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CIK: 0001905669
Total reported value
$139.0M
$139.0M
101 檔
27.0%
According to the latest 13F quarterly dataset, Synergy Financial Group, LTD managed an equity portfolio of $139.0M at the end of Q4 2024, spanning 101 distinct U.S. exchange-listed positions.
In Q4 2024, Synergy Financial Group, LTD displayed an active expansion posture, initiating 11 new positions and adding to 18 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 7.54% | +0.49% | -2.53% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 7.18% | +0.12% | -6.52% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 6.57% | -1.12% | -15.00% | |
| 4 | SHOP | Shopify Inc - Class A | Stock-Tech | 5.43% | -0.52% | -5.02% | |
| 5 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 4.57% | -0.34% | -2.70% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 4.50% | +0.43% | -1.32% | |
| 7 | ANET | Arista Networks Inc | Stock-Tech | 3.51% | +0.62% | — | |
| 8 | NFLX | Netflix Inc | Stock-Comm Services | 3.24% | -0.78% | -1.49% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.12% | -0.34% | -2.99% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.02% | -0.06% | -3.57% | |
| 11 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.82% | -0.30% | +0.77% | |
| 12 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 2.30% | -0.29% | +4.93% | |
| 13 | GSST | Goldman Sachs Ultra Short Bo | ETF-Commodities | 2.18% | -0.14% | +333.08% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.08% | +0.32% | +198.77% | |
| 15 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 1.83% | +0.02% | +2.07% | |
| 16 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.64% | +0.90% | — | |
| 17 | TMFC | Motley Fool 100 Index ETF | ETF-Large Cap & Growth | 1.54% | +0.27% | +15.10% | |
| 18 | MA | Mastercard Inc - A | Stock-Financials | 1.52% | -0.04% | -5.70% | |
| 19 | NOW | Servicenow Inc | Stock-Tech | 1.32% | -0.08% | -11.78% | |
| 20 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.17% | +0.91% | +4.08% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 1.04% | +0.19% | -16.10% | |
| 22 | ZS | Zscaler Inc | Stock-Tech | 0.98% | -0.04% | -5.57% | |
| 23 | KNSL | Kinsale Capital Group Inc | Stock-Financials | 0.97% | -0.10% | +2.08% | |
| 24 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.96% | -0.03% | -1.87% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.94% | -0.16% | +9.81% | |
| 26 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.94% | -0.11% | +14.91% | |
| 27 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.92% | -0.10% | +9.73% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.91% | -0.09% | +5.56% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.86% | -0.10% | -11.39% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.82% | +0.25% | +7.39% | |
| 31 | DDOG | Datadog Inc - Class A | Stock-Tech | 0.78% | +0.55% | -14.71% | |
| 32 | VV | Vanguard Large-cap ETF | ETF-Other | 0.76% | -0.16% | +14.43% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.72% | +0.14% | -1.75% | |
| 34 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.68% | +0.04% | -4.71% | |
| 35 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.67% | -0.08% | +14.28% | |
| 36 | WD | Walker & Dunlop Inc | Stock-Other | 0.67% | +0.04% | -4.55% | |
| 37 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.61% | -0.09% | +12.10% | |
| 38 | CRM | Salesforce Inc | Stock-Tech | 0.58% | -0.06% | -0.43% | |
| 39 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.50% | +0.05% | +295.29% | |
| 40 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.49% | -0.08% | +36.81% | |
| 41 | HUBS | Hubspot Inc | Stock-Tech | 0.49% | — | -9.22% | |
| 42 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.49% | +0.03% | +32.93% | |
| 43 | UPWK | Upwork Inc | Stock-Other | 0.46% | -0.08% | — | |
| 44 | OKTA | Okta Inc | Stock-Tech | 0.46% | +0.21% | +9.65% | |
| 45 | SNOW | Snowflake Inc | Stock-Tech | 0.45% | +0.12% | +24.89% | |
| 46 | PAYC | Paycom Software Inc | Stock-Tech | 0.45% | -0.10% | +24.83% | |
| 47 | TEAM | Atlassian Corp-cl A | Stock-Tech | 0.43% | — | -11.96% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.42% | -0.01% | +8.20% | |
| 49 | IBKR | Interactive Brokers Gro-cl A | Stock-Financials | 0.40% | +0.07% | +0.37% | |
| 50 | VB | Vanguard Small-cap ETF | ETF-Other | 0.39% | +0.04% | +1.25% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ANET | Arista Networks Inc | +3.5% | NEW | New buy |
| 2 | VGT | Vanguard Info Tech ETF | +1.6% | NEW | New buy |
| 3 | GSST | Goldman Sachs Ultra Short Bo | +1.6% | +333.08% | Add |
| 4 | VOO | Vanguard S&p 500 ETF | +1.3% | +198.77% | Add |
| 5 | TSLA | Tesla Inc | +0.8% | +0.77% | Add |
| 6 | SHOP | Shopify Inc - Class A | +0.5% | -5.02% | Trim |
| 7 | VTV | Vanguard Value ETF | +0.3% | NEW | New buy |
| 8 | ISCG | Ishares Morningstar Small-ca | +0.3% | NEW | New buy |
| 9 | COF | Capital One Financial CORP | +0.3% | NEW | New buy |
| 10 | FBTC | Fidelity Wise Origin Bitcoin | +0.3% | +9.73% | Add |
| 11 | NFLX | Netflix Inc | +0.3% | -1.49% | Trim |
| 12 | AXON | Axon Enterprise Inc | +0.2% | +32.93% | Add |
| 13 | CVX | Chevron CORP | +0.2% | NEW | New buy |
| 14 | MSTR | Strategy Inc | +0.2% | NEW | New buy |
| 15 | V | Visa Inc-class A Shares | +0.2% | NEW | New buy |
| 16 | JPM | Jpmorgan Chase & Co | +0.2% | NEW | New buy |
| 17 | ROKU | Roku Inc | +0.2% | NEW | New buy |
| 18 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | NEW | New buy |
| 19 | SNOW | Snowflake Inc | +0.1% | +24.89% | Add |
| 20 | LMND | Lemonade Inc | +0.1% | -14.90% | Trim |
| 21 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +4.08% | Add |
| 22 | UPWK | Upwork Inc | +0.1% | — | Unchanged |
| 23 | PYPL | Paypal Holdings Inc | +0.1% | +36.81% | Add |
| 24 | PAYC | Paycom Software Inc | +0.1% | +24.83% | Add |
| 25 | TMFC | Motley Fool 100 Index ETF | +0.1% | +15.10% | Add |
| 26 | DOCU | Docusign Inc | +0.1% | +3.41% | Add |
| 27 | TEAM | Atlassian Corp-cl A | +0.1% | -11.96% | Trim |
| 28 | AMZN | Amazon.com Inc | +0.1% | -2.53% | Trim |
| 29 | GOOGL | Alphabet Inc-cl A | +0.1% | +7.39% | Add |
| 30 | CRM | Salesforce Inc | 0% | -0.43% | Trim |
| 31 | ABNB | Airbnb Inc-class A | 0% | +14.28% | Add |
| 32 | VV | Vanguard Large-cap ETF | 0% | +14.43% | Add |
| 33 | GBIL | Goldman Sachs Access Treasur | 0% | +14.91% | Add |
| 34 | DIS | Walt Disney Co/the | — | -1.87% | Trim |
| 35 | AVGO | Broadcom Inc | 0% | -16.10% | Trim |
| 36 | GOOG | Alphabet Inc-cl C | -0.1% | -3.57% | Trim |
| 37 | CMG | Chipotle Mexican Grill Inc | -0.1% | +2.07% | Add |
| 38 | AMD | Advanced Micro Devices | -0.2% | +0.03% | Add |
| 39 | ASML | ASML Holding N.V. | -0.2% | -12.24% | Trim |
| 40 | NEE | Nextera Energy Inc | -0.2% | -20.83% | Trim |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | EXIT | Sold out |
| 42 | UNP | Union Pacific CORP | -0.2% | EXIT | Sold out |
| 43 | DOCN | Digitalocean Holdings Inc | -0.3% | EXIT | Sold out |
| 44 | WD | Walker & Dunlop Inc | -0.3% | -4.55% | Trim |
| 45 | AAPL | Apple Inc | -0.3% | -1.32% | Trim |
| 46 | TTD | Trade Desk Inc/the -class A | -0.4% | -2.70% | Trim |
| 47 | MELI | Mercadolibre Inc | -0.7% | +4.93% | Add |
| 48 | NVDA | Nvidia CORP | -0.7% | -6.52% | Trim |
| 49 | MSFT | Microsoft CORP | -2.4% | -15.00% | Trim |
| 50 | ANETEUR | Arista Networks Inc | -4.1% | EXIT | Sold out |
According to official SEC Form 13F filings, Synergy Financial Group, LTD reported a total U.S. public equity portfolio value of $139.0M across 101 disclosed positions in Q4 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 AMZN, NVDA, MSFT) accounted for 27.0% of total reported equity market value during Q4 2024.
Top New Position Initiated
ANET
市值: $4.2M
Top Position Liquidated / Trimmed
ANETEUR
前期市值: $4.3M
During Q4 2024, Synergy Financial Group, LTD's top holdings by market value included AMZN (7.5%)、NVDA (7.2%)、MSFT (6.6%). The largest single position, AMZN, represented 7.5% of total portfolio value.
In Q4 2024, Synergy Financial Group, LTD made 49 total portfolio adjustments, initiating 11 new buys, adding to 18 positions, trimming 16 holdings, and fully liquidating 4 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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