Synergy Financial Group as of June 30, 2022
Portfolio Holdings for Synergy Financial Group
Synergy Financial Group holds 83 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 7.3 | $4.7M | 44k | 106.20 | |
| Microsoft Corporation (MSFT) | 6.8 | $4.3M | 17k | 256.83 | |
| Apple (AAPL) | 5.1 | $3.3M | 24k | 136.72 | |
| The Trade Desk Com Cl A (TTD) | 4.1 | $2.6M | 63k | 41.88 | |
| NVIDIA Corporation (NVDA) | 3.9 | $2.5M | 17k | 151.57 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.4 | $2.2M | 990.00 | 2187.88 | |
| Shopify Cl A (SHOP) | 3.0 | $1.9M | 62k | 31.25 | |
| Meta Platforms Cl A (META) | 2.4 | $1.5M | 9.6k | 161.20 | |
| Tesla Motors (TSLA) | 2.4 | $1.5M | 2.3k | 673.30 | |
| Zscaler Incorporated (ZS) | 2.3 | $1.5M | 9.8k | 149.46 | |
| Zoom Video Communications In Cl A (ZM) | 2.2 | $1.4M | 13k | 108.00 | |
| Arista Networks (ANET) | 2.0 | $1.2M | 13k | 93.77 | |
| Walt Disney Company (DIS) | 1.9 | $1.2M | 13k | 94.43 | |
| Chipotle Mexican Grill (CMG) | 1.9 | $1.2M | 904.00 | 1307.52 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.6 | $1.0M | 3.7k | 280.40 | |
| Netflix (NFLX) | 1.6 | $1.0M | 5.8k | 174.90 | |
| Mastercard Incorporated Cl A (MA) | 1.5 | $983k | 3.1k | 315.37 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.5 | $932k | 5.5k | 168.50 | |
| MercadoLibre (MELI) | 1.4 | $922k | 1.4k | 636.74 | |
| Datadog Cl A Com (DDOG) | 1.4 | $914k | 9.6k | 95.24 | |
| Walker & Dunlop (WD) | 1.4 | $909k | 9.4k | 96.29 | |
| Starbucks Corporation (SBUX) | 1.4 | $898k | 12k | 76.36 | |
| Paycom Software (PAYC) | 1.4 | $897k | 3.2k | 280.14 | |
| Appian Corp Cl A (APPN) | 1.3 | $849k | 18k | 47.38 | |
| Okta Cl A (OKTA) | 1.3 | $843k | 9.3k | 90.35 | |
| Upwork (UPWK) | 1.3 | $830k | 40k | 20.69 | |
| Atlassian Corp Cl A | 1.2 | $757k | 4.0k | 187.52 | |
| SVB Financial (SIVBQ) | 1.0 | $641k | 1.6k | 394.95 | |
| Jd.com Spon Adr Cl A (JD) | 1.0 | $621k | 9.7k | 64.19 | |
| Block Cl A (SQ) | 1.0 | $607k | 9.9k | 61.41 | |
| Kinsale Cap Group (KNSL) | 0.9 | $586k | 2.6k | 229.71 | |
| 4068594 Enphase Energy (ENPH) | 0.9 | $586k | 3.0k | 195.33 | |
| Airbnb Com Cl A (ABNB) | 0.9 | $572k | 6.4k | 89.03 | |
| Costco Wholesale Corporation (COST) | 0.9 | $570k | 1.2k | 478.99 | |
| Nike CL B (NKE) | 0.9 | $561k | 5.5k | 102.17 | |
| Nextera Energy (NEE) | 0.9 | $553k | 7.1k | 77.47 | |
| Docusign (DOCU) | 0.8 | $541k | 9.4k | 57.36 | |
| Lemonade (LMND) | 0.8 | $533k | 29k | 18.26 | |
| Digitalocean Hldgs (DOCN) | 0.8 | $528k | 13k | 41.37 | |
| Twilio Cl A (TWLO) | 0.8 | $527k | 6.3k | 83.86 | |
| Mongodb Cl A (MDB) | 0.8 | $525k | 2.0k | 259.26 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.8 | $523k | 1.5k | 346.59 | |
| Pinterest Cl A (PINS) | 0.8 | $493k | 27k | 18.16 | |
| salesforce (CRM) | 0.8 | $488k | 3.0k | 165.20 | |
| Upstart Hldgs (UPST) | 0.8 | $481k | 15k | 31.64 | |
| Waste Management (WM) | 0.7 | $466k | 3.0k | 152.89 | |
| Paypal Holdings (PYPL) | 0.7 | $428k | 6.1k | 69.78 | |
| Snowflake Cl A (SNOW) | 0.6 | $406k | 2.9k | 139.09 | |
| Wix SHS (WIX) | 0.6 | $397k | 6.1k | 65.59 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.6 | $394k | 6.8k | 57.98 | |
| Servicenow (NOW) | 0.6 | $379k | 798.00 | 474.94 | |
| Tractor Supply Company (TSCO) | 0.6 | $369k | 1.9k | 194.01 | |
| Broadcom (AVGO) | 0.5 | $342k | 703.00 | 486.49 | |
| Teladoc (TDOC) | 0.5 | $341k | 10k | 33.21 | |
| Solaredge Technologies (SEDG) | 0.5 | $341k | 1.2k | 273.90 | |
| Advanced Micro Devices (AMD) | 0.5 | $338k | 4.4k | 76.44 | |
| Hubspot (HUBS) | 0.5 | $336k | 1.1k | 301.08 | |
| Planet Fitness Cl A (PLNT) | 0.5 | $335k | 4.9k | 67.97 | |
| TransDigm Group Incorporated (TDG) | 0.5 | $325k | 606.00 | 536.30 | |
| Fiverr Intl Ord Shs (FVRR) | 0.5 | $311k | 9.0k | 34.44 | |
| Vail Resorts (MTN) | 0.5 | $307k | 1.4k | 217.73 | |
| Hasbro (HAS) | 0.5 | $305k | 3.7k | 81.90 | |
| Activision Blizzard | 0.5 | $297k | 3.8k | 77.97 | |
| Autodesk (ADSK) | 0.5 | $289k | 1.7k | 171.82 | |
| Roku Com Cl A (ROKU) | 0.4 | $287k | 3.5k | 82.28 | |
| AMN Healthcare Services (AMN) | 0.4 | $285k | 2.6k | 109.62 | |
| Electronic Arts (EA) | 0.4 | $274k | 2.2k | 121.83 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $257k | 940.00 | 273.40 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.4 | $254k | 3.0k | 85.21 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $243k | 641.00 | 379.10 | |
| Workday Cl A (WDAY) | 0.4 | $236k | 1.7k | 139.65 | |
| Intuitive Surgical Com New (ISRG) | 0.4 | $231k | 1.1k | 201.04 | |
| Intuit (INTU) | 0.4 | $230k | 596.00 | 385.91 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $229k | 105.00 | 2180.95 | |
| Synopsys (SNPS) | 0.4 | $225k | 741.00 | 303.64 | |
| Fulgent Genetics (FLGT) | 0.4 | $224k | 4.1k | 54.53 | |
| Cloudflare Cl A Com (NET) | 0.3 | $218k | 5.0k | 43.81 | |
| Union Pacific Corporation (UNP) | 0.3 | $216k | 1.0k | 213.65 | |
| Kinder Morgan (KMI) | 0.3 | $216k | 13k | 16.74 | |
| Repligen Corporation (RGEN) | 0.3 | $213k | 1.3k | 162.47 | |
| Nice Sponsored Adr (NICE) | 0.3 | $211k | 1.1k | 192.34 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $201k | 2.8k | 71.61 | |
| Skillz | 0.0 | $15k | 12k | 1.28 |
