SF

Synergy Financial Group, LTD

13F
Synergy Financial Group, LTD
Last update 2024-08-13 82 Stocks (7 new)
Value $95.00 Mil Turnover 6 %
Countries:
Top Holdings: NVDA(8.86%)AMZN(8.55%)MSFT(8.38%)AAPL(5.00%)TTD(4.88%)
Portfolio Report
Summary Stock Picks Current Portfolio
Synergy Financial Group, LTD Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NVDA 		NVIDIA Corp
68,472
8459.050
+2.26%
8.860
+0.20%
0.000
+40.65%
+198.17%
3621363.900
Semiconductors
AMZN 		Amazon.com Inc
42,232
8161.330
-0.08%
8.550
-0.01%
0.000
+25.56%
+37.01%
2189014.992
Retail - Cyclical
MSFT 		Microsoft Corp
17,886
7994.160
-3.04%
8.380
-0.27%
0.000
+5.12%
+12.98%
3141534.523
Software
AAPL 		Apple Inc
22,679
4776.570
+5.98%
5.000
+0.28%
0.000
+6.64%
+18.46%
3430687.188
Hardware
TTD 		The Trade Desk Inc
47,652
4654.170
-2.79%
4.880
-0.13%
0.010
+41.76%
+73.89%
61760.904
Software
SHOP 		Shopify Inc
63,736
4209.760
+1.23%
4.410
+0.05%
0.000
+27.09%
+11.84%
112818.146
Software
ANET 		Arista Networks Inc
11,112
3894.530
+4.29%
4.080
+0.17%
0.000
+19.72%
+70.04%
126117.676
Hardware
GOOG 		Alphabet Inc
18,763
3441.510
-0.66%
3.610
-0.02%
0.000
+9.92%
+27.94%
2191538.690
Interactive Media
META 		Meta Platforms Inc
6,488
3271.380
+4.02%
3.430
+0.13%
0.000
+15.78%
+67.05%
1488185.990
Interactive Media
NFLX 		Netflix Inc
4,429
2989.040
-1.45%
3.130
-0.04%
0.000
+26.13%
+63.29%
339846.299
Media - Diversified

Synergy Financial Group, LTD's Historical Top Holdings Breakdowns

Synergy Financial Group, LTD's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
TMFC 		Motley Fool 100 Index ETF2024-06-30New Buy
+1.36%
●
46.69 ($50.38) 54.23
$59.64
18.38%
New holding
24,059
24,059
WIX 		Wix.com Ltd2024-06-30Sold Out
-0.69%
●
118.87 ($143.66) 176.01
$172.50
20.08%
Sold Out
0
-4,429
SQ 		Block Inc2024-06-30Sold Out
-0.55%
●
61.9 ($69.96) 81.46
$74.56
6.58%
Sold Out
0
-5,795
NKE 		Nike Inc2024-06-30Sold Out
-0.50%
●
75.37 ($92.94) 97.18
$75.88
-18.36%
Sold Out
0
-4,719
BUFR 		FT Vest Laddered Buffer ETF2024-06-30New Buy
+0.42%
●
27.33 ($28.22) 28.95
$30.49
8.04%
New holding
13,917
13,917
PAYC 		Paycom Software Inc2024-06-30Reduce
-0.37%
●
140.99 ($171.46) 207.82
$228.75
33.41%
Reduce -43.3%
2,138
-1,633
ADBE 		Adobe Inc2024-06-30New Buy
+0.32%
●
439.02 ($484.22) 555.54
$494.68
2.16%
New holding
555
555
NICE 		NICE Ltd2024-06-30Sold Out
-0.29%
●
161.78 ($205.74) 254.61
$189.99
-7.66%
Sold Out
0
-971
AAPL 		Apple Inc2024-06-30Add
+0.28%
●
165 ($186.49) 216.67
$226.96
21.70%
Add 5.98%
22,679
1,279
MSFT 		Microsoft Corp2024-06-30Reduce
-0.27%
●
389.33 ($422.32) 452.85
$422.54
0.05%
Reduce -3.04%
17,886
-561

Synergy Financial Group, LTD Total Holding History ($B)

To

Synergy Financial Group, LTD's Asset Allocation

To

Synergy Financial Group, LTD Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Synergy Financial Group, LTD's Hypothetical Growth since 2024-06-30

Synergy Financial Group, LTD's Yearly Returns

Year Portfolio % % Excess Gain %

Synergy Financial Group, LTD's Holdings Heat Map

Size field:

Synergy Financial Group, LTD's Holdings Bubble Chart

Synergy Financial Group, LTD News

  • 1

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