Financial Synergies Wealth Advisors
Latest statistics and disclosures from Financial Synergies Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, VUG, VO, VTV, EFV, and represent 53.69% of Financial Synergies Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: VO (+$42M), DFAS (+$12M), AVUV (+$12M), IEMG (+$5.1M), XOM, EFG, IJH, VEA, VTV, MUNI.
- Started 118 new stock positions in FDX, LAMR, AKAM, SCHK, HRL, SPG, CME, NEM, ZD, CFG.
- Reduced shares in these 10 stocks: DFCF (-$34M), VXF (-$28M), VBR (-$9.9M), VUG (-$9.7M), VB (-$9.6M), SPSM (-$9.0M), SLYV (-$8.8M), ISTB (-$7.8M), IVV (-$6.9M), DFUV.
- Sold out of its positions in ABBNY, Amc Entmt Hldgs Inc Cl A, ABCL, ADPT, ALB, BABA, COR, AN, AVTR, BMRN.
- Financial Synergies Wealth Advisors was a net seller of stock by $-48M.
- Financial Synergies Wealth Advisors has $762M in assets under management (AUM), dropping by 17.99%.
- Central Index Key (CIK): 0002017868
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Portfolio Holdings for Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors holds 507 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Financial Synergies Wealth Advisors has 507 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Financial Synergies Wealth Advisors March 31, 2024 positions
- Download the Financial Synergies Wealth Advisors March 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 15.9 | $122M | -5% | 231k | 525.73 |
|
| Vanguard Index Fds Growth Etf (VUG) | 11.3 | $86M | -10% | 249k | 344.20 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 10.8 | $82M | +104% | 330k | 249.86 |
|
| Vanguard Index Fds Value Etf (VTV) | 9.9 | $75M | 462k | 162.86 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 5.8 | $44M | 813k | 54.40 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 5.6 | $43M | +4% | 410k | 103.79 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 5.3 | $40M | +3% | 805k | 50.17 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 3.9 | $30M | 325k | 92.72 |
|
|
| Ishares Core Msci Emkt (IEMG) | 3.8 | $29M | +21% | 560k | 51.60 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 2.8 | $22M | -30% | 94k | 228.59 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 2.5 | $19M | -8% | 238k | 78.64 |
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 1.7 | $13M | -71% | 316k | 41.95 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.7 | $13M | -43% | 67k | 191.88 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 1.7 | $13M | -13% | 310k | 40.90 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 1.6 | $12M | +2037% | 194k | 62.34 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 1.5 | $12M | NEW | 122k | 93.71 |
|
| Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 0.9 | $7.0M | -6% | 197k | 35.61 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.8 | $6.1M | -10% | 98k | 62.06 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.8 | $6.1M | +6% | 75k | 81.43 |
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.7 | $5.4M | +25% | 104k | 52.47 |
|
| Exxon Mobil Corporation (XOM) | 0.7 | $5.3M | +106% | 46k | 116.24 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.7 | $5.3M | +2% | 29k | 186.81 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.7 | $5.1M | -5% | 69k | 74.22 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.6 | $4.4M | +17% | 105k | 41.77 |
|
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.6 | $4.2M | -67% | 51k | 82.97 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.6 | $4.2M | +2% | 27k | 158.81 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.5 | $3.5M | -7% | 85k | 41.08 |
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.4 | $3.1M | -71% | 65k | 47.44 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.4 | $2.8M | -90% | 16k | 175.27 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.3 | $2.6M | -77% | 61k | 43.04 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $2.3M | -11% | 29k | 79.86 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.3 | $2.1M | +16% | 59k | 36.75 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $2.1M | -29% | 4.1k | 523.11 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $2.0M | +18% | 4.1k | 480.67 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $2.0M | -26% | 9.4k | 210.30 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.2 | $1.8M | -20% | 34k | 54.43 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.2 | $1.8M | +67% | 39k | 45.31 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $1.7M | +253% | 29k | 60.74 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.2 | $1.4M | -5% | 20k | 67.13 |
|
| Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 0.2 | $1.2M | +3% | 18k | 67.39 |
|
| Microsoft Corporation (MSFT) | 0.1 | $1.1M | +145% | 2.6k | 420.61 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $1.0M | 31k | 31.95 |
|
|
| Apple (AAPL) | 0.1 | $914k | -28% | 5.3k | 171.46 |
|
| McDonald's Corporation (MCD) | 0.1 | $846k | +10% | 3.0k | 281.95 |
|
| Chevron Corporation (CVX) | 0.1 | $822k | +87% | 5.2k | 157.72 |
|
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.1 | $756k | NEW | 15k | 50.77 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.1 | $698k | -22% | 11k | 63.33 |
|
| Amazon (AMZN) | 0.1 | $612k | 3.4k | 180.36 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $603k | -34% | 12k | 49.24 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $594k | -12% | 2.3k | 259.87 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.1 | $580k | -7% | 19k | 30.22 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $516k | 1.2k | 420.52 |
|
|
| ConocoPhillips (COP) | 0.1 | $495k | +76% | 3.9k | 127.27 |
|
| Vanguard World Mega Cap Index (MGC) | 0.1 | $482k | -4% | 2.6k | 186.86 |
|
| Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) | 0.1 | $462k | -33% | 8.1k | 57.03 |
|
| Norfolk Southern (NSC) | 0.1 | $451k | +35320% | 1.8k | 254.86 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $442k | -21% | 11k | 39.02 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $436k | -3% | 982.00 | 444.19 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $405k | 4.8k | 84.44 |
|
|
| Blackstone Secd Lending Common Stock (BXSL) | 0.0 | $360k | NEW | 12k | 31.15 |
|
| Tesla Motors (TSLA) | 0.0 | $345k | +2% | 2.0k | 175.83 |
|
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.0 | $323k | NEW | 5.0k | 64.26 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $320k | 5.2k | 61.05 |
|
|
| NVIDIA Corporation (NVDA) | 0.0 | $267k | 295.00 | 903.56 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $244k | +213% | 3.0k | 80.63 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $228k | -52% | 2.6k | 86.49 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $217k | -5% | 1.2k | 182.66 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $206k | 1.7k | 120.99 |
|
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.0 | $200k | -84% | 2.2k | 91.88 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $197k | +15% | 1.5k | 131.28 |
|
| McKesson Corporation (MCK) | 0.0 | $193k | 360.00 | 536.85 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $188k | -2% | 782.00 | 239.73 |
|
| Allstate Corporation (ALL) | 0.0 | $186k | 1.1k | 173.01 |
|
|
| Pimco Etf Tr 0-5 High Yield (HYS) | 0.0 | $177k | NEW | 1.9k | 93.47 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $177k | -43% | 2.3k | 76.66 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $175k | -21% | 1.8k | 97.92 |
|
| Visa Com Cl A (V) | 0.0 | $172k | +755% | 616.00 | 279.28 |
|
| Pepsi (PEP) | 0.0 | $172k | +23% | 982.00 | 175.06 |
|
| Home Depot (HD) | 0.0 | $171k | +53% | 446.00 | 383.68 |
|
| Schlumberger Com Stk (SLB) | 0.0 | $163k | +21142% | 3.0k | 54.81 |
|
| Simmons 1st Natl Corp Cl A $1 Par (SFNC) | 0.0 | $163k | -83% | 8.4k | 19.46 |
|
| JPMorgan Chase & Co. (JPM) | 0.0 | $158k | +126% | 787.00 | 200.22 |
|
| Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) | 0.0 | $153k | -11% | 5.5k | 27.76 |
|
| Broadcom (AVGO) | 0.0 | $152k | +41% | 115.00 | 1320.78 |
|
| Merck & Co (MRK) | 0.0 | $144k | +82% | 1.1k | 131.92 |
|
| Procter & Gamble Company (PG) | 0.0 | $142k | +124% | 878.00 | 162.20 |
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $142k | -6% | 7.0k | 20.30 |
|
| Applied Materials (AMAT) | 0.0 | $142k | +5192% | 688.00 | 205.99 |
|
| Cisco Systems (CSCO) | 0.0 | $138k | +50% | 2.8k | 49.90 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $136k | -89% | 1.9k | 72.65 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $134k | 3.2k | 42.01 |
|
|
| Lowe's Companies (LOW) | 0.0 | $129k | +7142% | 507.00 | 254.86 |
|
| Bank of America Corporation (BAC) | 0.0 | $122k | +4856% | 3.2k | 37.91 |
|
| Pimco Etf Tr Preferred And Cp (PRFD) | 0.0 | $119k | NEW | 2.4k | 49.63 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.0 | $111k | NEW | 4.3k | 25.76 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $108k | 205.00 | 524.34 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $107k | +1275% | 110.00 | 970.50 |
|
| Caterpillar (CAT) | 0.0 | $105k | +3475% | 286.00 | 365.61 |
|
| Fidelity Wise Origin Bitcoin SHS | 0.0 | $104k | NEW | 1.7k | 62.06 |
|
| Ishares Tr Cre U S Reit Etf (USRT) | 0.0 | $95k | +2% | 1.8k | 53.81 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.0 | $93k | +4983% | 3.8k | 24.72 |
|
| Coca-Cola Company (KO) | 0.0 | $85k | +60% | 1.4k | 61.18 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $84k | 1.1k | 75.98 |
|
|
| Honeywell International (HON) | 0.0 | $83k | +145% | 403.00 | 204.98 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $80k | +560% | 528.00 | 150.93 |
|
| Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) | 0.0 | $80k | 2.2k | 35.46 |
|
|
| BlackRock (BLK) | 0.0 | $79k | +154% | 94.00 | 835.97 |
|
| Ishares Tr Faln Angls Usd (FALN) | 0.0 | $77k | -51% | 2.9k | 26.86 |
|
| Philip Morris International (PM) | 0.0 | $73k | +275% | 799.00 | 91.58 |
|
| Toll Brothers (TOL) | 0.0 | $72k | 559.00 | 129.37 |
|
|
| Pfizer (PFE) | 0.0 | $71k | +100% | 2.6k | 27.75 |
|
| Abbvie (ABBV) | 0.0 | $70k | +177% | 386.00 | 182.17 |
|
| Johnson & Johnson (JNJ) | 0.0 | $69k | +249% | 437.00 | 158.25 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $68k | +563% | 272.00 | 249.89 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $64k | -59% | 1.3k | 49.21 |
|
| Eaton Vance Tax-Managed Global Buy-Write (ETW) | 0.0 | $64k | NEW | 7.8k | 8.20 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $61k | +67% | 109.00 | 557.18 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.0 | $60k | NEW | 1.2k | 52.16 |
|
| FedEx Corporation (FDX) | 0.0 | $60k | NEW | 207.00 | 290.00 |
|
| Wal-Mart Stores (WMT) | 0.0 | $58k | +779% | 967.00 | 60.15 |
|
| UnitedHealth (UNH) | 0.0 | $58k | 117.00 | 494.70 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $57k | +200% | 168.00 | 337.12 |
|
| Advanced Micro Devices (AMD) | 0.0 | $55k | -23% | 307.00 | 180.49 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $55k | +244% | 307.00 | 179.18 |
|
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $54k | 1.5k | 35.91 |
|
|
| Qualcomm (QCOM) | 0.0 | $53k | -62% | 312.00 | 169.06 |
|
| EOG Resources (EOG) | 0.0 | $52k | +3% | 408.00 | 127.80 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $50k | NEW | 3.2k | 15.73 |
|
| Prudential Financial (PRU) | 0.0 | $49k | +5100% | 416.00 | 117.42 |
|
| Hp (HPQ) | 0.0 | $48k | +4% | 1.6k | 30.23 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $48k | -2% | 490.00 | 97.53 |
|
| Kinder Morgan (KMI) | 0.0 | $45k | +89% | 2.5k | 18.34 |
|
| Nike CL B (NKE) | 0.0 | $45k | +64% | 480.00 | 94.06 |
|
| Prologis (PLD) | 0.0 | $45k | +109% | 343.00 | 130.38 |
|
| Dow (DOW) | 0.0 | $44k | +259% | 765.00 | 57.93 |
|
| Vanguard World Financials Etf (VFH) | 0.0 | $44k | -6% | 430.00 | 102.39 |
|
| MetLife (MET) | 0.0 | $44k | +4107% | 589.00 | 74.14 |
|
| Deere & Company (DE) | 0.0 | $43k | +2500% | 104.00 | 410.75 |
|
| Abbott Laboratories (ABT) | 0.0 | $43k | +72% | 375.00 | 113.65 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $43k | -5% | 244.00 | 174.21 |
|
| Verizon Communications (VZ) | 0.0 | $42k | +2159% | 994.00 | 41.95 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $41k | +30% | 91.00 | 453.52 |
|
| Oracle Corporation (ORCL) | 0.0 | $41k | +97% | 328.00 | 125.45 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $40k | 100.00 | 397.76 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $40k | -5% | 358.00 | 110.52 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $39k | -57% | 768.00 | 51.29 |
|
| Eaton Corp SHS (ETN) | 0.0 | $39k | 125.00 | 312.68 |
|
|
| International Business Machines (IBM) | 0.0 | $38k | +164% | 198.00 | 191.40 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $38k | 400.00 | 94.41 |
|
|
| Southern Company (SO) | 0.0 | $37k | +3628% | 522.00 | 71.73 |
|
| United Parcel Service CL B (UPS) | 0.0 | $36k | +1933% | 244.00 | 148.39 |
|
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.0 | $35k | +510% | 910.00 | 38.47 |
|
| General Electric Com New (GE) | 0.0 | $34k | 195.00 | 175.53 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $33k | +336% | 769.00 | 43.37 |
|
| Cheniere Energy Com New (LNG) | 0.0 | $33k | 204.00 | 161.28 |
|
|
| AZZ Incorporated (AZZ) | 0.0 | $32k | NEW | 414.00 | 77.31 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $32k | +120% | 380.00 | 84.03 |
|
| Arista Networks (ANET) | 0.0 | $31k | +872% | 107.00 | 290.00 |
|
| International Paper Company (IP) | 0.0 | $31k | 784.00 | 39.02 |
|
|
| Us Bancorp Del Com New (USB) | 0.0 | $30k | NEW | 671.00 | 44.71 |
|
| Fifth Third Ban (FITB) | 0.0 | $29k | NEW | 785.00 | 37.21 |
|
| CSX Corporation (CSX) | 0.0 | $29k | NEW | 788.00 | 37.05 |
|
| General Dynamics Corporation (GD) | 0.0 | $29k | NEW | 102.00 | 283.76 |
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $29k | +2% | 1.6k | 17.73 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $28k | +2% | 672.00 | 42.09 |
|
| Palo Alto Networks (PANW) | 0.0 | $28k | +3200% | 99.00 | 284.13 |
|
| Ford Motor Company (F) | 0.0 | $27k | +1997% | 2.0k | 13.28 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $27k | +24% | 288.00 | 93.07 |
|
| Target Corporation (TGT) | 0.0 | $26k | +7% | 148.00 | 177.59 |
|
| 3M Company (MMM) | 0.0 | $26k | +419% | 244.00 | 106.23 |
|
| Meta Platforms Cl A (META) | 0.0 | $26k | -41% | 53.00 | 486.26 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $26k | +200% | 114.00 | 225.92 |
|
| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.0 | $26k | +30% | 234.00 | 109.23 |
|
| Moderna (MRNA) | 0.0 | $25k | -53% | 234.00 | 106.56 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $25k | 354.00 | 70.00 |
|
|
| Lamar Advertising Cl A (LAMR) | 0.0 | $25k | NEW | 207.00 | 119.53 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $24k | -6% | 118.00 | 205.72 |
|
| Medtronic SHS (MDT) | 0.0 | $24k | +1054% | 277.00 | 87.04 |
|
| At&t (T) | 0.0 | $24k | NEW | 1.4k | 17.60 |
|
| RPM International (RPM) | 0.0 | $24k | NEW | 198.00 | 118.81 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $24k | 347.00 | 67.75 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $23k | NEW | 399.00 | 57.58 |
|
| Public Service Enterprise (PEG) | 0.0 | $22k | +5416% | 331.00 | 66.86 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $22k | 62.00 | 354.98 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $22k | 967.00 | 22.75 |
|
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| Fortune Brands (FBIN) | 0.0 | $22k | NEW | 256.00 | 84.67 |
|
| PNC Financial Services (PNC) | 0.0 | $22k | +1562% | 133.00 | 162.10 |
|
| Automatic Data Processing (ADP) | 0.0 | $22k | +2% | 86.00 | 249.74 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $21k | -16% | 182.00 | 117.21 |
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $21k | -46% | 44.00 | 482.18 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $21k | 292.00 | 72.41 |
|
|
| Etf Ser Solutions Us Glb Jets (JETS) | 0.0 | $21k | 1.0k | 21.01 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $21k | -42% | 224.00 | 91.55 |
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $20k | NEW | 405.00 | 50.08 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $20k | 208.00 | 96.73 |
|
|
| Emerson Electric (EMR) | 0.0 | $20k | NEW | 176.00 | 113.74 |
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $20k | NEW | 300.00 | 65.29 |
|
| Jacobs Engineering Group (J) | 0.0 | $20k | +6250% | 127.00 | 154.03 |
|
| Danaher Corporation (DHR) | 0.0 | $20k | NEW | 78.00 | 250.60 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $19k | -98% | 750.00 | 25.24 |
|
| Yum! Brands (YUM) | 0.0 | $19k | 136.00 | 138.65 |
|
|
| The Trade Desk Com Cl A (TTD) | 0.0 | $19k | -30% | 215.00 | 87.42 |
|
| Eastman Chemical Company (EMN) | 0.0 | $19k | NEW | 188.00 | 99.97 |
|
| Ishares Tr Esg Eafe Etf (DMXF) | 0.0 | $19k | +33% | 274.00 | 68.19 |
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $19k | +42% | 323.00 | 57.55 |
|
| Altria (MO) | 0.0 | $19k | NEW | 426.00 | 43.62 |
|
| General Mills (GIS) | 0.0 | $18k | 262.00 | 69.97 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $18k | 57.00 | 320.60 |
|
|
| Tractor Supply Company (TSCO) | 0.0 | $17k | 66.00 | 261.79 |
|
|
| Costco Wholesale Corporation (COST) | 0.0 | $17k | +360% | 23.00 | 745.35 |
|
| American Electric Power Company (AEP) | 0.0 | $17k | +3880% | 199.00 | 86.10 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $17k | 125.00 | 136.06 |
|
|
| Union Pacific Corporation (UNP) | 0.0 | $17k | 68.00 | 245.94 |
|
|
| Boeing Company (BA) | 0.0 | $17k | -31% | 86.00 | 193.00 |
|
| Dupont De Nemours (DD) | 0.0 | $16k | 213.00 | 76.67 |
|
|
| Wells Fargo Perp Pfd Cnv A (WFC.PL) | 0.0 | $16k | NEW | 13.00 | 1219.38 |
|
| Direxion Shs Etf Tr Hydrogen Etf (HJEN) | 0.0 | $16k | NEW | 1.4k | 11.07 |
|
| Crown Castle Intl (CCI) | 0.0 | $16k | +1030% | 147.00 | 105.82 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $15k | 234.00 | 65.87 |
|
|
| Wp Carey (WPC) | 0.0 | $15k | NEW | 271.00 | 56.41 |
|
| Citigroup Com New (C) | 0.0 | $15k | +653% | 241.00 | 63.19 |
|
| Paramount Global Class B Com (PARA) | 0.0 | $15k | 1.3k | 11.77 |
|
|
| First Tr Exchange Traded Cloud Computing (SKYY) | 0.0 | $15k | 155.00 | 95.60 |
|
|
| Etf Ser Solutions Defiance Next (FIVG) | 0.0 | $15k | 375.00 | 39.08 |
|
|
| Spirit Airlines (SAVE) | 0.0 | $15k | -14% | 3.0k | 4.84 |
|
| Nucor Corporation (NUE) | 0.0 | $14k | +1320% | 71.00 | 197.90 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $14k | NEW | 1.0k | 13.96 |
|
| Illinois Tool Works (ITW) | 0.0 | $14k | 52.00 | 268.35 |
|
|
| Fidelity National Financial Fnf Group Com (FNF) | 0.0 | $14k | NEW | 262.00 | 53.02 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $14k | +17% | 40.00 | 346.62 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $13k | +39% | 127.00 | 105.06 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $13k | 163.00 | 79.76 |
|
|
| Diageo Spon Adr New (DEO) | 0.0 | $12k | -11% | 83.00 | 148.75 |
|
| Corteva (CTVA) | 0.0 | $12k | 213.00 | 57.67 |
|
|
| Genuine Parts Company (GPC) | 0.0 | $12k | 77.00 | 154.94 |
|
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $12k | NEW | 53.00 | 225.00 |
|
| Omni (OMC) | 0.0 | $12k | 121.00 | 96.76 |
|
|
| Watsco, Incorporated (WSO) | 0.0 | $12k | 27.00 | 432.00 |
|
|
| Cigna Corp (CI) | 0.0 | $12k | +255% | 32.00 | 363.22 |
|
| Uber Technologies (UBER) | 0.0 | $12k | +11% | 150.00 | 76.99 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $11k | 171.00 | 65.66 |
|
|
| Gilead Sciences (GILD) | 0.0 | $11k | NEW | 152.00 | 73.18 |
|
| Eversource Energy (ES) | 0.0 | $11k | -2% | 186.00 | 59.77 |
|
| Nuveen Nasdaq 100 Dynamic Ov Com Shs (QQQX) | 0.0 | $11k | 460.00 | 24.14 |
|
|
| Peak (DOC) | 0.0 | $11k | NEW | 590.00 | 18.74 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN) | 0.0 | $11k | NEW | 227.00 | 47.72 |
|
| Gaming & Leisure Pptys (GLPI) | 0.0 | $11k | NEW | 234.00 | 46.03 |
|
| Bank America Corp 7.25%CNV PFD L (BAC.PL) | 0.0 | $11k | NEW | 9.00 | 1193.78 |
|
| Ishares Bitcoin Tr SHS | 0.0 | $10k | NEW | 253.00 | 40.47 |
|
| Ishares Tr Esg Aware Msci (ESML) | 0.0 | $10k | +42% | 254.00 | 40.30 |
|
Past Filings by Financial Synergies Wealth Advisors
SEC 13F filings are viewable for Financial Synergies Wealth Advisors going back to 2023
- Financial Synergies Wealth Advisors 2024 Q1 filed April 12, 2024
- Financial Synergies Wealth Advisors 2019 Q1 filed April 5, 2024
- Financial Synergies Wealth Advisors 2019 Q2 filed April 5, 2024
- Financial Synergies Wealth Advisors 2019 Q4 filed April 5, 2024
- Financial Synergies Wealth Advisors 2020 Q2 filed April 5, 2024
- Financial Synergies Wealth Advisors 2020 Q3 filed April 5, 2024
- Financial Synergies Wealth Advisors 2020 Q4 filed April 5, 2024
- Financial Synergies Wealth Advisors 2019 Q3 filed April 5, 2024
- Financial Synergies Wealth Advisors 2020 Q1 filed April 5, 2024
- Financial Synergies Wealth Advisors 2021 Q2 filed April 5, 2024
- Financial Synergies Wealth Advisors 2021 Q3 filed April 5, 2024
- Financial Synergies Wealth Advisors 2021 Q1 filed April 5, 2024
- Financial Synergies Wealth Advisors 2021 Q4 filed April 5, 2024
- Financial Synergies Wealth Advisors 2022 Q1 filed April 5, 2024
- Financial Synergies Wealth Advisors 2022 Q2 filed April 4, 2024
- Financial Synergies Wealth Advisors 2022 Q3 filed April 4, 2024