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Home > Institutional Investor > Synergy Financial Management, Llc > Profile

Instuitional Investor - Synergy Financial Management, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Synergy Financial Management, Llc
Portfolio Value	$2,762,695,268

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Microsoft Corp	MSFT	617,591	$313,373,530	11.34%
2.	Nvidia Corp	NVDA	1,050,288	$180,145,089	6.52%
3.	Spdr Series Trust		1,879,535	$172,421,824	6.24%
4.	Ishares Tr		1,704,567	$171,641,088	6.21%
5.	Meta Platforms Inc.	META	141,739	$104,365,785	3.78%