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 Investment Management, Llc > Profile

Instuitional Investor - Synergy Investment Management, Llc

Fund Profile
Filing Period:
Fund Name: Synergy Investment Management, Llc
Portfolio Value $413,371,736
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 46,347 $34,708,832 8.4%
2.
Vanguard S&P
 32,417 $22,264,370 5.39%
3.
Vanguard Growth
 190,484 $16,408,280 3.97%
4.
Blackrock Etf Trust
 DYNF 224,903 $15,295,651 3.7%
5.
Spdr Series Trust
 KRE 121,276 $14,430,618 3.49%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

Subscribe Now

30 day money back guarantee. Cancel anytime.

Past performance does not guarantee future returns. Click to see how the portfolio is constructed.