Synergy Financial Group, LTD
Net seller this quarter
$139M
78
-$8.76M
44.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $11.5M | 8.24% | 0.00% | -7.6% | Q4 2021 |
 AMZN | $9.56M | 6.88% | 0.00% | -1.8% | Q4 2021 |
 MSFT | $7.91M | 5.69% | 0.00% | -13.4% | Q4 2021 |
 AAPL | $6.65M | 4.78% | 0.00% | +0.8% | Q4 2021 |
 GOOG | $6.05M | 4.36% | Not reported | -16.5% | Q4 2021 |
 SHOP | $5.81M | 4.18% | 0.01% | -3.6% | Q4 2021 |
 META | $3.92M | 2.82% | Not reported | -5.2% | Q4 2021 |
 ANET | $3.67M | 2.64% | 0.00% | -1.3% | Q4 2021 |
 TSLA | $3.64M | 2.62% | 0.00% | -17.2% | Q4 2021 |
 CRWD | $2.85M | 2.05% | 0.00% | -3.4% | Q4 2021 |
 MELI | $2.59M | 1.86% | 0.00% | -7.9% | Q4 2021 |
| GOOGL | $2.51M | 1.81% | 0.00% | -2.6% | Q4 2021 |
 NFLX | $2.47M | 1.78% | 0.00% | -2.2% | Q4 2021 |
 AMD | $2.2M | 1.59% | 0.00% | +1.2% | Q1 2022 |
 AVGO | $1.9M | 1.37% | 0.00% | -1.0% | Q4 2021 |
 MA | $1.74M | 1.25% | 0.00% | -1.8% | Q4 2021 |
 MU | $1.58M | 1.14% | 0.00% | +0.4% | Q3 2025 |
 DDOG | $1.55M | 1.12% | 0.01% | -6.4% | Q4 2021 |
 TTD | $1.24M | 0.89% | Not reported | -4.7% | Q4 2021 |
 ASML | $1.17M | 0.84% | 0.00% | -8.8% | Q4 2021 |
 QQQ | $1.11M | 0.80% | Not reported | Not reported | Q4 2021 |
 CMG | $1.08M | 0.78% | 0.00% | -0.1% | Q4 2021 |
 ABNB | $969K | 0.70% | Not reported | -18.2% | Q4 2021 |
 DIS | $939K | 0.68% | 0.00% | 0.0% | Q4 2021 |
 COST | $935K | 0.67% | 0.00% | -2.9% | Q4 2021 |
 OKTA | $814K | 0.59% | Not reported | -7.9% | Q4 2021 |
 ZS | $783K | 0.56% | 0.00% | -2.6% | Q4 2021 |
 SBUX | $771K | 0.55% | 0.00% | -1.2% | Q4 2021 |
 NET | $761K | 0.55% | Not reported | -0.3% | Q4 2021 |
 SNOW | $741K | 0.53% | 0.00% | -20.2% | Q4 2021 |
 BRK.B | $729K | 0.52% | Not reported | -0.8% | Q4 2021 |
 KNSL | $695K | 0.50% | 0.01% | -9.2% | Q4 2021 |
 AXON | $640K | 0.46% | 0.00% | -14.8% | Q2 2024 |
 LMND | $632K | 0.45% | 0.01% | -0.1% | Q4 2021 |
 NOW | $631K | 0.45% | 0.00% | -5.3% | Q4 2021 |
 FBTC | $631K | 0.45% | 0.01% | Not reported | Q1 2024 |
 TSM | $607K | 0.44% | 0.00% | +15.1% | Q4 2024 |
 IBKR | $590K | 0.42% | 0.00% | -3.7% | Q4 2021 |
 LRCX | $516K | 0.37% | 0.00% | +1.4% | Q4 2021 |
 ZM | $511K | 0.37% | Not reported | -27.7% | Q4 2021 |
| EA | $486K | 0.35% | Not reported | -3.3% | Q4 2021 |
 UBER | $481K | 0.35% | 0.00% | -3.0% | Q4 2021 |
 JPM | $477K | 0.34% | 0.00% | +0.8% | Q4 2024 |
 NEE | $448K | 0.32% | 0.00% | -0.5% | Q4 2021 |
 PAYC | $425K | 0.31% | 0.01% | -25.3% | Q4 2021 |
 WD | $409K | 0.29% | 0.02% | -0.2% | Q4 2021 |
 WM | $397K | 0.29% | 0.00% | -2.1% | Q4 2021 |
 UNH | $369K | 0.27% | 0.00% | +3.1% | Q3 2024 |
 KMI | $364K | 0.26% | 0.00% | -3.0% | Q4 2021 |
 WMT | $364K | 0.26% | 0.00% | -5.7% | Q3 2024 |
| Q1 2026 | |||||
| NVDA | $10.8M | 8.12% | 0.00% | -0.3% | Q4 2021 |
| MSFT | $9.07M | 6.81% | 0.00% | +4.6% | Q4 2021 |
| AMZN | $8.5M | 6.39% | 0.00% | -1.7% | Q4 2021 |
| SHOP | $6.26M | 4.70% | 0.01% | -2.8% | Q4 2021 |
| GOOG | $5.89M | 4.42% | Not reported | -1.6% | Q4 2021 |
| AAPL | $5.79M | 4.35% | 0.00% | +4.6% | Q4 2021 |
| META | $4.2M | 3.15% | Not reported | +3.5% | Q4 2021 |
| TSLA | $3.89M | 2.92% | 0.00% | -20.1% | Q4 2021 |
| NFLX | $3.4M | 2.56% | 0.00% | -1.0% | Q4 2021 |
| MELI | $2.86M | 2.15% | 0.00% | +1.6% | Q4 2021 |
| ANET | $2.69M | 2.02% | 0.00% | -0.8% | Q4 2021 |
| GOOGL | $2.08M | 1.56% | 0.00% | +39.4% | Q4 2021 |
| MA | $1.72M | 1.29% | 0.00% | +2.6% | Q4 2021 |
| TTD | $1.63M | 1.23% | Not reported | -3.4% | Q4 2021 |
| AVGO | $1.57M | 1.18% | 0.00% | -0.7% | Q4 2021 |
| CRWD | $1.51M | 1.14% | 0.00% | -5.0% | Q4 2021 |
| ABNB | $1.04M | 0.78% | Not reported | +5.9% | Q4 2021 |
| COST | $1.03M | 0.77% | 0.00% | -2.2% | Q4 2021 |
| CMG | $1.02M | 0.76% | 0.00% | +1.0% | Q4 2021 |
| DIS | $941K | 0.71% | 0.00% | -0.3% | Q4 2021 |
| QQQ | $873K | 0.66% | Not reported | -1.3% | Q4 2021 |
| ASML | $852K | 0.64% | 0.00% | +3.7% | Q4 2021 |
| ZS | $798K | 0.60% | 0.00% | +0.4% | Q4 2021 |
| KNSL | $792K | 0.60% | 0.01% | -8.7% | Q4 2021 |
| AMD | $763K | 0.57% | 0.00% | +5.1% | Q1 2022 |
| DDOG | $752K | 0.57% | 0.01% | -0.7% | Q4 2021 |
| FBTC | $729K | 0.55% | 0.01% | -1.0% | Q1 2024 |
| BRK.B | $703K | 0.53% | Not reported | +28.1% | Q4 2021 |
| NOW | $702K | 0.53% | 0.00% | +1.5% | Q4 2021 |
| SBUX | $684K | 0.51% | 0.00% | +1.8% | Q4 2021 |
| ZM | $658K | 0.49% | Not reported | +15.2% | Q4 2021 |
 CVX | $655K | 0.49% | 0.00% | +14.8% | Q4 2024 |
| NET | $642K | 0.48% | Not reported | -6.5% | Q4 2021 |
| LMND | $610K | 0.46% | 0.01% | -4.2% | Q4 2021 |
| AXON | $570K | 0.43% | 0.00% | -8.2% | Q2 2024 |
| PAYC | $550K | 0.41% | 0.01% | +19.9% | Q4 2021 |
| SNOW | $550K | 0.41% | 0.00% | -13.5% | Q4 2021 |
| OKTA | $510K | 0.38% | Not reported | -0.5% | Q4 2021 |
 PLD | $510K | 0.38% | 0.00% | +18.3% | Q1 2025 |
| EA | $500K | 0.38% | Not reported | -4.1% | Q4 2021 |
| UBER | $494K | 0.37% | 0.00% | +1.5% | Q4 2021 |
 PLTR | $493K | 0.37% | 0.00% | -0.1% | Q1 2025 |
| NEE | $476K | 0.36% | 0.00% | +19.4% | Q4 2021 |
| IBKR | $472K | 0.35% | 0.00% | -5.1% | Q4 2021 |
| MU | $460K | 0.35% | 0.00% | +3.3% | Q3 2025 |
| JPM | $425K | 0.32% | 0.00% | +54.2% | Q4 2024 |
| WMT | $424K | 0.32% | 0.00% | +12.6% | Q3 2024 |
| WM | $418K | 0.31% | 0.00% | -1.4% | Q4 2021 |
| KMI | $394K | 0.30% | 0.00% | -0.8% | Q4 2021 |
 PYPL | $387K | 0.29% | 0.00% | -11.6% | Q4 2021 |
| Q4 2025 | |||||
| NVDA | $11.6M | 8.14% | 0.00% | -4.8% | Q4 2021 |
| MSFT | $11.3M | 7.96% | 0.00% | +3.6% | Q4 2021 |
| AMZN | $9.59M | 6.74% | 0.00% | -2.9% | Q4 2021 |
| SHOP | $8.74M | 6.14% | 0.01% | -14.5% | Q4 2021 |
| GOOG | $6.55M | 4.60% | Not reported | -3.3% | Q4 2021 |
| AAPL | $5.93M | 4.16% | 0.00% | -0.9% | Q4 2021 |
| TSLA | $5.89M | 4.14% | 0.00% | -2.2% | Q4 2021 |
| META | $4.68M | 3.29% | Not reported | -0.8% | Q4 2021 |
| NFLX | $3.35M | 2.36% | 0.00% | -1.6% | Q4 2021 |
| MELI | $3.29M | 2.31% | 0.00% | -1.0% | Q4 2021 |
| ANET | $2.89M | 2.03% | 0.00% | -15.6% | Q4 2021 |
| TTD | $2.83M | 1.99% | Not reported | -1.6% | Q4 2021 |
| MA | $1.91M | 1.35% | 0.00% | -1.3% | Q4 2021 |
| CRWD | $1.91M | 1.34% | 0.00% | -3.6% | Q4 2021 |
| AVGO | $1.77M | 1.25% | 0.00% | -1.7% | Q4 2021 |
| GOOGL | $1.62M | 1.14% | 0.00% | +0.2% | Q4 2021 |
| ZS | $1.28M | 0.90% | 0.00% | -5.4% | Q4 2021 |
| CMG | $1.16M | 0.82% | 0.00% | -3.8% | Q4 2021 |
| DIS | $1.11M | 0.78% | 0.00% | -1.9% | Q4 2021 |
| ABNB | $1.06M | 0.75% | Not reported | -1.7% | Q4 2021 |
| NOW | $1.01M | 0.71% | 0.00% | -0.4% | Q4 2021 |
| KNSL | $993K | 0.70% | 0.01% | -5.2% | Q4 2021 |
| FBTC | $952K | 0.67% | 0.01% | -0.1% | Q1 2024 |
| QQQ | $942K | 0.66% | Not reported | +4.1% | Q4 2021 |
| SNOW | $924K | 0.65% | 0.00% | -2.1% | Q4 2021 |
| COST | $908K | 0.64% | 0.00% | +0.1% | Q4 2021 |
| DDOG | $872K | 0.61% | 0.01% | -4.9% | Q4 2021 |
| AXON | $829K | 0.58% | 0.00% | +5.2% | Q2 2024 |
| AMD | $764K | 0.54% | 0.00% | +5.1% | Q1 2022 |
| LMND | $723K | 0.51% | 0.01% | -3.5% | Q4 2021 |
| ASML | $665K | 0.47% | 0.00% | +1.8% | Q4 2021 |
| NET | $656K | 0.46% | Not reported | -0.9% | Q4 2021 |
| SBUX | $632K | 0.44% | 0.00% | -5.0% | Q4 2021 |
| ZM | $613K | 0.43% | Not reported | +0.6% | Q4 2021 |
 UPWK | $608K | 0.43% | 0.02% | -1.2% | Q4 2021 |
| PAYC | $602K | 0.42% | 0.01% | -2.5% | Q4 2021 |
| PLTR | $600K | 0.42% | 0.00% | -22.9% | Q1 2025 |
| BRK.B | $576K | 0.40% | Not reported | +1.1% | Q4 2021 |
| PYPL | $565K | 0.40% | 0.00% | +0.3% | Q4 2021 |
| OKTA | $563K | 0.40% | Not reported | -3.1% | Q4 2021 |
| UBER | $554K | 0.39% | 0.00% | -9.3% | Q4 2021 |
 CRM | $533K | 0.37% | 0.00% | -1.1% | Q4 2021 |
| EA | $522K | 0.37% | Not reported | Not reported | Q4 2021 |
| IBKR | $477K | 0.33% | 0.00% | -7.4% | Q4 2021 |
 ADBE | $465K | 0.33% | 0.00% | -19.2% | Q4 2023 |
 COF | $455K | 0.32% | 0.00% | -1.4% | Q4 2024 |
| WD | $450K | 0.32% | 0.02% | -0.2% | Q4 2021 |
| CVX | $420K | 0.30% | 0.00% | -1.1% | Q4 2024 |
| PLD | $416K | 0.29% | 0.00% | +2.0% | Q1 2025 |
 U | $405K | 0.28% | 0.00% | +9.4% | Q3 2025 |
| Q3 2025 | |||||
| NVDA | $12.2M | 8.21% | 0.00% | Not reported | Q4 2021 |
| MSFT | $11.7M | 7.90% | 0.00% | Not reported | Q4 2021 |
| SHOP | $9.43M | 6.36% | 0.02% | Not reported | Q4 2021 |
| AMZN | $9.39M | 6.33% | 0.00% | Not reported | Q4 2021 |
| TSLA | $5.95M | 4.01% | 0.00% | Not reported | Q4 2021 |
| AAPL | $5.6M | 3.78% | 0.00% | Not reported | Q4 2021 |
| GOOG | $5.25M | 3.54% | Not reported | Not reported | Q4 2021 |
| META | $5.25M | 3.54% | Not reported | Not reported | Q4 2021 |
| NFLX | $4.36M | 2.94% | 0.00% | Not reported | Q4 2021 |
| MELI | $3.85M | 2.60% | 0.00% | Not reported | Q4 2021 |
| ANET | $3.81M | 2.57% | 0.00% | Not reported | Q4 2021 |
| TTD | $3.71M | 2.50% | Not reported | Not reported | Q4 2021 |
| CRWD | $2.07M | 1.40% | 0.00% | Not reported | Q4 2021 |
| MA | $1.93M | 1.30% | 0.00% | Not reported | Q4 2021 |
| ZS | $1.8M | 1.21% | 0.00% | Not reported | Q4 2021 |
| AVGO | $1.72M | 1.16% | 0.00% | Not reported | Q4 2021 |
| CMG | $1.28M | 0.86% | 0.00% | Not reported | Q4 2021 |
| GOOGL | $1.26M | 0.85% | 0.00% | Not reported | Q4 2021 |
| FBTC | $1.25M | 0.84% | 0.01% | Not reported | Q1 2024 |
| NOW | $1.22M | 0.82% | 0.00% | Not reported | Q4 2021 |
| DIS | $1.14M | 0.77% | 0.00% | Not reported | Q4 2021 |
| KNSL | $1.14M | 0.77% | 0.01% | Not reported | Q4 2021 |
| AXON | $996K | 0.67% | 0.00% | Not reported | Q2 2024 |
| COST | $974K | 0.66% | 0.00% | Not reported | Q4 2021 |
| SNOW | $971K | 0.65% | 0.00% | Not reported | Q4 2021 |
| ABNB | $965K | 0.65% | Not reported | Not reported | Q4 2021 |
| DDOG | $960K | 0.65% | 0.01% | Not reported | Q4 2021 |
| QQQ | $884K | 0.60% | Not reported | Not reported | Q4 2021 |
| PAYC | $806K | 0.54% | 0.01% | Not reported | Q4 2021 |
| PLTR | $799K | 0.54% | 0.00% | Not reported | Q1 2025 |
| UBER | $732K | 0.49% | 0.00% | Not reported | Q4 2021 |
| NET | $720K | 0.49% | Not reported | Not reported | Q4 2021 |
| SBUX | $668K | 0.45% | 0.00% | Not reported | Q4 2021 |
| PYPL | $646K | 0.44% | 0.00% | Not reported | Q4 2021 |
| WD | $627K | 0.42% | 0.02% | Not reported | Q4 2021 |
| OKTA | $616K | 0.42% | Not reported | Not reported | Q4 2021 |
| ASML | $592K | 0.40% | 0.00% | Not reported | Q4 2021 |
| ZM | $582K | 0.39% | Not reported | Not reported | Q4 2021 |
| ADBE | $580K | 0.39% | 0.00% | Not reported | Q4 2023 |
| UPWK | $576K | 0.39% | 0.02% | Not reported | Q4 2021 |
| BRK.B | $570K | 0.38% | Not reported | Not reported | Q4 2021 |
| LMND | $563K | 0.38% | 0.01% | Not reported | Q4 2021 |
| IBKR | $551K | 0.37% | 0.00% | Not reported | Q4 2021 |
| AMD | $549K | 0.37% | 0.00% | Not reported | Q1 2022 |
| EA | $516K | 0.35% | Not reported | Not reported | Q4 2021 |
| CRM | $482K | 0.33% | 0.00% | Not reported | Q4 2021 |
 VEEV | $436K | 0.29% | 0.00% | Not reported | Q1 2025 |
| CVX | $433K | 0.29% | 0.00% | Not reported | Q4 2024 |
| WM | $425K | 0.29% | 0.00% | Not reported | Q4 2021 |
| COF | $404K | 0.27% | 0.00% | Not reported | Q4 2024 |