Synergy Investment Management, LLC Purchases in Q4 2024

Synergy Investment Management, LLC

  • $233 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
34.8K
New
$521.84 - $558.82 $18.2M - $19.4M
34.8K $18.8B
VUG
Vanguard Growth ETF

ETFs
43.6K
New
$378.79 - $428.11 $16.5M - $18.7M
43.6K $17.9B
IVV
Ishares Core S&P 500 ETF

ETFs
29.7K
New
$570.51 - $610.59 $16.9M - $18.1M
29.7K $17.5B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
109K
New
$91.94 - $100.02 $10M - $10.9M
109K $10.1B
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
262K
New
$27.8 - $29.05 $7.28M - $7.61M
262K $7.31B
TLT
Ishares Barclays 20+ Year Trea

ETFs
80.8K
New
$87.1 - $98.49 $7.04M - $7.96M
80.8K $7.06B
SPYG
Spdr Portfolio

ETFs
77.5K
New
$81.74 - $91.38 $6.34M - $7.08M
77.5K $6.81B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
249K
New
$26.93 - $84.95 $6.71M - $21.2M
249K $6.81B
IEFA
Ishares Tr

ETFs
93.9K
New
$70.06 - $77.43 $6.58M - $7.27M
93.9K $6.6B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
94.7K
New
$65.67 - $69.79 $6.22M - $6.61M
94.7K $6.35B
CGDV
Capital Group Divid Value ETF

ETFs
129K
New
$35.16 - $37.12 $4.54M - $4.79M
129K $4.55B
EFG
Msci Eafe Growth ETF

ETFs
40.4K
New
$96.83 - $106.88 $3.92M - $4.32M
40.4K $3.92B
EFV
Msci Eafe Value ETF

ETFs
68.2K
New
$51.78 - $57.15 $3.53M - $3.9M
68.2K $3.58B
VTI
Vanguard Total Stock Market Et

ETFs
12.1K
New
$280.04 - $302.45 $3.38M - $3.66M
12.1K $3.5B
MBB
Ishares Tr

ETFs
35.1K
New
$91.26 - $95.82 $3.21M - $3.37M
35.1K $3.22B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
43K
New
$66.77 - $71.52 $2.87M - $3.08M
43K $2.97B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
53.2K
New
$55.45 - $61.08 $2.95M - $3.25M
53.2K $2.95B
Blackrock Ishares
55.3K
New
N/A
55.3K $2.88B
AVDV
American Centy ETF Tr Avantis

ETFs
42.2K
New
$63.85 - $70.4 $2.69M - $2.97M
42.2K $2.74B
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
53.8K
New
$50.14 - $52.56 $2.7M - $2.83M
53.8K $2.71B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
58.9K
New
$44.33 - $49.55 $2.61M - $2.92M
58.9K $2.65B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
51.2K
New
$51.09 - $55.27 $2.62M - $2.83M
51.2K $2.62B
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
118K
New
$21.43 - $22.55 $2.52M - $2.65M
118K $2.54B
VGSH
Vanguard

ETFs
43K
New
$58.02 - $58.88 $2.49M - $2.53M
43K $2.5B
SECT
Sector 10, Inc.

ETFs
43.6K
New
$53.17 - $57.82 $2.32M - $2.52M
43.6K $2.4B
CGGR
Capital Group Growth ETF Shs C

ETFs
62.3K
New
$34.49 - $39.24 $2.15M - $2.44M
62.3K $2.31B
MUB
Ishares National Muni Bond ETF

ETFs
21.6K
New
$105.78 - $108.7 $2.28M - $2.35M
21.6K $2.3B
SPTS
Spdr Portfolio Short Term Trea

ETFs
75.4K
New
$28.88 - $29.33 $2.18M - $2.21M
75.4K $2.19B
IYW
Ishares Dj Us Tech ETF

ETFs
13.1K
New
$148.14 - $166.23 $1.94M - $2.18M
13.1K $2.09B
NVDA
Nvidia Corp

Technology
15.1K
New
$117.0 - $148.88 $1.76M - $2.25M
15.1K $2.03B
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
74.5K
New
$24.55 - $25.16 $1.83M - $1.87M
74.5K $1.84B
AAPL
Apple Inc.

Technology
6.04K
New
$221.69 - $259.02 $1.34M - $1.56M
6.04K $1.51B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
15.7K
New
$89.97 - $98.59 $1.41M - $1.54M
15.7K $1.49B
CGMS
Capital Grp Core Plus Income E
52.2K
New
N/A
52.2K $1.42B
VTV
Vanguard Value ETF

ETFs
8.31K
New
$168.32 - $181.87 $1.4M - $1.51M
8.31K $1.41B
BND
Vanguard Bd Index Fd Inc Total

ETFs
17.4K
New
$71.75 - $75.11 $1.25M - $1.31M
17.4K $1.25B
AMZN
Amazon Com Inc

Consumer Cyclical
5.56K
New
$180.88 - $232.93 $1.01M - $1.3M
5.56K $1.22B
EMB
Ishares Tr

ETFs
13.2K
New
$88.94 - $93.46 $1.18M - $1.24M
13.2K $1.18B
IVW
Ishares S&P 500 Growth ETF

ETFs
10.9K
New
$94.43 - $105.47 $1.03M - $1.15M
10.9K $1.11B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
10.9K
New
$100.22 - $100.73 $1.1M - $1.1M
10.9K $1.1B
LLY
Eli Lilly & CO

Healthcare
1.26K
New
$727.2 - $932.06 $916K - $1.17M
1.26K $972M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
6.72K
New
$129.96 - $144.97 $873K - $974K
6.72K $936M
UNH
Unitedhealth Group Inc

Healthcare
1.77K
New
$485.52 - $625.25 $860K - $1.11M
1.77K $896M
META
Meta Platforms, Inc.

Communication Services
1.41K
New
$554.08 - $632.68 $781K - $891K
1.41K $824M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
23.5K
New
$34.13 - $37.35 $802K - $878K
23.5K $803M
GOOG
Alphabet Inc.

Communication Services
4.17K
New
$163.08 - $198.16 $680K - $827K
4.17K $794M
MGV
Vanguard Mega Cap Value

ETFs
6.19K
New
$124.06 - $133.48 $767K - $826K
6.19K $773M
MSFT
Microsoft Corp

Technology
1.81K
New
$406.35 - $454.46 $736K - $823K
1.81K $764M
MGK
Vanguard Mega Cap Growth ETF

ETFs
2.15K
New
$316.94 - $357.88 $681K - $769K
2.15K $738M
Activity Summary
Buys All Purchases 637 New Holdings 637 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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