Syon Capital LLC Top Holdings and 13F Report (2025) About Syon Capital LLCInvestment ActivitySyon Capital LLC has $1.23 billion in total holdings as of March 31, 2025.Syon Capital LLC owns shares of 582 different stocks, but just 122 companies or ETFs make up 80% of its holdings.Approximately 21.75% of the portfolio was purchased this quarter.About 12.29% of the portfolio was sold this quarter.This quarter, Syon Capital LLC has purchased 561 new stocks and bought additional shares in 351 stocks.Syon Capital LLC sold shares of 117 stocks and completely divested from 89 stocks this quarter.Largest Holdings iShares California Muni Bond ETF $75,768,244VanEck CLO ETF $45,014,977Apple $38,816,184Invesco Emerging Markets Sovereign Debt ETF $36,931,967SPDR Portfolio Aggregate Bond ETF $33,830,084 Largest New Holdings this Quarter 464288356 - iShares California Muni Bond ETF $75,768,244 Holding464286756 - iShares MSCI Sweden ETF $4,428,878 HoldingL8681T102 - Spotify Technology $2,598,892 Holding67059N108 - Nutanix $1,569,538 Holding46090E103 - Invesco QQQ $1,301,253 Holding Largest Purchases this Quarter iShares California Muni Bond ETF 1,346,273 shares (about $75.77M)iShares 10-20 Year Treasury Bond ETF 133,447 shares (about $13.85M)BLOCK INC CL A 221,628 shares (about $12.04M)VANECK BITCOIN ETF 516,444 shares (about $12.04M)Apple 40,812 shares (about $9.07M) Largest Sales this Quarter SPDR Portfolio Aggregate Bond ETF 2,280,862 shares (about $58.25M)iShares Core International Aggregate Bond ETF 364,322 shares (about $18.21M)iShares Core U.S. Aggregate Bond ETF 104,585 shares (about $10.35M)iShares MSCI China ETF 60,495 shares (about $3.29M)iShares 7-10 Year Treasury Bond ETF 28,804 shares (about $2.75M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSyon Capital LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCMFiShares California Muni Bond ETF$75,768,244$75,768,244 ▲New Holding1,346,2736.2%ETFCLOIVanEck CLO ETF$45,014,977$3,159,885 ▲7.5%851,9113.7%ETFAAPLApple$38,816,184$9,065,588 ▲30.5%174,7453.2%Computer and TechnologyPCYInvesco Emerging Markets Sovereign Debt ETF$36,931,967$1,804,025 ▲5.1%1,831,0353.0%ETFSPABSPDR Portfolio Aggregate Bond ETF$33,830,084$58,253,223 ▼-63.3%1,324,5922.8%ETFIVViShares Core S&P 500 ETF$32,236,710$5,748,789 ▲21.7%57,3712.6%ETFMSFTMicrosoft$31,639,691$5,453,656 ▲20.8%84,2852.6%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$26,026,981$1,011,020 ▼-3.7%482,2492.1%ETFNVDANVIDIA$25,731,224$4,364,024 ▲20.4%237,4172.1%Computer and TechnologyPWZInvesco California AMT-Free Municipal Bond ETF$24,998,139$1,015,342 ▼-3.9%1,048,1402.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$22,349,563$10,345,536 ▼-31.6%225,9361.8%FinanceIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$20,662,734$6,935,686 ▲50.5%393,4261.7%ManufacturingIAUiShares Gold Trust$20,644,490$2,028,460 ▼-8.9%350,1441.7%FinanceMETAMeta Platforms$19,339,018$7,066,113 ▲57.6%33,5541.6%Computer and TechnologyGDXVanEck Gold Miners ETF$18,528,118$2,294,455 ▼-11.0%403,0481.5%ETFIAGGiShares Core International Aggregate Bond ETF$16,879,036$18,212,470 ▼-51.9%337,6481.4%ETFTLHiShares 10-20 Year Treasury Bond ETF$15,590,975$13,845,168 ▲793.1%150,2741.3%ETFMCHIiShares MSCI China ETF$15,040,459$3,290,928 ▼-18.0%276,4791.2%ETFVIGVanguard Dividend Appreciation ETF$14,807,407$1,000,791 ▲7.2%76,3311.2%ETFAMZNAmazon.com$14,519,882$3,614,940 ▲33.1%76,3161.2%Retail/WholesaleVANECK BITCOIN ETF$13,742,084$12,038,309 ▲706.6%589,5361.1%ETFGOOGLAlphabet$12,864,338$6,724,825 ▲109.5%83,1891.0%Computer and TechnologyXCEMColumbia EM Core ex-China ETF$12,245,329$175,202 ▲1.5%414,6041.0%ETFBLOCK INC CL A$12,242,722$12,041,049 ▲5,970.6%225,3401.0%StockEZUiShares MSCI Eurozone ETF$11,023,896$1,553,991 ▼-12.4%207,0220.9%ETFAVGOBroadcom$10,153,719$1,366,386 ▲15.5%60,6450.8%Computer and TechnologyIEFiShares 7-10 Year Treasury Bond ETF$9,876,183$2,747,051 ▼-21.8%103,5560.8%ETFGLDSPDR Gold Shares$9,728,183$835,606 ▼-7.9%33,7620.8%FinanceBRK.BBerkshire Hathaway$9,678,044$1,169,013 ▲13.7%18,1720.8%FinanceLLYEli Lilly and Company$9,638,601$967,164 ▲11.2%11,6700.8%MedicalEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$9,619,859$111,335 ▲1.2%106,1910.8%ETFXOMExxon Mobil$9,077,777$541,724 ▼-5.6%76,3290.7%EnergyRINGiShares MSCI Global Gold Miners ETF$8,711,211$465,038 ▲5.6%227,0910.7%ETFJPMJPMorgan Chase & Co.$8,560,534$1,218,168 ▲16.6%34,8980.7%FinanceGOOGAlphabet$8,483,289$3,727,648 ▲78.4%54,3000.7%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$8,474,880$452,340 ▼-5.1%58,0430.7%ETFIJRiShares Core S&P Small-Cap ETF$8,326,050$1,644,254 ▲24.6%79,6220.7%ETFVVisa$7,617,113$1,260,933 ▲19.8%21,7350.6%Business ServicesEMXCiShares MSCI Emerging Markets ex China ETF$7,515,874$448,212 ▼-5.6%136,4290.6%ManufacturingUNHUnitedHealth Group$7,511,634$726,966 ▲10.7%14,3420.6%MedicalDOCUDocuSign$7,330,884$800,976 ▼-9.8%90,0600.6%Computer and TechnologyCOSTCostco Wholesale$6,541,221$854,066 ▲15.0%6,9160.5%Retail/WholesaleWMTWalmart$6,304,308$495,313 ▲8.5%71,8110.5%Retail/WholesaleMAMastercard$5,713,353$886,271 ▲18.4%10,4240.5%Business ServicesEWUiShares MSCI United Kingdom ETF$5,692,415$474,558 ▼-7.7%151,9190.5%ETFVGTVanguard Information Technology ETF$5,622,412$877,044 ▲18.5%10,3660.5%ETFNFLXNetflix$5,221,235$1,033,243 ▲24.7%5,5990.4%Consumer DiscretionaryPGProcter & Gamble$5,185,086$570,402 ▲12.4%30,4250.4%Consumer StaplesVISVanguard Industrials ETF$5,105,376$65,352 ▼-1.3%20,6240.4%ETFVTVVanguard Value ETF$5,029,141$365,517 ▲7.8%29,1140.4%ETFJNJJohnson & Johnson$4,882,450$571,148 ▲13.2%29,4410.4%MedicalVWOVanguard FTSE Emerging Markets ETF$4,806,729$43,223 ▼-0.9%106,2030.4%ETFABBVAbbVie$4,761,270$351,988 ▲8.0%22,7250.4%MedicalVDEVanguard Energy ETF$4,581,613$1,896,878 ▼-29.3%35,3220.4%ETFEWDiShares MSCI Sweden ETF$4,428,878$4,428,878 ▲New Holding105,2490.4%FinanceEPPiShares MSCI Pacific ex Japan ETF$4,386,744$56,624 ▲1.3%99,4730.4%FinanceEEMiShares MSCI Emerging Markets ETF$4,386,635$494,202 ▼-10.1%100,3810.4%FinanceVOOVanguard S&P 500 ETF$3,875,044$290,885 ▼-7.0%7,5400.3%ETFGBILGoldman Sachs Access Treasury 0-1 Year ETF$3,692,234$26,347 ▲0.7%36,8560.3%ETFCOPConocoPhillips$3,564,944$56,921 ▲1.6%33,9450.3%EnergyORCLOracle$3,517,845$2,097 ▼-0.1%25,1620.3%Computer and TechnologySGOLabrdn Physical Gold Shares ETF$3,433,3560.0%115,1360.3%ETFCVXChevron$3,312,194$155,581 ▼-4.5%19,7990.3%EnergyHDHome Depot$3,202,701$592,971 ▲22.7%8,7390.3%Retail/WholesaleEWJiShares MSCI Japan ETF$3,162,124$296,042 ▼-8.6%46,1220.3%ETFPULSPGIM Ultra Short Bond ETF$3,080,127$636,942 ▲26.1%61,9370.3%ETFVDCVanguard Consumer Staples ETF$3,057,664$95,846 ▲3.2%13,9730.2%ETFGSThe Goldman Sachs Group$3,021,716$196,677 ▲7.0%5,5310.2%FinanceABTAbbott Laboratories$2,984,305$380,301 ▲14.6%22,4980.2%MedicalIYFiShares U.S. Financials ETF$2,951,140$415,852 ▲16.4%26,1510.2%ETFTSLATesla$2,947,168$248,534 ▼-7.8%11,3720.2%Auto/Tires/TrucksPGRProgressive$2,928,685$83,208 ▲2.9%10,3480.2%FinanceXLCCommunication Services Select Sector SPDR Fund$2,899,189$566,547 ▲24.3%30,0590.2%ETFLINDE PLC SHS$2,835,282$222,576 ▲8.5%6,0890.2%StockKOCoca-Cola$2,825,968$288,054 ▲11.4%39,4580.2%Consumer StaplesAMGNAmgen$2,772,262$658,950 ▲31.2%8,8980.2%MedicalMRKMerck & Co., Inc.$2,682,748$61,127 ▲2.3%29,8880.2%MedicalBACBank of America$2,661,315$170,800 ▲6.9%63,7750.2%FinanceEWCiShares MSCI Canada ETF$2,627,906$147,475 ▲5.9%64,4880.2%ETFSPOTSpotify Technology$2,598,892$2,598,892 ▲New Holding4,7250.2%Business ServicesVCRVanguard Consumer Discretionary ETF$2,592,036$343,739 ▲15.3%7,9630.2%ETFMPCMarathon Petroleum$2,416,255$35,257 ▲1.5%16,5850.2%EnergyMCDMcDonald's$2,315,773$208,963 ▲9.9%7,4140.2%Retail/WholesaleSYKStryker$2,261,336$162,295 ▲7.7%6,0750.2%MedicalTMOThermo Fisher Scientific$2,241,221$306,028 ▲15.8%4,5040.2%MedicalPEPPepsiCo$2,169,175$671,129 ▲44.8%14,4670.2%Consumer StaplesCATCaterpillar$2,165,389$169,181 ▲8.5%6,5660.2%IndustrialsBSXBoston Scientific$2,137,445$225,870 ▲11.8%21,1880.2%MedicalPMPhilip Morris International$2,131,150$341,911 ▲19.1%13,4260.2%Consumer StaplesSPSMSPDR Portfolio S&P 600 Small Cap ETF$2,088,936$21,277 ▲1.0%51,2500.2%ETFGILDGilead Sciences$2,088,272$62,524 ▲3.1%18,6370.2%MedicalBBAXJPMorgan BetaBuilders Developed Asia Pacific ex-Japan ETF$2,005,656$109,706 ▲5.8%41,2260.2%ETFISRGIntuitive Surgical$1,994,948$154,029 ▲8.4%4,0280.2%MedicalMMCMarsh & McLennan Companies$1,969,861$108,596 ▲5.8%8,0720.2%FinanceMSMorgan Stanley$1,967,125$881,420 ▲81.2%16,8610.2%FinanceLOWLowe's Companies$1,936,237$341,209 ▲21.4%8,3020.2%Retail/WholesaleADBEAdobe$1,863,956$659,672 ▲54.8%4,8600.2%Computer and TechnologyGEGE Aerospace$1,824,241$350,277 ▲23.8%9,1140.1%IndustrialsRTXRTX$1,818,329$302,547 ▲20.0%13,7270.1%AerospaceELVElevance Health$1,817,384$208,795 ▲13.0%4,1780.1%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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