Synergy Asset Management, LLC Q3 2022 Filing

Filed November 9, 2022

Portfolio Value

$370.6M

Holdings

107

Report Date

Q3 2022

Filing Type

13F-HR

All Holdings (107 positions)

StockValue
BILSPDR SER TR
$92.4M
FTSMFIRST TR EXCHANGE-TRADED FD
$26.6M
MSFTMICROSOFT CORP
$11.9M
SPDNDIREXION SHS ETF TR
$11.6M
JPSTJ P MORGAN EXCHANGE TRADED F
$10.9M
TBFPROSHARES TR
$10.8M
FLOTISHARES TR
$10.6M
XOMEXXON MOBIL CORP
$10.3M
FMFFIRST TR EXCHANGE-TRADED FD
$7.4M
BRK/BBERKSHIRE HATHAWAY INC DEL
$7.3M
SIVRABRDN SILVER ETF TRUST
$7.1M
USDUWISDOMTREE TR
$7.1M
EPDENTERPRISE PRODS PARTNERS L
$6.6M
FANGDIAMONDBACK ENERGY INC
$6.5M
AAPLAPPLE INC
$6.5M
AVGOBROADCOM INC
$5.8M
RTXRAYTHEON TECHNOLOGIES CORP
$5.4M
AMZNAMAZON COM INC
$4.9M
GRMNGARMIN LTD
$4.5M
GOOGLALPHABET INC
$4.4M
TMOTHERMO FISHER SCIENTIFIC INC
$4.2M
METAMETA PLATFORMS INC
$3.7M
TSCOTRACTOR SUPPLY CO
$3.7M
MNSTMONSTER BEVERAGE CORP NEW
$3.7M
BSXBOSTON SCIENTIFIC CORP
$3.6M
WBAWALGREENS BOOTS ALLIANCE INC
$3.5M
ICEINTERCONTINENTAL EXCHANGE IN
$3.4M
JPMJPMORGAN CHASE & CO
$3.4M
QCOMQUALCOMM INC
$3.3M
SSNCSS&C TECHNOLOGIES HLDGS INC
$3.3M
MSMMSC INDL DIRECT INC
$3.2M
LYBLYONDELLBASELL INDUSTRIES N
$3.1M
AMDADVANCED MICRO DEVICES INC
$3.1M
EMREMERSON ELEC CO
$3.1M
WRBBERKLEY W R CORP
$3.0M
SPLVINVESCO EXCH TRADED FD TR II
$3.0M
GDGENERAL DYNAMICS CORP
$2.8M
SNYSANOFI
$2.7M
BACVERIZON COMMUNICATIONS INC
$2.7M
ABBVABBVIE INC
$2.5M
DOCHEALTHPEAK PROPERTIES INC
$2.2M
OREALTY INCOME CORP
$2.1M
MOALTRIA GROUP INC
$2.1M
BXBLACKSTONE INC
$2.1M
CSCOCISCO SYS INC
$2.1M
WMBWILLIAMS COS INC
$2.1M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$1.8M
SPYSPDR S&P 500 ETF TR
$1.6M
COSTCOSTCO WHSL CORP NEW
$1.5M
HIGHARTFORD FINL SVCS GROUP INC
$1.1M
MPCMARATHON PETE CORP
$1.1M
VTIVANGUARD INDEX FDS
$1.1M
ZTSZOETIS INC
$1.1M
SLBSCHLUMBERGER LTD
$1.0M
CVXCHEVRON CORP NEW
$1.0M
TTWOTAKE-TWO INTERACTIVE SOFTWAR
$1.0M
VGSHVANGUARD SCOTTSDALE FDS
$1.0M
AGCOAGCO CORP
$1.0M
MOSMOSAIC CO NEW
$999K
VTRSVIATRIS INC
$985K
TSNTYSON FOODS INC
$968K
CBRECBRE GROUP INC
$964K
CMCSACOMCAST CORP NEW
$934K
INTCINTEL CORP
$918K
FDXFEDEX CORP
$789K
MRKMERCK & CO INC
$739K
VLOVALERO ENERGY CORP
$676K
JNJJOHNSON & JOHNSON
$639K
MAMASTERCARD INCORPORATED
$580K
ADPAUTOMATIC DATA PROCESSING IN
$577K
KOCOCA COLA CO
$487K
LOWLOWES COS INC
$457K
UNHUNITEDHEALTH GROUP INC
$437K
PGPROCTER AND GAMBLE CO
$435K
IAGGISHARES TR
$428K
NEENEXTERA ENERGY INC
$408K
BACBK OF AMERICA CORP
$356K
TSLATESLA INC
$330K
ABTABBOTT LABS
$329K
NVDANVIDIA CORPORATION
$317K
PFEPFIZER INC
$308K
AGGISHARES TR
$306K
CRMSALESFORCE INC
$295K
CWISPDR INDEX SHS FDS
$282K
DHRDANAHER CORPORATION
$280K
PICKISHARES INC
$250K
BABOEING CO
$249K
WMTWALMART INC
$246K
PALLABRDN PALLADIUM ETF TRUST
$244K
TECK/BTECK RESOURCES LTD
$242K
ACNACCENTURE PLC IRELAND
$238K
MCDMCDONALDS CORP
$237K
DISDISNEY WALT CO
$237K
MMM3M CO
$236K
CVSCVS HEALTH CORP
$234K
VVISA INC
$231K
HDHOME DEPOT INC
$229K
LITGLOBAL X FDS
$225K
BARCLAYS BANK PLC
$224K
DBBINVESCO DB MULTI-SECTOR COMM
$220K
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