Zynergy Retirement Planning Llc Portfolio Holdings by Sector
Zynergy Retirement Planning Llc
- $159 Billion
- Q3 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IVV SCHZ SCHF SCHH SCHA SCHP SCHO SCHE 22 stocks |
$155 Million
97.84% of portfolio
|
  9  
|
  8  
|
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.36 Million
0.86% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$650,735
0.41% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Apparel Retail | Consumer Cyclical
LULU 1 stocks |
$533,790
0.34% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$416,683
0.26% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$256,734
0.16% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Utilities—Regulated Gas | Utilities
NJR 1 stocks |
$212,514
0.13% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|