Institutions / Synergy Investment Management, LLC / Holdings
Back to Synergy Investment Management, LLC

Synergy Investment Management, LLC

All holdings · as of Dec 31, 2025

130 positions

CompanyClassValueShares% of portfolio
ISHARES CORE—$835.3K8,1460.3%
ISHARES RUSSELL—$819.3K2,1940.3%
XTRACKERS MSCI—$803.9K16,7090.3%
FIRST TRUST—$802.1K23,4110.3%
VANGUARD MEGA—$783.4K5,5500.3%
VANGUARD MEGA—$781.0K1,8920.3%
VANGUARD EXTENDED—$704.5K3,3690.2%
INVESCO S&P—$702.1K9,8300.2%
UNITEDHEALTH GROUP INC—$685.2K2,0760.2%
Alphabet Inc.—$664.5K2,1230.2%
CAPITAL GROUP—$655.2K18,3850.2%
SCHWAB FUNDAMENTAL—$652.2K14,4260.2%
FIRST TRUST—$606.8K13,1690.2%
QUALCOMM INC/DE—$596.7K3,4890.2%
CAPITAL GROUP—$578.5K18,9750.2%
iShares MSCI UAE ETF—$568.9K5,3320.2%
ISHARES CORE—$560.1K11,2000.2%
ISHARES CONV—$552.2K5,6060.2%
WISDOMTREE FLOATING—$535.3K10,6380.2%
STATE STREET—$535.0K11,4180.2%
ISHARES HIGH—$534.7K10,9840.2%
INVESCO S&P—$519.0K8,3210.2%
JPMORGAN—$518.5K8,9210.2%
Tesla Inc—$515.8K1,1470.2%
FIRST TRUST—$514.8K24,2470.2%
ISHARES SILVER—$495.6K7,6930.2%
PIMCO ACTIVE—$491.9K5,2850.2%
JOHNSON & JOHNSON—$475.9K2,3000.2%
Warren E. Buffett—$469.0K9330.2%
ISHARES U S—$468.1K14,7770.2%
GLOBAL X—$465.5K26,3430.2%
Check Point Software Technologies Ltd—$454.6K2,4500.2%
FIRST TRUST—$442.7K4,7850.2%
VANGUARD FTSE—$434.6K6,9570.2%
STATE STREET—$429.1K5,2010.2%
SPDR S&P—$424.7K6230.2%
ISHARES CORE—$421.6K6,3880.1%
CAPITAL GROUP—$416.7K12,0250.1%
CAPITAL GROUP—$402.5K14,7000.1%
STATE STREER—$392.8K1,6280.1%
STATE STREET—$392.0K2,7230.1%
DARDEN RESTAURANTS INC—$391.0K2,1250.1%
Walt Disney Co—$385.0K3,3840.1%
ISHARES AAA—$372.9K7,7540.1%
ISHARES CORE—$369.7K3,0770.1%
FedEx Corp—$365.4K1,2650.1%
ISHARES MBS—$348.8K3,6630.1%
ISHARES AAA—$345.6K6,6800.1%
AUTOMATIC DATA PROCESSING INC—$345.2K1,3420.1%
VANGUARD SHORT—$334.8K5,7010.1%
← PrevPage 2 of 3Next →