$8.87 Billion is the total value of SYNOVUS FINANCIAL CORP's 1588 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 13.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GPN | Buy | GLOBAL PMTS INC | $866,118,406 | +6.0% | 8,229,933 | +0.1% | 9.76% | +4.8% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $707,954,271 | +14.0% | 2,897,536 | +0.0% | 7.98% | +12.7% |
| AAPL | Buy | APPLE INC | $199,597,679 | +27.4% | 1,210,413 | +0.4% | 2.25% | +25.9% |
| MSFT | Buy | MICROSOFT CORP | $161,395,869 | +21.4% | 559,812 | +1.0% | 1.82% | +20.0% |
| IWP | Buy | ISHARES TRrus md cp gr etf | $132,944,883 | +9.2% | 1,460,131 | +0.3% | 1.50% | +7.9% |
| SO | Buy | SOUTHERN CO | $117,664,411 | -1.8% | 1,691,069 | +0.8% | 1.33% | -2.9% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $99,430,821 | +634.0% | 1,028,237 | +618.3% | 1.12% | +627.3% |
| AFL | Buy | AFLAC INC | $81,619,328 | -9.4% | 1,265,024 | +1.0% | 0.92% | -10.4% |
| SPTI | Buy | SPDR SER TRportfli intrmdit | $62,947,387 | +2.8% | 2,175,102 | +0.3% | 0.71% | +1.6% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $59,169,710 | +20.1% | 476,926 | +10.3% | 0.67% | +18.7% |
| IEMG | Buy | ISHARES INCcore msci emkt | $56,734,385 | +11.4% | 1,162,826 | +6.7% | 0.64% | +10.0% |
| JPM | Buy | JPMORGAN CHASE & CO | $51,218,425 | -2.8% | 393,050 | +0.0% | 0.58% | -4.0% |
| CWI | Buy | SPDR INDEX SHS FDSmsci acwi exus | $48,291,740 | +7.6% | 1,876,863 | +0.6% | 0.54% | +6.2% |
| MTUM | New | ISHARES TRmsci usa mmentm | $47,662,345 | – | 342,796 | +100.0% | 0.54% | – |
| VGIT | Buy | VANGUARD SCOTTSDALE FDSinter term treas | $46,754,662 | +3.1% | 779,764 | +0.6% | 0.53% | +1.9% |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $46,360,750 | +11.6% | 564,274 | +10.3% | 0.52% | +10.1% |
| XOM | Buy | EXXON MOBIL CORP | $46,207,630 | -0.2% | 421,373 | +0.4% | 0.52% | -1.3% |
| LMT | Buy | LOCKHEED MARTIN CORP | $34,765,075 | -1.5% | 73,544 | +1.4% | 0.39% | -2.7% |
| PRF | Buy | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $34,763,566 | +5.1% | 221,735 | +4.0% | 0.39% | +4.0% |
| MCD | Buy | MCDONALDS CORP | $34,621,981 | +7.3% | 123,824 | +1.1% | 0.39% | +6.0% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $30,545,520 | +3.9% | 756,081 | +0.2% | 0.34% | +2.7% |
| GIS | Buy | GENERAL MLS INC | $27,327,825 | +3.3% | 319,774 | +1.4% | 0.31% | +2.0% |
| AGG | Buy | ISHARES TRcore us aggbd et | $26,996,463 | +8.1% | 270,944 | +5.2% | 0.30% | +6.7% |
| T | Buy | AT&T INC | $24,311,506 | +13.6% | 1,262,938 | +8.7% | 0.27% | +12.3% |
| HON | Buy | HONEYWELL INTL INC | $22,868,893 | -6.6% | 119,657 | +4.8% | 0.26% | -7.5% |
| AVGO | Buy | BROADCOM INC | $21,438,086 | +15.1% | 33,416 | +0.3% | 0.24% | +14.2% |
| DRI | Buy | DARDEN RESTAURANTS INC | $20,726,299 | +12.9% | 133,582 | +0.7% | 0.23% | +12.0% |
| COST | Buy | COSTCO WHSL CORP NEW | $20,780,251 | +10.2% | 41,820 | +1.2% | 0.23% | +8.8% |
| FB | Buy | META PLATFORMS INCcl a | $19,939,129 | +79.8% | 94,079 | +2.1% | 0.22% | +78.6% |
| JEPI | Buy | J P MORGAN EXCHANGE TRADED Fequity premium | $18,716,827 | +12.0% | 342,798 | +11.8% | 0.21% | +11.1% |
| ENB | Buy | ENBRIDGE INC | $17,947,525 | +0.0% | 470,450 | +2.5% | 0.20% | -1.5% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $17,392,144 | +6.9% | 52,286 | +6.5% | 0.20% | +5.4% |
| QGRO | Buy | AMERICAN CENTY ETF TRstoxx us qlty | $17,198,676 | +13.3% | 267,815 | +1.8% | 0.19% | +12.1% |
| VFH | Buy | VANGUARD WORLD FDSfinancials etf | $16,147,441 | +1.4% | 207,310 | +7.7% | 0.18% | 0.0% |
| AMGN | Buy | AMGEN INC | $16,052,794 | -4.2% | 66,405 | +4.1% | 0.18% | -5.2% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $15,563,648 | +7.3% | 223,232 | +2.6% | 0.18% | +6.1% |
| VOO | Buy | VANGUARD INDEX FDS | $14,994,906 | +8.6% | 39,872 | +1.4% | 0.17% | +7.0% |
| TFC | Buy | TRUIST FINL CORP | $14,263,980 | -14.8% | 418,297 | +7.6% | 0.16% | -15.7% |
| New | LINDE PLC | $14,191,689 | – | 39,927 | +100.0% | 0.16% | – | |
| TJX | Buy | TJX COS INC NEW | $13,505,307 | +9.5% | 172,349 | +11.2% | 0.15% | +7.8% |
| MO | Buy | ALTRIA GROUP INC | $13,353,812 | -1.6% | 299,277 | +0.8% | 0.15% | -3.2% |
| DOW | Buy | DOW INC | $12,821,078 | +11.1% | 233,876 | +2.1% | 0.14% | +9.1% |
| ACWX | Buy | ISHARES TRmsci acwi ex us | $12,010,686 | +30.1% | 246,272 | +21.4% | 0.14% | +28.6% |
| ORCL | Buy | ORACLE CORP | $11,831,884 | +22.7% | 127,333 | +7.9% | 0.13% | +20.9% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $11,366,696 | -0.0% | 86,708 | +7.4% | 0.13% | -1.5% |
| PM | Buy | PHILIP MORRIS INTL INC | $11,153,167 | -3.0% | 114,685 | +0.9% | 0.13% | -3.8% |
| AZN | Buy | ASTRAZENECA PLCsponsored adr | $10,638,081 | +3.7% | 153,264 | +1.3% | 0.12% | +2.6% |
| VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $10,189,503 | +20.9% | 52,277 | +11.5% | 0.12% | +19.8% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $8,569,986 | +22.8% | 56,750 | +1.2% | 0.10% | +21.2% |
| MDT | Buy | MEDTRONIC PLC | $8,265,935 | +6.2% | 102,530 | +2.3% | 0.09% | +4.5% |
| IEFA | Buy | ISHARES TRcore msci eafe | $8,074,945 | +9.8% | 120,790 | +1.2% | 0.09% | +8.3% |
| GD | Buy | GENERAL DYNAMICS CORP | $7,908,288 | -5.0% | 34,655 | +3.2% | 0.09% | -6.3% |
| DE | Buy | DEERE & CO | $7,831,297 | -3.5% | 18,967 | +0.2% | 0.09% | -5.4% |
| MS | Buy | MORGAN STANLEY | $7,731,142 | +120.6% | 88,050 | +113.6% | 0.09% | +117.5% |
| MMM | Buy | 3M CO | $6,431,553 | -4.6% | 61,195 | +8.8% | 0.07% | -6.5% |
| SLV | Buy | ISHARES SILVER TRishares | $6,166,879 | +70.5% | 278,792 | +69.7% | 0.07% | +68.3% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $6,111,301 | +10.1% | 95,655 | +0.8% | 0.07% | +9.5% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $6,166,827 | +7.9% | 24,652 | +4.3% | 0.07% | +6.2% |
| NFLX | Buy | NETFLIX INC | $5,979,563 | +34.8% | 17,308 | +15.1% | 0.07% | +31.4% |
| KLAC | Buy | KLA CORP | $5,733,946 | +14.7% | 14,365 | +8.3% | 0.06% | +14.0% |
| AXP | Buy | AMERICAN EXPRESS CO | $5,710,267 | +20.9% | 34,619 | +8.3% | 0.06% | +18.5% |
| APD | Buy | AIR PRODS & CHEMS INC | $5,469,053 | +3.1% | 19,042 | +10.7% | 0.06% | +3.3% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $5,400,317 | +21.2% | 14,010 | +0.5% | 0.06% | +19.6% |
| IPG | Buy | INTERPUBLIC GROUP COS INC | $5,297,055 | +2230.7% | 142,241 | +1984.7% | 0.06% | +1900.0% |
| CSX | Buy | CSX CORP | $5,259,817 | +48.9% | 175,678 | +54.1% | 0.06% | +47.5% |
| EOG | Buy | EOG RES INC | $5,026,601 | -10.9% | 43,849 | +0.7% | 0.06% | -10.9% |
| MMC | Buy | MARSH & MCLENNAN COS INC | $5,015,087 | +0.7% | 30,111 | +0.0% | 0.06% | 0.0% |
| ADI | Buy | ANALOG DEVICES INC | $4,963,567 | +47.3% | 25,167 | +22.5% | 0.06% | +47.4% |
| BIV | Buy | VANGUARD BD INDEX FDSintermed term | $4,914,975 | +39.9% | 64,048 | +35.5% | 0.06% | +37.5% |
| BA | Buy | BOEING CO | $4,781,775 | +14.5% | 22,509 | +2.6% | 0.05% | +12.5% |
| DOX | Buy | AMDOCS LTD | $4,641,322 | +8.5% | 48,332 | +2.7% | 0.05% | +6.1% |
| RPM | Buy | RPM INTL INC | $4,492,164 | -7.9% | 51,492 | +2.9% | 0.05% | -8.9% |
| Buy | FIRST TR EXCHNG TRADED FD VIcboe vest buferd | $4,515,593 | +3.9% | 237,538 | +0.8% | 0.05% | +2.0% | |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $4,561,048 | +3.6% | 21,627 | +0.2% | 0.05% | +2.0% |
| IEI | Buy | ISHARES TR3 7 yr treas bd | $4,445,408 | +13.5% | 37,786 | +10.9% | 0.05% | +11.1% |
| Buy | GSK PLCsponsored adr | $4,339,695 | +13.2% | 121,969 | +11.8% | 0.05% | +11.4% | |
| VEEV | Buy | VEEVA SYS INC | $4,129,945 | +42.4% | 22,471 | +25.1% | 0.05% | +42.4% |
| OGN | Buy | ORGANON & CO | $4,099,511 | -14.7% | 174,300 | +1.2% | 0.05% | -16.4% |
| AON | Buy | AON PLC | $4,045,527 | +24.3% | 12,831 | +18.3% | 0.05% | +24.3% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $4,032,842 | -1.0% | 15,786 | +2.9% | 0.04% | -2.2% |
| INTU | Buy | INTUIT | $4,018,260 | +22.6% | 9,013 | +7.0% | 0.04% | +21.6% |
| QSR | Buy | RESTAURANT BRANDS INTL INC | $3,779,110 | +1598.7% | 56,287 | +1536.2% | 0.04% | +1333.3% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $3,837,550 | +15.6% | 11,733 | +21.4% | 0.04% | +13.2% |
| SPGI | Buy | S&P GLOBAL INC | $3,740,047 | +21.5% | 10,848 | +18.0% | 0.04% | +20.0% |
| ULTA | Buy | ULTA BEAUTY INC | $3,754,211 | +24.0% | 6,880 | +6.6% | 0.04% | +20.0% |
| ANTM | Buy | ELEVANCE HEALTH INC | $3,752,570 | -9.7% | 8,162 | +0.8% | 0.04% | -10.6% |
| CAH | Buy | CARDINAL HEALTH INC | $3,606,016 | +2.1% | 47,760 | +4.0% | 0.04% | +2.5% |
| SLB | Buy | SCHLUMBERGER LTD | $3,518,275 | -7.2% | 71,654 | +1.0% | 0.04% | -7.0% |
| RPRX | Buy | ROYALTY PHARMA PLC | $3,573,063 | -2.8% | 99,169 | +6.6% | 0.04% | -4.8% |
| GWW | Buy | GRAINGER W W INC | $3,431,661 | +35.0% | 4,982 | +9.0% | 0.04% | +34.5% |
| LNTH | Buy | LANTHEUS HLDGS INC | $3,338,392 | +87.1% | 40,436 | +15.5% | 0.04% | +90.0% |
| Buy | BROOKFIELD CORPcl a ltd vt sh | $3,183,717 | +36.9% | 97,689 | +32.2% | 0.04% | +33.3% | |
| Buy | SHELL PLCspon ads | $3,169,343 | +31.0% | 55,081 | +29.6% | 0.04% | +28.6% | |
| VMC | Buy | VULCAN MATLS CO | $3,143,159 | -2.0% | 18,321 | +0.1% | 0.04% | -5.4% |
| TYL | Buy | TYLER TECHNOLOGIES INC | $3,103,102 | +16.6% | 8,750 | +6.0% | 0.04% | +16.7% |
| EQIX | Buy | EQUINIX INC | $3,062,257 | +22.1% | 4,247 | +10.9% | 0.04% | +20.7% |
| CL | Buy | COLGATE PALMOLIVE CO | $3,102,614 | -4.2% | 41,285 | +0.4% | 0.04% | -5.4% |
| Buy | HARBOR ETF TRUST | $2,999,030 | +28.7% | 135,397 | +28.1% | 0.03% | +25.9% | |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $2,999,981 | +25.3% | 14,700 | +17.4% | 0.03% | +25.9% |
| AJG | New | GALLAGHER ARTHUR J & CO | $2,940,818 | – | 15,372 | +100.0% | 0.03% | – |
| MGA | Buy | MAGNA INTL INC | $2,913,702 | -4.6% | 54,391 | +0.1% | 0.03% | -5.7% |
| CMI | Buy | CUMMINS INC | $2,854,197 | +7.6% | 11,948 | +9.1% | 0.03% | +6.7% |
| VDE | Buy | VANGUARD WORLD FDSenergy etf | $2,845,659 | -5.7% | 24,912 | +0.1% | 0.03% | -5.9% |
| ANET | Buy | ARISTA NETWORKS INC | $2,751,729 | +93.3% | 16,393 | +39.8% | 0.03% | +93.8% |
| JHMM | Buy | JOHN HANCOCK EXCHANGE TRADEDmultifactor mi | $2,783,455 | +14.1% | 58,131 | +10.9% | 0.03% | +10.7% |
| CP | Buy | CANADIAN PAC RY LTD | $2,772,379 | +631.2% | 36,033 | +608.9% | 0.03% | +675.0% |
| EZM | Buy | WISDOMTREE TRus midcap fund | $2,668,790 | +20.8% | 53,655 | +18.1% | 0.03% | +20.0% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $2,657,663 | +6.5% | 14,023 | +3.2% | 0.03% | +7.1% |
| MPC | Buy | MARATHON PETE CORP | $2,653,675 | +27.5% | 19,681 | +10.1% | 0.03% | +25.0% |
| Buy | HARBOR ETF TRUSTlong term grower | $2,544,217 | +24.0% | 157,828 | +4.3% | 0.03% | +26.1% | |
| BIIB | Buy | BIOGEN INC | $2,567,885 | +11.1% | 9,236 | +10.7% | 0.03% | +11.5% |
| DXCM | New | DEXCOM INC | $2,557,703 | – | 22,015 | +100.0% | 0.03% | – |
| AAP | Buy | ADVANCE AUTO PARTS INC | $2,522,313 | +2.1% | 20,741 | +23.4% | 0.03% | 0.0% |
| ACWI | Buy | ISHARES TRmsci acwi etf | $2,471,530 | +15.6% | 27,112 | +7.7% | 0.03% | +16.7% |
| FTCS | Buy | FIRST TR EXCHANGE-TRADED FDcap strength etf | $2,357,702 | +4.0% | 32,326 | +6.8% | 0.03% | +3.8% |
| NUE | Buy | NUCOR CORP | $2,363,383 | +24.5% | 15,300 | +6.2% | 0.03% | +22.7% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $2,404,794 | +131.8% | 16,081 | +100.2% | 0.03% | +125.0% |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $2,259,430 | +19.4% | 16,850 | +20.4% | 0.02% | +13.6% |
| PHM | Buy | PULTE GROUP INC | $2,209,743 | +174.3% | 37,916 | +114.3% | 0.02% | +177.8% |
| MET | Buy | METLIFE INC | $2,192,670 | -15.0% | 37,844 | +6.2% | 0.02% | -13.8% |
| KBWB | Buy | INVESCO EXCH TRADED FD TR IIkbw bk etf | $2,228,433 | +107.3% | 53,099 | +155.0% | 0.02% | +108.3% |
| PSX | Buy | PHILLIPS 66 | $2,153,781 | +6.0% | 21,246 | +8.8% | 0.02% | +4.3% |
| SGOL | Buy | ABRDN GOLD ETF TRUST | $2,110,685 | +8.0% | 111,854 | +0.0% | 0.02% | +9.1% |
| KR | Buy | KROGER CO | $2,018,733 | +229.4% | 40,890 | +197.4% | 0.02% | +228.6% |
| Buy | ATLASSIAN CORPORATIONcl a | $2,067,562 | +488.5% | 12,079 | +342.5% | 0.02% | +475.0% | |
| DGRO | Buy | ISHARES TRcore div grwth | $2,033,571 | +2.2% | 40,677 | +2.2% | 0.02% | 0.0% |
| LDP | Buy | COHEN & STEERS LTD DURATION | $1,918,021 | +13.5% | 107,514 | +21.0% | 0.02% | +15.8% |
| CHD | Buy | CHURCH & DWIGHT CO INC | $1,842,730 | +17.5% | 20,843 | +7.2% | 0.02% | +16.7% |
| QINT | Buy | AMERICAN CENTY ETF TRquality divrsfed | $1,835,944 | +10.5% | 42,077 | +0.9% | 0.02% | +10.5% |
| IYE | Buy | ISHARES TRu.s. energy etf | $1,860,229 | -5.5% | 42,520 | +0.5% | 0.02% | -4.5% |
| PLD | Buy | PROLOGIS INC. | $1,763,679 | +171.8% | 14,136 | +145.6% | 0.02% | +185.7% |
| TLH | Buy | ISHARES TR10-20 yr trs etf | $1,758,778 | +7.2% | 15,355 | +1.3% | 0.02% | +5.3% |
| USMV | Buy | ISHARES TRmsci usa min vol | $1,807,705 | +3.1% | 24,851 | +2.2% | 0.02% | 0.0% |
| SPNS | Buy | SAPIENS INTL CORP N V | $1,744,075 | +25.3% | 80,298 | +6.6% | 0.02% | +25.0% |
| ED | Buy | CONSOLIDATED EDISON INC | $1,678,981 | +5.8% | 17,550 | +5.4% | 0.02% | +5.6% |
| PSK | Buy | SPDR SER TRice pfd sec etf | $1,714,281 | +12.6% | 50,480 | +8.8% | 0.02% | +11.8% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $1,719,354 | +8.2% | 11,888 | +5.7% | 0.02% | +5.6% |
| IBB | Buy | ISHARES TRishares biotech | $1,665,400 | +3.0% | 12,894 | +4.7% | 0.02% | +5.6% |
| SPLV | Buy | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $1,681,967 | +31.4% | 26,956 | +34.5% | 0.02% | +26.7% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $1,709,625 | -16.8% | 13,451 | +3.4% | 0.02% | -17.4% |
| TIP | Buy | ISHARES TRtips bd etf | $1,557,950 | +22.6% | 14,131 | +18.3% | 0.02% | +28.6% |
| USB | Buy | US BANCORP DEL | $1,542,818 | -15.3% | 42,796 | +2.5% | 0.02% | -19.0% |
| LEG | Buy | LEGGETT & PLATT INC | $1,486,020 | -0.9% | 46,613 | +0.2% | 0.02% | 0.0% |
| HDV | Buy | ISHARES TRcore high dv etf | $1,339,107 | +12.5% | 13,173 | +15.4% | 0.02% | +7.1% |
| OTIS | Buy | OTIS WORLDWIDE CORP | $1,310,225 | +8.0% | 15,524 | +0.2% | 0.02% | +7.1% |
| DFEB | Buy | FIRST TR EXCHNG TRADED FD VIus eqt deep dufr | $1,294,654 | +13.6% | 38,501 | +12.6% | 0.02% | +15.4% |
| GILD | Buy | GILEAD SCIENCES INC | $1,306,702 | +69.0% | 15,749 | +74.9% | 0.02% | +66.7% |
| SU | Buy | SUNCOR ENERGY INC NEW | $1,329,750 | +13.6% | 42,825 | +16.1% | 0.02% | +15.4% |
| MBB | Buy | ISHARES TRmbs etf | $1,204,019 | +3.9% | 12,710 | +1.8% | 0.01% | +7.7% |
| SNPS | Buy | SYNOPSYS INC | $1,271,934 | +268.9% | 3,293 | +204.9% | 0.01% | +250.0% |
| EFX | Buy | EQUIFAX INC | $1,220,971 | +5.0% | 6,020 | +0.6% | 0.01% | +7.7% |
| Buy | BOWLERO CORP | $1,207,179 | +522.1% | 71,220 | +394.7% | 0.01% | +600.0% | |
| DKS | New | DICKS SPORTING GOODS INC | $1,194,856 | – | 8,421 | +100.0% | 0.01% | – |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $1,189,712 | +12.5% | 45,936 | +4.8% | 0.01% | +8.3% |
| XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $1,087,403 | +154.2% | 10,745 | +146.7% | 0.01% | +140.0% |
| FLTR | Buy | VANECK ETF TRUSTig floating rate | $1,063,864 | +3.6% | 42,606 | +3.2% | 0.01% | 0.0% |
| IGV | New | ISHARES TRexpanded tech | $1,057,614 | – | 3,471 | +100.0% | 0.01% | – |
| EXC | Buy | EXELON CORP | $1,077,405 | +80.2% | 25,720 | +85.9% | 0.01% | +71.4% |
| OLED | Buy | UNIVERSAL DISPLAY CORP | $1,030,223 | +48.3% | 6,641 | +3.3% | 0.01% | +50.0% |
| RE | Buy | EVEREST RE GROUP LTD | $1,089,455 | +11.4% | 3,043 | +3.0% | 0.01% | +9.1% |
| CRWS | Buy | CROWN CRAFTS INC | $1,086,924 | +8.1% | 188,702 | +0.2% | 0.01% | +9.1% |
| HACK | Buy | ETF MANAGERS TRprime cybr scrty | $1,102,280 | +8.7% | 23,050 | +0.1% | 0.01% | 0.0% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $1,106,355 | +22.5% | 14,985 | +19.2% | 0.01% | +20.0% |
| FXH | Buy | FIRST TR EXCHANGE TRADED FDhlth care alph | $1,076,643 | +12.2% | 10,011 | +13.4% | 0.01% | +9.1% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $960,752 | +1.1% | 2,080 | +19.4% | 0.01% | 0.0% |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $938,459 | +16.8% | 4,335 | +8.3% | 0.01% | +22.2% |
| BIL | Buy | SPDR SER TRbloomberg 1-3 mo | $1,003,037 | +162.7% | 10,924 | +161.7% | 0.01% | +175.0% |
| SRVR | New | PACER FDS TRdata and infrast | $983,698 | – | 33,177 | +100.0% | 0.01% | – |
| ALL | Buy | ALLSTATE CORP | $993,966 | -17.0% | 8,970 | +1.5% | 0.01% | -21.4% |
| FPE | Buy | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $906,503 | +8.4% | 56,797 | +14.1% | 0.01% | 0.0% |
| Buy | SAMSARA INC | $895,249 | +514.5% | 45,398 | +287.4% | 0.01% | +400.0% | |
| FAST | Buy | FASTENAL CO | $802,413 | +121.6% | 14,876 | +94.4% | 0.01% | +125.0% |
| CIBR | Buy | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $770,708 | +13.8% | 18,031 | +3.0% | 0.01% | +12.5% |
| IWB | Buy | ISHARES TRrus 1000 etf | $803,012 | +17.6% | 3,566 | +10.0% | 0.01% | +12.5% |
| CACI | New | CACI INTL INCcl a | $756,107 | – | 2,552 | +100.0% | 0.01% | – |
| TROW | Buy | PRICE T ROWE GROUP INC | $834,629 | +254.4% | 7,393 | +242.4% | 0.01% | +200.0% |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $789,107 | +15.0% | 22,820 | +24.3% | 0.01% | +12.5% |
| VXF | Buy | VANGUARD INDEX FDSextend mkt etf | $835,118 | +7.1% | 5,956 | +1.4% | 0.01% | 0.0% |
| STT | Buy | STATE STR CORP | $770,296 | +31.1% | 10,177 | +34.4% | 0.01% | +28.6% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $815,540 | +7.9% | 9,007 | +1.1% | 0.01% | 0.0% |
| CIEN | Buy | CIENA CORP | $753,767 | +13.0% | 14,352 | +9.7% | 0.01% | 0.0% |
| HOLX | New | HOLOGIC INC | $678,367 | – | 8,406 | +100.0% | 0.01% | – |
| IAI | Buy | ISHARES TRus br del se etf | $689,537 | -4.2% | 7,525 | +0.5% | 0.01% | 0.0% |
| MTDR | Buy | MATADOR RES CO | $712,516 | +56.2% | 14,953 | +87.7% | 0.01% | +60.0% |
| MNST | Buy | MONSTER BEVERAGE CORP NEW | $674,044 | -19.9% | 12,480 | +50.6% | 0.01% | -20.0% |
| PNW | Buy | PINNACLE WEST CAP CORP | $666,408 | +6.0% | 8,410 | +1.7% | 0.01% | +14.3% |
| TSCO | Buy | TRACTOR SUPPLY CO | $749,636 | +6.6% | 3,189 | +2.0% | 0.01% | 0.0% |
| SMH | Buy | VANECK ETF TRUSTsemiconductr etf | $686,874 | +75.7% | 2,610 | +35.4% | 0.01% | +100.0% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $677,419 | +4.6% | 8,444 | +1.0% | 0.01% | +14.3% |
| CNI | Buy | CANADIAN NATL RY CO | $628,888 | -0.0% | 5,330 | +0.7% | 0.01% | 0.0% |
| OEF | Buy | ISHARES TRs&p 100 etf | $630,356 | +37.2% | 3,370 | +25.1% | 0.01% | +40.0% |
| SOXX | Buy | ISHARES TRishares semicdtr | $663,273 | +87.1% | 1,491 | +46.5% | 0.01% | +75.0% |
| CHH | New | CHOICE HOTELS INTL INC | $619,232 | – | 5,284 | +100.0% | 0.01% | – |
| PCAR | Buy | PACCAR INC | $602,217 | +10.1% | 8,227 | +48.9% | 0.01% | +16.7% |
| MMS | Buy | MAXIMUS INC | $638,972 | +39.8% | 8,119 | +30.2% | 0.01% | +40.0% |
| Buy | CCC INTELLIGENT SOLUTIONS HL | $601,627 | +13.6% | 67,071 | +10.2% | 0.01% | +16.7% | |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $594,723 | +97.8% | 3,184 | +84.5% | 0.01% | +133.3% |
| OGE | Buy | OGE ENERGY CORP | $652,862 | -1.9% | 17,335 | +3.0% | 0.01% | -12.5% |
| GSST | Buy | GOLDMAN SACHS ETF TRaces ultra shr | $627,045 | +1.4% | 12,557 | +0.6% | 0.01% | 0.0% |
| BAP | Buy | CREDICORP LTD | $627,396 | +4.4% | 4,739 | +7.0% | 0.01% | 0.0% |
| ARE | Buy | ALEXANDRIA REAL ESTATE EQ IN | $645,281 | -13.5% | 5,138 | +0.3% | 0.01% | -22.2% |
| EVRG | Buy | EVERGY INC | $591,458 | +0.8% | 9,677 | +3.8% | 0.01% | 0.0% |
| AYX | Buy | ALTERYX INC | $590,695 | +31.3% | 10,039 | +13.0% | 0.01% | +40.0% |
| VOOG | Buy | VANGUARD ADMIRAL FDS INC500 grth idx f | $545,158 | +53.7% | 2,365 | +40.7% | 0.01% | +50.0% |
| NXGN | New | NEXTGEN HEALTHCARE INC | $525,022 | – | 30,156 | +100.0% | 0.01% | – |
| VHT | Buy | VANGUARD WORLD FDShealth car etf | $529,634 | +88.2% | 2,220 | +95.8% | 0.01% | +100.0% |
| Buy | J P MORGAN EXCHANGE TRADED Factive value etf | $556,833 | +40.8% | 10,817 | +40.2% | 0.01% | +20.0% | |
| IGM | Buy | ISHARES TRexpnd tec sc etf | $503,911 | +117.3% | 1,485 | +79.3% | 0.01% | +100.0% |
| OKE | Buy | ONEOK INC NEW | $566,387 | -1.2% | 8,914 | +2.2% | 0.01% | -14.3% |
| RWL | New | INVESCO EXCH TRADED FD TR IIs&p 500 revenue | $561,453 | – | 7,377 | +100.0% | 0.01% | – |
| RESP | Buy | WISDOMTREE TRus esg fund | $511,173 | +5.3% | 11,859 | +0.3% | 0.01% | 0.0% |
| HAIN | Buy | HAIN CELESTIAL GROUP INC | $568,342 | +17.6% | 33,139 | +11.0% | 0.01% | 0.0% |
| New | GE HEALTHCARE TECHNOLOGIES I | $532,452 | – | 6,491 | +100.0% | 0.01% | – | |
| ALGN | Buy | ALIGN TECHNOLOGY INC | $525,936 | +58.8% | 1,574 | +0.3% | 0.01% | +50.0% |
| GRID | Buy | FIRST TR EXCHANGE TRADED FDnasdq cln edge | $531,517 | +17.4% | 5,443 | +4.9% | 0.01% | +20.0% |
| QCLN | Buy | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $489,870 | +17.6% | 9,378 | +6.2% | 0.01% | +20.0% |
| BK | New | BANK NEW YORK MELLON CORP | $552,839 | – | 12,166 | +100.0% | 0.01% | – |
| Buy | BATH & BODY WORKS INC | $555,358 | +25.3% | 15,182 | +44.3% | 0.01% | +20.0% | |
| UFPI | Buy | UFP INDUSTRIES INC | $543,888 | +0.3% | 6,844 | +0.0% | 0.01% | 0.0% |
| EQR | Buy | EQUITY RESIDENTIALsh ben int | $541,320 | +3.2% | 9,022 | +1.5% | 0.01% | 0.0% |
| CRI | Buy | CARTERS INC | $410,591 | +39.9% | 5,709 | +45.1% | 0.01% | +66.7% |
| XBI | Buy | SPDR SER TRs&p biotech | $400,702 | -3.3% | 5,258 | +5.3% | 0.01% | 0.0% |
| ONTO | New | ONTO INNOVATION INC | $439,308 | – | 4,999 | +100.0% | 0.01% | – |
| AME | Buy | AMETEK INC | $481,623 | +44.7% | 3,314 | +39.1% | 0.01% | +25.0% |
| FIW | Buy | FIRST TR EXCHANGE TRADED FDwtr etf | $485,284 | +8.6% | 5,802 | +3.0% | 0.01% | 0.0% |
| CSGP | Buy | COSTAR GROUP INC | $473,000 | +10.4% | 6,870 | +24.0% | 0.01% | 0.0% |
| WSM | Buy | WILLIAMS SONOMA INC | $410,728 | +7.4% | 3,376 | +1.4% | 0.01% | +25.0% |
| SRE | Buy | SEMPRA | $459,979 | -0.8% | 3,043 | +1.4% | 0.01% | 0.0% |
| EQC | Buy | EQUITY COMWLTH | $485,815 | -14.4% | 23,458 | +3.2% | 0.01% | -16.7% |
| AVT | Buy | AVNET INC | $432,338 | +9.2% | 9,565 | +0.5% | 0.01% | 0.0% |
| FCN | Buy | FTI CONSULTING INC | $482,521 | +25.9% | 2,445 | +1.3% | 0.01% | +25.0% |
| BG | Buy | BUNGE LIMITED | $466,711 | -3.1% | 4,886 | +1.2% | 0.01% | 0.0% |
| ESGU | Buy | ISHARES TResg awr msci usa | $435,482 | +6.7% | 4,815 | +0.0% | 0.01% | 0.0% |
| Buy | AMERICAN CENTY ETF TRus large cap vlu | $404,220 | +1.9% | 7,908 | +0.1% | 0.01% | 0.0% | |
| IYY | Buy | ISHARES TRdow jones us etf | $466,129 | +7.3% | 4,658 | +0.2% | 0.01% | 0.0% |
| PHB | Buy | INVESCO EXCH TRADED FD TR IIfndmntl hy crp | $413,853 | +4.3% | 23,635 | +2.0% | 0.01% | 0.0% |
| MGC | Buy | VANGUARD WORLD FDmega cap index | $429,586 | +22.9% | 3,001 | +13.7% | 0.01% | +25.0% |
| RYE | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql enr | $315,088 | -1.8% | 4,612 | +4.4% | 0.00% | 0.0% |
| RFG | Buy | INVESCO EXCHANGE TRADED FD Ts&p mdcp400 pr | $324,830 | +2.6% | 1,774 | +0.3% | 0.00% | 0.0% |
| VONG | Buy | VANGUARD SCOTTSDALE FDSvng rus1000grw | $373,752 | +17.1% | 5,943 | +2.6% | 0.00% | 0.0% |
| XSD | Buy | SPDR SER TRs&p semicndctr | $388,856 | +38.6% | 1,863 | +11.2% | 0.00% | +33.3% |
| OFIX | Buy | ORTHOFIX MED INC | $373,915 | -17.3% | 22,322 | +1.4% | 0.00% | -20.0% |
| VIOO | Buy | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $350,544 | +3.7% | 3,948 | +102.5% | 0.00% | 0.0% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $362,287 | +18.1% | 4,951 | +21.9% | 0.00% | +33.3% |
| CRWD | New | CROWDSTRIKE HLDGS INCcl a | $326,679 | – | 2,380 | +100.0% | 0.00% | – |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $380,906 | +33.6% | 4,094 | +7.0% | 0.00% | +33.3% |
| IYM | Buy | ISHARES TRu.s. bas mtl etf | $369,601 | +6.5% | 2,789 | +0.3% | 0.00% | 0.0% |
| LW | Buy | LAMB WESTON HLDGS INC | $362,923 | +17.0% | 3,472 | +0.0% | 0.00% | 0.0% |
| CLF | New | CLEVELAND-CLIFFS INC NEW | $375,912 | – | 20,508 | +100.0% | 0.00% | – |
| New | PROSHARES TRultrapro sht qqq | $322,960 | – | 11,000 | +100.0% | 0.00% | – | |
| PTLC | New | PACER FDS TRtrendp us lar cp | $268,008 | – | 7,040 | +100.0% | 0.00% | – |
| MFC | Buy | MANULIFE FINL CORP | $237,279 | +4.8% | 12,923 | +1.9% | 0.00% | 0.0% |
| MGM | New | MGM RESORTS INTERNATIONAL | $235,653 | – | 5,305 | +100.0% | 0.00% | – |
| PFL | Buy | PIMCO INCOME STRATEGY FD | $307,978 | +20.9% | 37,882 | +20.6% | 0.00% | 0.0% |
| PXD | Buy | PIONEER NAT RES CO | $297,513 | -1.2% | 1,457 | +10.5% | 0.00% | 0.0% |
| GNMA | Buy | ISHARES TRgnma bond etf | $296,373 | +2.2% | 6,666 | +0.0% | 0.00% | 0.0% |
| HUBS | New | HUBSPOT INC | $270,131 | – | 630 | +100.0% | 0.00% | – |
| SPSM | Buy | SPDR SER TRportfolio s&p600 | $229,238 | +13.1% | 6,068 | +10.7% | 0.00% | +50.0% |
| LOPE | Buy | GRAND CANYON ED INC | $296,490 | +9.4% | 2,603 | +1.4% | 0.00% | 0.0% |
| SUN | New | SUNOCO LP/SUNOCO FIN CORP | $310,039 | – | 7,064 | +100.0% | 0.00% | – |
| TWLO | Buy | TWILIO INCcl a | $290,240 | +36.7% | 4,356 | +0.5% | 0.00% | +50.0% |
| EXAS | New | EXACT SCIENCES CORP | $253,609 | – | 3,740 | +100.0% | 0.00% | – |
| CTRN | New | CITI TRENDS INC | $288,686 | – | 15,178 | +100.0% | 0.00% | – |
| CPB | Buy | CAMPBELL SOUP CO | $303,654 | -2.4% | 5,523 | +0.8% | 0.00% | -25.0% |
| BTT | New | BLACKROCK MUN TARGET TERM TR | $266,939 | – | 12,290 | +100.0% | 0.00% | – |
| BILL | Buy | BILL HOLDINGS INC | $298,757 | +40.1% | 3,682 | +88.1% | 0.00% | +50.0% |
| DLN | Buy | WISDOMTREE TRus largecap divd | $292,588 | +16.0% | 4,731 | +16.2% | 0.00% | 0.0% |
| IHDG | New | WISDOMTREE TRitl hdg qtly div | $268,977 | – | 6,823 | +100.0% | 0.00% | – |
| ACGL | New | ARCH CAP GROUP LTDord | $270,190 | – | 3,981 | +100.0% | 0.00% | – |
| AMED | Buy | AMEDISYS INC | $301,040 | -5.9% | 4,093 | +6.9% | 0.00% | -25.0% |
| ACHC | Buy | ACADIA HEALTHCARE COMPANY IN | $226,143 | -11.8% | 3,130 | +0.4% | 0.00% | 0.0% |
| ARKK | New | ARK ETF TRinnovation etf | $240,966 | – | 5,972 | +100.0% | 0.00% | – |
| ATEN | Buy | A10 NETWORKS INC | $233,287 | -6.5% | 15,060 | +0.4% | 0.00% | 0.0% |
| ET | Buy | ENERGY TRANSFER L P | $215,116 | +5.8% | 17,251 | +0.7% | 0.00% | 0.0% |
| PRU | New | PRUDENTIAL FINL INC | $207,349 | – | 2,506 | +100.0% | 0.00% | – |
| DFAC | New | DIMENSIONAL ETF TRUSTus core equity 2 | $209,516 | – | 8,223 | +100.0% | 0.00% | – |
| BTA | New | BLACKROCK LONG-TERM MUN ADVA | $136,534 | – | 13,722 | +100.0% | 0.00% | – |
| DIV | Buy | GLOBAL X FDSglobx supdv us | $189,637 | -5.6% | 10,867 | +1.6% | 0.00% | 0.0% |
| SQM | New | SOCIEDAD QUIMICA Y MINERA DEspon adr ser b | $200,705 | – | 2,476 | +100.0% | 0.00% | – |
| IVZ | Buy | INVESCO LTD | $174,244 | -6.3% | 10,624 | +2.7% | 0.00% | 0.0% |
| PDBC | Buy | INVESCO ACTVELY MNGD ETC FDoptimum yield | $211,907 | +0.3% | 14,901 | +4.3% | 0.00% | 0.0% |
| PGEN | Buy | PRECIGEN INC | $110,309 | +47.9% | 104,065 | +112.1% | 0.00% | 0.0% |
| FAX | Buy | ABRDN ASIA PACIFIC INCOME FU | $118,846 | +4.6% | 44,679 | +3.4% | 0.00% | 0.0% |
| MFM | Buy | MFS MUN INCOME TRsh ben int | $55,015 | +4.2% | 10,302 | +1.1% | 0.00% | 0.0% |
| ASTR | New | ASTRA SPACE INC | $7,714 | – | 18,150 | +100.0% | 0.00% | – |
| CDE | New | COEUR MNG INC | $43,092 | – | 10,800 | +100.0% | 0.00% | – |
| PLXP | Buy | PLX PHARMA INC | $7,546 | +97.5% | 58,000 | +149.1% | 0.00% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-11
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| COCA COLA CO | 42 | Q3 2023 | 15.2% |
| ISHARES TR | 42 | Q3 2023 | 9.2% |
| ISHARES TR | 42 | Q3 2023 | 9.1% |
| APPLE INC | 42 | Q3 2023 | 2.5% |
| ISHARES TR | 42 | Q3 2023 | 1.9% |
| ISHARES TR | 42 | Q3 2023 | 2.7% |
| ISHARES TR | 42 | Q3 2023 | 1.7% |
| ISHARES TR | 42 | Q3 2023 | 2.7% |
| SPDR S&P 500 ETF TR | 42 | Q3 2023 | 1.6% |
| MICROSOFT CORP | 42 | Q3 2023 | 2.1% |
View SYNOVUS FINANCIAL CORP's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| SYNOVUS FINANCIAL CORP | February 11, 2019 | 5,981,459 | 5.2% |
| TOTAL SYSTEM SERVICES INC | February 11, 2019 | 12,447,427 | 6.9% |
| UNITED INSURANCE HOLDINGS CORP. | September 30, 2011 | 220,047 | 2.1% |
View SYNOVUS FINANCIAL CORP's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 8-K | 2024-05-06 |
| 10-Q | 2024-05-02 |
| 8-K | 2024-04-26 |
| 4 | 2024-04-25 |
| 4 | 2024-04-25 |
| 4 | 2024-04-25 |
| 4 | 2024-04-25 |
| 4 | 2024-04-25 |
| 4 | 2024-04-25 |
| 4 | 2024-04-25 |
View SYNOVUS FINANCIAL CORP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Annual reports (10-K)
- Quarterly reports (10-Q)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.