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CIK: 0001905669
Total reported value
$139.0M
$139.0M
82 檔
24.5%
At the close of Q2 2024, Synergy Financial Group, LTD disclosed equity holdings valued at approximately $139.0M, spread across 82 reported holdings.
During Q2 2024, Synergy Financial Group, LTD's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 8.86% | +0.12% | +922.58% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 8.55% | +0.49% | -0.08% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 8.38% | -1.12% | -3.04% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 5.00% | +0.43% | +5.98% | |
| 5 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 4.88% | -0.34% | -2.79% | |
| 6 | SHOP | Shopify Inc - Class A | Stock-Tech | 4.41% | -0.52% | +1.23% | |
| 7 | ANETEUR | Arista Networks Inc | Stock-Other | 4.08% | — | +4.29% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.61% | -0.06% | -0.66% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.43% | -0.34% | +4.02% | |
| 10 | NFLX | Netflix Inc | Stock-Comm Services | 3.13% | -0.78% | -1.45% | |
| 11 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 2.63% | -0.29% | -4.74% | |
| 12 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 2.34% | +0.02% | +4810.59% | |
| 13 | MA | Mastercard Inc - A | Stock-Financials | 1.65% | -0.04% | -5.60% | |
| 14 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.57% | +0.91% | -4.97% | |
| 15 | NOW | Servicenow Inc | Stock-Tech | 1.48% | -0.08% | +5.14% | |
| 16 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.43% | -0.30% | +11.70% | |
| 17 | ZS | Zscaler Inc | Stock-Tech | 1.38% | -0.04% | +1.63% | |
| 18 | TMFC | Motley Fool 100 Index ETF | ETF-Large Cap & Growth | 1.36% | +0.27% | — | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.14% | -0.10% | +0.39% | |
| 20 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.10% | -0.03% | -3.96% | |
| 21 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 1.09% | -0.11% | +25.89% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 1.08% | +0.19% | +0.31% | |
| 23 | DDOG | Datadog Inc - Class A | Stock-Tech | 1.06% | +0.55% | +1.93% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.05% | -0.09% | +19.10% | |
| 25 | KNSL | Kinsale Capital Group Inc | Stock-Financials | 0.95% | -0.10% | +14.00% | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.95% | -0.16% | +32.82% | |
| 27 | WD | Walker & Dunlop Inc | Stock-Other | 0.87% | +0.04% | -2.46% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.84% | +0.25% | -12.37% | |
| 29 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.83% | -0.08% | -14.50% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.80% | +0.32% | +14.16% | |
| 31 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.79% | +0.04% | -5.47% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.79% | +0.14% | -0.32% | |
| 33 | VV | Vanguard Large-cap ETF | ETF-Other | 0.73% | -0.16% | +51.48% | |
| 34 | GSST | Goldman Sachs Ultra Short Bo | ETF-Commodities | 0.68% | -0.14% | +28.36% | |
| 35 | ASML | ASML Holding N.V. | Stock-Tech | 0.68% | +0.20% | -1.09% | |
| 36 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.68% | -0.10% | +3.56% | |
| 37 | OKTA | Okta Inc | Stock-Tech | 0.62% | +0.21% | +4.55% | |
| 38 | UBER | Uber Technologies Inc | Stock-Industrials | 0.59% | -0.02% | +0.32% | |
| 39 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.58% | +0.05% | -1.02% | |
| 40 | CRM | Salesforce Inc | Stock-Tech | 0.53% | -0.06% | +0.31% | |
| 41 | AMD | Advanced Micro Devices | Stock-Tech | 0.52% | +1.02% | +0.39% | |
| 42 | HUBS | Hubspot Inc | Stock-Tech | 0.50% | — | +49.36% | |
| 43 | TEAM | Atlassian Corp-cl A | Stock-Tech | 0.44% | — | -19.28% | |
| 44 | VB | Vanguard Small-cap ETF | ETF-Other | 0.43% | +0.04% | +20.42% | |
| 45 | WM | Waste Management Inc | Stock-Industrials | 0.43% | -0.02% | +0.05% | |
| 46 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.42% | -0.09% | — | |
| 47 | NEE | Nextera Energy Inc | Stock-Utilities | 0.42% | -0.04% | -0.37% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.42% | -0.01% | +3.61% | |
| 49 | SNOW | Snowflake Inc | Stock-Tech | 0.40% | +0.12% | +21.98% | |
| 50 | PINS | Pinterest Inc- Class A | Stock-Comm Services | 0.39% | — | — |
According to official SEC Form 13F filings, Synergy Financial Group, LTD reported a total U.S. public equity portfolio value of $139.0M across 82 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, AMZN, MSFT) accounted for 24.5% of total reported equity market value during Q2 2024.
During Q2 2024, Synergy Financial Group, LTD's top holdings by market value included NVDA (8.9%)、AMZN (8.6%)、MSFT (8.4%). The largest single position, NVDA, represented 8.9% of total portfolio value.
In Q2 2024, Synergy Financial Group, LTD made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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