account_balance
Investment manager · 13F filer · SEC CIK 1699080
Synergy Asset Management, LLC
Reported value$1.09Bas of Sep 30, 2026
Positions282 76 new, 68 sold out
Top 10 weight43.8%MSFT alone is 8%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MSFTMicrosoft Corp
8.0%Trimmed −8%
NVDANVIDIA Corp
6.3%Trimmed −8%
AAPLApple Inc.
5.4%Added +30%
GOOGLAlphabet Inc.
4.7%Added +23%
AMZNAmazon.com Inc
3.9%Trimmed −3%
SGOViShares Tr
3.6%Added +3%
METAMeta Platforms, Inc.
3.1%Trimmed −9%
BILSPDR Series Trust
3.1%Added +99%
VVisa Inc.
3.1%
ABBVAbbVie Inc.
2.7%Trimmed −37%
MUMicron Technology Inc
2.5%Added +17%
BACBank of America Corp
2.0%−22%
MSFTMicrosoft Corp
8.0%Trimmed −8%
NVDANVIDIA Corp
6.3%Trimmed −8%
AAPLApple Inc.
5.4%Added +30%
GOOGLAlphabet Inc.
4.7%Added +23%
AMZNAmazon.com Inc
3.9%−3%
SGOViShares Tr
3.6%
METAMeta Platforms, Inc.
3.1%
BILSPDR Series Trust
3.1%
VVisa Inc.
3.1%
ABBV2.7%MU2.5%BACBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MSFT Microsoft Corp 8.0% Trimmed −8%NVDA NVIDIA Corp 6.3% Trimmed −8%AAPL Apple Inc. 5.4% Added +30%GOOGL Alphabet Inc. 4.7% Added +23%AMZN Amazon.com Inc 3.9% Trimmed −3%
SGOV iShares Tr 3.6% Added +3%
META Meta Platforms, Inc. 3.1% Trimmed −9%BIL SPDR Series Trust 3.1% Added +99%
V Visa Inc. 3.1% HeldABBV AbbVie Inc. 2.7% Trimmed −37%MU Micron Technology Inc 2.5% Added +17%BAC Bank of America Corp 2.0% Trimmed −22%What changed
Biggest moves since Jun 30, 2026
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