Sponsored

The Analysis of Synergy Financial Group, LTD's Holdings & P&L

Currently, Synergy Financial Group, LTD holds 123 types of securities in its portfolio with a total value $133.1M. In the most recent quarter, they have increased their positions in VTEC (+15.5K shares, valued at $1.5M), N/A (+1.2K shares, valued at $697.9K), N/A (+2.0K shares, valued at $587.2K); decreased their positions in TSLA (-2.6K shares, valued at $977.3K), SHOP (-1.5K shares, valued at $181.0K), AMZN (-703 shares, valued at $146.4K); initiated new positions in VTEC (+15.5K shares, valued at $1.5M), IEFA (+5.7K shares, valued at $516.8K), IWM (+1.9K shares, valued at $471.2K).

1M P&L

+5.0M+4.30%

3M P&L

-13.8M-10.20%

HY P&L

-21.3M-14.87%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A20.6M

16.7%

2Software - Application19.0M

15.4%

3Software - Infrastructure16.6M

13.5%

Top Industries by Stock Count

1N/A27 stocks

25.7%

2Software - Application16 stocks

15.2%

3Software - Infrastructure7 stocks

6.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION61.9K shares-0.31%2026-03-312026-05-15

MSFT MICROSOFT CORP24.5K shares4.58%2026-03-312026-05-15

AMZN AMAZON COM INC40.8K shares-1.69%2026-03-312026-05-15

SHOP SHOPIFY INC52.8K shares-2.81%2026-03-312026-05-15

ALPHABET INC ALPHABET INC20.5K shares-1.61%2026-03-312026-05-15

AAPL APPLE INC22.8K shares4.58%2026-03-312026-05-15

VANGUARD INDEX FDS VANGUARD INDEX FDS7.3K shares19.06%2026-03-312026-05-15

META META PLATFORMS INC7.3K shares3.45%2026-03-312026-05-15

Sponsored

TSLA TESLA INC10.5K shares-20.07%2026-03-312026-05-15

TMFC RBB FD INC51.9K shares3.44%2026-03-312026-05-15

NFLX NETFLIX INC.35.4K shares-0.98%2026-03-312026-05-15

MELI MERCADOLIBRE INC1.7K shares1.59%2026-03-312026-05-15

ARISTA NETWORKS INC ARISTA NETWORKS INC21.9K shares-0.79%2026-03-312026-05-15

VGT VANGUARD WORLD FD3.5K shares2.50%2026-03-312026-05-15

ALPHABET INC ALPHABET INC7.2K shares39.41%2026-03-312026-05-15

VWO VANGUARD INTL EQUITY INDEX F35.6K shares23.88%2026-03-312026-05-15

Sponsored

MA MASTERCARD INCORPORATED3.4K shares2.59%2026-03-312026-05-15

TTD THE TRADE DESK INC72.0K shares-3.39%2026-03-312026-05-15

BROADCOM INC BROADCOM INC5.1K shares-0.74%2026-03-312026-05-15

VO VANGUARD INDEX FDS5.4K shares-0.35%2026-03-312026-05-15

VTEC VANGUARD CALIF TAX FREE FDS15.5K sharesnew addition2026-03-312026-05-15

CRWD CROWDSTRIKE HLDGS INC3.9K shares-5.03%2026-03-312026-05-15

VV VANGUARD INDEX FDS4.5K shares-3.43%2026-03-312026-05-15

BUFR FIRST TR EXCHNG TRADED FD VI32.4K shares1.69%2026-03-312026-05-15

Sponsored

ABNB AIRBNB INC8.3K shares5.86%2026-03-312026-05-15

COST COSTCO WHOLESALE CORPORATION1.0K shares-2.18%2026-03-312026-05-15

CMG CHIPOTLE MEXICAN GRILL INC31.8K shares0.98%2026-03-312026-05-15

DIS DISNEY WALT CO9.8K shares-0.31%2026-03-312026-05-15

INVESCO QQQ TR INVESCO QQQ TR1.5K shares-1.30%2026-03-312026-05-15

ASML ASML HLDG NV645 shares3.70%2026-03-312026-05-15

ZS ZSCALER INC5.7K shares0.37%2026-03-312026-05-15

KNSL KINSALE CAP GROUP INC2.3K shares-8.66%2026-03-312026-05-15

Sponsored

AMD ADVANCED MICRO DEVICES INC3.8K shares5.13%2026-03-312026-05-15

DDOG DATADOG INC6.4K shares-0.65%2026-03-312026-05-15

FBTC FIDELITY WISE ORIGIN BITCOIN12.4K shares-1.02%2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.5K shares28.10%2026-03-312026-05-15

NOW SERVICENOW INC6.7K shares1.45%2026-03-312026-05-15

SBUX STARBUCKS CORP7.6K shares1.81%2026-03-312026-05-15

ZM ZOOM COMMUNICATIONS INC8.2K shares15.22%2026-03-312026-05-15

CVX CHEVRON CORPORATION3.2K shares14.80%2026-03-312026-05-15

Sponsored

GPIQ GOLDMAN SACHS ETF TR13.2K shares-0.23%2026-03-312026-05-15

NET CLOUDFLARE INC3.1K shares-6.49%2026-03-312026-05-15

GPIX GOLDMAN SACHS ETF TR12.7K shares-0.24%2026-03-312026-05-15

LMND LEMONADE INC9.7K shares-4.20%2026-03-312026-05-15

VT VANGUARD INTL EQUITY INDEX F4.4K shares73.71%2026-03-312026-05-15

SCHG SCHWAB STRATEGIC TR20.7K shares21.78%2026-03-312026-05-15

IVV ISHARES TR913 shares39.60%2026-03-312026-05-15

GBIL GOLDMAN SACHS ETF TR5.9K shares35.82%2026-03-312026-05-15

Sponsored

AXON AXON ENTERPRISE INC1.3K shares-8.15%2026-03-312026-05-15

PAYC PAYCOM SOFTWARE INC4.5K shares19.94%2026-03-312026-05-15

SNOW SNOWFLAKE INC3.6K shares-13.48%2026-03-312026-05-15

GSST GOLDMAN SACHS ETF TR10.8K shares28.31%2026-03-312026-05-15

VTV VANGUARD INDEX FDS2.8K shares11.28%2026-03-312026-05-15

IEFA ISHARES TR5.7K sharesnew addition2026-03-312026-05-15

OKTA OKTA INC6.5K shares-0.54%2026-03-312026-05-15

PLD PROLOGIS INC.3.9K shares18.27%2026-03-312026-05-15

Sponsored

EA ELECTRONIC ARTS INC2.5K shares-4.11%2026-03-312026-05-15

UBER UBER TECHNOLOGIES INC6.9K shares1.48%2026-03-312026-05-15

PLTR PALANTIR TECHNOLOGIES INC3.4K shares-0.12%2026-03-312026-05-15

NEE NEXTERA ENERGY INC5.1K shares19.41%2026-03-312026-05-15

IBKR INTERACTIVE BROKERS GROUP IN7.0K shares-5.05%2026-03-312026-05-15

IWM ISHARES TR1.9K sharesnew addition2026-03-312026-05-15

MU MICRON TECHNOLOGY INC1.4K shares3.34%2026-03-312026-05-15

VB VANGUARD INDEX FDS1.7K shares-20.86%2026-03-312026-05-15

Sponsored

ISCG ISHARES TR8.1K shares2.04%2026-03-312026-05-15

IEMG ISHARES INC6.3K sharesnew addition2026-03-312026-05-15

JPM JPMORGAN CHASE & CO1.4K shares54.16%2026-03-312026-05-15

WMT WALMART INC3.4K shares12.58%2026-03-312026-05-15

IWR ISHARES TR4.3K sharesnew addition2026-03-312026-05-15

WM WASTE MGMT INC DEL1.8K shares-1.41%2026-03-312026-05-15

AGG ISHARES TR4.2K sharesnew addition2026-03-312026-05-15

VTI VANGUARD INDEX FDS1.3K shares-8.56%2026-03-312026-05-15

Sponsored

VEA VANGUARD TAX-MANAGED FDS6.2K sharesnew addition2026-03-312026-05-15

KMI KINDER MORGAN INC DEL11.7K shares-0.82%2026-03-312026-05-15

PYPL PAYPAL HLDGS INC8.5K shares-11.64%2026-03-312026-05-15

CRM SALESFORCE INC2.0K shares0.45%2026-03-312026-05-15

TSM TAIWAN SEMICONDUCTOR MANUFAC1.1K shares-2.39%2026-03-312026-05-15

VNQ VANGUARD INDEX FDS4.1K shares23.92%2026-03-312026-05-15

JEPI J P MORGAN EXCHANGE TRADED F6.3K sharesnew addition2026-03-312026-05-15

IJH ISHARES TR5.1K sharesnew addition2026-03-312026-05-15

Sponsored

ADBE ADOBE INC1.4K shares4.51%2026-03-312026-05-15

WD WALKER & DUNLOP INC7.5K shares0.13%2026-03-312026-05-15

COF CAPITAL ONE FINL CORP1.8K shares-3.46%2026-03-312026-05-15

XLI SELECT SECTOR SPDR TR2.0K shares11.61%2026-03-312026-05-15

VEEV VEEVA SYS INC1.9K shares26.69%2026-03-312026-05-15

UPWK UPWORK INC29.8K shares-2.79%2026-03-312026-05-15

DIV GLOBAL X FDS17.2K sharesnew addition2026-03-312026-05-15

EFV ISHARES TR4.2K sharesnew addition2026-03-312026-05-15

Sponsored

WPM WHEATON PRECIOUS METALS CORP2.3K shares0.00%2026-03-312026-05-15

CGDV CAPITAL GROUP DIVIDEND VALUE7.0K shares33.01%2026-03-312026-05-15

SPG SIMON PPTY GROUP INC NEW1.5K sharesnew addition2026-03-312026-05-15

ROKU ROKU INC2.9K shares-3.80%2026-03-312026-05-15

V VISA INC917 shares9.04%2026-03-312026-05-15

EFG ISHARES TR2.5K shares0.00%2026-03-312026-05-15

BKNG BOOKING HOLDINGS INC65 shares3.17%2026-03-312026-05-15

PSX PHILLIPS 661.4K sharesnew addition2026-03-312026-05-15

Sponsored

CGHM CAPITAL GRP FIXED INCM ETF T10.4K sharesnew addition2026-03-312026-05-15

SCHH SCHWAB STRATEGIC TR12.2K sharesnew addition2026-03-312026-05-15

JD JD.COM INC8.7K shares-0.52%2026-03-312026-05-15

VXUS VANGUARD STAR FDS3.3K shares-20.42%2026-03-312026-05-15

EBAY EBAY INC.2.8K shares-16.60%2026-03-312026-05-15

MEDTRONIC PLC MEDTRONIC PLC2.9K sharesnew addition2026-03-312026-05-15

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.3K shares-0.86%2026-03-312026-05-15

LAM RESEARCH CORP LAM RESEARCH CORP1.2K shares-4.55%2026-03-312026-05-15

Sponsored

NYT NEW YORK TIMES CO MTN BE3.0K shares0.00%2026-03-312026-05-15

SPY STATE STR SPDR S&P 500 ETF T378 shares0.27%2026-03-312026-05-15

LLY ELI LILLY & CO265 shares16.23%2026-03-312026-05-15

U UNITY SOFTWARE INC11.0K shares19.72%2026-03-312026-05-15

SNPS SYNOPSYS INC594 shares-0.83%2026-03-312026-05-15

SCHD SCHWAB STRATEGIC TR7.6K shares0.00%2026-03-312026-05-15

UNH UNITEDHEALTH GROUP INC860 sharesnew addition2026-03-312026-05-15

EOG EOG RES INC1.6K shares-25.35%2026-03-312026-05-15

Sponsored

TSCO TRACTOR SUPPLY CO5.1K shares-0.68%2026-03-312026-05-15

SCHV SCHWAB STRATEGIC TR7.4K shares0.00%2026-03-312026-05-15

EPR EPR PPTYS4.5K shares-25.74%2026-03-312026-05-15

PSTG EVERPURE INC3.7K sharesnew addition2026-03-312026-05-15

IJR ISHARES TR1.7K sharesnew addition2026-03-312026-05-15

IWS ISHARES TR1.5K sharesnew addition2026-03-312026-05-15

CGDG CAPITAL GROUP DIVIDEND GROWE5.9K shares0.00%2026-03-312026-05-15

INTU INTUIT484 shares7.56%2026-03-312026-05-15

Sponsored

DOCU DOCUSIGN INC4.4K shares-3.73%2026-03-312026-05-15

HAS HASBRO INC2.2K sharesnew addition2026-03-312026-05-15

BAC BANK AMERICA CORP4.1K sharesnew addition2026-03-312026-05-15

NVDA

NVIDIA CORPORATION

-0.31%

Shares61.9K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

4.58%

Shares24.5K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

-1.69%

Shares40.8K

Event2026-03-31

Filed2026-05-15

SHOP

SHOPIFY INC

-2.81%

Shares52.8K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-1.61%

Shares20.5K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

4.58%

Shares22.8K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

19.06%

Shares7.3K

Event2026-03-31

Filed2026-05-15