Synergy Financial Group as of Dec. 31, 2024
Portfolio Holdings for Synergy Financial Group
Synergy Financial Group holds 101 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 7.5 | $9.0M | 41k | 219.39 | |
| NVIDIA Corporation (NVDA) | 7.2 | $8.6M | 64k | 134.29 | |
| Microsoft Corporation (MSFT) | 6.6 | $7.9M | 19k | 421.50 | |
| Shopify Cl A (SHOP) | 5.4 | $6.5M | 61k | 106.33 | |
| The Trade Desk Com Cl A (TTD) | 4.6 | $5.5M | 47k | 117.53 | |
| Apple (AAPL) | 4.5 | $5.4M | 22k | 250.42 | |
| Arista Networks Com Shs (ANET) | 3.5 | $4.2M | 38k | 110.53 | |
| Netflix (NFLX) | 3.2 | $3.9M | 4.4k | 891.32 | |
| Meta Platforms Cl A (META) | 3.1 | $3.7M | 6.4k | 585.51 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.0 | $3.6M | 19k | 190.44 | |
| Tesla Motors (TSLA) | 2.8 | $3.4M | 8.4k | 403.84 | |
| MercadoLibre (MELI) | 2.3 | $2.8M | 1.6k | 1700.44 | |
| Goldman Sachs Etf Tr Aces Ultra Shr (GSST) | 2.2 | $2.6M | 52k | 50.21 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.1 | $2.5M | 4.6k | 538.82 | |
| Chipotle Mexican Grill (CMG) | 1.8 | $2.2M | 36k | 60.30 | |
| Vanguard World Inf Tech Etf (VGT) | 1.6 | $2.0M | 3.2k | 621.80 | |
| RBB Motley Fol Etf (TMFC) | 1.5 | $1.8M | 31k | 60.12 | |
| Mastercard Incorporated Cl A (MA) | 1.5 | $1.8M | 3.5k | 526.54 | |
| Servicenow (NOW) | 1.3 | $1.6M | 1.5k | 1060.12 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.2 | $1.4M | 4.1k | 342.16 | |
| Broadcom (AVGO) | 1.0 | $1.2M | 5.4k | 231.85 | |
| Zscaler Incorporated (ZS) | 1.0 | $1.2M | 6.5k | 180.41 | |
| Kinsale Cap Group (KNSL) | 1.0 | $1.2M | 2.5k | 465.15 | |
| Walt Disney Company (DIS) | 1.0 | $1.2M | 10k | 111.35 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.9 | $1.1M | 4.3k | 264.13 | |
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.9 | $1.1M | 11k | 99.92 | |
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.9 | $1.1M | 14k | 81.58 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.9 | $1.1M | 25k | 44.04 | |
| Costco Wholesale Corporation (COST) | 0.9 | $1.0M | 1.1k | 915.86 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $987k | 5.2k | 189.30 | |
| Datadog Cl A Com (DDOG) | 0.8 | $937k | 6.6k | 142.89 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.8 | $914k | 3.4k | 269.70 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $863k | 1.7k | 511.38 | |
| Starbucks Corporation (SBUX) | 0.7 | $820k | 9.0k | 91.25 | |
| Airbnb Com Cl A (ABNB) | 0.7 | $798k | 6.1k | 131.41 | |
| Walker & Dunlop (WD) | 0.7 | $798k | 8.2k | 97.21 | |
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 0.6 | $738k | 24k | 30.47 | |
| salesforce (CRM) | 0.6 | $692k | 2.1k | 334.40 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.5 | $599k | 22k | 27.87 | |
| Paypal Holdings (PYPL) | 0.5 | $590k | 6.9k | 85.35 | |
| Hubspot (HUBS) | 0.5 | $590k | 847.00 | 696.77 | |
| Axon Enterprise (AXON) | 0.5 | $590k | 993.00 | 594.32 | |
| Upwork (UPWK) | 0.5 | $553k | 34k | 16.35 | |
| Okta Cl A (OKTA) | 0.5 | $552k | 7.0k | 78.80 | |
| Snowflake Cl A (SNOW) | 0.5 | $545k | 3.5k | 154.41 | |
| Paycom Software (PAYC) | 0.4 | $537k | 2.6k | 204.94 | |
| Atlassian Corporation Cl A (TEAM) | 0.4 | $512k | 2.1k | 243.38 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $502k | 1.1k | 453.28 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 0.4 | $475k | 2.7k | 176.67 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $468k | 1.9k | 240.28 | |
| Uber Technologies (UBER) | 0.4 | $457k | 7.6k | 60.32 | |
| Zoom Communications Cl A (ZM) | 0.4 | $444k | 5.4k | 81.61 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $419k | 1.2k | 351.79 | |
| Lemonade (LMND) | 0.3 | $411k | 11k | 36.68 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $403k | 685.00 | 588.68 | |
| Waste Management (WM) | 0.3 | $401k | 2.0k | 201.78 | |
| Vanguard Index Fds Value Etf (VTV) | 0.3 | $390k | 2.3k | 169.30 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.3 | $387k | 559.00 | 693.08 | |
| Cloudflare Cl A Com (NET) | 0.3 | $382k | 3.5k | 107.68 | |
| Docusign (DOCU) | 0.3 | $381k | 4.2k | 89.94 | |
| Electronic Arts (EA) | 0.3 | $375k | 2.6k | 146.30 | |
| Advanced Micro Devices (AMD) | 0.3 | $371k | 3.1k | 120.79 | |
| Kinder Morgan (KMI) | 0.3 | $370k | 14k | 27.40 | |
| Upstart Hldgs (UPST) | 0.3 | $357k | 5.8k | 61.57 | |
| Ishares Tr MRGSTR SM CP GR (ISCG) | 0.3 | $356k | 7.2k | 49.46 | |
| Nextera Energy (NEE) | 0.3 | $339k | 4.7k | 71.69 | |
| Workday Cl A (WDAY) | 0.3 | $338k | 1.3k | 258.03 | |
| Capital One Financial (COF) | 0.3 | $333k | 1.9k | 178.32 | |
| Goldman Sachs Etf Tr Nasdaq 100 Core (GPIQ) | 0.3 | $329k | 6.7k | 49.03 | |
| Booking Holdings (BKNG) | 0.3 | $323k | 65.00 | 4968.42 | |
| Zillow Group Cl A (ZG) | 0.3 | $310k | 4.4k | 70.85 | |
| Appian Corp Cl A (APPN) | 0.2 | $299k | 9.1k | 32.98 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $298k | 3.3k | 89.08 | |
| Intuit (INTU) | 0.2 | $298k | 474.00 | 628.50 | |
| Wal-Mart Stores (WMT) | 0.2 | $296k | 3.3k | 90.35 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.2 | $295k | 2.5k | 117.48 | |
| Goldman Sachs Etf Tr S&p 500 Core Pre (GPIX) | 0.2 | $293k | 5.9k | 49.45 | |
| Tractor Supply Company (TSCO) | 0.2 | $289k | 5.5k | 53.06 | |
| Synopsys (SNPS) | 0.2 | $268k | 553.00 | 485.36 | |
| Autodesk (ADSK) | 0.2 | $263k | 891.00 | 295.57 | |
| Planet Fitness Cl A (PLNT) | 0.2 | $261k | 2.6k | 98.87 | |
| Jd.com Spon Ads Cl A (JD) | 0.2 | $259k | 7.5k | 34.67 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $250k | 562.00 | 444.68 | |
| Pinterest Cl A (PINS) | 0.2 | $248k | 8.5k | 29.00 | |
| Chevron Corporation (CVX) | 0.2 | $247k | 1.7k | 144.84 | |
| Sea Sponsord Ads (SE) | 0.2 | $245k | 2.3k | 106.10 | |
| Select Sector Spdr Tr Indl (XLI) | 0.2 | $242k | 1.8k | 131.76 | |
| Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $240k | 2.5k | 96.83 | |
| Microstrategy Cl A New (MSTR) | 0.2 | $238k | 820.00 | 289.62 | |
| Visa Com Cl A (V) | 0.2 | $233k | 738.00 | 316.18 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $233k | 4.0k | 58.93 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $226k | 944.00 | 239.71 | |
| UnitedHealth (UNH) | 0.2 | $221k | 436.00 | 505.86 | |
| Roku Com Cl A (ROKU) | 0.2 | $220k | 3.0k | 74.34 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $215k | 1.1k | 197.49 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $209k | 7.6k | 27.32 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $206k | 710.00 | 289.81 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.2 | $203k | 7.8k | 26.07 | |
| New York Times Cl A (NYT) | 0.2 | $203k | 3.9k | 52.05 | |
| Zillow Group Cl C Cap Stk (Z) | 0.2 | $200k | 2.7k | 74.05 | |
| Udemy (UDMY) | 0.1 | $164k | 20k | 8.23 |
