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

Instuitional Investor - Synergy Financial Management, Llc

Fund Profile
Filing Period:
Fund Name: Synergy Financial Management, Llc
Portfolio Value $874,283,347
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 158,416 $78,797,703 9.01%
2.
Spdr Series Trust
 637,800 $58,505,394 6.69%
3.
Ishares Tr
 440,428 $44,346,695 5.07%
4.
Nvidia Corp
 NVDA 276,629 $43,704,616 5%
5.
Apple Inc.
 AAPL 160,319 $32,892,649 3.76%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)