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 201–227 of 227
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CEG | CONSTELLATION ENERGY CORP | 715 | $100K–$500K | SH |
| MUB | ISHARES TR | 2K | $100K–$500K | SH |
| SCHV | SCHWAB STRATEGIC TR | 8K | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED | 421 | $100K–$500K | SH |
| ANET | ARISTA NETWORKS INC | 2K | $100K–$500K | SH |
| VBR | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| IWS | ISHARES TR | 2K | $100K–$500K | SH |
| IVW | ISHARES TR | 2K | $100K–$500K | SH |
| IJT | ISHARES TR | 2K | $100K–$500K | SH |
| IWO | ISHARES TR | 685 | $100K–$500K | SH |
| IYH | ISHARES TR | 3K | $100K–$500K | SH |
| YUM | YUM BRANDS INC | 1K | $100K–$500K | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 448 | $100K–$500K | SH |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | 6K | $100K–$500K | SH |
| QQH | NORTHERN LTS FD TR III | 3K | $100K–$500K | SH |
| UPS | UNITED PARCEL SERVICE INC | 2K | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 1K | $100K–$500K | SH |
| IYZ | ISHARES TR | 6K | $100K–$500K | SH |
| GILD | GILEAD SCIENCES INC | 2K | $100K–$500K | SH |
| IEFA | ISHARES TR | 2K | $100K–$500K | SH |
| BND | VANGUARD BD INDEX FDS | 3K | $100K–$500K | SH |
| IDU | ISHARES TR | 2K | $100K–$500K | SH |
| YMAG | TIDAL TRUST II | 10K | $100K–$500K | SH |
| MARA | MARA HOLDINGS INC | 15K | $100K–$500K | SH |
| CLSK | CLEANSPARK INC | 13K | $100K–$500K | SH |
| DVLT | DATAVAULT AI INC | 52K | $15K–$50K | SH |
| MVIS | MICROVISION INC DEL | 38K | $15K–$50K | SH |