Synergy Financial Group, Ltd Top Holdings and 13F Report (2024) About Synergy Financial Group, LtdInvestment ActivitySynergy Financial Group, Ltd has $105.32 million in total holdings as of September 30, 2024.Synergy Financial Group, Ltd owns shares of 94 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 7.52% of the portfolio was purchased this quarter.About 0.72% of the portfolio was sold this quarter.This quarter, Synergy Financial Group, Ltd has purchased 82 new stocks and bought additional shares in 46 stocks.Synergy Financial Group, Ltd sold shares of 21 stocks and completely divested from 1 stock this quarter.Largest Holdings Microsoft $9,468,770NVIDIA $8,327,528Amazon.com $7,880,455Trade Desk $5,250,810Shopify $5,171,594 Largest New Holdings this Quarter GOLDMAN SACHS ETF TR $321,792 HoldingJD.com $298,840 HoldingGOLDMAN SACHS ETF TR $291,119 HoldingZillow Group $270,820 HoldingWalmart $265,748 Holding Largest Purchases this Quarter Microsoft 4,119 shares (about $1.77M)Broadcom 5,755 shares (about $992.78K)Tesla 1,406 shares (about $367.85K)GOLDMAN SACHS ETF TR 6,711 shares (about $321.79K)JD.com 7,471 shares (about $298.84K) Largest Sales this Quarter Apple 840 shares (about $195.72K)ServiceNow 112 shares (about $100.17K)Goldman Sachs Access Treasury 0-1 Year ETF 583 shares (about $58.47K)Goldman Sachs Access Ultra Short Bond ETF 933 shares (about $47.25K)Starbucks 256 shares (about $24.96K) 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 PortfolioSectorMSFTMicrosoft$9,468,770$1,772,409 ▲23.0%22,0059.0%Computer and TechnologyNVDANVIDIA$8,327,528$12,265 ▲0.1%68,5737.9%Computer and TechnologyAMZNAmazon.com$7,880,455$11,366 ▲0.1%42,2937.5%Retail/WholesaleTTDTrade Desk$5,250,810$25,768 ▲0.5%47,8875.0%Computer and TechnologySHOPShopify$5,171,594$63,791 ▲1.2%64,5324.9%Computer and TechnologyAAPLApple$5,088,422$195,717 ▼-3.7%21,8394.8%Computer and TechnologyANETArista Networks$4,269,614$4,606 ▲0.1%11,1244.1%Computer and TechnologyMETAMeta Platforms$3,775,242$61,251 ▲1.6%6,5953.6%Computer and TechnologyGOOGAlphabet$3,292,473$155,487 ▲5.0%19,6933.1%Computer and TechnologyMELIMercadoLibre$3,166,174$32,831 ▲1.0%1,5433.0%Retail/WholesaleNFLXNetflix$3,139,229$2,128 ▼-0.1%4,4263.0%Consumer DiscretionaryTSLATesla$2,174,145$367,852 ▲20.4%8,3102.1%Auto/Tires/TrucksCMGChipotle Mexican Grill$2,051,445$5,589 ▼-0.3%35,6031.9%Retail/WholesaleMAMastercard$1,818,908$52,350 ▲3.0%3,6831.7%Business ServicesNOWServiceNow$1,510,625$100,172 ▼-6.2%1,6891.4%Computer and TechnologyTMFCMotley Fool 100 Index ETF$1,503,056$149,737 ▲11.1%26,7211.4%ETFZSZscaler$1,176,067$4,444 ▲0.4%6,8801.1%Computer and TechnologyKNSLKinsale Capital Group$1,139,764$44,231 ▲4.0%2,4481.1%FinanceCOSTCostco Wholesale$1,120,118$10,634 ▼-0.9%1,2641.1%Retail/WholesaleVWOVanguard FTSE Emerging Markets ETF$1,117,967$25,504 ▲2.3%23,3641.1%ETFCRWDCrowdStrike$1,107,856$8,414 ▲0.8%3,9501.1%Computer and TechnologyAVGOBroadcom$1,103,530$992,780 ▲896.4%6,3971.0%Computer and TechnologyVOVanguard Mid-Cap ETF$1,027,354$40,894 ▲4.1%3,8941.0%ETFDISWalt Disney$1,014,900$385 ▼0.0%10,5511.0%Consumer DiscretionaryGBILGoldman Sachs Access Treasury 0-1 Year ETF$982,341$58,469 ▼-5.6%9,7950.9%ETFWDWalker & Dunlop$976,986$16,016 ▲1.7%8,6010.9%FinanceSBUXStarbucks$919,567$24,959 ▼-2.6%9,4320.9%Retail/WholesaleDDOGDatadog$884,121$10,701 ▼-1.2%7,6840.8%Computer and TechnologyQQQInvesco QQQ$838,672$73,713 ▲9.6%1,7180.8%FinanceVOOVanguard S&P 500 ETF$815,544$7,385 ▲0.9%1,5460.8%ETFGOOGLAlphabet$805,325$77,116 ▲10.6%4,8560.8%Computer and TechnologyVVVanguard Large-Cap ETF$779,338$40,283 ▲5.5%2,9600.7%ETFFIDELITY WISE ORIGIN BITCOIN$684,574$1,277 ▼-0.2%12,3280.7%SHSABNBAirbnb$673,995$14,456 ▲2.2%5,3150.6%Consumer DiscretionaryBUFRFT Vest Laddered Buffer ETF$645,385$229,406 ▲55.1%21,5920.6%ETFGSSTGoldman Sachs Access Ultra Short Bond ETF$608,794$47,247 ▼-7.2%12,0220.6%ETFUBERUber Technologies$572,719$9,470 ▼-1.6%7,6200.5%Computer and TechnologyCRMSalesforce$568,572$32,850 ▲6.1%2,0770.5%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$566,635$417 ▼-0.1%5,4390.5%ETFASMLASML$530,7800.0%6370.5%Computer and TechnologyNEENextEra Energy$505,307$25,950 ▲5.4%5,9780.5%UtilitiesAMDAdvanced Micro Devices$503,233$1,313 ▲0.3%3,0670.5%Computer and TechnologyHUBSHubSpot$495,983$61,666 ▲14.2%9330.5%Computer and TechnologyOKTAOkta$474,512$5,129 ▲1.1%6,3830.5%Computer and TechnologyBRK.BBerkshire Hathaway$471,306$22,092 ▲4.9%1,0240.4%FinanceVBVanguard Small-Cap ETF$456,392$5,930 ▲1.3%1,9240.4%ETFWMWaste Management$399,009$2,076 ▼-0.5%1,9220.4%Business ServicesPYPLPayPal$394,442$1,639 ▲0.4%5,0550.4%Computer and TechnologyTEAMAtlassian$379,7150.0%2,3910.4%Computer and TechnologyIBKRInteractive Brokers Group$373,2060.0%2,6780.4%FinanceIVViShares Core S&P 500 ETF$365,7040.0%6340.3%ETFEAElectronic Arts$365,3420.0%2,5470.3%Consumer DiscretionaryZMZoom Video Communications$360,8350.0%5,1740.3%Computer and TechnologyUPWKUpwork$353,3670.0%33,8150.3%Computer and TechnologyPAYCPaycom Software$349,508$6,664 ▼-1.9%2,0980.3%Computer and TechnologyACNAccenture$340,755$77,412 ▲29.4%9640.3%Computer and TechnologyVNQVanguard Real Estate ETF$325,870$1,266 ▲0.4%3,3450.3%ETFSNOWSnowflake$324,480$1,953 ▲0.6%2,8250.3%Computer and TechnologyGOLDMAN SACHS ETF TR$321,792$321,792 ▲New Holding6,7110.3%NASDAQ 100 COREWDAYWorkday$317,7330.0%1,3000.3%Computer and TechnologyINTUIntuit$317,331$3,105 ▲1.0%5110.3%Computer and TechnologyTSCOTractor Supply$317,114$34,912 ▲12.4%1,0900.3%Retail/WholesaleAPPNAppian$316,7170.0%9,2770.3%Computer and TechnologyNETCloudflare$313,287$21,193 ▼-6.3%3,8730.3%Computer and TechnologyVTVanguard Total World Stock ETF$304,7560.0%2,5460.3%ETFJDJD.com$298,840$298,840 ▲New Holding7,4710.3%Retail/WholesaleAXONAxon Enterprise$298,501$13,986 ▲4.9%7470.3%Industrial ProductsADSKAutodesk$295,866$1,928 ▲0.7%1,0740.3%Computer and TechnologyADBEAdobe$293,063$5,696 ▲2.0%5660.3%Computer and TechnologyGOLDMAN SACHS ETF TR$291,119$291,119 ▲New Holding5,9300.3%S&P 500 CORE PREKMIKinder Morgan$283,226$530 ▲0.2%12,8210.3%Oils/EnergySNPSSynopsys$278,008$24,813 ▲9.8%5490.3%Computer and TechnologyBKNGBooking$278,000$4,212 ▲1.5%660.3%Retail/WholesalePINSPinterest$276,6020.0%8,5450.3%Computer and TechnologyZGZillow Group$270,820$270,820 ▲New Holding4,3730.3%FinanceEFGiShares MSCI EAFE Growth ETF$266,2180.0%2,4730.3%ETFWMTWalmart$265,748$265,748 ▲New Holding3,2910.3%Retail/WholesaleDIGITALOCEAN HLDGS INC$263,827$24,194 ▼-8.4%6,5320.3%COMPLNTPlanet Fitness$259,417$19,899 ▼-7.1%3,1940.2%Consumer DiscretionaryUPSTUpstart$257,824$257,824 ▲New Holding6,4440.2%FinanceDOCUDocuSign$254,631$1,180 ▼-0.5%4,1010.2%Computer and TechnologyVXUSVanguard Total International Stock ETF$252,810$3,043 ▲1.2%3,9050.2%ETFXLIIndustrial Select Sector SPDR Fund$249,210$16,930 ▲7.3%1,8400.2%ETFUNHUnitedHealth Group$246,150$246,150 ▲New Holding4210.2%MedicalUNPUnion Pacific$243,199$243,199 ▲New Holding9870.2%TransportationSPYSPDR S&P 500 ETF Trust$232,947$232,947 ▲New Holding4060.2%FinanceSCHDSchwab US Dividend Equity ETF$222,769$2,114 ▼-0.9%2,6350.2%ETFZZillow Group$222,517$222,517 ▲New Holding3,4850.2%FinanceSESEA$217,410$217,410 ▲New Holding2,3060.2%Computer and TechnologyLMNDLemonade$217,355$1,171 ▼-0.5%13,1810.2%FinanceSCHVSchwab U.S. Large-Cap Value ETF$217,0790.0%2,7010.2%ETFNYTNew York Times$217,057$217,057 ▲New Holding3,8990.2%Consumer StaplesVTIVanguard Total Stock Market ETF$201,044$201,044 ▲New Holding7100.2%ETFUDMYUdemy$148,4500.0%19,9530.1%Computer and TechnologyLOGILogitech International$0$208,001 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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