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CIK: 0001905669
Total reported value
$139.0M
$139.0M
94 檔
26.0%
As reported in its official Q3 2024 Form 13F filing, Synergy Financial Group, LTD's tracked investment portfolio stood at $139.0M with 94 total positions.
In Q3 2024, Synergy Financial Group, LTD displayed an active expansion posture, initiating 13 new positions and adding to 28 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 8.99% | -1.12% | +23.03% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 7.91% | +0.12% | +0.15% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 7.48% | +0.49% | +0.14% | |
| 4 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 4.99% | -0.34% | +0.49% | |
| 5 | SHOP | Shopify Inc - Class A | Stock-Tech | 4.91% | -0.52% | +1.25% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 4.83% | +0.43% | -3.70% | |
| 7 | ANETEUR | Arista Networks Inc | Stock-Other | 4.05% | — | +0.11% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.58% | -0.34% | +1.65% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.13% | -0.06% | +4.96% | |
| 10 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 3.01% | -0.29% | +1.05% | |
| 11 | NFLX | Netflix Inc | Stock-Comm Services | 2.98% | -0.78% | -0.07% | |
| 12 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.06% | -0.30% | +20.36% | |
| 13 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 1.95% | +0.02% | -0.27% | |
| 14 | MA | Mastercard Inc - A | Stock-Financials | 1.73% | -0.04% | +2.96% | |
| 15 | NOW | Servicenow Inc | Stock-Tech | 1.43% | -0.08% | -6.22% | |
| 16 | TMFC | Motley Fool 100 Index ETF | ETF-Large Cap & Growth | 1.43% | +0.27% | +11.06% | |
| 17 | ZS | Zscaler Inc | Stock-Tech | 1.12% | -0.04% | +0.38% | |
| 18 | KNSL | Kinsale Capital Group Inc | Stock-Financials | 1.08% | -0.10% | +4.04% | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.06% | -0.10% | -0.94% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.06% | -0.09% | +2.33% | |
| 21 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.05% | +0.91% | +0.77% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 1.05% | +0.19% | +896.42% | |
| 23 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.98% | -0.16% | +4.15% | |
| 24 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.96% | -0.03% | -0.04% | |
| 25 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.93% | -0.11% | -5.62% | |
| 26 | WD | Walker & Dunlop Inc | Stock-Other | 0.93% | +0.04% | +1.67% | |
| 27 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.87% | +0.04% | -2.64% | |
| 28 | DDOG | Datadog Inc - Class A | Stock-Tech | 0.84% | +0.55% | -1.20% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.80% | +0.14% | +9.64% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.77% | +0.32% | +0.91% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.76% | +0.25% | +10.59% | |
| 32 | VV | Vanguard Large-cap ETF | ETF-Other | 0.74% | -0.16% | +5.45% | |
| 33 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.65% | -0.10% | -0.19% | |
| 34 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.64% | -0.08% | +2.19% | |
| 35 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.61% | -0.09% | +55.15% | |
| 36 | GSST | Goldman Sachs Ultra Short Bo | ETF-Commodities | 0.58% | -0.14% | -7.20% | |
| 37 | UBER | Uber Technologies Inc | Stock-Industrials | 0.54% | -0.02% | -1.63% | |
| 38 | CRM | Salesforce Inc | Stock-Tech | 0.54% | -0.06% | +6.13% | |
| 39 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.54% | +0.05% | -0.07% | |
| 40 | ASML | ASML Holding N.V. | Stock-Tech | 0.50% | +0.20% | — | |
| 41 | NEE | Nextera Energy Inc | Stock-Utilities | 0.48% | -0.04% | +5.41% | |
| 42 | AMD | Advanced Micro Devices | Stock-Tech | 0.48% | +1.02% | +0.26% | |
| 43 | HUBS | Hubspot Inc | Stock-Tech | 0.47% | — | +14.20% | |
| 44 | OKTA | Okta Inc | Stock-Tech | 0.45% | +0.21% | +1.09% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.45% | -0.01% | +4.92% | |
| 46 | VB | Vanguard Small-cap ETF | ETF-Other | 0.43% | +0.04% | +1.32% | |
| 47 | WM | Waste Management Inc | Stock-Industrials | 0.38% | -0.02% | -0.52% | |
| 48 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.37% | -0.08% | +0.42% | |
| 49 | TEAM | Atlassian Corp-cl A | Stock-Tech | 0.36% | — | — | |
| 50 | IBKR | Interactive Brokers Gro-cl A | Stock-Financials | 0.35% | +0.07% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | +0.6% | +20.36% | Add |
| 2 | MSFT | Microsoft CORP | +0.6% | +23.03% | Add |
| 3 | SHOP | Shopify Inc - Class A | +0.5% | +1.25% | Add |
| 4 | MELI | Mercadolibre Inc | +0.4% | +1.05% | Add |
| 5 | GPIQ | Gs Nasdaq-100 Pr Inc Etf-usd | +0.3% | NEW | New buy |
| 6 | JD | Jd.com Inc-adr | +0.3% | NEW | New buy |
| 7 | GPIX | Gldm SA S&p 500 Pr In Etf-us | +0.3% | NEW | New buy |
| 8 | ZG | Zillow Group Inc - A | +0.3% | NEW | New buy |
| 9 | WMT | Walmart Inc | +0.3% | NEW | New buy |
| 10 | UPST | Upstart Holdings Inc | +0.2% | NEW | New buy |
| 11 | UNH | Unitedhealth Group Inc | +0.2% | NEW | New buy |
| 12 | UNP | Union Pacific CORP | +0.2% | NEW | New buy |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | NEW | New buy |
| 14 | Z | Zillow Group Inc - C | +0.2% | NEW | New buy |
| 15 | SE | Sea Ltd-adr | +0.2% | NEW | New buy |
| 16 | NYT | New York Times Co-a | +0.2% | NEW | New buy |
| 17 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.2% | +55.15% | Add |
| 18 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | NEW | New buy |
| 19 | META | Meta Platforms Inc-class A | +0.2% | +1.65% | Add |
| 20 | KNSL | Kinsale Capital Group Inc | +0.1% | +4.04% | Add |
| 21 | TTD | Trade Desk Inc/the -class A | +0.1% | +0.49% | Add |
| 22 | MA | Mastercard Inc - A | +0.1% | +2.96% | Add |
| 23 | SBUX | Starbucks CORP | +0.1% | -2.64% | Trim |
| 24 | ACN | Accenture plc | +0.1% | +29.40% | Add |
| 25 | TMFC | Motley Fool 100 Index ETF | +0.1% | +11.06% | Add |
| 26 | WD | Walker & Dunlop Inc | +0.1% | +1.67% | Add |
| 27 | NEE | Nextera Energy Inc | +0.1% | +5.41% | Add |
| 28 | PYPL | Paypal Holdings Inc | +0.1% | +0.42% | Add |
| 29 | AXON | Axon Enterprise Inc | +0.1% | +4.92% | Add |
| 30 | VO | Vanguard Mid-cap ETF | 0% | +4.15% | Add |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +4.92% | Add |
| 32 | VWO | Vanguard Ftse Emerging Marke | 0% | +2.33% | Add |
| 33 | QQQ | Invesco Qqq Trust Series 1 | 0% | +9.64% | Add |
| 34 | VV | Vanguard Large-cap ETF | 0% | +5.45% | Add |
| 35 | ANETEUR | Arista Networks Inc | 0% | +0.11% | Add |
| 36 | NOW | Servicenow Inc | -0.1% | -6.22% | Trim |
| 37 | PINS | Pinterest Inc- Class A | -0.1% | — | Unchanged |
| 38 | NFLX | Netflix Inc | -0.2% | -0.07% | Trim |
| 39 | AAPL | Apple Inc | -0.2% | -3.70% | Trim |
| 40 | OKTA | Okta Inc | -0.2% | +1.09% | Add |
| 41 | ASML | ASML Holding N.V. | -0.2% | — | Unchanged |
| 42 | ABNB | Airbnb Inc-class A | -0.2% | +2.19% | Add |
| 43 | LOGI | Logitech International S.A. | -0.2% | EXIT | Sold out |
| 44 | DDOG | Datadog Inc - Class A | -0.2% | -1.20% | Trim |
| 45 | ZS | Zscaler Inc | -0.3% | +0.38% | Add |
| 46 | CMG | Chipotle Mexican Grill Inc | -0.4% | -0.27% | Trim |
| 47 | GOOG | Alphabet Inc-cl C | -0.5% | +4.96% | Add |
| 48 | CRWD | Crowdstrike Holdings Inc - A | -0.5% | +0.77% | Add |
| 49 | NVDA | Nvidia CORP | -1% | +0.15% | Add |
| 50 | AMZN | Amazon.com Inc | -1.1% | +0.14% | Add |
According to official SEC Form 13F filings, Synergy Financial Group, LTD reported a total U.S. public equity portfolio value of $139.0M across 94 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, NVDA, AMZN) accounted for 26.0% of total reported equity market value during Q3 2024.
Top New Position Initiated
GPIQ
市值: $321.8K
Top Position Liquidated / Trimmed
LOGI
前期市值: $208.0K
During Q3 2024, Synergy Financial Group, LTD's top holdings by market value included MSFT (9.0%)、NVDA (7.9%)、AMZN (7.5%). The largest single position, MSFT, represented 9.0% of total portfolio value.
In Q3 2024, Synergy Financial Group, LTD made 48 total portfolio adjustments, initiating 13 new buys, adding to 28 positions, trimming 6 holdings, and fully liquidating 1 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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