Synergy Financial Group, Ltd Top Holdings and 13F Report (2025) About Synergy Financial Group, LtdInvestment ActivitySynergy Financial Group, Ltd has $111.39 million in total holdings as of March 31, 2025.Synergy Financial Group, Ltd owns shares of 108 different stocks, but just 42 companies or ETFs make up 80% of its holdings.Approximately 8.72% of the portfolio was purchased this quarter.About 4.27% of the portfolio was sold this quarter.This quarter, Synergy Financial Group, Ltd has purchased 101 new stocks and bought additional shares in 43 stocks.Synergy Financial Group, Ltd sold shares of 34 stocks and completely divested from 5 stocks this quarter.Largest Holdings Amazon.com $7,572,158NVIDIA $7,162,271Microsoft $7,019,073Shopify $5,893,121Apple $4,710,928 Largest New Holdings this Quarter 922475108 - Veeva Systems $340,496 Holding26884U109 - EPR Properties $331,338 Holding74340W103 - Prologis $329,557 Holding26875P101 - EOG Resources $295,978 Holding78462F103 - SPDR S&P 500 ETF Trust $293,120 Holding Largest Purchases this Quarter Tesla 3,568 shares (about $924.68K)Vanguard S&P 500 ETF 1,495 shares (about $768.35K)Motley Fool 100 Index ETF 10,773 shares (about $599.19K)GOLDMAN SACHS ETF TR 10,679 shares (about $476.28K)GOLDMAN SACHS ETF TR 10,086 shares (about $470.11K) Largest Sales this Quarter Goldman Sachs Ultra Short Bond ETF 41,144 shares (about $2.08M)Goldman Sachs Access Treasury 0-1 Year ETF 7,081 shares (about $709.37K)Amazon.com 1,422 shares (about $270.55K)MercadoLibre 63 shares (about $122.90K)Netflix 94 shares (about $87.66K) 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 PortfolioSectorAMZNAmazon.com$7,572,158$270,550 ▼-3.4%39,7996.8%Retail/WholesaleNVDANVIDIA$7,162,271$214,809 ▲3.1%66,0856.4%Computer and TechnologyMSFTMicrosoft$7,019,073$2,628 ▼0.0%18,6986.3%Computer and TechnologySHOPShopify$5,893,121$40,961 ▲0.7%61,7215.3%Computer and TechnologyAAPLApple$4,710,928$75,968 ▼-1.6%21,2084.2%Computer and TechnologyNFLXNetflix$3,978,173$87,658 ▼-2.2%4,2663.6%Consumer DiscretionaryMETAMeta Platforms$3,848,932$161,381 ▲4.4%6,6783.5%Computer and TechnologyVOOVanguard S&P 500 ETF$3,142,259$768,348 ▲32.4%6,1142.8%ETFTSLATesla$3,094,889$924,683 ▲42.6%11,9422.8%Auto/Tires/TrucksMELIMercadoLibre$3,035,554$122,905 ▼-3.9%1,5562.7%Retail/WholesaleGOOGAlphabet$2,970,714$3,906 ▲0.1%19,0152.7%Computer and TechnologyARISTA NETWORKS INC$2,884,038$63,689 ▼-2.2%37,2232.6%COM SHSTTDTrade Desk$2,576,710$27,196 ▲1.1%47,0892.3%Computer and TechnologyTMFCMotley Fool 100 Index ETF$2,309,787$599,194 ▲35.0%41,5282.1%ETFMAMastercard$1,918,512$14,800 ▲0.8%3,5001.7%Business ServicesCMGChipotle Mexican Grill$1,779,442$45,239 ▼-2.5%35,4401.6%Retail/WholesaleVGTVanguard Information Technology ETF$1,712,8360.0%3,1581.5%ETFCRWDCrowdStrike$1,507,985$58,528 ▲4.0%4,2771.4%Computer and TechnologyVOVanguard Mid-Cap ETF$1,404,596$298,713 ▲27.0%5,4311.3%ETFKNSLKinsale Capital Group$1,332,196$115,843 ▲9.5%2,7371.2%FinanceVWOVanguard FTSE Emerging Markets ETF$1,331,783$215,575 ▲19.3%29,4251.2%ETFZSZscaler$1,317,310$28,176 ▲2.2%6,6391.2%Computer and TechnologyVVVanguard Large-Cap ETF$1,217,062$346,484 ▲39.8%4,7351.1%ETFNOWServiceNow$1,130,519$55,730 ▼-4.7%1,4201.0%Computer and TechnologyCOSTCostco Wholesale$1,055,018$3,781 ▼-0.4%1,1160.9%Retail/WholesaleDISWalt Disney$1,018,426$3,553 ▼-0.3%10,3180.9%Consumer DiscretionaryABNBAirbnb$912,555$186,955 ▲25.8%7,6390.8%Consumer DiscretionaryBUFRFT Vest Laddered Buffer ETF$910,503$191,886 ▲26.7%30,6670.8%ETFAVGOBroadcom$900,021$1,507 ▲0.2%5,3760.8%Computer and TechnologyFIDELITY WISE ORIGIN BITCOIN$892,716$80,894 ▼-8.3%12,4040.8%SHSSBUXStarbucks$885,055$3,433 ▲0.4%9,0230.8%Retail/WholesaleGOOGLAlphabet$822,268$15,774 ▲2.0%5,3170.7%Computer and TechnologyQQQInvesco QQQ$791,7640.0%1,6880.7%FinanceGOLDMAN SACHS ETF TR$775,594$476,283 ▲159.1%17,3900.7%NASDAQ 100 COREOKTAOkta$768,527$32,092 ▲4.4%7,3040.7%Computer and TechnologyPAYCPaycom Software$764,009$191,822 ▲33.5%3,4970.7%Computer and TechnologyGOLDMAN SACHS ETF TR$746,549$470,106 ▲170.1%16,0170.7%S&P 500 CORE PREWDWalker & Dunlop$703,241$2,475 ▲0.4%8,2390.6%FinanceAXONAxon Enterprise$688,995$166,726 ▲31.9%1,3100.6%AerospaceDDOGDatadog$688,815$38,593 ▲5.9%6,9430.6%Computer and TechnologySNOWSnowflake$686,221$170,569 ▲33.1%4,6950.6%Computer and TechnologyBRK.BBerkshire Hathaway$612,467$22,368 ▲3.8%1,1500.5%FinancePYPLPayPal$599,713$148,444 ▲32.9%9,1910.5%Computer and TechnologyCRMSalesforce$570,140$15,293 ▲2.8%2,1250.5%Computer and TechnologyUBERUber Technologies$553,590$1,821 ▲0.3%7,5980.5%Computer and TechnologyZMZoom Video Communications$553,127$152,040 ▲37.9%7,4980.5%Computer and TechnologyGSSTGoldman Sachs Ultra Short Bond ETF$551,947$2,079,416 ▼-79.0%10,9210.5%ETFSCHGSchwab U.S. Large-Cap Growth ETF$536,607$1,753 ▼-0.3%21,4300.5%ETFHUBSHubSpot$482,740$1,143 ▼-0.2%8450.4%Computer and TechnologyVBVanguard Small-Cap ETF$478,341$46,348 ▲10.7%2,1570.4%ETFCVXChevron$463,728$178,666 ▲62.7%2,7720.4%EnergyWMWaste Management$457,423$2,083 ▼-0.5%1,9760.4%Business ServicesTEAMAtlassian$446,7020.0%2,1050.4%Computer and TechnologyUPWKUpwork$441,2860.0%33,8150.4%Computer and TechnologyGBILGoldman Sachs Access Treasury 0-1 Year ETF$418,151$709,374 ▼-62.9%4,1740.4%ETFIBKRInteractive Brokers Group$415,631$29,475 ▼-6.6%2,5100.4%FinanceNETCloudflare$399,4860.0%3,5450.4%Computer and TechnologyVTVVanguard Value ETF$398,166$173 ▼0.0%2,3050.4%ETFACNAccenture$396,915$25,275 ▲6.8%1,2720.4%Computer and TechnologyDOCUDocuSign$393,650$48,433 ▲14.0%4,8360.4%Computer and TechnologyKMIKinder Morgan$384,531$1,056 ▼-0.3%13,4780.3%EnergyASMLASML$370,4100.0%5590.3%Computer and TechnologyEAElectronic Arts$369,393$578 ▼-0.2%2,5560.3%Consumer DiscretionaryIVViShares Core S&P 500 ETF$362,426$22,476 ▼-5.8%6450.3%ETFLMNDLemonade$350,224$2,326 ▼-0.7%11,1430.3%FinanceVEEVVeeva Systems$340,496$340,496 ▲New Holding1,4700.3%MedicalCOFCapital One Financial$334,7530.0%1,8670.3%FinanceAMDAdvanced Micro Devices$333,391$18,185 ▲5.8%3,2450.3%Computer and TechnologyEPREPR Properties$331,338$331,338 ▲New Holding6,2980.3%FinanceNEENextEra Energy$330,776$4,750 ▼-1.4%4,6660.3%UtilitiesPLDPrologis$329,557$329,557 ▲New Holding2,9480.3%FinanceISCGiShares Morningstar Small-Cap Growth ETF$324,0000.0%7,1920.3%ETFWDAYWorkday$308,260$2,335 ▲0.8%1,3200.3%Computer and TechnologyJDJD.com$307,2080.0%7,4710.3%Retail/WholesaleVNQVanguard Real Estate ETF$302,8560.0%3,3450.3%ETFSESEA$300,9100.0%2,3060.3%Computer and TechnologyTSCOTractor Supply$300,295$276 ▼-0.1%5,4500.3%Retail/WholesaleEOGEOG Resources$295,978$295,978 ▲New Holding2,3080.3%EnergyBKNGBooking$294,842$4,607 ▼-1.5%640.3%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$293,120$293,120 ▲New Holding5240.3%FinanceZGZillow Group$292,3790.0%4,3730.3%FinanceVTVanguard Total World Stock ETF$291,4980.0%2,5140.3%ETFINTUIntuit$288,575$2,456 ▼-0.8%4700.3%Computer and TechnologyVVisa$272,782$14,025 ▲5.4%7780.2%Business ServicesVXUSVanguard Total International Stock ETF$271,263$25,710 ▲10.5%4,3680.2%ETFUPSTUpstart$266,6520.0%5,7930.2%FinanceUPSUnited Parcel Service$265,626$265,626 ▲New Holding2,4150.2%TransportationWMTWalmart$265,126$22,825 ▼-7.9%3,0200.2%Retail/WholesaleAPPNAppian$261,1050.0%9,0630.2%Computer and TechnologyPINSPinterest$259,780$5,115 ▼-1.9%8,3800.2%Computer and TechnologyADSKAutodesk$257,873$24,609 ▲10.5%9850.2%Computer and TechnologyPLNTPlanet Fitness$255,1470.0%2,6410.2%Consumer DiscretionaryEBAYeBay$250,804$250,804 ▲New Holding3,7030.2%Retail/WholesaleEFGiShares MSCI EAFE Growth ETF$247,3000.0%2,4730.2%ETFPALANTIR TECHNOLOGIES INC$242,228$242,228 ▲New Holding2,8700.2%CL AXLIIndustrial Select Sector SPDR Fund$239,334$1,835 ▼-0.8%1,8260.2%ETFMSTRStrategy$236,3810.0%8200.2%Computer and TechnologySNPSSynopsys$235,439$1,715 ▼-0.7%5490.2%Computer and TechnologyROKURoku$232,029$23,668 ▲11.4%3,2940.2%Consumer DiscretionaryJPMJPMorgan Chase & Co.$228,374$3,189 ▼-1.4%9310.2%FinanceShowing largest 100 holdings. 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