Zynergy Retirement Planning Llc Portfolio Holdings

Zynergy Retirement Planning Llc

  • $141 Billion
  • Q1 2025

Zynergy Retirement Planning Llc has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $141 Billion distributed in 115 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $31.9B, Schwab Us Aggregate Bond ETF with a value of $26.4B, Schwab Strategic Tr Intl Eqty with a value of $17B, Schwab Strategic U.S. Reit ETF with a value of $14.5B, and Schwab Strategic Tr Us Small C with a value of $13.7B.

Examining the 13F form we can see an decrease of $954M in the current position value, from $142B to 141B.

Zynergy Retirement Planning Llc is based out at Red Bank, NJ

Below you can find more details about Zynergy Retirement Planning Llc portfolio as well as his latest detailed transactions.

Portfolio value $141 Billion
ETFs: $137 Billion
Technology: $1.66 Billion
Consumer Cyclical: $783 Million
Financial Services: $558 Million
Communication Services: $347 Million
Utilities: $308 Million
Industrials: $161 Million
Energy: $99.2 Million
Other: $151 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$31.9 Billion 22.65% of portfolio
54,243
Q1 2025 Added 3.02%
$0
$26.4 Billion 18.76% of portfolio
1,164,805
Q1 2025 Added 107.18%
$0
$17 Billion 12.03% of portfolio
916,611
Q1 2025 Added 109.21%
$0
$14.5 Billion 10.32% of portfolio
690,665
Q1 2025 Added 2.54%
$0
$13.7 Billion 9.74% of portfolio
531,114
Q1 2025 Added 99.99%
$0
$10.7 Billion 7.62% of portfolio
416,115
Q1 2025 Added 103.24%
$0
$9.23 Billion 6.55% of portfolio
383,699
Q1 2025 Added 124.39%
$0
$3.22 Billion 2.28% of portfolio
123,450
Q1 2025 Added 176.11%
$0
$3 Billion 2.13% of portfolio
112,755
Q1 2025 Reduced 1.03%
$3.36T
$1.34 Billion 0.95% of portfolio
5,346
Q1 2025 Added 12.93%
$0
$757 Million 0.54% of portfolio
1,480
Q2 2024 New
$366B
$677 Million 0.48% of portfolio
1,741
Q1 2025 Reduced 1.69%
$0
$655 Million 0.46% of portfolio
23,495
Q1 2025 Added 284.53%
$0
$616 Million 0.44% of portfolio
17,931
Q1 2025 Added 3.23%
$0
$601 Million 0.43% of portfolio
5,091
Q1 2025 Reduced 1.01%
$0
$463 Million 0.33% of portfolio
16,956
Q1 2025 Added 205.62%
$105B
$419 Million 0.3% of portfolio
1,730
Q1 2025 Reduced 18.13%
$0
$393 Million 0.28% of portfolio
6,854
Q1 2025 Reduced 5.68%
$0
$350 Million 0.25% of portfolio
15,423
Q1 2025 Added 200.94%
$0
$341 Million 0.24% of portfolio
3,438
Q1 2025 Reduced 46.85%
$0
$339 Million 0.24% of portfolio
1,412
Q3 2024 Reduced 1.12%
$714B
$285 Million 0.2% of portfolio
1,189
Q3 2024 Reduced 7.76%
$0
$244 Million 0.17% of portfolio
1,916
Q2 2024 New
$0
$238 Million 0.17% of portfolio
1,459
Q2 2024 New
$4.73B
$200 Million 0.14% of portfolio
4,289
Q1 2025 Added 0.97%
$0
$179 Million 0.13% of portfolio
2,010
Q1 2025 Reduced 3.6%
$277B
$171 Million 0.12% of portfolio
1,271
Q2 2024 New
$1.23T
$146 Million 0.1% of portfolio
249
Q2 2024 New
$0
$134 Million 0.1% of portfolio
229
Q3 2024 Added 4.57%
$0
$140 Million 0.1% of portfolio
964
Q2 2024 New
$64B
$117 Million 0.08% of portfolio
607
Q2 2024 New
$0
$117 Million 0.08% of portfolio
2,960
Q1 2025 Reduced 47.77%
$92.3B
$93.9 Million 0.07% of portfolio
872
Q1 2025 New
$0
$66.2 Million 0.05% of portfolio
338
Q1 2025 New
$0
$76.7 Million 0.05% of portfolio
2,814
Q3 2024 Added 10.35%
$76.8B
$63.6 Million 0.05% of portfolio
100
Q2 2024 New
$0
$62.3 Million 0.04% of portfolio
2,276
Q1 2025 New
$0
$56.9 Million 0.04% of portfolio
1,381
Q3 2024 Added 17.13%
$997B
$56.9 Million 0.04% of portfolio
299
Q2 2024 New
$432B
$56.8 Million 0.04% of portfolio
62
Q2 2024 New
$165B
$52.7 Million 0.04% of portfolio
473
Q2 2024 New
$0
$57.6 Million 0.04% of portfolio
1,657
Q3 2024 Added 31.2%
$16.6B
$50.1 Million 0.04% of portfolio
557
Q2 2024 New
$0
$47.5 Million 0.03% of portfolio
2,000
Q2 2024 New
$373B
$37.5 Million 0.03% of portfolio
225
Q2 2024 New
$900B
$36.3 Million 0.03% of portfolio
90
Q2 2024 New
$1.93T
$41.2 Million 0.03% of portfolio
188
Q2 2024 New
$268B
$36.8 Million 0.03% of portfolio
110
Q2 2024 New
$0
$48.3 Million 0.03% of portfolio
150
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 115
  • Current Value $141 Billion
  • Prior Value $142 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 24, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 10 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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