Synergy Financial Group as of March 31, 2022
Portfolio Holdings for Synergy Financial Group
Synergy Financial Group holds 97 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 7.6 | $7.2M | 2.2k | 3259.93 | |
| Microsoft Corporation (MSFT) | 5.6 | $5.3M | 17k | 308.29 | |
| NVIDIA Corporation (NVDA) | 4.9 | $4.6M | 17k | 272.85 | |
| The Trade Desk Com Cl A (TTD) | 4.5 | $4.3M | 62k | 69.26 | |
| Apple (AAPL) | 4.3 | $4.1M | 23k | 174.62 | |
| Shopify Cl A (SHOP) | 4.2 | $4.0M | 5.9k | 675.95 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.2 | $3.0M | 1.1k | 2792.59 | |
| Tesla Motors (TSLA) | 2.5 | $2.4M | 2.2k | 1077.40 | |
| Zscaler Incorporated (ZS) | 2.4 | $2.3M | 9.6k | 241.28 | |
| Netflix (NFLX) | 2.3 | $2.2M | 5.8k | 374.65 | |
| Meta Platforms Cl A (META) | 2.2 | $2.1M | 9.6k | 222.41 | |
| Walt Disney Company (DIS) | 2.1 | $2.0M | 15k | 137.19 | |
| Arista Networks (ANET) | 1.9 | $1.8M | 13k | 139.01 | |
| MercadoLibre (MELI) | 1.7 | $1.7M | 1.4k | 1189.42 | |
| Zoom Video Communications In Cl A (ZM) | 1.6 | $1.5M | 13k | 117.22 | |
| Datadog Cl A Com (DDOG) | 1.5 | $1.5M | 9.6k | 151.51 | |
| Block Cl A (SQ) | 1.5 | $1.4M | 11k | 135.61 | |
| Chipotle Mexican Grill (CMG) | 1.5 | $1.4M | 904.00 | 1581.86 | |
| Upstart Hldgs (UPST) | 1.5 | $1.4M | 13k | 109.10 | |
| Okta Cl A (OKTA) | 1.5 | $1.4M | 9.3k | 150.91 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.3 | $1.2M | 5.3k | 227.00 | |
| Walker & Dunlop (WD) | 1.2 | $1.2M | 9.0k | 129.44 | |
| Atlassian Corp Cl A | 1.2 | $1.1M | 3.8k | 293.76 | |
| Mastercard Incorporated Cl A (MA) | 1.2 | $1.1M | 3.1k | 357.47 | |
| Appian Corp Cl A (APPN) | 1.1 | $1.1M | 18k | 60.80 | |
| Paycom Software (PAYC) | 1.1 | $1.1M | 3.1k | 346.41 | |
| Twilio Cl A (TWLO) | 1.1 | $1.0M | 6.2k | 164.88 | |
| Starbucks Corporation (SBUX) | 1.1 | $1.0M | 11k | 90.96 | |
| Airbnb Com Cl A (ABNB) | 1.1 | $1.0M | 6.0k | 171.79 | |
| Docusign (DOCU) | 1.1 | $1.0M | 9.5k | 107.14 | |
| Mongodb Cl A (MDB) | 1.0 | $991k | 2.2k | 443.60 | |
| Upwork (UPWK) | 1.0 | $984k | 42k | 23.24 | |
| SVB Financial (SIVBQ) | 1.0 | $914k | 1.6k | 559.71 | |
| Lemonade (LMND) | 0.8 | $776k | 29k | 26.36 | |
| Teladoc (TDOC) | 0.8 | $741k | 10k | 72.17 | |
| Paypal Holdings (PYPL) | 0.8 | $726k | 6.3k | 115.59 | |
| Nike CL B (NKE) | 0.7 | $697k | 5.2k | 134.53 | |
| Pinterest Cl A (PINS) | 0.7 | $668k | 27k | 24.61 | |
| Digitalocean Hldgs (DOCN) | 0.7 | $664k | 12k | 57.81 | |
| Wix SHS (WIX) | 0.7 | $632k | 6.1k | 104.41 | |
| salesforce (CRM) | 0.7 | $627k | 3.0k | 212.25 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.7 | $620k | 1.5k | 415.27 | |
| Fiverr Intl Ord Shs (FVRR) | 0.6 | $618k | 8.1k | 76.07 | |
| Snowflake Cl A (SNOW) | 0.6 | $611k | 2.7k | 229.10 | |
| Hubspot (HUBS) | 0.6 | $606k | 1.3k | 474.55 | |
| Nextera Energy (NEE) | 0.6 | $605k | 7.1k | 84.76 | |
| Jd.com Spon Adr Cl A (JD) | 0.6 | $596k | 10k | 57.86 | |
| Costco Wholesale Corporation (COST) | 0.6 | $583k | 1.0k | 575.52 | |
| Kinsale Cap Group (KNSL) | 0.6 | $580k | 2.5k | 228.17 | |
| Tractor Supply Company (TSCO) | 0.6 | $546k | 2.3k | 233.43 | |
| Waste Management (WM) | 0.6 | $539k | 3.4k | 158.48 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.5 | $519k | 6.9k | 74.79 | |
| Advanced Micro Devices (AMD) | 0.5 | $515k | 4.7k | 109.27 | |
| Cloudflare Cl A Com (NET) | 0.5 | $494k | 4.1k | 119.76 | |
| Broadcom (AVGO) | 0.5 | $460k | 730.00 | 630.14 | |
| Servicenow (NOW) | 0.5 | $444k | 798.00 | 556.39 | |
| Roku Com Cl A (ROKU) | 0.5 | $437k | 3.5k | 125.29 | |
| Planet Fitness Cl A (PLNT) | 0.4 | $416k | 4.9k | 84.40 | |
| Workday Cl A (WDAY) | 0.4 | $405k | 1.7k | 239.65 | |
| Solaredge Technologies (SEDG) | 0.4 | $401k | 1.2k | 322.09 | |
| TransDigm Group Incorporated (TDG) | 0.4 | $395k | 606.00 | 651.82 | |
| Vail Resorts (MTN) | 0.4 | $367k | 1.4k | 260.28 | |
| Autodesk (ADSK) | 0.4 | $361k | 1.7k | 214.63 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $358k | 1.0k | 352.71 | |
| Activision Blizzard | 0.4 | $352k | 4.4k | 80.13 | |
| Etsy (ETSY) | 0.4 | $350k | 2.8k | 124.38 | |
| Intuitive Surgical Com New (ISRG) | 0.4 | $347k | 1.1k | 302.00 | |
| Sea Sponsord Ads (SE) | 0.4 | $336k | 2.8k | 119.87 | |
| Uber Technologies (UBER) | 0.3 | $325k | 9.1k | 35.69 | |
| Zendesk | 0.3 | $308k | 2.6k | 120.31 | |
| Intuit (INTU) | 0.3 | $307k | 638.00 | 481.19 | |
| Hasbro (HAS) | 0.3 | $305k | 3.7k | 81.90 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.3 | $302k | 3.0k | 101.31 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $292k | 105.00 | 2780.95 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $291k | 641.00 | 453.98 | |
| Chart Industries (GTLS) | 0.3 | $290k | 1.7k | 171.70 | |
| Electronic Arts (EA) | 0.3 | $285k | 2.2k | 126.72 | |
| Union Pacific Corporation (UNP) | 0.3 | $276k | 1.0k | 273.00 | |
| AMN Healthcare Services (AMN) | 0.3 | $271k | 2.6k | 104.23 | |
| Repligen Corporation (RGEN) | 0.3 | $269k | 1.4k | 187.85 | |
| Synopsys (SNPS) | 0.3 | $266k | 799.00 | 332.92 | |
| Zillow Group Cl A (ZG) | 0.3 | $259k | 5.4k | 48.29 | |
| Kinder Morgan (KMI) | 0.3 | $258k | 14k | 18.89 | |
| Fulgent Genetics (FLGT) | 0.3 | $256k | 4.1k | 62.32 | |
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.3 | $246k | 2.5k | 100.12 | |
| Nice Sponsored Adr (NICE) | 0.3 | $240k | 1.1k | 218.78 | |
| Booking Holdings (BKNG) | 0.3 | $240k | 102.00 | 2352.94 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 0.2 | $237k | 3.6k | 65.96 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $232k | 347.00 | 668.59 | |
| Zillow Group Cl C Cap Stk (Z) | 0.2 | $229k | 4.7k | 49.24 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.2 | $226k | 3.2k | 71.36 | |
| Trex Company (TREX) | 0.2 | $225k | 3.4k | 65.29 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $222k | 611.00 | 363.34 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $221k | 2.8k | 78.73 | |
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.2 | $207k | 2.0k | 102.83 | |
| Masimo Corporation (MASI) | 0.2 | $203k | 1.4k | 145.42 | |
| Skillz | 0.1 | $51k | 17k | 2.98 |
