Syntegra Private Wealth Group, LLC Portfolio Holdings

Syntegra Private Wealth Group, LLC

  • $866 Billion
  • Q3 2024

Syntegra Private Wealth Group, LLC has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $866 Billion distributed in 152 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $107B, Spdr Portfolio S&P 1500 Compos with a value of $105B, Spdr Ssga Us Large Cap Low Vol with a value of $103B, Invesco Exchange Traded Fd Tr with a value of $71.5B, and Pacer Fds Tr Devel Mrkts Intl with a value of $53.3B.

Examining the 13F form we can see an increase of $79B in the current position value, from $787B to 866B.

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 $866 Billion
ETFs: $742 Billion
Technology: $27.5 Billion
Financial Services: $16.5 Billion
Healthcare: $12 Billion
Consumer Cyclical: $5.24 Billion
Consumer Defensive: $4.1 Billion
Industrials: $3.6 Billion
Communication Services: $3.45 Billion
Other: $4.61 Billion

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.8B
$578 Million 0.07% of portfolio
9,729
Q4 2023 Added 4.99%
$9.91B
$354 Million 0.04% of portfolio
433
Q3 2024 Reduced 1.14%
$3.08B
$161 Million 0.02% of portfolio
20,387
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 152
  • Current Value $866 Billion
  • Prior Value $787 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 22, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 10 stocks
  • Additional Purchases 53 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 59 stocks
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