Synergy Financial Group, LTD Portfolio Holdings by Sector
Synergy Financial Group, LTD
- $113 Million
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Application | Technology
SHOP TTD NOW DDOG CRM HUBS SNOW PAYC 15 stocks |
$19,239
16.96% of portfolio
|
6
|
9
|
1
|
- |
0
Calls
0
Puts
|
|
ETFs | ETFs
GSST VOO VGT TMFC VO GBIL VWO VV 22 stocks |
$18,697
16.48% of portfolio
|
17
|
2
|
3
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN MELI JD SE 4 stocks |
$12,299
10.84% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT CRWD ZS OKTA NET APPN SNPS ADBE 8 stocks |
$12,209
10.76% of portfolio
|
3
|
5
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO AMD TSM 4 stocks |
$10,437
9.2% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOG GOOGL ZG PINS Z 6 stocks |
$9,132
8.05% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$5,396
4.76% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS ROKU 3 stocks |
$5,257
4.63% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$3,381
2.98% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA PYPL UPST COF V 5 stocks |
$3,339
2.94% of portfolio
|
3
|
2
|
2
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
CMG SBUX 2 stocks |
$3,010
2.65% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
KNSL LMND 2 stocks |
$1,573
1.39% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$1,322
1.17% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
ABNB BKNG 2 stocks |
$1,120
0.99% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Mortgage Finance | Financial Services
WD 1 stocks |
$798
0.7% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
AXON 1 stocks |
$590
0.52% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
UPWK 1 stocks |
$552
0.49% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$502
0.44% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
IBKR 1 stocks |
$474
0.42% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN 1 stocks |
$418
0.37% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$400
0.35% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ASML 1 stocks |
$387
0.34% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$374
0.33% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Oil & Gas Midstream | Energy
KMI 1 stocks |
$370
0.33% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE 1 stocks |
$339
0.3% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
TSCO 1 stocks |
$289
0.25% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Leisure | Consumer Cyclical
PLNT 1 stocks |
$261
0.23% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$246
0.22% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$226
0.2% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$220
0.19% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$205
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Publishing | Communication Services
NYT 1 stocks |
$202
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Education & Training Services | Consumer Defensive
UDMY 1 stocks |
$164
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|