Synergy Financial Group as of March 31, 2025
Portfolio Holdings for Synergy Financial Group
Synergy Financial Group holds 108 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 6.8 | $7.6M | 40k | 190.26 | |
| NVIDIA Corporation (NVDA) | 6.4 | $7.2M | 66k | 108.38 | |
| Microsoft Corporation (MSFT) | 6.3 | $7.0M | 19k | 375.39 | |
| Shopify Cl A (SHOP) | 5.3 | $5.9M | 62k | 95.48 | |
| Apple (AAPL) | 4.2 | $4.7M | 21k | 222.13 | |
| Netflix (NFLX) | 3.6 | $4.0M | 4.3k | 932.53 | |
| Meta Platforms Cl A (META) | 3.5 | $3.8M | 6.7k | 576.36 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.8 | $3.1M | 6.1k | 513.94 | |
| Tesla Motors (TSLA) | 2.8 | $3.1M | 12k | 259.16 | |
| MercadoLibre (MELI) | 2.7 | $3.0M | 1.6k | 1950.87 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.7 | $3.0M | 19k | 156.23 | |
| Arista Networks Com Shs (ANET) | 2.6 | $2.9M | 37k | 77.48 | |
| The Trade Desk Com Cl A (TTD) | 2.3 | $2.6M | 47k | 54.72 | |
| RBB Motley Fol Etf (TMFC) | 2.1 | $2.3M | 42k | 55.62 | |
| Mastercard Incorporated Cl A (MA) | 1.7 | $1.9M | 3.5k | 548.15 | |
| Chipotle Mexican Grill (CMG) | 1.6 | $1.8M | 35k | 50.21 | |
| Vanguard World Inf Tech Etf (VGT) | 1.5 | $1.7M | 3.2k | 542.38 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.4 | $1.5M | 4.3k | 352.58 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 1.3 | $1.4M | 5.4k | 258.63 | |
| Kinsale Cap Group (KNSL) | 1.2 | $1.3M | 2.7k | 486.74 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.2 | $1.3M | 29k | 45.26 | |
| Zscaler Incorporated (ZS) | 1.2 | $1.3M | 6.6k | 198.42 | |
| Vanguard Index Fds Large Cap Etf (VV) | 1.1 | $1.2M | 4.7k | 257.04 | |
| Servicenow (NOW) | 1.0 | $1.1M | 1.4k | 796.14 | |
| Costco Wholesale Corporation (COST) | 0.9 | $1.1M | 1.1k | 945.36 | |
| Walt Disney Company (DIS) | 0.9 | $1.0M | 10k | 98.70 | |
| Airbnb Com Cl A (ABNB) | 0.8 | $913k | 7.6k | 119.46 | |
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 0.8 | $911k | 31k | 29.69 | |
| Broadcom (AVGO) | 0.8 | $900k | 5.4k | 167.41 | |
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.8 | $893k | 12k | 71.97 | |
| Starbucks Corporation (SBUX) | 0.8 | $885k | 9.0k | 98.09 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $822k | 5.3k | 154.65 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $792k | 1.7k | 469.05 | |
| Goldman Sachs Etf Tr Nasdaq 100 Core (GPIQ) | 0.7 | $776k | 17k | 44.60 | |
| Okta Cl A (OKTA) | 0.7 | $769k | 7.3k | 105.22 | |
| Paycom Software (PAYC) | 0.7 | $764k | 3.5k | 218.48 | |
| Goldman Sachs Etf Tr S&p 500 Core Pre (GPIX) | 0.7 | $747k | 16k | 46.61 | |
| Walker & Dunlop (WD) | 0.6 | $703k | 8.2k | 85.36 | |
| Axon Enterprise (AXON) | 0.6 | $689k | 1.3k | 525.95 | |
| Datadog Cl A Com (DDOG) | 0.6 | $689k | 6.9k | 99.21 | |
| Snowflake Cl A (SNOW) | 0.6 | $686k | 4.7k | 146.16 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $613k | 1.2k | 532.58 | |
| Paypal Holdings (PYPL) | 0.5 | $600k | 9.2k | 65.25 | |
| salesforce (CRM) | 0.5 | $570k | 2.1k | 268.30 | |
| Uber Technologies (UBER) | 0.5 | $554k | 7.6k | 72.86 | |
| Zoom Communications Cl A (ZM) | 0.5 | $553k | 7.5k | 73.77 | |
| Goldman Sachs Etf Tr Ultra Short Bond (GSST) | 0.5 | $552k | 11k | 50.54 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.5 | $537k | 21k | 25.04 | |
| Hubspot (HUBS) | 0.4 | $483k | 845.00 | 571.29 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $478k | 2.2k | 221.76 | |
| Chevron Corporation (CVX) | 0.4 | $464k | 2.8k | 167.29 | |
| Waste Management (WM) | 0.4 | $457k | 2.0k | 231.49 | |
| Atlassian Corporation Cl A (TEAM) | 0.4 | $447k | 2.1k | 212.21 | |
| Upwork (UPWK) | 0.4 | $441k | 34k | 13.05 | |
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.4 | $418k | 4.2k | 100.18 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 0.4 | $416k | 2.5k | 165.59 | |
| Cloudflare Cl A Com (NET) | 0.4 | $400k | 3.5k | 112.69 | |
| Vanguard Index Fds Value Etf (VTV) | 0.4 | $398k | 2.3k | 172.74 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $397k | 1.3k | 312.04 | |
| Docusign (DOCU) | 0.4 | $394k | 4.8k | 81.40 | |
| Kinder Morgan (KMI) | 0.3 | $385k | 14k | 28.53 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.3 | $370k | 559.00 | 662.63 | |
| Electronic Arts (EA) | 0.3 | $369k | 2.6k | 144.52 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $362k | 645.00 | 561.90 | |
| Lemonade (LMND) | 0.3 | $350k | 11k | 31.43 | |
| Veeva Sys Cl A Com (VEEV) | 0.3 | $341k | 1.5k | 231.63 | |
| Capital One Financial (COF) | 0.3 | $335k | 1.9k | 179.30 | |
| Advanced Micro Devices (AMD) | 0.3 | $333k | 3.2k | 102.74 | |
| Epr Pptys Com Sh Ben Int (EPR) | 0.3 | $331k | 6.3k | 52.61 | |
| Nextera Energy (NEE) | 0.3 | $331k | 4.7k | 70.89 | |
| Prologis (PLD) | 0.3 | $330k | 2.9k | 111.79 | |
| Ishares Tr MRGSTR SM CP GR (ISCG) | 0.3 | $324k | 7.2k | 45.05 | |
| Workday Cl A (WDAY) | 0.3 | $308k | 1.3k | 233.53 | |
| Jd.com Spon Ads Cl A (JD) | 0.3 | $307k | 7.5k | 41.12 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.3 | $303k | 3.3k | 90.54 | |
| Sea Sponsord Ads (SE) | 0.3 | $301k | 2.3k | 130.49 | |
| Tractor Supply Company (TSCO) | 0.3 | $300k | 5.5k | 55.10 | |
| EOG Resources (EOG) | 0.3 | $296k | 2.3k | 128.24 | |
| Booking Holdings (BKNG) | 0.3 | $295k | 64.00 | 4606.91 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $293k | 524.00 | 559.39 | |
| Zillow Group Cl A (ZG) | 0.3 | $292k | 4.4k | 66.86 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.3 | $292k | 2.5k | 115.95 | |
| Intuit (INTU) | 0.3 | $289k | 470.00 | 613.99 | |
| Visa Com Cl A (V) | 0.2 | $273k | 778.00 | 350.62 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $271k | 4.4k | 62.10 | |
| Upstart Hldgs (UPST) | 0.2 | $267k | 5.8k | 46.03 | |
| United Parcel Service CL B (UPS) | 0.2 | $266k | 2.4k | 109.99 | |
| Wal-Mart Stores (WMT) | 0.2 | $265k | 3.0k | 87.79 | |
| Appian Corp Cl A (APPN) | 0.2 | $261k | 9.1k | 28.81 | |
| Pinterest Cl A (PINS) | 0.2 | $260k | 8.4k | 31.00 | |
| Autodesk (ADSK) | 0.2 | $258k | 985.00 | 261.80 | |
| Planet Fitness Cl A (PLNT) | 0.2 | $255k | 2.6k | 96.61 | |
| eBay (EBAY) | 0.2 | $251k | 3.7k | 67.73 | |
| Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $247k | 2.5k | 100.00 | |
| Palantir Technologies Cl A (PLTR) | 0.2 | $242k | 2.9k | 84.40 | |
| Select Sector Spdr Tr Indl (XLI) | 0.2 | $239k | 1.8k | 131.07 | |
| Microstrategy Cl A New (MSTR) | 0.2 | $236k | 820.00 | 288.27 | |
| Synopsys (SNPS) | 0.2 | $235k | 549.00 | 428.85 | |
| Roku Com Cl A (ROKU) | 0.2 | $232k | 3.3k | 70.44 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $228k | 931.00 | 245.30 | |
| UnitedHealth (UNH) | 0.2 | $218k | 416.00 | 523.75 | |
| Hershey Company (HSY) | 0.2 | $214k | 1.3k | 171.03 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $213k | 7.6k | 27.96 | |
| Genuine Parts Company (GPC) | 0.2 | $213k | 1.8k | 119.14 | |
| Whirlpool Corporation (WHR) | 0.2 | $213k | 2.4k | 90.13 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $210k | 548.00 | 383.53 | |
| Take-Two Interactive Software (TTWO) | 0.2 | $205k | 990.00 | 207.25 | |
| Udemy (UDMY) | 0.1 | $147k | 19k | 7.76 |
