Zynergy Retirement Planning Llc Portfolio Holdings by Sector
Zynergy Retirement Planning Llc
- $131 Billion
- Q2 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IVV SCHZ SCHF SCHH SCHA SCHP SCHO SCHV 48 stocks |
$127 Million
97.25% of portfolio
|
48
|
- |
48
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.02 Million
0.78% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$628,238
0.48% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC TD 3 stocks |
$292,435
0.22% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA QCOM TXN INTC 4 stocks |
$221,648
0.17% of portfolio
|
4
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOG GOOGL 3 stocks |
$220,467
0.17% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
NJR 1 stocks |
$179,802
0.14% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
PNC CBSH 2 stocks |
$107,261
0.08% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
BA GD RTX 3 stocks |
$90,839
0.07% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$73,012
0.06% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
DOCU CRM COIN 3 stocks |
$69,193
0.05% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS NFLX WBD 3 stocks |
$67,404
0.05% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
PH OTIS 2 stocks |
$64,057
0.05% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG KMB CL 3 stocks |
$63,278
0.05% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ T CMCSA VOD 4 stocks |
$50,167
0.04% of portfolio
|
4
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$48,696
0.04% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
CEF PDT UTF 3 stocks |
$47,580
0.04% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
AMGN JNJ PFE AZN MRK 5 stocks |
$39,966
0.03% of portfolio
|
5
|
- |
5
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$36,331
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
ORCL MSFT 2 stocks |
$34,899
0.03% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
RPRX IBRX 2 stocks |
$32,049
0.02% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
TRV 1 stocks |
$26,841
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$24,740
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA TM RIVN F 4 stocks |
$22,425
0.02% of portfolio
|
4
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON MMM 2 stocks |
$20,615
0.02% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
PRU 1 stocks |
$19,102
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
CARR 1 stocks |
$17,347
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
FDX 1 stocks |
$14,992
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
PEG 1 stocks |
$11,792
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
HIG 1 stocks |
$10,054
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
WRK 1 stocks |
$7,790
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
CCL 1 stocks |
$7,769
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$7,345
0.01% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$5,036
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Railroads | Industrials
CSX 1 stocks |
$5,018
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Shell Companies | Financial Services
DWAC 1 stocks |
$1,638
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Airlines | Industrials
UAL 1 stocks |
$1,460
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
MDT 1 stocks |
$708
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
BDX 1 stocks |
$234
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|