$9.13 Billion is the total value of SYNOVUS FINANCIAL CORP's 1602 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 15.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| KO | Buy | COCA COLA CO | $575,002,209 | -2.8% | 9,548,361 | +0.2% | 6.30% | -5.4% |
| SNV | Buy | SYNOVUS FINL CORP | $174,994,316 | -1.3% | 5,784,933 | +0.6% | 1.92% | -4.0% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $119,703,536 | +2.4% | 2,592,107 | +0.2% | 1.31% | -0.4% |
| SO | Buy | SOUTHERN CO | $119,436,414 | +1.5% | 1,700,167 | +0.5% | 1.31% | -1.3% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $106,829,783 | +7.4% | 1,072,050 | +4.3% | 1.17% | +4.6% |
| IWR | Buy | ISHARES TRrus mid cap etf | $92,609,988 | +5.3% | 1,268,110 | +0.8% | 1.02% | +2.4% |
| SPTI | Buy | SPDR SER TRportfli intrmdit | $61,925,791 | -1.6% | 2,188,963 | +0.6% | 0.68% | -4.2% |
| NVDA | Buy | NVIDIA CORPORATION | $60,499,785 | +55.8% | 143,020 | +2.3% | 0.66% | +51.4% |
| JPM | Buy | JPMORGAN CHASE & CO | $57,559,973 | +12.4% | 395,767 | +0.7% | 0.63% | +9.4% |
| JNJ | Buy | JOHNSON & JOHNSON | $48,659,059 | +7.1% | 293,979 | +0.3% | 0.53% | +4.1% |
| MRK | Buy | MERCK & CO INC | $48,412,855 | +8.5% | 419,559 | +0.1% | 0.53% | +5.4% |
| XOM | Buy | EXXON MOBIL CORP | $45,552,577 | -1.4% | 424,736 | +0.8% | 0.50% | -4.2% |
| CVX | Buy | CHEVRON CORP NEW | $44,467,839 | -3.1% | 282,605 | +0.5% | 0.49% | -5.8% |
| MCD | Buy | MCDONALDS CORP | $37,658,019 | +8.8% | 126,198 | +1.9% | 0.41% | +5.9% |
| PRF | Buy | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $37,498,818 | +7.9% | 229,138 | +3.3% | 0.41% | +4.8% |
| LMT | Buy | LOCKHEED MARTIN CORP | $34,410,333 | -1.0% | 74,747 | +1.6% | 0.38% | -3.8% |
| IWV | Buy | ISHARES TRrussell 3000 etf | $34,037,867 | +37.0% | 133,755 | +26.8% | 0.37% | +33.2% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $32,227,249 | +4.7% | 67,052 | +3.0% | 0.35% | +1.7% |
| AVGO | Buy | BROADCOM INC | $30,899,864 | +44.1% | 35,622 | +6.6% | 0.34% | +40.1% |
| CSCO | Buy | CISCO SYS INC | $30,638,118 | +1.5% | 592,159 | +2.5% | 0.34% | -1.2% |
| AGG | Buy | ISHARES TRcore us aggbd et | $28,243,046 | +4.6% | 288,342 | +6.4% | 0.31% | +1.6% |
| PG | Buy | PROCTER AND GAMBLE CO | $27,619,676 | +2.5% | 182,021 | +0.5% | 0.30% | -0.3% |
| PFE | Buy | PFIZER INC | $25,742,132 | -8.7% | 701,804 | +1.5% | 0.28% | -11.3% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $25,034,772 | +10.1% | 63,652 | +1.7% | 0.27% | +7.0% |
| GIS | Buy | GENERAL MLS INC | $24,534,539 | -10.2% | 319,877 | +0.0% | 0.27% | -12.7% |
| JPST | Buy | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $23,656,340 | +1.7% | 471,806 | +2.1% | 0.26% | -1.1% |
| DRI | Buy | DARDEN RESTAURANTS INC | $22,769,531 | +9.9% | 136,281 | +2.0% | 0.25% | +6.4% |
| COST | Buy | COSTCO WHSL CORP NEW | $22,652,842 | +9.0% | 42,073 | +0.6% | 0.25% | +6.0% |
| TRV | Buy | TRAVELERS COMPANIES INC | $22,405,738 | +103.2% | 129,022 | +100.6% | 0.25% | +98.4% |
| JEPI | Buy | J P MORGAN EXCHANGE TRADED Fequity premium | $22,226,177 | +18.7% | 401,700 | +17.2% | 0.24% | +15.6% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $21,244,801 | -6.7% | 332,208 | +1.2% | 0.23% | -9.0% |
| DUK | Buy | DUKE ENERGY CORP NEW | $21,216,071 | -6.0% | 236,422 | +1.0% | 0.23% | -8.7% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $21,129,276 | -1.3% | 96,133 | +0.0% | 0.23% | -3.7% |
| T | Buy | AT&T INC | $21,086,537 | -13.3% | 1,322,043 | +4.7% | 0.23% | -15.7% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $19,610,815 | +12.8% | 57,033 | +9.1% | 0.22% | +9.7% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $19,577,643 | +17.8% | 43,926 | +8.7% | 0.22% | +15.0% |
| VOO | Buy | VANGUARD INDEX FDS | $19,568,204 | +30.5% | 48,045 | +20.5% | 0.21% | +26.6% |
| WMT | Buy | WALMART INC | $18,918,852 | +9.4% | 120,367 | +2.6% | 0.21% | +6.2% |
| KMB | Buy | KIMBERLY-CLARK CORP | $18,331,219 | +3.9% | 132,779 | +1.0% | 0.20% | +1.0% |
| ENB | Buy | ENBRIDGE INC | $17,734,283 | -1.2% | 477,373 | +1.5% | 0.19% | -4.0% |
| VFH | Buy | VANGUARD WORLD FDSfinancials etf | $17,728,355 | +9.8% | 218,221 | +5.3% | 0.19% | +6.6% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $16,654,932 | +7.0% | 228,339 | +2.3% | 0.18% | +4.0% |
| ORCL | Buy | ORACLE CORP | $15,640,898 | +32.2% | 131,337 | +3.1% | 0.17% | +28.6% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $15,433,020 | +48.4% | 41,773 | +28.9% | 0.17% | +44.4% |
| AMGN | Buy | AMGEN INC | $14,926,588 | -7.0% | 67,231 | +1.2% | 0.16% | -9.4% |
| TJX | Buy | TJX COS INC NEW | $14,751,197 | +9.2% | 173,973 | +0.9% | 0.16% | +6.6% |
| PANW | Buy | PALO ALTO NETWORKS INC | $14,247,772 | +27.9% | 55,762 | +0.0% | 0.16% | +24.8% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $13,850,859 | +584.4% | 141,392 | +584.2% | 0.15% | +560.9% |
| VALQ | Buy | AMERICAN CENTY ETF TRus quality val | $13,765,768 | +4.2% | 276,585 | +0.4% | 0.15% | +1.3% |
| MO | Buy | ALTRIA GROUP INC | $13,714,408 | +2.7% | 302,745 | +1.2% | 0.15% | 0.0% |
| UNP | Buy | UNION PAC CORP | $13,577,847 | +1.7% | 66,357 | +0.0% | 0.15% | -0.7% |
| TFC | Buy | TRUIST FINL CORP | $13,056,301 | -8.5% | 430,196 | +2.8% | 0.14% | -11.2% |
| DOW | Buy | DOW INC | $12,760,528 | -0.5% | 239,588 | +2.4% | 0.14% | -2.8% |
| ACWX | Buy | ISHARES TRmsci acwi ex us | $12,235,846 | +1.9% | 248,595 | +0.9% | 0.13% | -0.7% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $12,199,404 | +7.3% | 91,170 | +5.1% | 0.13% | +4.7% |
| NEE | Buy | NEXTERA ENERGY INC | $12,081,452 | -1.1% | 162,822 | +2.8% | 0.13% | -4.3% |
| ROK | Buy | ROCKWELL AUTOMATION INC | $11,811,463 | +13.8% | 35,852 | +1.3% | 0.13% | +10.3% |
| VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $11,615,470 | +14.0% | 56,429 | +7.9% | 0.13% | +10.4% |
| PM | Buy | PHILIP MORRIS INTL INC | $11,211,574 | +0.5% | 114,851 | +0.1% | 0.12% | -2.4% |
| AZN | Buy | ASTRAZENECA PLCsponsored adr | $11,114,289 | +4.5% | 155,292 | +1.3% | 0.12% | +1.7% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $9,905,558 | +15.6% | 56,974 | +0.4% | 0.11% | +12.4% |
| IEFA | Buy | ISHARES TRcore msci eafe | $9,618,751 | +19.1% | 142,498 | +18.0% | 0.10% | +15.4% |
| Buy | HARBOR ETF TRUST | $9,291,800 | +209.8% | 436,439 | +222.3% | 0.10% | +200.0% | |
| CAT | Buy | CATERPILLAR INC | $9,135,338 | +8.6% | 37,127 | +1.0% | 0.10% | +5.3% |
| KHC | Buy | KRAFT HEINZ CO | $8,719,332 | -7.0% | 245,615 | +1.3% | 0.10% | -9.4% |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $8,567,632 | +403.7% | 90,826 | +341.8% | 0.09% | +394.7% |
| SYK | Buy | STRYKER CORPORATION | $8,161,206 | +9.3% | 26,748 | +2.3% | 0.09% | +6.0% |
| GD | Buy | GENERAL DYNAMICS CORP | $7,923,010 | +0.2% | 36,829 | +6.3% | 0.09% | -2.2% |
| MS | Buy | MORGAN STANLEY | $7,921,519 | +2.5% | 92,760 | +5.3% | 0.09% | 0.0% |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $7,035,594 | -1.3% | 68,347 | +2.0% | 0.08% | -3.8% |
| ZBH | Buy | ZIMMER BIOMET HOLDINGS INC | $6,498,275 | +173.3% | 44,631 | +142.5% | 0.07% | +163.0% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $5,998,510 | +15.9% | 144,366 | +5.8% | 0.07% | +13.8% |
| YUM | Buy | YUM BRANDS INC | $5,870,906 | +7.2% | 42,375 | +2.2% | 0.06% | +3.2% |
| NSC | Buy | NORFOLK SOUTHN CORP | $5,783,322 | +10.2% | 25,504 | +3.1% | 0.06% | +6.8% |
| CB | Buy | CHUBB LIMITED | $5,716,338 | -0.7% | 29,686 | +0.2% | 0.06% | -3.1% |
| CDW | Buy | CDW CORP | $5,764,571 | -5.8% | 31,415 | +0.0% | 0.06% | -8.7% |
| IPG | Buy | INTERPUBLIC GROUP COS INC | $5,500,505 | +3.8% | 142,574 | +0.2% | 0.06% | 0.0% |
| HDB | Buy | HDFC BANK LTDsponsored ads | $5,469,370 | +8.4% | 78,470 | +3.7% | 0.06% | +5.3% |
| CMG | Buy | CHIPOTLE MEXICAN GRILL INC | $5,360,334 | +27.7% | 2,506 | +2.0% | 0.06% | +25.5% |
| BIV | Buy | VANGUARD BD INDEX FDSintermed term | $5,253,474 | +6.9% | 69,833 | +9.0% | 0.06% | +5.5% |
| BA | Buy | BOEING CO | $5,303,673 | +10.9% | 25,117 | +11.6% | 0.06% | +7.4% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $5,230,365 | +1.0% | 62,593 | +0.4% | 0.06% | -1.7% |
| CAH | Buy | CARDINAL HEALTH INC | $5,100,529 | +41.4% | 53,936 | +12.9% | 0.06% | +36.6% |
| GILD | Buy | GILEAD SCIENCES INC | $4,881,308 | +273.6% | 63,336 | +302.2% | 0.05% | +253.3% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $4,797,286 | +5.2% | 21,792 | +0.8% | 0.05% | +3.9% |
| IEI | Buy | ISHARES TR3 7 yr treas bd | $4,729,179 | +6.4% | 41,030 | +8.6% | 0.05% | +4.0% |
| TTE | New | TOTALENERGIES SEsponsored ads | $4,619,960 | – | 80,152 | +100.0% | 0.05% | – |
| QSR | Buy | RESTAURANT BRANDS INTL INC | $4,468,486 | +18.2% | 57,643 | +2.4% | 0.05% | +14.0% |
| Buy | GSK PLCsponsored adr | $4,499,237 | +3.7% | 126,241 | +3.5% | 0.05% | 0.0% | |
| GWW | Buy | GRAINGER W W INC | $4,425,617 | +29.0% | 5,612 | +12.6% | 0.05% | +23.1% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $4,302,147 | +12.1% | 13,338 | +13.7% | 0.05% | +9.3% |
| VRTX | Buy | VERTEX PHARMACEUTICALS INC | $4,288,736 | +50.6% | 12,187 | +34.9% | 0.05% | +46.9% |
| MET | Buy | METLIFE INC | $4,170,038 | +90.2% | 73,767 | +94.9% | 0.05% | +84.0% |
| VMC | Buy | VULCAN MATLS CO | $4,132,415 | +31.5% | 18,330 | +0.0% | 0.04% | +28.6% |
| IEF | Buy | ISHARES TR7-10 yr trsy bd | $3,879,650 | -1.1% | 40,162 | +1.5% | 0.04% | -2.3% |
| BAX | Buy | BAXTER INTL INC | $3,874,976 | +14.1% | 85,053 | +1.6% | 0.04% | +10.5% |
| Buy | SHELL PLCspon ads | $3,708,860 | +17.0% | 61,426 | +11.5% | 0.04% | +13.9% | |
| BLK | Buy | BLACKROCK INC | $3,704,363 | +4.7% | 5,360 | +1.4% | 0.04% | +2.5% |
| ANTM | Buy | ELEVANCE HEALTH INC | $3,630,072 | -3.3% | 8,171 | +0.1% | 0.04% | -4.8% |
| INFY | Buy | INFOSYS LTDsponsored adr | $3,669,599 | +9.4% | 228,351 | +18.7% | 0.04% | +5.3% |
| SLB | Buy | SCHLUMBERGER LTD | $3,598,896 | +2.3% | 73,269 | +2.3% | 0.04% | -2.5% |
| MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $3,474,430 | +1.9% | 34,828 | +1.4% | 0.04% | 0.0% |
| TGT | Buy | TARGET CORP | $3,484,641 | +356.1% | 26,422 | +472.8% | 0.04% | +322.2% |
| EQIX | Buy | EQUINIX INC | $3,363,894 | +9.9% | 4,291 | +1.0% | 0.04% | +5.7% |
| GL | Buy | GLOBE LIFE INC | $3,376,059 | +140.4% | 30,797 | +141.3% | 0.04% | +131.2% |
| MPC | Buy | MARATHON PETE CORP | $3,308,923 | +24.7% | 28,379 | +44.2% | 0.04% | +20.0% |
| New | CANADIAN PACIFIC KANSAS CITY | $3,282,338 | – | 40,638 | +100.0% | 0.04% | – | |
| CMI | Buy | CUMMINS INC | $3,184,451 | +11.6% | 12,989 | +8.7% | 0.04% | +9.4% |
| ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $3,167,501 | +9.3% | 28,011 | +0.8% | 0.04% | +6.1% |
| CL | Buy | COLGATE PALMOLIVE CO | $3,186,033 | +2.7% | 41,355 | +0.2% | 0.04% | 0.0% |
| WFC | Buy | WELLS FARGO CO NEW | $3,218,593 | +15.8% | 75,412 | +1.4% | 0.04% | +12.9% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $3,060,619 | +62.0% | 21,537 | +57.4% | 0.03% | +61.9% |
| JHMM | Buy | JOHN HANCOCK EXCHANGE TRADEDmultifactor mi | $3,145,820 | +13.0% | 63,310 | +8.9% | 0.03% | +9.7% |
| Buy | HARBOR ETF TRUSTlong term grower | $3,058,807 | +20.2% | 164,982 | +4.5% | 0.03% | +17.2% | |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $3,048,785 | +0.8% | 41,105 | +1.5% | 0.03% | -2.9% |
| EZM | Buy | WISDOMTREE TRus midcap fund | $3,037,762 | +13.8% | 57,381 | +6.9% | 0.03% | +10.0% |
| MAS | Buy | MASCO CORP | $2,882,372 | +16.4% | 50,233 | +0.9% | 0.03% | +14.3% |
| Buy | GENERAL ELECTRIC CO | $2,923,149 | +43.9% | 26,610 | +25.3% | 0.03% | +39.1% | |
| VDE | Buy | VANGUARD WORLD FDSenergy etf | $2,849,937 | +0.2% | 25,246 | +1.3% | 0.03% | -3.1% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $2,816,226 | +6.0% | 14,160 | +1.0% | 0.03% | +3.3% |
| IYF | Buy | ISHARES TRu.s. finls etf | $2,757,136 | +8.3% | 36,951 | +3.2% | 0.03% | +3.4% |
| SCHW | Buy | SCHWAB CHARLES CORP | $2,770,983 | +168.3% | 48,888 | +147.9% | 0.03% | +150.0% |
| BIIB | Buy | BIOGEN INC | $2,699,554 | +5.1% | 9,477 | +2.6% | 0.03% | +3.4% |
| NUE | Buy | NUCOR CORP | $2,691,979 | +13.9% | 16,416 | +7.3% | 0.03% | +7.4% |
| KBWB | Buy | INVESCO EXCH TRADED FD TR IIkbw bk etf | $2,557,392 | +14.8% | 62,298 | +17.3% | 0.03% | +12.0% |
| Buy | ATLASSIAN CORPORATIONcl a | $2,497,689 | +20.8% | 14,884 | +23.2% | 0.03% | +17.4% | |
| ABC | New | AMERISOURCEBERGEN CORP | $2,416,350 | – | 12,557 | +100.0% | 0.03% | – |
| DD | Buy | DUPONT DE NEMOURS INC | $2,237,870 | +1.6% | 31,325 | +2.1% | 0.02% | 0.0% |
| HAL | Buy | HALLIBURTON CO | $2,275,978 | +6.0% | 68,990 | +1.7% | 0.02% | +4.2% |
| FTNT | Buy | FORTINET INC | $2,229,080 | +408.6% | 29,489 | +347.1% | 0.02% | +380.0% |
| LDP | Buy | COHEN & STEERS LTD DURATION | $2,165,197 | +12.9% | 118,966 | +10.7% | 0.02% | +9.1% |
| HALO | Buy | HALOZYME THERAPEUTICS INC | $2,170,976 | +1.4% | 60,188 | +7.4% | 0.02% | 0.0% |
| PSX | Buy | PHILLIPS 66 | $2,049,327 | -4.8% | 21,486 | +1.1% | 0.02% | -8.3% |
| FCX | Buy | FREEPORT-MCMORAN INCcl b | $1,946,204 | +1.2% | 48,656 | +3.5% | 0.02% | -4.5% |
| VICR | Buy | VICOR CORP | $1,919,592 | +54.5% | 35,548 | +34.3% | 0.02% | +50.0% |
| QINT | Buy | AMERICAN CENTY ETF TRquality divrsfed | $1,907,103 | +3.9% | 43,180 | +2.6% | 0.02% | 0.0% |
| IYE | Buy | ISHARES TRu.s. energy etf | $1,826,962 | -1.8% | 42,646 | +0.3% | 0.02% | -4.8% |
| FLOT | Buy | ISHARES TRfltg rate nt etf | $1,805,883 | +14.5% | 35,536 | +13.5% | 0.02% | +11.1% |
| PSK | Buy | SPDR SER TRice pfd sec etf | $1,797,724 | +4.9% | 53,712 | +6.4% | 0.02% | +5.3% |
| NOBL | Buy | PROSHARES TRs&p 500 dv arist | $1,725,861 | +18.7% | 18,307 | +14.9% | 0.02% | +18.8% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $1,771,871 | +3.6% | 14,068 | +4.6% | 0.02% | 0.0% |
| KMI | Buy | KINDER MORGAN INC DEL | $1,649,023 | +0.9% | 95,763 | +2.6% | 0.02% | 0.0% |
| SU | Buy | SUNCOR ENERGY INC NEW | $1,505,947 | +13.3% | 51,363 | +19.9% | 0.02% | +13.3% |
| USB | Buy | US BANCORP DEL | $1,572,504 | +1.9% | 47,594 | +11.2% | 0.02% | 0.0% |
| QQEW | Buy | FIRST TR NAS100 EQ WEIGHTED | $1,508,397 | +286.8% | 14,110 | +264.1% | 0.02% | +325.0% |
| IAU | Buy | ISHARES GOLD TRishares new | $1,573,468 | -0.2% | 43,239 | +2.5% | 0.02% | -5.6% |
| TT | Buy | TRANE TECHNOLOGIES PLC | $1,564,055 | +4.4% | 8,178 | +0.4% | 0.02% | 0.0% |
| SNPS | Buy | SYNOPSYS INC | $1,457,319 | +14.6% | 3,347 | +1.6% | 0.02% | +14.3% |
| EFX | Buy | EQUIFAX INC | $1,417,972 | +16.1% | 6,026 | +0.1% | 0.02% | +14.3% |
| AIG | Buy | AMERICAN INTL GROUP INC | $1,438,044 | +91.5% | 24,992 | +67.6% | 0.02% | +100.0% |
| ATO | Buy | ATMOS ENERGY CORP | $1,464,218 | +4.2% | 12,586 | +0.6% | 0.02% | 0.0% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $1,426,197 | +4.5% | 26,211 | +2.7% | 0.02% | +6.7% |
| DFEB | Buy | FIRST TR EXCHNG TRADED FD VIus eqt deep dufr | $1,370,121 | +5.8% | 38,737 | +0.6% | 0.02% | 0.0% |
| CTSH | Buy | COGNIZANT TECHNOLOGY SOLUTIOcl a | $1,337,854 | +8.0% | 20,494 | +0.8% | 0.02% | +7.1% |
| SPGP | New | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $1,339,951 | – | 14,761 | +100.0% | 0.02% | – |
| BUFR | New | FIRST TR EXCHNG TRADED FD VIcboe vest us eq | $1,369,846 | – | 54,706 | +100.0% | 0.02% | – |
| HDV | Buy | ISHARES TRcore high dv etf | $1,330,278 | -0.7% | 13,198 | +0.2% | 0.02% | 0.0% |
| LEG | Buy | LEGGETT & PLATT INC | $1,384,199 | -6.9% | 46,732 | +0.3% | 0.02% | -11.8% |
| Buy | J P MORGAN EXCHANGE TRADED Factive value etf | $1,266,982 | +127.5% | 23,840 | +120.4% | 0.01% | +133.3% | |
| BIL | Buy | SPDR SER TRbloomberg 1-3 mo | $1,234,506 | +23.1% | 13,445 | +23.1% | 0.01% | +27.3% |
| FPE | Buy | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $1,305,048 | +44.0% | 81,719 | +43.9% | 0.01% | +40.0% |
| EWW | New | ISHARES INCmsci mexico etf | $1,199,514 | – | 19,291 | +100.0% | 0.01% | – |
| YUMC | Buy | YUM CHINA HLDGS INC | $1,188,958 | +5.2% | 21,043 | +18.1% | 0.01% | 0.0% |
| WWE | New | WORLD WRESTLING ENTMT INCcl a | $1,190,133 | – | 10,972 | +100.0% | 0.01% | – |
| KRE | Buy | SPDR SER TRs&p regl bkg | $1,175,463 | -6.5% | 28,788 | +0.4% | 0.01% | -7.1% |
| HACK | Buy | ETF MANAGERS TRprime cybr scrty | $1,166,361 | +5.8% | 23,060 | +0.0% | 0.01% | +8.3% |
| PSA | Buy | PUBLIC STORAGE | $1,185,610 | +13.7% | 4,062 | +17.7% | 0.01% | +8.3% |
| FLTR | Buy | VANECK ETF TRUSTig floating rate | $1,097,969 | +3.2% | 43,484 | +2.1% | 0.01% | 0.0% |
| NEAR | Buy | ISHARES U S ETF TRblackrock st mat | $1,054,071 | +8.6% | 21,200 | +8.4% | 0.01% | +9.1% |
| JBL | Buy | JABIL INC | $1,049,836 | +23.2% | 9,727 | +0.6% | 0.01% | +20.0% |
| IP | Buy | INTERNATIONAL PAPER CO | $1,104,114 | -11.2% | 34,710 | +0.7% | 0.01% | -14.3% |
| ING | Buy | ING GROEP N.V.sponsored adr | $1,118,951 | +13.5% | 83,070 | +0.0% | 0.01% | +9.1% |
| BDX | Buy | BECTON DICKINSON & CO | $1,115,188 | +25.4% | 4,224 | +17.6% | 0.01% | +20.0% |
| VGSH | Buy | VANGUARD SCOTTSDALE FDSshort term treas | $1,099,904 | +1.1% | 19,052 | +2.5% | 0.01% | 0.0% |
| TSN | Buy | TYSON FOODS INCcl a | $1,059,998 | -3.9% | 20,767 | +11.7% | 0.01% | 0.0% |
| F | Buy | FORD MTR CO DEL | $1,007,611 | +20.7% | 66,598 | +0.5% | 0.01% | +22.2% |
| FV | Buy | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $977,728 | +21.0% | 20,842 | +16.2% | 0.01% | +22.2% |
| CHDN | Buy | CHURCHILL DOWNS INC | $990,614 | +8.2% | 7,118 | +99.8% | 0.01% | +10.0% |
| OLED | Buy | UNIVERSAL DISPLAY CORP | $1,007,041 | -2.3% | 6,987 | +5.2% | 0.01% | -8.3% |
| CACI | Buy | CACI INTL INCcl a | $908,004 | +20.1% | 2,664 | +4.4% | 0.01% | +11.1% |
| IGSB | Buy | ISHARES TR | $898,463 | +1.0% | 17,907 | +1.8% | 0.01% | 0.0% |
| Buy | HALEON PLCspon ads | $890,243 | +3.0% | 106,234 | +0.1% | 0.01% | 0.0% | |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $906,943 | +6.7% | 12,093 | +1.7% | 0.01% | 0.0% |
| CRWS | Buy | CROWN CRAFTS INC | $947,237 | -12.9% | 189,069 | +0.2% | 0.01% | -16.7% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $957,225 | -0.4% | 2,101 | +1.0% | 0.01% | -9.1% |
| FR | Buy | FIRST INDL RLTY TR INC | $836,343 | +7.4% | 15,888 | +8.5% | 0.01% | 0.0% |
| VRSN | New | VERISIGN INC | $865,013 | – | 3,828 | +100.0% | 0.01% | – |
| BP | Buy | BP PLCsponsored adr | $847,364 | -4.4% | 24,012 | +2.7% | 0.01% | -10.0% |
| TROW | Buy | PRICE T ROWE GROUP INC | $841,300 | +0.8% | 7,511 | +1.6% | 0.01% | 0.0% |
| VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $858,160 | -0.5% | 18,097 | +0.3% | 0.01% | -10.0% |
| EWJ | Buy | ISHARES INCmsci jpn etf new | $833,286 | +18.1% | 13,462 | +11.9% | 0.01% | +12.5% |
| CBRE | New | CBRE GROUP INCcl a | $806,779 | – | 9,996 | +100.0% | 0.01% | – |
| ITW | Buy | ILLINOIS TOOL WKS INC | $717,306 | +6.5% | 2,867 | +3.6% | 0.01% | 0.0% |
| SOXX | Buy | ISHARES TRishares semicdtr | $759,961 | +14.6% | 1,497 | +0.4% | 0.01% | +14.3% |
| IAI | Buy | ISHARES TRus br del se etf | $686,646 | -0.4% | 7,565 | +0.5% | 0.01% | 0.0% |
| MNST | Buy | MONSTER BEVERAGE CORP NEW | $718,460 | +6.6% | 12,508 | +0.2% | 0.01% | 0.0% |
| New | SPX TECHNOLOGIES INC | $711,289 | – | 8,371 | +100.0% | 0.01% | – | |
| CHH | Buy | CHOICE HOTELS INTL INC | $699,356 | +12.9% | 5,951 | +12.6% | 0.01% | +14.3% |
| UFPI | Buy | UFP INDUSTRIES INC | $736,809 | +35.5% | 7,592 | +10.9% | 0.01% | +33.3% |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $686,106 | -13.1% | 24,083 | +5.5% | 0.01% | -11.1% |
| FMX | Buy | FOMENTO ECONOMICO MEXICANO Sspon adr units | $680,669 | +17.8% | 6,141 | +1.2% | 0.01% | 0.0% |
| SMH | Buy | VANECK ETF TRUSTsemiconductr etf | $594,632 | -13.4% | 3,906 | +49.7% | 0.01% | -12.5% |
| TFI | Buy | SPDR SER TRnuveen blmbrg mu | $616,688 | -1.3% | 13,360 | +0.1% | 0.01% | 0.0% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $603,466 | +66.6% | 8,309 | +67.8% | 0.01% | +75.0% |
| AMP | Buy | AMERIPRISE FINL INC | $679,267 | +11.3% | 2,045 | +2.7% | 0.01% | 0.0% |
| Buy | BATH & BODY WORKS INC | $681,390 | +22.7% | 18,170 | +19.7% | 0.01% | +16.7% | |
| CNI | Buy | CANADIAN NATL RY CO | $647,420 | +2.9% | 5,348 | +0.3% | 0.01% | 0.0% |
| RWL | Buy | INVESCO EXCH TRADED FD TR IIs&p 500 revenue | $593,477 | +5.7% | 7,418 | +0.6% | 0.01% | +16.7% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $626,238 | +18.1% | 8,817 | +12.9% | 0.01% | +16.7% |
| NXGN | Buy | NEXTGEN HEALTHCARE INC | $600,495 | +14.4% | 37,021 | +22.8% | 0.01% | +16.7% |
| ALGT | Buy | ALLEGIANT TRAVEL CO | $673,198 | +40.2% | 5,331 | +2.1% | 0.01% | +40.0% |
| SPLK | New | SPLUNK INC | $562,283 | – | 5,300 | +100.0% | 0.01% | – |
| ALGN | Buy | ALIGN TECHNOLOGY INC | $558,044 | +6.1% | 1,578 | +0.3% | 0.01% | 0.0% |
| RESP | Buy | WISDOMTREE TRus esg fund | $546,457 | +6.9% | 11,899 | +0.3% | 0.01% | 0.0% |
| EXP | Buy | EAGLE MATLS INC | $513,214 | +37.9% | 2,753 | +8.6% | 0.01% | +50.0% |
| PWR | New | QUANTA SVCS INC | $514,504 | – | 2,619 | +100.0% | 0.01% | – |
| VHT | Buy | VANGUARD WORLD FDShealth car etf | $558,940 | +5.5% | 2,282 | +2.8% | 0.01% | 0.0% |
| New | CRANE NXT CO | $562,879 | – | 9,973 | +100.0% | 0.01% | – | |
| GLW | Buy | CORNING INC | $556,771 | -0.6% | 15,890 | +0.1% | 0.01% | 0.0% |
| GNTX | Buy | GENTEX CORP | $577,448 | +11.9% | 19,735 | +7.2% | 0.01% | 0.0% |
| DHI | Buy | D R HORTON INC | $481,298 | +80.1% | 3,955 | +44.6% | 0.01% | +66.7% |
| FLO | Buy | FLOWERS FOODS INC | $436,196 | -3.7% | 17,532 | +6.0% | 0.01% | 0.0% |
| BLV | New | VANGUARD BD INDEX FDSlong term bond | $429,618 | – | 5,734 | +100.0% | 0.01% | – |
| PPG | Buy | PPG INDS INC | $470,318 | +11.1% | 3,171 | +0.0% | 0.01% | 0.0% |
| QCLN | Buy | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $489,546 | -0.1% | 9,569 | +2.0% | 0.01% | -16.7% |
| PHB | Buy | INVESCO EXCH TRADED FD TR IIfndmntl hy crp | $413,175 | -0.2% | 23,637 | +0.0% | 0.01% | 0.0% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $451,457 | +18.5% | 4,472 | +9.2% | 0.01% | +25.0% |
| HPE | Buy | HEWLETT PACKARD ENTERPRISE C | $479,923 | +18.5% | 28,568 | +12.3% | 0.01% | 0.0% |
| BILL | Buy | BILL HOLDINGS INC | $432,698 | +44.8% | 3,703 | +0.6% | 0.01% | +66.7% |
| STAG | New | STAG INDL INC | $487,432 | – | 13,585 | +100.0% | 0.01% | – |
| Buy | AMERICAN CENTY ETF TRus large cap vlu | $422,150 | +4.4% | 7,913 | +0.1% | 0.01% | 0.0% | |
| CRI | Buy | CARTERS INC | $490,843 | +19.5% | 6,761 | +18.4% | 0.01% | 0.0% |
| EMN | Buy | EASTMAN CHEM CO | $384,778 | +1.2% | 4,596 | +2.0% | 0.00% | 0.0% |
| RMBS | New | RAMBUS INC DEL | $327,523 | – | 5,104 | +100.0% | 0.00% | – |
| LW | Buy | LAMB WESTON HLDGS INC | $399,634 | +10.1% | 3,477 | +0.1% | 0.00% | 0.0% |
| New | CIVITAS RESOURCES INC | $387,712 | – | 5,589 | +100.0% | 0.00% | – | |
| PPA | New | INVESCO EXCHANGE TRADED FD Taerospace defn | $351,422 | – | 4,158 | +100.0% | 0.00% | – |
| BSX | Buy | BOSTON SCIENTIFIC CORP | $323,134 | +8.7% | 5,974 | +0.5% | 0.00% | +33.3% |
| RFG | Buy | INVESCO EXCHANGE TRADED FD Ts&p mdcp400 pr | $347,285 | +6.9% | 1,778 | +0.2% | 0.00% | 0.0% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $383,876 | +27.2% | 7,643 | +28.3% | 0.00% | +33.3% |
| APA | Buy | APA CORPORATION | $359,606 | +10.9% | 10,524 | +17.1% | 0.00% | 0.0% |
| RYE | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql enr | $331,011 | +5.1% | 4,838 | +4.9% | 0.00% | 0.0% |
| FLV | Buy | AMERICAN CENTY ETF TRfocused lrg cap | $325,993 | +3.2% | 5,458 | +0.3% | 0.00% | 0.0% |
| DLN | Buy | WISDOMTREE TRus largecap divd | $348,759 | +19.2% | 5,484 | +15.9% | 0.00% | +33.3% |
| AKAM | Buy | AKAMAI TECHNOLOGIES INC | $322,274 | +15.1% | 3,586 | +0.3% | 0.00% | +33.3% |
| IR | Buy | INGERSOLL RAND INC | $324,237 | +12.7% | 4,960 | +0.3% | 0.00% | +33.3% |
| APTV | Buy | APTIV PLC | $336,488 | -8.9% | 3,296 | +0.1% | 0.00% | 0.0% |
| MOD | New | MODINE MFG CO | $329,072 | – | 9,966 | +100.0% | 0.00% | – |
| PFL | Buy | PIMCO INCOME STRATEGY FD | $319,401 | +3.7% | 38,999 | +2.9% | 0.00% | 0.0% |
| PML | New | PIMCO MUN INCOME FD II | $271,200 | – | 30,000 | +100.0% | 0.00% | – |
| TWLO | Buy | TWILIO INCcl a | $283,616 | -2.3% | 4,458 | +2.3% | 0.00% | 0.0% |
| MRO | New | MARATHON OIL CORP | $240,007 | – | 10,426 | +100.0% | 0.00% | – |
| PMF | New | PIMCO MUN INCOME FD | $308,400 | – | 30,000 | +100.0% | 0.00% | – |
| IHDG | Buy | WISDOMTREE TRitl hdg qtly div | $274,215 | +1.9% | 6,826 | +0.0% | 0.00% | 0.0% |
| EA | Buy | ELECTRONIC ARTS INC | $314,262 | +7.8% | 2,423 | +0.1% | 0.00% | 0.0% |
| MFC | Buy | MANULIFE FINL CORP | $244,559 | +3.1% | 12,933 | +0.1% | 0.00% | 0.0% |
| MCO | Buy | MOODYS CORP | $301,473 | +14.4% | 867 | +0.7% | 0.00% | 0.0% |
| DXC | Buy | DXC TECHNOLOGY CO | $257,824 | +17.2% | 9,649 | +12.1% | 0.00% | +50.0% |
| SUSA | Buy | ISHARES TRmsci usa esg slc | $272,006 | +17.1% | 2,905 | +9.8% | 0.00% | 0.0% |
| LECO | New | LINCOLN ELEC HLDGS INC | $256,233 | – | 1,290 | +100.0% | 0.00% | – |
| FBHS | New | FORTUNE BRANDS INNOVATIONS I | $232,399 | – | 3,230 | +100.0% | 0.00% | – |
| RDVY | Buy | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $267,150 | +5.5% | 5,671 | +0.5% | 0.00% | 0.0% |
| IJT | Buy | ISHARES TRs&p sml 600 gwt | $236,787 | +12.5% | 2,060 | +7.6% | 0.00% | +50.0% |
| IAT | New | ISHARES TRus regnl bks etf | $314,315 | – | 9,284 | +100.0% | 0.00% | – |
| MRVL | New | MARVELL TECHNOLOGY INC | $242,248 | – | 4,052 | +100.0% | 0.00% | – |
| New | RBB FD INCus treas 3 mnth | $317,142 | – | 6,330 | +100.0% | 0.00% | – | |
| SGOV | New | ISHARES TR0-3 mnth treasry | $275,927 | – | 2,742 | +100.0% | 0.00% | – |
| SPSM | Buy | SPDR SER TRportfolio s&p600 | $235,918 | +2.9% | 6,074 | +0.1% | 0.00% | 0.0% |
| COG | Buy | COTERRA ENERGY INC | $308,996 | +3.3% | 12,213 | +0.1% | 0.00% | 0.0% |
| ET | Buy | ENERGY TRANSFER L P | $247,151 | +14.9% | 19,460 | +12.8% | 0.00% | +50.0% |
| IHI | New | ISHARES TRu.s. med dvc etf | $229,099 | – | 4,057 | +100.0% | 0.00% | – |
| EPP | Buy | ISHARES INCmsci pac jp etf | $242,292 | -3.3% | 5,736 | +0.2% | 0.00% | 0.0% |
| SUN | Buy | SUNOCO LP/SUNOCO FIN CORP | $313,603 | +1.1% | 7,199 | +1.9% | 0.00% | 0.0% |
| New | CONSTELLATION ENERGY CORP | $231,585 | – | 2,530 | +100.0% | 0.00% | – | |
| FDL | Buy | FIRST TR MORNINGSTAR DIVID L | $234,207 | +6.0% | 6,887 | +10.7% | 0.00% | +50.0% |
| HEI | Buy | HEICO CORP NEW | $267,887 | +4.4% | 1,514 | +0.9% | 0.00% | 0.0% |
| NDAQ | Buy | NASDAQ INC | $295,960 | -2.9% | 5,937 | +6.5% | 0.00% | 0.0% |
| DFAC | Buy | DIMENSIONAL ETF TRUSTus core equity 2 | $224,028 | +6.9% | 8,252 | +0.4% | 0.00% | 0.0% |
| RJF | New | RAYMOND JAMES FINL INC | $201,210 | – | 1,939 | +100.0% | 0.00% | – |
| VTWO | New | VANGUARD SCOTTSDALE FDSvng rus2000idx | $213,345 | – | 2,821 | +100.0% | 0.00% | – |
| AEO | New | AMERICAN EAGLE OUTFITTERS IN | $215,541 | – | 18,266 | +100.0% | 0.00% | – |
| NZF | New | NUVEEN MUNICIPAL CREDIT INC | $164,951 | – | 14,147 | +100.0% | 0.00% | – |
| NWL | Buy | NEWELL BRANDS INC | $150,261 | +14.3% | 17,272 | +63.5% | 0.00% | +100.0% |
| ONEQ | New | FIDELITY COMWLTH TR | $216,320 | – | 4,000 | +100.0% | 0.00% | – |
| WYNN | New | WYNN RESORTS LTD | $227,550 | – | 2,154 | +100.0% | 0.00% | – |
| NXST | Buy | NEXSTAR MEDIA GROUP INC | $206,189 | -0.5% | 1,238 | +3.2% | 0.00% | 0.0% |
| STX | Buy | SEAGATE TECHNOLOGY HLDNGS PL | $217,006 | -6.4% | 3,507 | +0.0% | 0.00% | -33.3% |
| ATEN | Buy | A10 NETWORKS INC | $220,607 | -5.4% | 15,120 | +0.4% | 0.00% | -33.3% |
| FAX | Buy | ABRDN ASIA PACIFIC INCOME FU | $123,813 | +4.2% | 45,857 | +2.6% | 0.00% | 0.0% |
| CDE | Buy | COEUR MNG INC | $47,712 | +10.7% | 16,800 | +55.6% | 0.00% | – |
| LNSR | New | LENSAR INC | $107,313 | – | 25,250 | +100.0% | 0.00% | – |
| MFM | Buy | MFS MUN INCOME TRsh ben int | $53,097 | -3.5% | 10,411 | +1.1% | 0.00% | 0.0% |
| New | VIZSLA SILVER CORP | $13,176 | – | 10,800 | +100.0% | 0.00% | – | |
| New | HISTOGEN INC | $7,147 | – | 10,050 | +100.0% | 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 2023-08-08
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| COCA COLA CO | 45 | Q2 2024 | 15.2% |
| ISHARES TR | 45 | Q2 2024 | 9.2% |
| ISHARES TR | 45 | Q2 2024 | 9.1% |
| APPLE INC | 45 | Q2 2024 | 2.7% |
| ISHARES TR | 45 | Q2 2024 | 1.9% |
| ISHARES TR | 45 | Q2 2024 | 2.7% |
| ISHARES TR | 45 | Q2 2024 | 1.7% |
| MICROSOFT CORP | 45 | Q2 2024 | 2.4% |
| SPDR S&P 500 ETF TR | 45 | Q2 2024 | 2.2% |
| SOUTHERN CO | 45 | Q2 2024 | 1.8% |
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 | 2024-09-04 |
| S-3ASR | 2024-09-04 |
| N-PX | 2024-08-27 |
| 4 | 2024-08-16 |
| 4 | 2024-08-14 |
| 4 | 2024-08-14 |
| 4 | 2024-08-14 |
| 4 | 2024-08-14 |
| 4 | 2024-08-14 |
| 4 | 2024-08-14 |
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.