CIK 1699080
Synergy Asset Management, LLC
Institutional 13F holdings & portfolio
Holdings
227
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 151–200 of 227
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPYG | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| FDG | AMERICAN CENTY ETF TR | 3K | $100K–$500K | SH |
| EUHY | ISHARES INC | 7K | $100K–$500K | SH |
| LQD | ISHARES TR | 3K | $100K–$500K | SH |
| FFIV | F5 INC | 1K | $100K–$500K | SH |
| ARMN | ARIS MNG CORP | 22K | $100K–$500K | SH |
| GJAN | FIRST TR EXCHNG TRADED FD VI | 8K | $100K–$500K | SH |
| IVV | ISHARES TR | 517 | $100K–$500K | SH |
| BA | BOEING CO | 2K | $100K–$500K | SH |
| GSLC | GOLDMAN SACHS ETF TR | 3K | $100K–$500K | SH |
| GSEP | FIRST TR EXCHNG TRADED FD VI | 9K | $100K–$500K | SH |
| SBRA | SABRA HEALTH CARE REIT INC | 17K | $100K–$500K | SH |
| GEV | GE VERNOVA INC | 503 | $100K–$500K | SH |
| VTV | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| DFAC | DIMENSIONAL ETF TRUST | 8K | $100K–$500K | SH |
| MMM | 3M CO | 2K | $100K–$500K | SH |
| IEMG | ISHARES INC | 5K | $100K–$500K | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 6K | $100K–$500K | SH |
| SBUX | STARBUCKS CORP | 4K | $100K–$500K | SH |
| QQMG | INVESCO EXCH TRADED FD TR II | 8K | $100K–$500K | SH |
| CCJ | CAMECO CORP | 3K | $100K–$500K | SH |
| BKLN | INVESCO EXCH TRADED FD TR II | 15K | $100K–$500K | SH |
| IAG | IAMGOLD CORP | 19K | $100K–$500K | SH |
| LXP | LXP INDUSTRIAL TRUST | 6K | $100K–$500K | SH |
| AVUS | AMERICAN CENTY ETF TR | 3K | $100K–$500K | SH |
| FLRN | SPDR SERIES TRUST | 10K | $100K–$500K | SH |
| ERO | ERO COPPER CORP | 11K | $100K–$500K | SH |
| SILA | SILA REALTY TRUST INC | 13K | $100K–$500K | SH |
| SPEM | SPDR INDEX SHS FDS | 6K | $100K–$500K | SH |
| QCOM | QUALCOMM INC | 2K | $100K–$500K | SH |
| NTST | NETSTREIT CORP | 17K | $100K–$500K | SH |
| IYW | ISHARES TR | 1K | $100K–$500K | SH |
| HODL | VANECK BITCOIN ETF | 12K | $100K–$500K | SH |
| TECK | TECK RESOURCES LTD | 6K | $100K–$500K | SH |
| MGK | VANGUARD WORLD FD | 718 | $100K–$500K | SH |
| COIN | COINBASE GLOBAL INC | 1K | $100K–$500K | SH |
| HYGH | ISHARES U S ETF TR | 3K | $100K–$500K | SH |
| IWX | ISHARES TR | 3K | $100K–$500K | SH |
| PCAR | PACCAR INC | 3K | $100K–$500K | SH |
| KALU | KAISER ALUMINUM CORP | 2K | $100K–$500K | SH |
| PFF | ISHARES TR | 9K | $100K–$500K | SH |
| UNP | UNION PAC CORP | 1K | $100K–$500K | SH |
| SCHG | SCHWAB STRATEGIC TR | 8K | $100K–$500K | SH |
| NUE | NUCOR CORP | 2K | $100K–$500K | SH |
| TLT | ISHARES TR | 3K | $100K–$500K | SH |
| JNK | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| TLH | ISHARES TR | 3K | $100K–$500K | SH |
| STLD | STEEL DYNAMICS INC | 2K | $100K–$500K | SH |
| VOT | VANGUARD INDEX FDS | 921 | $100K–$500K | SH |
| MRVL | MARVELL TECHNOLOGY INC | 3K | $100K–$500K | SH |