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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 7 of 12  ·  227 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 NEE NEXTERA ENERGY INC Utilities 7,723.0 $620K 0.06% NEW $80.28 +11.7%
122 SPYM SPDR SERIES TRUST 7,369.0 $591K 0.06% NEW $80.22 +9.0%
123 AMD ADVANCED MICRO DEVICES INC Technology 2,745.0 $588K 0.06% NEW $214.16 +109.9%
124 LIT GLOBAL X FDS 8,901.0 $577K 0.06% NEW $64.86 +30.1%
125 BOND PIMCO ETF TR 5,828.0 $542K 0.06% NEW $93.08 -1.9%
126 IJR ISHARES TR 4,483.0 $539K 0.06% NEW $120.18 +13.4%
127 GOOG ALPHABET INC Communication Services 1,711.0 $537K 0.06% NEW $313.80 +22.2%
128 BEAM BEAM THERAPEUTICS INC Healthcare 18,826.0 $522K 0.05% NEW $27.72 -0.2%
129 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 15,481.0 $511K 0.05% NEW $33.02 +4.1%
130 WPM WHEATON PRECIOUS METALS CORP Basic Materials 4,254.0 $500K 0.05% NEW $117.52 +8.2%
131 CVS CVS HEALTH CORP Healthcare 6,022.0 $478K 0.05% NEW $79.36 +17.6%
132 VTIP VANGUARD MALVERN FDS 9,646.0 $477K 0.05% NEW $49.46 +1.6%
133 FIRST TR EXCHNG TRADED FD VI 19,992.0 $473K 0.05% NEW $23.66
134 SPMO INVESCO EXCH TRADED FD TR II 3,903.0 $466K 0.05% NEW $119.32 +21.3%
135 FIRST TR EXCHNG TRADED FD VI 18,255.0 $457K 0.05% NEW $25.04
136 MRK MERCK & CO INC Healthcare 4,312.0 $454K 0.05% NEW $105.26 +10.1%
137 FCVT FIRST TR EXCHANGE-TRADED FD 10,518.0 $453K 0.05% NEW $43.03 +20.2%
138 BNDX VANGUARD CHARLOTTE FDS 9,239.0 $446K 0.05% NEW $48.32 -0.7%
139 FDT FIRST TR EXCH TRD ALPHDX FD 5,564.0 $442K 0.05% NEW $79.45 +22.2%
140 PGR PROGRESSIVE CORP Financial Services 1,852.0 $422K 0.04% NEW $227.72 -11.0%
Page 7 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%