$66.7 Million is the total value of Synergy Financial Group, LTD's 88 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTEB | New | VANGUARD MUN BD FDStax exempt bd | $328,000 | – | 6,823 | +100.0% | 0.49% | – |
| VNQ | New | VANGUARD INDEX FDSreal estate etf | $262,000 | – | 3,268 | +100.0% | 0.39% | – |
| ETSY | New | ETSY INC | $257,000 | – | 2,571 | +100.0% | 0.38% | – |
| ALB | New | ALBEMARLE CORP | $255,000 | – | 963 | +100.0% | 0.38% | – |
| GBIL | New | GOLDMAN SACHS ETF TRacces treasury | $237,000 | – | 2,374 | +100.0% | 0.36% | – |
| IBKR | New | INTERACTIVE BROKERS GROUP IN | $219,000 | – | 3,425 | +100.0% | 0.33% | – |
| UBER | New | UBER TECHNOLOGIES INC | $217,000 | – | 8,188 | +100.0% | 0.32% | – |
| GTLS | New | CHART INDS INC | $215,000 | – | 1,164 | +100.0% | 0.32% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-01
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.