Synergy Investment Management, LLC Purchases in Q4 2024

Synergy Investment Management, LLC

  • $233 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
13.3K
New
$17.93 - $18.8 $239K - $250K
13.3K $243M
TDIV
First Trust Nasdaq Technology

ETFs
3.09K
New
$78.03 - $82.13 $241K - $254K
3.09K $242M
IXC
Ishares Tr Global Energy ETF

ETFs
6.33K
New
$36.95 - $43.06 $234K - $272K
6.33K $242M
HEFA
Ishares Currency Hedged Msci E

ETFs
6.89K
New
$34.42 - $35.88 $237K - $247K
6.89K $239M
ILCB
Ishares Morningstar U.S. Equit

ETFs
2.85K
New
$78.43 - $84.56 $223K - $241K
2.85K $231M
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
20.8K
New
$10.67 - $11.89 $222K - $247K
20.8K $227M
FTA
First Tr Large Cap Value

ETFs
2.96K
New
$75.21 - $83.49 $223K - $247K
2.96K $227M
IFRA
Ishares Tr

ETFs
4.88K
New
$45.94 - $51.71 $224K - $252K
4.88K $226M
IVE
Ishares S&P 500 Value ETF

ETFs
1.15K
New
$189.5 - $206.17 $217K - $236K
1.15K $219M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.34K
New
$160.89 - $176.18 $216K - $237K
1.34K $217M
VBK
Vanguard Small Cap Growth ETF

ETFs
762
New
$264.18 - $304.19 $201K - $232K
762 $213M
IWF
Ishares Russell 1000 Gr ETF

ETFs
531
New
$370.24 - $418.94 $197K - $222K
531 $213M
SPY
Spdr S&P 500 ETF Trust

ETFs
363
New
$567.81 - $607.81 $206K - $221K
363 $213M
FSK
Fs Kkr Capital Corp

Financial Services
9.76K
New
$19.71 - $22.22 $192K - $217K
9.76K $212M
Blackrock Intl
8.44K
New
N/A
8.44K $208M
IWM
Ishares Russell 2000 ETF

ETFs
930
New
$216.13 - $242.4 $201K - $225K
930 $205M
Blackrock Ishares
3.91K
New
N/A
3.91K $202M
VBR
Vanguard Small Cap Value ETF

ETFs
1.01K
New
$197.36 - $217.3 $198K - $218K
1.01K $199M
Capital Group
6.7K
New
N/A
6.7K $199M
IWV
Ishares Russell 3000 ETF

ETFs
585
New
$323.08 - $349.08 $189K - $204K
585 $196M
First Trust
9.54K
New
N/A
9.54K $195M
GRMN
Garmin LTD

Technology
912
New
$161.91 - $220.77 $148K - $201K
912 $188M
FMF
First Trust Managed Futures St

ETFs
3.93K
New
$46.63 - $49.57 $183K - $195K
3.93K $187M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
3.01K
New
$60.51 - $65.57 $182K - $197K
3.01K $183M
FTGS
First Tr Exchange Traded Fd Gr
5.75K
New
N/A
5.75K $181M
V
Visa Inc.

Financial Services
567
New
$273.87 - $320.91 $155K - $182K
567 $179M
SLV
I Shares Silver Trust

ETFs
6.79K
New
$26.33 - $31.74 $179K - $216K
6.79K $179M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
2.34K
New
$75.22 - $82.17 $176K - $192K
2.34K $178M
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
7.22K
New
N/A
7.22K $175M
LGOV
First Tr ETF Iv Long Duration

ETFs
8.36K
New
$20.75 - $22.49 $173K - $188K
8.36K $174M
PG
Procter & Gamble CO

Consumer Defensive
1.02K
New
$161.05 - $179.7 $164K - $183K
1.02K $170M
JPM
Jpmorgan Chase & CO

Financial Services
710
New
$205.18 - $250.29 $146K - $178K
710 $170M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3.35K
New
$49.79 - $51.14 $167K - $171K
3.35K $168M
VO
Vanguard Mid Cap ETF

ETFs
625
New
$261.5 - $284.63 $163K - $178K
625 $165M
IYY
Ishares Tr

ETFs
1.15K
New
$138.14 - $149.13 $159K - $171K
1.15K $165M
GLD
Spdr Gold Trust

ETFs
672
New
$236.59 - $257.5 $159K - $173K
672 $163M
HYGW
Ishares Tr High Yield Corporat
4.98K
New
N/A
4.98K $158M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.62K
New
$96.64 - $101.23 $156K - $163K
1.62K $156M
IJS
Ishares S&P Smallcap 600 Value

ETFs
1.44K
New
$104.59 - $118.05 $150K - $170K
1.44K $156M
Blackrock Ishares
5.15K
New
N/A
5.15K $156M
CGCP
Capital Group Core Plus Income

ETFs
6.98K
New
$22.13 - $23.17 $154K - $162K
6.98K $155M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.17K
New
$126.68 - $134.74 $148K - $157K
1.17K $149M
FDN
First Tr Fd Dow Jones

ETFs
604
New
$210.5 - $257.24 $127K - $155K
604 $147M
IJK
Ishares S&P Midcap 400 Growth

ETFs
1.57K
New
$90.66 - $99.46 $143K - $156K
1.57K $143M
DVY
Ishares Tr

ETFs
1.08K
New
$129.55 - $143.41 $140K - $155K
1.08K $142M
DLR
Digital Realty Trust, Inc.

Real Estate
800
New
$156.46 - $195.69 $125K - $157K
800 $142M
ILCG
Ishares Morningstar Growth ETF
1.57K
New
N/A
1.57K $140M
ORCC
Owl Rock Capital Corp

Financial Services
9.15K
New
N/A
9.15K $138M
CARR
Carrier Global Corp

Industrials
2.03K
New
$66.69 - $82.65 $135K - $167K
2.03K $138M
Activity Summary
Buys All Purchases 637 New Holdings 637 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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