Syon Capital LLC Top Holdings and 13F Report (2025) About Syon Capital LLCInvestment ActivitySyon Capital LLC has $1.11 billion in total holdings as of December 31, 2024.Syon Capital LLC owns shares of 561 different stocks, but just 114 companies or ETFs make up 80% of its holdings.Approximately 17.47% of the portfolio was purchased this quarter.About 16.32% of the portfolio was sold this quarter.This quarter, Syon Capital LLC has purchased 464 new stocks and bought additional shares in 168 stocks.Syon Capital LLC sold shares of 248 stocks and completely divested from 44 stocks this quarter.Largest Holdings SPDR Portfolio Aggregate Bond ETF $90,100,286VanEck CLO ETF $41,799,645iShares Core International Aggregate Bond ETF $35,042,327Invesco Emerging Markets Sovereign Debt ETF $34,518,401Apple $33,539,385 Largest New Holdings this Quarter 46138E206 - Invesco California AMT-Free Municipal Bond ETF $26,940,586 Holding464288638 - iShares 5-10 Year Investment Grade Corporate Bond ETF $13,463,066 Holding19762B202 - Columbia EM Core ex-China ETF $12,096,691 Holding92189K105 - VANECK BITCOIN ETF $7,726,555 Holding78464A870 - SPDR S&P Biotech ETF $2,777,901 Holding Largest Purchases this Quarter Invesco California AMT-Free Municipal Bond ETF 1,090,712 shares (about $26.94M)VanEck CLO ETF 455,307 shares (about $24.03M)VanEck Gold Miners ETF 406,906 shares (about $13.80M)iShares 5-10 Year Investment Grade Corporate Bond ETF 261,368 shares (about $13.46M)Columbia EM Core ex-China ETF 408,672 shares (about $12.10M) Largest Sales this Quarter iShares Core International Aggregate Bond ETF 509,870 shares (about $25.45M)iShares 7-10 Year Treasury Bond ETF 269,266 shares (about $24.89M)iShares MSCI Emerging Markets ex China ETF 201,279 shares (about $11.16M)Vanguard Mortgage-Backed Securities ETF 244,315 shares (about $11.08M)iShares MSCI Global Gold Miners ETF 363,138 shares (about $10.21M) 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 PortfolioSectorSPABSPDR Portfolio Aggregate Bond ETF$90,100,286$2,358,631 ▲2.7%3,605,4548.1%ETFCLOIVanEck CLO ETF$41,799,645$24,026,551 ▲135.2%792,1103.8%ETFIAGGiShares Core International Aggregate Bond ETF$35,042,327$25,452,699 ▼-42.1%701,9703.2%ETFPCYInvesco Emerging Markets Sovereign Debt ETF$34,518,401$121,814 ▲0.4%1,741,5943.1%ETFAAPLApple$33,539,385$719,204 ▼-2.1%133,9333.0%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$32,027,441$7,556,445 ▲30.9%330,5212.9%FinanceMSFTMicrosoft$29,402,637$1,783,792 ▼-5.7%69,7572.6%Computer and TechnologyIVViShares Core S&P 500 ETF$27,750,544$2,096,302 ▲8.2%47,1402.5%ETFPWZInvesco California AMT-Free Municipal Bond ETF$26,940,586$26,940,586 ▲New Holding1,090,7122.4%ETFNVDANVIDIA$26,475,371$2,323,214 ▼-8.1%197,1512.4%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$26,161,284$4,335,932 ▼-14.2%500,9822.4%ETFIAUiShares Gold Trust$19,038,971$1,227,650 ▼-6.1%384,5481.7%FinanceMCHIiShares MSCI China ETF$15,790,582$2,688,870 ▼-14.6%336,9741.4%ETFGDXVanEck Gold Miners ETF$15,359,875$13,798,184 ▲883.5%452,9601.4%ETFVIGVanguard Dividend Appreciation ETF$13,937,673$1,137,973 ▼-7.5%71,1721.3%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$13,463,066$13,463,066 ▲New Holding261,3681.2%ManufacturingAMZNAmazon.com$12,574,557$2,874,228 ▲29.6%57,3161.1%Retail/WholesaleMETAMeta Platforms$12,467,993$615,378 ▼-4.7%21,2941.1%Computer and TechnologyIEFiShares 7-10 Year Treasury Bond ETF$12,236,670$24,893,617 ▼-67.0%132,3601.1%ETFAVGOBroadcom$12,167,891$468,085 ▼-3.7%52,4841.1%Computer and TechnologyXCEMColumbia EM Core ex-China ETF$12,096,691$12,096,691 ▲New Holding408,6721.1%ETFEZUiShares MSCI Eurozone ETF$11,148,878$215,090 ▼-1.9%236,2051.0%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$9,345,774$1,307,101 ▲16.3%104,9620.8%ETFDOCUDocuSign$8,985,0060.0%99,9000.8%Computer and TechnologyGLDSPDR Gold Shares$8,876,970$83,051 ▲0.9%36,6620.8%FinanceXOMExxon Mobil$8,700,664$221,916 ▲2.6%80,8840.8%EnergyXLVHealth Care Select Sector SPDR Fund$8,411,157$320,675 ▼-3.7%61,1410.8%ETFLLYEli Lilly and Company$8,105,444$589,052 ▼-6.8%10,4990.7%MedicalEMXCiShares MSCI Emerging Markets ex China ETF$8,016,129$11,160,920 ▼-58.2%144,5650.7%ManufacturingVANECK BITCOIN ETF$7,726,555$7,726,555 ▲New Holding73,0920.7%ETFGOOGLAlphabet$7,515,598$819,481 ▼-9.8%39,7020.7%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$7,362,294$3,703,269 ▲101.2%63,8980.7%ETFBRK.BBerkshire Hathaway$7,242,055$58,020 ▼-0.8%15,9770.7%FinanceJPMJPMorgan Chase & Co.$7,175,053$20,376 ▲0.3%29,9320.6%FinanceUNHUnitedHealth Group$6,552,922$470,956 ▼-6.7%12,9540.6%MedicalVDEVanguard Energy ETF$6,058,899$85,644 ▼-1.4%49,9460.5%ETFRINGiShares MSCI Global Gold Miners ETF$6,042,750$10,207,808 ▼-62.8%214,9680.5%ETFWMTWalmart$5,978,390$120,708 ▼-2.0%66,1690.5%Retail/WholesaleGOOGAlphabet$5,796,994$468,482 ▼-7.5%30,4400.5%Computer and TechnologyVVisa$5,731,895$376,080 ▲7.0%18,1370.5%Business ServicesEWUiShares MSCI United Kingdom ETF$5,579,411$151,296 ▲2.8%164,5840.5%ETFCOSTCostco Wholesale$5,509,731$217,164 ▼-3.8%6,0130.5%Retail/WholesaleVGTVanguard Information Technology ETF$5,440,128$364,997 ▼-6.3%8,7490.5%ETFVISVanguard Industrials ETF$5,313,584$994,644 ▲23.0%20,8880.5%ETFTSLATesla$4,979,751$2,754,593 ▲123.8%12,3310.4%Auto/Tires/TrucksVWOVanguard FTSE Emerging Markets ETF$4,719,258$1,726,155 ▼-26.8%107,1580.4%ETFEEMiShares MSCI Emerging Markets ETF$4,670,868$1,666,022 ▼-26.3%111,6900.4%FinanceMAMastercard$4,637,649$41,074 ▼-0.9%8,8070.4%Business ServicesVTVVanguard Value ETF$4,570,740$495,877 ▼-9.8%26,9980.4%ETFPGProcter & Gamble$4,539,683$622,995 ▼-12.1%27,0780.4%Consumer StaplesVOOVanguard S&P 500 ETF$4,367,502$27,479 ▲0.6%8,1060.4%ETFEPPiShares MSCI Pacific ex Japan ETF$4,301,645$111,496 ▼-2.5%98,1890.4%FinanceSCHZSchwab U.S. Aggregate Bond ETF$4,275,829$2,328,673 ▲119.6%188,3630.4%ETFORCLOracle$4,195,431$353,438 ▼-7.8%25,1770.4%Computer and TechnologyNFLXNetflix$4,002,918$340,484 ▼-7.8%4,4910.4%Consumer DiscretionaryJNJJohnson & Johnson$3,759,646$32,684 ▼-0.9%25,9970.3%MedicalABBVAbbVie$3,739,636$599,017 ▲19.1%21,0450.3%MedicalGBILGoldman Sachs Access Treasury 0-1 Year ETF$3,656,373$2,381,494 ▲186.8%36,5930.3%ETFEWJiShares MSCI Japan ETF$3,384,524$807,280 ▼-19.3%50,4400.3%ETFCOPConocoPhillips$3,312,613$714,726 ▲27.5%33,4030.3%EnergyVMBSVanguard Mortgage-Backed Securities ETF$3,077,177$11,077,230 ▼-78.3%67,8690.3%ETFCVXChevron$3,002,405$13,036 ▲0.4%20,7290.3%EnergyGSThe Goldman Sachs Group$2,961,213$124,839 ▼-4.0%5,1710.3%FinanceMRKMerck & Co., Inc.$2,905,513$68,641 ▲2.4%29,2070.3%MedicalSGOLabrdn Physical Gold Shares ETF$2,884,1570.0%115,1360.3%ETFVDCVanguard Consumer Staples ETF$2,861,054$634,780 ▼-18.2%13,5350.3%ETFXBISPDR S&P Biotech ETF$2,777,901$2,777,901 ▲New Holding30,8450.3%ETFHDHome Depot$2,769,940$55,624 ▲2.0%7,1210.2%Retail/WholesaleBACBank of America$2,623,008$19,382 ▲0.7%59,6820.2%FinanceVCRVanguard Consumer Discretionary ETF$2,592,750$2,592,750 ▲New Holding6,9070.2%ETFIYFiShares U.S. Financials ETF$2,484,290$2,484,290 ▲New Holding22,4660.2%ETFEWCiShares MSCI Canada ETF$2,453,002$382,283 ▼-13.5%60,8690.2%ETFPULSPGIM Ultra Short Bond ETF$2,434,342$1,585,253 ▲186.7%49,1290.2%ETFICSHiShares Ultra Short-Term Bond Active ETF$2,431,735$1,583,956 ▲186.8%48,2200.2%ETFPGRProgressive$2,409,121$100,400 ▼-4.0%10,0540.2%FinanceLINDE PLC SHS$2,349,157$543,434 ▼-18.8%5,6110.2%StockXLCCommunication Services Select Sector SPDR Fund$2,341,340$351,903 ▼-13.1%24,1850.2%ETFMPCMarathon Petroleum$2,279,835$27,481 ▼-1.2%16,3430.2%EnergySPSMSPDR Portfolio S&P 600 Small Cap ETF$2,278,697$235,740 ▲11.5%50,7280.2%ETFABTAbbott Laboratories$2,220,416$135,729 ▲6.5%19,6310.2%MedicalKOCoca-Cola$2,206,233$626,208 ▼-22.1%35,4360.2%Consumer StaplesCATCaterpillar$2,195,700$54,049 ▼-2.4%6,0530.2%IndustrialsNVONovo Nordisk A/S$2,174,500$136,772 ▼-5.9%25,2790.2%MedicalIEURiShares Core MSCI Europe ETF$2,162,119$37,624 ▼-1.7%40,0540.2%ETFSYKStryker$2,030,242$102,970 ▼-4.8%5,6390.2%MedicalXLKTechnology Select Sector SPDR Fund$2,026,676$5,116 ▼-0.3%8,7160.2%ETFTMOThermo Fisher Scientific$2,023,206$520 ▲0.0%3,8890.2%MedicalMCDMcDonald's$1,955,180$280,595 ▲16.8%6,7450.2%Retail/WholesaleISRGIntuitive Surgical$1,940,125$87,689 ▼-4.3%3,7170.2%MedicalDHRDanaher$1,902,793$130,388 ▲7.4%8,2890.2%MedicalBBAXJPMorgan BetaBuilders Developed Asia Pacific ex-Japan ETF$1,899,820$263,784 ▼-12.2%38,9710.2%ETFETNEaton$1,833,250$76,330 ▼-4.0%5,5240.2%IndustrialsFSZFirst Trust Switzerland AlphaDEX Fund$1,798,564$135,079 ▼-7.0%28,6670.2%ETFAMATApplied Materials$1,776,617$80,504 ▼-4.3%10,9240.2%Computer and TechnologyAMGNAmgen$1,767,996$47,438 ▲2.8%6,7830.2%MedicalAMDAdvanced Micro Devices$1,712,923$429,529 ▼-20.0%14,1810.2%Computer and TechnologyIUSViShares Core S&P U.S. Value ETF$1,712,873$62,589 ▼-3.5%18,5000.2%ManufacturingBSXBoston Scientific$1,692,525$90,124 ▼-5.1%18,9490.2%MedicalLOWLowe's Companies$1,687,825$132,775 ▼-7.3%6,8390.2%Retail/WholesaleTLHiShares 10-20 Year Treasury Bond ETF$1,674,967$8,550,524 ▼-83.6%16,8270.2%ETFShowing 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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