Synergy Asset Management, LLC Q2 2021 Filing

Filed August 12, 2021

Portfolio Value

$377.1M

Holdings

101

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (101 positions)

StockValue
MSFTMICROSOFT CORP
$25.4M
FTSMFIRST TR EXCHANGE-TRADED FD
$18.5M
AAPLAPPLE INC
$17.8M
AMZNAMAZON COM INC
$15.7M
GOOGLALPHABET INC
$13.8M
VVISA INC
$12.9M
BACBK OF AMERICA CORP
$11.3M
LMTLOCKHEED MARTIN CORP
$10.3M
METAFACEBOOK INC
$10.3M
WMTWALMART INC
$9.6M
FCVTFIRST TR EXCHANGE-TRADED FD
$9.4M
ADBEADOBE SYSTEMS INCORPORATED
$9.2M
XFEBFIRST TR EXCH TRADED FD III
$9.2M
QCONAMERICAN CENTY ETF TR
$9.1M
VPCETFIS SER TR I
$8.8M
UNHUNITEDHEALTH GROUP INC
$8.4M
AMTAMERICAN TOWER CORP NEW
$8.0M
BILSPDR SER TR
$8.0M
GPKGRAPHIC PACKAGING HLDG CO
$7.7M
NVDANVIDIA CORPORATION
$7.6M
FNYFIRST TR EXCHANGE-TRADED ALP
$6.3M
QQQEDIREXION SHS ETF TR
$6.1M
DIREXION SHS ETF TR
$6.1M
JEFJEFFERIES FINL GROUP INC
$6.0M
OZKBANK OZK
$5.5M
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
$5.5M
ETDETHAN ALLEN INTERIORS INC
$5.4M
BYDBOYD GAMING CORP
$5.3M
TKRTIMKEN CO
$5.2M
QCLNFIRST TR EXCHANGE-TRADED FD
$4.9M
ARKGARK ETF TR
$4.7M
WFHUSDDIREXION SHS ETF TR
$4.5M
FBZ*FIRST TR EXCH TRD ALPHDX FD
$4.4M
AMCRAMCOR PLC
$4.3M
ARKKARK ETF TR
$3.8M
MFCMANULIFE FINL CORP
$3.7M
QTECFIRST TR NASDAQ 100 TECH IND
$3.7M
DIREXION SHS ETF TR
$3.7M
MMLGFIRST TR EXCHNG TRADED FD VI
$3.7M
DIREXION SHS ETF TR
$3.5M
MRKMERCK & CO INC
$3.5M
XOMEXXON MOBIL CORP
$3.4M
AVGOBROADCOM INC
$3.2M
UMPQUSDUMPQUA HLDGS CORP
$2.6M
4I1PHILIP MORRIS INTL INC
$2.2M
OKEONEOK INC NEW
$2.2M
ALLYALLY FINL INC
$2.2M
LOWLOWES COS INC
$2.0M
EIXEDISON INTL
$2.0M
HN9HANESBRANDS INC
$2.0M
SYFSYNCHRONY FINANCIAL
$1.8M
COSTCOSTCO WHSL CORP NEW
$1.8M
HBANHUNTINGTON BANCSHARES INC
$1.8M
SBUXSTARBUCKS CORP
$1.4M
BACVERIZON COMMUNICATIONS INC
$1.4M
PFEPFIZER INC
$1.4M
ABBVABBVIE INC
$1.4M
SPYSPDR S&P 500 ETF TR
$833K
MAMASTERCARD INCORPORATED
$633K
AXPAMERICAN EXPRESS CO
$512K
JPMJPMORGAN CHASE & CO
$478K
BABOEING CO
$473K
PGPROCTER AND GAMBLE CO
$406K
XYZSQUARE INC
$405K
MOALTRIA GROUP INC
$395K
SPHBINVESCO EXCH TRADED FD TR II
$379K
ADIANALOG DEVICES INC
$365K
JNJJOHNSON & JOHNSON
$330K
PEPPEPSICO INC
$325K
ASHASHLAND GLOBAL HLDGS INC
$321K
TSMTAIWAN SEMICONDUCTOR MFG LTD
$320K
TXNTEXAS INSTRS INC
$313K
ORCLORACLE CORP
$307K
BARCLAYS BANK PLC
$300K
HISFFIRST TR EXCHANGE-TRADED FD
$299K
CSCOCISCO SYS INC
$275K
MUMICRON TECHNOLOGY INC
$273K
SWEDISH EXPT CR CORP
$271K
URAGLOBAL X FDS
$269K
PICKISHARES INC
$267K
GMGENERAL MTRS CO
$266K
ACNACCENTURE PLC IRELAND
$264K
COPXGLOBAL X FDS
$253K
PFFAETFIS SER TR I
$252K
SGDJSPROTT ETF TRUST
$245K
BRK/BBERKSHIRE HATHAWAY INC DEL
$244K
AVUVAMERICAN CENTY ETF TR
$243K
FMCFMC CORP
$239K
RINGISHARES INC
$238K
CHTRCHARTER COMMUNICATIONS INC N
$236K
YUMYUM BRANDS INC
$226K
VBVANGUARD INDEX FDS
$219K
0VVBVIACOMCBS INC
$218K
VALEVALE S A
$215K
CRMSALESFORCE COM INC
$213K
AG8AGILENT TECHNOLOGIES INC
$205K
AMDADVANCED MICRO DEVICES INC
$204K
BHP GROUP PLC
$200K
OREUROSISKO GOLD ROYALTIES LTD
$193K
WRNWESTERN COPPER & GOLD CORP
$181K
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