Synergy Financial Group, LTD

13F Filings History

Latest 13F report
Q3 2024 - Nov 18, 2024
Value $
$105M
Signature - Title
Palash Islam - CEO/CCO
Location
San Ramon, CA
Summary
This page shows a list of all the recent 13F filings made by Synergy Financial Group, LTD. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Synergy Financial Group, LTD reported 94 stock holdings with total value $105M as of Q3 2024. Top holdings included MSFT, NVDA, AMZN, TTD, and SHOP.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 94 $105M +$7.92M -$754K +$7.16M MSFT, NVDA, AMZN, TTD, SHOP 13F-HR 11/15/2024, 06:51 PM
Q2 2024 82 $95.4M +$15.2M -$4.02M +$11.2M NVDA, AMZN, MSFT, AAPL, TTD 13F-HR 8/13/2024, 02:33 PM
Q1 2024 82 $88.8M +$3.74M -$6.81M -$3.07M MSFT, AMZN, NVDA, SHOP, TTD 13F-HR 5/15/2024, 01:04 PM
Q4 2023 87 $81.6M +$3.52M -$5.33M -$1.81M MSFT, AMZN, SHOP, AAPL, NVDA 13F-HR 2/14/2024, 08:52 PM
Q3 2023 77 $71.6M +$2.94M -$2.72M +$215K MSFT, AMZN, TTD, AAPL, NVDA 13F-HR 11/1/2023, 07:15 PM
Q2 2023 81 $74.1M +$6.47M -$3.27M +$3.2M MSFT, AMZN, AAPL, SHOP, TTD 13F-HR 8/16/2023, 11:24 AM
Q1 2023 80 $61.5M +$3.61M -$4.31M -$693K MSFT, AMZN, NVDA, AAPL, TTD 13F-HR 5/3/2023, 02:28 PM
Q4 2022 71 $50.6M +$703K -$13.4M -$12.7M MSFT, AMZN, AAPL, TTD, NVDA 13F-HR 2/3/2023, 04:03 PM
Q3 2022 88 $66.7M +$7.84M -$1.14M +$6.69M AMZN, MSFT, TTD, AAPL, NVDA 13F-HR 11/1/2022, 10:55 AM
Q2 2022 83 $63.8M +$8.48M -$5.05M +$3.43M AMZN, MSFT, AAPL, TTD, NVDA 13F-HR 8/3/2022, 05:43 PM
Q1 2022 97 $95.2M +$8.13M -$4.47M +$3.66M AMZN, MSFT, NVDA, TTD, AAPL 13F-HR 8/3/2022, 05:29 PM
Q4 2021 105 $111M $0 $0 MSFT, AMZN, SHOP, TTD, NVDA 13F-HR 2/11/2022, 01:43 PM