Synergy Asset Management, LLC Q2 2024 Filing

Filed August 5, 2024

Portfolio Value

$638.6B

Holdings

140

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (140 positions)

#StockSharesValue% PortfolioType
101
HODLVANECK BITCOIN TR
3,001$00.00%
102
VSGXVANGUARD WORLD FD
3,821$00.00%
103
CSCOCISCO SYS INC
7,323$00.00%
104
MCKMCKESSON CORP
349$00.00%
105
FEMBFIRST TR EXCH TRADED FD III
9,281$00.00%
106
PICKISHARES INC
5,185$00.00%
107
GRIDFIRST TR EXCHANGE TRADED FD
1,919$00.00%
108
OZBELPOINTE PREP LLC
5,225$00.00%
109
EQXEQUINOX GOLD CORP
25,964$00.00%
110
NEENEXTERA ENERGY INC
5,772$00.00%
111
VIGVANGUARD SPECIALIZED FUNDS
3,707$00.00%
112
VFQYVANGUARD WELLINGTON FD
1,882$00.00%
113
NDQINVESCO QQQ TR
572$00.00%
114
HONHONEYWELL INTL INC
4,083$00.00%
115
GBTCGRAYSCALE BITCOIN TR BTC
4,240$00.00%
116
HTDCORCEPT THERAPEUTICS INC
6,752$00.00%
117
FFIVF5 INC
1,602$00.00%
118
ESGDISHARES TR
2,896$00.00%
119
PBRPETROLEO BRASILEIRO SA PETRO
14,058$00.00%
120
RMERESMED INC
2,068$00.00%
121
CIENCIENA CORP
12,204$00.00%
122
CITHE CIGNA GROUP
1,803$00.00%
123
TECK/BTECK RESOURCES LTD
6,992$00.00%
124
MVISMICROVISION INC DEL
12,583$00.00%
125
DFACDIMENSIONAL ETF TRUST
8,210$00.00%
126
FTSLFIRST TR EXCHANGE-TRADED FD
4,987$00.00%
127
GPKGRAPHIC PACKAGING HLDG CO
30,346$00.00%
128
FBCGFIDELITY COVINGTON TRUST
6,880$00.00%
129
VALEVALE S A
17,848$00.00%
130
ICVTISHARES TR
3,449$00.00%
131
TMTOYOTA MOTOR CORP
3,785$00.00%
132
MOALTRIA GROUP INC
13,317$00.00%
133
PGPROCTER AND GAMBLE CO
3,024$00.00%
134
IJTISHARES TR
1,571$00.00%
135
VOTVANGUARD INDEX FDS
1,185$00.00%
136
GOOGALPHABET INC
1,104$00.00%
137
PSLV/USPROTT PHYSICAL SILVER TR
12,977$00.00%
138
BABOEING CO
1,805$00.00%
139
JHMMJOHN HANCOCK EXCHANGE TRADED
6,256$00.00%
140
FLEXSHARES TR
1,390$00.00%
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