Synergy Financial Group, LTD Portfolio Holdings

Synergy Financial Group, LTD

  • $141 Million
  • Q3 2025

Synergy Financial Group, LTD has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $141 Million distributed in 115 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $12.2M, Microsoft Corp with a value of $11.7M, Shopify Inc. with a value of $9.43M, Amazon Com Inc with a value of $9.39M, and Tesla, Inc. with a value of $5.95M.

Examining the 13F form we can see an increase of $12M in the current position value, from $129M to 141M.

Below you can find more details about Synergy Financial Group, LTD portfolio as well as his latest detailed transactions.

Portfolio value $141 Million
Technology: $61.1 Million
Consumer Cyclical: $24.6 Million
ETFs: $22.3 Million
Communication Services: $18.9 Million
Financial Services: $7.53 Million
Industrials: $2 Million
Consumer Defensive: $1.64 Million
Energy: $1.04 Million
Other: $1.78 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6B
$550,000 0.39% of portfolio
8,005
Q3 2025 Reduced 2.09%
$55.8B
$515,000 0.37% of portfolio
2,556
Q1 2025 Reduced 0.16%
$237B
$482,000 0.34% of portfolio
2,035
Q3 2025 Added 2.42%
$0
$444,000 0.32% of portfolio
2,381
Q3 2025 Added 4.8%
$303B
$432,000 0.31% of portfolio
2,787
Q3 2025 Added 1.98%
$41.2B
$436,000 0.31% of portfolio
1,465
Q3 2025 Reduced 0.34%
$0
$440,000 0.31% of portfolio
658
Q3 2025 Reduced 0.45%
$85.9B
$424,000 0.3% of portfolio
1,923
Q3 2025 Reduced 0.16%
$0
$417,000 0.3% of portfolio
8,243
Q3 2025 Added 12.87%
$77.2B
$404,000 0.29% of portfolio
1,902
Q2 2025 Added 1.87%
$0
$410,000 0.29% of portfolio
7,556
Q3 2025 Added 5.06%
$3.85B
$375,000 0.27% of portfolio
6,467
Q3 2025 Added 1.27%
$19B
$385,000 0.27% of portfolio
825
Q3 2025 Reduced 0.6%
$0
$360,000 0.26% of portfolio
3,599
Q3 2025 Added 15.35%
$114B
$366,000 0.26% of portfolio
3,197
Q3 2025 Added 8.19%
$0
$346,000 0.25% of portfolio
2,514
Q4 2024 Reduced 1.26%
$79.1B
$359,000 0.25% of portfolio
2,010
Q3 2025 Reduced 3.27%
$13.6B
$338,000 0.24% of portfolio
4,701
Q3 2025 Added 1.14%
$46.1B
$336,000 0.24% of portfolio
3,703
Q1 2025 New
$61.6B
$345,000 0.24% of portfolio
12,190
Q3 2025 Reduced 2.99%
$11B
$335,000 0.24% of portfolio
8,384
Q3 2025 New
$191B
$340,000 0.24% of portfolio
63
Q3 2025 Reduced 1.56%
$0
$322,000 0.23% of portfolio
484
Q3 2025 Reduced 7.63%
$152B
$304,000 0.22% of portfolio
1,236
Q3 2025 Reduced 0.72%
$3.15B
$314,000 0.22% of portfolio
6,186
Q3 2025 Reduced 1.51%
$3.96B
$311,000 0.22% of portfolio
4,189
Q3 2025 Reduced 4.21%
$0
$305,000 0.22% of portfolio
3,345
Q3 2024 Added 0.39%
$182B
$305,000 0.22% of portfolio
448
Q3 2025 Reduced 3.86%
$1.46T
$308,000 0.22% of portfolio
1,106
Q3 2025 Added 7.59%
$0
$305,000 0.22% of portfolio
4,158
Q3 2025 Reduced 1.79%
$46.4B
$315,000 0.22% of portfolio
1,311
Q3 2025 Reduced 0.3%
$12B
$313,000 0.22% of portfolio
3,129
Q3 2025 Reduced 1.07%
$279B
$305,000 0.22% of portfolio
2,968
Q2 2025 Reduced 1.72%
$881B
$308,000 0.22% of portfolio
977
Q3 2025 Added 3.28%
$46.1B
$293,000 0.21% of portfolio
8,385
Q3 2025 Added 15.45%
$0
$281,000 0.2% of portfolio
2,473
Q1 2024 New
$0
$281,000 0.2% of portfolio
1,826
Q1 2025 Reduced 0.76%
$6.15B
$276,000 0.2% of portfolio
4,866
Q3 2025 Reduced 3.49%
$533B
$277,000 0.2% of portfolio
813
Q3 2025 Added 4.36%
$59.7B
$278,000 0.2% of portfolio
564
Q3 2025 Added 2.17%
$8.61B
$274,000 0.19% of portfolio
2,640
Q3 2025 Reduced 0.04%
$0
$268,000 0.19% of portfolio
818
Q3 2025 Added 15.21%
$64.7B
$262,000 0.19% of portfolio
2,343
Q2 2025 Added 1.52%
$1.87B
$264,000 0.19% of portfolio
820
Q4 2024 New
$15.6B
$254,000 0.18% of portfolio
7,921
Q2 2025 Reduced 5.48%
$47.1B
$256,000 0.18% of portfolio
2,292
Q2 2025 New
$18B
$249,000 0.18% of portfolio
1,801
Q2 2025 Added 0.56%
$39.1B
$246,000 0.17% of portfolio
953
Q2 2025 Reduced 3.74%
$26.3B
$234,000 0.17% of portfolio
1,252
Q3 2025 Reduced 0.16%

Summary

  • Portfolio
  • No. of Stocks 115
  • Current Value $141 Million
  • Prior Value $129 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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