Companies 0 See All

Hedge Funds 0 See All

Insiders 0 See All

Institutional Investors 0 See All

Click here to see all results for

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	$941,698,789

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Spdr Series Trust		1,044,993	$95,763,159	10.17%
2.	Microsoft Corp	MSFT	143,747	$53,210,827	5.65%
3.	Nvidia Corp	NVDA	285,016	$49,706,790	5.28%
4.	Apple Inc.	AAPL	158,322	$40,180,540	4.27%
5.	Ishares Tr		386,380	$38,893,011	4.13%