Synergy Financial Group, Ltd Top Holdings and 13F Report (2025) About Synergy Financial Group, LtdInvestment ActivitySynergy Financial Group, Ltd has $135.83 million in total holdings as of June 30, 2025.Synergy Financial Group, Ltd owns shares of 112 different stocks, but just 38 companies or ETFs make up 80% of its holdings.Approximately 3.56% of the portfolio was purchased this quarter.About 1.88% of the portfolio was sold this quarter.This quarter, Synergy Financial Group, Ltd has purchased 108 new stocks and bought additional shares in 31 stocks.Synergy Financial Group, Ltd sold shares of 59 stocks and completely divested from 1 stock this quarter.Largest Holdings NVIDIA $10,578,878Microsoft $9,436,912Amazon.com $8,962,081Shopify $7,468,566Netflix $5,403,390 Largest New Holdings this Quarter 874039100 - Taiwan Semiconductor Manufacturing $232,832 Holding922908769 - Vanguard Total Stock Market ETF $215,790 Holding14020W106 - Capital Group Dividend Value ETF $208,902 Holding962879102 - Wheaton Precious Metals $205,822 Holding808524409 - Schwab U.S. Large-Cap Value ETF $205,201 Holding Largest Purchases this Quarter Trade Desk 6,707 shares (about $482.84K)Tesla 1,201 shares (about $381.51K)Alphabet 2,088 shares (about $370.39K)Adobe 929 shares (about $359.41K)Shopify 3,026 shares (about $349.05K) Largest Sales this Quarter Netflix 231 shares (about $309.34K)Goldman Sachs Ultra Short Bond ETF 3,618 shares (about $182.94K)Chipotle Mexican Grill 2,457 shares (about $137.96K)Goldman Sachs Access Treasury 0-1 Year ETF 1,054 shares (about $105.56K)ARISTA NETWORKS INC 1,001 shares (about $102.41K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSynergy Financial Group, Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$10,578,878$138,084 ▲1.3%66,9597.8%Computer and TechnologyMSFTMicrosoft$9,436,912$136,291 ▲1.5%18,9726.9%Computer and TechnologyAMZNAmazon.com$8,962,081$230,579 ▲2.6%40,8506.6%Retail/WholesaleSHOPShopify$7,468,566$349,049 ▲4.9%64,7475.5%Computer and TechnologyNFLXNetflix$5,403,390$309,339 ▼-5.4%4,0354.0%Consumer DiscretionaryMETAMeta Platforms$5,196,892$267,927 ▲5.4%7,0413.8%Computer and TechnologyAAPLApple$4,594,397$243,128 ▲5.6%22,3933.4%Computer and TechnologyMELIMercadoLibre$4,184,422$117,613 ▲2.9%1,6013.1%Retail/WholesaleTSLATesla$4,175,005$381,510 ▲10.1%13,1433.1%Auto/Tires/TrucksTTDTrade Desk$3,872,774$482,837 ▲14.2%53,7962.9%Computer and TechnologyGOOGAlphabet$3,743,462$370,390 ▲11.0%21,1032.8%Computer and TechnologyARISTA NETWORKS INC$3,705,873$102,412 ▼-2.7%36,2222.7%COM SHSVOOVanguard S&P 500 ETF$3,503,277$30,108 ▲0.9%6,1672.6%ETFTMFCMotley Fool 100 Index ETF$2,845,343$166,371 ▲6.2%44,1072.1%ETFCRWDCrowdStrike$2,097,339$80,980 ▼-3.7%4,1181.5%Computer and TechnologyVGTVanguard Information Technology ETF$2,088,669$5,970 ▼-0.3%3,1491.5%ETFZSZscaler$2,008,902$75,346 ▼-3.6%6,3991.5%Computer and TechnologyMAMastercard$1,944,627$21,913 ▼-1.1%3,4611.4%Business ServicesCMGChipotle Mexican Grill$1,851,995$137,961 ▼-6.9%32,9831.4%Retail/WholesaleVOVanguard Mid-Cap ETF$1,504,120$15,671 ▼-1.0%5,3751.1%ETFAVGOBroadcom$1,480,374$1,654 ▼-0.1%5,3701.1%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$1,444,658$10,683 ▼-0.7%29,2091.1%ETFNOWServiceNow$1,364,262$95,611 ▼-6.5%1,3271.0%Computer and TechnologyVVVanguard Large-Cap ETF$1,319,825$31,098 ▼-2.3%4,6261.0%ETFKNSLKinsale Capital Group$1,275,158$49,361 ▼-3.7%2,6350.9%FinanceDISWalt Disney$1,256,518$23,067 ▼-1.8%10,1320.9%Consumer DiscretionaryFIDELITY WISE ORIGIN BITCOIN$1,174,499$8,647 ▲0.7%12,4960.9%SHSAXONAxon Enterprise$1,133,450$48,848 ▲4.5%1,3690.8%AerospaceCOSTCostco Wholesale$1,072,600$31,663 ▼-2.9%1,0840.8%Retail/WholesaleABNBAirbnb$1,006,843$4,103 ▼-0.4%7,6080.7%Consumer DiscretionarySNOWSnowflake$979,889$70,711 ▼-6.7%4,3790.7%Computer and TechnologyBUFRFT Vest Laddered Buffer ETF$974,066$1,145 ▼-0.1%30,6310.7%ETFQQQInvesco QQQ$913,822$17,096 ▼-1.8%1,6570.7%FinanceDDOGDatadog$900,011$32,642 ▼-3.5%6,7000.7%Computer and TechnologyGOOGLAlphabet$886,731$50,222 ▼-5.4%5,0320.7%Computer and TechnologyPAYCPaycom Software$839,798$30,547 ▲3.8%3,6290.6%Computer and TechnologyGOLDMAN SACHS ETF TR$764,434$101,762 ▼-11.7%15,3470.6%NASDAQ-100 PREMISBUXStarbucks$750,285$76,513 ▼-9.3%8,1880.6%Retail/WholesaleGOLDMAN SACHS ETF TR$719,563$78,418 ▼-9.8%14,4430.5%S&P 500 PREMIUMUBERUber Technologies$696,764$12,129 ▼-1.7%7,4680.5%Computer and TechnologyOKTAOkta$683,895$46,286 ▼-6.3%6,8410.5%Computer and TechnologyPYPLPayPal$682,258$818 ▼-0.1%9,1800.5%Business ServicesNETCloudflare$674,439$19,779 ▼-2.8%3,4440.5%Computer and TechnologyZMZoom Communications$571,749$12,945 ▼-2.2%7,3320.4%Computer and TechnologyADBEAdobe$571,422$359,412 ▲169.5%1,4770.4%Computer and TechnologyBRK.BBerkshire Hathaway$550,863$7,772 ▼-1.4%1,1340.4%FinanceWDWalker & Dunlop$549,307$31,363 ▼-5.4%7,7940.4%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$546,665$79,305 ▼-12.7%18,7150.4%ETFCRMSalesforce$541,750$37,625 ▼-6.5%1,9870.4%Computer and TechnologyVBVanguard Small-Cap ETF$503,373$7,821 ▼-1.5%2,1240.4%ETFAMDAdvanced Micro Devices$469,547$9,082 ▲2.0%3,3090.3%Computer and TechnologyHUBSHubSpot$462,003$8,349 ▼-1.8%8300.3%Computer and TechnologyLMNDLemonade$460,268$27,907 ▼-5.7%10,5060.3%FinanceIBKRInteractive Brokers Group$453,032$313,953 ▲225.7%8,1760.3%FinanceWMWaste Management$440,641$11,439 ▼-2.5%1,9260.3%Business ServicesASMLASML$426,339$21,638 ▼-4.8%5320.3%Computer and TechnologyVEEVVeeva Systems$423,3310.0%1,4700.3%MedicalUPWKUpwork$417,084$37,390 ▼-8.2%31,0330.3%Computer and TechnologyIVViShares Core S&P 500 ETF$410,415$9,934 ▲2.5%6610.3%ETFEAElectronic Arts$408,1930.0%2,5560.3%Consumer DiscretionaryUPSTUpstart$406,255$31,564 ▲8.4%6,2810.3%FinanceCOFCapital One Financial$404,670$7,447 ▲1.9%1,9020.3%FinanceVTVVanguard Value ETF$401,553$5,832 ▼-1.4%2,2720.3%ETFPALANTIR TECHNOLOGIES INC$397,100$5,862 ▲1.5%2,9130.3%CL ACVXChevron$391,338$5,584 ▼-1.4%2,7330.3%EnergyTEAMAtlassian$382,012$45,492 ▼-10.6%1,8810.3%Computer and TechnologyACNAccenture$372,118$8,070 ▼-2.1%1,2450.3%Computer and TechnologyEPREPR Properties$372,048$5,127 ▲1.4%6,3860.3%FinanceBKNGBooking$370,5110.0%640.3%Retail/WholesaleKMIKinder Morgan$369,453$26,814 ▼-6.8%12,5660.3%EnergyGSSTGoldman Sachs Ultra Short Bond ETF$369,269$182,941 ▼-33.1%7,3030.3%ETFINTUIntuit$367,036$3,151 ▼-0.9%4660.3%Computer and TechnologyDOCUDocusign$362,033$14,643 ▼-3.9%4,6480.3%Computer and TechnologyISCGiShares Morningstar Small-Cap Growth ETF$357,8740.0%7,1920.3%ETFSESEA$332,355$36,466 ▼-9.9%2,0780.2%Computer and TechnologyMSTRMicroStrategy$331,4690.0%8200.2%Computer and TechnologySPYSPDR S&P 500 ETF Trust$323,7530.0%5240.2%FinanceVTVanguard Total World Stock ETF$323,0990.0%2,5140.2%ETFNEENextEra Energy$322,993$902 ▼-0.3%4,6530.2%UtilitiesWDAYWorkday$315,600$1,200 ▼-0.4%1,3150.2%Computer and TechnologyGBILGoldman Sachs Access Treasury 0-1 Year ETF$312,468$105,558 ▼-25.3%3,1200.2%ETFPLDPrologis$310,630$736 ▲0.2%2,9550.2%FinanceZGZillow Group$299,5070.0%4,3730.2%FinanceVNQVanguard Real Estate ETF$297,9060.0%3,3450.2%ETFVXUSVanguard Total International Stock ETF$292,496$9,257 ▼-3.1%4,2340.2%ETFWMTWalmart$290,211$5,085 ▼-1.7%2,9680.2%Retail/WholesalePLNTPlanet Fitness$288,0010.0%2,6410.2%Consumer DiscretionaryPINSPinterest$284,047$16,460 ▼-5.5%7,9210.2%Computer and TechnologySNPSSynopsys$282,999$1,538 ▲0.5%5520.2%Computer and TechnologyEOGEOG Resources$280,246$4,186 ▲1.5%2,3430.2%EnergyROKURoku$277,996$11,514 ▼-4.0%3,1630.2%Consumer DiscretionaryADSKAutodesk$277,375$27,552 ▼-9.0%8960.2%Computer and TechnologyEFGiShares MSCI EAFE Growth ETF$276,9760.0%2,4730.2%ETFVVisa$276,717$355 ▲0.1%7790.2%Business ServicesEBAYeBay$275,7250.0%3,7030.2%Retail/WholesaleJPMJPMorgan Chase & Co.$274,255$4,349 ▲1.6%9460.2%FinanceAPPNAppian$270,6210.0%9,0630.2%Computer and TechnologyXLIIndustrial Select Sector SPDR Fund$269,3720.0%1,8260.2%ETFTSCOTractor Supply$266,066$21,530 ▼-7.5%5,0420.2%Retail/WholesaleUPSUnited Parcel Service$252,047$8,277 ▲3.4%2,4970.2%TransportationShowing largest 100 holdings. 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