Synergy Financial Group, Ltd Top Holdings and 13F Report (2024) → What is Nvidia doing on June 10? June 10th is pivotal for Nvidia’s “Silent Partners” (From Weiss Ratings) (Ad) About Synergy Financial Group, LtdInvestment ActivitySynergy Financial Group, Ltd has $88.76 million in total holdings as of March 31, 2024.Synergy Financial Group, Ltd owns shares of 82 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 4.21% of the portfolio was purchased this quarter.About 7.67% of the portfolio was sold this quarter.This quarter, Synergy Financial Group, Ltd has purchased 87 new stocks and bought additional shares in 32 stocks.Synergy Financial Group, Ltd sold shares of 40 stocks and completely divested from 10 stocks this quarter.Largest Holdings Microsoft $7,761,011Amazon.com $7,623,761NVIDIA $6,050,316Shopify $4,858,778Trade Desk $4,285,154 Largest New Holdings this Quarter FIDELITY WISE ORIGIN BITCOIN $740,190 HoldingVanguard Small-Cap ETF $360,486 HoldingiShares MSCI EAFE Growth ETF $256,673 HoldingNICE $253,062 HoldingSchwab U.S. Large-Cap Value ETF $207,805 Holding Largest Purchases this Quarter FIDELITY WISE ORIGIN BITCOIN 11,927 shares (about $740.19K)Vanguard FTSE Emerging Markets ETF 10,726 shares (about $448.02K)Vanguard Small-Cap ETF 1,577 shares (about $360.49K)iShares MSCI EAFE Growth ETF 2,473 shares (about $256.67K)NICE 971 shares (about $253.06K) Largest Sales this Quarter NVIDIA 1,473 shares (about $1.33M)Microsoft 1,829 shares (about $769.50K)Meta Platforms 546 shares (about $265.13K)Netflix 395 shares (about $239.90K)Apple 1,011 shares (about $173.37K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSynergy Financial Group, Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$7,761,011$769,496 ▼-9.0%18,4478.7%Computer and TechnologyAMZNAmazon.com$7,623,761$27,779 ▼-0.4%42,2658.6%Retail/WholesaleNVDANVIDIA$6,050,316$1,330,961 ▼-18.0%6,6966.8%Computer and TechnologySHOPShopify$4,858,778$72,154 ▲1.5%62,9625.5%Computer and TechnologyTTDTrade Desk$4,285,154$9,704 ▼-0.2%49,0184.8%Computer and TechnologyAAPLApple$3,669,747$173,370 ▼-4.5%21,4004.1%Computer and TechnologyANETArista Networks$3,089,737$9,569 ▲0.3%10,6553.5%Computer and TechnologyMETAMeta Platforms$3,028,562$265,127 ▼-8.0%6,2373.4%Computer and TechnologyGOOGAlphabet$2,875,735$21,316 ▼-0.7%18,8873.2%Computer and TechnologyNFLXNetflix$2,729,341$239,895 ▼-8.1%4,4943.1%Consumer DiscretionaryMELIMercadoLibre$2,423,672$16,632 ▲0.7%1,6032.7%Retail/WholesaleCMGChipotle Mexican Grill$2,113,222$104,644 ▼-4.7%7272.4%Retail/WholesaleMAMastercard$1,824,460$1,926 ▲0.1%3,7892.1%Business ServicesDISWalt Disney$1,344,792$42,338 ▼-3.1%10,9901.5%Consumer DiscretionaryCRWDCrowdStrike$1,322,434$165,745 ▲14.3%4,1251.5%Computer and TechnologyNOWServiceNow$1,305,991$100,637 ▼-7.2%1,7131.5%Computer and TechnologyZSZscaler$1,299,097$40,067 ▲3.2%6,7441.5%Computer and TechnologyTSLATesla$1,086,558$7,735 ▼-0.7%6,1811.2%Auto/Tires/TrucksKNSLKinsale Capital Group$1,083,096$76,090 ▼-6.6%2,0641.2%FinanceABNBAirbnb$1,003,452$50,643 ▲5.3%6,0831.1%Computer and TechnologyDDOGDatadog$943,068$12,854 ▲1.4%7,6301.1%Computer and TechnologySBUXStarbucks$936,675$10,419 ▼-1.1%10,2491.1%Retail/WholesaleCOSTCostco Wholesale$930,8060.0%1,2711.0%Retail/WholesaleWDWalker & Dunlop$876,464$26,376 ▲3.1%8,6731.0%FinanceAVGOBroadcom$848,695$123,326 ▼-12.7%6401.0%Computer and TechnologyGBILGoldman Sachs TreasuryAccess 0-1 Year ETF$831,737$181,400 ▲27.9%8,2440.9%ETFVWOVanguard FTSE Emerging Markets ETF$800,689$448,025 ▲127.0%19,1690.9%ETFGOOGLAlphabet$756,310$21,885 ▲3.0%5,0110.9%Computer and TechnologyPAYCPaycom Software$750,393$56,911 ▲8.2%3,7710.8%Computer and TechnologyFIDELITY WISE ORIGIN BITCOIN$740,190$740,190 ▲New Holding11,9270.8%SHSVOVanguard Mid-Cap ETF$703,356$214,630 ▲43.9%2,8150.8%ETFQQQInvesco QQQ$698,075$888 ▲0.1%1,5720.8%FinanceVOOVanguard S&P 500 ETF$645,220$2,885 ▲0.4%1,3420.7%ETFOKTAOkta$631,800$13,914 ▲2.3%6,0390.7%Computer and TechnologyASMLASML$624,983$48,524 ▼-7.2%6440.7%Computer and TechnologyWIXWix.com$608,899$1,787 ▼-0.3%4,4290.7%Computer and TechnologyUBERUber Technologies$594,440$3,234 ▼-0.5%7,7210.7%Computer and TechnologyCRMSalesforce$587,602$3,915 ▲0.7%1,9510.7%Computer and TechnologyTEAMAtlassian$577,916$27,315 ▲5.0%2,9620.7%Computer and TechnologyAMDAdvanced Micro Devices$549,953$42,415 ▼-7.2%3,0470.6%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$509,867$4,080 ▼-0.8%5,4990.6%ETFGSSTGoldman Sachs Access Ultra Short Bond ETF$508,233$193,565 ▲61.5%10,0930.6%ETFAPPNAppian$502,651$31,121 ▼-5.8%12,5820.6%Computer and TechnologySQBlock$490,141$3,468 ▼-0.7%5,7950.6%Business ServicesVVVanguard Large-Cap ETF$444,275$197,083 ▲79.7%1,8530.5%ETFNKENIKE$443,492$1,410 ▲0.3%4,7190.5%Consumer DiscretionaryUPWKUpwork$414,572$2,268 ▼-0.5%33,8150.5%Computer and TechnologyWMWaste Management$411,625$122,997 ▼-23.0%1,9310.5%Business ServicesNETCloudflare$400,392$3,099 ▼-0.8%4,1350.5%Computer and TechnologyBRK.BBerkshire Hathaway$396,130$9,672 ▲2.5%9420.4%FinanceSNOWSnowflake$372,003$24,078 ▲6.9%2,3020.4%Computer and TechnologyNEENextEra Energy$363,767$767 ▲0.2%5,6920.4%UtilitiesVBVanguard Small-Cap ETF$360,486$360,486 ▲New Holding1,5770.4%ETFWDAYWorkday$354,575$1,637 ▼-0.5%1,3000.4%Computer and TechnologyHUBSHubSpot$342,728$54,511 ▲18.9%5470.4%Computer and TechnologyEAElectronic Arts$336,451$265 ▼-0.1%2,5360.4%Consumer DiscretionaryIVViShares Core S&P 500 ETF$333,3130.0%6340.4%ETFINTUIntuit$328,250$2,600 ▲0.8%5050.4%Computer and TechnologyZMZoom Video Communications$313,122$21,507 ▲7.4%4,7900.4%Computer and TechnologyPYPLPayPal$306,010$18,020 ▲6.3%4,5680.3%Computer and TechnologyIBKRInteractive Brokers Group$299,159$36,082 ▼-10.8%2,6780.3%FinancePINSPinterest$296,255$9,604 ▼-3.1%8,5450.3%Computer and TechnologyVNQVanguard Real Estate ETF$288,1510.0%3,3320.3%ETFSNPSSynopsys$282,893$20,003 ▼-6.6%4950.3%Computer and TechnologyVTVanguard Total World Stock ETF$281,333$4,089 ▼-1.4%2,5460.3%ETFADSKAutodesk$278,129$6,250 ▲2.3%1,0680.3%Computer and TechnologyDOCNDigitalOcean$272,262$20,923 ▼-7.1%7,1310.3%Computer and TechnologyEFGiShares MSCI EAFE Growth ETF$256,673$256,673 ▲New Holding2,4730.3%ETFTSCOTractor Supply$253,868$262 ▲0.1%9700.3%Retail/WholesaleNICENICE$253,062$253,062 ▲New Holding9710.3%Computer and TechnologyUDMYUdemy$243,416$30,415 ▼-11.1%22,1690.3%Computer and TechnologyBKNGBooking$239,4400.0%660.3%Retail/WholesaleKMIKinder Morgan$234,254$3,576 ▼-1.5%12,7730.3%Oils/EnergyDOCUDocuSign$225,635$21,974 ▲10.8%3,7890.3%Business ServicesLMNDLemonade$219,057$3,380 ▼-1.5%13,3490.2%FinanceSCHDSchwab US Dividend Equity ETF$217,557$18,063 ▼-7.7%2,6980.2%ETFUNPUnion Pacific$216,488$492 ▼-0.2%8800.2%TransportationXLIIndustrial Select Sector SPDR Fund$216,021$30,104 ▼-12.2%1,7150.2%ETFPLNTPlanet Fitness$215,385$1,879 ▼-0.9%3,4390.2%Consumer DiscretionaryZGZillow Group$209,2920.0%4,3730.2%Computer and TechnologySCHVSchwab U.S. Large-Cap Value ETF$207,805$207,805 ▲New Holding2,7350.2%ETFJDJD.com$204,631$8,655 ▼-4.1%7,4710.2%Retail/WholesaleMDBMongoDB$0$577,296 ▼-100.0%00.0%Computer and TechnologyENPHEnphase Energy$0$396,420 ▼-100.0%00.0%Oils/EnergyVGTVanguard Information Technology ETF$0$357,706 ▼-100.0%00.0%ETFDFACDimensional U.S. Core Equity 2 ETF$0$341,962 ▼-100.0%00.0%ETFUPSTUpstart$0$269,186 ▼-100.0%00.0%Computer and TechnologyTWLOTwilio$0$249,309 ▼-100.0%00.0%Computer and TechnologyADBEAdobe$0$221,339 ▼-100.0%00.0%Computer and TechnologyZZillow Group$0$216,628 ▼-100.0%00.0%FinanceWINGWingstop$0$213,539 ▼-100.0%00.0%Retail/WholesaleLOGILogitech International$0$207,041 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.