Synergy Asset Management, LLC Q4 2024 Filing
Filed January 23, 2025
Portfolio Value
$1.3B
Holdings
877
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (877 positions)
| Stock | Value |
|---|---|
VEAVANGUARD TAX-MANAGED FDS | $8K |
MINMFS INTER INCOME TR | $8K |
IXCISHARES TR | $8K |
MFCMANULIFE FINL CORP | $8K |
XEXGXEATON VANCE TAX-MANAGED GLOB | $8K |
SCHKSCHWAB STRATEGIC TR | $8K |
MSCIMSCI INC | $8K |
KXIISHARES TR | $8K |
SPMBSPDR SER TR | $8K |
IWDISHARES TR | $8K |
NHINATIONAL HEALTH INVS INC | $8K |
IWFISHARES TR | $8K |
OXSQOXFORD SQUARE CAP CORP | $8K |
JNPJUNIPER NETWORKS INC | $8K |
EVRGEVERGY INC | $8K |
BROSDUTCH BROS INC | $8K |
MASMASCO CORP | $8K |
GLPIGAMING & LEISURE PPTYS INC | $7K |
EPAMEPAM SYS INC | $7K |
FLOTISHARES TR | $7K |
VPUVANGUARD WORLD FD | $7K |
METMETLIFE INC | $7K |
NKENIKE INC | $7K |
TBJLINNOVATOR ETFS TRUST | $7K |
NNNNNN REIT INC | $7K |
ETSYETSY INC | $7K |
GISGENERAL MLS INC | $7K |
XYLDGLOBAL X FDS | $7K |
JGHNUVEEN GLOBAL HIGH INCOME FD | $7K |
VOXVANGUARD WORLD FD | $7K |
MGVVANGUARD WORLD FD | $7K |
GDDYGODADDY INC | $7K |
VMBSVANGUARD SCOTTSDALE FDS | $7K |
HAUZDBX ETF TR | $7K |
EXPEAGLE MATLS INC | $7K |
TFCTRUIST FINL CORP | $7K |
SCHDSCHWAB STRATEGIC TR | $6K |
CMICUMMINS INC | $6K |
IWPISHARES TR | $6K |
PSXPHILLIPS 66 | $6K |
VBVANGUARD INDEX FDS | $6K |
SCHMSCHWAB STRATEGIC TR | $6K |
EQIXEQUINIX INC | $6K |
GLOBGLOBANT S A | $6K |
EPPISHARES INC | $6K |
JWNUSDNORDSTROM INC | $6K |
RCREADY CAPITAL CORP | $6K |
DKSDICKS SPORTING GOODS INC | $6K |
ACIOETF SER SOLUTIONS | $6K |
OMFONEMAIN HLDGS INC | $6K |
MRNAMODERNA INC | $6K |
RSPINVESCO EXCHANGE TRADED FD T | $6K |
UALUNITED AIRLS HLDGS INC | $6K |
LYFTLYFT INC | $6K |
FCXFREEPORT-MCMORAN INC | $6K |
YUMYUM BRANDS INC | $6K |
FVDFIRST TR VALUE LINE DIVID IN | $6K |
PFIINVESCO EXCHANGE TRADED FD T | $6K |
HIMSHIMS & HERS HEALTH INC | $6K |
SLMSLM CORP | $6K |
TBFPROSHARES TR | $5K |
HDBHDFC BANK LTD | $5K |
ILFISHARES TR | $5K |
LSEALANDSEA HOMES CORP | $5K |
BSVVANGUARD BD INDEX FDS | $5K |
JPSTJ P MORGAN EXCHANGE TRADED F | $5K |
TAKTAKEDA PHARMACEUTICAL CO LTD | $5K |
INVHINVITATION HOMES INC | $5K |
WFGWEST FRASER TIMBER CO LTD | $5K |
XARSPDR SER TR | $5K |
DC4DEXCOM INC | $5K |
JRINUVEEN REAL ASSET INCOME & G | $5K |
MUSAMURPHY USA INC | $5K |
DRIDARDEN RESTAURANTS INC | $5K |
CPRTCOPART INC | $5K |
NAPRINNOVATOR ETFS TRUST | $5K |
VDCVANGUARD WORLD FD | $5K |
INTAINTAPP INC | $5K |
UPSUNITED PARCEL SERVICE INC | $5K |
NTESNETEASE INC | $5K |
SYYSYSCO CORP | $5K |
CNMCORE & MAIN INC | $5K |
RIORIO TINTO PLC | $5K |
QTECFIRST TR NASDAQ 100 TECH IND | $5K |
PJULINNOVATOR ETFS TRUST | $5K |
PAPRINNOVATOR ETFS TRUST | $5K |
NJULINNOVATOR ETFS TRUST | $5K |
NJANINNOVATOR ETFS TRUST | $5K |
XLGIXLAZARD GLOBAL TOTAL RETURN & | $5K |
PJANINNOVATOR ETFS TRUST | $5K |
NOCTINNOVATOR ETFS TRUST | $4K |
POCTINNOVATOR ETFS TRUST | $4K |
SPEMSPDR INDEX SHS FDS | $4K |
SCHPSCHWAB STRATEGIC TR | $4K |
CTRACOTERRA ENERGY INC | $4K |
XJQCXNUVEEN CR STRATEGIES INCOME | $4K |
HIGHARTFORD FINL SVCS GROUP INC | $4K |
EEMISHARES TR | $4K |
SCZISHARES TR | $4K |
MPCMARATHON PETE CORP | $4K |