Synergy Asset Management, LLC Top Holdings and 13F Report (2024)

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About Synergy Asset Management, LLC

Investment Activity

Synergy Asset Management, LLC has $588.78 million in total holdings as of March 31, 2024.
Synergy Asset Management, LLC owns shares of 128 different stocks, but just 40 companies or ETFs make up 80% of its holdings.
Approximately 40.31% of the portfolio was purchased this quarter.
About 42.08% of the portfolio was sold this quarter.
This quarter, Synergy Asset Management, LLC has purchased 139 new stocks and bought additional shares in 41 stocks.
Synergy Asset Management, LLC sold shares of 43 stocks and completely divested from 47 stocks this quarter.

Largest Holdings

SPDR Bloomberg Barclays 1-3 Month T-Bill ETF: $41,818,182
Microsoft: $38,989,359
iShares 0-3 Month Treasury Bond ETF: $37,830,317
Coca-Cola: $21,633,933
Amazon.com: $21,255,799

Largest New Holdings this Quarter

Arch Capital Group: $13,587,849 Holding
MercadoLibre: $11,826,552 Holding
Invesco Variable Rate Preferred ETF: $7,554,154 Holding
ProShares High Yield-Interest Rate Hedged ETF: $7,528,946 Holding
First Trust Preferred Securities and Income ETF: $7,358,576 Holding

Largest Purchases this Quarter

SPDR Bloomberg Barclays 1-3 Month T-Bill ETF: 395,855 shares (about $36.34M)
Schlumberger: 265,260 shares (about $14.54M)
UnitedHealth Group: 28,324 shares (about $14.01M)
Arch Capital Group: 146,991 shares (about $13.59M)
MercadoLibre: 7,822 shares (about $11.83M)

Largest Sales this Quarter

Exxon Mobil: 135,809 shares (about $15.79M)
Chesapeake Utilities: 129,922 shares (about $13.94M)
Berkshire Hathaway: 32,198 shares (about $13.54M)
NextEra Energy: 190,305 shares (about $12.16M)
VanEck Fallen Angel High Yield Bond ETF: 342,480 shares (about $9.94M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF	$41,818,182	$36,339,469 ▲	663.3%	455,536	7.1%	ETF
MSFT Microsoft	$38,989,359	$4,452,477 ▲	12.9%	92,673	6.6%	Computer and Technology
SGOV iShares 0-3 Month Treasury Bond ETF	$37,830,317	$10,996,630 ▲	41.0%	375,636	6.4%	ETF
KO Coca-Cola	$21,633,933	$3,088,919 ▲	16.7%	353,611	3.7%	Consumer Staples
AMZN Amazon.com	$21,255,799	$574,150 ▼	-2.6%	117,839	3.6%	Retail/Wholesale
NVDA NVIDIA	$19,840,371	$4,798,807 ▼	-19.5%	21,958	3.4%	Computer and Technology
AAPL Apple	$19,641,080	$5,329,409 ▲	37.2%	114,539	3.3%	Computer and Technology
META Meta Platforms	$19,109,524	$5,603,110 ▼	-22.7%	39,354	3.2%	Computer and Technology
GOOGL Alphabet	$19,069,553	$1,276,264 ▲	7.2%	126,347	3.2%	Computer and Technology
JNJ Johnson & Johnson	$16,241,210	$3,904,446 ▲	31.6%	102,669	2.8%	Medical
UNH UnitedHealth Group	$15,647,868	$14,011,894 ▲	856.5%	31,631	2.7%	Medical
SLB Schlumberger	$15,633,676	$14,538,901 ▲	1,328.0%	285,234	2.7%	Oils/Energy
RMD ResMed	$14,406,096	$666,173 ▲	4.8%	72,747	2.4%	Medical
ACGL Arch Capital Group	$13,587,849	$13,587,849 ▲	New Holding	146,991	2.3%	Finance
ICE Intercontinental Exchange	$12,977,300	$705,019 ▼	-5.2%	94,428	2.2%	Finance
MELI MercadoLibre	$11,826,552	$11,826,552 ▲	New Holding	7,822	2.0%	Retail/Wholesale
FTSM First Trust Enhanced Short Maturity ETF	$8,414,827	$1,526,570 ▼	-15.4%	141,141	1.4%	Manufacturing
FIRST TR EXCHNG TRADED FD VI	$8,159,749	$8,656,448 ▼	-51.5%	247,602	1.4%	FT VEST US EQT
VRP Invesco Variable Rate Preferred ETF	$7,554,154	$7,554,154 ▲	New Holding	317,802	1.3%	ETF
HYHG ProShares High Yield-Interest Rate Hedged ETF	$7,528,946	$7,528,946 ▲	New Holding	117,787	1.3%	ETF
FPE First Trust Preferred Securities and Income ETF	$7,358,576	$7,358,576 ▲	New Holding	424,860	1.2%	ETF
XOM Exxon Mobil	$6,926,767	$15,786,496 ▼	-69.5%	59,590	1.2%	Oils/Energy
QPFF American Century Quality Preferred ETF	$6,870,810	$6,870,810 ▲	New Holding	185,212	1.2%	ETF
LMT Lockheed Martin	$6,580,164	$1,093,965 ▲	19.9%	14,466	1.1%	Aerospace
PFE Pfizer	$6,201,669	$1,882,612 ▲	43.6%	223,484	1.1%	Medical
ACA Arcosa	$5,241,925	$5,241,925 ▲	New Holding	61,052	0.9%	Construction
BIP Brookfield Infrastructure Partners	$4,918,665	$4,918,665 ▲	New Holding	157,599	0.8%	Finance
AMD Advanced Micro Devices	$4,818,542	$360,439 ▲	8.1%	26,697	0.8%	Computer and Technology
ABT Abbott Laboratories	$4,779,858	$1,294,815 ▲	37.2%	42,054	0.8%	Medical
XMMO Invesco S&P MidCap Momentum ETF	$4,688,716	$4,688,716 ▲	New Holding	40,821	0.8%	ETF
PM Philip Morris International	$4,614,809	$1,584,477 ▲	52.3%	50,369	0.8%	Consumer Staples
CMCSA Comcast	$4,593,193	$3,579,930 ▲	353.3%	105,956	0.8%	Consumer Discretionary
SPMO Invesco S&P 500 Momentum ETF	$4,571,016	$4,571,016 ▲	New Holding	56,981	0.8%	ETF
FDG American CenturyFocused Dynamic Growth ETF	$4,528,398	$4,528,398 ▲	New Holding	54,812	0.8%	ETF
STLG iShares Factors US Growth Style ETF	$4,494,107	$4,494,107 ▲	New Holding	94,414	0.8%	Manufacturing
IDMO Invesco S&P International Developed Momentum ETF	$4,392,459	$4,392,459 ▲	New Holding	104,458	0.7%	ETF
QMOM Alpha Architect U.S. Quantitative Momentum ETF	$4,360,427	$4,360,427 ▲	New Holding	73,768	0.7%	ETF
VTI Vanguard Total Stock Market ETF	$4,203,453	$346,974 ▲	9.0%	16,173	0.7%	ETF
LINDE PLC	$4,138,949	$1,685,017 ▲	68.7%	8,914	0.7%	SHS
MCD McDonald's	$4,118,162	$1,177,705 ▲	40.1%	14,606	0.7%	Retail/Wholesale
MRK Merck & Co., Inc.	$3,796,461	$1,262,100 ▲	49.8%	28,772	0.6%	Medical
GILD Gilead Sciences	$3,723,957	$3,723,957 ▲	New Holding	50,839	0.6%	Medical
PAVE Global X U.S. Infrastructure Development ETF	$3,656,788	$3,656,788 ▲	New Holding	91,856	0.6%	ETF
ITB iShares U.S. Home Construction ETF	$3,538,974	$131,515 ▼	-3.6%	30,569	0.6%	ETF
DXJ WisdomTree Japan Hedged Equity Fund	$3,465,056	$3,465,056 ▲	New Holding	31,936	0.6%	Finance
JPM JPMorgan Chase & Co.	$3,424,479	$2,632,104 ▼	-43.5%	17,097	0.6%	Finance
MA Mastercard	$3,417,716	$1,152,402 ▲	50.9%	7,097	0.6%	Business Services
CRM Salesforce	$3,347,616	$1,131,533 ▲	51.1%	11,115	0.6%	Computer and Technology
MO Altria Group	$3,344,326	$1,652,534 ▼	-33.1%	76,670	0.6%	Consumer Staples
BAC Bank of America	$3,339,314	$1,272,558 ▲	61.6%	88,062	0.6%	Finance
TSLA Tesla	$3,214,145	$1,180,957 ▲	58.1%	18,284	0.5%	Auto/Tires/Trucks
V Visa	$3,116,658	$1,197,212 ▲	62.4%	11,168	0.5%	Business Services
TMO Thermo Fisher Scientific	$3,021,130	$1,211,823 ▲	67.0%	5,198	0.5%	Medical
UNP Union Pacific	$2,955,522	$1,180,438 ▲	66.5%	12,018	0.5%	Transportation
VZ Verizon Communications	$2,952,641	$942,631 ▼	-24.2%	70,368	0.5%	Computer and Technology
JCI Johnson Controls International	$2,923,005	$3,360,649 ▼	-53.5%	44,749	0.5%	Industrial Products
CVX Chevron	$2,894,529	$1,313,186 ▲	83.0%	18,350	0.5%	Oils/Energy
BMY Bristol-Myers Squibb	$2,851,324	$90,510 ▼	-3.1%	52,578	0.5%	Medical
KHC Kraft Heinz	$2,791,578	$746,372 ▼	-21.1%	75,653	0.5%	Consumer Staples
CSCO Cisco Systems	$2,772,916	$2,772,916 ▲	New Holding	55,558	0.5%	Computer and Technology
WEC WEC Energy Group	$2,759,643	$514,810 ▼	-15.7%	33,605	0.5%	Utilities
SNY Sanofi	$2,747,240	$203,195 ▼	-6.9%	56,528	0.5%	Medical
MTB M&T Bank	$2,745,617	$2,745,617 ▲	New Holding	18,878	0.5%	Finance
PSA Public Storage	$2,707,130	$1,908,595 ▼	-41.3%	9,333	0.5%	Finance
NVS Novartis	$2,568,666	$413,424 ▼	-13.9%	26,555	0.4%	Medical
COST Costco Wholesale	$2,554,190	$119,430 ▲	4.9%	3,486	0.4%	Retail/Wholesale
ISHARES BITCOIN TR	$2,108,811	$2,108,811 ▲	New Holding	52,108	0.4%	SHS
AGG iShares Core U.S. Aggregate Bond ETF	$1,995,389	$448,752 ▲	29.0%	20,374	0.3%	Finance
SPY SPDR S&P 500 ETF Trust	$1,953,180	$5,231 ▲	0.3%	3,734	0.3%	Finance
MSTR MicroStrategy	$1,297,171	$1,297,171 ▲	New Holding	761	0.2%	Computer and Technology
BRK.B Berkshire Hathaway	$1,104,707	$13,539,915 ▼	-92.5%	2,627	0.2%	Finance
IAGG iShares Core International Aggregate Bond ETF	$1,083,836	$265,639 ▲	32.5%	21,698	0.2%	ETF
VUG Vanguard Growth ETF	$1,082,956	$195,868 ▲	22.1%	3,146	0.2%	ETF
GPK Graphic Packaging	$1,060,189	$293,519 ▼	-21.7%	36,333	0.2%	Industrial Products
FI Fiserv	$1,026,365	$283,361 ▼	-21.6%	6,422	0.2%	Business Services
BDX Becton, Dickinson and Company	$1,013,803	$1,013,803 ▲	New Holding	4,097	0.2%	Medical
STZ Constellation Brands	$1,002,251	$184,797 ▼	-15.6%	3,688	0.2%	Consumer Staples
MDLZ Mondelez International	$992,390	$2,088,590 ▼	-67.8%	14,177	0.2%	Consumer Staples
GD General Dynamics	$967,246	$249,156 ▼	-20.5%	3,424	0.2%	Aerospace
STOT SPDR DoubleLine Short Duration Total Return Tactical ETF	$957,213	$44,266 ▲	4.8%	20,370	0.2%	ETF
VGSH Vanguard Short-Term Treasury Index ETF	$953,161	$51,857 ▲	5.8%	16,414	0.2%	ETF
NKE NIKE	$895,066	$895,066 ▲	New Holding	9,524	0.2%	Consumer Discretionary
VEU Vanguard FTSE All-World ex-US ETF	$809,613	$210,321 ▲	35.1%	13,804	0.1%	ETF
ADP Automatic Data Processing	$671,302		0.0%	2,688	0.1%	Business Services
XLG Invesco S&P 500 Top 50 ETF	$661,633	$95,338 ▼	-12.6%	15,705	0.1%	ETF
VIG Vanguard Dividend Appreciation ETF	$660,683	$41,452 ▼	-5.9%	3,618	0.1%	ETF
VOE Vanguard Mid-Cap Value ETF	$551,766	$11,537 ▼	-2.0%	3,539	0.1%	ETF
CPK Chesapeake Utilities	$511,070	$13,940,633 ▼	-96.5%	4,763	0.1%	Utilities
PG Procter & Gamble	$498,919	$7,950 ▼	-1.6%	3,075	0.1%	Consumer Staples
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF	$458,640	$128,026 ▲	38.7%	16,522	0.1%	ETF
FEMB First Trust Emerging Markets Local Currency Bond ETF	$446,697	$41,664 ▼	-8.5%	15,857	0.1%	Manufacturing
NEE NextEra Energy	$428,261	$12,162,395 ▼	-96.6%	6,701	0.1%	Utilities
IGEB iShares Investment Grade Bond Factor ETF	$399,435	$399,435 ▲	New Holding	8,906	0.1%	ETF
GRAYSCALE BITCOIN TR BTC	$376,494	$376,494 ▲	New Holding	5,960	0.1%	SHS REP COM UT
DWAS Invesco DWA SmallCap Momentum ETF	$370,013	$370,013 ▲	New Holding	4,070	0.1%	Manufacturing
WMT Walmart	$369,767	$246,351 ▲	199.6%	6,145	0.1%	Retail/Wholesale
GE General Electric	$363,669	$1,580 ▲	0.4%	2,072	0.1%	Transportation
JHMM John Hancock Multifactor Mid Cap ETF	$358,970		0.0%	6,256	0.1%	ETF
J P MORGAN EXCHANGE TRADED F	$334,892	$334,892 ▲	New Holding	5,603	0.1%	EQUITY FOCUS ETF
QQQ Invesco QQQ	$329,012	$6,660 ▼	-2.0%	741	0.1%	Finance
PGR Progressive	$328,431		0.0%	1,588	0.1%	Finance
BELPOINTE PREP LLC	$318,151		0.0%	5,225	0.1%	UNIT RP LTD LB A
PEP PepsiCo	$314,143	$700 ▲	0.2%	1,795	0.1%	Consumer Staples
BA Boeing	$287,510	$5,789 ▼	-2.0%	1,490	0.0%	Aerospace
RDVY First Trust NASDAQ Rising Dividend Achievers	$281,412	$281,412 ▲	New Holding	5,010	0.0%	Manufacturing
VFQY Vanguard U.S. Quality Factor ETF	$280,570	$151,171 ▼	-35.0%	2,049	0.0%	ETF
DFAU Dimensional US Core Equity Market ETF	$279,093	$279,093 ▲	New Holding	7,638	0.0%	ETF
GLRY Inspire Faithward Mid Cap Momentum ETF	$273,572	$37,296 ▼	-12.0%	9,103	0.0%	ETF
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF	$270,789		0.0%	2,609	0.0%	ETF
DFAC Dimensional U.S. Core Equity 2 ETF	$262,310		0.0%	8,210	0.0%	ETF
SPYG SPDR Portfolio S&P 500 Growth ETF	$249,705	$249,705 ▲	New Holding	3,414	0.0%	ETF
ICVT iShares Convertible Bond ETF	$246,595	$70,091 ▼	-22.1%	3,089	0.0%	ETF
AVGO Broadcom	$243,876	$243,876 ▲	New Holding	184	0.0%	Computer and Technology
XME SPDR S&P Metals & Mining ETF	$243,411	$243,411 ▲	New Holding	4,038	0.0%	ETF
SBUX Starbucks	$239,432	$4,204 ▼	-1.7%	2,620	0.0%	Retail/Wholesale
MMM 3M	$231,021	$7,955 ▲	3.6%	2,178	0.0%	Multi-Sector Conglomerates
EQX Equinox Gold	$222,397	$222,397 ▲	New Holding	36,943	0.0%	Basic Materials
ANGL VanEck Fallen Angel High Yield Bond ETF	$215,822	$9,938,782 ▼	-97.9%	7,437	0.0%	Manufacturing
VOT Vanguard Mid-Cap Growth ETF	$212,211	$212,211 ▲	New Holding	900	0.0%	ETF
IJT iShares S&P Small-Cap 600 Growth ETF	$205,377	$205,377 ▲	New Holding	1,571	0.0%	ETF
XSHQ Invesco S&P SmallCap Quality ETF	$203,430	$158,955 ▼	-43.9%	4,940	0.0%	ETF
EGO Eldorado Gold	$202,749	$4,151 ▼	-2.0%	14,410	0.0%	Basic Materials
FFIV F5	$202,483	$53,085 ▼	-20.8%	1,068	0.0%	Computer and Technology
QINT American Century Quality Diversified International ETF	$200,213	$117,644 ▼	-37.0%	4,030	0.0%	ETF
UEC Uranium Energy	$180,192	$9,261 ▼	-4.9%	26,695	0.0%	Basic Materials
MTTR Matterport	$113,000		0.0%	50,000	0.0%	Business Services
SPROTT PHYSICAL SILVER TR	$90,710		0.0%	10,942	0.0%	TR UNIT
COMP Compass	$86,534	$86,534 ▲	New Holding	24,037	0.0%	Computer and Technology
ON Onsemi	$0	$12,917,831 ▼	-100.0%	0	0.0%	Computer and Technology
FTV Fortive	$0	$12,104,478 ▼	-100.0%	0	0.0%	Computer and Technology
MRVL Marvell Technology	$0	$12,000,786 ▼	-100.0%	0	0.0%	Business Services
IBND SPDR Bloomberg International Corporate Bond ETF	$0	$9,984,619 ▼	-100.0%	0	0.0%	ETF
EG Everest Group	$0	$9,913,677 ▼	-100.0%	0	0.0%	Finance
PFFA Virtus InfraCap U.S. Preferred Stock ETF	$0	$9,730,884 ▼	-100.0%	0	0.0%	ETF
PCY Invesco Emerging Markets Sovereign Debt ETF	$0	$9,625,808 ▼	-100.0%	0	0.0%	ETF
EOG EOG Resources	$0	$4,292,274 ▼	-100.0%	0	0.0%	Oils/Energy
SVAL iShares US Small Cap Value Factor ETF	$0	$4,259,009 ▼	-100.0%	0	0.0%	ETF
RFV Invesco S&P MidCap 400 Pure Value ETF	$0	$4,164,236 ▼	-100.0%	0	0.0%	ETF
IPO Renaissance IPO ETF	$0	$4,151,268 ▼	-100.0%	0	0.0%	ETF
OKE ONEOK	$0	$3,643,137 ▼	-100.0%	0	0.0%	Oils/Energy
ENB Enbridge	$0	$3,487,781 ▼	-100.0%	0	0.0%	Oils/Energy
MDT Medtronic	$0	$3,285,974 ▼	-100.0%	0	0.0%	Medical
QTEC First Trust NASDAQ 100 Technology Index Fund	$0	$3,267,076 ▼	-100.0%	0	0.0%	Manufacturing
AVUV Avantis U.S. Small Cap Value ETF	$0	$3,168,414 ▼	-100.0%	0	0.0%	ETF
SPHB Invesco S&P 500 High Beta ETF	$0	$3,152,212 ▼	-100.0%	0	0.0%	ETF
FDN First Trust Dow Jones Internet Index Fund	$0	$3,151,390 ▼	-100.0%	0	0.0%	ETF
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF	$0	$3,131,165 ▼	-100.0%	0	0.0%	Manufacturing
FTXL First Trust Nasdaq Semiconductor ETF	$0	$3,105,152 ▼	-100.0%	0	0.0%	Manufacturing
ES Eversource Energy	$0	$3,093,037 ▼	-100.0%	0	0.0%	Utilities
KBWR Invesco KBW Regional Banking ETF	$0	$3,047,689 ▼	-100.0%	0	0.0%	ETF
JNPR Juniper Networks	$0	$2,848,240 ▼	-100.0%	0	0.0%	Computer and Technology
XBIL US Treasury 6 Month Bill ETF	$0	$2,105,986 ▼	-100.0%	0	0.0%	ETF
GEHC GE HealthCare Technologies	$0	$1,206,893 ▼	-100.0%	0	0.0%	Medical
SWAV Shockwave Medical	$0	$1,157,843 ▼	-100.0%	0	0.0%	Medical
LYV Live Nation Entertainment	$0	$1,151,093 ▼	-100.0%	0	0.0%	Consumer Discretionary
WYNN Wynn Resorts	$0	$1,150,264 ▼	-100.0%	0	0.0%	Consumer Discretionary
APD Air Products and Chemicals	$0	$1,054,404 ▼	-100.0%	0	0.0%	Basic Materials
BIV Vanguard Intermediate-Term Bond ETF	$0	$578,655 ▼	-100.0%	0	0.0%	ETF
TECK Teck Resources	$0	$321,083 ▼	-100.0%	0	0.0%	Basic Materials
SIHY Harbor Scientific Alpha High-Yield ETF	$0	$315,924 ▼	-100.0%	0	0.0%	ETF
DUHP Dimensional US High Profitability ETF	$0	$302,380 ▼	-100.0%	0	0.0%	ETF
GLD SPDR Gold Shares	$0	$284,270 ▼	-100.0%	0	0.0%	Finance
DYNF BlackRock U.S. Equity Factor Rotation ETF	$0	$271,015 ▼	-100.0%	0	0.0%	ETF
SPYV SPDR Portfolio S&P 500 Value ETF	$0	$270,268 ▼	-100.0%	0	0.0%	ETF
INTC Intel	$0	$253,763 ▼	-100.0%	0	0.0%	Computer and Technology
VNQ Vanguard Real Estate ETF	$0	$250,967 ▼	-100.0%	0	0.0%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$0	$238,073 ▼	-100.0%	0	0.0%	ETF
IVE iShares S&P 500 Value ETF	$0	$211,324 ▼	-100.0%	0	0.0%	ETF
ESG FlexShares STOXX US ESG Select Index Fund	$0	$209,545 ▼	-100.0%	0	0.0%	ETF
ESGD iShares ESG Aware MSCI EAFE ETF	$0	$207,811 ▼	-100.0%	0	0.0%	Manufacturing
ESGG FlexShares STOXX Global ESG Select Index Fund	$0	$207,549 ▼	-100.0%	0	0.0%	ETF
VSGX Vanguard ESG International Stock ETF	$0	$207,356 ▼	-100.0%	0	0.0%	ETF
FCX Freeport-McMoRan	$0	$205,997 ▼	-100.0%	0	0.0%	Basic Materials
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund	$0	$203,976 ▼	-100.0%	0	0.0%	ETF
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF	$0	$133,067 ▼	-100.0%	0	0.0%	Manufacturing

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Synergy Asset Management, LLC Top Holdings and 13F Report (2024)

About Synergy Asset Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Synergy Asset Management, LLC Top Holdings and 13F Report (2024)

About Synergy Asset Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofSynergy Asset Management, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information