13F-HR filed by Synergy Financial Group, LTD
Synergy Financial Group, LTD filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-15, with 108 holding rows worth $111,389,739.
- Accession
- 0001905669-25-000003
- Filer
- CIK 1905669
- Filed
- 2025-05-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 108 entries on the cover page, a total value of $111,389,739 stated on the cover page (in dollars after the unit check, H1), rows summing to $111,389,739 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Amazon.com, Inc | 023135106 | COM | 39,799 | $7,572,158 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 66,085 | $7,162,271 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 18,698 | $7,019,073 | dollars as filed | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 61,721 | $5,893,121 | dollars as filed | |
| Apple Inc | 037833100 | COM | 21,208 | $4,710,928 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 4,266 | $3,978,173 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 6,678 | $3,848,932 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 6,114 | $3,142,259 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 11,942 | $3,094,889 | dollars as filed | |
| MERCADOLIBREINC | 58733R102 | STOK | 1,556 | $3,035,554 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 19,015 | $2,970,714 | dollars as filed | |
| ARISTA NETWORKS INC | 040413205 | COM | 37,223 | $2,884,038 | dollars as filed | |
| THETRADEDESKINCCLASSCLASSA | 88339J105 | STOK | 47,089 | $2,576,710 | dollars as filed | |
| RBB FD INC | 74933W601 | MOTLEY FOL ETF | 41,528 | $2,309,787 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 3,500 | $1,918,512 | dollars as filed | |
| CHIPOTLEMEXICANGRILLI | 169656105 | STOK | 35,440 | $1,779,442 | dollars as filed | |
| VGT | 92204A702 | SHS | 3,158 | $1,712,836 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 4,277 | $1,507,985 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 5,431 | $1,404,596 | dollars as filed | |
| KINSALECAPGROUPINC | 49714P108 | STOK | 2,737 | $1,332,196 | dollars as filed | |
| VWO | 922042858 | SHS | 29,425 | $1,331,783 | dollars as filed | |
| ZSCALERINC | 98980G102 | STOK | 6,639 | $1,317,310 | dollars as filed | |
| VANGUARD INDEX FDS | 922908637 | LARGE CAP ETF | 4,735 | $1,217,062 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 1,420 | $1,130,519 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 1,116 | $1,055,018 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 10,318 | $1,018,426 | dollars as filed | |
| Airbnb, Inc. Class A | 009066101 | COM | 7,639 | $912,555 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F755 | FT VEST LADDERED | 30,667 | $910,503 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 5,376 | $900,021 | dollars as filed | |
| Fidelity Wise Origin Bitcoin Fund | 315948109 | SHS | 12,404 | $892,716 | dollars as filed | |
| Starbucks Corporation | 855244109 | COM | 9,023 | $885,055 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 5,317 | $822,268 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 1,688 | $791,764 | dollars as filed | |
| GOLDMAN SACHS ETF TR | 38149W630 | NASDA 100 ETF | 17,390 | $775,594 | dollars as filed | |
| OKTAINCCLASSA | 679295105 | STOK | 7,304 | $768,527 | dollars as filed | |
| PAYCOMSOFTWAREINC | 70432V102 | STOK | 3,497 | $764,009 | dollars as filed | |
| GOLDMAN SACHS ETF TR | 38149W622 | S&P 500 PREMIUM | 16,017 | $746,549 | dollars as filed | |
| WALKER&DUNLOPINC | 93148P102 | STOK | 8,239 | $703,241 | dollars as filed | |
| AXONENTERPRISEINC | 05464C101 | STOK | 1,310 | $688,995 | dollars as filed | |
| DATADOGINCCLASSA | 23804L103 | STOK | 6,943 | $688,815 | dollars as filed | |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 4,695 | $686,221 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 1,150 | $612,467 | dollars as filed | |
| PAYPALHLDGSINC | 70450Y103 | STOK | 9,191 | $599,713 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 2,125 | $570,140 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 7,598 | $553,590 | dollars as filed | |
| ZOOM COMMUNICATIONS INC CL A | 98980L101 | Stock | 7,498 | $553,127 | dollars as filed | |
| GOLDMAN SACHS ETF TR | 381430230 | ULTR SHOR BD ETF | 10,921 | $551,947 | dollars as filed | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 21,430 | $536,607 | dollars as filed | |
| HUBSPOTINC | 443573100 | STOK | 845 | $482,740 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 2,157 | $478,341 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 2,772 | $463,728 | dollars as filed | |
| Waste Management, Inc. | 94106L109 | COM | 1,976 | $457,423 | dollars as filed | |
| ATLASSIANCORPCLASSA | 049468101 | STOK | 2,105 | $446,702 | dollars as filed | |
| UPWORK INC | 91688F104 | COM | 33,815 | $441,286 | dollars as filed | |
| Goldman Sachs Access Treasury 0-1 Year ETF | 381430529 | SHS | 4,174 | $418,151 | dollars as filed | |
| INTERACTIVE BROKERS GROUP INC COM CL A | 45841N107 | Stock | 2,510 | $415,631 | dollars as filed | |
| CLOUDFLARE INC CL A COM | 18915M107 | Stock | 3,545 | $399,486 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 2,305 | $398,166 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 1,272 | $396,915 | dollars as filed | |
| DOCUSIGN INC COM | 256163106 | Stock | 4,836 | $393,650 | dollars as filed | |
| KINDER MORGAN INC DEL COM | 49456B101 | Stock | 13,478 | $384,531 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 559 | $370,410 | dollars as filed | |
| ELECTRONIC ARTS INC COM | 285512109 | Stock | 2,556 | $369,393 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 645 | $362,426 | dollars as filed | |
| LEMONADEINC | 52567D107 | STOK | 11,143 | $350,224 | dollars as filed | |
| VEEVA SYS INC CL A COM | 922475108 | Stock | 1,470 | $340,496 | dollars as filed | |
| CAPITAL ONE FINL CORP | 14040H105 | COM | 1,867 | $334,753 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 3,245 | $333,391 | dollars as filed | |
| EPR PPTYS COM SH BEN INT | 26884U109 | REIT | 6,298 | $331,338 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 4,666 | $330,776 | dollars as filed | |
| Prologis,Inc. | 74340W103 | COM | 2,948 | $329,557 | dollars as filed | |
| iShares Morningstar Small-Cap Growth ETF | 464288604 | SHS | 7,192 | $324,000 | dollars as filed | |
| WORKDAY INC CL A | 98138H101 | Stock | 1,320 | $308,260 | dollars as filed | |
| JD.COM INC SPON ADS CL A | 47215P106 | ADR | 7,471 | $307,208 | dollars as filed | |
| Vanguard Real Estate | 922908553 | SHS | 3,345 | $302,856 | dollars as filed | |
| SEA LTD | 81141R100 | SPONSORD ADS | 2,306 | $300,910 | dollars as filed | |
| TRACTOR SUPPLY CO COM | 892356106 | Stock | 5,450 | $300,295 | dollars as filed | |
| EOG RES INC COM | 26875P101 | Stock | 2,308 | $295,978 | dollars as filed | |
| Booking Holdings Inc. | 09857L108 | COM | 64 | $294,842 | dollars as filed | |
| SPY | 78462F103 | SHS | 524 | $293,120 | dollars as filed | |
| ZILLOW GROUP INC CLASS A | 98954M101 | CL A | 4,373 | $292,379 | dollars as filed | |
| Vanguard Total World Stock ETF | 922042742 | SHS | 2,514 | $291,498 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 470 | $288,575 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 778 | $272,782 | dollars as filed | |
| VANGUARD STAR FDS | 921909768 | COM | 4,368 | $271,263 | dollars as filed | |
| UPSTARTHLDGSINC | 91680M107 | STOK | 5,793 | $266,652 | dollars as filed | |
| United Parcel Service,Inc. Class B | 911312106 | COM | 2,415 | $265,626 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 3,020 | $265,126 | dollars as filed | |
| APPIAN CORP | 03782L101 | CL A | 9,063 | $261,105 | dollars as filed | |
| PINTEREST INC CL A | 72352L106 | Stock | 8,380 | $259,780 | dollars as filed | |
| AUTODESK INC COM | 052769106 | Stock | 985 | $257,873 | dollars as filed | |
| PLANET FITNESS MASTER ISSUER L CL A | 72703H101 | Stock | 2,641 | $255,147 | dollars as filed | |
| EBAY INC. COM | 278642103 | Stock | 3,703 | $250,804 | dollars as filed | |
| ISHARES MSCI EAFE GROWTH ETF | 464288885 | ETF | 2,473 | $247,300 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 2,870 | $242,228 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y704 | INDL | 1,826 | $239,334 | dollars as filed | |
| STRATEGY INC CL A NEW | 594972408 | Stock | 820 | $236,381 | dollars as filed | |
| SYNOPSYS INC COM | 871607107 | Stock | 549 | $235,439 | dollars as filed | |
| ROKU INC COM CL A | 77543R102 | Stock | 3,294 | $232,029 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 931 | $228,374 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 416 | $217,880 | dollars as filed | |
| HERSHEY CO COM | 427866108 | Stock | 1,252 | $214,130 | dollars as filed | |
| SCHD | 808524797 | COM | 7,633 | $213,414 | dollars as filed | |
| GENUINE PARTS CO COM | 372460105 | Stock | 1,791 | $213,380 | dollars as filed | |
| WHIRLPOOL CORP COM | 963320106 | Stock | 2,364 | $213,067 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 548 | $210,174 | dollars as filed | |
| TAKE-TWO INTERACTIVE SOFTWARE COM | 874054109 | Stock | 990 | $205,178 | dollars as filed | |
| UDEMY INC COM | 902685106 | Stock | 18,959 | $147,122 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001905669-25-000003 | this filing | 2025-05-15 | acceptance time not in the bulk data set |