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Portfolio (Quarterly) Guide ↗

Synergy Asset Management, LLC

· CIK 0001699080
13F Portfolio $962M AUM 227 positions Filed Jan 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 227 New
Page 4 of 12  ·  227 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 XME SPDR SERIES TRUST 26,507.0 $2.7M 0.29% NEW $103.61 +11.4%
62 SPHB INVESCO EXCH TRADED FD TR II 22,745.0 $2.7M 0.28% NEW $116.97 +19.7%
63 RDVY FIRST TR EXCHANGE TRADED FD 37,377.0 $2.6M 0.27% NEW $69.47 +7.7%
64 INGRAM MICRO HLDG CORP 119,994.0 $2.6M 0.27% NEW $21.34
65 IWN ISHARES TR 13,705.0 $2.5M 0.26% NEW $181.21 +15.8%
66 VLUE ISHARES TR 17,481.0 $2.4M 0.25% NEW $136.73 +35.2%
67 RPV INVESCO EXCHANGE TRADED FD T 22,863.0 $2.4M 0.25% NEW $103.36 +7.9%
68 IVLU ISHARES TR 62,082.0 $2.4M 0.25% NEW $38.05 +12.2%
69 DDIV FIRST TR EXCHANGE TRADED FD 55,678.0 $2.3M 0.24% NEW $41.54 +8.0%
70 QQQ INVESCO QQQ TR Financial Services 3,674.0 $2.3M 0.23% NEW $614.31 +16.3%
71 VUG VANGUARD INDEX FDS 4,511.0 $2.2M 0.23% NEW $487.86 -82.1%
72 VEA VANGUARD TAX-MANAGED FDS 34,924.0 $2.2M 0.23% NEW $62.47 +13.2%
73 EZA ISHARES INC 31,553.0 $2.2M 0.23% NEW $68.80 -0.8%
74 VEU VANGUARD INTL EQUITY INDEX F 28,511.0 $2.1M 0.22% NEW $73.56 +12.3%
75 KBWB INVESCO EXCH TRADED FD TR II 24,757.0 $2.1M 0.22% NEW $84.29 +2.1%
76 IAGG ISHARES TR 40,285.0 $2.0M 0.21% NEW $50.01 -0.0%
77 PG PROCTER AND GAMBLE CO Consumer Defensive 13,406.0 $1.9M 0.20% NEW $143.31 -0.6%
78 VOO VANGUARD INDEX FDS 3,022.0 $1.9M 0.20% NEW $627.13 +8.9%
79 FJUL FIRST TR EXCHNG TRADED FD VI 31,878.0 $1.8M 0.18% NEW $55.92 +5.2%
80 CAT CATERPILLAR INC Industrials 2,993.0 $1.7M 0.18% NEW $572.87 +51.2%
Page 4 of 12  ·  227 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.4%
Financial Services 15.1%
Consumer Cyclical 11.4%
Healthcare 10.8%
Communication Services 10.6%
Consumer Defensive 6.9%
Basic Materials 3.0%
Utilities 2.2%
Industrials 1.5%
Real Estate 1.3%