ZynergyRetirementPlanningLLC Q1 2025 Filing
Filed April 24, 2025
Portfolio Value
$141.0B
Holdings
115
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (115 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | DJTTRUMP MEDIA & TECHNOLOGY GRO | 50 | $1.7M | 0.00% | |
| 102 | SUSCISHARES TR | 73 | $1.7M | 0.00% | |
| 103 | PFEPFIZER INC | 59 | $1.6M | 0.00% | |
| 104 | CHRDCHORD ENERGY CORPORATION | 13 | $1.5M | 0.00% | |
| 105 | AZNASTRAZENECA PLC | 21 | $1.4M | 0.00% | |
| 106 | UTFCOHEN & STEERS INFRASTRUCTUR | 50 | $1.2M | 0.00% | |
| 107 | CMCSACOMCAST CORP NEW | 25 | $938K | 0.00% | |
| 108 | VWOVANGUARD INTL EQUITY INDEX F | 20 | $881K | 0.00% | |
| 109 | SOLVSOLVENTUM CORP | 11 | $727K | 0.00% | |
| 110 | MDTMEDTRONIC PLC | 9 | $719K | 0.00% | |
| 111 | MRKMERCK & CO INC | 3 | $298K | 0.00% | |
| 112 | WBDWARNER BROS DISCOVERY INC | 25 | $264K | 0.00% | |
| 113 | BDXBECTON DICKINSON & CO | 1 | $227K | 0.00% | |
| 114 | CIMCHIMERA INVT CORP | 6 | $84K | 0.00% | |
| 115 | FFORD MTR CO | 1 | $10K | 0.00% |
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