Synergy Financial Group, Ltd Top Holdings and 13F Report (2024) → The #1 Crypto That You Don’t Own… Yet (From Crypto 101 Media) (Ad) About Synergy Financial Group, LtdInvestment ActivitySynergy Financial Group, Ltd has $88.76 million in total holdings as of March 31, 2024.Synergy Financial Group, Ltd owns shares of 82 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 4.21% of the portfolio was purchased this quarter.About 7.67% of the portfolio was sold this quarter.This quarter, Synergy Financial Group, Ltd has purchased 87 new stocks and bought additional shares in 32 stocks.Synergy Financial Group, Ltd sold shares of 40 stocks and completely divested from 10 stocks this quarter.Largest Holdings Microsoft $7,761,011Amazon.com $7,623,761NVIDIA $6,050,316Shopify $4,858,778Trade Desk $4,285,154 Largest New Holdings this Quarter FIDELITY WISE ORIGIN BITCOIN $740,190 HoldingVanguard Small-Cap ETF $360,486 HoldingiShares MSCI EAFE Growth ETF $256,673 HoldingNICE $253,062 HoldingSchwab U.S. Large-Cap Value ETF $207,805 Holding Largest Purchases this Quarter FIDELITY WISE ORIGIN BITCOIN 11,927 shares (about $740.19K)Vanguard FTSE Emerging Markets ETF 10,726 shares (about $448.02K)Vanguard Small-Cap ETF 1,577 shares (about $360.49K)iShares MSCI EAFE Growth ETF 2,473 shares (about $256.67K)NICE 971 shares (about $253.06K) Largest Sales this Quarter NVIDIA 1,473 shares (about $1.33M)Microsoft 1,829 shares (about $769.50K)Meta Platforms 546 shares (about $265.13K)Netflix 395 shares (about $239.90K)Apple 1,011 shares (about $173.37K) 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$7,761,011$769,496 ▼-9.0%18,4478.7%Computer and TechnologyAMZNAmazon.com$7,623,761$27,779 ▼-0.4%42,2658.6%Retail/WholesaleNVDANVIDIA$6,050,316$1,330,961 ▼-18.0%6,6966.8%Computer and TechnologySHOPShopify$4,858,778$72,154 ▲1.5%62,9625.5%Computer and TechnologyTTDTrade Desk$4,285,154$9,704 ▼-0.2%49,0184.8%Computer and TechnologyAAPLApple$3,669,747$173,370 ▼-4.5%21,4004.1%Computer and TechnologyANETArista Networks$3,089,737$9,569 ▲0.3%10,6553.5%Computer and TechnologyMETAMeta Platforms$3,028,562$265,127 ▼-8.0%6,2373.4%Computer and TechnologyGOOGAlphabet$2,875,735$21,316 ▼-0.7%18,8873.2%Computer and TechnologyNFLXNetflix$2,729,341$239,895 ▼-8.1%4,4943.1%Consumer DiscretionaryMELIMercadoLibre$2,423,672$16,632 ▲0.7%1,6032.7%Retail/WholesaleCMGChipotle Mexican Grill$2,113,222$104,644 ▼-4.7%7272.4%Retail/WholesaleMAMastercard$1,824,460$1,926 ▲0.1%3,7892.1%Business ServicesDISWalt Disney$1,344,792$42,338 ▼-3.1%10,9901.5%Consumer DiscretionaryCRWDCrowdStrike$1,322,434$165,745 ▲14.3%4,1251.5%Computer and TechnologyNOWServiceNow$1,305,991$100,637 ▼-7.2%1,7131.5%Computer and TechnologyZSZscaler$1,299,097$40,067 ▲3.2%6,7441.5%Computer and TechnologyTSLATesla$1,086,558$7,735 ▼-0.7%6,1811.2%Auto/Tires/TrucksKNSLKinsale Capital Group$1,083,096$76,090 ▼-6.6%2,0641.2%FinanceABNBAirbnb$1,003,452$50,643 ▲5.3%6,0831.1%Computer and TechnologyDDOGDatadog$943,068$12,854 ▲1.4%7,6301.1%Computer and TechnologySBUXStarbucks$936,675$10,419 ▼-1.1%10,2491.1%Retail/WholesaleCOSTCostco Wholesale$930,8060.0%1,2711.0%Retail/WholesaleWDWalker & Dunlop$876,464$26,376 ▲3.1%8,6731.0%FinanceAVGOBroadcom$848,695$123,326 ▼-12.7%6401.0%Computer and TechnologyGBILGoldman Sachs TreasuryAccess 0-1 Year ETF$831,737$181,400 ▲27.9%8,2440.9%ETFVWOVanguard FTSE Emerging Markets ETF$800,689$448,025 ▲127.0%19,1690.9%ETFGOOGLAlphabet$756,310$21,885 ▲3.0%5,0110.9%Computer and TechnologyPAYCPaycom Software$750,393$56,911 ▲8.2%3,7710.8%Computer and TechnologyFIDELITY WISE ORIGIN BITCOIN$740,190$740,190 ▲New Holding11,9270.8%SHSVOVanguard Mid-Cap ETF$703,356$214,630 ▲43.9%2,8150.8%ETFQQQInvesco QQQ$698,075$888 ▲0.1%1,5720.8%FinanceVOOVanguard S&P 500 ETF$645,220$2,885 ▲0.4%1,3420.7%ETFOKTAOkta$631,800$13,914 ▲2.3%6,0390.7%Computer and TechnologyASMLASML$624,983$48,524 ▼-7.2%6440.7%Computer and TechnologyWIXWix.com$608,899$1,787 ▼-0.3%4,4290.7%Computer and TechnologyUBERUber Technologies$594,440$3,234 ▼-0.5%7,7210.7%Computer and TechnologyCRMSalesforce$587,602$3,915 ▲0.7%1,9510.7%Computer and TechnologyTEAMAtlassian$577,916$27,315 ▲5.0%2,9620.7%Computer and TechnologyAMDAdvanced Micro Devices$549,953$42,415 ▼-7.2%3,0470.6%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$509,867$4,080 ▼-0.8%5,4990.6%ETFGSSTGoldman Sachs Access Ultra Short Bond ETF$508,233$193,565 ▲61.5%10,0930.6%ETFAPPNAppian$502,651$31,121 ▼-5.8%12,5820.6%Computer and TechnologySQBlock$490,141$3,468 ▼-0.7%5,7950.6%Business ServicesVVVanguard Large-Cap ETF$444,275$197,083 ▲79.7%1,8530.5%ETFNKENIKE$443,492$1,410 ▲0.3%4,7190.5%Consumer DiscretionaryUPWKUpwork$414,572$2,268 ▼-0.5%33,8150.5%Computer and TechnologyWMWaste Management$411,625$122,997 ▼-23.0%1,9310.5%Business ServicesNETCloudflare$400,392$3,099 ▼-0.8%4,1350.5%Computer and TechnologyBRK.BBerkshire Hathaway$396,130$9,672 ▲2.5%9420.4%FinanceSNOWSnowflake$372,003$24,078 ▲6.9%2,3020.4%Computer and TechnologyNEENextEra Energy$363,767$767 ▲0.2%5,6920.4%UtilitiesVBVanguard Small-Cap ETF$360,486$360,486 ▲New Holding1,5770.4%ETFWDAYWorkday$354,575$1,637 ▼-0.5%1,3000.4%Computer and TechnologyHUBSHubSpot$342,728$54,511 ▲18.9%5470.4%Computer and TechnologyEAElectronic Arts$336,451$265 ▼-0.1%2,5360.4%Consumer DiscretionaryIVViShares Core S&P 500 ETF$333,3130.0%6340.4%ETFINTUIntuit$328,250$2,600 ▲0.8%5050.4%Computer and TechnologyZMZoom Video Communications$313,122$21,507 ▲7.4%4,7900.4%Computer and TechnologyPYPLPayPal$306,010$18,020 ▲6.3%4,5680.3%Computer and TechnologyIBKRInteractive Brokers Group$299,159$36,082 ▼-10.8%2,6780.3%FinancePINSPinterest$296,255$9,604 ▼-3.1%8,5450.3%Computer and TechnologyVNQVanguard Real Estate ETF$288,1510.0%3,3320.3%ETFSNPSSynopsys$282,893$20,003 ▼-6.6%4950.3%Computer and TechnologyVTVanguard Total World Stock ETF$281,333$4,089 ▼-1.4%2,5460.3%ETFADSKAutodesk$278,129$6,250 ▲2.3%1,0680.3%Computer and TechnologyDOCNDigitalOcean$272,262$20,923 ▼-7.1%7,1310.3%Computer and TechnologyEFGiShares MSCI EAFE Growth ETF$256,673$256,673 ▲New Holding2,4730.3%ETFTSCOTractor Supply$253,868$262 ▲0.1%9700.3%Retail/WholesaleNICENICE$253,062$253,062 ▲New Holding9710.3%Computer and TechnologyUDMYUdemy$243,416$30,415 ▼-11.1%22,1690.3%Computer and TechnologyBKNGBooking$239,4400.0%660.3%Retail/WholesaleKMIKinder Morgan$234,254$3,576 ▼-1.5%12,7730.3%Oils/EnergyDOCUDocuSign$225,635$21,974 ▲10.8%3,7890.3%Business ServicesLMNDLemonade$219,057$3,380 ▼-1.5%13,3490.2%FinanceSCHDSchwab US Dividend Equity ETF$217,557$18,063 ▼-7.7%2,6980.2%ETFUNPUnion Pacific$216,488$492 ▼-0.2%8800.2%TransportationXLIIndustrial Select Sector SPDR Fund$216,021$30,104 ▼-12.2%1,7150.2%ETFPLNTPlanet Fitness$215,385$1,879 ▼-0.9%3,4390.2%Consumer DiscretionaryZGZillow Group$209,2920.0%4,3730.2%Computer and TechnologySCHVSchwab U.S. Large-Cap Value ETF$207,805$207,805 ▲New Holding2,7350.2%ETFJDJD.com$204,631$8,655 ▼-4.1%7,4710.2%Retail/WholesaleMDBMongoDB$0$577,296 ▼-100.0%00.0%Computer and TechnologyENPHEnphase Energy$0$396,420 ▼-100.0%00.0%Oils/EnergyVGTVanguard Information Technology ETF$0$357,706 ▼-100.0%00.0%ETFDFACDimensional U.S. Core Equity 2 ETF$0$341,962 ▼-100.0%00.0%ETFUPSTUpstart$0$269,186 ▼-100.0%00.0%Computer and TechnologyTWLOTwilio$0$249,309 ▼-100.0%00.0%Computer and TechnologyADBEAdobe$0$221,339 ▼-100.0%00.0%Computer and TechnologyZZillow Group$0$216,628 ▼-100.0%00.0%FinanceWINGWingstop$0$213,539 ▼-100.0%00.0%Retail/WholesaleLOGILogitech International$0$207,041 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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