Synergy Asset Management, LLC Incresed Positions in Q4 2025

Synergy Asset Management, LLC

  • $902 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
7.55K
+ 61.79%
$653.02 - $687.39 $4.93M - $5.19M
19.8K $13.2M
JPM
Jpmorgan Chase & CO

Financial Services
16.8K
+ 560.22%
$294.11 - $320.41 $4.94M - $5.38M
19.8K $5.95M
T
At&T Inc.

Communication Services
123K
+ 1724.55%
$24.44 - $27.55 $3M - $3.38M
130K $3.31M
EFV
Msci Eafe Value ETF

ETFs
36.2K
+ 950.26%
$66.73 - $70.99 $2.42M - $2.57M
40K $2.81M
EMB
Ishares Tr

ETFs
26.2K
+ 255.66%
$94.63 - $97.03 $2.48M - $2.54M
36.4K $3.5M
VICI
Vici Properties Inc.

Real Estate
65.4K
+ 91.6%
$29.52 - $32.91 $1.93M - $2.15M
137K $4.15M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
10K
+ 60.88%
$90.08 - $108.94 $904K - $1.09M
26.5K $2.43M
AMD
Advanced Micro Devices Inc

Technology
391
+ 16.61%
$164.01 - $264.33 $64.1K - $103K
2.75K $660K
ILF
Ishares Latin America 40 ETF

ETFs
4.53K
+ 9.08%
$27.22 - $31.12 $123K - $141K
54.4K $1.66M
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.39K
+ 74.13%
$110.25 - $112.92 $153K - $157K
3.27K $359K
USB
Us Bancorp \De\

Financial Services
9.67K
+ 8.06%
$45.28 - $48.26 $438K - $467K
130K $5.89M
CVS
Cvs Health Corp

Healthcare
976
+ 19.34%
$76.69 - $83.04 $74.8K - $81K
6.02K $472K
MLI
Mueller Industries Inc

Industrials
548
+ 18.3%
$96.96 - $109.12 $53.1K - $59.8K
3.54K $378K
GOOG
Alphabet Inc.

Communication Services
5
+ 0.29%
$237.49 - $291.74 $1.19K - $1.46K
1.71K $488K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1.36K
+ 16.39%
$49.98 - $50.22 $67.9K - $68.2K
9.65K $482K
CCJ
Cameco Corp

Energy
623
+ 21.84%
$82.77 - $106.91 $51.6K - $66.6K
3.48K $294K
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
587
+ 21.14%
$85.35 - $86.81 $50.1K - $51K
3.36K $288K
DFSD
Dimensional ETF Tr Short Durat

ETFs
862
+ 2.97%
$48.17 - $48.5 $41.5K - $41.8K
29.9K $1.44M
QCOM
Qualcomm Inc

Technology
237
+ 15.63%
$153.59 - $187.68 $36.4K - $44.5K
1.75K $292K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
1.88K
+ 14.45%
$20.77 - $20.97 $38.9K - $39.3K
14.9K $311K
IEMG
Ishares Inc

ETFs
19
+ 0.4%
N/A
4.8K $257K
Ingram Micro Hldg Corp
14.8K
+ 14.02%
N/A
120K $0
IWO
Ishares Russell 2000 Gwt ETF

ETFs
4
+ 0.59%
$310.75 - $335.0 $1.24K - $1.34K
685 $213K
Activity Summary
Buys All Purchases 87 New Holdings 63 Increased Positions 24 Sells All Sells 138 Reductions 138 Sold out 0 Options Calls 0 Puts 0
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