| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 8 | Q3 2023 | 10.0% |
| AMAZON COM INC | 8 | Q3 2023 | 7.8% |
| APPLE INC | 8 | Q3 2023 | 6.5% |
| THE TRADE DESK INC | 8 | Q3 2023 | 5.6% |
| NVIDIA CORPORATION | 8 | Q3 2023 | 6.0% |
| SHOPIFY INC | 8 | Q3 2023 | 5.6% |
| ALPHABET INC | 8 | Q3 2023 | 3.5% |
| NETFLIX INC | 8 | Q3 2023 | 3.1% |
| META PLATFORMS INC | 8 | Q3 2023 | 3.0% |
| ARISTA NETWORKS INC | 8 | Q3 2023 | 3.1% |
View Synergy Financial Group, LTD's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-15 |
| 13F-HR | 2023-11-02 |
| 13F-HR | 2023-08-16 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-02-03 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-08-04 |
| 13F-HR | 2022-08-03 |
| 13F-HR | 2022-02-11 |
View Synergy Financial Group, LTD'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.