Filer Name: SYNERGY FINANCIAL GROUP, LTD
CIK: 1905669
Period: 2024-12-31
Filed At: 2025-02-04
Number of Holdings: 101
Portfolio Value: $0.12B

Synergy Financial Group, Ltd Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
AMZN US AMAZON.COM INC 41,221 $9M 7.54% -2.5% -
NVDA US NVIDIA CORP 64,103 $9M 7.18% -6.5% -
MSFT US MICROSOFT CORP 18,705 $8M 6.57% -15.0% -
SHOP US SHOPIFY INC - CLASS A 61,292 $7M 5.43% -5.0% -
TTD US TRADE DESK INC/THE -CLASS A 46,592 $5M 4.57% -2.7% -
AAPL US APPLE INC 21,550 $5M 4.50% -1.3% -
040413205 - ARISTA NETWORKS INC 38,045 $4M 3.51% 100.0% -
NFLX US NETFLIX INC 4,360 $4M 3.24% -1.5% -
META US META PLATFORMS INC-CLASS A 6,398 $4M 3.12% -3.0% -
GOOG US ALPHABET INC-CL C 18,990 $4M 3.02% -3.6% -
TSLA US TESLA INC 8,374 $3M 2.82% 0.8% -
MELI US MERCADOLIBRE INC 1,619 $3M 2.30% 4.9% -
GSST US GOLDMAN SACHS ACCESS U/SHORT 52,065 $3M 2.18% 333.1% -
VOO US VANGUARD S&P 500 ETF 4,619 $2M 2.08% 198.8% -
CMG US CHIPOTLE MEXICAN GRILL INC 36,341 $2M 1.83% 2.1% -
VGT US VANGUARD INFO TECH ETF 3,158 $2M 1.64% 100.0% -
TMFC US MOTLEY FOOL 100 INDEX ETF 30,755 $2M 1.54% 15.1% -
MA US MASTERCARD INC - A 3,473 $2M 1.52% -5.7% -
NOW US SERVICENOW INC 1,490 $2M 1.32% -11.8% -
CRWD US CROWDSTRIKE HOLDINGS INC - A 4,111 $1M 1.17% 4.1% -
SmartTypes

Empowering investors with intelligent data analytics and market insights.

Quick Links
Connect With Us