$95.2 Million is the total value of Synergy Financial Group, LTD's 97 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
AMD | New | ADVANCED MICRO DEVICES INC | $515,000 | – | 4,713 | +100.0% | 0.54% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-03
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.