Syntegra Private Wealth Group, LLC Incresed Positions in Q1 2025

Syntegra Private Wealth Group, LLC

  • $855 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
270K
+ 4817.92%
$40.03 - $46.81 $10.8M - $12.6M
275K $11.2B
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
30.3K
+ 4.92%
$162.48 - $175.37 $4.93M - $5.32M
646K $112B
JPIE
J P Morgan Exchange Traded Fd
60.5K
+ 6.54%
$45.46 - $46.18 $2.75M - $2.79M
985K $45.4B
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
85.8K
+ 131.3%
$31.06 - $33.33 $2.66M - $2.86M
151K $4.75B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.83K
+ 424.03%
$507.05 - $563.67 $1.94M - $2.16M
4.73K $2.43B
SPMD
Spdr Portfolio

ETFs
33.8K
+ 19.94%
$50.21 - $57.73 $1.69M - $1.95M
203K $10.4B
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
16.7K
+ 7.11%
$49.69 - $50.76 $829K - $847K
252K $12.6B
LLY
Eli Lilly & CO

Healthcare
629
+ 156.08%
$725.72 - $929.72 $456K - $585K
1.03K $853M
ABBV
Abb Vie Inc.

Healthcare
2
+ 0.01%
$169.2 - $216.66 $338 - $433
14.8K $3.11B
V
Visa Inc.

Financial Services
8
+ 0.08%
$306.92 - $362.71 $2.46K - $2.9K
10.1K $3.54B
T
At&T Inc.

Communication Services
1.55K
+ 5.23%
$21.56 - $28.28 $33.4K - $43.8K
31.2K $881M
MSTR
Microstrategy Inc

Technology
584
+ 77.66%
$239.27 - $396.5 $140K - $232K
1.34K $385M
IBM
International Business Machines Corp

Technology
28
+ 0.51%
$217.4 - $264.74 $6.09K - $7.41K
5.49K $1.36B
IVE
Ishares S&P 500 Value ETF

ETFs
702
+ 54.33%
$185.78 - $198.58 $130K - $139K
1.99K $380M
META
Meta Platforms, Inc.

Communication Services
172
+ 14.45%
$576.36 - $736.67 $99.1K - $127K
1.36K $785M
JNJ
Johnson & Johnson

Healthcare
265
+ 15.15%
$142.06 - $167.7 $37.6K - $44.4K
2.01K $334M
AMGN
Amgen Inc

Healthcare
55
+ 4.71%
$258.59 - $327.36 $14.2K - $18K
1.22K $381M
MA
Mastercard Inc

Financial Services
47
+ 2.08%
$504.67 - $576.31 $23.7K - $27.1K
2.31K $1.26B
CVX
Chevron Corp

Energy
129
+ 5.52%
$146.71 - $167.97 $18.9K - $21.7K
2.46K $412M
WM
Waste Management Inc

Industrials
30
+ 1.35%
$200.54 - $233.78 $6.02K - $7.01K
2.25K $520M
MCD
Mcdonalds Corp

Consumer Cyclical
55
+ 2.34%
$279.74 - $321.29 $15.4K - $17.7K
2.41K $752M
JPM
Jpmorgan Chase & CO

Financial Services
122
+ 1.72%
$225.19 - $279.95 $27.5K - $34.2K
7.2K $1.77B
COP
Conocophillips

Energy
306
+ 5.17%
$88.6 - $105.85 $27.1K - $32.4K
6.23K $654M
KO
Coca Cola CO

Consumer Defensive
295
+ 8.9%
$60.81 - $72.32 $17.9K - $21.3K
3.61K $259M
SO
Southern CO

Utilities
30
+ 0.66%
$80.96 - $92.96 $2.43K - $2.79K
4.58K $421M
PSX
Phillips 66

Energy
66
+ 1.7%
$113.93 - $131.55 $7.52K - $8.68K
3.94K $486M
XOM
Exxon Mobil Corp

Energy
1
+ 0.03%
$105.44 - $118.93 $105 - $119
3.39K $403M
DUK
Duke Energy Corp

Utilities
25
+ 1.01%
$105.87 - $121.97 $2.65K - $3.05K
2.51K $306M
WMT
Walmart Inc.

Consumer Defensive
1.04K
+ 4.89%
$84.5 - $105.05 $87.7K - $109K
22.3K $1.96B
UNP
Union Pacific Corp

Industrials
60
+ 2.19%
$225.21 - $254.42 $13.5K - $15.3K
2.8K $661M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
99
+ 2.53%
$69.81 - $78.9 $6.91K - $7.81K
4.01K $313M
Innovator Etfs Trust
1.34K
+ 7.02%
N/A
20.4K $544M
NEAR
Blackrock Short Maturity Bond

ETFs
394
+ 2.96%
$50.4 - $50.89 $19.9K - $20.1K
13.7K $696M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
73
+ 1.43%
$97.38 - $104.52 $7.11K - $7.63K
5.16K $528M
VIG
Vanguard Dividend Appreciation

ETFs
123
+ 6.71%
N/A
1.96K $380M
ADP
Automatic Data Processing Inc

Industrials
35
+ 4.7%
$286.85 - $318.64 $10K - $11.2K
779 $238M
COST
Costco Wholesale Corp

Consumer Defensive
7
+ 1.55%
$890.62 - $1076.86 $6.23K - $7.54K
458 $433M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
6.73K
+ 1.62%
$25.12 - $26.05 $169K - $175K
423K $10.7B
SBUX
Starbucks Corp

Consumer Cyclical
43
+ 1.9%
$91.75 - $115.81 $3.95K - $4.98K
2.3K $226M
Blackrock ETF Trust Ii
307
+ 3.88%
N/A
8.22K $430M
BAC
Bank Of America Corp

Financial Services
514
+ 9.83%
$39.61 - $47.74 $20.4K - $24.5K
5.74K $240M
NEE
Nextera Energy Inc

Utilities
189
+ 3.9%
$66.96 - $76.16 $12.7K - $14.4K
5.03K $357M
DGRO
Ishares Core Dividend Growth E

ETFs
104
+ 2.08%
$60.46 - $64.42 $6.29K - $6.7K
5.1K $315M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
34
+ 0.51%
$91.45 - $91.75 $3.11K - $3.12K
6.77K $621M
CMCSA
Comcast Corp

Communication Services
20
+ 0.25%
$33.19 - $38.23 $664 - $765
7.93K $292M
HON
Honeywell International Inc

Industrials
35
+ 3.4%
$202.75 - $226.52 $7.1K - $7.93K
1.06K $225M
ORCL
Oracle Corp

Technology
204
+ 12.89%
$139.81 - $186.47 $28.5K - $38K
1.79K $250M
CAT
Caterpillar Inc

Industrials
45
+ 4.83%
$326.75 - $407.63 $14.7K - $18.3K
977 $322M
VGT
Vanguard Information Technolog

ETFs
36
+ 6.83%
$542.38 - $646.34 $19.5K - $23.3K
563 $305M
Activity Summary
Buys All Purchases 79 New Holdings 13 Increased Positions 66 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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