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Victory Portfolios Ii etf shares owned by Synergy Financial Management

Quarter-by-quarter ownership of Victory Portfolios Ii etf (USTB) shares owned by Synergy Financial Management from 13F filings

Historical chart of Synergy Financial Management investment in Victory Portfolios Ii etf

Tip: Access up to 7 years of quarterly data

All positions including Victory Portfolios Ii etf held by Synergy Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Victory Portfolios Ii etf by Synergy Financial Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.7M 54k 50.82
2025-06-30 $798k 16k 50.82
2025-03-31 $792k 16k 50.65

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 Victory Portfolios Ii etf

Victory Capital Management
Merit Financial Group
LPL Financial
Morgan Stanley
Amplius Wealth Advisors
Stonebridge Financial Group
Capital Analysts
Marquette Asset Management
Wealth Enhancement Advisory Services
Broadway Wealth Solutions
Raymond James Financial
Warren Averett Asset Management
Redhawk Wealth Advisors
Private Advisor
Mot

View all funds holding Victory Portfolios Ii etf