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Synergy Financial Management

Latest statistics and disclosures from Synergy Asset Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are BIL, MSFT, NVDA, SGOV, AAPL, and represent 35.63% of Synergy Asset Management's stock portfolio.
Added to shares of these 10 stocks: BIL (+$85M), MSFT (+$59M), NVDA (+$41M), SGOV (+$39M), KO (+$31M), TSLA (+$24M), META (+$21M), COR (+$16M), SLB (+$14M), GILD (+$14M).
Started 737 new stock positions in ORLY, VONV, EARN, RIVN, USDU, HEDJ, RDVY, CVS, X, RIGL.
Reduced shares in these 8 stocks: BAC (-$11M), CHE (-$9.3M), BA, T, ABT, CLSK, MO, MMM.
Synergy Asset Management was a net buyer of stock by $623M.
Synergy Asset Management has $1.3B in assets under management (AUM), dropping by 97.01%.
Central Index Key (CIK): 0001699080

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Portfolio Holdings for Synergy Asset Management

Synergy Asset Management holds 877 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Synergy Asset Management has 877 total positions. Only the first 250 positions are shown.

Sign up to view all of the Synergy Asset Management Dec. 31, 2024 positions
Download the Synergy Asset Management December 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	11.6	$151M	+130%	1.6M	91.45	View chart
Microsoft Corporation (MSFT)	8.5	$110M	+115%	263k	418.58	View chart
NVIDIA Corporation (NVDA)	6.1	$79M	+110%	569k	138.31	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	6.0	$77M	+104%	769k	100.34	View chart
Apple (AAPL)	3.5	$45M	+7%	183k	243.85	View chart
Meta Platforms Cl A (META)	3.1	$40M	+113%	66k	599.24	View chart
Amazon (AMZN)	2.7	$35M	+16%	157k	220.22	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.6	$34M	+23%	180k	189.43	View chart
Tesla Motors (TSLA)	2.5	$32M	+294%	84k	379.28	View chart
Coca-Cola Company (KO)	2.4	$32M	+9502%	511k	61.84	View chart
Visa Com Cl A (V)	2.1	$27M	+8%	86k	314.40	View chart
Schlumberger Com Stk (SLB)	2.0	$26M	+121%	683k	38.40	View chart
Corcept Therapeutics Incorporated (CORT)	1.8	$23M	+131%	462k	49.97	View chart
Pdd Holdings Sponsored Ads (PDD)	1.5	$20M	+138%	206k	96.89	View chart
Merck & Co (MRK)	1.5	$20M	+28%	197k	99.17	View chart
Medtronic SHS (MDT)	1.4	$18M	+107%	228k	80.22	View chart
Gilead Sciences (GILD)	1.4	$18M	+391%	192k	91.88	View chart
Honeywell International (HON)	1.3	$17M	+93%	75k	225.52	View chart
AmerisourceBergen (COR)	1.2	$16M	NEW	70k	224.74	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.2	$15M	+122%	52k	289.26	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	1.1	$15M	+76%	247k	59.80	View chart
Eaton Corp SHS (ETN)	1.1	$14M	+76%	42k	331.96	View chart
Parsons Corporation (PSN)	1.0	$13M	NEW	139k	90.51	View chart
Leidos Holdings (LDOS)	0.9	$12M	NEW	84k	143.30	View chart
S&p Global (SPGI)	0.9	$12M	+110%	24k	495.50	View chart
Agilysys (AGYS)	0.9	$11M	+19%	86k	129.61	View chart
Comcast Corp Cl A (CMCSA)	0.9	$11M	+109%	298k	37.42	View chart
Peapack-Gladstone Financial (PGC)	0.8	$11M	+7%	349k	31.17	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$11M	+55%	24k	451.10	View chart
Mastercard Incorporated Cl A (MA)	0.8	$10M	+101%	19k	522.40	View chart
Enterprise Products Partners (EPD)	0.7	$9.0M	+117%	285k	31.75	View chart
Lam Research Corporation	0.7	$8.5M		11k	816.08	View chart
Ge Aerospace Com New (GE)	0.6	$8.1M	+109%	48k	168.59	View chart
UnitedHealth (UNH)	0.6	$8.1M	+106%	16k	504.51	View chart
Chevron Corporation (CVX)	0.6	$7.9M	+10%	54k	146.71	View chart
Realty Income (O)	0.6	$7.9M	+130%	149k	52.60	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.6	$7.1M	+111%	74k	96.91	View chart
Costco Wholesale Corporation (COST)	0.5	$6.8M	+117%	7.4k	909.81	View chart
Abbott Laboratories (ABT)	0.5	$6.3M	-2%	55k	113.44	View chart
First Tr Exchng Traded Fd Vi Vest Nasdaq-100 (QMAG)	0.5	$6.1M	NEW	294k	20.86	View chart
Microstrategy Cl A New (MSTR)	0.4	$5.8M	+117%	19k	300.01	View chart
Ishares Tr Msci Usa Quality (GARP)	0.4	$5.8M	+64%	103k	56.10	View chart
National Fuel Gas (NFG)	0.4	$5.7M	+86%	93k	61.36	View chart
Eli Lilly & Co. (LLY)	0.4	$5.5M	+118%	7.0k	778.07	View chart
Cisco Systems (CSCO)	0.4	$5.4M		92k	59.10	View chart
Analog Devices (ADI)	0.4	$5.4M	+11%	26k	211.35	View chart
Essential Utils (WTRG)	0.4	$5.3M	+92%	148k	36.04	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)	0.4	$5.2M	+96%	148k	35.25	View chart
Proshares Tr Hgh Yld Int Rate (HYHG)	0.4	$5.0M	NEW	77k	65.18	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.4	$5.0M	NEW	53k	93.86	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.4	$5.0M	NEW	264k	18.73	View chart
Portland Gen Elec Com New (POR)	0.4	$4.9M	+260%	115k	43.21	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.4	$4.9M	NEW	63k	78.00	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$4.9M	+97%	8.3k	584.64	View chart
Broadcom (AVGO)	0.4	$4.6M		20k	231.98	View chart
Verizon Communications (VZ)	0.3	$4.2M	+118%	106k	40.21	View chart
Ssga Active Etf Tr Incom Allo Etf (INKM)	0.3	$4.0M		123k	32.78	View chart
Etfis Ser Tr I Virtus Infrcap (PFFA)	0.3	$4.0M		176k	22.83	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.3	$4.0M		323k	12.35	View chart
Renaissance Cap Greenwich Ipo Etf (IPO)	0.3	$3.9M	+144%	87k	44.46	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.3	$3.8M		106k	36.13	View chart
Kla Corp Com New (KLAC)	0.3	$3.7M	NEW	5.7k	636.62	View chart
Lockheed Martin Corporation (LMT)	0.3	$3.5M	NEW	7.2k	482.25	View chart
Spdr Ser Tr S&p Homebuild (XHB)	0.3	$3.5M		28k	124.56	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$3.5M	+106%	8.5k	409.64	View chart
Ishares Ethereum Tr SHS (ETHA)	0.3	$3.4M	NEW	131k	26.20	View chart
Ishares Msci Gbl Gold Mn (RING)	0.3	$3.4M		103k	33.01	View chart
Etfis Ser Tr I Virtus Reaves Ut (UTES)	0.3	$3.3M		51k	63.96	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.3	$3.3M	+114%	65k	49.96	View chart
Sonoco Products Company (SON)	0.2	$3.2M	+8%	67k	48.01	View chart
Fox Corp Cl B Com (FOX)	0.2	$2.8M	+73%	61k	46.24	View chart
Adobe Systems Incorporated (ADBE)	0.2	$2.7M	+14%	6.2k	441.00	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$2.7M	+123%	48k	57.20	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$2.7M	NEW	11k	245.42	View chart
Target Corporation (TGT)	0.2	$2.6M	NEW	19k	137.19	View chart
Flexshares Tr Stox Us Esg Slct (ESG)	0.2	$2.4M	+1020%	17k	137.26	View chart
American Centy Etf Tr Focused Dynamic (FDG)	0.2	$2.4M	NEW	23k	103.73	View chart
Honda Motor Adr Ech Cnv In 3 (HMC)	0.2	$2.2M		70k	31.73	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$2.2M	NEW	7.6k	288.07	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.2	$2.1M	+198%	24k	91.06	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.2	$2.1M		17k	127.25	View chart
Select Sector Spdr Tr Communication (XLC)	0.2	$2.0M		22k	90.40	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	0.1	$1.9M	NEW	16k	119.68	View chart
M&T Bank Corporation (MTB)	0.1	$1.9M	+11%	10k	188.72	View chart
Ishares Tr Us Industrials (IYJ)	0.1	$1.9M		14k	133.67	View chart
First Tr Multi Cap Growth Al Com Shs (FAD)	0.1	$1.9M		14k	133.60	View chart
Ark Etf Tr Fintech Innova (ARKF)	0.1	$1.9M	NEW	50k	37.45	View chart
Johnson & Johnson (JNJ)	0.1	$1.8M	+116%	13k	144.02	View chart
RBB Motley Fol Etf (TMFC)	0.1	$1.8M	NEW	31k	59.70	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$1.8M	NEW	18k	103.14	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$1.7M	NEW	7.9k	221.40	View chart
Federated Hermes CL B (FHI)	0.1	$1.7M		47k	36.77	View chart
Graphic Packaging Holding Company (GPK)	0.1	$1.7M	+108%	64k	26.78	View chart
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS)	0.1	$1.7M		18k	92.87	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$1.6M	+382%	22k	74.76	View chart
Abbvie (ABBV)	0.1	$1.6M	NEW	8.8k	179.44	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.1	$1.6M		19k	80.30	View chart
First Tr Exchange-traded Dorseywright Mom (DDIV)	0.1	$1.5M		42k	36.77	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.1	$1.5M	+119%	53k	28.88	View chart
Virtus Etf Tr Ii Virtus Us Qlty (JOET)	0.1	$1.5M		41k	36.78	View chart
Intercontinental Exchange (ICE)	0.1	$1.5M	+331%	10k	149.34	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$1.4M	+102%	7.3k	194.89	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$1.4M	NEW	12k	114.97	View chart
Wells Fargo & Company (WFC)	0.1	$1.4M		25k	56.49	View chart
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)	0.1	$1.3M	+42%	26k	51.52	View chart
Ssga Active Tr Spdr Dbleln Shrt (STOT)	0.1	$1.2M	+39%	27k	46.84	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$1.2M		17k	73.67	View chart
JPMorgan Chase & Co. (JPM)	0.1	$1.2M	+31%	5.0k	240.00	View chart
Exxon Mobil Corporation (XOM)	0.1	$1.2M	+82%	11k	107.31	View chart
Hca Holdings (HCA)	0.1	$1.2M	NEW	3.9k	297.75	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$1.2M	+100%	12k	95.55	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$1.1M	+100%	7.1k	161.22	View chart
Fiserv (FI)	0.1	$1.1M		6.3k	179.65	View chart
Procter & Gamble Company (PG)	0.1	$1.1M	+107%	6.4k	165.98	View chart
Prologis (PLD)	0.1	$1.1M	NEW	10k	104.26	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$1.0M	+62%	9.7k	108.14	View chart
Bank of America Corporation (BAC)	0.1	$1.0M	-91%	24k	44.29	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$1.0M	NEW	9.6k	106.71	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$1.0M	+81%	20k	49.81	View chart
Neurocrine Biosciences (NBIX)	0.1	$996k	NEW	7.2k	137.86	View chart
Caterpillar (CAT)	0.1	$988k	NEW	2.7k	359.77	View chart
Micron Technology (MU)	0.1	$947k	NEW	11k	87.33	View chart
PG&E Corporation (PCG)	0.1	$946k	NEW	47k	20.01	View chart
Constellation Brands Cl A (STZ)	0.1	$922k		3.6k	257.69	View chart
Lam Research Corp Com New (LRCX)	0.1	$865k	NEW	12k	72.44	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.1	$856k	+159%	10k	85.02	View chart
Progressive Corporation (PGR)	0.1	$852k	+100%	3.5k	240.65	View chart
Nextera Energy (NEE)	0.1	$817k	+98%	11k	71.61	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.1	$805k	+92%	33k	24.25	View chart
Automatic Data Processing (ADP)	0.1	$779k		2.7k	289.65	View chart
Chemed Corp Com Stk (CHE)	0.1	$772k	-92%	1.5k	527.96	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$767k	NEW	15k	50.33	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.1	$747k	+100%	13k	59.69	View chart
Wal-Mart Stores (WMT)	0.1	$710k	NEW	7.9k	90.00	View chart
McDonald's Corporation (MCD)	0.1	$700k		2.3k	304.51	View chart
Teck Resources CL B (TECK)	0.1	$691k	+77%	17k	40.92	View chart
Vaneck Bitcoin Etf Sh Ben Int (HODL)	0.1	$662k	+100%	6.0k	110.22	View chart
Franklin Etf Tr Shrt Dur Us Govt (FTSD)	0.0	$639k	NEW	7.1k	90.23	View chart
Cigna Corp (CI)	0.0	$635k		1.8k	346.44	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.0	$634k	+100%	8.2k	77.21	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$629k	NEW	20k	31.82	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$628k		1.1k	569.66	View chart
Altria (MO)	0.0	$621k	-3%	12k	52.51	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.0	$614k	+152%	13k	46.23	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.0	$600k	+100%	5.2k	115.05	View chart
Paccar (PCAR)	0.0	$589k	+106%	5.7k	103.42	View chart
First Tr Exch Traded Fd Iii Eme Mrk Bd Etf (FEMB)	0.0	$588k	+133%	22k	26.21	View chart
Starbucks Corporation (SBUX)	0.0	$587k	+181%	6.4k	92.17	View chart
First Tr Exchng Traded Fd Vi Vest Nasdaq 100 (QMMY)	0.0	$585k	NEW	27k	21.62	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.0	$568k	+100%	16k	34.56	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$567k	+100%	2.2k	254.79	View chart
F5 Networks (FFIV)	0.0	$560k	+100%	2.2k	251.75	View chart
Ishares Msci Gbl Etf New (PICK)	0.0	$543k	+96%	15k	35.15	View chart
Vanguard Wellington Us Quality (VFQY)	0.0	$536k	+99%	3.8k	140.63	View chart
Palantir Technologies Cl A (PLTR)	0.0	$519k	NEW	6.9k	75.19	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)	0.0	$498k	NEW	17k	29.75	View chart
Spdr Ser Tr S&p Metals Mng (XME)	0.0	$487k	+109%	8.5k	57.63	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$463k	NEW	907.00	510.23	View chart
Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD)	0.0	$437k	NEW	12k	37.24	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$426k	+100%	3.1k	135.58	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$401k	NEW	1.4k	288.80	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$397k	NEW	8.1k	49.09	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$394k	NEW	4.8k	81.96	View chart
salesforce (CRM)	0.0	$390k	NEW	1.2k	330.66	View chart
Texas Instruments Incorporated (TXN)	0.0	$388k	NEW	2.1k	186.95	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.0	$378k		10k	37.94	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$378k	NEW	3.3k	115.54	View chart
Belpointe Prep Unit Rp Ltd Lb A (OZ)	0.0	$368k		5.2k	70.50	View chart
At&t (T)	0.0	$368k	-85%	16k	22.83	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.0	$347k	NEW	5.5k	63.64	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)	0.0	$342k	NEW	12k	28.06	View chart
J P Morgan Exchange Traded F Realty Income Et (JPRE)	0.0	$311k	NEW	6.7k	46.78	View chart
Northern Lts Fd Tr Iv Inspire Momentum (GLRY)	0.0	$299k		9.5k	31.44	View chart
Advanced Micro Devices (AMD)	0.0	$289k	+6%	2.4k	120.63	View chart
Boeing Company (BA)	0.0	$288k	-93%	1.7k	171.87	View chart
Iamgold Corp (IAG)	0.0	$282k	+117%	51k	5.58	View chart
PPG Industries (PPG)	0.0	$274k	NEW	2.4k	115.42	View chart
Fortinet (FTNT)	0.0	$269k	NEW	2.8k	94.75	View chart
Sprott Physical Silver Tr Tr Unit (PSLV)	0.0	$267k	+106%	27k	9.86	View chart
3M Company (MMM)	0.0	$263k	-3%	2.0k	129.70	View chart
Novartis Sponsored Adr (NVS)	0.0	$261k	NEW	2.7k	97.14	View chart
Albertsons Cos Common Stock (ACI)	0.0	$248k	NEW	13k	19.66	View chart
Bristol Myers Squibb (BMY)	0.0	$246k	NEW	4.3k	56.79	View chart
Timothy Plan U S Sm Cp Core (TPSC)	0.0	$236k	NEW	6.1k	38.90	View chart
Nushares Etf Tr Nuveen Esg Midvl (NUMV)	0.0	$233k	NEW	6.7k	34.66	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$231k		2.7k	84.17	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$230k	NEW	1.2k	190.63	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$213k	NEW	2.5k	84.95	View chart
Lowe's Companies (LOW)	0.0	$212k		782.00	270.85	View chart
Flexshares Tr Stox Gbl Esg Slt (ESGG)	0.0	$208k		1.2k	172.52	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)	0.0	$205k	NEW	7.5k	27.49	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ)	0.0	$205k		4.7k	43.29	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.0	$203k		3.3k	61.51	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.0	$202k		1.7k	120.35	View chart
American Centy Etf Tr Quality Divrsfed (QINT)	0.0	$201k	NEW	4.2k	47.76	View chart
Ishares Jp Mrgn Em Hi Bd (EMHY)	0.0	$198k	NEW	5.1k	39.02	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$193k	NEW	6.8k	28.41	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$184k	NEW	1.9k	98.10	View chart
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)	0.0	$184k	NEW	3.5k	51.80	View chart
Spdr Ser Tr Bloomberg Intl T (BWX)	0.0	$182k	NEW	7.8k	23.36	View chart
Spdr Ser Tr Bloomberg Intl (IBND)	0.0	$181k	NEW	5.9k	30.60	View chart
Pepsi (PEP)	0.0	$179k	NEW	1.0k	170.12	View chart
First Tr Exchange-traded Ssi Strg Etf (FCVT)	0.0	$169k	NEW	4.7k	35.70	View chart
MercadoLibre (MELI)	0.0	$164k	NEW	80.00	2051.96	View chart
United Sts Commodity Index F Cm Rep Copp Fd (CPER)	0.0	$161k	NEW	5.7k	28.35	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.0	$158k	NEW	2.4k	66.19	View chart
Philip Morris International (PM)	0.0	$157k	NEW	1.3k	121.40	View chart
Matterport Com Cl A (MTTR)	0.0	$156k	+100%	32k	4.88	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$151k	NEW	1.7k	87.80	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.0	$148k	NEW	2.5k	59.21	View chart
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)	0.0	$143k	NEW	2.3k	63.05	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.0	$142k	NEW	3.4k	42.02	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.0	$138k	NEW	1.1k	127.10	View chart
Gatos Silver (GATO)	0.0	$138k	NEW	9.1k	15.08	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$138k	NEW	685.00	200.78	View chart
RBB Us Treas 3 Mnth (TBIL)	0.0	$136k	NEW	2.7k	50.04	View chart
Hecla Mining Company (HL)	0.0	$135k		20k	6.67	View chart
Cleanspark Com New (CLSK)	0.0	$133k	-22%	14k	9.45	View chart
Ero Copper Corp (ERO)	0.0	$129k	NEW	5.8k	22.27	View chart
ResMed (RMD)	0.0	$129k	NEW	529.00	244.30	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.0	$129k	NEW	3.2k	39.82	View chart
Energy Fuels Com New (UUUU)	0.0	$128k	NEW	22k	5.68	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$124k	NEW	235.00	527.46	View chart
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)	0.0	$122k	NEW	1.4k	86.24	View chart
Northwest Pipe Company (NWPX)	0.0	$121k	NEW	2.7k	45.13	View chart
Ge Vernova (GEV)	0.0	$114k	NEW	447.00	254.98	View chart
Pimco Dynamic Income SHS (PDI)	0.0	$112k	NEW	5.5k	20.27	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$109k	NEW	1.1k	97.44	View chart
Wisdomtree Tr Emgring Mkts (EMMF)	0.0	$108k	NEW	3.8k	28.41	View chart
Intel Corporation (INTC)	0.0	$108k	NEW	4.6k	23.46	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.0	$108k	NEW	3.7k	29.41	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$99k	NEW	929.00	106.76	View chart
Global X Fds S&p 500 Catholic (CATH)	0.0	$99k	NEW	1.4k	69.39	View chart
Sprott Physical Gold Tr Unit (PHYS)	0.0	$96k	NEW	4.7k	20.38	View chart
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)	0.0	$96k	NEW	3.0k	32.30	View chart
Metropcs Communications (TMUS)	0.0	$93k	NEW	448.00	206.43	View chart
Goldman Sachs (GS)	0.0	$90k	NEW	182.00	495.11	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.0	$89k	NEW	930.00	95.94	View chart
Paramount Global Class B Com (PARA)	0.0	$88k	NEW	8.3k	10.62	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$88k	NEW	397.00	220.89	View chart
First Tr Exchange-traded Vest Gold Strtgy (BGLD)	0.0	$87k	NEW	3.9k	22.56	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$85k	NEW	1.1k	76.70	View chart
Thermo Fisher Scientific (TMO)	0.0	$83k	NEW	134.00	618.57	View chart
First Tr Exch Traded Fd Iii Horizon Mngd Etf (HDMV)	0.0	$81k	NEW	2.6k	31.53	View chart
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY)	0.0	$81k	NEW	3.8k	21.50	View chart
Ishares S&p Gsci Commodity- Unit Ben Int (GSG)	0.0	$80k	NEW	3.8k	21.00	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.0	$77k	NEW	2.2k	35.42	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$76k	NEW	236.00	321.53	View chart
Etfis Ser Tr I Virtus Pvt Cr (VPC)	0.0	$76k	NEW	3.4k	22.35	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.0	$73k	NEW	1.7k	42.77	View chart

Past Filings by Synergy Asset Management

SEC 13F filings are viewable for Synergy Asset Management going back to 2020

Synergy Asset Management 2024 Q4 filed Jan. 23, 2025
Synergy Asset Management 2024 Q3 filed Oct. 15, 2024
Synergy Asset Management 2024 Q2 filed Aug. 5, 2024
Synergy Asset Management 2024 Q1 filed April 18, 2024
Synergy Asset Management 2023 Q4 filed Jan. 19, 2024
Synergy Asset Management 2023 Q3 filed Nov. 14, 2023
Synergy Asset Management 2023 Q2 filed Aug. 2, 2023
Synergy Asset Management 2023 Q1 filed May 15, 2023
Synergy Asset Management 2022 Q4 filed Feb. 10, 2023
Synergy Asset Management 2022 Q3 filed Nov. 9, 2022
Synergy Asset Management 2022 Q2 filed Aug. 8, 2022
Synergy Asset Management 2022 Q1 filed May 5, 2022
Synergy Asset Management 2021 Q4 filed Feb. 4, 2022
Synergy Asset Management 2021 Q3 filed Nov. 10, 2021
Synergy Financial Management 2021 Q2 filed Aug. 12, 2021
Synergy Financial Management 2021 Q1 filed May 17, 2021

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