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Portfolio (Quarterly) Guide ↗

Synergy Asset Management, LLC

· CIK 0001699080
13F Portfolio $942M AUM 252 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 84 New 88 Added 64 Reduced 59 Exited
Page 6 of 13  ·  252 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 4,396.0 $1.5M 0.16% +2K +85.3% $337.95 +17.2%
102 QXO QXO INC Industrials 76,120.0 $1.5M 0.16% NEW $19.42 -14.0%
103 VOO VANGUARD INDEX FDS 2,333.0 $1.4M 0.15% -689.0 -22.8% $597.55 +12.9%
104 QMAR FIRST TR EXCHNG TRADED FD VI 41,376.0 $1.4M 0.15% -6K -12.5% $33.62 +9.4%
105 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 53,747.0 $1.3M 0.14% -8K -13.3% $24.39 -2.1%
106 BAC BANK AMERICA CORP Financial Services 26,687.0 $1.3M 0.14% +5K +23.8% $48.75 +4.0%
107 FNDE SCHWAB STRATEGIC TR 30,555.0 $1.2M 0.12% +3K +10.3% $38.26 +4.6%
108 FJAN FIRST TR EXCHNG TRADED FD VI 23,128.0 $1.2M 0.12% -5K -17.3% $50.41 +7.7%
109 JNJ JOHNSON & JOHNSON Healthcare 4,759.0 $1.2M 0.12% +817.0 +20.7% $244.44 -6.3%
110 LMBS FIRST TR EXCHANGE-TRADED FD 22,053.0 $1.1M 0.12% NEW $49.81 -0.4%
111 JPLD J P MORGAN EXCHANGE TRADED F 20,967.0 $1.1M 0.12% NEW $52.19 -0.3%
112 PEP PEPSICO INC Consumer Defensive 6,943.0 $1.1M 0.11% -58.0 -0.8% $155.29 -4.0%
113 VOE VANGUARD INDEX FDS 5,841.0 $1.1M 0.11% +1K +22.4% $184.28 +3.7%
114 GEV GE VERNOVA INC Utilities 1,192.0 $1.0M 0.11% +689.0 +137.0% $872.90 +16.0%
115 GDX VANECK ETF TRUST 11,158.0 $1.0M 0.11% +390.0 +3.6% $91.77 -8.7%
116 VWO VANGUARD INTL EQUITY INDEX F 18,641.0 $1.0M 0.11% +4K +31.7% $54.05 +7.1%
117 DFUS DIMENSIONAL ETF TRUST 13,925.0 $987K 0.10% +4K +35.5% $70.91 +12.3%
118 EMR EMERSON ELEC CO Industrials 7,372.0 $966K 0.10% NEW $131.02 +0.9%
119 VIG VANGUARD SPECIALIZED FUNDS 4,384.0 $943K 0.10% +721.0 +19.7% $215.06 +6.7%
120 QSPT FIRST TR EXCHNG TRADED FD VI 30,105.0 $922K 0.10% -7K -18.1% $30.62 +11.6%
Page 6 of 13  ·  252 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 39.3%
Healthcare 12.0%
Communication Services 11.3%
Financial Services 10.2%
Consumer Cyclical 7.4%
Consumer Defensive 6.5%
Industrials 4.5%
Utilities 3.4%
Basic Materials 3.0%
Energy 1.3%