Synergy Asset Management LLC Has $4.47 Million Stock Position …

Jan 30, 2025 · Synergy Asset Management LLC increased its position in shares of Verizon Communications Inc. (NYSE:VZ - Free Report) by 118.7% during the 4th quarter, according to …

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Synergy Asset Management LLC Has $4.47 Million Stock Position …

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Jan 30, 2025 · Synergy Asset Management LLC increased its position in shares of Verizon Communications Inc. (NYSE:VZ - Free Report) by 118.7% during the 4th quarter, according to …

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Synergy Asset Management LLC Has $34.05 Million Stake In …

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19 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 …

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Synergy Asset Management LLC Has $7.91 Million Position In

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Jan 31, 2025 · Synergy Asset Management LLC lifted its holdings in Chevron Co. (NYSE:CVX - Free Report) by 10.3% in the 4th quarter, according to its most recent 13F filing with the SEC. …

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Synergy Asset Management LLC Has $13.86 Million Stock

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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 …

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Synergy Asset Management, LLC Portfolio Holdings

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Synergy Asset Management, LLC has filed its 13F form on January 19, 2024 for Q4 2023 where it was disclosed a total value porftolio of $534 Million distributed in 140 stocks.

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Synergy Asset Management LLC Has $5.80 Million Stake In Eli

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Feb 1, 2025 · Synergy Asset Management LLC increased its holdings in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 118.3% during the fourth quarter, Holdings Channel …

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Synergy Asset Management LLC Has $17.86 Million Position In The …

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Mar 31, 2024 · Synergy Asset Management LLC lifted its position in shares of The Coca-Cola Company (NYSE:KO – Free Report) by 195.5% in the 4th quarter, Holdings Channel reports. …

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Synergy Asset Management LLC Has $2.74 Million Stock Position …

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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 …

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SYNERGY ASSET MANAGEMENT, LLC - WhaleWisdom.com

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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 …

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Synergy Asset Management LLC Has $8.70 Million Stock Position …

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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, …

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Synergy Asset Management LLC Has $7.91 Million Holdings In

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Jan 31, 2025 · Synergy Asset Management LLC boosted its position in shares of Chevron Co. (NYSE:CVX – Free Report) by 10.3% during the fourth quarter, HoldingsChannel reports. The …

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Synergy Asset Management LLC Boosts Stock Position In

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Jan 30, 2025 · Synergy Asset Management LLC raised its holdings in shares of Schlumberger Limited (NYSE:SLB - Free Report) by 121.5% in the 4th quarter, according to the company in …

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Synergy Asset Management LLC Buys 10,473 Shares Of

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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 …

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Synergy Asset Management LLC Purchases New Position In

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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, …

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Caprock Group LLC Has $1 Million Stock Holdings In Equinor

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4 days ago · Synergy Asset Management LLC purchased a new position in Equinor ASA in the fourth quarter worth $36,000. R Squared Ltd bought a new position in Equinor ASA in the …

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Stratos Investment Management LLC Has $4.47 Million Stock

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2 days ago · Stratos Investment Management LLC reduced its position in Amgen Inc. (NASDAQ:AMGN - Free Report) by 6.7% in the 4th quarter, according to its most recent filing …

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FAQs about Synergy Asset Management LLC Has $4.47 Million Stock Position … 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%. ...

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. ...

Who is synergy?

Those seeking to support morally and spiritually appropriate corporate development in premier companies. Synergy uses individual stocks and/or ETFs to achieve equity-like performance results with a values-based philosophy. We seek to combine personal integrity with portfolio growth. ...

What's the difference between a financial advisor and Synergy asset management?

Your financial advisor acts as your Chief Wealth Officer and Synergy Asset Management acts as your Chief Investment Officer. Together, the SAAM™ model delivers vast integrated resources to create a unique fiduciary approach to wealth management. Let's chat. ...