Synergy Financial Group
Latest statistics and disclosures from Synergy Financial Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AMZN, NVDA, MSFT, SHOP, TTD, and represent 31.29% of Synergy Financial Group's stock portfolio.
- Added to shares of these 10 stocks: Arista Networks, GSST, VGT, VOO, SCHG, VTV, ISCG, COF, CVX, TMFC.
- Started 11 new stock positions in MSTR, JPM, ROKU, VGT, TSM, V, Arista Networks, ISCG, CVX, VTV. COF.
- Reduced shares in these 10 stocks: ANET, MSFT, NVDA, SHOP, DOCN, UNP, AVGO, AMZN, , NOW.
- Sold out of its positions in ANET, DOCN, SPY, UNP.
- Synergy Financial Group was a net buyer of stock by $5.5M.
- Synergy Financial Group has $120M in assets under management (AUM), dropping by 13.88%.
- Central Index Key (CIK): 0001905669
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Portfolio Holdings for Synergy Financial Group
Synergy Financial Group holds 101 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Amazon (AMZN) | 7.5 | $9.0M | -2% | 41k | 219.39 |
|
| NVIDIA Corporation (NVDA) | 7.2 | $8.6M | -6% | 64k | 134.29 |
|
| Microsoft Corporation (MSFT) | 6.6 | $7.9M | -14% | 19k | 421.50 |
|
| Shopify Cl A (SHOP) | 5.4 | $6.5M | -5% | 61k | 106.33 |
|
| The Trade Desk Com Cl A (TTD) | 4.6 | $5.5M | -2% | 47k | 117.53 |
|
| Apple (AAPL) | 4.5 | $5.4M | 22k | 250.42 |
|
|
| Arista Networks Com Shs | 3.5 | $4.2M | NEW | 38k | 110.53 |
|
| Netflix (NFLX) | 3.2 | $3.9M | 4.4k | 891.32 |
|
|
| Meta Platforms Cl A (META) | 3.1 | $3.7M | -2% | 6.4k | 585.51 |
|
| Alphabet Cap Stk Cl C (GOOG) | 3.0 | $3.6M | -3% | 19k | 190.44 |
|
| Tesla Motors (TSLA) | 2.8 | $3.4M | 8.4k | 403.84 |
|
|
| MercadoLibre (MELI) | 2.3 | $2.8M | +4% | 1.6k | 1700.44 |
|
| Goldman Sachs Etf Tr Aces Ultra Shr (GSST) | 2.2 | $2.6M | +333% | 52k | 50.21 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.1 | $2.5M | +198% | 4.6k | 538.82 |
|
| Chipotle Mexican Grill (CMG) | 1.8 | $2.2M | +2% | 36k | 60.30 |
|
| Vanguard World Inf Tech Etf (VGT) | 1.6 | $2.0M | NEW | 3.2k | 621.80 |
|
| RBB Motley Fol Etf (TMFC) | 1.5 | $1.8M | +15% | 31k | 60.12 |
|
| Mastercard Incorporated Cl A (MA) | 1.5 | $1.8M | -5% | 3.5k | 526.54 |
|
| Servicenow (NOW) | 1.3 | $1.6M | -11% | 1.5k | 1060.12 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 1.2 | $1.4M | +4% | 4.1k | 342.16 |
|
| Broadcom (AVGO) | 1.0 | $1.2M | -16% | 5.4k | 231.85 |
|
| Zscaler Incorporated (ZS) | 1.0 | $1.2M | -5% | 6.5k | 180.41 |
|
| Kinsale Cap Group (KNSL) | 1.0 | $1.2M | +2% | 2.5k | 465.15 |
|
| Walt Disney Company (DIS) | 1.0 | $1.2M | 10k | 111.35 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.9 | $1.1M | +9% | 4.3k | 264.13 |
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.9 | $1.1M | +14% | 11k | 99.92 |
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.9 | $1.1M | +9% | 14k | 81.58 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.9 | $1.1M | +5% | 25k | 44.04 |
|
| Costco Wholesale Corporation (COST) | 0.9 | $1.0M | -11% | 1.1k | 915.86 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $987k | +7% | 5.2k | 189.30 |
|
| Datadog Cl A Com (DDOG) | 0.8 | $937k | -14% | 6.6k | 142.89 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.8 | $914k | +14% | 3.4k | 269.70 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $863k | 1.7k | 511.38 |
|
|
| Starbucks Corporation (SBUX) | 0.7 | $820k | -4% | 9.0k | 91.25 |
|
| Airbnb Com Cl A (ABNB) | 0.7 | $798k | +14% | 6.1k | 131.41 |
|
| Walker & Dunlop (WD) | 0.7 | $798k | -4% | 8.2k | 97.21 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 0.6 | $738k | +12% | 24k | 30.47 |
|
| salesforce (CRM) | 0.6 | $692k | 2.1k | 334.40 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.5 | $599k | +295% | 22k | 27.87 |
|
| Paypal Holdings (PYPL) | 0.5 | $590k | +36% | 6.9k | 85.35 |
|
| Hubspot (HUBS) | 0.5 | $590k | -9% | 847.00 | 696.77 |
|
| Axon Enterprise (AXON) | 0.5 | $590k | +32% | 993.00 | 594.32 |
|
| Upwork (UPWK) | 0.5 | $553k | 34k | 16.35 |
|
|
| Okta Cl A (OKTA) | 0.5 | $552k | +9% | 7.0k | 78.80 |
|
| Snowflake Cl A (SNOW) | 0.5 | $545k | +24% | 3.5k | 154.41 |
|
| Paycom Software (PAYC) | 0.4 | $537k | +24% | 2.6k | 204.94 |
|
| Atlassian Corporation Cl A (TEAM) | 0.4 | $512k | -11% | 2.1k | 243.38 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $502k | +8% | 1.1k | 453.28 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.4 | $475k | 2.7k | 176.67 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $468k | 1.9k | 240.28 |
|
|
| Uber Technologies (UBER) | 0.4 | $457k | 7.6k | 60.32 |
|
|
| Zoom Communications Cl A (ZM) | 0.4 | $444k | +5% | 5.4k | 81.61 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $419k | +23% | 1.2k | 351.79 |
|
| Lemonade (LMND) | 0.3 | $411k | -14% | 11k | 36.68 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $403k | +8% | 685.00 | 588.68 |
|
| Waste Management (WM) | 0.3 | $401k | +3% | 2.0k | 201.78 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.3 | $390k | NEW | 2.3k | 169.30 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.3 | $387k | -12% | 559.00 | 693.08 |
|
| Cloudflare Cl A Com (NET) | 0.3 | $382k | -8% | 3.5k | 107.68 |
|
| Docusign (DOCU) | 0.3 | $381k | +3% | 4.2k | 89.94 |
|
| Electronic Arts (EA) | 0.3 | $375k | 2.6k | 146.30 |
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| Advanced Micro Devices (AMD) | 0.3 | $371k | 3.1k | 120.79 |
|
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| Kinder Morgan (KMI) | 0.3 | $370k | +5% | 14k | 27.40 |
|
| Upstart Hldgs (UPST) | 0.3 | $357k | -10% | 5.8k | 61.57 |
|
| Ishares Tr MRGSTR SM CP GR (ISCG) | 0.3 | $356k | NEW | 7.2k | 49.46 |
|
| Nextera Energy (NEE) | 0.3 | $339k | -20% | 4.7k | 71.69 |
|
| Workday Cl A (WDAY) | 0.3 | $338k | 1.3k | 258.03 |
|
|
| Capital One Financial (COF) | 0.3 | $333k | NEW | 1.9k | 178.32 |
|
| Goldman Sachs Etf Tr Nasdaq 100 Core (GPIQ) | 0.3 | $329k | 6.7k | 49.03 |
|
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| Booking Holdings (BKNG) | 0.3 | $323k | 65.00 | 4968.42 |
|
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| Zillow Group Cl A (ZG) | 0.3 | $310k | 4.4k | 70.85 |
|
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| Appian Corp Cl A (APPN) | 0.2 | $299k | -2% | 9.1k | 32.98 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $298k | 3.3k | 89.08 |
|
|
| Intuit (INTU) | 0.2 | $298k | -7% | 474.00 | 628.50 |
|
| Wal-Mart Stores (WMT) | 0.2 | $296k | 3.3k | 90.35 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.2 | $295k | 2.5k | 117.48 |
|
|
| Goldman Sachs Etf Tr S&p 500 Core Pre (GPIX) | 0.2 | $293k | 5.9k | 49.45 |
|
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| Tractor Supply Company (TSCO) | 0.2 | $289k | +400% | 5.5k | 53.06 |
|
| Synopsys (SNPS) | 0.2 | $268k | 553.00 | 485.36 |
|
|
| Autodesk (ADSK) | 0.2 | $263k | -17% | 891.00 | 295.57 |
|
| Planet Fitness Cl A (PLNT) | 0.2 | $261k | -17% | 2.6k | 98.87 |
|
| Jd.com Spon Ads Cl A (JD) | 0.2 | $259k | 7.5k | 34.67 |
|
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| Adobe Systems Incorporated (ADBE) | 0.2 | $250k | 562.00 | 444.68 |
|
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| Pinterest Cl A (PINS) | 0.2 | $248k | 8.5k | 29.00 |
|
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| Chevron Corporation (CVX) | 0.2 | $247k | NEW | 1.7k | 144.84 |
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| Sea Sponsord Ads (SE) | 0.2 | $245k | 2.3k | 106.10 |
|
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| Select Sector Spdr Tr Indl (XLI) | 0.2 | $242k | 1.8k | 131.76 |
|
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $240k | 2.5k | 96.83 |
|
|
| Microstrategy Cl A New (MSTR) | 0.2 | $238k | NEW | 820.00 | 289.62 |
|
| Visa Com Cl A (V) | 0.2 | $233k | NEW | 738.00 | 316.18 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $233k | 4.0k | 58.93 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $226k | NEW | 944.00 | 239.71 |
|
| UnitedHealth (UNH) | 0.2 | $221k | +3% | 436.00 | 505.86 |
|
| Roku Com Cl A (ROKU) | 0.2 | $220k | NEW | 3.0k | 74.34 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $215k | NEW | 1.1k | 197.49 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $209k | +189% | 7.6k | 27.32 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $206k | 710.00 | 289.81 |
|
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.2 | $203k | +188% | 7.8k | 26.07 |
|
| New York Times Cl A (NYT) | 0.2 | $203k | 3.9k | 52.05 |
|
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| Zillow Group Cl C Cap Stk (Z) | 0.2 | $200k | -22% | 2.7k | 74.05 |
|
| Udemy (UDMY) | 0.1 | $164k | 20k | 8.23 |
|
Past Filings by Synergy Financial Group
SEC 13F filings are viewable for Synergy Financial Group going back to 2021
- 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