SF
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Synergy Financial Group, LTD13F | |
| Synergy Financial Group, LTD | |
| Last update 2025-05-15 | 108 Stocks (12 new) |
| Value $111.00 Mil | Turnover 9 % |
Synergy Financial Group, LTD Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMZN | Amazon.com Inc | 39,799 | 7,572.2 | -3.45% | 6.800 | -0.26% | 0.000 | +31.35% | +3.68% | 2,414,901.7 | Retail - Cyclical | |
NVDA | NVIDIA Corp | 66,085 | 7,162.3 | +3.09% | 6.430 | +0.19% | 0.000 | +68.90% | +24.39% | 4,072,965.9 | Semiconductors | |
MSFT | Microsoft Corp | 18,698 | 7,019.1 | -0.04% | 6.300 | 0% | 0.000 | +38.00% | +20.34% | 3,755,441.4 | Software | |
SHOP | Shopify Inc | 61,721 | 5,893.1 | +0.70% | 5.290 | +0.04% | 0.000 | +44.34% | +16.35% | 160,055.7 | Software | |
AAPL | Apple Inc | 21,208 | 4,710.9 | -1.59% | 4.230 | -0.07% | 0.000 | +7.48% | -14.18% | 3,202,241.1 | Hardware | |
NFLX | Netflix Inc | 4,266 | 3,978.2 | -2.16% | 3.570 | -0.07% | 0.000 | +14.39% | +33.52% | 505,696.3 | Media - Diversified | |
META | Meta Platforms Inc | 6,678 | 3,848.9 | +4.38% | 3.460 | +0.15% | 0.000 | +40.99% | +20.58% | 1,772,123.0 | Interactive Media | |
VOO | Vanguard S&P 500 ETF | 6,114 | 3,142.3 | +32.37% | 2.820 | +0.69% | 0.000 | +19.71% | +7.97% | 658,032.1 | ||
TSLA | Tesla Inc | 11,942 | 3,094.9 | +42.61% | 2.780 | +0.83% | 0.000 | +39.56% | -17.76% | 1,069,711.8 | Vehicles & Parts | |
MELI | MercadoLibre Inc | 1,556 | 3,035.6 | -3.89% | 2.730 | -0.09% | 0.000 | +12.05% | +40.24% | 120,899.0 | Retail - Cyclical |
Synergy Financial Group, LTD's Historical Top Holdings Breakdowns
Synergy Financial Group, LTD's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
GSST | Goldman Sachs Ultra Short Bond ETF | 2025-03-31 | Reduce Reduce | -1.72% | 50.24 ($50.41) 50.57 | $50.52 | 0.22% | Reduce -79.02% | 10,921 | -41,144 | |
TSLA | Tesla Inc | 2025-03-31 | Add Add | +0.83% | 222.15 ($333.26) 428.22 | $332.11 | -0.35% | Add 42.61% | 11,942 | 3,568 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Add Add | +0.69% | 507.05 ($540.58) 563.67 | $577.95 | 6.91% | Add 32.37% | 6,114 | 1,495 | |
GBIL |
Goldman Sachs Access Treasury 0-1 Year ETF
Goldman Sachs Access Treasury 0-1 Year ETF
| 2025-03-31 | Reduce Reduce | -0.59% | 99.85 ($100.02) 100.19 | $100.04 | 0.02% | Reduce -62.91% | 4,174 | -7,081 | |
TMFC | Motley Fool 100 Index ETF | 2025-03-31 | Add Add | +0.54% | 54.9 ($59.43) 62.36 | $65.33 | 9.93% | Add 35.03% | 41,528 | 10,773 | |
GPIQ |
Goldman Sachs Nasdaq-100 Premium Income ETF
Goldman Sachs Nasdaq-100 Premium Income ETF
| 2025-03-31 | Add Add | +0.43% | 44.33 ($48.14) 50.77 | $50.15 | 4.18% | Add 159.13% | 17,390 | 10,679 | |
GPIX |
Goldman Sachs S&P 500 Premium Income ETF
Goldman Sachs S&P 500 Premium Income ETF
| 2025-03-31 | Add Add | +0.42% | 45.8 ($48.96) 50.81 | $50.26 | 2.66% | Add 170.06% | 16,017 | 10,086 | |
VV | Vanguard Large Cap ETF | 2025-03-31 | Add Add | +0.31% | 253.32 ($270.87) 282.66 | $290.15 | 7.12% | Add 39.8% | 4,735 | 1,348 | |
VEEV | Veeva Systems Inc | 2025-03-31 | New Buy New Buy | +0.31% | 210.58 ($228.51) 246.8 | $285.20 | 24.81% | New holding | 1,470 | 1,470 | |
EPR | EPR Properties | 2025-03-31 | New Buy New Buy | +0.30% | 43.98 ($49.05) 53.81 | $58.69 | 19.65% | New holding | 6,298 | 6,298 |
Synergy Financial Group, LTD Total Holding History ($B)
Synergy Financial Group, LTD's Asset Allocation
Synergy Financial Group, LTD Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Synergy Financial Group, LTD's Hypothetical Growth since 2025-03-31
Synergy Financial Group, LTD's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Synergy Financial Group, LTD's Holdings Heat Map
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Synergy Financial Group, LTD's Holdings Bubble Chart
Synergy Financial Group, LTD News
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