Synergy Asset Management, LLC Q3 2023 Filing
Filed November 14, 2023
Portfolio Value
$504.4B
Holdings
129
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (129 positions)
| Stock | Value |
|---|---|
BILSPDR SER TR | $60K |
MSFTMICROSOFT CORP | $26K |
FTSMFIRST TR EXCHANGE-TRADED FD | $26K |
AAPLAPPLE INC | $18K |
SGOVISHARES TR | $16K |
GAUGFIRST TR EXCHNG TRADED FD VI | $16K |
AMZNAMAZON COM INC | $11K |
METAMETA PLATFORMS INC | $10K |
GOOGLALPHABET INC | $10K |
FLOTISHARES TR | $9K |
TSLATESLA INC | $9K |
VPCETFIS SER TR I | $9K |
AMDADVANCED MICRO DEVICES INC | $9K |
FTSLFIRST TR EXCHANGE-TRADED FD | $9K |
TBFPROSHARES TR | $9K |
UNHUNITEDHEALTH GROUP INC | $8K |
EPDENTERPRISE PRODS PARTNERS L | $8K |
ICEINTERCONTINENTAL EXCHANGE IN | $8K |
GLWCORNING INC | $8K |
TMOTHERMO FISHER SCIENTIFIC INC | $8K |
CVSCVS HEALTH CORP | $7K |
RMERESMED INC | $7K |
ONON SEMICONDUCTOR CORP | $7K |
NVDANVIDIA CORPORATION | $7K |
DC4DEXCOM INC | $6K |
NOWSERVICENOW INC | $6K |
DHRDANAHER CORPORATION | $6K |
RTXRTX CORPORATION | $5K |
KOCOCA COLA CO | $5K |
FANGDIAMONDBACK ENERGY INC | $5K |
JPMJPMORGAN CHASE & CO | $4K |
LMTLOCKHEED MARTIN CORP | $4K |
PFEPFIZER INC | $4K |
JNPJUNIPER NETWORKS INC | $3K |
EFVISHARES TR | $3K |
KHCKRAFT HEINZ CO | $3K |
BACVERIZON COMMUNICATIONS INC | $3K |
ENBENBRIDGE INC | $3K |
SONSONOCO PRODS CO | $3K |
MOALTRIA GROUP INC | $3K |
WECWEC ENERGY GROUP INC | $3K |
OKEONEOK INC NEW | $3K |
AEEAMEREN CORP | $3K |
NVSNNOVARTIS AG | $3K |
GILDGILEAD SCIENCES INC | $3K |
BMYBRISTOL-MYERS SQUIBB CO | $3K |
IVALEA SERIES TRUST | $3K |
GISGENERAL MLS INC | $3K |
SNYSANOFI | $3K |
ESEVERSOURCE ENERGY | $3K |
XOMEXXON MOBIL CORP | $2K |
BACBANK AMERICA CORP | $2K |
IPKWINVESCO EXCH TRADED FD TR II | $2K |
MCDMCDONALDS CORP | $2K |
ABTABBOTT LABS | $2K |
XLESELECT SECTOR SPDR TR | $2K |
IDMOINVESCO EXCH TRADED FD TR II | $2K |
4I1PHILIP MORRIS INTL INC | $2K |
VTIVANGUARD INDEX FDS | $2K |
IVLUISHARES TR | $2K |
LINLINDE PLC | $1K |
VVISA INC | $1K |
GDGENERAL DYNAMICS CORP | $1K |
CVXCHEVRON CORP NEW | $1K |
RSPGINVESCO EXCHANGE TRADED FD T | $1K |
MAMASTERCARD INCORPORATED | $1K |
CRMSALESFORCE INC | $1K |
CSXCSX CORP | $1K |
APDAIR PRODS & CHEMS INC | $1K |
SPYSPDR S&P 500 ETF TR | $1K |
COSTCOSTCO WHSL CORP NEW | $1K |
FISVFISERV INC | $1K |
MRKMERCK & CO INC | $1K |
HONHONEYWELL INTL INC | $1K |
PPHVANECK ETF TRUST | $1K |
GPKGRAPHIC PACKAGING HLDG CO | $1K |
UNPUNION PAC CORP | $1K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $1K |
KIESPDR SER TR | $1K |
JNJJOHNSON & JOHNSON | $0 |
PGRPROGRESSIVE CORP | $0 |
VGSHVANGUARD SCOTTSDALE FDS | $0 |
VVVANGUARD INDEX FDS | $0 |
SBUXSTARBUCKS CORP | $0 |
DFACDIMENSIONAL ETF TRUST | $0 |
QUALISHARES TR | $0 |
SXCSUNCOKE ENERGY INC | $0 |
FEMBFIRST TR EXCH TRADED FD III | $0 |
GLRYNORTHERN LTS FD TR IV | $0 |
HYGHISHARES U S ETF TR | $0 |
HYHGPROSHARES TR | $0 |
GQ9SPDR GOLD TR | $0 |
DYNFBLACKROCK ETF TRUST | $0 |
NEENEXTERA ENERGY INC | $0 |
VEUVANGUARD INTL EQUITY INDEX F | $0 |
OZBELPOINTE PREP LLC | $0 |
WMTWALMART INC | $0 |
FFIVF5 INC | $0 |
FCXFREEPORT-MCMORAN INC | $0 |
VOEVANGUARD INDEX FDS | $0 |
Page 1 of 2Next