Zynergy Retirement Planning Llc Reduced Holdings in Q3 2024

Zynergy Retirement Planning Llc

  • $142 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-3.21K
- 33.19%
$98.97 - $99.59 $318K - $320K
6.47K $644M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-549
- 8.24%
$92.63 - $105.69 $50.9K - $58K
6.11K $637M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-4.13K
- 8.46%
$73.43 - $80.37 $303K - $332K
44.7K $3.59B
PG
Procter & Gamble CO

Consumer Defensive
-137
- 52.29%
$160.76 - $177.82 $22K - $24.4K
125 $21.7M
VZ
Verizon Communications Inc

Communication Services
-462
- 48.58%
$38.89 - $45.0 $18K - $20.8K
489 $22M
PEP
Pepsico Inc

Consumer Defensive
-100
- 66.67%
$161.9 - $179.3 $16.2K - $17.9K
50 $8.5M
AMGN
Amgen Inc

Healthcare
-50
- 55.56%
$309.38 - $337.38 $15.5K - $16.9K
40 $12.9M
JPM
Jpmorgan Chase & CO

Financial Services
-100
- 7.76%
$194.9 - $224.8 $19.5K - $22.5K
1.19K $251M
BA
Boeing CO

Industrials
-20
- 10.64%
$152.04 - $190.6 $3.04K - $3.81K
168 $25.5M
XOM
Exxon Mobil Corp

Energy
-80
- 18.91%
$109.72 - $119.0 $8.78K - $9.52K
343 $40.2M
PRU
Prudential Financial Inc

Financial Services
-63
- 38.65%
$105.53 - $127.32 $6.65K - $8.02K
100 $12.1M
T
At&T Inc.

Communication Services
-250
- 70.22%
$18.21 - $22.28 $4.55K - $5.57K
106 $2.33M
CMCSA
Comcast Corp

Communication Services
-72
- 74.23%
$37.33 - $41.78 $2.69K - $3.01K
25 $1.04M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-59
- 1.14%
$59.93 - $66.52 $3.54K - $3.92K
5.13K $341M
VB
Vanguard Small Cap ETF

ETFs
-16
- 1.12%
$214.77 - $237.72 $3.44K - $3.8K
1.41K $335M
VTV
Vanguard Value ETF

ETFs
-22
- 0.8%
$159.75 - $174.57 $3.51K - $3.84K
2.72K $475M
VFH
Vanguard Financial ETF

ETFs
-44
- 0.85%
$99.27 - $111.21 $4.37K - $4.89K
5.14K $565M
AAPL
Apple Inc.

Technology
-100
- 2.07%
$207.23 - $234.82 $20.7K - $23.5K
4.73K $1.1B
HD
Home Depot, Inc.

Consumer Cyclical
-54
- 2.96%
$333.64 - $405.2 $18K - $21.9K
1.77K $718M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-878
- 0.76%
$25.45 - $29.53 $22.3K - $25.9K
114K $3.32B
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-4.72K
- 0.7%
$19.78 - $23.53 $93.3K - $111K
674K $15.6B
Activity Summary
Buys All Purchases 18 New Holdings 4 Increased Positions 14 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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