Synergy Financial Group, Ltd Top Holdings and 13F Report (2025) About Synergy Financial Group, LtdInvestment ActivitySynergy Financial Group, Ltd has $119.93 million in total holdings as of December 31, 2024.Synergy Financial Group, Ltd owns shares of 101 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Approximately 12.79% of the portfolio was purchased this quarter.About 8.16% of the portfolio was sold this quarter.This quarter, Synergy Financial Group, Ltd has purchased 94 new stocks and bought additional shares in 41 stocks.Synergy Financial Group, Ltd sold shares of 37 stocks and completely divested from 4 stocks this quarter.Largest Holdings Amazon.com $9,043,475NVIDIA $8,608,365Microsoft $7,884,183Shopify $6,517,178Trade Desk $5,475,958 Largest New Holdings this Quarter ARISTA NETWORKS INC $4,205,114 HoldingVanguard Information Technology ETF $1,963,644 HoldingVanguard Value ETF $390,406 HoldingiShares Morningstar Small-Cap Growth ETF $355,716 HoldingCapital One Financial $332,923 Holding Largest Purchases this Quarter ARISTA NETWORKS INC 38,045 shares (about $4.21M)Goldman Sachs Ultra Short Bond ETF 40,043 shares (about $2.01M)Vanguard Information Technology ETF 3,158 shares (about $1.96M)Vanguard S&P 500 ETF 3,073 shares (about $1.66M)Schwab U.S. Large-Cap Growth ETF 16,061 shares (about $447.62K) Largest Sales this Quarter Microsoft 3,300 shares (about $1.39M)NVIDIA 4,470 shares (about $600.27K)Shopify 3,240 shares (about $344.51K)Broadcom 1,030 shares (about $238.80K)Amazon.com 1,072 shares (about $235.19K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSynergy Financial Group, Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMZNAmazon.com$9,043,475$235,186 ▼-2.5%41,2217.5%Retail/WholesaleNVDANVIDIA$8,608,365$600,274 ▼-6.5%64,1037.2%Computer and TechnologyMSFTMicrosoft$7,884,183$1,390,954 ▼-15.0%18,7056.6%Computer and TechnologySHOPShopify$6,517,178$344,509 ▼-5.0%61,2925.4%Computer and TechnologyTTDTrade Desk$5,475,958$152,201 ▼-2.7%46,5924.6%Computer and TechnologyAAPLApple$5,396,514$72,371 ▼-1.3%21,5504.5%Computer and TechnologyARISTA NETWORKS INC$4,205,114$4,205,114 ▲New Holding38,0453.5%COM SHSNFLXNetflix$3,886,155$58,827 ▼-1.5%4,3603.2%Consumer DiscretionaryMETAMeta Platforms$3,746,093$115,345 ▼-3.0%6,3983.1%Computer and TechnologyGOOGAlphabet$3,616,456$133,879 ▼-3.6%18,9903.0%Computer and TechnologyTSLATesla$3,381,756$25,846 ▲0.8%8,3742.8%Auto/Tires/TrucksMELIMercadoLibre$2,753,012$129,233 ▲4.9%1,6192.3%Retail/WholesaleGSSTGoldman Sachs Ultra Short Bond ETF$2,614,184$2,010,559 ▲333.1%52,0652.2%ETFVOOVanguard S&P 500 ETF$2,488,819$1,655,800 ▲198.8%4,6192.1%ETFCMGChipotle Mexican Grill$2,191,362$44,501 ▲2.1%36,3411.8%Retail/WholesaleVGTVanguard Information Technology ETF$1,963,644$1,963,644 ▲New Holding3,1581.6%ETFTMFCMotley Fool 100 Index ETF$1,848,991$242,524 ▲15.1%30,7551.5%ETFMAMastercard$1,828,666$110,573 ▼-5.7%3,4731.5%Business ServicesNOWServiceNow$1,579,579$210,964 ▼-11.8%1,4901.3%Computer and TechnologyCRWDCrowdStrike$1,406,620$55,088 ▲4.1%4,1111.2%Computer and TechnologyAVGOBroadcom$1,244,320$238,802 ▼-16.1%5,3671.0%Computer and TechnologyZSZscaler$1,172,124$69,097 ▼-5.6%6,4971.0%Computer and TechnologyKNSLKinsale Capital Group$1,162,417$23,723 ▲2.1%2,4991.0%FinanceDISWalt Disney$1,152,917$21,936 ▼-1.9%10,3541.0%Consumer DiscretionaryVOVanguard Mid-Cap ETF$1,129,420$100,898 ▲9.8%4,2760.9%ETFGBILGoldman Sachs Access Treasury 0-1 Year ETF$1,124,600$145,883 ▲14.9%11,2550.9%ETFFIDELITY WISE ORIGIN BITCOIN$1,103,614$97,896 ▲9.7%13,5280.9%SHSVWOVanguard FTSE Emerging Markets ETF$1,086,114$57,164 ▲5.6%24,6620.9%ETFCOSTCostco Wholesale$1,025,764$131,884 ▼-11.4%1,1200.9%Retail/WholesaleGOOGLAlphabet$987,184$67,958 ▲7.4%5,2150.8%Computer and TechnologyDDOGDatadog$936,501$161,466 ▼-14.7%6,5540.8%Computer and TechnologyVVVanguard Large-Cap ETF$913,474$115,162 ▲14.4%3,3870.8%ETFQQQInvesco QQQ$863,203$15,341 ▼-1.7%1,6880.7%FinanceSBUXStarbucks$820,125$40,514 ▼-4.7%8,9880.7%Retail/WholesaleABNBAirbnb$798,184$99,740 ▲14.3%6,0740.7%Consumer DiscretionaryWDWalker & Dunlop$798,067$38,008 ▼-4.5%8,2100.7%FinanceBUFRFT Vest Laddered Buffer ETF$737,496$79,588 ▲12.1%24,2040.6%ETFCRMSalesforce$691,533$3,010 ▼-0.4%2,0680.6%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$599,205$447,620 ▲295.3%21,5000.5%ETFPYPLPayPal$590,281$158,836 ▲36.8%6,9160.5%Computer and TechnologyHUBSHubSpot$590,164$59,922 ▼-9.2%8470.5%Computer and TechnologyAXONAxon Enterprise$590,160$146,203 ▲32.9%9930.5%AerospaceUPWKUpwork$552,8750.0%33,8150.5%Computer and TechnologyOKTAOkta$551,521$48,541 ▲9.7%6,9990.5%Computer and TechnologySNOWSnowflake$544,758$108,550 ▲24.9%3,5280.5%Computer and TechnologyPAYCPaycom Software$536,730$106,772 ▲24.8%2,6190.4%Computer and TechnologyTEAMAtlassian$512,315$69,607 ▼-12.0%2,1050.4%Computer and TechnologyBRK.BBerkshire Hathaway$502,234$38,076 ▲8.2%1,1080.4%FinanceIBKRInteractive Brokers Group$474,889$1,767 ▲0.4%2,6880.4%FinanceVBVanguard Small-Cap ETF$468,065$5,767 ▲1.2%1,9480.4%ETFUBERUber Technologies$456,803$2,835 ▼-0.6%7,5730.4%Computer and TechnologyZMZoom Video Communications$443,714$21,463 ▲5.1%5,4370.4%Computer and TechnologyACNAccenture$418,982$79,856 ▲23.5%1,1910.3%Computer and TechnologyLMNDLemonade$411,440$72,040 ▼-14.9%11,2170.3%FinanceIVViShares Core S&P 500 ETF$403,246$30,023 ▲8.0%6850.3%ETFWMWaste Management$400,537$12,712 ▲3.3%1,9850.3%Business ServicesVTVVanguard Value ETF$390,406$390,406 ▲New Holding2,3060.3%ETFASMLASML$387,432$54,060 ▼-12.2%5590.3%Computer and TechnologyNETCloudflare$381,726$35,319 ▼-8.5%3,5450.3%Computer and TechnologyDOCUDocuSign$381,436$12,592 ▲3.4%4,2410.3%Computer and TechnologyEAElectronic Arts$374,528$1,902 ▲0.5%2,5600.3%Consumer DiscretionaryAMDAdvanced Micro Devices$370,584$121 ▲0.0%3,0680.3%Computer and TechnologyKMIKinder Morgan$370,304$19,015 ▲5.4%13,5150.3%Oils/EnergyUPSTUpstart$356,675$40,082 ▼-10.1%5,7930.3%FinanceISCGiShares Morningstar Small-Cap Growth ETF$355,716$355,716 ▲New Holding7,1920.3%ETFNEENextEra Energy$339,291$89,249 ▼-20.8%4,7330.3%UtilitiesWDAYWorkday$338,019$2,580 ▲0.8%1,3100.3%Computer and TechnologyCOFCapital One Financial$332,923$332,923 ▲New Holding1,8670.3%FinanceGOLDMAN SACHS ETF TR$329,0400.0%6,7110.3%NASDAQ 100 COREBKNGBooking$322,947$4,968 ▼-1.5%650.3%Retail/WholesaleZGZillow Group$309,8270.0%4,3730.3%FinanceAPPNAppian$298,898$7,058 ▼-2.3%9,0630.2%Computer and TechnologyVNQVanguard Real Estate ETF$297,9730.0%3,3450.2%ETFINTUIntuit$297,909$23,255 ▼-7.2%4740.2%Computer and TechnologyWMTWalmart$296,348$994 ▼-0.3%3,2800.2%Retail/WholesaleVTVanguard Total World Stock ETF$295,345$3,759 ▼-1.3%2,5140.2%ETFGOLDMAN SACHS ETF TR$293,269$49 ▲0.0%5,9310.2%S&P 500 CORE PRETSCOTractor Supply$289,442$231,607 ▲400.5%5,4550.2%Retail/WholesaleSNPSSynopsys$268,404$1,941 ▲0.7%5530.2%Computer and TechnologyADSKAutodesk$263,353$54,089 ▼-17.0%8910.2%Computer and TechnologyPLNTPlanet Fitness$261,116$54,675 ▼-17.3%2,6410.2%Consumer DiscretionaryJDJD.com$259,0200.0%7,4710.2%Retail/WholesaleADBEAdobe$249,910$1,779 ▼-0.7%5620.2%Computer and TechnologyPINSPinterest$247,8050.0%8,5450.2%Computer and TechnologyCVXChevron$246,807$246,807 ▲New Holding1,7040.2%Oils/EnergySESEA$244,6670.0%2,3060.2%Computer and TechnologyXLIIndustrial Select Sector SPDR Fund$242,4380.0%1,8400.2%ETFEFGiShares MSCI EAFE Growth ETF$239,4610.0%2,4730.2%ETFMSTRMicroStrategy$237,488$237,488 ▲New Holding8200.2%Computer and TechnologyVVisa$233,343$233,343 ▲New Holding7380.2%Business ServicesVXUSVanguard Total International Stock ETF$233,009$2,888 ▲1.3%3,9540.2%ETFJPMJPMorgan Chase & Co.$226,286$226,286 ▲New Holding9440.2%FinanceUNHUnitedHealth Group$220,555$7,588 ▲3.6%4360.2%MedicalROKURoku$219,898$219,898 ▲New Holding2,9580.2%Consumer DiscretionaryTSMTaiwan Semiconductor Manufacturing$215,264$215,264 ▲New Holding1,0900.2%Computer and TechnologySCHDSchwab US Dividend Equity ETF$208,523$136,538 ▲189.7%7,6330.2%ETFVTIVanguard Total Stock Market ETF$205,7650.0%7100.2%ETFSCHVSchwab U.S. Large-Cap Value ETF$203,190$132,775 ▲188.6%7,7940.2%ETFNYTNew York Times$202,9430.0%3,8990.2%Consumer StaplesZZillow Group$200,157$57,907 ▼-22.4%2,7030.2%FinanceShowing largest 100 holdings. 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