Synergy Asset Management, LLC New Holdings in Q4 2024

Synergy Asset Management, LLC

  • $1.25 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DDOG
Datadog, Inc.

Technology
25
New
$113.98 - $168.65 $2.85K - $4.22K
25 $3K
SYK
Stryker Corp

Healthcare
10
New
$345.14 - $392.15 $3.45K - $3.92K
10 $3K
SONY
Sony Group Corp

Technology
135
New
$17.53 - $96.8 $2.37K - $13.1K
135 $2K
VGLT
Vanguard Long Term Treasury Et

ETFs
46
New
$55.1 - $61.74 $2.53K - $2.84K
46 $2K
VIACA
Paramount Global

Communication Services
75
New
N/A
75 $2K
VNQI
Vanguard Global Ex U.S. Real

ETFs
74
New
$39.22 - $47.52 $2.9K - $3.52K
74 $2K
AGZD
Wisdom Tree Interest Rate Hedg

ETFs
97
New
$22.28 - $22.66 $2.16K - $2.2K
97 $2K
WDS
Woodside Energy Group LTD

Energy
151
New
$14.38 - $18.32 $2.17K - $2.77K
151 $2K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
23
New
$114.08 - $125.68 $2.62K - $2.89K
23 $2K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
60
New
$42.8 - $44.98 $2.57K - $2.7K
60 $2K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
77
New
$26.93 - $84.95 $2.07K - $6.54K
77 $2K
VIS
Vanguard Industrial ETF

ETFs
11
New
$254.39 - $279.7 $2.8K - $3.08K
11 $2K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
76
New
$27.54 - $83.04 $2.09K - $6.31K
76 $2K
EBND
Spdr Bloomberg Emerging Market

ETFs
109
New
$19.53 - $21.1 $2.13K - $2.3K
109 $2K
PBRA
Petroleo Bras Ads (Ea Reptg 2
223
New
N/A
223 $2K
SCHW
Schwab Charles Corp

Financial Services
37
New
$63.31 - $82.85 $2.34K - $3.07K
37 $2K
RWAY
Runway Growth Finance Corp.

Financial Services
235
New
$9.97 - $10.96 $2.34K - $2.58K
235 $2K
TS
Tenaris Sa

Energy
58
New
$31.3 - $39.08 $1.82K - $2.27K
58 $2K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
62
New
$44.33 - $49.55 $2.75K - $3.07K
62 $2K
KOMP
Spdr S&P Kensho New Economies

ETFs
57
New
$48.59 - $54.76 $2.77K - $3.12K
57 $2K
SCHP
Schwab Strategic Us Tips ETF

ETFs
82
New
$25.74 - $53.78 $2.11K - $4.41K
82 $2K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
43
New
$66.77 - $71.52 $2.87K - $3.08K
43 $2K
WHF
White Horse Finance, Inc.

Financial Services
248
New
$9.53 - $12.15 $2.36K - $3.01K
248 $2K
SU
Suncor Energy Inc

Energy
64
New
$34.5 - $41.53 $2.21K - $2.66K
64 $2K
USDU
Wisdomtree Bloomberg U.S. Doll

ETFs
81
New
$26.57 - $28.65 $2.15K - $2.32K
81 $2K
TREE
Lending Tree, Inc.

Financial Services
61
New
$38.27 - $62.0 $2.33K - $3.78K
61 $2K
GERN
Geron Corp

Healthcare
750
New
$3.3 - $4.44 $2.48K - $3.33K
750 $2K
MTH
Meritage Homes Corp

Consumer Cyclical
14
New
$151.91 - $205.12 $2.13K - $2.87K
14 $2K
MATX
Matson, Inc.

Industrials
20
New
$131.18 - $167.37 $2.62K - $3.35K
20 $2K
GNRC
Generac Holdings Inc.

Industrials
15
New
$154.28 - $195.11 $2.31K - $2.93K
15 $2K
MARA
Marathon Digital Holdings, Inc.

Financial Services
100
New
N/A
100 $2K
E
Eni Spa

Energy
76
New
$26.32 - $31.82 $2K - $2.42K
76 $2K
IWS
Ishares Russell Midcap Value E

ETFs
22
New
$128.08 - $140.32 $2.82K - $3.09K
22 $2K
IWR
Ishares Russell Mid Cap ETF

ETFs
32
New
$87.25 - $95.52 $2.79K - $3.06K
32 $2K
INDA
Ishares Msci India Index Fund

ETFs
38
New
$52.64 - $58.16 $2K - $2.21K
38 $2K
XT
Ishares Tr Exponential Technol

ETFs
47
New
$58.7 - $62.72 $2.76K - $2.95K
47 $2K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
48
New
$50.14 - $52.56 $2.41K - $2.52K
48 $2K
ICSH
Blackrock Ultra Short Term Bon

ETFs
58
New
$50.35 - $50.69 $2.92K - $2.94K
58 $2K
DOCU
Docusign, Inc.

Technology
23
New
$61.42 - $106.99 $1.41K - $2.46K
23 $2K
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
32
New
$92.58 - $93.71 $2.96K - $3K
32 $2K
FMF
First Trust Managed Futures St

ETFs
49
New
$46.63 - $49.57 $2.28K - $2.43K
49 $2K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
105
New
$20.98 - $21.19 $2.2K - $2.22K
105 $2K
ITW
Illinois Tool Works Inc

Industrials
10
New
$253.56 - $278.5 $2.54K - $2.79K
10 $2K
HAL
Halliburton CO

Energy
109
New
$25.77 - $31.99 $2.81K - $3.49K
109 $2K
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
26
New
$86.6 - $95.01 $2.25K - $2.47K
26 $2K
PGHY
Invesco ETF Tr Ii Global Short

ETFs
152
New
$19.65 - $20.27 $2.99K - $3.08K
152 $2K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
28
New
$74.71 - $79.24 $2.09K - $2.22K
28 $2K
HUBG
Hub Group, Inc.

Industrials
53
New
$42.15 - $53.2 $2.23K - $2.82K
53 $2K
CTSH
Cognizant Technology Solutions Corp

Technology
36
New
$74.37 - $82.32 $2.68K - $2.96K
36 $2K
Activity Summary
Buys All Purchases 833 New Holdings 737 Increased Positions 96 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Synergy Asset Management, LLC Portfolio

Follow Synergy Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Synergy Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Synergy Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email