Latest Synergy Financial Group, LTD Stock Portfolio
Synergy Financial Group, LTD Performance:
2025 Q3: 6.39%YTD: 12.89%2024: 30.55%
Performance for 2025 Q3 is 6.39%, and YTD is 12.89%, and 2024 is 30.55%.
About Synergy Financial Group, LTD and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Synergy Financial Group, LTD reported an equity portfolio of $148.3 Millions as of 30 Sep, 2025.
The top stock holdings of Synergy Financial Group, LTD are NVDA, MSFT, . The fund has invested 8.2% of it's portfolio in NVIDIA CORPORATION and 7.9% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off APPIAN CORP (APPN) and UNITED PARCEL SERVICE INC (UPS) stocks. They significantly reduced their stock positions in ARISTA NETWORKS INC (ANET), INVESCO QQQ TR (QQQ) and NETFLIX INC (NFLX). Synergy Financial Group, LTD opened new stock positions in UNITY SOFTWARE INC (U), MICRON TECHNOLOGY INC (MU) and ULTA BEAUTY INC (ULTA). The fund showed a lot of confidence in some stocks as they added substantially to PALANTIR TECHNOLOGIES INC (PLTR), THE TRADE DESK INC (TTD) and MICROSOFT CORP (MSFT).
The top stock holdings of Synergy Financial Group, LTD are NVDA, MSFT, . The fund has invested 8.2% of it's portfolio in NVIDIA CORPORATION and 7.9% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off APPIAN CORP (APPN) and UNITED PARCEL SERVICE INC (UPS) stocks. They significantly reduced their stock positions in ARISTA NETWORKS INC (ANET), INVESCO QQQ TR (QQQ) and NETFLIX INC (NFLX). Synergy Financial Group, LTD opened new stock positions in UNITY SOFTWARE INC (U), MICRON TECHNOLOGY INC (MU) and ULTA BEAUTY INC (ULTA). The fund showed a lot of confidence in some stocks as they added substantially to PALANTIR TECHNOLOGIES INC (PLTR), THE TRADE DESK INC (TTD) and MICROSOFT CORP (MSFT).
Synergy Financial Group, LTD Annual Return Estimates Vs S&P 500
Our best estimate is that Synergy Financial Group, LTD made a return of 6.39% in the last quarter. In trailing 12 months, it's portfolio return was 20.17%.
New Buys
| Ticker | $ Bought |
|---|---|
| unity software inc | 335,695 |
| micron technology inc | 219,691 |
| ulta beauty inc | 206,672 |
| capital group dividend growe | 203,915 |
| houlihan lokey inc | 200,187 |
New stocks bought by Synergy Financial Group, LTD
Additions
| Ticker | % Inc. |
|---|---|
| palantir technologies inc | 50.36 |
| the trade desk inc | 40.88 |
| microsoft corp | 19.19 |
| jd.com inc | 15.45 |
| goldman sachs etf tr | 15.35 |
| vanguard index fds | 15.21 |
| asml holding n v | 14.85 |
| rbb fd inc | 13.61 |
Additions to existing portfolio by Synergy Financial Group, LTD
Reductions
| Ticker | % Reduced |
|---|---|
| arista networks inc | -27.81 |
| invesco qqq tr | -11.1 |
| netflix inc | -9.94 |
| spdr s&p 500 etf tr | -7.63 |
| atlassian corporation | -7.28 |
| zscaler inc | -6.34 |
| zillow group inc | -4.21 |
| intuit | -3.86 |
Synergy Financial Group, LTD reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| appian corp | -270,621 |
| united parcel service inc | -252,047 |
Synergy Financial Group, LTD got rid off the above stocks
Sector Distribution
Synergy Financial Group, LTD has about 37.1% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 37.1 |
| Others | 25.1 |
| Consumer Cyclical | 16.2 |
| Communication Services | 12.5 |
| Financial Services | 4.7 |
| Industrials | 1.3 |
| Consumer Defensive | 1.1 |
Market Cap. Distribution
Synergy Financial Group, LTD has about 71.5% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 46.4 |
| UNALLOCATED | 25.3 |
| LARGE-CAP | 25.1 |
| MID-CAP | 2.3 |
Stocks belong to which Index?
About 59.8% of the stocks held by Synergy Financial Group, LTD either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 58.1 |
| Others | 40.2 |
| RUSSELL 2000 | 1.7 |
Synergy Financial Group, LTD Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Synergy Financial Group, LTD
Synergy Financial Group, LTD has 115 stocks in it's portfolio. About 49.2% of the portfolio is in top 10 stocks. TTD proved to be the most loss making stock for the portfolio. was the most profitable stock for Synergy Financial Group, LTD last quarter.
Last Reported on: 17 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 3.78 | 22,001 | 5,602,180 | reduced | -1.75 | ||
| AAXJ | ishares tr | 0.28 | 7,556 | 410,359 | added | 5.06 | ||
| AAXJ | ishares tr | 0.19 | 2,473 | 281,625 | unchanged | 0.00 | ||
| ABNB | airbnb inc | 0.65 | 7,949 | 965,168 | added | 4.48 | ||
| ACN | accenture plc ireland | 0.21 | 1,236 | 304,798 | reduced | -0.72 | ||
| ADBE | adobe inc | 0.39 | 1,645 | 580,274 | added | 11.37 | ||
| ADSK | autodesk inc | 0.20 | 921 | 292,574 | added | 2.79 | ||
| AFLG | first tr exchng traded fd vi | 0.76 | 33,648 | 1,124,520 | added | 9.85 | ||
| AMD | advanced micro devices inc | 0.37 | 3,395 | 549,277 | added | 2.6 | ||
| AMZN | amazon com inc | 6.33 | 42,765 | 9,389,910 | added | 4.69 | ||
| ANET | arista networks inc | 2.57 | 26,150 | 3,810,320 | reduced | -27.81 | ||
| APPN | appian corp | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AVGO | broadcom inc | 1.16 | 5,208 | 1,718,070 | reduced | -3.02 | ||
| AXON | axon enterprise inc | 0.67 | 1,388 | 996,084 | added | 1.39 | ||
| BKNG | booking holdings inc | 0.23 | 63.00 | 340,154 | reduced | -1.56 | ||
| CGDV | capital group dividend value | 0.15 | 5,290 | 222,339 | unchanged | 0.00 | ||
| CMG | chipotle mexican grill inc | 0.86 | 32,709 | 1,281,870 | reduced | -0.83 | ||
| COF | capital one finl corp | 0.27 | 1,902 | 404,327 | unchanged | 0.00 | ||
| COST | costco whsl corp new | 0.66 | 1,052 | 973,763 | reduced | -2.95 | ||
| CRM | salesforce inc | 0.32 | 2,035 | 482,257 | added | 2.42 | ||