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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, AAPL, SGOV, and represent 29.50% of Synergy Asset Management's stock portfolio.
Added to shares of these 10 stocks: BIL (+$43M), APH (+$18M), ANAB (+$18M), DLB (+$17M), ASND (+$16M), V (+$15M), MLI (+$15M), IDCC (+$13M), AVGO (+$7.4M), SH (+$5.9M).
Started 84 new stock positions in XLE, VRIG, PSQ, SDIV, TAN, AMCR, USO, OVV, JPLD, BCI.
Reduced shares in these 10 stocks: CFG (-$34M), KO (-$21M), AXS (-$18M), ABBV (-$17M), BROS (-$14M), TDY (-$12M), NVDA (-$11M), MELI (-$11M), MSFT (-$10M), SPY (-$10M).
Sold out of its positions in FDG, ARIS, ANET, BKR, BEAM, CVS, CALX, CCJ, CVX, CFG.
Synergy Asset Management was a net buyer of stock by $12M.
Synergy Asset Management has $942M in assets under management (AUM), dropping by -2.06%.
Central Index Key (CIK): 0001699080

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Portfolio Holdings for Synergy Asset Management

Synergy Asset Management holds 252 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust State Street Spd (BIL)	10.2	$96M	+81%	1.0M	91.64	View chart
Microsoft Corporation (MSFT)	5.7	$53M	-16%	144k	370.17	View chart
NVIDIA Corporation (NVDA)	5.3	$50M	-18%	285k	174.40	View chart
Apple (AAPL)	4.3	$40M	-14%	158k	253.79	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	4.1	$39M	-7%	386k	100.66	View chart
Alphabet Cap Stk Cl A (GOOGL)	3.3	$31M		108k	287.56	View chart
Amazon (AMZN)	3.3	$31M	+2%	150k	208.27	View chart
Broadcom (AVGO)	2.8	$26M	+39%	84k	309.51	View chart
Meta Platforms Cl A (META)	2.6	$25M	-8%	43k	572.13	View chart
Oruka Therapeutics (ORKA)	2.5	$23M	+3%	476k	49.05	View chart
Visa Com Cl A (V)	2.2	$21M	+273%	69k	302.24	View chart
Costco Wholesale Corporation (COST)	2.0	$19M	-2%	19k	996.43	View chart
Amphenol Corp Cl A (APH)	1.9	$18M	NEW	140k	126.35	View chart
Anaptysbio Inc Common (ANAB)	1.9	$18M	NEW	317k	55.46	View chart
Dolby Laboratories Com Cl A (DLB)	1.9	$17M	NEW	290k	60.06	View chart
Ascendis Pharma A/s Sponsored Adr (ASND)	1.7	$16M	NEW	71k	228.73	View chart
Mueller Industries (MLI)	1.6	$15M	+3744%	136k	110.80	View chart
InterDigital (IDCC)	1.4	$13M	NEW	43k	302.00	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.4	$13M	+12%	40k	320.81	View chart
Mcewen Com New (MUX)	1.3	$13M	-16%	610k	20.42	View chart
Tesla Motors (TSLA)	1.2	$11M	-4%	31k	371.75	View chart
Coca-Cola Company (KO)	1.1	$11M	-66%	142k	76.05	View chart
Micron Technology (MU)	0.9	$8.4M	-7%	25k	337.84	View chart
Cisco Systems (CSCO)	0.9	$8.1M	+21%	105k	77.59	View chart
Lam Research Corp Com New (LRCX)	0.9	$8.0M	-3%	38k	213.66	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.8	$7.8M	+131%	131k	59.78	View chart
Spdr Gold Tr Gold Shs (GLD)	0.8	$7.4M	+101%	17k	430.29	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.8	$7.1M	+124%	137k	51.78	View chart
Boston Scientific Corporation (BSX)	0.7	$6.6M	-57%	106k	62.75	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$6.2M	-16%	13k	479.20	View chart
Proshares Tr Short S&p 500 Ne (SH)	0.6	$5.9M	NEW	154k	37.93	View chart
Vici Pptys (VICI)	0.6	$5.8M	+55%	213k	27.32	View chart
JPMorgan Chase & Co. (JPM)	0.6	$5.8M		20k	294.16	View chart
Netflix (NFLX)	0.6	$5.7M	+15%	59k	96.15	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.6	$5.5M	+11%	56k	99.27	View chart
Eaton Corp SHS (ETN)	0.6	$5.5M		15k	357.67	View chart
Ishares Tr Latn Amer 40 Etf (ILF)	0.6	$5.3M	+173%	149k	35.52	View chart
Sanofi Sa Sponsored Adr (SNY)	0.5	$5.2M	NEW	107k	48.18	View chart
Eli Lilly & Co. (LLY)	0.5	$5.2M	+33%	5.6k	919.77	View chart
Wells Fargo & Company (WFC)	0.5	$5.1M		64k	79.61	View chart
Amcor Com New (AMCR)	0.5	$5.1M	NEW	129k	39.75	View chart
AmerisourceBergen (COR)	0.5	$5.0M	-2%	16k	314.14	View chart
Abbvie (ABBV)	0.5	$4.9M	-77%	22k	217.49	View chart
Intuitive Surgical Com New (ISRG)	0.5	$4.5M	+2%	9.8k	460.99	View chart
Verizon Communications (VZ)	0.5	$4.4M		88k	50.20	View chart
Us Bancorp Com New (USB)	0.4	$4.2M	-38%	80k	52.01	View chart
Altria (MO)	0.4	$4.0M	+430%	61k	65.99	View chart
At&t (T)	0.4	$3.8M		131k	28.99	View chart
Smurfit Westrock SHS (SW)	0.4	$3.8M	NEW	95k	39.85	View chart
UGI Corporation (UGI)	0.4	$3.7M		101k	36.42	View chart
Clearway Energy CL C (CWEN)	0.4	$3.5M		90k	39.29	View chart
Duke Energy Corp Com New (DUK)	0.4	$3.5M	-36%	26k	130.94	View chart
Sonoco Products Company (SON)	0.4	$3.4M	-34%	62k	54.09	View chart
Rio Tinto Sponsored Adr (RIO)	0.4	$3.3M	-46%	35k	93.29	View chart
Essential Utils (WTRG)	0.3	$3.3M		81k	40.27	View chart
Black Hills Corporation (BKH)	0.3	$3.2M	NEW	46k	69.41	View chart
Axis Cap Hldgs SHS (AXS)	0.3	$3.2M	-84%	32k	101.41	View chart
Kimberly-Clark Corporation (KMB)	0.3	$3.0M	NEW	31k	96.47	View chart
Medtronic SHS (MDT)	0.3	$3.0M		35k	86.65	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.3	$2.9M	+1028%	34k	86.69	View chart
Invesco Actively Managed Exc Var Rate Invt (VRIG)	0.3	$2.9M	NEW	115k	25.04	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.3	$2.9M	NEW	28k	103.43	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$2.7M	+24%	35k	75.10	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.3	$2.6M	-80%	3.9k	650.34	View chart
United Sts Gasoline Units (UGA)	0.3	$2.5M	NEW	25k	103.34	View chart
Advanced Micro Devices (AMD)	0.3	$2.5M	+354%	13k	203.43	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$2.5M	+11%	39k	64.08	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.2	$2.3M	+15%	47k	50.04	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$2.3M	+17%	5.3k	436.79	View chart
United Sts Oil Units (USO)	0.2	$2.3M	NEW	18k	127.25	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$2.3M	+310%	18k	124.31	View chart
Caterpillar (CAT)	0.2	$2.1M		3.0k	708.46	View chart
Encana Corporation (OVV)	0.2	$2.0M	NEW	34k	59.36	View chart
ConocoPhillips (COP)	0.2	$2.0M	NEW	15k	132.00	View chart
Ishares Tr Europe Etf (IEV)	0.2	$2.0M	NEW	29k	67.94	View chart
Cheniere Energy Com New (LNG)	0.2	$2.0M	NEW	6.9k	283.76	View chart
Ishares Msci Pac Jp Etf (EPP)	0.2	$1.9M	NEW	37k	53.14	View chart
Procter & Gamble Company (PG)	0.2	$1.9M	-2%	13k	144.44	View chart
Bgc Group Cl A (BGC)	0.2	$1.8M	+20%	182k	9.78	View chart
Innoviva (INVA)	0.2	$1.8M	+2%	76k	23.30	View chart
Metropcs Communications (TMUS)	0.2	$1.7M	NEW	8.1k	210.03	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.2	$1.7M	NEW	12k	145.02	View chart
Global X Fds Superdividend (SDIV)	0.2	$1.7M	NEW	67k	25.26	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.2	$1.7M	NEW	98k	17.15	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$1.7M	+61%	22k	77.18	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$1.7M	-20%	2.9k	577.18	View chart
Globe Life (GL)	0.2	$1.7M	+57%	12k	139.17	View chart
Ea Series Trust Alpha Architect (HIDE)	0.2	$1.7M	NEW	69k	24.00	View chart
First Tr Exchange-traded SHS (FDL)	0.2	$1.7M	NEW	33k	50.80	View chart
PG&E Corporation (PCG)	0.2	$1.6M	NEW	93k	17.57	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$1.6M	NEW	52k	30.68	View chart
Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG)	0.2	$1.6M	NEW	14k	109.47	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Util (PUI)	0.2	$1.6M	NEW	33k	47.01	View chart
L3harris Technologies (LHX)	0.2	$1.6M	+36%	4.5k	345.15	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.2	$1.6M	NEW	33k	46.74	View chart
Performance Food (PFGC)	0.2	$1.6M	NEW	18k	85.66	View chart
Encompass Health Corp (EHC)	0.2	$1.6M	NEW	16k	96.73	View chart
Harbor Etf Trust Harbor Commodity (HGER)	0.2	$1.5M	NEW	50k	31.01	View chart
Healthcare Services (HCSG)	0.2	$1.5M	+43%	81k	18.55	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	0.2	$1.5M	-14%	27k	54.72	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$1.5M	+85%	4.4k	337.95	View chart
Qxo Com New (QXO)	0.2	$1.5M	NEW	76k	19.42	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$1.4M	-22%	2.3k	597.55	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)	0.1	$1.4M	-12%	41k	33.62	View chart
Sprott Asset Management Physical Silver (PSLV)	0.1	$1.3M	-13%	54k	24.39	View chart
Bank of America Corporation (BAC)	0.1	$1.3M	+23%	27k	48.75	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.1	$1.2M	+10%	31k	38.26	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	0.1	$1.2M	-17%	23k	50.41	View chart
Johnson & Johnson (JNJ)	0.1	$1.2M	+20%	4.8k	244.44	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$1.1M	NEW	22k	49.81	View chart
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)	0.1	$1.1M	NEW	21k	52.19	View chart
Pepsi (PEP)	0.1	$1.1M		6.9k	155.29	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$1.1M	+22%	5.8k	184.28	View chart
Ge Vernova (GEV)	0.1	$1.0M	+136%	1.2k	872.90	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$1.0M	+3%	11k	91.77	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$1.0M	+31%	19k	54.05	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$987k	+35%	14k	70.91	View chart
Emerson Electric (EMR)	0.1	$966k	NEW	7.4k	131.02	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$943k	+19%	4.4k	215.06	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QSPT)	0.1	$922k	-18%	30k	30.62	View chart
Exxon Mobil Corporation (XOM)	0.1	$833k	-85%	4.9k	169.66	View chart
Proshares Tr Short Qqq (PSQ)	0.1	$807k	NEW	25k	32.19	View chart
Jabil Circuit (JBL)	0.1	$801k	NEW	3.0k	265.63	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$772k	+131%	3.9k	196.20	View chart
Nextera Energy (NEE)	0.1	$769k	+7%	8.3k	92.88	View chart
Kla Corp Com New (KLAC)	0.1	$761k	NEW	517.00	1472.41	View chart
Ishares Msci Gbl Etf New (PICK)	0.1	$737k	+7%	13k	56.59	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$708k	NEW	12k	61.26	View chart
Or Royalties Com Shs (OR)	0.1	$697k	+4%	18k	38.02	View chart
Spdr Series Trust State Street Spd (XME)	0.1	$694k	-75%	6.4k	108.01	View chart
Marathon Petroleum Corp (MPC)	0.1	$687k	NEW	2.8k	244.18	View chart
Ishares Tr Us Telecom Etf (IYZ)	0.1	$683k	+187%	17k	39.32	View chart
Automatic Data Processing (ADP)	0.1	$680k	+24%	3.3k	203.18	View chart
Palantir Technologies Cl A (PLTR)	0.1	$676k	-48%	4.6k	146.28	View chart
First Tr Exchange-traded Ssi Strg Etf (FCVT)	0.1	$658k	+41%	15k	44.18	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$652k	+32%	2.3k	286.86	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$647k	+34%	13k	49.95	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)	0.1	$638k		20k	31.46	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$635k	+43%	13k	48.05	View chart
Ge Aerospace Com New (GE)	0.1	$621k	-7%	2.2k	283.77	View chart
First Tr Exchng Traded Fd Vi Vest Laddered Sm (BUFS)	0.1	$602k	-14%	26k	23.06	View chart
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)	0.1	$600k	+24%	6.9k	86.93	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$562k	+126%	5.3k	106.15	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.1	$557k		16k	35.44	View chart
Merck & Co (MRK)	0.1	$554k	+6%	4.6k	120.29	View chart
Wheaton Precious Metals Corp (WPM)	0.1	$550k		4.2k	131.01	View chart
Allison Transmission Hldngs I (ALSN)	0.1	$548k	NEW	4.7k	117.06	View chart
Ameriprise Financial (AMP)	0.1	$537k	NEW	1.2k	444.40	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$530k	-78%	3.7k	142.19	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	0.1	$525k	-78%	4.9k	107.39	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$522k	-2%	5.7k	92.28	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$519k	-8%	2.1k	248.84	View chart
Talen Energy Corp (TLN)	0.1	$518k	NEW	1.6k	319.23	View chart
Global X Fds Global X Copper (COPX)	0.1	$506k	-24%	6.6k	76.35	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.1	$500k	NEW	11k	46.40	View chart
First Tr Exchange-traded Dj Glbl Divid (FGD)	0.1	$477k	+18%	15k	31.93	View chart
Spdr Series Trust State Street Spd (SPHY)	0.0	$459k	+11%	20k	23.32	View chart
Eversource Energy (ES)	0.0	$457k	+15%	6.6k	69.28	View chart
First Tr Exchng Traded Fd Vi Vest Nasdaq 100 (QMMY)	0.0	$453k		18k	24.83	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$453k	+67%	2.5k	181.42	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$449k	+89%	2.1k	217.25	View chart
Dbx Etf Tr Xtrackers High (HYUP)	0.0	$448k	+20%	11k	41.54	View chart
Ishares Euro High Yield (EUHY)	0.0	$448k	+24%	8.5k	52.46	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.0	$445k		4.0k	112.11	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$445k	+32%	6.4k	69.75	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$439k	+113%	4.8k	90.53	View chart
Bondbloxx Etf Trust Ccc Rt Usd Hi Yl (XCCC)	0.0	$438k	+21%	12k	36.40	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.0	$429k	+41%	21k	20.41	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.0	$424k	-70%	8.8k	47.88	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$420k	+54%	14k	30.32	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.0	$420k		6.3k	67.12	View chart
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)	0.0	$419k	+45%	4.9k	85.61	View chart
F5 Networks (FFIV)	0.0	$400k		1.4k	289.33	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$394k	NEW	7.5k	52.64	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$389k	NEW	1.0k	383.40	View chart
Sabra Health Care REIT (SBRA)	0.0	$384k	+14%	20k	19.23	View chart
Netstreit Corp (NTST)	0.0	$382k	+20%	20k	18.83	View chart
Strategy Cl A New (MSTR)	0.0	$382k	+21%	3.1k	124.80	View chart
Iamgold Corp (IAG)	0.0	$380k	+6%	20k	18.82	View chart
Ishares Tr Ibonds 1-5 Yr Tr (LDRT)	0.0	$377k	NEW	15k	25.25	View chart
Spdr Series Trust State Street Spd (SPYM)	0.0	$375k	-33%	4.9k	76.54	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$368k	+47%	9.6k	38.42	View chart
Progressive Corporation (PGR)	0.0	$367k		1.9k	198.24	View chart
Sila Realty Trust Common Stock (SILA)	0.0	$366k	+19%	16k	23.68	View chart
First Tr Exchng Traded Fd Vi Vest Nasdaq-100 (QMAG)	0.0	$364k	-21%	16k	23.15	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$361k	NEW	273.00	1320.83	View chart
B2gold Corp (BTG)	0.0	$353k	NEW	78k	4.53	View chart
Advisorshares Tr Ranger Equity Be (HDGE)	0.0	$352k	NEW	20k	17.95	View chart
LXP Industrial Trust (LXP)	0.0	$351k	+21%	7.6k	46.26	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.0	$351k		6.4k	54.55	View chart
Spdr Series Trust State Street Spd (XOP)	0.0	$349k	NEW	1.9k	181.83	View chart
Coeur Mng Com New (CDE)	0.0	$345k	NEW	18k	18.77	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.0	$345k	+59%	3.0k	116.11	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$342k	-13%	4.1k	82.57	View chart
Starbucks Corporation (SBUX)	0.0	$337k		3.8k	89.59	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.0	$333k	+2%	2.7k	125.13	View chart
Boeing Company (BA)	0.0	$331k	+3%	1.7k	199.03	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)	0.0	$330k	-5%	7.9k	41.91	View chart
Palo Alto Networks (PANW)	0.0	$328k	NEW	2.0k	160.32	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)	0.0	$325k	-2%	8.5k	38.11	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.0	$321k	-4%	492.00	653.21	View chart
Teck Resources CL B (TECK)	0.0	$321k		6.2k	51.75	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.0	$319k		8.2k	38.86	View chart
Ishares Ethereum Tr SHS (ETHA)	0.0	$318k	NEW	20k	15.83	View chart
Paccar (PCAR)	0.0	$315k	+4%	2.7k	115.50	View chart
Applied Materials (AMAT)	0.0	$314k	NEW	919.00	341.79	View chart
Mp Materials Corp Com Cl A (MP)	0.0	$312k	NEW	6.5k	48.26	View chart
Spdr Series Trust State Street Spd (FLRN)	0.0	$308k		10k	30.78	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.0	$307k		2.8k	111.18	View chart
Proshares Tr Pshs Ultsh 20yrs (TBT)	0.0	$301k	NEW	8.6k	35.14	View chart
3M Company (MMM)	0.0	$293k		2.0k	145.23	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.0	$287k		3.1k	92.67	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.0	$274k	NEW	5.4k	50.62	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$273k	NEW	3.3k	82.75	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$268k	+33%	3.6k	73.64	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$268k	-91%	3.6k	74.35	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.0	$267k	NEW	5.3k	49.97	View chart
Invesco Db Commdy Indx Trck Unit (DBC)	0.0	$267k	NEW	9.2k	28.95	View chart
Qualcomm (QCOM)	0.0	$264k	+16%	2.0k	128.78	View chart
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN)	0.0	$261k	NEW	4.7k	55.71	View chart
Abrdn Etfs Bbrg All Comd K1 (BCI)	0.0	$248k	NEW	10k	24.29	View chart
Diamondback Energy (FANG)	0.0	$240k	NEW	1.2k	197.79	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$237k		921.00	257.35	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.0	$231k	NEW	4.7k	49.37	View chart
Occidental Petroleum Corporation (OXY)	0.0	$231k	NEW	3.6k	65.00	View chart
Vaneck Bitcoin Etf Sh Ben Int (HODL)	0.0	$230k		12k	19.16	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$229k		1.6k	145.74	View chart
Iperionx Sponsored Ads (IPX)	0.0	$228k	NEW	8.8k	26.04	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$227k		1.6k	144.71	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.0	$224k	NEW	2.0k	110.39	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.0	$224k	NEW	2.0k	110.47	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$223k	-77%	3.3k	68.14	View chart
Yum! Brands (YUM)	0.0	$219k		1.4k	155.48	View chart
Strategy Series A Perp Pf (STRK)	0.0	$218k	NEW	3.1k	70.70	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$215k		685.00	313.81	View chart
Circle Internet Group Com Cl A (CRCL)	0.0	$211k	NEW	2.2k	95.41	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$208k	-21%	565.00	367.44	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.0	$207k	NEW	1.3k	161.73	View chart
Terawulf (WULF)	0.0	$207k	NEW	14k	14.43	View chart
Etoro Group Shs Cl A (ETOR)	0.0	$205k	NEW	6.8k	30.03	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$203k	NEW	2.1k	97.13	View chart
Cloudflare Cl A Com (NET)	0.0	$203k	NEW	983.00	206.34	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	0.0	$201k	-3%	5.7k	35.32	View chart
Cipher Mining (CIFR)	0.0	$200k	NEW	16k	12.87	View chart
Cleanspark Com New (CLSK)	0.0	$200k	+86%	23k	8.51	View chart
Core Scientific (CORZ)	0.0	$193k	NEW	13k	14.96	View chart
Tidal Trust Iii Vistashares Trgt (QUSA)	0.0	$172k	NEW	10k	17.17	View chart
Tidal Trust Ii Yieldmax Magnifi (YMAG)	0.0	$154k	+26%	13k	11.95	View chart
Bitwise Solana Staking Etf Com Shs Of Benef (BSOL)	0.0	$142k	NEW	13k	11.05	View chart
Webull Corp Ord Shs (BULL)	0.0	$139k	NEW	29k	4.80	View chart
Datavault Ai Com Shs (DVLT)	0.0	$81k	+151%	131k	0.62	View chart
Microvision Inc Del Com New (MVIS)	0.0	$25k		39k	0.64	View chart

Past Filings by Synergy Asset Management

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

Synergy Asset Management 2026 Q1 filed May 13, 2026
Synergy Asset Management 2025 Q4 filed Jan. 13, 2026
Synergy Asset Management 2025 Q3 filed Oct. 21, 2025
Synergy Asset Management 2025 Q2 filed July 21, 2025
Synergy Asset Management 2025 Q1 filed April 22, 2025
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

View all past filings

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