Synergy Investment Management, LLC Portfolio Holdings

Synergy Investment Management, LLC has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $233 Billion distributed in 639 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $18.8B, Vanguard Growth ETF with a value of $17.9B, Ishares Core S&P 500 ETF with a value of $17.5B, Ishares Core S&P U.S. Value Et with a value of $10.1B, and Spdr Ser Tr Spdr Portfolio Int with a value of $7.31B.

Examining the 13F form we can see an increase of $233B in the current position value.

Synergy Investment Management, LLC is based out at Altamonte Springs, FL

Below you can find more details about Synergy Investment Management, LLC portfolio as well as his latest detailed transactions.