Synergy Financial Group
Latest statistics and disclosures from Synergy Financial Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, MSFT, SHOP, AMZN, TSLA, and represent 32.81% of Synergy Financial Group's stock portfolio.
- Added to shares of these 10 stocks: MSFT, TTD, TMFC, AMZN, U, PLTR, MU, ULTA, CGDG, HLI.
- Started 5 new stock positions in HLI, CGDG, U, MU, ULTA.
- Reduced shares in these 10 stocks: ANET, NFLX, NVDA, APPN, UPS, SHOP, ZS, QQQ, AAPL, VOO.
- Sold out of its positions in APPN, UPS.
- Synergy Financial Group was a net buyer of stock by $3.0M.
- Synergy Financial Group has $148M in assets under management (AUM), dropping by 9.18%.
- Central Index Key (CIK): 0001905669
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Portfolio Holdings for Synergy Financial Group
Synergy Financial Group holds 115 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 8.2 | $12M | -2% | 65k | 186.58 |
|
| Microsoft Corporation (MSFT) | 7.9 | $12M | +19% | 23k | 517.94 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 6.4 | $9.4M | -2% | 63k | 148.61 |
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| Amazon (AMZN) | 6.3 | $9.4M | +4% | 43k | 219.57 |
|
| Tesla Motors (TSLA) | 4.0 | $6.0M | 13k | 444.72 |
|
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| Apple (AAPL) | 3.8 | $5.6M | 22k | 254.63 |
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| Alphabet Cap Stk Cl C (GOOG) | 3.5 | $5.3M | +2% | 22k | 243.55 |
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| Meta Platforms Cl A (META) | 3.5 | $5.3M | 7.2k | 734.38 |
|
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| Netflix (NFLX) | 2.9 | $4.4M | -9% | 3.6k | 1198.92 |
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| MercadoLibre (MELI) | 2.6 | $3.8M | +2% | 1.6k | 2336.94 |
|
| Arista Networks Com Shs (ANET) | 2.6 | $3.8M | -27% | 26k | 145.71 |
|
| The Trade Desk Com Cl A (TTD) | 2.5 | $3.7M | +40% | 76k | 49.01 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.5 | $3.7M | -2% | 6.0k | 612.35 |
|
| RBB Motley Fol Etf (TMFC) | 2.4 | $3.5M | +13% | 50k | 70.53 |
|
| Vanguard World Inf Tech Etf (VGT) | 1.6 | $2.4M | +3% | 3.3k | 746.63 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 1.4 | $2.1M | +2% | 4.2k | 490.38 |
|
| Mastercard Incorporated Cl A (MA) | 1.3 | $1.9M | 3.4k | 568.80 |
|
|
| Zscaler Incorporated (ZS) | 1.2 | $1.8M | -6% | 6.0k | 299.66 |
|
| Broadcom (AVGO) | 1.2 | $1.7M | -3% | 5.2k | 329.89 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 1.1 | $1.6M | +2% | 5.5k | 293.75 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.1 | $1.6M | 30k | 54.18 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 1.0 | $1.5M | +3% | 4.8k | 307.87 |
|
| Chipotle Mexican Grill (CMG) | 0.9 | $1.3M | 33k | 39.19 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $1.3M | +2% | 5.2k | 243.08 |
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.8 | $1.2M | 13k | 99.81 |
|
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| Servicenow (NOW) | 0.8 | $1.2M | 1.3k | 920.28 |
|
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| Walt Disney Company (DIS) | 0.8 | $1.1M | 10k | 114.50 |
|
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| Kinsale Cap Group (KNSL) | 0.8 | $1.1M | 2.7k | 425.29 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 0.8 | $1.1M | +9% | 34k | 33.42 |
|
| Axon Enterprise (AXON) | 0.7 | $996k | 1.4k | 717.64 |
|
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| Costco Wholesale Corporation (COST) | 0.7 | $974k | -2% | 1.1k | 925.63 |
|
| Snowflake Com Shs (SNOW) | 0.7 | $971k | 4.3k | 225.55 |
|
|
| Airbnb Com Cl A (ABNB) | 0.7 | $965k | +4% | 7.9k | 121.42 |
|
| Datadog Cl A Com (DDOG) | 0.6 | $961k | 6.7k | 142.40 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $884k | -11% | 1.5k | 600.21 |
|
| Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ) | 0.6 | $868k | +7% | 17k | 52.46 |
|
| Goldman Sachs Etf Tr S&p 500 Premium (GPIX) | 0.6 | $818k | +8% | 16k | 52.23 |
|
| Paycom Software (PAYC) | 0.5 | $806k | +6% | 3.9k | 208.14 |
|
| Palantir Technologies Cl A (PLTR) | 0.5 | $799k | +50% | 4.4k | 182.42 |
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| Uber Technologies (UBER) | 0.5 | $732k | 7.5k | 97.97 |
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| Cloudflare Cl A Com (NET) | 0.5 | $720k | -2% | 3.4k | 214.59 |
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| Starbucks Corporation (SBUX) | 0.5 | $668k | -3% | 7.9k | 84.61 |
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| Paypal Holdings (PYPL) | 0.4 | $647k | +5% | 9.6k | 67.06 |
|
| Walker & Dunlop (WD) | 0.4 | $627k | -3% | 7.5k | 83.62 |
|
| Okta Cl A (OKTA) | 0.4 | $616k | 6.7k | 91.70 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.4 | $596k | 19k | 31.91 |
|
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| Asml Holding N V N Y Registry Shs (ASML) | 0.4 | $592k | +14% | 611.00 | 968.09 |
|
| Zoom Communications Cl A (ZM) | 0.4 | $582k | -3% | 7.1k | 82.50 |
|
| Adobe Systems Incorporated (ADBE) | 0.4 | $580k | +11% | 1.6k | 352.75 |
|
| Upwork (UPWK) | 0.4 | $576k | 31k | 18.57 |
|
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $570k | 1.1k | 502.74 |
|
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| Lemonade (LMND) | 0.4 | $563k | 11k | 53.53 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.4 | $551k | -2% | 8.0k | 68.81 |
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| Advanced Micro Devices (AMD) | 0.4 | $549k | +2% | 3.4k | 161.79 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $543k | 2.1k | 254.31 |
|
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| Electronic Arts (EA) | 0.3 | $516k | 2.6k | 201.70 |
|
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| salesforce (CRM) | 0.3 | $482k | +2% | 2.0k | 236.98 |
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| Vanguard Index Fds Value Etf (VTV) | 0.3 | $444k | +4% | 2.4k | 186.49 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $440k | 658.00 | 669.30 |
|
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| Veeva Sys Cl A Com (VEEV) | 0.3 | $436k | 1.5k | 297.91 |
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| Chevron Corporation (CVX) | 0.3 | $433k | 2.8k | 155.29 |
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| Waste Management (WM) | 0.3 | $425k | 1.9k | 220.79 |
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| Goldman Sachs Etf Tr Ultra Short Bond (GSST) | 0.3 | $418k | +12% | 8.2k | 50.70 |
|
| Ishares Tr MRGSTR SM CP GR (ISCG) | 0.3 | $410k | +5% | 7.6k | 54.31 |
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| Capital One Financial (COF) | 0.3 | $404k | 1.9k | 212.58 |
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| Hubspot (HUBS) | 0.3 | $386k | 825.00 | 467.80 |
|
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| Epr Pptys Com Sh Ben Int (EPR) | 0.3 | $375k | 6.5k | 58.01 |
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| Prologis (PLD) | 0.2 | $366k | +8% | 3.2k | 114.52 |
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| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.2 | $361k | +15% | 3.6k | 100.23 |
|
| Sea Sponsord Ads (SE) | 0.2 | $359k | -3% | 2.0k | 178.73 |
|
| Nextera Energy (NEE) | 0.2 | $351k | 4.6k | 75.48 |
|
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.2 | $346k | 2.5k | 137.80 |
|
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| Kinder Morgan (KMI) | 0.2 | $345k | -2% | 12k | 28.31 |
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| Booking Holdings (BKNG) | 0.2 | $340k | 63.00 | 5399.27 |
|
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| Docusign (DOCU) | 0.2 | $339k | 4.7k | 72.09 |
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| eBay (EBAY) | 0.2 | $337k | 3.7k | 90.95 |
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| Unity Software (U) | 0.2 | $336k | NEW | 8.4k | 40.04 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $322k | -7% | 484.00 | 666.18 |
|
| Workday Cl A (WDAY) | 0.2 | $316k | 1.3k | 240.73 |
|
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| Upstart Hldgs (UPST) | 0.2 | $314k | 6.2k | 50.80 |
|
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| Roku Com Cl A (ROKU) | 0.2 | $313k | 3.1k | 100.13 |
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| Zillow Group Cl A (ZG) | 0.2 | $312k | -4% | 4.2k | 74.44 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $309k | +7% | 1.1k | 279.29 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $308k | +3% | 977.00 | 315.43 |
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| Intuit (INTU) | 0.2 | $306k | -3% | 448.00 | 682.91 |
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| Wal-Mart Stores (WMT) | 0.2 | $306k | 3.0k | 103.06 |
|
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $306k | 3.3k | 91.42 |
|
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $305k | 4.2k | 73.46 |
|
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $305k | 1.2k | 246.60 |
|
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| Jd.com Spon Ads Cl A (JD) | 0.2 | $293k | +15% | 8.4k | 34.98 |
|
| Autodesk (ADSK) | 0.2 | $293k | +2% | 921.00 | 317.67 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $282k | 2.5k | 113.88 |
|
|
| Select Sector Spdr Tr Indl (XLI) | 0.2 | $282k | 1.8k | 154.23 |
|
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| Atlassian Corporation Cl A (TEAM) | 0.2 | $279k | -7% | 1.7k | 159.70 |
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| Synopsys (SNPS) | 0.2 | $278k | +2% | 564.00 | 493.39 |
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| Visa Com Cl A (V) | 0.2 | $278k | +4% | 813.00 | 341.55 |
|
| Tractor Supply Company (TSCO) | 0.2 | $277k | -3% | 4.9k | 56.87 |
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| Planet Fitness Cl A (PLNT) | 0.2 | $274k | 2.6k | 103.80 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $268k | +15% | 818.00 | 328.17 |
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| Strategy Cl A New (MSTR) | 0.2 | $264k | 820.00 | 322.21 |
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| EOG Resources (EOG) | 0.2 | $263k | 2.3k | 112.12 |
|
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| Wheaton Precious Metals Corp (WPM) | 0.2 | $256k | 2.3k | 111.84 |
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| Pinterest Cl A (PINS) | 0.2 | $255k | 7.9k | 32.17 |
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| Genuine Parts Company (GPC) | 0.2 | $250k | 1.8k | 138.60 |
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| Take-Two Interactive Software (TTWO) | 0.2 | $246k | 953.00 | 258.36 |
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| Hershey Company (HSY) | 0.2 | $234k | 1.3k | 187.05 |
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| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.1 | $222k | 5.3k | 42.03 |
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| Micron Technology (MU) | 0.1 | $220k | NEW | 1.3k | 167.32 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $216k | 7.4k | 29.11 |
|
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $208k | 7.6k | 27.30 |
|
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $207k | NEW | 378.00 | 546.75 |
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| Capital Group Dividend Growe Shs Etf (CGDG) | 0.1 | $204k | NEW | 5.9k | 34.65 |
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| Whirlpool Corporation (WHR) | 0.1 | $202k | +8% | 2.6k | 78.60 |
|
| Houlihan Lokey Cl A (HLI) | 0.1 | $200k | NEW | 975.00 | 205.32 |
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| Udemy (UDMY) | 0.1 | $133k | 19k | 7.01 |
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Past Filings by Synergy Financial Group
SEC 13F filings are viewable for Synergy Financial Group going back to 2021
- Synergy Financial Group 2025 Q3 filed Nov. 17, 2025
- Synergy Financial Group 2025 Q2 filed Aug. 15, 2025
- Synergy Financial Group 2025 Q1 filed May 15, 2025
- Synergy Financial Group 2024 Q4 filed Feb. 4, 2025
- Synergy Financial Group 2024 Q3 filed Nov. 18, 2024
- Synergy Financial Group 2024 Q2 filed Aug. 13, 2024
- Synergy Financial Group 2024 Q1 filed May 15, 2024
- Synergy Financial Group 2023 Q4 filed Feb. 15, 2024
- Synergy Financial Group 2023 Q3 filed Nov. 2, 2023
- Synergy Financial Group 2023 Q2 filed Aug. 16, 2023
- Synergy Financial Group 2023 Q1 filed May 3, 2023
- Synergy Financial Group 2022 Q4 filed Feb. 3, 2023
- Synergy Financial Group 2022 Q3 filed Nov. 1, 2022
- Synergy Financial Group 2022 Q2 filed Aug. 4, 2022
- Synergy Financial Group 2022 Q1 filed Aug. 3, 2022
- Synergy Financial Group 2021 Q4 filed Feb. 11, 2022