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Synergy Investment Management

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

Top 5 stock holdings are VOO, IVV, VUG, DYNF, SPYV, and represent 28.34% of Synergy Investment Management's stock portfolio.
Added to shares of these 10 stocks: IVV (+$6.2M), IAGG, TRFK, GOVT, SECT, SHLD, PZA, NLR, SPYG, BAI.
Started 782 new stock positions in SWKS, NVO, DNOW, DG, DVN, FIS, SCHH, QUAL, SCHA, STAG.
Reduced shares in these 10 stocks: OEF (-$7.8M), EFV, UCON, VUG, IAU, IEMG, BINC, FMHI, DYNF, VOO.
Sold out of its position in XAR.
Synergy Investment Management was a net buyer of stock by $32M.
Synergy Investment Management has $306M in assets under management (AUM), dropping by 8.22%.
Central Index Key (CIK): 0002053786

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Portfolio Holdings for Synergy Investment Management

Synergy Investment Management holds 911 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Synergy Investment Management has 911 total positions. Only the first 250 positions are shown.

Sign up to view all of the Synergy Investment Management March 31, 2026 positions
Download the Synergy Investment Management March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard S&p MF Closed and MF Open (VOO)	7.4	$23M	-3%	38k	597.55	View chart
Ishares Core MF Closed and MF Open (IVV)	7.4	$23M	+37%	35k	653.21	View chart
Vanguard Growth MF Closed and MF Open (VUG)	5.2	$16M	-12%	36k	436.80	View chart
Ishares U S MF Closed and MF Open (DYNF)	4.2	$13M	-6%	221k	58.18	View chart
State Street MF Closed and MF Open (SPYV)	4.1	$13M	-2%	224k	56.58	View chart
State Street MF Closed and MF Open (SPYG)	4.0	$12M	+8%	126k	97.91	View chart
State Street MF Closed and MF Open (SPTI)	3.0	$9.2M	+8%	322k	28.66	View chart
Ishares Core MF Closed and MF Open (IEMG)	2.9	$8.8M	-15%	127k	69.75	View chart
Invesco S&p MF Closed and MF Open (SPHQ)	2.6	$7.9M	+8%	105k	75.19	View chart
Capital Group MF Closed and MF Open (CGDV)	2.1	$6.5M		152k	42.54	View chart
Ishares A I MF Closed and MF Open (BAI)	2.1	$6.3M	+17%	192k	32.95	View chart
State Street MF Closed and MF Open (SPTS)	1.7	$5.2M	+6%	178k	29.18	View chart
Invesco S&p MF Closed and MF Open (SPMO)	1.7	$5.1M	+15%	45k	112.11	View chart
Global X MF Closed and MF Open (AUSF)	1.5	$4.7M	+10%	97k	48.35	View chart
First Trust MF Closed and MF Open (UCON)	1.5	$4.6M	-33%	188k	24.77	View chart
Ishares U S MF Closed and MF Open (THRO)	1.5	$4.6M	+16%	128k	36.22	View chart
First Trust MF Closed and MF Open (FAD)	1.5	$4.5M	+7%	29k	158.92	View chart
Global X MF Closed and MF Open (SHLD)	1.5	$4.5M	+91%	63k	70.84	View chart
Ishares Core MF Closed and MF Open (IAGG)	1.4	$4.4M	+679%	87k	50.04	View chart
First Trust MF Closed and MF Open (FPEI)	1.3	$4.0M	+5%	208k	19.00	View chart
State Street MF Closed and MF Open (SPYM)	1.3	$3.9M		50k	76.54	View chart
Ishares Flexible MF Closed and MF Open (BINC)	1.2	$3.8M	-25%	74k	51.93	View chart
Pacer Data MF Closed and MF Open (TRFK)	1.1	$3.5M	+1414%	56k	62.24	View chart
Invesco Rafi MF Closed and MF Open (IUS)	1.1	$3.4M	+25%	59k	57.91	View chart
Invesco National MF Closed and MF Open (PZA)	1.1	$3.3M	+145%	144k	22.98	View chart
Ishares Gold Common Stock (IAU)	1.1	$3.3M	-40%	38k	88.16	View chart
Vanguard Total MF Closed and MF Open (VTI)	1.0	$3.1M		9.8k	320.80	View chart
Capital Group MF Closed and MF Open (CGGR)	1.0	$3.0M		74k	40.19	View chart
Capital Group MF Closed and MF Open (CGMS)	1.0	$2.9M	+3%	107k	27.23	View chart
Amazon Common Stock (AMZN)	0.9	$2.7M	+2%	13k	208.27	View chart
Ishares U S MF Closed and MF Open (GOVT)	0.9	$2.6M	NEW	116k	22.91	View chart
Schwab Us MF Closed and MF Open (SCHD)	0.8	$2.4M	-3%	78k	30.68	View chart
Nvidia Corp Common Stock (NVDA)	0.8	$2.4M	+5%	14k	174.39	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	0.8	$2.4M	NEW	39k	60.39	View chart
Ishares National MF Closed and MF Open (MUB)	0.7	$2.3M	+21%	22k	106.15	View chart
Ishares Msci MF Closed and MF Open (EFV)	0.7	$2.2M	-52%	30k	74.35	View chart
Ishares Core MF Closed and MF Open (IEFA)	0.7	$2.2M		25k	90.53	View chart
Ishares S&p MF Closed and MF Open (IVW)	0.6	$1.9M	+11%	17k	113.11	View chart
Capital Group MF Closed and MF Open (CGCB)	0.6	$1.8M	+3%	69k	26.26	View chart
Invesco Qqq MF Closed and MF Open (QQQ)	0.6	$1.8M	+33%	3.1k	577.09	View chart
Vanguard Value MF Closed and MF Open (VTV)	0.5	$1.6M		8.0k	196.20	View chart
Apple Common Stock (AAPL)	0.5	$1.5M	-2%	5.7k	253.80	View chart
Vanguard Total MF Closed and MF Open (BND)	0.5	$1.4M		19k	73.64	View chart
Ishares Msci MF Closed and MF Open (EFG)	0.4	$1.3M	+34%	12k	111.37	View chart
Jpmorgan MF Closed and MF Open (JMUB)	0.4	$1.3M	+21%	26k	49.99	View chart
Xtrackers Msci MF Closed and MF Open (DBEF)	0.4	$1.2M	+49%	25k	49.40	View chart
Alphabet Common Stock (GOOG)	0.4	$1.2M	+2%	4.2k	286.85	View chart
Vaneck Uranium MF Closed and MF Open (NLR)	0.4	$1.1M	NEW	8.6k	133.19	View chart
Eli Lilly Common Stock (LLY)	0.4	$1.1M		1.2k	920.13	View chart
First Trust MF Closed and MF Open (RDVY)	0.4	$1.1M	-3%	16k	68.28	View chart
Capital Group MF Closed and MF Open (CGBL)	0.3	$1.1M		31k	34.41	View chart
Schwab Fundamental MF Closed and MF Open (FNDF)	0.3	$983k	+39%	20k	48.93	View chart
Ishares Core MF Closed and MF Open (IUSV)	0.3	$893k	+7%	8.7k	102.25	View chart
Ishares Systematic MF Closed and MF Open (SYSB)	0.3	$889k	+4%	10k	89.00	View chart
Meta Platforms Common Stock (META)	0.3	$845k	+5%	1.5k	572.14	View chart
Vanguard Mega MF Closed and MF Open (MGV)	0.3	$805k		5.6k	144.95	View chart
Microsoft Corp Common Stock (MSFT)	0.3	$800k	+10%	2.2k	370.12	View chart
Ishares Russell MF Closed and MF Open (IWB)	0.3	$782k		2.2k	356.54	View chart
Invesco S&p MF Closed and MF Open (SPLV)	0.3	$778k	+8%	11k	73.14	View chart
First Trust MF Closed and MF Open (BUFR)	0.3	$772k	-2%	23k	33.77	View chart
Vanguard Extended MF Closed and MF Open (VXF)	0.2	$703k		3.4k	205.80	View chart
Alphabet Common Stock (GOOGL)	0.2	$688k	+12%	2.4k	287.59	View chart
Capital Group MF Closed and MF Open (CGDG)	0.2	$660k		18k	35.90	View chart
Vanguard Mega MF Closed and MF Open (MGK)	0.2	$653k	-6%	1.8k	367.44	View chart
Ishares High MF Closed and MF Open (HIMU)	0.2	$641k	+21%	13k	47.98	View chart
Capital Group MF Closed and MF Open (CGMU)	0.2	$595k	+48%	22k	27.15	View chart
Johnson & Johnson Common Stock (JNJ)	0.2	$583k	+3%	2.4k	244.42	View chart
Capital Group MF Closed and MF Open (CGCV)	0.2	$566k		19k	29.81	View chart
Ishares Conv MF Closed and MF Open (ICVT)	0.2	$565k		5.5k	101.79	View chart
Pimco Active MF Closed and MF Open (BOND)	0.2	$562k	+15%	6.1k	92.28	View chart
First Trust MF Closed and MF Open (FMHI)	0.2	$550k	-68%	12k	47.54	View chart
Ishares Silver Common Stock (SLV)	0.2	$546k	+4%	8.0k	68.14	View chart
State Street MF Closed and MF Open (SPSM)	0.2	$540k	-2%	11k	48.32	View chart
Ishares U S MF Closed and MF Open (BALI)	0.2	$540k	+18%	18k	30.81	View chart
Unitedhealth Group Common Stock (UNH)	0.2	$538k	-4%	2.0k	270.53	View chart
Jpmorgan MF Closed and MF Open (JEPQ)	0.2	$522k	+5%	9.4k	55.52	View chart
Invesco S&p MF Closed and MF Open (XMLV)	0.2	$508k	-3%	8.1k	62.97	View chart
Qualcomm Common Stock (QCOM)	0.2	$502k	+11%	3.9k	128.77	View chart
Ishares Aaa MF Closed and MF Open (CLOA)	0.2	$485k	+40%	9.4k	51.84	View chart
Global X MF Closed and MF Open (QYLD)	0.2	$480k	+6%	28k	17.15	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.2	$469k	+4%	979.00	479.20	View chart
First Trust MF Closed and MF Open (FTCB)	0.2	$463k	-8%	22k	20.96	View chart
Tesla Common Stock (TSLA)	0.2	$460k	+7%	1.2k	371.75	View chart
State Street MF Closed and MF Open (SPY)	0.1	$452k	+11%	695.00	650.27	View chart
Fedex Corp Common Stock (FDX)	0.1	$451k		1.3k	356.18	View chart
Vanguard Ftse MF Closed and MF Open (VEA)	0.1	$451k		7.0k	64.08	View chart
First Trust MF Closed and MF Open (FTCS)	0.1	$438k		4.7k	92.76	View chart
Darden Restaurants Common Stock (DRI)	0.1	$417k		2.1k	196.04	View chart
Ishares Core MF Closed and MF Open (HDV)	0.1	$406k	NEW	3.0k	135.73	View chart
Ishares Core MF Closed and MF Open (IJH)	0.1	$405k	-6%	6.0k	67.53	View chart
Capital Group MF Closed and MF Open (CGGO)	0.1	$401k		12k	33.37	View chart
Ishares Core MF Closed and MF Open (IJR)	0.1	$397k	+3%	3.2k	124.30	View chart
State Street MF Closed and MF Open (XLK)	0.1	$368k		2.8k	132.90	View chart
Ishares Short MF Closed and MF Open (SUB)	0.1	$367k	-35%	3.4k	106.51	View chart
Ishares Mbs MF Closed and MF Open (MBB)	0.1	$360k	+3%	3.8k	94.95	View chart
State Street MF Closed and MF Open (SPTM)	0.1	$355k	-13%	4.5k	79.07	View chart
Check Point Common Stock (CHKP)	0.1	$350k		2.5k	142.85	View chart
Bluerock Private MF Closed and MF Open (BPRE)	0.1	$338k	-4%	20k	16.61	View chart
First Trust MF Closed and MF Open (FVD)	0.1	$336k	-45%	7.1k	47.03	View chart
Walt Disney Common Stock (DIS)	0.1	$335k	+2%	3.5k	96.39	View chart
Ishares Aerospace MF Closed and MF Open (ITA)	0.1	$332k		1.5k	218.75	View chart
Spdr Gold Common Stock (GLD)	0.1	$330k	+7%	766.00	430.29	View chart
Avantis Intl MF Closed and MF Open (AVDV)	0.1	$327k	+2%	3.3k	99.85	View chart
Vanguard Short MF Closed and MF Open (VGSH)	0.1	$323k	-3%	5.5k	58.54	View chart
Jpmorgan Chase Common Stock (JPM)	0.1	$315k	+9%	1.1k	294.16	View chart
Ishares Bitcoin MF Closed and MF Open (IBIT)	0.1	$309k	+75%	8.0k	38.42	View chart
Ishares Aaa MF Closed and MF Open (QLTA)	0.1	$304k	-17%	6.4k	47.59	View chart
Wisdomtree Emerging MF Closed and MF Open (DEM)	0.1	$302k	NEW	6.1k	49.69	View chart
Fidelity Total MF Closed and MF Open (FBND)	0.1	$297k		6.5k	45.62	View chart
Mcdonalds Corp Common Stock (MCD)	0.1	$291k	-2%	935.00	310.79	View chart
Invesco S&p MF Closed and MF Open (EELV)	0.1	$286k	-3%	10k	28.08	View chart
Ishares Broad MF Closed and MF Open (USIG)	0.1	$285k	+4%	5.6k	51.23	View chart
Automatic Data Common Stock (ADP)	0.1	$275k		1.4k	203.18	View chart
Ishares S&p MF Closed and MF Open (OEF)	0.1	$270k	-96%	850.00	317.89	View chart
Vanguard Mid MF Closed and MF Open (VOE)	0.1	$268k		1.5k	184.28	View chart
Wisdomtree Equity MF Closed and MF Open (WTPI)	0.1	$266k		8.3k	31.91	View chart
State Street MF Closed and MF Open (SPDW)	0.1	$256k		5.6k	45.65	View chart
First Trust MF Closed and MF Open (TDIV)	0.1	$250k	-22%	2.7k	93.66	View chart
Marsh Common Stock (MRSH)	0.1	$248k		1.4k	173.45	View chart
Ishares Russell MF Closed and MF Open (IWF)	0.1	$248k	-5%	581.00	426.14	View chart
Capital Group MF Closed and MF Open (CGHM)	0.1	$247k		9.8k	25.32	View chart
Ishares S&p MF Closed and MF Open (IVE)	0.1	$245k	NEW	1.2k	211.15	View chart
Dimensional Us MF Closed and MF Open (DFAS)	0.1	$235k		3.3k	71.13	View chart
Walmart Common Stock (WMT)	0.1	$231k	NEW	1.9k	124.30	View chart
Home Depot Common Stock (HD)	0.1	$230k	NEW	701.00	328.74	View chart
State Street MF Closed and MF Open (XLF)	0.1	$230k	+9%	4.7k	49.37	View chart
Invesco S&p MF Closed and MF Open (XMHQ)	0.1	$226k	-6%	2.2k	103.38	View chart
Broadcom Common Stock (AVGO)	0.1	$225k	NEW	728.00	309.51	View chart
Vaneck Jpm MF Closed and MF Open (EMLC)	0.1	$219k	NEW	8.7k	25.11	View chart
Visa Common Stock (V)	0.1	$209k	+5%	690.00	302.23	View chart
Ishares Global MF Closed and MF Open (IGF)	0.1	$205k	NEW	3.1k	66.99	View chart
State Street MF Closed and MF Open (XLU)	0.1	$205k	NEW	4.5k	45.89	View chart
Eaton Vance MF Closed and MF Open (EVSM)	0.1	$202k	NEW	4.0k	50.19	View chart
Vanguard Small MF Closed and MF Open (VBK)	0.1	$198k	NEW	656.00	302.25	View chart
Ishares Russell MF Closed and MF Open (IWM)	0.1	$196k	NEW	790.00	248.14	View chart
Ishares Russell MF Closed and MF Open (IWV)	0.1	$195k		527.00	370.68	View chart
Ishares Global MF Closed and MF Open (EUHY)	0.1	$195k	NEW	3.7k	52.47	View chart
Vanguard Russell MF Closed and MF Open (VONG)	0.1	$192k	NEW	1.8k	109.69	View chart
Capital Group MF Closed and MF Open (CGUS)	0.1	$190k	NEW	5.0k	38.42	View chart
Ishares Core MF Closed and MF Open (AGG)	0.1	$183k	NEW	1.8k	99.27	View chart
Ishares Dow MF Closed and MF Open (IYY)	0.1	$182k	NEW	1.2k	158.45	View chart
Avantis U S MF Closed and MF Open (AVUV)	0.1	$181k	NEW	1.6k	110.45	View chart
Schwab Intl MF Closed and MF Open (SCHF)	0.1	$179k	NEW	7.2k	24.75	View chart
First Trust MF Closed and MF Open (CIBR)	0.1	$179k		2.9k	62.67	View chart
Vanguard Small MF Closed and MF Open (VB)	0.1	$178k	NEW	678.00	261.83	View chart
Ishares S&p MF Closed and MF Open (IJS)	0.1	$173k	NEW	1.5k	118.47	View chart
Axon Enterprise Common Stock (AXON)	0.1	$171k		402.00	424.69	View chart
Garmin Common Stock (GRMN)	0.1	$166k	NEW	717.00	232.10	View chart
State Street MF Closed and MF Open (SLYG)	0.1	$166k	NEW	1.7k	96.64	View chart
Abbvie Common Stock (ABBV)	0.1	$165k	NEW	759.00	217.55	View chart
Caterpillar Common Stock (CAT)	0.1	$165k	NEW	233.00	708.46	View chart
First Trust MF Closed and MF Open (FIIG)	0.1	$165k	-27%	7.9k	20.75	View chart
Vanguard Municipal MF Closed and MF Open (VTEB)	0.1	$164k	NEW	3.3k	49.89	View chart
Dimensional Us MF Closed and MF Open (DFUS)	0.1	$163k	NEW	2.3k	70.90	View chart
Netflix Common Stock (NFLX)	0.1	$163k	NEW	1.7k	96.15	View chart
First Trust MF Closed and MF Open (FIXD)	0.1	$162k	NEW	3.7k	43.58	View chart
First Trust MF Closed and MF Open (FMF)	0.1	$162k	-26%	3.2k	50.61	View chart
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)	0.1	$160k	NEW	6.1k	26.28	View chart
Vanguard Mid MF Closed and MF Open (VOT)	0.1	$158k	NEW	613.00	257.35	View chart
Procter & Gamble Common Stock (PG)	0.1	$157k	NEW	1.1k	144.50	View chart
Vanguard Intermediate MF Closed and MF Open (VCIT)	0.1	$156k	NEW	1.9k	82.75	View chart
Marvell Technology Common Stock (MRVL)	0.1	$156k	NEW	1.6k	99.02	View chart
Ishares S&p MF Closed and MF Open (IUSG)	0.1	$156k	NEW	1.0k	155.20	View chart
Ishares Russ MF Closed and MF Open (IWS)	0.1	$154k	NEW	1.1k	145.74	View chart
Netapp Common Stock (NTAP)	0.0	$149k	NEW	1.5k	102.41	View chart
Harbor Commodity MF Closed and MF Open (HGER)	0.0	$147k	NEW	4.7k	31.01	View chart
Royal Caribbean Common Stock (RCL)	0.0	$146k	NEW	531.00	275.18	View chart
New York Life Invts Active E Nyli Mackay Muni (MMIN)	0.0	$145k	NEW	6.1k	23.71	View chart
Ishares Intl MF Closed and MF Open (IGRO)	0.0	$145k	NEW	1.7k	83.79	View chart
Ishares S&p MF Closed and MF Open (IJK)	0.0	$145k	NEW	1.4k	100.62	View chart
Vanguard Mid MF Closed and MF Open (VO)	0.0	$143k	NEW	498.00	287.18	View chart
Coca Cola Company Common Stock (KO)	0.0	$140k	NEW	1.8k	76.03	View chart
Wisdomtree U S MF Closed and MF Open (NTSX)	0.0	$137k	NEW	2.6k	52.15	View chart
Advanced Micro Common Stock (AMD)	0.0	$136k	NEW	666.00	203.43	View chart
Exxon Mobil Common Stock (XOM)	0.0	$130k	NEW	765.00	169.61	View chart
Altria Group Common Stock (MO)	0.0	$130k	NEW	2.0k	65.99	View chart
Ishares Morningstar MF Closed and MF Open (ILCB)	0.0	$129k	NEW	1.4k	89.86	View chart
Ishares Technology MF Closed and MF Open (IYW)	0.0	$119k	NEW	656.00	181.51	View chart
State Street MF Closed and MF Open (SPBO)	0.0	$118k	NEW	4.1k	29.03	View chart
Aflac Common Stock (AFL)	0.0	$118k	NEW	1.1k	109.74	View chart
British Amern Common Stock (BTI)	0.0	$117k	NEW	2.0k	58.48	View chart
Carrier Global Common Stock (CARR)	0.0	$114k	NEW	2.0k	56.31	View chart
Northern Lts Fd Tr Iv Main Buywrite (BUYW)	0.0	$114k	NEW	8.1k	14.08	View chart
FS KKR Common Stock (FSK)	0.0	$114k		11k	10.18	View chart
Ge Aerospace Common Stock (GE)	0.0	$113k	NEW	399.00	283.77	View chart
First Trust MF Closed and MF Open (FTA)	0.0	$110k	NEW	1.2k	92.31	View chart
First Trust MF Closed and MF Open (FSIG)	0.0	$110k	NEW	5.8k	18.94	View chart
Lowes Companies Common Stock (LOW)	0.0	$108k	NEW	457.00	236.36	View chart
Vanguard Small MF Closed and MF Open (VBR)	0.0	$107k	NEW	494.00	217.25	View chart
Corning Common Stock (GLW)	0.0	$107k	NEW	789.00	135.97	View chart
Vanguard Intermediate MF Closed and MF Open (VGIT)	0.0	$107k	NEW	1.8k	59.55	View chart
Taiwan Semiconductor Common Stock (TSM)	0.0	$105k	NEW	311.00	338.03	View chart
Northern Lts Fd Tr Iv Main Thematc In (TMAT)	0.0	$105k	NEW	4.5k	23.19	View chart
First Trust MF Closed and MF Open (FTGS)	0.0	$104k	NEW	3.0k	34.05	View chart
Oneok Common Stock (OKE)	0.0	$104k	NEW	1.1k	90.38	View chart
Ishares Core MF Closed and MF Open (ITOT)	0.0	$103k	NEW	724.00	142.41	View chart
Pimco Ehnanced MF Closed and MF Open (MINT)	0.0	$101k	NEW	999.00	100.62	View chart
Capital Group MF Closed and MF Open (CGIC)	0.0	$99k	NEW	3.0k	33.11	View chart
Ishares High MF Closed and MF Open (HYGW)	0.0	$94k	-55%	3.2k	29.50	View chart
First Trust MF Closed and MF Open (AFLG)	0.0	$93k	NEW	2.4k	38.57	View chart
Schwab Fundamental MF Closed and MF Open (FNDA)	0.0	$91k	NEW	2.8k	32.43	View chart
Dimensional Us MF Closed and MF Open (DFAU)	0.0	$90k	NEW	2.0k	45.12	View chart
Micron Technology Common Stock (MU)	0.0	$89k	NEW	264.00	337.86	View chart
State Street MF Closed and MF Open (SPEM)	0.0	$89k	NEW	1.9k	46.91	View chart
Ishares Core MF Closed and MF Open (AOA)	0.0	$89k	NEW	1.0k	88.49	View chart
Vanguard Mortgage MF Closed and MF Open (VMBS)	0.0	$87k	NEW	1.9k	46.95	View chart
Nrg Energy Common Stock (NRG)	0.0	$87k	NEW	595.00	146.19	View chart
Schwab Charles Common Stock (SCHW)	0.0	$86k	NEW	920.00	93.96	View chart
Arista Networks Common Stock (ANET)	0.0	$85k	NEW	693.00	122.78	View chart
Verizon Communications Common Stock (VZ)	0.0	$85k	NEW	1.7k	50.19	View chart
Uber Technologies Common Stock (UBER)	0.0	$84k	NEW	1.2k	71.93	View chart
American Battery Common Stock (ABAT)	0.0	$84k		30k	2.79	View chart
Vanguard Ftse MF Closed and MF Open (VEU)	0.0	$84k	NEW	1.1k	75.10	View chart
Capital Group MF Closed and MF Open (CGUI)	0.0	$83k	NEW	3.3k	25.28	View chart
Illinois Tool Common Stock (ITW)	0.0	$83k	NEW	318.00	260.38	View chart
First Trust MF Closed and MF Open (FDT)	0.0	$82k	NEW	946.00	86.88	View chart
First Trust MF Closed and MF Open (LGOV)	0.0	$82k	NEW	3.8k	21.57	View chart
Boston Scientific Common Stock (BSX)	0.0	$82k	NEW	1.3k	62.75	View chart
Global X MF Closed and MF Open (SIL)	0.0	$82k	NEW	905.00	90.08	View chart
First Trust MF Closed and MF Open (FAAR)	0.0	$81k	NEW	2.4k	33.74	View chart
Vanguard High MF Closed and MF Open (VYM)	0.0	$81k	NEW	546.00	148.10	View chart
First Trust MF Closed and MF Open (FTLS)	0.0	$81k	NEW	1.1k	70.33	View chart
Schwab Us MF Closed and MF Open (SCHA)	0.0	$81k	NEW	2.8k	29.08	View chart
State Street MF Closed and MF Open (XLE)	0.0	$80k	NEW	1.3k	61.26	View chart
First Trust MF Closed and MF Open (FEP)	0.0	$80k	NEW	1.5k	54.61	View chart
Sysco Corp Common Stock (SYY)	0.0	$80k	NEW	1.1k	71.33	View chart
Palantir Technologies Common Stock (PLTR)	0.0	$79k	NEW	542.00	146.27	View chart
Carlisle Companies Common Stock (CSL)	0.0	$79k	NEW	235.00	333.86	View chart
Ishares Msci MF Closed and MF Open (EEMV)	0.0	$78k	NEW	1.2k	64.73	View chart
Digital Realty Common Stock (DLR)	0.0	$77k	NEW	429.00	180.00	View chart
Ishares Morningstar MF Closed and MF Open (IMCG)	0.0	$77k	NEW	980.00	78.77	View chart
Ishares Core MF Closed and MF Open (IXUS)	0.0	$76k	NEW	877.00	86.61	View chart
Capital Group MF Closed and MF Open (CGSD)	0.0	$75k	NEW	2.9k	25.79	View chart
Southern Company Common Stock (SO)	0.0	$75k	NEW	772.00	96.48	View chart
Sprott Gold MF Closed and MF Open (SGDM)	0.0	$74k	NEW	977.00	75.49	View chart
Gilead Sciences Common Stock (GILD)	0.0	$74k	NEW	529.00	139.27	View chart
Dimensional Intl MF Closed and MF Open (DFAI)	0.0	$73k	NEW	1.9k	38.96	View chart
At&t Common Stock (T)	0.0	$73k	NEW	2.5k	28.99	View chart
Ishares Msci MF Closed and MF Open (EMXC)	0.0	$72k	NEW	917.00	78.69	View chart
State Street MF Closed and MF Open (SDY)	0.0	$71k	NEW	488.00	146.08	View chart
Dimensional Core MF Closed and MF Open (DFCF)	0.0	$71k	NEW	1.7k	42.22	View chart
First Trust MF Closed and MF Open (QQEW)	0.0	$70k	NEW	553.00	126.97	View chart
Howmet Aerospace Common Stock (HWM)	0.0	$70k	NEW	302.00	230.46	View chart
Williams Cos Common Stock (WMB)	0.0	$69k	NEW	950.00	72.74	View chart
Costco Wholesale Common Stock (COST)	0.0	$68k	NEW	68.00	997.34	View chart
State Street MF Closed and MF Open (XLI)	0.0	$67k	NEW	415.00	161.75	View chart
Invesco Senior MF Closed and MF Open (BKLN)	0.0	$67k	NEW	3.3k	20.41	View chart
Palo Alto Common Stock (PANW)	0.0	$66k	NEW	413.00	160.32	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$66k	NEW	306.00	214.27	View chart
Invesco Galaxy MF Closed and MF Open (BTCO)	0.0	$65k	NEW	962.00	67.47	View chart

Past Filings by Synergy Investment Management

SEC 13F filings are viewable for Synergy Investment Management going back to 2024

Synergy Investment Management 2026 Q1 filed May 15, 2026
Synergy Investment Management 2025 Q4 filed Feb. 6, 2026
Synergy Investment Management 2025 Q3 filed Nov. 7, 2025
Synergy Investment Management 2025 Q2 filed Aug. 11, 2025
Synergy Investment Management 2025 Q1 filed April 30, 2025
Synergy Investment Management 2024 Q4 filed Feb. 6, 2025

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