Synergy Financial Group, LTD - Portfolio overview

Synergy Financial Group, LTD has 140 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. NVDA - NVIDIA CORPORATION, 7.85%
2. MSFT - MICROSOFT CORP, 6.59%
3. AMZN - AMAZON COM INC, 6.18%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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