Synergy Investment Management, LLC New Holdings in Q4 2024

Synergy Investment Management, LLC

  • $233 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TT
Trane Technologies PLC

Industrials
41
New
$369.35 - $419.14 $15.1K - $17.2K
41 $15.1M
ADBE
Adobe Inc.

Technology
33
New
$437.39 - $552.96 $14.4K - $18.2K
33 $14.7M
Lam Research
202
New
N/A
202 $14.5M
JNK
Spdr Bloomberg High Yield Bond

ETFs
152
New
$94.77 - $97.36 $14.4K - $14.8K
152 $14.5M
SBUX
Starbucks Corp

Consumer Cyclical
155
New
$87.44 - $102.5 $13.6K - $15.9K
155 $14.1M
IBB
Ishares Biotechnology ETF

ETFs
106
New
$131.21 - $148.85 $13.9K - $15.8K
106 $14M
JGRO
J P Morgan Exchange Traded Fd
171
New
N/A
171 $13.8M
TRGP
Targa Resources Corp.

Energy
75
New
$150.58 - $207.69 $11.3K - $15.6K
75 $13.4M
AMP
Ameriprise Financial Inc

Financial Services
25
New
$473.15 - $574.01 $11.8K - $14.4K
25 $13.3M
GIS
General Mills Inc

Consumer Defensive
207
New
$62.78 - $74.62 $13K - $15.4K
207 $13.1M
HON
Honeywell International Inc

Industrials
58
New
$202.84 - $236.0 $11.8K - $13.7K
58 $13M
CVX
Chevron Corp

Energy
90
New
$141.15 - $162.53 $12.7K - $14.6K
90 $12.9M
NOC
Northrop Grumman Corp

Industrials
28
New
$466.52 - $543.88 $13.1K - $15.2K
28 $12.8M
SHV
Ishares Tr

ETFs
116
New
$109.92 - $110.57 $12.8K - $12.8K
116 $12.7M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
1.04K
New
$12.1 - $13.52 $12.6K - $14K
1.04K $12.7M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
1.04K
New
$12.12 - $13.1 $12.6K - $13.6K
1.04K $12.6M
KEYS
Keysight Technologies, Inc.

Technology
78
New
$149.01 - $172.53 $11.6K - $13.5K
78 $12.5M
JBL
Jabil Inc

Technology
87
New
$118.97 - $147.77 $10.4K - $12.9K
87 $12.4M
LMT
Lockheed Martin Corp

Industrials
25
New
$479.66 - $614.62 $12K - $15.4K
25 $12.1M
MA
Mastercard Inc

Financial Services
23
New
$491.3 - $536.15 $11.3K - $12.3K
23 $12.1M
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
566
New
$20.92 - $23.57 $11.8K - $13.3K
566 $12.1M
MOS
Mosaic CO

Basic Materials
492
New
$23.87 - $28.34 $11.7K - $13.9K
492 $12.1M
KXI
Ishares Tr Global Consumer Sta

ETFs
200
New
$60.15 - $65.39 $12K - $13.1K
200 $12.1M
A
Agilent Technologies, Inc.

Healthcare
90
New
$125.69 - $146.56 $11.3K - $13.2K
90 $12M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
426
New
$27.54 - $83.04 $11.7K - $35.4K
426 $11.8M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
187
New
$63.01 - $68.55 $11.8K - $12.8K
187 $11.8M
AVRE
American Centy ETF Tr Avantis
278
New
$41.03 - $46.91 $11.4K - $13K
278 $11.6M
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
445
New
$25.79 - $27.56 $11.5K - $12.3K
445 $11.6M
BBUS
J P Morgan Exchg Traded Fd

ETFs
109
New
$102.46 - $110.17 $11.2K - $12K
109 $11.5M
RSP
Invesco S&P 500 Equal Weight E

ETFs
65
New
$174.22 - $187.62 $11.3K - $12.2K
65 $11.4M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
190
New
$58.88 - $64.8 $11.2K - $12.3K
190 $11.2M
PAYX
Paychex Inc

Industrials
78
New
$135.86 - $148.73 $10.6K - $11.6K
78 $10.9M
AIT
Applied Industrial Technologies Inc

Industrials
46
New
$220.05 - $280.49 $10.1K - $12.9K
46 $10.9M
TXN
Texas Instruments Inc

Technology
57
New
N/A
57 $10.7M
IGV
Ishares Expanded Tech Software

ETFs
105
New
$87.5 - $110.17 $9.19K - $11.6K
105 $10.5M
BA
Boeing CO

Industrials
59
New
$138.14 - $180.72 $8.15K - $10.7K
59 $10.4M
KMI
Kinder Morgan, Inc.

Energy
376
New
$22.59 - $28.54 $8.49K - $10.7K
376 $10.3M
WFC
Wells Fargo & Company

Financial Services
144
New
$54.98 - $77.35 $7.92K - $11.1K
144 $10.1M
ABNB
Airbnb, Inc.

Consumer Cyclical
75
New
$125.36 - $147.37 $9.4K - $11.1K
75 $9.86M
CNO
Cno Financial Group, Inc.

Financial Services
263
New
$34.0 - $40.5 $8.94K - $10.7K
263 $9.79M
SRLN
Ssga Active Trust

ETFs
234
New
$41.48 - $42.08 $9.71K - $9.85K
234 $9.76M
TDY
Teledyne Technologies Inc

Technology
21
New
$436.59 - $489.24 $9.17K - $10.3K
21 $9.75M
CBRE
Cbre Group, Inc.

Real Estate
73
New
$119.22 - $140.71 $8.7K - $10.3K
73 $9.58M
CF
Cf Industries Holdings, Inc.

Basic Materials
110
New
$81.39 - $94.14 $8.95K - $10.4K
110 $9.39M
XLP
Consumer Staples Sector Spdr

ETFs
119
New
N/A
119 $9.36M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
193
New
$46.46 - $51.66 $8.97K - $9.97K
193 $9.3M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
22
New
$396.64 - $516.74 $8.73K - $11.4K
22 $8.86M
AMT
American Tower Corp

Real Estate
49
New
$179.4 - $232.01 $8.79K - $11.4K
49 $8.84M
ON
On Semiconductor Corp

Technology
140
New
$63.05 - $74.7 $8.83K - $10.5K
140 $8.83M
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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