Synergy Asset Management LLC Has $19.35 Million Stock …

Jan 30, 2025  · Synergy Asset Management LLC boosted its position in shares of Medtronic plc (NYSE:MDT - Free Report) by 107.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.The institutional investor …


Install CouponFollow Chrome Extension   CouponFollow Extension

1%
OFF

Synergy Asset Management LLC Has $19.35 Million Stock …

2 weeks from now

Jan 30, 2025  · Synergy Asset Management LLC boosted its position in shares of Medtronic plc (NYSE:MDT - Free Report) by 107.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.The institutional investor …

marketbeat.com

8%
OFF

Synergy Asset Management LLC Has $13.86 Million Stock

2 weeks from now

Jan 31, 2025  · Synergy Asset Management LLC lifted its stake in Eaton Co. plc (NYSE:ETN - Free Report) by 76.8% during the 4th quarter, according to its most recent 13F filing with the …

marketbeat.com

6%
OFF

Synergy Asset Management LLC Has $34.05 Million Stake In …

2 weeks from now

23 hours ago  · Alphabet comprises approximately 2.6% of Synergy Asset Management LLC’s holdings, making the stock its 8th largest position. Synergy Asset Management LLC’s holdings …

etfdailynews.com

0%
OFF

Synergy Asset Management LLC Has $2.74 Million Stock Position …

2 weeks from now

Jan 30, 2025  · Synergy Asset Management LLC raised its stake in shares of Adobe Inc. (NASDAQ:ADBE - Free Report) by 14.0% during the 4th quarter, according to the company in …

marketbeat.com

4%
OFF

Synergy Asset Management LLC Purchases 34,102 Shares Of

2 weeks from now

1 day ago  · Synergy Asset Management LLC lifted its position in Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 23.4% during the fourth quarter, according to its most recent 13F filing with …

marketbeat.com

$823706675
OFF

SYNERGY ASSET MANAGEMENT, LLC - WhaleWisdom.com

2 weeks from now

Synergy Asset Management is based out of Vancouver. Synergy Asset Management is a hedge fund with 1128 clients and discretionary assets under management (AUM) of $823,706,675 …

whalewisdom.com

$104.87
OFF

Synergy Asset Management, LLC Buys Johnson & Johnson, Global …

2 weeks from now

Feb 5, 2022  · Synergy Asset Management, LLC initiated holding in Ross Stores Inc. The purchase prices were between $104.87 and $119.65, with an estimated average price of …

yahoo.com

4%
OFF

Vanguard Total Stock Market ETF (NYSEARCA:VTI) Shares

2 weeks from now

Jan 30, 2025  · Synergy Asset Management LLC boosted its stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 122.4% during the fourth quarter, …

techdows.com

1%
OFF

Synergy Asset Management LLC Has $1.52 Million Stock Holdings …

2 weeks from now

Jan 31, 2025  · Synergy Asset Management LLC boosted its holdings in shares of Intercontinental Exchange, Inc. (NYSE:ICE - Free Report) by 331.1% during the 4th quarter, according to its …

marketbeat.com

$232546290
OFF

SYNERGY INVESTMENT MANAGEMENT, LLC - WhaleWisdom.com

2 weeks from now

Dec 31, 2024  · Synergy Investment Management is based out of Altamonte Springs. Their last reported 13F filing for Q4 2024 included $232,546,290 in managed 13F securities and a top …

whalewisdom.com

6%
OFF

Synergy Asset Management LLC Has $1.81 Million Stock Holdings …

2 weeks from now

Jan 31, 2025  · Synergy Asset Management LLC lifted its holdings in shares of Graphic Packaging Holding (NYSE:GPK - Free Report) by 108.6% in the fourth quarter, according to its most …

marketbeat.com

4%
OFF

Synergy Asset Management LLC Has $8.70 Million Stock Position …

2 weeks from now

Jan 30, 2025  · Synergy Asset Management LLC increased its stake in shares of Enterprise Products Partners L.P. (NYSE:EPD - Free Report) by 117.4% during the fourth quarter, …

marketbeat.com

0%
OFF

Synergy Asset Management LLC Purchases New Position In

2 weeks from now

Jan 31, 2025  · The firm acquired 138,657 shares of the company's stock, valued at approximately $12,550,000. Parsons comprises about 1.0% of Synergy Asset Management LLC's holdings, …

marketbeat.com

5%
OFF

Synergy Asset Management LLC Buys 10,473 Shares Of

2 weeks from now

Jan 30, 2025  · Synergy Asset Management LLC raised its stake in MicroStrategy Incorporated (NASDAQ:MSTR - Free Report) by 117.5% in the fourth quarter, according to the company in …

marketbeat.com

$38000
OFF

Stock Traders Buy Large Volume Of MicroVision Call Options

2 weeks from now

5 days ago  · Synergy Asset Management LLC now owns 30,252 shares of the electronics maker's stock worth $38,000 after acquiring an additional 17,669 shares during the last quarter. ... The …

marketbeat.com

$3.96
OFF

Northeast Financial Group Inc. Has $3.96 Million Stock

2 weeks from now

2 hours ago  · Synergy Asset Management LLC now owns 179,744 shares of the information services provider's stock worth $34,049,000 after buying an additional 34,102 shares during …

marketbeat.com

$1.72
OFF

Choreo LLC Has $1.72 Million Stock Holdings In Kimberly

2 weeks from now

10 hours ago  · DiNuzzo Private Wealth Inc. now owns 227 shares of the company's stock valued at $32,000 after purchasing an additional 202 shares during the last quarter. Synergy Asset …

marketbeat.com

FAQs about Synergy Asset Management LLC Has $19.35 Million Stock … Coupon?

Does synergy Asset Management LLC own alphabet?

Alphabet comprises approximately 2.6% of Synergy Asset Management LLC’s holdings, making the stock its 8th largest position. Synergy Asset Management LLC’s holdings in Alphabet were worth $34,049,000 as of its most recent SEC filing. A number of other hedge funds have also recently bought and sold shares of the company. ...

Where is synergy asset management based?

Synergy Asset Management is based out of Bellevue. Synergy Asset Management is a hedge fund with 1112 clients and discretionary assets under management (AUM) of $678,188,644 (Form ADV from 2023-05-04). Their last reported 13F filing for Q1 2023 included $417,803,706 in managed 13F securities and a top 10 holdings concentration of 42.74%. ...

How much did synergy Asset Management (SAM) buy Ross Stores Inc?

Synergy Asset Management, LLC initiated holding in Ross Stores Inc. The purchase prices were between $104.87 and $119.65, with an estimated average price of $111.87. The stock is now traded at around $94.160000. The impact to a portfolio due to this purchase was 2.22%. The holding were 81,724 shares as of 2021-12-31. ...

Does synergy asset management own BTC iShares international aggregate bond fund?

Synergy Asset Management, LLC initiated holding in BTC iShares International Aggregate Bond Fund. The purchase prices were between $54.07 and $55.08, with an estimated average price of $54.55. The stock is now traded at around $53.300000. ...

Why should you choose synergy asset management?

We seek to combine personal integrity with portfolio growth. Faith-based strategies are subject to the same challenges as secular investments, and Synergy Asset Management applies its continual analysis, assessment, and market expertise to finding quality companies that are undervalued and poised for reasonable risk-adjusted returns. ...

How does synergy build a better asset allocation portfolio?

Synergy takes three distinctly different approaches to construct better asset allocation portfolios. The Tugboats and Speedboats are built on Strategic and Tactical asset allocation principles. The Sailboats are 100% Tactical. Built for the loss-averse person who seeks risk-controlled asset allocation models. ...

Install CouponFollow Extension on Chrome

Install the CouponFollow extension to search for discount codes when shopping the fastest!

Install CouponFollow Chrome Extension   Install CouponFollow Chrome Extension