SF

Synergy Financial Group, LTD

13F
Synergy Financial Group, LTD
Last update 2025-05-15 108 Stocks (12 new)
Value $111.00 Mil Turnover 9 %
Countries:
Synergy Financial Group, LTD Top Holdings of 2025-03-31 View Full List
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
+26.41%
+4.06%
2,423,607.1
Retail - Cyclical
NVDA
NVIDIA Corp
66,085
7,162.3
+3.09%
6.430
+0.19%
0.000
+66.29%
+27.19%
4,164,907.0
Semiconductors
MSFT
Microsoft Corp
18,698
7,019.1
-0.04%
6.300
0%
0.000
+35.37%
+20.48%
3,759,901.0
Software
SHOP
Shopify Inc
61,721
5,893.1
+0.70%
5.290
+0.04%
0.000
+34.36%
+14.93%
157,848.7
Software
AAPL
Apple Inc
21,208
4,710.9
-1.59%
4.230
-0.07%
0.000
+4.87%
-14.22%
3,200,643.0
Hardware
NFLX
Netflix Inc
4,266
3,978.2
-2.16%
3.570
-0.07%
0.000
+12.12%
+32.03%
500,044.8
Media - Diversified
META
Meta Platforms Inc
6,678
3,848.9
+4.38%
3.460
+0.15%
0.000
+37.26%
+22.08%
1,794,173.6
Interactive Media
VOO
Vanguard S&P 500 ETF
6,114
3,142.3
+32.37%
2.820
+0.69%
0.000
+18.82%
+8.89%
663,622.4
 
TSLA
Tesla Inc
11,942
3,094.9
+42.61%
2.780
+0.83%
0.000
+32.63%
-17.65%
1,071,161.2
Vehicles & Parts
MELI
MercadoLibre Inc
1,556
3,035.6
-3.89%
2.730
-0.09%
0.000
+11.89%
+40.81%
121,391.3
Retail - Cyclical

Synergy Financial Group, LTD's Historical Top Holdings Breakdowns

Synergy Financial Group, LTD's Top Stock Picks View Full List
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
$50.50
0.18%
Reduce -79.02%
10,921
-41,144
TSLA
Tesla Inc
2025-03-31
Add
Add
+0.83%
222.15 ($333.26) 428.22
$332.56
-0.21%
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
$582.86
7.82%
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
$100.07
0.05%
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
$65.81
10.74%
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
$50.32
4.53%
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
$50.57
3.29%
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
$292.56
8.01%
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
$286.01
25.16%
New holding
1,470
1,470
EPR
EPR Properties
2025-03-31
New Buy
New Buy
+0.30%
43.98 ($49.05) 53.81
$58.49
19.25%
New holding
6,298
6,298

Synergy Financial Group, LTD Total Holding History ($B)

To

Synergy Financial Group, LTD's Asset Allocation

To

Synergy Financial Group, LTD Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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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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