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 $142.3M. In the most recent quarter, they have increased their positions in NFLX (+32.1K shares, valued at $3.0M), NOW (+5.3K shares, valued at $809.9K), MSFT (+811 shares, valued at $392.2K); decreased their positions in SHOP (-9.2K shares, valued at $1.5M), NVDA (-3.1K shares, valued at $584.7K), N/A (-4.1K shares, valued at $534.9K); initiated new positions in LLY (+228 shares, valued at $245.0K), ISRG (+403 shares, valued at $228.2K), N/A (+1.2K shares, valued at $210.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION62.1K shares-4.80%2025-12-312026-02-17
MSFT MICROSOFT CORP23.4K shares3.59%2025-12-312026-02-17 AMZN AMAZON COM INC41.5K shares-2.89%2025-12-312026-02-17 SHOP SHOPIFY INC54.3K shares-14.45%2025-12-312026-02-17 ALPHABET INC ALPHABET INC20.9K shares-3.31%2025-12-312026-02-17 AAPL APPLE INC21.8K shares-0.90%2025-12-312026-02-17 TSLA TESLA INC13.1K shares-2.17%2025-12-312026-02-17 META META PLATFORMS INC7.1K shares-0.84%2025-12-312026-02-17 TMFC RBB FD INC50.2K shares0.08%2025-12-312026-02-17 NFLX NETFLIX INC35.8K shares883.96%2025-12-312026-02-17 MELI MERCADOLIBRE INC1.6K shares-0.97%2025-12-312026-02-17 TTD THE TRADE DESK INC74.6K shares-1.62%2025-12-312026-02-17 VGT VANGUARD WORLD FD3.4K shares3.19%2025-12-312026-02-17 MA MASTERCARD INCORPORATED3.4K shares-1.29%2025-12-312026-02-17 CRWD CROWDSTRIKE HLDGS INC4.1K shares-3.55%2025-12-312026-02-17 BROADCOM INC BROADCOM INC5.1K shares-1.65%2025-12-312026-02-17 ALPHABET INC ALPHABET INC5.2K shares0.23%2025-12-312026-02-17 VO VANGUARD INDEX FDS5.4K shares-2.50%2025-12-312026-02-17 VWO VANGUARD INTL EQUITY INDEX F28.8K shares-2.71%2025-12-312026-02-17 VV VANGUARD INDEX FDS4.7K shares-2.61%2025-12-312026-02-17 ZS ZSCALER INC5.7K shares-5.41%2025-12-312026-02-17 CMG CHIPOTLE MEXICAN GRILL INC31.5K shares-3.82%2025-12-312026-02-17 DIS DISNEY WALT CO9.8K shares-1.89%2025-12-312026-02-17 BUFR FIRST TR EXCHNG TRADED FD VI31.8K shares-5.39%2025-12-312026-02-17 ABNB AIRBNB INC7.8K shares-1.70%2025-12-312026-02-17 NOW SERVICENOW INC6.6K shares398.12%2025-12-312026-02-17 KNSL KINSALE CAP GROUP INC2.5K shares-5.16%2025-12-312026-02-17 FBTC FIDELITY WISE ORIGIN BITCOIN12.5K shares-0.10%2025-12-312026-02-17 SNOW SNOWFLAKE INC4.2K shares-2.11%2025-12-312026-02-17 COST COSTCO WHSL CORP NEW1.1K shares0.10%2025-12-312026-02-17 DDOG DATADOG INC6.4K shares-4.91%2025-12-312026-02-17 AXON AXON ENTERPRISE INC1.5K shares5.19%2025-12-312026-02-17 AMD ADVANCED MICRO DEVICES INC3.6K shares5.10%2025-12-312026-02-17 LMND LEMONADE INC10.2K shares-3.51%2025-12-312026-02-17 GPIQ GOLDMAN SACHS ETF TR13.2K shares-20.16%2025-12-312026-02-17 GPIX GOLDMAN SACHS ETF TR12.7K shares-18.66%2025-12-312026-02-17 ASML ASML HOLDING N V622 shares1.80%2025-12-312026-02-17 NET CLOUDFLARE INC3.3K shares-0.86%2025-12-312026-02-17 SBUX STARBUCKS CORP7.5K shares-5.04%2025-12-312026-02-17 ZM ZOOM COMMUNICATIONS INC7.1K shares0.62%2025-12-312026-02-17 UPWK UPWORK INC30.7K shares-1.21%2025-12-312026-02-17 PAYC PAYCOM SOFTWARE INC3.8K shares-2.53%2025-12-312026-02-17 PLTR PALANTIR TECHNOLOGIES INC3.4K shares-22.92%2025-12-312026-02-17 PYPL PAYPAL HLDGS INC9.7K shares0.33%2025-12-312026-02-17 OKTA OKTA INC6.5K shares-3.08%2025-12-312026-02-17 SCHG SCHWAB STRATEGIC TR17.0K shares-9.10%2025-12-312026-02-17 UBER UBER TECHNOLOGIES INC6.8K shares-9.29%2025-12-312026-02-17 VB VANGUARD INDEX FDS2.1K shares0.28%2025-12-312026-02-17 CRM SALESFORCE INC2.0K shares-1.13%2025-12-312026-02-17 EA ELECTRONIC ARTS INC2.6K shares0.00%2025-12-312026-02-17 IBKR INTERACTIVE BROKERS GROUP IN7.4K shares-7.41%2025-12-312026-02-17 VTV VANGUARD INDEX FDS2.5K shares4.28%2025-12-312026-02-17 ADBE ADOBE INC1.3K shares-19.21%2025-12-312026-02-17 VTI VANGUARD INDEX FDS1.4K shares68.58%2025-12-312026-02-17 COF CAPITAL ONE FINL CORP1.9K shares-1.37%2025-12-312026-02-17 WD WALKER & DUNLOP INC7.5K shares-0.15%2025-12-312026-02-17 IVV ISHARES TR654 shares-0.61%2025-12-312026-02-17 ISCG ISHARES TR7.9K shares4.45%2025-12-312026-02-17 GBIL GOLDMAN SACHS ETF TR4.4K shares21.48%2025-12-312026-02-17 GSST GOLDMAN SACHS ETF TR8.5K shares2.55%2025-12-312026-02-17 CVX CHEVRON CORP NEW2.8K shares-1.11%2025-12-312026-02-17 PLD PROLOGIS INC.3.3K shares2.03%2025-12-312026-02-17 U UNITY SOFTWARE INC9.2K shares9.43%2025-12-312026-02-17 WM WASTE MGMT INC DEL1.8K shares-4.16%2025-12-312026-02-17 MU MICRON TECHNOLOGY INC1.3K shares0.46%2025-12-312026-02-17 VT VANGUARD INTL EQUITY INDEX F2.5K shares0.00%2025-12-312026-02-17 NEE NEXTERA ENERGY INC4.3K shares-7.60%2025-12-312026-02-17 TSM TAIWAN SEMICONDUCTOR MFG LTD1.1K shares2.17%2025-12-312026-02-17 BKNG BOOKING HOLDINGS INC63 shares0.00%2025-12-312026-02-17 WMT WALMART INC3.0K shares2.02%2025-12-312026-02-17 ROKU ROKU INC3.1K shares-2.33%2025-12-312026-02-17 VEEV VEEVA SYS INC1.5K shares1.02%2025-12-312026-02-17 KMI KINDER MORGAN INC DEL11.8K shares-2.83%2025-12-312026-02-17 HUBS HUBSPOT INC792 shares-4.00%2025-12-312026-02-17 VXUS VANGUARD STAR FDS4.2K shares0.70%2025-12-312026-02-17 DOCU DOCUSIGN INC4.5K shares-3.74%2025-12-312026-02-17 JPM JPMORGAN CHASE & CO.938 shares-3.99%2025-12-312026-02-17 EPR EPR PPTYS6.0K shares-7.13%2025-12-312026-02-17 INTU INTUIT450 shares0.45%2025-12-312026-02-17 VNQ VANGUARD INDEX FDS3.3K shares0.00%2025-12-312026-02-17 V VISA INC841 shares3.44%2025-12-312026-02-17 EBAY EBAY INC.3.4K shares-9.21%2025-12-312026-02-17 PLNT PLANET FITNESS INC2.6K shares0.00%2025-12-312026-02-17 ZG ZILLOW GROUP INC4.2K shares0.00%2025-12-312026-02-17 XLI SELECT SECTOR SPDR TR1.8K shares0.00%2025-12-312026-02-17 EFG ISHARES TR2.5K shares0.00%2025-12-312026-02-17 SNPS SYNOPSYS INC599 shares6.21%2025-12-312026-02-17 WDAY WORKDAY INC1.3K shares-0.46%2025-12-312026-02-17 UPST UPSTART HLDGS INC6.2K shares0.76%2025-12-312026-02-17 WPM WHEATON PRECIOUS METALS CORP2.3K shares0.00%2025-12-312026-02-17 SPY SPDR S&P 500 ETF TR377 shares-22.11%2025-12-312026-02-17 SE SEA LTD2.0K shares0.00%2025-12-312026-02-17 TSCO TRACTOR SUPPLY CO5.1K shares5.06%2025-12-312026-02-17 JD JD.COM INC8.8K shares4.51%2025-12-312026-02-17 LLY ELI LILLY & CO228 sharesnew addition2025-12-312026-02-17 TTWO TAKE-TWO INTERACTIVE SOFTWAR954 shares0.10%2025-12-312026-02-17 ADSK AUTODESK INC787 shares-14.55%2025-12-312026-02-17 CGDV CAPITAL GROUP DIVIDEND VALUE5.3K shares0.00%2025-12-312026-02-17 ULTA ULTA BEAUTY INC378 shares0.00%2025-12-312026-02-17 ISRG INTUITIVE SURGICAL INC403 sharesnew addition2025-12-312026-02-17 EOG EOG RES INC2.1K shares-8.24%2025-12-312026-02-17 SCHV SCHWAB STRATEGIC TR7.4K shares-0.24%2025-12-312026-02-17 CGDG CAPITAL GROUP DIVIDEND GROWE5.9K shares0.00%2025-12-312026-02-17 SCHD SCHWAB STRATEGIC TR7.6K shares-0.38%2025-12-312026-02-17 NYT NEW YORK TIMES CO3.0K sharesnew addition2025-12-312026-02-17 PINS PINTEREST INC7.9K shares-0.01%2025-12-312026-02-17 HSY HERSHEY CO1.1K shares-11.58%2025-12-312026-02-17 GPC GENUINE PARTS CO1.6K shares-9.44%2025-12-312026-02-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available