Synergy Asset Management, LLC Q4 2024 Filing

Filed January 23, 2025

Portfolio Value

$1.3T

Holdings

877

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (877 positions)

StockValue
BWXSPDR SER TR
$182.0M
IBNDSPDR SER TR
$180.9M
PEPPEPSICO INC
$178.5M
FCVTFIRST TR EXCHANGE-TRADED FD
$168.6M
MLB1MERCADOLIBRE INC
$164.2M
CPERUNITED STS COMMODITY INDEX F
$161.2M
XSMOINVESCO EXCHANGE TRADED FD T
$157.8M
4I1PHILIP MORRIS INTL INC
$157.3M
XLESELECT SECTOR SPDR TR
$151.4M
MTTR*MATTERPORT INC
$150.1M
RDVYFIRST TR EXCHANGE-TRADED FD
$148.3M
QQHNORTHERN LTS FD TR III
$143.4M
DBEFDBX ETF TR
$141.9M
ITBISHARES TR
$138.0M
GATOGATOS SILVER INC
$137.8M
VBRVANGUARD INDEX FDS
$137.5M
TBILRBB FD INC
$135.5M
HLHECLA MNG CO
$134.5M
CLSKCLEANSPARK INC
$133.4M
EROERO COPPER CORP
$129.3M
RMERESMED INC
$129.2M
GDXVANECK ETF TRUST
$129.0M
EFRENERGY FUELS INC
$127.4M
VOOVANGUARD INDEX FDS
$124.0M
HYGHISHARES U S ETF TR
$121.6M
NWPXNORTHWEST PIPE CO
$120.9M
GEVGE VERNOVA INC
$114.0M
PDIPIMCO DYNAMIC INCOME FD
$111.5M
VNQVANGUARD INDEX FDS
$108.7M
EMMFWISDOMTREE TR
$108.2M
INTCINTEL CORP
$107.9M
ANGLVANECK ETF TRUST
$107.8M
NOBLPROSHARES TR
$99.2M
CATHGLOBAL X FDS
$98.7M
PHYS/USPROTT PHYSICAL GOLD TR
$96.4M
WWJDNORTHERN LTS FD TR IV
$96.2M
TMUST-MOBILE US INC
$92.5M
GSGOLDMAN SACHS GROUP INC
$90.1M
IGMISHARES TR
$89.2M
0VVBPARAMOUNT GLOBAL
$88.4M
IWMISHARES TR
$87.7M
BGLDFIRST TR EXCHANGE-TRADED FD
$87.3M
EFAVISHARES TR
$84.7M
TMOTHERMO FISHER SCIENTIFIC INC
$82.9M
HDMVFIRST TR EXCH TRADED FD III
$81.4M
PCYINVESCO EXCH TRADED FD TR II
$80.8M
GSGISHARES S&P GSCI COMMODITY-
$79.8M
HEFAISHARES TR
$76.7M
MGKVANGUARD WORLD FD
$75.9M
VPCETFIS SER TR I
$75.8M
FBCGFIDELITY COVINGTON TRUST
$73.2M
SOXXISHARES TR
$70.6M
DISDISNEY WALT CO
$70.2M
FBTCFIDELITY WISE ORIGIN BITCOIN
$69.6M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$67.4M
FANGDIAMONDBACK ENERGY INC
$67.2M
IVVISHARES TR
$66.7M
WTMFWISDOMTREE TR
$64.8M
NOCNORTHROP GRUMMAN CORP
$63.9M
PFEPFIZER INC
$63.5M
EMREMERSON ELEC CO
$61.8M
ESGUISHARES TR
$61.6M
MRVLMARVELL TECHNOLOGY INC
$61.0M
FNYFIRST TR EXCHANGE-TRADED ALP
$60.0M
HISFFIRST TR EXCHANGE-TRADED FD
$59.2M
TGTXTG THERAPEUTICS INC
$58.5M
ONON SEMICONDUCTOR CORP
$58.2M
XLKSELECT SECTOR SPDR TR
$56.7M
COPCONOCOPHILLIPS
$56.3M
CLCOLGATE PALMOLIVE CO
$55.6M
USRTISHARES TR
$54.4M
SPYVSPDR SER TR
$54.0M
VTWVVANGUARD SCOTTSDALE FDS
$51.5M
ENBENBRIDGE INC
$51.3M
EFAISHARES TR
$51.3M
SHVISHARES TR
$51.1M
DLNWISDOMTREE TR
$50.4M
FAIFIRST TR EXCHANGE-TRADED FD
$50.3M
IHIISHARES TR
$48.8M
SPDNDIREXION SHS ETF TR
$47.4M
GEHCGE HEALTHCARE TECHNOLOGIES I
$46.9M
ORCLORACLE CORP
$46.9M
VONEVANGUARD SCOTTSDALE FDS
$46.8M
FDLFIRST TR MORNINGSTAR DIVID L
$46.1M
ORLYOREILLY AUTOMOTIVE INC
$46.1M
PSAPUBLIC STORAGE OPER CO
$45.9M
ODFLOLD DOMINION FREIGHT LINE IN
$45.7M
PBRPETROLEO BRASILEIRO SA PETRO
$44.8M
SMHVANECK ETF TRUST
$44.7M
DSIISHARES TR
$43.5M
CPAYCORPAY INC
$43.2M
JCIJOHNSON CTLS INTL PLC
$42.1M
NOWSERVICENOW INC
$42.0M
SHOPSHOPIFY INC
$41.7M
MSMMSC INDL DIRECT INC
$41.5M
CSXCSX CORP
$41.2M
SPGSIMON PPTY GROUP INC NEW
$40.9M
IPKWINVESCO EXCH TRADED FD TR II
$40.1M
IQVIQVIA HLDGS INC
$40.0M
ORIOLD REP INTL CORP
$39.0M
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