Synergy Asset Management, LLC - Portfolio overview

Synergy Asset Management, LLC has 353 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. BIL - SPDR SERIES TRUST, 7.70%
2. MSFT - MICROSOFT CORP, 4.28%
3. NVDA - NVIDIA CORPORATION, 3.99%

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

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