Synergy Financial Group as of Dec. 31, 2021
Portfolio Holdings for Synergy Financial Group
Synergy Financial Group holds 105 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 6.4 | $7.2M | 21k | 336.30 | |
| Amazon (AMZN) | 6.4 | $7.1M | 2.1k | 3334.43 | |
| Shopify Cl A (SHOP) | 5.6 | $6.3M | 4.5k | 1377.45 | |
| The Trade Desk Com Cl A (TTD) | 4.7 | $5.3M | 58k | 91.65 | |
| NVIDIA Corporation (NVDA) | 4.5 | $5.0M | 17k | 294.13 | |
| Apple (AAPL) | 3.8 | $4.3M | 24k | 177.59 | |
| Netflix (NFLX) | 3.0 | $3.4M | 5.6k | 602.36 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.8 | $3.1M | 1.1k | 2893.72 | |
| Meta Platforms Cl A (META) | 2.6 | $2.9M | 8.6k | 336.33 | |
| Zscaler Incorporated (ZS) | 2.5 | $2.8M | 8.6k | 321.32 | |
| Walt Disney Company (DIS) | 1.9 | $2.1M | 14k | 154.90 | |
| Zoom Video Communications In Cl A (ZM) | 1.9 | $2.1M | 12k | 183.93 | |
| Tesla Motors (TSLA) | 1.9 | $2.1M | 2.0k | 1056.70 | |
| Okta Cl A (OKTA) | 1.7 | $1.9M | 8.4k | 224.18 | |
| Arista Networks (ANET) | 1.6 | $1.7M | 12k | 143.74 | |
| Datadog Cl A Com (DDOG) | 1.4 | $1.6M | 9.1k | 178.13 | |
| Chipotle Mexican Grill (CMG) | 1.4 | $1.6M | 904.00 | 1747.79 | |
| MercadoLibre (MELI) | 1.3 | $1.5M | 1.1k | 1348.46 | |
| Upstart Hldgs (UPST) | 1.3 | $1.5M | 9.8k | 151.34 | |
| Upwork (UPWK) | 1.3 | $1.5M | 43k | 34.16 | |
| Block Cl A (SQ) | 1.3 | $1.4M | 8.7k | 161.47 | |
| Docusign (DOCU) | 1.2 | $1.3M | 8.8k | 152.31 | |
| Twilio Cl A (TWLO) | 1.1 | $1.3M | 4.8k | 263.42 | |
| Starbucks Corporation (SBUX) | 1.1 | $1.2M | 11k | 117.01 | |
| Mongodb Cl A (MDB) | 1.1 | $1.2M | 2.2k | 529.54 | |
| Walker & Dunlop (WD) | 1.0 | $1.1M | 7.4k | 150.86 | |
| SVB Financial (SIVBQ) | 1.0 | $1.1M | 1.6k | 678.51 | |
| Paycom Software (PAYC) | 1.0 | $1.1M | 2.7k | 415.04 | |
| Atlassian Corp Cl A | 1.0 | $1.1M | 2.9k | 381.40 | |
| Paypal Holdings (PYPL) | 0.9 | $1.1M | 5.6k | 188.54 | |
| Appian Corp Cl A (APPN) | 0.9 | $1.0M | 16k | 65.20 | |
| Pinterest Cl A (PINS) | 0.9 | $987k | 27k | 36.34 | |
| Teladoc (TDOC) | 0.8 | $943k | 10k | 91.84 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.8 | $892k | 4.4k | 204.82 | |
| Mastercard Incorporated Cl A (MA) | 0.8 | $891k | 2.5k | 359.27 | |
| Lemonade (LMND) | 0.8 | $861k | 20k | 42.11 | |
| Hubspot (HUBS) | 0.8 | $844k | 1.3k | 659.38 | |
| Airbnb Com Cl A (ABNB) | 0.7 | $824k | 5.0k | 166.43 | |
| Snowflake Cl A (SNOW) | 0.7 | $807k | 2.4k | 338.65 | |
| Roku Com Cl A (ROKU) | 0.7 | $796k | 3.5k | 228.21 | |
| Nike CL B (NKE) | 0.7 | $785k | 4.7k | 166.70 | |
| Digitalocean Hldgs (DOCN) | 0.7 | $773k | 9.6k | 80.31 | |
| salesforce (CRM) | 0.7 | $751k | 3.0k | 254.23 | |
| Jd.com Spon Adr Cl A (JD) | 0.6 | $721k | 10k | 70.10 | |
| Wix SHS (WIX) | 0.6 | $700k | 4.4k | 157.80 | |
| Fiverr Intl Ord Shs (FVRR) | 0.6 | $697k | 6.1k | 113.74 | |
| Zynga Cl A | 0.6 | $673k | 105k | 6.40 | |
| Nextera Energy (NEE) | 0.6 | $666k | 7.1k | 93.30 | |
| Sea Sponsord Ads (SE) | 0.6 | $625k | 2.8k | 223.69 | |
| Xilinx | 0.5 | $581k | 2.7k | 212.12 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $570k | 1.3k | 436.45 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.5 | $569k | 3.5k | 163.69 | |
| Waste Management (WM) | 0.5 | $568k | 3.4k | 167.01 | |
| Tractor Supply Company (TSCO) | 0.5 | $558k | 2.3k | 238.56 | |
| Servicenow (NOW) | 0.5 | $518k | 798.00 | 649.12 | |
| Costco Wholesale Corporation (COST) | 0.4 | $492k | 868.00 | 566.82 | |
| Broadcom (AVGO) | 0.4 | $490k | 737.00 | 664.86 | |
| Autodesk (ADSK) | 0.4 | $473k | 1.7k | 281.21 | |
| Workday Cl A (WDAY) | 0.4 | $462k | 1.7k | 273.37 | |
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.4 | $454k | 4.5k | 101.63 | |
| Cloudflare Cl A Com (NET) | 0.4 | $450k | 3.4k | 131.54 | |
| Planet Fitness Cl A (PLNT) | 0.4 | $446k | 4.9k | 90.48 | |
| Intuitive Surgical Com New (ISRG) | 0.4 | $413k | 1.1k | 359.44 | |
| Fulgent Genetics (FLGT) | 0.4 | $413k | 4.1k | 100.54 | |
| Masimo Corporation (MASI) | 0.4 | $409k | 1.4k | 292.98 | |
| Intuit (INTU) | 0.4 | $408k | 635.00 | 642.52 | |
| Etsy (ETSY) | 0.3 | $390k | 1.8k | 219.10 | |
| TransDigm Group Incorporated (TDG) | 0.3 | $386k | 606.00 | 636.96 | |
| Uber Technologies (UBER) | 0.3 | $382k | 9.1k | 41.95 | |
| Vail Resorts (MTN) | 0.3 | $380k | 1.2k | 327.87 | |
| Hasbro (HAS) | 0.3 | $379k | 3.7k | 101.77 | |
| Repligen Corporation (RGEN) | 0.3 | $379k | 1.4k | 264.66 | |
| Kinsale Cap Group (KNSL) | 0.3 | $374k | 1.6k | 237.76 | |
| Solaredge Technologies (SEDG) | 0.3 | $349k | 1.2k | 280.32 | |
| Zillow Group Cl A (ZG) | 0.3 | $334k | 5.4k | 62.28 | |
| Nice Sponsored Adr (NICE) | 0.3 | $333k | 1.1k | 303.56 | |
| Trex Company (TREX) | 0.3 | $322k | 2.4k | 134.84 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.3 | $320k | 3.0k | 107.35 | |
| AMN Healthcare Services (AMN) | 0.3 | $318k | 2.6k | 122.31 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $306k | 641.00 | 477.38 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $304k | 105.00 | 2895.24 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $303k | 1.0k | 298.52 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 0.3 | $297k | 3.7k | 79.50 | |
| Electronic Arts (EA) | 0.3 | $297k | 2.2k | 132.06 | |
| Zillow Group Cl C Cap Stk (Z) | 0.3 | $297k | 4.7k | 63.86 | |
| Synopsys (SNPS) | 0.3 | $294k | 799.00 | 367.96 | |
| Activision Blizzard | 0.3 | $292k | 4.4k | 66.47 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $276k | 347.00 | 795.39 | |
| Chart Industries (GTLS) | 0.2 | $269k | 1.7k | 159.27 | |
| Zendesk | 0.2 | $267k | 2.6k | 104.30 | |
| Union Pacific Corporation (UNP) | 0.2 | $255k | 1.0k | 252.23 | |
| Peloton Interactive Cl A Com (PTON) | 0.2 | $252k | 7.0k | 35.78 | |
| Booking Holdings (BKNG) | 0.2 | $245k | 102.00 | 2401.96 | |
| Five Below (FIVE) | 0.2 | $244k | 1.2k | 207.31 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $243k | 610.00 | 398.36 | |
| Lam Research Corporation (LRCX) | 0.2 | $243k | 338.00 | 718.93 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.2 | $232k | 3.2k | 73.26 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $231k | 2.9k | 80.80 | |
| Kinder Morgan (KMI) | 0.2 | $217k | 14k | 15.89 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $214k | 839.00 | 255.07 | |
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.2 | $213k | 2.0k | 105.81 | |
| Wingstop (WING) | 0.2 | $210k | 1.2k | 173.12 | |
| Coupa Software | 0.2 | $203k | 1.3k | 157.73 | |
| Take-Two Interactive Software (TTWO) | 0.2 | $201k | 1.1k | 177.56 | |
| Skillz | 0.1 | $149k | 20k | 7.45 |
