Synergy Investment Management, LLC - Portfolio overview

Synergy Investment Management, LLC has 913 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Cyclical and Technology.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD S&P, 21.10%
2. CGDV - CAPITAL GROUP, 6.49%
3. UCON - FIRST TRUST, 4.51%

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

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