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Home > Institutional Investor > Synergy Financial Management, Llc > Profile

Instuitional Investor - Synergy Financial Management, Llc

Fund Profile
Filing Period:
Fund Name: Synergy Financial Management, Llc
Portfolio Value $558,336,616
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 82,090 $30,869,017 5.52%
2.
Ishares Tr
 266,445 $26,716,418 4.78%
3.
Exxon Mobil Corp
 XOM 195,399 $19,536,014 3.49%
4.
Amazon Com Inc
 AMZN 121,022 $18,388,083 3.29%
5.
Meta Platforms Inc.
 META 50,893 $18,014,087 3.22%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)