Zynergy Retirement Planning Llc Portfolio Holdings by Sector
Zynergy Retirement Planning Llc
- $163 Billion
- Q4 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IVV SCHZ SCHF SCHA SCHH SCHO SCHP SCHE 22 stocks |
$160 Million
98.14% of portfolio
|
9
|
7
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.45 Million
0.89% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA NVDA 2 stocks |
$829,739
0.51% of portfolio
|
2
|
- |
1
|
- |
0
Calls
1
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$535,076
0.33% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
NJR 1 stocks |
$205,562
0.13% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|