Synergy Financial Group, LTD holdings history

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117 is the total number of securities Synergy Financial Group, LTD has owned. The longest Synergy Financial Group, LTD has owned a single stock is 8 quarters.

Synergy Financial Group, LTD historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
MSFT MICROSOFT CORP885.59%7.75%10.02%Q4 2021Q3 20238
AMZN AMAZON COM INC886.35%7.22%7.78%Q4 2021Q3 20238
AAPL APPLE INC883.85%5.25%6.55%Q4 2021Q3 20238
TTD THE TRADE DESK INC884.10%4.92%5.63%Q4 2021Q3 20238
NVDA NVIDIA CORPORATION882.92%4.60%5.96%Q4 2021Q3 20238
SHOP SHOPIFY INC882.60%4.26%5.62%Q4 2021Q3 20238
GOOG ALPHABET INC882.74%3.06%3.54%Q4 2021Q3 20238
NFLX NETFLIX INC881.59%2.60%3.14%Q4 2021Q3 20238
FB META PLATFORMS INC881.92%2.46%3.02%Q4 2021Q3 20238
ANET ARISTA NETWORKS INC881.57%2.38%3.12%Q4 2021Q3 20238
TSLA TESLA INC881.50%2.20%2.80%Q4 2021Q3 20238
MELI MERCADOLIBRE INC881.33%2.14%2.95%Q4 2021Q3 20238
CMG CHIPOTLE MEXICAN GRILL...881.42%2.01%2.40%Q4 2021Q3 20238
ZS ZSCALER INC881.26%1.90%2.48%Q4 2021Q3 20238
DIS DISNEY WALT CO881.33%1.78%2.14%Q4 2021Q3 20238
MA MASTERCARD INCORPORATED880.80%1.62%2.18%Q4 2021Q3 20238
SBUX STARBUCKS CORP881.08%1.48%2.17%Q4 2021Q3 20238
PAYC PAYCOM SOFTWARE INC880.99%1.46%2.04%Q4 2021Q3 20238
DDOG DATADOG INC880.91%1.23%1.53%Q4 2021Q3 20238
ZM ZOOM VIDEO COMMUNICATI...880.53%1.23%2.24%Q4 2021Q3 20238
WD WALKER & DUNLOP INC880.91%1.13%1.42%Q4 2021Q3 20238
KNSL KINSALE CAP GROUP INC880.34%1.04%1.44%Q4 2021Q3 20238
CRWD CROWDSTRIKE HLDGS INC880.72%1.03%1.46%Q4 2021Q3 20238
OKTA OKTA INC880.56%1.02%1.69%Q4 2021Q3 20238
APPN APPIAN CORP880.86%1.02%1.33%Q4 2021Q3 20238
QQQ INVESCO QQQ TR880.22%0.99%1.63%Q4 2021Q3 20238
ABNB AIRBNB INC880.74%0.97%1.11%Q4 2021Q3 20238
COST COSTCO WHSL CORP NEW880.44%0.89%1.20%Q4 2021Q3 20238
SQ BLOCK INC880.37%0.88%1.50%Q4 2021Q3 20238
UPWK UPWORK INC880.45%0.85%1.30%Q4 2021Q3 20238
NKE NIKE INC880.62%0.83%1.32%Q4 2021Q3 20238
VOO VANGUARD INDEX FDS880.51%0.83%1.04%Q4 2021Q3 20238
MDB MONGODB INC880.58%0.79%1.06%Q4 2021Q3 20238
NOW SERVICENOW INC880.46%0.78%1.50%Q4 2021Q3 20238
NEE NEXTERA ENERGY INC880.45%0.70%0.92%Q4 2021Q3 20238
SNOW SNOWFLAKE INC880.52%0.65%0.85%Q4 2021Q3 20238
PYPL PAYPAL HLDGS INC880.35%0.65%0.95%Q4 2021Q3 20238
JD JD.COM INC880.32%0.64%0.97%Q4 2021Q3 20238
WIX WIX COM LTD880.48%0.64%0.73%Q4 2021Q3 20238
CRM SALESFORCE INC880.50%0.62%0.76%Q4 2021Q3 20238
AVGO BROADCOM INC880.44%0.62%0.97%Q4 2021Q3 20238
PINS PINTEREST INC880.33%0.61%0.93%Q4 2021Q3 20238
SCHG SCHWAB STRATEGIC TR880.51%0.60%0.68%Q4 2021Q3 20238
WM WASTE MGMT INC DEL880.46%0.59%0.73%Q4 2021Q3 20238
LMND LEMONADE INC880.22%0.57%0.93%Q4 2021Q3 20238
GOOGL ALPHABET INC880.27%0.56%0.95%Q4 2021Q3 20238
EA ELECTRONIC ARTS INC880.27%0.44%0.62%Q4 2021Q3 20238
WDAY WORKDAY INC880.37%0.43%0.56%Q4 2021Q3 20238
NET CLOUDFLARE INC880.34%0.41%0.52%Q4 2021Q3 20238
ISRG INTUITIVE SURGICAL INC880.32%0.41%0.53%Q4 2021Q3 20238
BRKB BERKSHIRE HATHAWAY INC...880.27%0.41%0.54%Q4 2021Q3 20238
ATVI ACTIVISION BLIZZARD INC880.26%0.40%0.48%Q4 2021Q3 20238
ADSK AUTODESK INC880.27%0.39%0.50%Q4 2021Q3 20238
IVV ISHARES TR880.28%0.37%0.49%Q4 2021Q3 20238
VT VANGUARD INTL EQUITY I...880.29%0.36%0.46%Q4 2021Q3 20238
INTU INTUIT880.31%0.36%0.43%Q4 2021Q3 20238
KMI KINDER MORGAN INC DEL880.20%0.32%0.46%Q4 2021Q3 20238
TWLO TWILIO INC430.28%0.67%1.13%Q4 2021Q3 20237
DOCN DIGITALOCEAN HLDGS INC770.42%0.63%0.83%Q4 2021Q2 20237
TSCO TRACTOR SUPPLY CO770.29%0.49%0.58%Q4 2021Q2 20237
HUBS HUBSPOT INC430.33%0.48%0.76%Q4 2021Q3 20237
PLNT PLANET FITNESS INC770.32%0.45%0.64%Q4 2021Q2 20237
SEDG SOLAREDGE TECHNOLOGIES...770.31%0.44%0.56%Q4 2021Q2 20237
MTN VAIL RESORTS INC770.30%0.40%0.52%Q4 2021Q2 20237
IBKR INTERACTIVE BROKERS GR...520.25%0.35%0.47%Q4 2021Q3 20237
SNPS SYNOPSYS INC430.26%0.32%0.35%Q4 2021Q3 20237
ENPH ENPHASE ENERGY INC660.50%0.99%1.57%Q2 2022Q3 20236
AMD ADVANCED MICRO DEVICES...330.42%0.48%0.54%Q1 2022Q3 20236
UBER UBER TECHNOLOGIES INC310.32%0.39%0.49%Q4 2021Q3 20236
HAS HASBRO INC420.27%0.35%0.48%Q4 2021Q3 20236
RGEN REPLIGEN CORP660.28%0.34%0.40%Q4 2021Q1 20236
NICE NICE LTD420.25%0.31%0.37%Q4 2021Q2 20236
UPST UPSTART HLDGS INC410.31%0.88%1.50%Q4 2021Q2 20235
SIVB SVB FINANCIAL GROUP550.64%0.88%1.00%Q4 2021Q4 20225
DOCU DOCUSIGN INC410.33%0.84%1.20%Q4 2021Q1 20235
GBIL GOLDMAN SACHS ETF TR550.36%0.71%1.06%Q3 2022Q3 20235
ASML ASML HOLDING N V320.24%0.61%0.95%Q4 2021Q3 20235
FVRR FIVERR INTL LTD410.38%0.52%0.65%Q4 2021Q1 20235
VNQ VANGUARD INDEX FDS550.35%0.42%0.54%Q3 2022Q3 20235
TEAM ATLASSIAN CORP PLC440.98%1.17%1.34%Q4 2021Q3 20224
ATLASSIAN CORPORATION440.77%0.84%0.98%Q4 2022Q3 20234
TDOC TELADOC HEALTH INC440.34%0.62%0.85%Q4 2021Q3 20224
ROKU ROKU INC440.32%0.48%0.71%Q4 2021Q3 20224
TDG TRANSDIGM GROUP INC440.35%0.46%0.55%Q4 2021Q3 20224
VO VANGUARD INDEX FDS310.19%0.39%0.51%Q4 2021Q3 20234
ETSY ETSY INC220.35%0.38%0.42%Q4 2021Q4 20224
AMN AMN HEALTHCARE SVCS INC440.28%0.36%0.45%Q4 2021Q3 20224
SCHD SCHWAB STRATEGIC TR310.21%0.26%0.32%Q4 2021Q3 20234
SKLZ SKILLZ INC440.02%0.06%0.13%Q4 2021Q3 20224
VWO VANGUARD INTL EQUITY I...330.29%0.35%0.41%Q1 2023Q3 20233
FLGT FULGENT GENETICS INC330.27%0.33%0.37%Q4 2021Q2 20223
MASI MASIMO CORP210.21%0.31%0.37%Q4 2021Q1 20233
GTLS CHART INDS INC210.24%0.29%0.32%Q4 2021Q3 20223
ZG ZILLOW GROUP INC210.27%0.29%0.30%Q4 2021Q2 20233
UNP UNION PAC CORP330.23%0.29%0.34%Q4 2021Q2 20223
BKNG BOOKING HOLDINGS INC210.22%0.26%0.30%Q4 2021Q3 20233
SPY SPDR S&P 500 ETF TR220.91%0.95%0.99%Q2 2023Q3 20232
VTEB VANGUARD MUN BD FDS220.49%0.60%0.70%Q3 2022Q4 20222
UDEMY INC220.42%0.47%0.52%Q2 2023Q3 20232
SE SEA LTD220.35%0.46%0.56%Q4 2021Q1 20222
MINT PIMCO ETF TR220.26%0.33%0.41%Q4 2021Q1 20222
ZEN ZENDESK INC220.24%0.28%0.32%Q4 2021Q1 20222
TREX TREX CO INC220.24%0.26%0.29%Q4 2021Q1 20222
Z ZILLOW GROUP INC220.24%0.25%0.27%Q4 2021Q1 20222
SCHV SCHWAB STRATEGIC TR220.21%0.22%0.24%Q4 2021Q1 20222
XLI SELECT SECTOR SPDR TR220.19%0.20%0.22%Q4 2021Q1 20222
ZNGA ZYNGA INC110.60%0.60%0.60%Q4 2021Q4 20211
XLNX XILINX INC110.52%0.52%0.52%Q4 2021Q4 20211
VGT VANGUARD WORLD FDS110.43%0.43%0.43%Q3 2023Q3 20231
GSST GOLDMAN SACHS ETF TR110.39%0.39%0.39%Q3 2023Q3 20231
ALB ALBEMARLE CORP110.38%0.38%0.38%Q3 2022Q3 20221
PTON PELOTON INTERACTIVE INC110.23%0.23%0.23%Q4 2021Q4 20211
FIVE FIVE BELOW INC110.22%0.22%0.22%Q4 2021Q4 20211
LRCX LAM RESEARCH CORP110.22%0.22%0.22%Q4 2021Q4 20211
WING WINGSTOP INC110.19%0.19%0.19%Q4 2021Q4 20211
COUP COUPA SOFTWARE INC110.18%0.18%0.18%Q4 2021Q4 20211
TTWO TAKE-TWO INTERACTIVE S...110.18%0.18%0.18%Q4 2021Q4 20211
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The securities at the top of the list , including MICROSOFT CORP, AMAZON COM INC, and APPLE INC, are the highest-conviction holdings of Synergy Financial Group, LTD.

The conviction is calculated by counting the number of quarters a security has been reported by Synergy Financial Group, LTD. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Synergy Financial Group, LTD owns currently or has owned in the past.