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Global X Fds shares owned by Synergy Financial Management

Quarter-by-quarter ownership of Global X Fds (SDIV) shares owned by Synergy Financial Management from 13F filings

Historical chart of Synergy Financial Management investment in Global X Fds

Tip: Access up to 7 years of quarterly data

All positions including Global X Fds held by Synergy Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Global X Fds by Synergy Financial Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.0M 175k 23.00
2025-06-30 $2.0M 88k 22.55

More positions owned by Synergy Financial Management

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Meta Platforms Cl A (META)
Tesla Motors (TSLA)
Apple (AAPL)
Coca-Cola Company (KO)
Citizens Financial (CFG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Boston Scientific Corporation (BSX)
Corcept Therapeutics Incorporated (CORT)
Eli Lilly & Co. (LLY)

View all positions for Synergy Financial Management

Top funds holding Global X Fds

LPL Financial
Howard Capital Management
Morgan Stanley
Foguth Wealth Management
Potomac Fund Management
Advisor Group Holdings
Principal Securities
Synergy Financial Management
Cetera Investment Advisers
Wells Fargo & Company
Fifth Third Securities
Newbridge Financial Services Group
Envestnet Asset Management
Cambridge Investment Research Advisors
Wealth Enhancement Advisory Services

View all funds holding Global X Fds