Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2014 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
MICROSOFT CORP | 12 | Q3 2023 | 6.7% |
FIRST TR EXCHANGE-TRADED FD | 12 | Q3 2023 | 7.7% |
APPLE INC | 12 | Q3 2023 | 7.8% |
AMAZON COM INC | 12 | Q3 2023 | 8.0% |
ALPHABET INC | 12 | Q3 2023 | 3.9% |
EXXON MOBIL CORP | 12 | Q3 2023 | 2.8% |
NVIDIA CORPORATION | 12 | Q3 2023 | 2.6% |
VISA INC | 12 | Q3 2023 | 3.4% |
JOHNSON & JOHNSON | 12 | Q3 2023 | 4.0% |
COSTCO WHSL CORP NEW | 12 | Q3 2023 | 2.3% |
View Synergy Asset Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-18 |
13F-HR | 2024-01-19 |
13F-HR | 2023-11-14 |
13F-HR | 2023-08-02 |
13F-HR | 2023-05-15 |
13F-HR | 2023-02-10 |
13F-HR | 2022-11-09 |
13F-HR | 2022-08-08 |
13F-HR | 2022-05-05 |
13F-HR | 2022-02-04 |
View Synergy Asset Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.