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
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
10.4K
New
$69.58 - $74.87 $726K - $781K
10.4K $730M
IAU
Ishares Gold Trust

ETFs
14.7K
New
$48.37 - $52.65 $711K - $774K
14.7K $727M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.42K
New
$481.22 - $538.17 $681K - $762K
1.42K $723M
IWB
Ishares Tr Russell 1000 ETF

ETFs
2.23K
New
$311.11 - $335.64 $693K - $747K
2.23K $717M
DIS
Walt Disney CO

Communication Services
6.44K
New
$92.39 - $117.6 $595K - $757K
6.44K $717M
SUB
Ishares Short Term National Mu

ETFs
6.25K
New
$104.94 - $106.2 $656K - $664K
6.25K $659M
FVD
First Tr Value Line Divid Inde

ETFs
14.9K
New
$43.4 - $46.7 $646K - $695K
14.9K $650M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
15.6K
New
$40.97 - $42.66 $639K - $665K
15.6K $646M
USFR
Wisdomtree Floating Rate Treas

ETFs
12.8K
New
$50.23 - $50.46 $644K - $647K
12.8K $645M
IUS
Invesco Ex Traded Self Indx Fd

ETFs
12.5K
New
$49.39 - $52.31 $618K - $654K
12.5K $621M
FTCS
First Trust Capital Strength E

ETFs
6.44K
New
$87.62 - $94.03 $564K - $606K
6.44K $566M
VXF
Vanguard Extended Market ETF

ETFs
2.98K
New
$179.17 - $207.15 $533K - $617K
2.98K $566M
ICVT
Ishares Tr Convertible Bond Et

ETFs
6.63K
New
$83.09 - $89.28 $551K - $592K
6.63K $563M
SPTL
Spdr Portfolio Long Term Treas

ETFs
21K
New
$26.05 - $29.17 $547K - $613K
21K $550M
Capital Group
17.5K
New
N/A
17.5K $548M
QCOM
Qualcomm Inc

Technology
3.56K
New
$150.4 - $178.04 $535K - $633K
3.56K $546M
RDVY
First Trust Rising Dividend Ac

ETFs
9.01K
New
$58.65 - $64.37 $529K - $580K
9.01K $533M
OEF
Ishares S&P 100 ETF

ETFs
1.76K
New
N/A
1.76K $507M
TSLA
Tesla, Inc.

Consumer Cyclical
1.25K
New
$213.65 - $479.86 $267K - $601K
1.25K $506M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
7.03K
New
$69.3 - $74.3 $487K - $522K
7.03K $502M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
10.7K
New
$42.84 - $45.38 $457K - $484K
10.7K $458M
CHKP
Check Point Software Technologies LTD

Technology
2.45K
New
$170.18 - $209.01 $417K - $512K
2.45K $457M
XLK
Technology Sector Spdr

ETFs
1.87K
New
$220.26 - $241.44 $412K - $451K
1.87K $434M
DRI
Darden Restaurants Inc

Consumer Cyclical
2.23K
New
$155.96 - $188.66 $348K - $421K
2.23K $416M
VEA
Vanguard Ftse Developed Market

ETFs
8.51K
New
$47.57 - $52.44 $405K - $446K
8.51K $407M
IGRO
Ishares Tr International Divid

ETFs
5.84K
New
$67.76 - $74.48 $395K - $435K
5.84K $396M
ADP
Automatic Data Processing Inc

Industrials
1.34K
New
$280.08 - $307.97 $376K - $413K
1.34K $393M
AXON
Axon Enterprise, Inc.

Industrials
650
New
$399.22 - $689.78 $259K - $448K
650 $386M
JNJ
Johnson & Johnson

Healthcare
2.63K
New
$143.34 - $165.86 $376K - $435K
2.63K $380M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
804
New
$442.29 - $483.08 $356K - $388K
804 $364M
VB
Vanguard Small Cap ETF

ETFs
1.51K
New
$233.76 - $261.58 $352K - $394K
1.51K $361M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.8K
New
$61.68 - $67.87 $358K - $393K
5.8K $361M
HYDB
Ishares Tr Edge High Yield Def

ETFs
7.59K
New
$46.68 - $47.95 $354K - $364K
7.59K $357M
FDX
Fedex Corp

Industrials
1.27K
New
$260.5 - $305.15 $330K - $386K
1.27K $356M
IEMG
Ishares Inc

ETFs
6.79K
New
N/A
6.79K $355M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.93K
New
$113.92 - $127.38 $334K - $373K
2.93K $337M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
6.78K
New
$46.69 - $49.2 $317K - $334K
6.78K $317M
Capital Group
12K
New
N/A
12K $309M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.43K
New
$209.89 - $233.24 $300K - $333K
1.43K $303M
CGGO
Capital Group Global Growth Eq

ETFs
10.3K
New
$29.21 - $30.67 $300K - $315K
10.3K $300M
GOOGL
Alphabet Inc.

Communication Services
1.57K
New
$161.86 - $196.66 $254K - $308K
1.57K $297M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
6.5K
New
$44.87 - $46.86 $292K - $305K
6.5K $292M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
10.1K
New
$28.56 - $30.02 $287K - $302K
10.1K $288M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
9.42K
New
$29.73 - $30.81 $280K - $290K
9.42K $287M
BOND
Pimco Active Bond Exchange Tra

ETFs
3.09K
New
$90.42 - $94.5 $279K - $292K
3.09K $279M
ITA
Ishares Tr

ETFs
1.86K
New
$144.31 - $157.31 $268K - $292K
1.86K $270M
MCD
Mcdonalds Corp

Consumer Cyclical
928
New
$288.47 - $316.54 $268K - $294K
928 $269M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.49K
New
$53.94 - $58.15 $242K - $261K
4.49K $253M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3.9K
New
$58.39 - $67.04 $228K - $262K
3.9K $248M
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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