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Disclosery

13F-HR filed by Synergy Financial Group, LTD

Synergy Financial Group, LTD filed this 13F-HR for the quarter ended 2023-09-30, filed 2023-11-02, with 77 holding rows worth $71,636,553.

Accession
0001905669-23-000004
Filer
CIK 1905669
Filed
2023-11-02
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2023

A holdings report, 77 entries on the cover page, a total value of $71,636,553 stated on the cover page (in dollars after the unit check, H1), rows summing to $71,636,553 with VALUE read as dollars as filed, 13F file number 028-21808. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Microsoft Corp594918104COM21,153$6,679,157dollars as filed
Amazon.com, Inc023135106COM42,804$5,441,244dollars as filed
THETRADEDESKINCCLASSCLASSA88339J105STOK50,896$3,977,522dollars as filed
Apple Inc037833100COM23,193$3,970,893dollars as filed
NVIDIA Corp67066G104COM8,848$3,848,808dollars as filed
SHOPIFY INC82509L107CL A SUB VTG SHS63,943$3,489,370dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM19,230$2,535,475dollars as filed
META PLATFORMS INC CL A30303M102COM7,195$2,160,011dollars as filed
ARISTA NETWORKS INC040413106COM11,239$2,067,189dollars as filed
MERCADOLIBREINC58733R102STOK1,601$2,029,876dollars as filed
Netflix, Inc64110L106COM5,079$1,917,830dollars as filed
Tesla Motors, Inc88160R101COM6,406$1,602,909dollars as filed
MasterCard, Inc57636Q104COM3,938$1,559,107dollars as filed
CHIPOTLEMEXICANGRILLI169656105STOK816$1,494,773dollars as filed
INVESCO QQQ TR46090E103COM3,027$1,084,513dollars as filed
ServiceNow,Inc.81762P102COM1,923$1,074,880dollars as filed
ZSCALERINC98980G102STOK6,591$1,025,494dollars as filed
KINSALECAPGROUPINC49714P108STOK2,420$1,002,203dollars as filed
Starbucks Corporation855244109COM10,555$963,369dollars as filed
Walt Disney Co254687106COM11,741$951,608dollars as filed
PAYCOMSOFTWAREINC70432V102STOK3,561$923,231dollars as filed
Airbnb, Inc. Class A009066101COM5,796$795,269dollars as filed
Costco Wholesale Corporation22160K105COM1,268$716,087dollars as filed
DATADOGINCCLASSA23804L103STOK7,830$713,235dollars as filed
SPY78462F103SHS1,654$707,085dollars as filed
ATLASSIANCORPCLASSA049468101STOK3,471$699,441dollars as filed
Broadcom Inc.11135F101COM837$695,092dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM5,177$677,462dollars as filed
Vanguard S&P 500 ETF922908363COM1,690$663,803dollars as filed
WALKER&DUNLOPINC93148P102STOK8,764$650,644dollars as filed
Goldman Sachs Access Treasury 0-1 Year ETF381430529SHS6,353$635,999dollars as filed
APPIAN CORP03782L101CL A13,463$614,047dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM3,638$608,928dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK924$543,922dollars as filed
MONGODB INC CL A60937P106Stock1,560$539,542dollars as filed
OKTAINCCLASSA679295105STOK5,929$483,273dollars as filed
NIKE,Inc. Class B654106103COM4,677$447,215dollars as filed
Schwab U.S. Large-Cap Growth ETF808524300SHS5,683$413,268dollars as filed
WIX COM LTD SHSM98068105Stock4,496$412,733dollars as filed
ZOOM COMMUNICATIONS INC CL A98980L101Stock5,861$409,918dollars as filed
UPWORK INC91688F104COM34,976$397,327dollars as filed
Salesforce.com, Inc79466L302COM1,916$388,526dollars as filed
SNOWFLAKE INC COM SHS833445109Stock2,535$387,272dollars as filed
Waste Management, Inc.94106L109COM2,501$381,229dollars as filed
Vanguard Mid-Cap ETF922908629SHS1,742$362,754dollars as filed
ENPHASE ENERGY INC COM29355A107Stock3,000$360,450dollars as filed
Uber Technologies90353T100COM7,691$353,709dollars as filed
Advanced Micro Devices,Inc.007903107COM3,149$323,780dollars as filed
NextEra Energy,Inc.65339F101COM5,604$321,054dollars as filed
Berkshire Hathaway Inc084670702COM894$313,168dollars as filed
VGT92204A702SHS744$308,711dollars as filed
ELECTRONIC ARTS INC COM285512109Stock2,556$307,742dollars as filed
UDEMY INC COM902685106Stock31,667$300,837dollars as filed
Intuitive Surgical,Inc.46120E602COM1,014$296,382dollars as filed
VWO922042858SHS7,411$290,585dollars as filed
ACTVISION BLIZZARD INC00507V109COM3,094$289,691dollars as filed
WORKDAY INC CL A98138H101Stock1,328$285,321dollars as filed
GOLDMAN SACHS ETF TR381430230ULTR SHOR BD ETF5,564$277,866dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS634$272,259dollars as filed
INTERACTIVE BROKERS GROUP INC COM CL A45841N107Stock3,126$270,587dollars as filed
BLOCK INC CL A852234103Stock6,007$265,870dollars as filed
CLOUDFLARE INC CL A COM18915M107Stock4,191$264,201dollars as filed
SYNOPSYS INC COM871607107Stock553$253,810dollars as filed
Intuit Inc.461202103COM495$252,915dollars as filed
Vanguard Real Estate922908553SHS3,332$252,099dollars as filed
Vanguard Total World Stock ETF922042742SHS2,694$251,027dollars as filed
PAYPALHLDGSINC70450Y103STOK4,269$249,566dollars as filed
PINTEREST INC CL A72352L106Stock8,822$238,459dollars as filed
HUBSPOTINC443573100STOK483$237,878dollars as filed
JD.COM INC SPON ADS CL A47215P106ADR7,942$231,350dollars as filed
Booking Holdings Inc.09857L108COM70$215,876dollars as filed
KINDER MORGAN INC DEL COM49456B101Stock12,953$214,761dollars as filed
AUTODESK INC COM052769106Stock1,032$213,531dollars as filed
HASBRO INC COM418056107Stock3,156$208,738dollars as filed
SCHD808524797COM2,928$207,164dollars as filed
TWILIO INC CL A90138F102Stock3,477$203,509dollars as filed
LEMONADEINC52567D107STOK13,780$160,124dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001905669-23-000004this filing2023-11-02acceptance time not in the bulk data set