Synergy Financial Group, LTD Portfolio Holdings
Synergy Financial Group, LTD
- $113 Million
- Q4 2024
Synergy Financial Group, LTD has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $113 Million distributed in 101 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $9.04M, Nvidia Corp with a value of $8.61M, Microsoft Corp with a value of $7.88M, Shopify Inc. with a value of $6.52M, and Trade Desk, Inc. with a value of $5.48M.
Examining the 13F form we can see an increase of $9.87M in the current position value, from $104M to 113M.
Below you can find more details about Synergy Financial Group, LTD portfolio as well as his latest detailed transactions.
Portfolio value
$113 Million
Technology: $48.1 Million
Consumer Cyclical: $20.4 Million
ETFs: $18.9 Million
Communication Services: $15 Million
Financial Services: $6.91 Million
Industrials: $1.54 Million
Consumer Defensive: $1.49 Million
Energy: $616,000
Other: $559,000