Zynergy Retirement Planning Llc Portfolio Holdings

Zynergy Retirement Planning Llc

  • $142 Billion
  • Q3 2024

Zynergy Retirement Planning Llc has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $142 Billion distributed in 111 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 $30.4B, Schwab Us Aggregate Bond ETF with a value of $26.7B, Schwab Strategic Tr Intl Eqty with a value of $18B, Schwab Strategic U.S. Reit ETF with a value of $15.6B, and Schwab Strategic Tr Us Small C with a value of $13.7B.

Examining the 13F form we can see an increase of $11.3B in the current position value, from $131B to 142B.

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 $142 Billion
ETFs: $138 Billion
Technology: $1.39 Billion
Consumer Cyclical: $788 Million
Financial Services: $495 Million
Communication Services: $321 Million
Utilities: $215 Million
Industrials: $158 Million
Consumer Defensive: $85.1 Million
Other: $86.2 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.8B
$201 Million 0.14% of portfolio
4,248
Q3 2024 Added 0.97%
$2.02B
$7.25 Million 0.01% of portfolio
1,950
Q2 2024 New
$8.57B
$13.7 Million 0.01% of portfolio
231
Q2 2024 New
$8.85B
$79,000 0.0% of portfolio
7
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 111
  • Current Value $142 Billion
  • Prior Value $131 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 4 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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