Zynergy Retirement Planning Llc Purchases in Q1 2025

Zynergy Retirement Planning Llc

  • $141 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
1.59K
+ 3.02%
$554.06 - $615.85 $881K - $979K
54.2K $31.9B
SCHO
Schwab Short Term Us Treasury

ETFs
213K
+ 124.39%
$24.1 - $24.34 $5.13M - $5.18M
384K $9.23B
AAPL
Apple Inc.

Technology
612
+ 12.93%
$209.68 - $247.1 $128K - $151K
5.35K $1.34B
DUK
Duke Energy Corp

Utilities
872
New
$105.87 - $121.97 $92.3K - $106K
872 $93.9M
VIG
Vanguard Dividend Appreciation

ETFs
338
New
N/A
338 $66.2M
IDV
Ishares Tr

ETFs
2.28K
New
$27.0 - $31.7 $61.5K - $72.1K
2.28K $62.3M
SCHA
Schwab Strategic Tr Us Small C

ETFs
266K
+ 99.99%
$23.16 - $27.04 $6.15M - $7.18M
531K $13.7B
WELL
Welltower Inc.

Real Estate
216
New
$124.05 - $156.86 $26.8K - $33.9K
216 $27.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
50
New
$442.66 - $534.52 $22.1K - $26.7K
50 $22.7M
SCHG
Schwab Strategic Tr Us Large C

ETFs
17.4K
+ 284.53%
$24.91 - $29.02 $433K - $505K
23.5K $655M
COP
Conocophillips

Energy
152
New
$88.6 - $105.85 $13.5K - $16.1K
152 $15.1M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
1K
+ 14285.71%
$10.61 - $16.49 $10.6K - $16.5K
1.01K $13.4M
MPC
Marathon Petroleum Corp

Energy
78
New
$134.72 - $159.03 $10.5K - $12.4K
78 $10.9M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
10.3K
+ 200.94%
$21.23 - $23.75 $219K - $245K
15.4K $350M
PSX
Phillips 66

Energy
66
New
$113.93 - $131.55 $7.52K - $8.68K
66 $7.52M
XOM
Exxon Mobil Corp

Energy
100
+ 29.15%
$105.44 - $118.93 $10.5K - $11.9K
443 $47.7M
CHRD
Oasis Petroleum Inc.

Energy
13
New
$101.34 - $127.78 $1.32K - $1.66K
13 $1.52M
CBSH
Commerce Bancshares Inc

Financial Services
11
+ 4.76%
$58.85 - $68.59 $647 - $754
242 $15.1M
NJR
New Jersey Resources Corp

Utilities
41
+ 0.97%
$45.25 - $49.37 $1.86K - $2.02K
4.29K $200M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
11.4K
+ 205.62%
$27.01 - $28.54 $308K - $326K
17K $463M
SCHC
Schwab Strategic Tr Intl Small

ETFs
561
+ 3.23%
$33.57 - $37.22 $18.8K - $20.9K
17.9K $616M
SCHP
Schwab Strategic Us Tips ETF

ETFs
211K
+ 103.24%
$25.69 - $26.89 $5.43M - $5.68M
416K $10.7B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
603K
+ 107.18%
$22.46 - $23.26 $13.5M - $14M
1.16M $26.4B
SCHV
Schwab Strategic Tr Us Large C

ETFs
78.7K
+ 176.11%
$25.77 - $27.6 $2.03M - $2.17M
123K $3.22B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
478K
+ 109.21%
$18.36 - $20.51 $8.78M - $9.81M
917K $17B
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
17.1K
+ 2.54%
$20.2 - $22.24 $346K - $381K
691K $14.5B
Activity Summary
Buys All Purchases 27 New Holdings 10 Increased Positions 17 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
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