Syntegra Private Wealth Group, LLC Incresed Positions in Q3 2025

Syntegra Private Wealth Group, LLC

  • $1.06 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
16.3K
+ 13.92%
$567.77 - $614.76 $9.26M - $10M
134K $81.8B
Fidelity Covington Trust
196K
+ 9.42%
N/A
2.28M $80.3B
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
47.9K
+ 6.86%
$172.72 - $179.11 $8.28M - $8.59M
747K $133B
NEAR
Blackrock Short Maturity Bond

ETFs
127K
+ 299.98%
$50.8 - $51.32 $6.43M - $6.5M
169K $8.66B
JMEE
J P Morgan Exchange Traded Fd

ETFs
19.4K
+ 2.42%
$59.19 - $64.47 $1.15M - $1.25M
819K $52B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.7K
+ 0.88%
$225.11 - $247.9 $382K - $420K
195K $48.1B
AAPL
Apple Inc.

Technology
1.04K
+ 1.91%
$202.38 - $256.87 $210K - $266K
55.4K $14.1B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
47.6K
+ 81.24%
$50.81 - $51.07 $2.42M - $2.43M
106K $5.42B
JPIE
J P Morgan Exchange Traded Fd
49.3K
+ 4.95%
$46.01 - $46.55 $2.27M - $2.29M
1.05M $48.5B
SUB
Ishares Short Term National Mu

ETFs
19.9K
+ 116.88%
$106.17 - $107.3 $2.12M - $2.14M
37K $3.95B
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
24.9K
+ 16.17%
$33.86 - $35.74 $844K - $891K
179K $6.4B
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
43.6K
+ 37.91%
$23.13 - $23.54 $1.01M - $1.03M
159K $3.73B
BX
Blackstone Inc.

Financial Services
40
+ 0.09%
$152.77 - $188.68 $6.11K - $7.55K
45.7K $7.8B
ABBV
Abb Vie Inc.

Healthcare
195
+ 1.32%
$184.85 - $231.54 $36K - $45.2K
15K $3.47B
GOOGL
Alphabet Inc.

Communication Services
592
+ 8.26%
$174.36 - $254.72 $103K - $151K
7.76K $1.89B
HYD
Vaneck High Yield Muni ETF

ETFs
10K
+ 171.73%
$48.85 - $50.94 $491K - $511K
15.9K $809M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
6.63K
+ 3.36%
$49.09 - $50.58 $326K - $335K
204K $10.3B
MEAR
Blackrock Short Maturity Munic

ETFs
9.16K
+ 80.41%
$50.17 - $50.56 $460K - $463K
20.6K $1.04B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
369
+ 0.52%
$72.65 - $78.68 $26.8K - $29K
70.9K $5.55B
MSFT
Microsoft Corp

Technology
219
+ 1.49%
$491.09 - $535.64 $108K - $117K
15K $7.74B
XTEN
Bondbloxx ETF Tr Bloomberg 10
7.26K
+ 34.68%
N/A
28.2K $1.31B
TSLA
Tesla, Inc.

Consumer Cyclical
177
+ 8.87%
$293.94 - $444.72 $52K - $78.7K
2.17K $966M
JPM
Jpmorgan Chase & CO

Financial Services
153
+ 1.9%
$282.78 - $316.06 $43.3K - $48.4K
8.19K $2.58B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.59K
+ 60.76%
$78.11 - $79.07 $202K - $205K
6.86K $541M
GOOG
Alphabet Inc.

Communication Services
25
+ 0.87%
$175.16 - $255.24 $4.38K - $6.38K
2.89K $704M
WMT
Walmart Inc.

Consumer Defensive
616
+ 2.52%
$94.4 - $104.27 $58.2K - $64.2K
25.1K $2.58B
IVW
Ishares S&P 500 Growth ETF

ETFs
73
+ 0.44%
$108.97 - $121.65 $7.95K - $8.88K
16.6K $2B
ORCL
Oracle Corp

Technology
71
+ 3.03%
$218.96 - $328.33 $15.5K - $23.3K
2.41K $679M
Lam Research Corp
15
+ 0.37%
N/A
4.12K $551M
AMZN
Amazon Com Inc

Consumer Cyclical
666
+ 3.67%
$211.65 - $238.24 $141K - $159K
18.8K $4.13B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.56K
+ 15.64%
$54.35 - $59.32 $84.9K - $92.7K
11.5K $684M
PLTR
Palantir Technologies Inc.

Technology
91
+ 4.01%
$130.68 - $186.97 $11.9K - $17K
2.36K $431M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
37
+ 0.33%
$121.46 - $130.92 $4.49K - $4.84K
11.1K $1.45B
CAT
Caterpillar Inc

Industrials
24
+ 2.37%
$390.92 - $477.15 $9.38K - $11.5K
1.04K $495M
UNH
Unitedhealth Group Inc

Healthcare
125
+ 7.31%
$237.77 - $353.61 $29.7K - $44.2K
1.84K $634M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.09K
+ 11.21%
$53.81 - $57.52 $58.4K - $62.4K
10.8K $619M
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.05%
$617.65 - $666.84 $618 - $667
1.88K $1.25B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
82
+ 3.26%
$459.11 - $506.91 $37.6K - $41.6K
2.6K $1.31B
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
2.95K
+ 7.0%
$18.82 - $19.8 $55.5K - $58.4K
45.1K $875M
Innovator Etfs Trust
1.55K
+ 2.53%
N/A
62.9K $1.84B
SRE
Sempra Energy

Utilities
17
+ 0.3%
$74.14 - $89.98 $1.26K - $1.53K
5.61K $505M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
255
+ 6.91%
$134.94 - $145.86 $34.4K - $37.2K
3.95K $575M
PSX
Phillips 66

Energy
45
+ 1.14%
$118.37 - $139.46 $5.33K - $6.28K
3.99K $543M
AMD
Advanced Micro Devices Inc

Technology
80
+ 2.72%
$134.8 - $184.42 $10.8K - $14.8K
3.03K $490M
KRMA
Global X Fds Global X Consciou

ETFs
1.01K
+ 10.19%
$40.51 - $43.22 $41K - $43.7K
10.9K $472M
MCD
Mcdonalds Corp

Consumer Cyclical
120
+ 5.04%
$291.67 - $316.99 $35K - $38K
2.5K $759M
MA
Mastercard Inc

Financial Services
81
+ 3.49%
$550.18 - $598.96 $44.6K - $48.5K
2.4K $1.36B
IVE
Ishares S&P 500 Value ETF

ETFs
161
+ 7.72%
$194.44 - $206.51 $31.3K - $33.2K
2.25K $464M
META
Meta Platforms, Inc.

Communication Services
85
+ 4.9%
$695.21 - $791.73 $59.1K - $67.3K
1.82K $1.34B
Activity Summary
Buys All Purchases 81 New Holdings 12 Increased Positions 69 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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