Syntegra Private Wealth Group, LLC Portfolio Holdings

Syntegra Private Wealth Group, LLC

  • $885 Billion
  • Q4 2024

Syntegra Private Wealth Group, LLC has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $885 Billion distributed in 157 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $114B, Spdr Portfolio S&P 1500 Compos with a value of $110B, Spdr Ssga Us Large Cap Low Vol with a value of $102B, Invesco Exchange Traded Fd Tr with a value of $70B, and Pacer Fds Tr Devel Mrkts Intl with a value of $51.1B.

Examining the 13F form we can see an increase of $19.5B in the current position value, from $866B to 885B.

Syntegra Private Wealth Group, LLC is based out at Chesterfield, MO

Below you can find more details about Syntegra Private Wealth Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $885 Billion
ETFs: $753 Billion
Technology: $29.7 Billion
Financial Services: $18.5 Billion
Healthcare: $11.9 Billion
Consumer Cyclical: $6.58 Billion
Consumer Defensive: $4.48 Billion
Industrials: $3.9 Billion
Communication Services: $3.72 Billion
Other: $4.45 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.97B
$636 Million 0.07% of portfolio
10,214
Q4 2024 Added 4.99%
$3.13B
$218 Million 0.02% of portfolio
752
Q4 2024 New
$2.59B
$116 Million 0.01% of portfolio
16,691
Q4 2024 Reduced 18.13%

Summary

  • Portfolio
  • No. of Stocks 157
  • Current Value $885 Billion
  • Prior Value $866 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 27, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 11 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
Track This Portfolio

Track Syntegra Private Wealth Group, LLC Portfolio

Follow Syntegra Private Wealth Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Syntegra Private Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Syntegra Private Wealth Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email