Synergy Investment Management, LLC New Holdings in Q4 2024

Synergy Investment Management, LLC

  • $233 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NNN
National Retail Properties, Inc.

Real Estate
3.34K
New
$39.77 - $49.34 $133K - $165K
3.34K $137M
DFAS
Dimensional ETF Tr U S Small C

ETFs
2.05K
New
$63.58 - $71.15 $130K - $146K
2.05K $133M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.41K
New
$38.37 - $42.82 $131K - $146K
3.41K $131M
VOT
Vanguard Mid Cap Growth Index

ETFs
514
New
$241.48 - $274.89 $124K - $141K
514 $130M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
1.32K
New
$98.47 - $109.35 $130K - $144K
1.32K $130M
FDT
First Trust Developed Markets

ETFs
2.34K
New
$53.27 - $57.72 $124K - $135K
2.34K $126M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
2.56K
New
$47.98 - $49.47 $123K - $127K
2.56K $124M
WMT
Walmart Inc.

Consumer Defensive
1.36K
New
$79.1 - $95.7 $108K - $131K
1.36K $123M
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
2.61K
New
$45.85 - $49.28 $119K - $128K
2.61K $122M
IWS
Ishares Russell Midcap Value E

ETFs
940
New
$128.08 - $140.32 $120K - $132K
940 $122M
TMAT
Northern Lts Fd Tr Iv Main The

ETFs
5.69K
New
$17.5 - $22.47 $99.5K - $128K
5.69K $118M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
2.39K
New
$48.48 - $49.47 $116K - $118K
2.39K $116M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
6.16K
New
$18.41 - $40.87 $113K - $252K
6.16K $114M
AFL
Aflac Inc

Financial Services
1.06K
New
$100.37 - $115.27 $106K - $122K
1.06K $109M
BUYW
Northern Lts Fd Tr Iv Main Buy
7.84K
New
N/A
7.84K $109M
CAT
Caterpillar Inc

Industrials
300
New
$360.37 - $416.88 $108K - $125K
300 $109M
LOW
Lowes Companies Inc

Consumer Cyclical
440
New
$244.52 - $284.07 $108K - $125K
440 $108M
SCHY
Schwab Strategic Tr Intl Divid

ETFs
4.62K
New
$23.01 - $26.06 $106K - $120K
4.62K $107M
KO
Coca Cola CO

Consumer Defensive
1.71K
New
$61.74 - $71.71 $105K - $122K
1.71K $106M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
781
New
$134.53 - $150.65 $105K - $118K
781 $106M
VGIT
Vanguard Intermediate Term Tre

ETFs
1.8K
New
$57.78 - $60.4 $104K - $108K
1.8K $104M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.23K
New
$80.13 - $83.77 $98.9K - $103K
1.23K $99.1M
FSIG
First Tr ETF Iv LTD Duration I
5.18K
New
$18.8 - $19.23 $97.4K - $99.7K
5.18K $97.8M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
339
New
$278.19 - $315.36 $94.3K - $107K
339 $97.6M
NVO
Novo Nordisk A S

Healthcare
1.12K
New
$85.0 - $120.04 $95.2K - $134K
1.12K $96.3M
FTLS
First Tr Long/Short Equity ETF

ETFs
1.46K
New
$63.1 - $67.29 $92.3K - $98.4K
1.46K $96.3M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
769
New
$121.89 - $135.52 $93.7K - $104K
769 $96.1M
Capital Group
3.6K
New
N/A
3.6K $95.5M
FAAR
First Trust Vii Alternative Ab

ETFs
3.41K
New
$27.44 - $28.42 $93.6K - $96.9K
3.41K $95.5M
IQV
Iqvia Holdings Inc.

Healthcare
466
New
$190.97 - $236.63 $89K - $110K
466 $91.6M
XLY
Select Sector Spdr Consumer Di

ETFs
394
New
$194.8 - $239.43 $76.8K - $94.3K
394 $88.3M
UBER
Uber Technologies, Inc

Technology
1.44K
New
$59.93 - $86.34 $86.1K - $124K
1.44K $86.6M
FEP
First Trust Europe Alphadex Fu

ETFs
2.39K
New
$35.46 - $38.46 $84.9K - $92K
2.39K $85.7M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1.85K
New
$45.17 - $47.23 $83.7K - $87.6K
1.85K $84.1M
SKYY
First Trust Cloud Computing Et

ETFs
700
New
$99.98 - $130.46 $70K - $91.3K
700 $83.4M
DFAU
Dimensional ETF Tr

ETFs
2K
New
$39.27 - $42.38 $78.5K - $84.8K
2K $81M
XLF
Financial Sector Spdr

ETFs
1.64K
New
$44.89 - $51.34 $73.7K - $84.3K
1.64K $79.3M
SPMD
Spdr Portfolio

ETFs
1.44K
New
$54.13 - $59.56 $78K - $85.8K
1.44K $78.8M
IWD
Ishares Russell 1000 Val ETF

ETFs
425
New
$183.23 - $199.79 $77.9K - $84.9K
425 $78.7M
ARCC
Ares Capital Corp

Financial Services
3.59K
New
$20.74 - $22.27 $74.4K - $79.9K
3.59K $78.6M
RYT
Invesco S&P 500 Equal Weight T

ETFs
2.09K
New
N/A
2.09K $78.3M
IWN
Ishares Russell2000 Val ETF

ETFs
475
New
$162.69 - $181.35 $77.3K - $86.1K
475 $78M
VONG
Vanguard Russell 1000 Growth E

ETFs
750
New
$95.27 - $107.82 $71.5K - $80.9K
750 $77.5M
HDB
Hdfc Bank LTD

Financial Services
1.17K
New
$59.45 - $68.01 $69.4K - $79.4K
1.17K $74.6M
CL
Colgate Palmolive CO

Consumer Defensive
820
New
$90.22 - $102.31 $74K - $83.9K
820 $74.5M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
980
New
$72.18 - $81.41 $70.7K - $79.8K
980 $74M
SPVU
Invesco ETF Tr Ii S&P 500 Enha

ETFs
1.5K
New
$48.65 - $54.12 $73.1K - $81.3K
1.5K $73.9M
IYJ
Ishares Tr

ETFs
552
New
$132.97 - $143.93 $73.4K - $79.4K
552 $73.7M
FPE
First Tr Pfd Secs & Income ETF

ETFs
4.14K
New
$17.65 - $18.18 $73.1K - $75.3K
4.14K $73.3M
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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