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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 $812,966,787
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 178,107 $66,859,586 8.43%
2.
Spdr Ser Tr
 533,333 $48,922,636 6.17%
3.
Ishares Tr
 430,875 $43,376,186 5.47%
4.
Apple Inc.
 AAPL 175,777 $39,045,345 4.92%
5.
Nvidia Corp
 NVDA 294,490 $31,916,826 4.02%
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)