The Analysis of Synergy Financial Group, LTD's Holdings
Currently, Synergy Financial Group, LTD holds 115 types of securities in its portfolio with a total value $148.3M. In the most recent quarter, they have increased their positions in MSFT (+3.6K shares, valued at $1.9M), TTD (+22.0K shares, valued at $1.1M), TMFC (+6.0K shares, valued at $423.3K); decreased their positions in ANET (-10.1K shares, valued at $1.5M), NFLX (-401 shares, valued at $480.8K), NVDA (-1.7K shares, valued at $314.9K); initiated new positions in U (+8.4K shares, valued at $335.7K), MU (+1.3K shares, valued at $219.7K), ULTA (+378 shares, valued at $206.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION65.3K shares-2.52%2025-09-302025-11-17
MSFT MICROSOFT CORP22.6K shares19.19%2025-09-302025-11-17 SHOP SHOPIFY INC63.4K shares-2.00%2025-09-302025-11-17 AMZN AMAZON COM INC42.8K shares4.69%2025-09-302025-11-17 TSLA TESLA INC13.4K shares1.86%2025-09-302025-11-17 AAPL APPLE INC22.0K shares-1.75%2025-09-302025-11-17 GOOG ALPHABET INC21.6K shares2.24%2025-09-302025-11-17 META META PLATFORMS INC7.2K shares1.62%2025-09-302025-11-17 NFLX NETFLIX INC3.6K shares-9.94%2025-09-302025-11-17 MELI MERCADOLIBRE INC1.6K shares2.87%2025-09-302025-11-17 ANET ARISTA NETWORKS INC26.1K shares-27.81%2025-09-302025-11-17 TTD THE TRADE DESK INC75.8K shares40.88%2025-09-302025-11-17 VOO VANGUARD INDEX FDS6.0K shares-2.42%2025-09-302025-11-17 TMFC RBB FD INC50.1K shares13.61%2025-09-302025-11-17 VGT VANGUARD WORLD FD3.3K shares3.59%2025-09-302025-11-17 CRWD CROWDSTRIKE HLDGS INC4.2K shares2.60%2025-09-302025-11-17 MA MASTERCARD INCORPORATED3.4K shares-1.82%2025-09-302025-11-17 ZS ZSCALER INC6.0K shares-6.34%2025-09-302025-11-17 AVGO BROADCOM INC5.2K shares-3.02%2025-09-302025-11-17 VO VANGUARD INDEX FDS5.5K shares2.68%2025-09-302025-11-17 VWO VANGUARD INTL EQUITY INDEX F29.6K shares1.19%2025-09-302025-11-17 VV VANGUARD INDEX FDS4.8K shares3.44%2025-09-302025-11-17 CMG CHIPOTLE MEXICAN GRILL INC32.7K shares-0.83%2025-09-302025-11-17 GOOGL ALPHABET INC5.2K shares2.74%2025-09-302025-11-17 FBTC FIDELITY WISE ORIGIN BITCOIN12.5K shares0.00%2025-09-302025-11-17 NOW SERVICENOW INC1.3K shares0.08%2025-09-302025-11-17 DIS DISNEY WALT CO10.0K shares-1.51%2025-09-302025-11-17 KNSL KINSALE CAP GROUP INC2.7K shares1.59%2025-09-302025-11-17 BUFR FIRST TR EXCHNG TRADED FD VI33.6K shares9.85%2025-09-302025-11-17 AXON AXON ENTERPRISE INC1.4K shares1.39%2025-09-302025-11-17 COST COSTCO WHSL CORP NEW1.1K shares-2.95%2025-09-302025-11-17 SNOW SNOWFLAKE INC4.3K shares-1.69%2025-09-302025-11-17 ABNB AIRBNB INC7.9K shares4.48%2025-09-302025-11-17 DDOG DATADOG INC6.7K shares0.67%2025-09-302025-11-17 QQQ INVESCO QQQ TR1.5K shares-11.10%2025-09-302025-11-17 GPIQ GOLDMAN SACHS ETF TR16.5K shares7.83%2025-09-302025-11-17 GPIX GOLDMAN SACHS ETF TR15.7K shares8.43%2025-09-302025-11-17 PAYC PAYCOM SOFTWARE INC3.9K shares6.75%2025-09-302025-11-17 PLTR PALANTIR TECHNOLOGIES INC4.4K shares50.36%2025-09-302025-11-17 UBER UBER TECHNOLOGIES INC7.5K shares0.00%2025-09-302025-11-17 NET CLOUDFLARE INC3.4K shares-2.56%2025-09-302025-11-17 SBUX STARBUCKS CORP7.9K shares-3.54%2025-09-302025-11-17 PYPL PAYPAL HLDGS INC9.6K shares5.01%2025-09-302025-11-17 WD WALKER & DUNLOP INC7.5K shares-3.84%2025-09-302025-11-17 OKTA OKTA INC6.7K shares-1.75%2025-09-302025-11-17 SCHG SCHWAB STRATEGIC TR18.7K shares-0.16%2025-09-302025-11-17 ASML ASML HOLDING N V611 shares14.85%2025-09-302025-11-17 ZM ZOOM COMMUNICATIONS INC7.1K shares-3.75%2025-09-302025-11-17 ADBE ADOBE INC1.6K shares11.37%2025-09-302025-11-17 UPWK UPWORK INC31.0K shares0.00%2025-09-302025-11-17 BRK.B BERKSHIRE HATHAWAY INC DEL1.1K shares0.00%2025-09-302025-11-17 LMND LEMONADE INC10.5K shares0.17%2025-09-302025-11-17 IBKR INTERACTIVE BROKERS GROUP IN8.0K shares-2.09%2025-09-302025-11-17 AMD ADVANCED MICRO DEVICES INC3.4K shares2.60%2025-09-302025-11-17 VB VANGUARD INDEX FDS2.1K shares0.61%2025-09-302025-11-17 EA ELECTRONIC ARTS INC2.6K shares0.00%2025-09-302025-11-17 CRM SALESFORCE INC2.0K shares2.42%2025-09-302025-11-17 VTV VANGUARD INDEX FDS2.4K shares4.80%2025-09-302025-11-17 IVV ISHARES TR658 shares-0.45%2025-09-302025-11-17 VEEV VEEVA SYS INC1.5K shares-0.34%2025-09-302025-11-17 CVX CHEVRON CORP NEW2.8K shares1.98%2025-09-302025-11-17 WM WASTE MGMT INC DEL1.9K shares-0.16%2025-09-302025-11-17 GSST GOLDMAN SACHS ETF TR8.2K shares12.87%2025-09-302025-11-17 ISCG ISHARES TR7.6K shares5.06%2025-09-302025-11-17 COF CAPITAL ONE FINL CORP1.9K shares0.00%2025-09-302025-11-17 HUBS HUBSPOT INC825 shares-0.60%2025-09-302025-11-17 EPR EPR PPTYS6.5K shares1.27%2025-09-302025-11-17 PLD PROLOGIS INC.3.2K shares8.19%2025-09-302025-11-17 GBIL GOLDMAN SACHS ETF TR3.6K shares15.35%2025-09-302025-11-17 SE SEA LTD2.0K shares-3.27%2025-09-302025-11-17 NEE NEXTERA ENERGY INC4.6K shares-0.17%2025-09-302025-11-17 VT VANGUARD INTL EQUITY INDEX F2.5K shares0.00%2025-09-302025-11-17 KMI KINDER MORGAN INC DEL12.2K shares-2.99%2025-09-302025-11-17 BKNG BOOKING HOLDINGS INC63 shares-1.56%2025-09-302025-11-17 DOCU DOCUSIGN INC4.7K shares1.14%2025-09-302025-11-17 EBAY EBAY INC.3.7K shares0.00%2025-09-302025-11-17 U UNITY SOFTWARE INC8.4K sharesnew addition2025-09-302025-11-17 SPY SPDR S&P 500 ETF TR484 shares-7.63%2025-09-302025-11-17 WDAY WORKDAY INC1.3K shares-0.30%2025-09-302025-11-17 UPST UPSTART HLDGS INC6.2K shares-1.51%2025-09-302025-11-17 ROKU ROKU INC3.1K shares-1.07%2025-09-302025-11-17 ZG ZILLOW GROUP INC4.2K shares-4.21%2025-09-302025-11-17 TSM TAIWAN SEMICONDUCTOR MFG LTD1.1K shares7.59%2025-09-302025-11-17 JPM JPMORGAN CHASE & CO.977 shares3.28%2025-09-302025-11-17 INTU INTUIT448 shares-3.86%2025-09-302025-11-17 WMT WALMART INC3.0K shares0.00%2025-09-302025-11-17 VNQ VANGUARD INDEX FDS3.3K shares0.00%2025-09-302025-11-17 VXUS VANGUARD STAR FDS4.2K shares-1.79%2025-09-302025-11-17 ACN ACCENTURE PLC IRELAND1.2K shares-0.72%2025-09-302025-11-17 JD JD.COM INC8.4K shares15.45%2025-09-302025-11-17 ADSK AUTODESK INC921 shares2.79%2025-09-302025-11-17 EFG ISHARES TR2.5K shares0.00%2025-09-302025-11-17 XLI SELECT SECTOR SPDR TR1.8K shares0.00%2025-09-302025-11-17 TEAM ATLASSIAN CORPORATION1.7K shares-7.28%2025-09-302025-11-17 SNPS SYNOPSYS INC564 shares2.17%2025-09-302025-11-17 V VISA INC813 shares4.36%2025-09-302025-11-17 TSCO TRACTOR SUPPLY CO4.9K shares-3.49%2025-09-302025-11-17 PLNT PLANET FITNESS INC2.6K shares-0.04%2025-09-302025-11-17 VTI VANGUARD INDEX FDS818 shares15.21%2025-09-302025-11-17 MSTR STRATEGY INC820 shares0.00%2025-09-302025-11-17 EOG EOG RES INC2.3K shares0.00%2025-09-302025-11-17 WPM WHEATON PRECIOUS METALS CORP2.3K shares0.00%2025-09-302025-11-17 PINS PINTEREST INC7.9K shares0.00%2025-09-302025-11-17 GPC GENUINE PARTS CO1.8K shares0.00%2025-09-302025-11-17 TTWO TAKE-TWO INTERACTIVE SOFTWAR953 shares0.00%2025-09-302025-11-17 HSY HERSHEY CO1.3K shares-0.16%2025-09-302025-11-17 CGDV CAPITAL GROUP DIVIDEND VALUE5.3K shares0.00%2025-09-302025-11-17 MU MICRON TECHNOLOGY INC1.3K sharesnew addition2025-09-302025-11-17 SCHV SCHWAB STRATEGIC TR7.4K shares0.00%2025-09-302025-11-17 SCHD SCHWAB STRATEGIC TR7.6K shares0.00%2025-09-302025-11-17 ULTA ULTA BEAUTY INC378 sharesnew addition2025-09-302025-11-17 CGDG CAPITAL GROUP DIVIDEND GROWE5.9K sharesnew addition2025-09-302025-11-17 WHR WHIRLPOOL CORP2.6K shares8.42%2025-09-302025-11-17 HLI HOULIHAN LOKEY INC975 sharesnew addition2025-09-302025-11-17 UDMY UDEMY INC19.0K shares0.00%2025-09-302025-11-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available