Synergy Investment Management, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| ISHARES U S | $468.1K | 0.2% |
| Warren E. Buffett | $469.0K | 0.2% |
| JOHNSON & JOHNSON | $475.9K | 0.2% |
| PIMCO ACTIVE | $491.9K | 0.2% |
| ISHARES SILVER | $495.6K | 0.2% |
| FIRST TRUST | $514.8K | 0.2% |
| Tesla Inc | $515.8K | 0.2% |
| JPMORGAN | $518.5K | 0.2% |
| INVESCO S&P | $519.0K | 0.2% |
| ISHARES HIGH | $534.7K | 0.2% |
| STATE STREET | $535.0K | 0.2% |
| WISDOMTREE FLOATING | $535.3K | 0.2% |
| ISHARES CONV | $552.2K | 0.2% |
| ISHARES CORE | $560.1K | 0.2% |
| iShares MSCI UAE ETF | $568.9K | 0.2% |
| CAPITAL GROUP | $578.5K | 0.2% |
| QUALCOMM INC/DE | $596.7K | 0.2% |
| FIRST TRUST | $606.8K | 0.2% |
| SCHWAB FUNDAMENTAL | $652.2K | 0.2% |
| CAPITAL GROUP | $655.2K | 0.2% |
| Alphabet Inc. | $664.5K | 0.2% |
| UNITEDHEALTH GROUP INC | $685.2K | 0.2% |
| INVESCO S&P | $702.1K | 0.2% |
| VANGUARD EXTENDED | $704.5K | 0.2% |
| VANGUARD MEGA | $781.0K | 0.3% |
| VANGUARD MEGA | $783.4K | 0.3% |
| FIRST TRUST | $802.1K | 0.3% |
| XTRACKERS MSCI | $803.9K | 0.3% |
| ISHARES RUSSELL | $819.3K | 0.3% |
| ISHARES CORE | $835.3K | 0.3% |
| ISHARES SYSTEMATIC | $858.7K | 0.3% |
| Meta Platforms Inc | $920.8K | 0.3% |
| MICROSOFT CORP | $942.2K | 0.3% |
| ISHARES MSCI | $1.02M | 0.4% |
| CAPITAL GROUP | $1.09M | 0.4% |
| JPMORGAN | $1.09M | 0.4% |
| FIRST TRUST | $1.13M | 0.4% |
| Alphabet Inc. | $1.29M | 0.5% |
| ELI LILLY & Co | $1.31M | 0.5% |
| INVESCO NATIONAL | $1.36M | 0.5% |
| VANGUARD TOTAL | $1.40M | 0.5% |
| INVESCO QQQ | $1.42M | 0.5% |
| VANGUARD VALUE | $1.51M | 0.5% |
| Apple Inc. | $1.60M | 0.6% |
| FIRST TRUST | $1.74M | 0.6% |
| CAPITAL GROUP | $1.77M | 0.6% |
| ISHARES S&P | $1.82M | 0.6% |
| ISHARES NATIONAL | $1.89M | 0.7% |
| GLOBAL X | $2.15M | 0.8% |
| ISHARES CORE | $2.19M | 0.8% |