Syntegra Private Wealth Group, LLC Reduced Holdings in Q4 2024

Syntegra Private Wealth Group, LLC

  • $885 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-15.4K
- 4.82%
$43.84 - $48.76 $677K - $753K
305K $13.4B
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-19.8K
- 64.87%
$25.0 - $25.11 $496K - $498K
10.7K $269M
SPMD
Spdr Portfolio

ETFs
-6.78K
- 3.85%
$54.13 - $59.56 $367K - $404K
169K $9.26B
IBDV
Ishares Tr

Technology
-14.6K
- 60.76%
$21.24 - $22.15 $310K - $323K
9.42K $201M
UNH
Unitedhealth Group Inc

Healthcare
-60
- 2.15%
$485.52 - $625.25 $29.1K - $37.5K
2.73K $1.38B
MUB
Ishares National Muni Bond ETF

ETFs
-2.02K
- 17.16%
$105.78 - $108.7 $214K - $220K
9.77K $1.04B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-3.36K
- 21.35%
$45.07 - $47.1 $152K - $158K
12.4K $560M
VZ
Verizon Communications Inc

Communication Services
-3.15K
- 31.36%
$39.6 - $45.21 $125K - $142K
6.9K $276M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-1.21K
- 3.14%
$69.58 - $74.87 $84.1K - $90.5K
37.3K $2.61B
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
-4.87K
- 13.57%
$23.79 - $24.6 $116K - $120K
31K $739M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-200
- 7.47%
$442.29 - $483.08 $88.5K - $96.6K
2.48K $1.12B
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-804
- 25.53%
$108.6 - $115.42 $87.3K - $92.8K
2.35K $256M
MRK
Merck & Co., Inc.

Healthcare
-283
- 5.44%
$96.31 - $114.76 $27.3K - $32.5K
4.92K $490M
AMGN
Amgen Inc

Healthcare
-40
- 3.31%
$258.78 - $328.31 $10.4K - $13.1K
1.17K $304M
PEP
Pepsico Inc

Consumer Defensive
-173
- 5.92%
$151.29 - $176.1 $26.2K - $30.5K
2.75K $418M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-813
- 10.78%
$91.29 - $91.8 $74.2K - $74.6K
6.73K $616M
JNJ
Johnson & Johnson

Healthcare
-274
- 13.54%
$143.34 - $165.86 $39.3K - $45.4K
1.75K $253M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-272
- 0.52%
$86.65 - $94.9 $23.6K - $25.8K
51.7K $4.49B
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-555
- 12.42%
$70.1 - $76.53 $38.9K - $42.5K
3.91K $277M
NEE
Nextera Energy Inc

Utilities
-26
- 0.53%
$69.77 - $85.43 $1.81K - $2.22K
4.84K $347M
UNP
Union Pacific Corp

Industrials
-50
- 1.79%
$223.15 - $249.32 $11.2K - $12.5K
2.74K $625M
T
At&T Inc.

Communication Services
-3.53K
- 10.65%
$21.22 - $23.88 $74.9K - $84.3K
29.6K $674M
EFV
Msci Eafe Value ETF

ETFs
-316
- 4.71%
$51.78 - $57.15 $16.4K - $18.1K
6.39K $335M
IBM
International Business Machines Corp

Technology
-194
- 3.43%
$204.9 - $238.04 $39.8K - $46.2K
5.46K $1.2B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-197
- 2.0%
$176.42 - $186.91 $34.8K - $36.8K
9.68K $1.72B
FDN
First Tr Fd Dow Jones

ETFs
-416
- 23.94%
$210.5 - $257.24 $87.6K - $107K
1.32K $321M
PLTK
Playtika Holding Corp.

Communication Services
-3.7K
- 18.13%
$6.72 - $8.62 $24.8K - $31.9K
16.7K $116M
PFE
Pfizer Inc

Healthcare
-676
- 6.23%
$24.8 - $30.19 $16.8K - $20.4K
10.2K $270M
CMCSA
Comcast Corp

Communication Services
-154
- 1.91%
$37.39 - $45.14 $5.76K - $6.95K
7.91K $297M
CFO
Victory Portfolios Ii Shs Us 5

ETFs
-433
- 4.84%
$68.71 - $73.91 $29.8K - $32K
8.51K $587M
KO
Coca Cola CO

Consumer Defensive
-73
- 2.15%
$61.74 - $71.71 $4.51K - $5.23K
3.32K $206M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-2.11K
- 2.59%
$66.77 - $71.52 $141K - $151K
79.5K $5.48B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-443
- 4.02%
$36.54 - $37.53 $16.2K - $16.6K
10.6K $389M
WM
Waste Management Inc

Industrials
-51
- 2.25%
$201.79 - $228.46 $10.3K - $11.7K
2.22K $447M
Te Connectivity PLC
-75
- 4.84%
N/A
1.47K $211M
Blackrock ETF Trust Ii
-207
- 2.55%
N/A
7.91K $412M
NEAR
Blackrock Short Maturity Bond

ETFs
-236
- 1.74%
$50.28 - $51.08 $11.9K - $12.1K
13.3K $672M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-286
- 4.86%
$44.33 - $49.55 $12.7K - $14.2K
5.6K $251M
MBB
Ishares Tr

ETFs
-51
- 1.86%
$91.26 - $95.82 $4.65K - $4.89K
2.69K $247M
ACWI
Ishares Msci Acwi ETF

ETFs
-43
- 0.97%
$117.05 - $123.03 $5.03K - $5.29K
4.38K $515M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-90
- 2.44%
$126.68 - $134.74 $11.4K - $12.1K
3.6K $459M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-191
- 2.25%
$60.51 - $65.57 $11.6K - $12.5K
8.28K $504M
IVE
Ishares S&P 500 Value ETF

ETFs
-20
- 1.52%
$189.5 - $206.17 $3.79K - $4.12K
1.29K $247M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-602
- 5.46%
$49.03 - $53.35 $29.5K - $32.1K
10.4K $534M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-171
- 3.76%
$124.61 - $133.96 $21.3K - $22.9K
4.37K $563M
DGRO
Ishares Core Dividend Growth E

ETFs
-52
- 1.03%
$60.73 - $64.94 $3.16K - $3.38K
4.99K $306M
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
-74
- 6.22%
$194.9 - $214.12 $14.4K - $15.8K
1.12K $225M
VIG
Vanguard Dividend Appreciation

ETFs
-25
- 1.35%
N/A
1.83K $359M
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
-325
- 2.5%
$22.04 - $23.08 $7.16K - $7.5K
12.7K $283M
Activity Summary
Buys All Purchases 71 New Holdings 11 Increased Positions 60 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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