Syntegra Private Wealth Group, LLC Reduced Holdings in Q3 2024

Syntegra Private Wealth Group, LLC

  • $866 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-1.43M
- 81.67%
$42.22 - $48.62 $60.2M - $69.4M
320K $14.9B
BA
Boeing CO

Industrials
-784
- 8.52%
$152.04 - $190.6 $119K - $149K
8.41K $1.28B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-4.26K
- 36.08%
$91.42 - $91.82 $389K - $391K
7.55K $693M
PG
Procter & Gamble CO

Consumer Defensive
-2.34K
- 22.31%
$160.76 - $177.82 $375K - $415K
8.13K $1.41B
MSFT
Microsoft Corp

Technology
-132
- 1.03%
$395.15 - $467.56 $52.2K - $61.7K
12.7K $5.48B
MUB
Ishares National Muni Bond ETF

ETFs
-2.19K
- 15.65%
$106.13 - $108.7 $232K - $238K
11.8K $1.28B
NVDA
Nvidia Corp

Technology
-721
- 2.9%
$98.91 - $134.91 $71.3K - $97.3K
24.1K $2.93B
LRCX
Lam Research Corp

Technology
-5
- 1.14%
$731.56 - $1127.3 $3.66K - $5.64K
433 $354M
CVX
Chevron Corp

Energy
-636
- 30.84%
$137.88 - $161.97 $87.7K - $103K
1.43K $210M
AMZN
Amazon Com Inc

Consumer Cyclical
-62
- 0.49%
$161.02 - $200.0 $9.98K - $12.4K
12.6K $2.35B
EMR
Emerson Electric CO

Industrials
-811
- 30.07%
$98.19 - $118.87 $79.6K - $96.4K
1.89K $206M
MRK
Merck & Co., Inc.

Healthcare
-98
- 1.85%
$111.15 - $128.97 $10.9K - $12.6K
5.2K $591M
NEAR
Blackrock Short Maturity Bond

ETFs
-1.11K
- 7.6%
$50.09 - $51.31 $55.8K - $57.1K
13.5K $693M
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.07K
- 5.78%
$84.77 - $97.13 $90.6K - $104K
17.4K $1.67B
IEMG
Ishares Inc

ETFs
-1.06K
- 22.28%
$53.64 - $53.64 $56.8K - $56.8K
3.69K $212M
IYW
Ishares Dj Us Tech ETF

ETFs
-281
- 17.41%
$133.16 - $158.73 $37.4K - $44.6K
1.33K $202M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-1.48K
- 3.22%
$51.0 - $52.05 $75.4K - $76.9K
44.4K $2.31B
SPY
Spdr S&P 500 ETF Trust

ETFs
-153
- 7.78%
$517.38 - $573.86 $79.2K - $87.8K
1.81K $1.04B
XTN
Spdr Ser Tr S&P Transn ETF

ETFs
-788
- 7.77%
$73.65 - $83.67 $58K - $65.9K
9.35K $771M
WM
Waste Management Inc

Industrials
-30
- 1.31%
$196.96 - $223.45 $5.91K - $6.7K
2.27K $471M
HON
Honeywell International Inc

Industrials
-45
- 4.25%
$196.73 - $220.21 $8.85K - $9.91K
1.01K $209M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-442
- 12.31%
$104.5 - $114.97 $46.2K - $50.8K
3.15K $361M
EFG
Msci Eafe Growth ETF

ETFs
-343
- 7.41%
$96.84 - $108.77 $33.2K - $37.3K
4.29K $461M
HYD
Vaneck High Yield Muni ETF

ETFs
-267
- 3.92%
$51.46 - $53.07 $13.7K - $14.2K
6.54K $347M
WPC
W. P. Carey Inc.

Real Estate
-435
- 11.28%
$54.63 - $63.96 $23.8K - $27.8K
3.42K $213M
XOM
Exxon Mobil Corp

Energy
-44
- 1.45%
$109.72 - $119.0 $4.83K - $5.24K
2.99K $351M
COST
Costco Wholesale Corp

Consumer Defensive
-10
- 3.38%
$801.83 - $917.05 $8.02K - $9.17K
286 $254M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-4.38K
- 5.09%
$60.84 - $67.51 $266K - $296K
81.6K $5.51B
MAR
Marriott International Inc

Consumer Cyclical
-20
- 1.09%
$211.35 - $255.11 $4.23K - $5.1K
1.81K $450M
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
-189
- 1.44%
$20.82 - $22.27 $3.93K - $4.21K
13K $289M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-11
- 0.58%
$175.46 - $203.3 $1.93K - $2.24K
1.89K $384M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-125
- 1.29%
$45.2 - $47.87 $5.65K - $5.98K
9.6K $456M
DGRO
Ishares Core Dividend Growth E

ETFs
-189
- 3.61%
$57.47 - $62.76 $10.9K - $11.9K
5.04K $316M
ACWI
Ishares Msci Acwi ETF

ETFs
-138
- 3.02%
$107.24 - $119.84 $14.8K - $16.5K
4.43K $529M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-220
- 1.96%
$44.24 - $49.47 $9.73K - $10.9K
11K $545M
IWP
Ishares Russell Mid Cap Growth

ETFs
-1
- 0.04%
$103.87 - $117.59 $104 - $118
2.77K $324M
IVE
Ishares S&P 500 Value ETF

ETFs
-4
- 0.3%
$181.06 - $197.17 $724 - $789
1.31K $259M
AMP
Ameriprise Financial Inc

Financial Services
-5
- 0.86%
$391.53 - $469.81 $1.96K - $2.35K
579 $272M
VIG
Vanguard Dividend Appreciation

ETFs
-4
- 0.21%
$182.15 - $182.15 $729 - $729
1.86K $368M
CSCO
Cisco Systems, Inc.

Technology
-413
- 4.45%
$44.74 - $53.22 $18.5K - $22K
8.87K $472M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-207
- 3.91%
$95.1 - $106.76 $19.7K - $22.1K
5.08K $542M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-66
- 0.77%
$54.31 - $61.04 $3.58K - $4.03K
8.47K $517M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-525
- 1.55%
$434.77 - $502.96 $228K - $264K
33.4K $16.3B
MCD
Mcdonalds Corp

Consumer Cyclical
-55
- 3.83%
$245.82 - $304.51 $13.5K - $16.7K
1.38K $421M
META
Meta Platforms, Inc.

Communication Services
-14
- 1.39%
$453.41 - $572.44 $6.35K - $8.01K
996 $570M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-47
- 0.47%
$162.64 - $179.3 $7.64K - $8.43K
9.87K $1.77B
TSLA
Tesla, Inc.

Consumer Cyclical
-93
- 5.39%
$191.76 - $263.26 $17.8K - $24.5K
1.63K $427M
MA
Mastercard Inc

Financial Services
-50
- 2.13%
$429.6 - $500.99 $21.5K - $25K
2.3K $1.13B
ABT
Abbott Laboratories

Healthcare
-169
- 1.31%
$100.07 - $118.13 $16.9K - $20K
12.7K $1.45B
Activity Summary
Buys All Purchases 63 New Holdings 10 Increased Positions 53 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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