Syntegra Private Wealth Group, LLC Purchases in Q4 2024

Syntegra Private Wealth Group, LLC

  • $885 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
1.57K
+ 0.12%
$81.74 - $91.38 $129K - $144K
1.29M $114B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
37.3K
+ 2.48%
$69.3 - $74.3 $2.59M - $2.77M
1.54M $110B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
53.7K
+ 7.22%
$50.62 - $50.97 $2.72M - $2.74M
798K $40.5B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
3.47K
+ 1.78%
$198.04 - $221.51 $686K - $768K
198K $41.6B
AAPL
Apple Inc.

Technology
2.06K
+ 4.0%
$221.69 - $259.02 $456K - $533K
53.4K $13.4B
JPIE
J P Morgan Exchange Traded Fd
41.5K
+ 4.7%
$45.59 - $46.25 $1.89M - $1.92M
925K $42.2B
Proshares Tr
26.8K
+ 134.23%
N/A
46.7K $1.91B
BX
Blackstone Inc.

Financial Services
1.79K
+ 4.97%
$148.45 - $199.05 $265K - $356K
37.8K $6.52B
AMZN
Amazon Com Inc

Consumer Cyclical
2.21K
+ 17.54%
$180.88 - $232.93 $399K - $514K
14.8K $3.25B
JMEE
J P Morgan Exchange Traded Fd

ETFs
19.3K
+ 2.41%
$60.1 - $66.4 $1.16M - $1.28M
820K $49.6B
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
35.5K
+ 9.32%
$25.3 - $26.31 $898K - $934K
416K $10.7B
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
15.5K
+ 7.04%
$50.02 - $51.24 $773K - $792K
235K $11.8B
NVDA
Nvidia Corp

Technology
1.43K
+ 5.93%
$117.0 - $148.88 $167K - $213K
25.6K $3.43B
JPM
Jpmorgan Chase & CO

Financial Services
1.19K
+ 20.2%
$205.18 - $250.29 $244K - $298K
7.07K $1.7B
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
21.1K
New
$19.47 - $20.95 $411K - $442K
21.1K $412M
CAT
Caterpillar Inc

Industrials
932
New
$360.37 - $416.88 $336K - $389K
932 $338M
SGOL
Abrdn Gold ETF Trust

ETFs
13K
New
$24.46 - $26.62 $318K - $347K
13K $326M
Lam Research Corp
4.42K
New
N/A
4.42K $319M
LLY
Eli Lilly & CO

Healthcare
403
New
$727.2 - $932.06 $293K - $376K
403 $311M
Innovator Etfs Trust
11.7K
New
N/A
11.7K $292M
MCD
Mcdonalds Corp

Consumer Cyclical
971
+ 70.26%
$288.47 - $316.54 $280K - $307K
2.35K $682M
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
6.14K
+ 10.38%
$31.36 - $32.75 $193K - $201K
65.3K $2.11B
BAC
Bank Of America Corp

Financial Services
5.23K
New
$39.22 - $47.77 $205K - $250K
5.23K $230M
NFLX
Netflix Inc

Communication Services
250
New
$687.65 - $936.56 $172K - $234K
250 $223M
WMT
Walmart Inc.

Consumer Defensive
225
+ 1.07%
$79.1 - $95.7 $17.8K - $21.5K
21.2K $1.92B
MSTR
Microstrategy Inc

Technology
752
New
$162.69 - $473.83 $122K - $356K
752 $218M
BA
Boeing CO

Industrials
31
+ 0.37%
$138.14 - $180.72 $4.28K - $5.6K
8.45K $1.49B
IWM
Ishares Russell 2000 ETF

ETFs
965
New
$216.13 - $242.4 $209K - $234K
965 $213M
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
4.27K
New
$44.28 - $51.47 $189K - $220K
4.27K $202M
GOOGL
Alphabet Inc.

Communication Services
323
+ 7.15%
$161.86 - $196.66 $52.3K - $63.5K
4.84K $916M
COST
Costco Wholesale Corp

Consumer Defensive
165
+ 57.69%
$873.59 - $994.69 $144K - $164K
451 $413M
CVX
Chevron Corp

Energy
909
+ 63.74%
$141.15 - $162.53 $128K - $148K
2.34K $338M
META
Meta Platforms, Inc.

Communication Services
194
+ 19.48%
$554.08 - $632.68 $107K - $123K
1.19K $697M
PG
Procter & Gamble CO

Consumer Defensive
966
+ 11.88%
$161.05 - $179.7 $156K - $174K
9.1K $1.52B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
23.9K
+ 2.93%
$23.29 - $23.93 $557K - $572K
840K $19.7B
GOOG
Alphabet Inc.

Communication Services
1
+ 0.04%
$163.08 - $198.16 $163 - $198
2.72K $518M
CBSH
Commerce Bancshares Inc

Financial Services
485
+ 4.99%
$57.04 - $74.36 $27.7K - $36.1K
10.2K $636M
CSCO
Cisco Systems, Inc.

Technology
55
+ 0.62%
$52.45 - $60.02 $2.88K - $3.3K
8.93K $528M
SO
Southern CO

Utilities
1K
+ 28.2%
$81.5 - $94.15 $81.5K - $94.2K
4.55K $374M
Innovator Etfs Trust
1.87K
+ 10.92%
N/A
19K $514M
DVY
Ishares Tr

ETFs
689
+ 5.95%
$129.55 - $143.41 $89.3K - $98.8K
12.3K $1.61B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
731
+ 8.89%
$61.68 - $67.87 $45.1K - $49.6K
8.96K $558M
VTV
Vanguard Value ETF

ETFs
377
+ 10.27%
$168.32 - $181.87 $63.5K - $68.6K
4.05K $685M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
52
+ 6.11%
$521.84 - $558.82 $27.1K - $29.1K
903 $487M
AMP
Ameriprise Financial Inc

Financial Services
1
+ 0.17%
$473.15 - $574.01 $473 - $574
580 $309M
EMR
Emerson Electric CO

Industrials
20
+ 1.06%
$108.13 - $134.33 $2.16K - $2.69K
1.91K $236M
SRE
Sempra Energy

Utilities
12
+ 0.22%
$80.81 - $94.77 $970 - $1.14K
5.4K $474M
HON
Honeywell International Inc

Industrials
15
+ 1.48%
$202.84 - $236.0 $3.04K - $3.54K
1.03K $232M
VGT
Vanguard Information Technolog

ETFs
1
+ 0.19%
$571.78 - $647.97 $572 - $648
527 $327M
Activity Summary
Buys All Purchases 71 New Holdings 11 Increased Positions 60 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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