Synergy Financial Group as of Dec. 31, 2022
Portfolio Holdings for Synergy Financial Group
Synergy Financial Group holds 71 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 10.0 | $5.1M | 21k | 239.82 | |
| Amazon (AMZN) | 6.8 | $3.4M | 41k | 84.00 | |
| Apple (AAPL) | 5.8 | $2.9M | 23k | 129.93 | |
| The Trade Desk Com Cl A (TTD) | 4.7 | $2.4M | 54k | 44.83 | |
| NVIDIA Corporation (NVDA) | 4.1 | $2.1M | 14k | 146.14 | |
| Shopify Cl A (SHOP) | 3.9 | $2.0M | 57k | 34.71 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.2 | $1.6M | 18k | 88.73 | |
| Netflix (NFLX) | 3.1 | $1.6M | 5.4k | 294.88 | |
| Arista Networks (ANET) | 2.9 | $1.5M | 12k | 121.35 | |
| Chipotle Mexican Grill (CMG) | 2.4 | $1.2M | 875.00 | 1387.49 | |
| MercadoLibre (MELI) | 2.3 | $1.2M | 1.4k | 846.24 | |
| Starbucks Corporation (SBUX) | 2.2 | $1.1M | 11k | 99.20 | |
| Paycom Software (PAYC) | 2.0 | $1.0M | 3.3k | 310.31 | |
| Mastercard Incorporated Cl A (MA) | 2.0 | $1.0M | 3.0k | 347.70 | |
| Meta Platforms Cl A (META) | 1.9 | $970k | 8.1k | 120.34 | |
| Walt Disney Company (DIS) | 1.9 | $950k | 11k | 86.88 | |
| Zscaler Incorporated (ZS) | 1.6 | $830k | 7.4k | 111.90 | |
| 4068594 Enphase Energy (ENPH) | 1.6 | $795k | 3.0k | 264.96 | |
| Tesla Motors (TSLA) | 1.5 | $759k | 6.2k | 123.18 | |
| Kinsale Cap Group (KNSL) | 1.4 | $731k | 2.8k | 261.52 | |
| Nike CL B (NKE) | 1.3 | $671k | 5.7k | 117.01 | |
| Walker & Dunlop (WD) | 1.3 | $664k | 8.5k | 78.48 | |
| Datadog Cl A Com (DDOG) | 1.2 | $621k | 8.4k | 73.50 | |
| Costco Wholesale Corporation (COST) | 1.2 | $608k | 1.3k | 456.33 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.0 | $527k | 1.5k | 351.34 | |
| Nextera Energy (NEE) | 0.9 | $468k | 5.6k | 83.60 | |
| Block Cl A (SQ) | 0.9 | $461k | 7.3k | 62.84 | |
| Airbnb Com Cl A (ABNB) | 0.9 | $457k | 5.3k | 85.50 | |
| Jd.com Spon Adr Cl A (JD) | 0.9 | $453k | 8.1k | 56.13 | |
| Appian Corp Cl A (APPN) | 0.9 | $451k | 14k | 32.56 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.9 | $450k | 1.7k | 266.28 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.9 | $448k | 4.3k | 105.29 | |
| Okta Cl A (OKTA) | 0.8 | $414k | 6.1k | 68.33 | |
| Atlassian Corporation Cl A (TEAM) | 0.8 | $391k | 3.0k | 128.68 | |
| Zoom Video Communications In Cl A (ZM) | 0.8 | $390k | 5.8k | 67.74 | |
| Upwork (UPWK) | 0.7 | $370k | 35k | 10.44 | |
| Waste Management (WM) | 0.7 | $358k | 2.3k | 156.88 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.7 | $353k | 7.1k | 49.49 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.7 | $346k | 6.2k | 55.56 | |
| Wix SHS (WIX) | 0.7 | $345k | 4.5k | 76.83 | |
| Snowflake Cl A (SNOW) | 0.7 | $345k | 2.4k | 143.54 | |
| Paypal Holdings (PYPL) | 0.7 | $340k | 4.8k | 71.22 | |
| SVB Financial (SIVBQ) | 0.6 | $324k | 1.4k | 230.14 | |
| Servicenow (NOW) | 0.6 | $323k | 831.00 | 388.27 | |
| Planet Fitness Cl A (PLNT) | 0.6 | $322k | 4.1k | 78.80 | |
| Broadcom (AVGO) | 0.6 | $319k | 571.00 | 559.13 | |
| Electronic Arts (EA) | 0.6 | $312k | 2.6k | 122.18 | |
| Mongodb Cl A (MDB) | 0.6 | $303k | 1.5k | 196.84 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $298k | 3.4k | 88.23 | |
| Tractor Supply Company (TSCO) | 0.6 | $293k | 1.3k | 224.97 | |
| Workday Cl A (WDAY) | 0.6 | $283k | 1.7k | 167.33 | |
| Solaredge Technologies (SEDG) | 0.6 | $282k | 996.00 | 283.27 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $276k | 894.00 | 308.90 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.5 | $275k | 3.3k | 82.48 | |
| Intuitive Surgical Com New (ISRG) | 0.5 | $269k | 1.0k | 265.35 | |
| Vail Resorts (MTN) | 0.5 | $266k | 1.1k | 238.35 | |
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.5 | $253k | 2.5k | 99.71 | |
| salesforce (CRM) | 0.5 | $252k | 1.9k | 132.59 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $246k | 641.00 | 384.21 | |
| Activision Blizzard | 0.5 | $243k | 3.2k | 76.55 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 0.5 | $239k | 3.3k | 72.35 | |
| Pinterest Cl A (PINS) | 0.5 | $237k | 9.8k | 24.28 | |
| Kinder Morgan (KMI) | 0.5 | $233k | 13k | 18.08 | |
| Autodesk (ADSK) | 0.5 | $232k | 1.2k | 186.87 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.5 | $232k | 2.7k | 86.19 | |
| Intuit (INTU) | 0.4 | $217k | 558.00 | 389.22 | |
| Digitalocean Hldgs (DOCN) | 0.4 | $214k | 8.4k | 25.47 | |
| Etsy (ETSY) | 0.4 | $214k | 1.8k | 119.78 | |
| Cloudflare Cl A Com (NET) | 0.4 | $204k | 4.5k | 45.21 | |
| Repligen Corporation (RGEN) | 0.4 | $202k | 1.2k | 169.31 | |
| Lemonade (LMND) | 0.4 | $192k | 14k | 13.68 |
