
$484.66 - $738.09 $181K - $275K
1.74K $1.28B
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
3.13K
+ 2.07%
$28.75 - $33.88 $90.1K - $106K
154K $5.23B
GOOGL
Alphabet Inc.

Communication Services
2.05K
+ 40.13%
$144.7 - $178.6 $297K - $366K
7.17K $1.26B
WMT
Walmart Inc.

Consumer Defensive
2.18K
+ 9.78%
$81.79 - $99.98 $178K - $218K
24.5K $2.39B
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
21.9K
+ 107.91%
$18.11 - $18.97 $396K - $415K
42.1K $793M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
7.75K
+ 90.14%
$29.41 - $37.21 $228K - $288K
16.4K $608M
BA
Boeing CO

Industrials
85
+ 1.15%
$136.59 - $217.51 $11.6K - $18.5K
7.46K $1.56B
MCO
Moodys Corp

Financial Services
77
+ 1.11%
$396.7 - $501.59 $30.5K - $38.6K
6.99K $3.5B
ORCL
Oracle Corp

Technology
555
+ 31.06%
$122.82 - $218.63 $68.2K - $121K
2.34K $512M
GCOR
Goldman Sachs ETF Tr Access U

ETFs
5.82K
+ 117.58%
$40.39 - $41.46 $235K - $241K
10.8K $445M
SPY
Spdr S&P 500 ETF Trust

ETFs
177
+ 10.39%
$496.48 - $617.85 $87.9K - $109K
1.88K $1.16B
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
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1K
+ 12.78%
$51.16 - $62.02 $51.2K - $62K
8.82K $547M
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
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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