Synergy-Financial-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  "PINS",
  "SE",
  "SNOW",
  "ACN",
  "ZS",
  "ABNB",
  "ADBE",
  "GOOGL",
  "APPN",
  "TEAM",
  "ASML",
  "AVGO",
  null,
  null,
  "COF",
  "LMND",
  "ROKU",
  null,
  "EBAY",
  "EOG",
  "IBKR",
  "INTU",
  null,
  "HUBS",
  "BKNG",
  "META",
  "KNSL",
  "KMI",
  "MA",
  "MSFT",
  "EPR",
  "GPC",
  "HSY",
  "EFG",
  "ANET",
  null,
  null,
  null,
  "PYPL",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PLTR",
  "MSTR",
  "NOW",
  "SHOP",
  "SBUX",
  "SNPS",
  "UBER",
  "UPS",
  "VNQ",
  "VO",
  "UDMY",
  "VV",
  "VWO",
  "TSCO",
  null,
  "EA",
  "ADSK",
  "AXON",
  "AMD",
  "WM",
  "AMZN",
  "TTWO",
  "UPWK",
  "VGT",
  "VXUS",
  "VT",
  "VB",
  "VOO",
  "VTV",
  "VEEV",
  "V",
  "WD",
  "WMT",
  "WHR",
  "WDAY",
  "ZG",
  "SCHD",
  "SCHG",
  "JD",
  "TTD",
  "OKTA",
  "PLNT",
  "CRM",
  "MELI",
  "ZM",
  "UPST",
  "PAYC",
  "BRK-B",
  "CVX",
  "CMG",
  "NET",
  "COST",
  "CRWD",
  "DDOG",
  "DOCU",
  "NEE",
  "QQQ",
  "DIS",
  "GOOG",
  "TSLA",
  "PLD",
  "NFLX",
  null,
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 108
Total Value: 111389739
Accession Number: 0001905669-25-000003
Form Type: 13F-HR
CIK: synergy-financial-group
Manager Name: Synergy-Financial-Group

Data Enrichment

92% identified

99 identified9 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

108 positions • $111.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Snowflake Inc.

SNOW|833445109

Shares:4.7K

Value:$686.2K

% of Portfolio:0.6% ($686.2K/$111.4M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.1K

Value:$612.5K

% of Portfolio:0.5% ($612.5K/$111.4M)

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:9.2K

Value:$599.7K

% of Portfolio:0.5% ($599.7K/$111.4M)

Salesforce, Inc.

CRM|79466L302

Shares:2.1K

Value:$570.1K

% of Portfolio:0.5% ($570.1K/$111.4M)

Uber Technologies, Inc

UBER|90353T100

Shares:7.6K

Value:$553.6K

% of Portfolio:0.5% ($553.6K/$111.4M)

Zoom Communications, Inc.

ZM|98980L101

Shares:7.5K

Value:$553.1K

% of Portfolio:0.5% ($553.1K/$111.4M)

381430230

Shares:10.9K

Value:$551.9K

% of Portfolio:0.5% ($551.9K/$111.4M)

808524300

SCHG|808524300

Shares:21.4K

Value:$536.6K

% of Portfolio:0.5% ($536.6K/$111.4M)

HUBSPOT INC

HUBS|443573100

Shares:845

Value:$482.7K

% of Portfolio:0.4% ($482.7K/$111.4M)

922908751

VB|922908751

Shares:2.2K

Value:$478.3K

% of Portfolio:0.4% ($478.3K/$111.4M)

CHEVRON CORP

CVX|166764100

Shares:2.8K

Value:$463.7K

% of Portfolio:0.4% ($463.7K/$111.4M)

WASTE MANAGEMENT INC

WM|94106L109

Shares:2.0K

Value:$457.4K

% of Portfolio:0.4% ($457.4K/$111.4M)

Atlassian Corp

TEAM|049468101

Shares:2.1K

Value:$446.7K

% of Portfolio:0.4% ($446.7K/$111.4M)

UPWORK, INC

UPWK|91688F104

Shares:33.8K

Value:$441.3K

% of Portfolio:0.4% ($441.3K/$111.4M)

381430529

Shares:4.2K

Value:$418.2K

% of Portfolio:0.4% ($418.2K/$111.4M)

Interactive Brokers Group, Inc.

IBKR|45841N107

Shares:2.5K

Value:$415.6K

% of Portfolio:0.4% ($415.6K/$111.4M)

Cloudflare, Inc.

NET|18915M107

Shares:3.5K

Value:$399.5K

% of Portfolio:0.4% ($399.5K/$111.4M)

922908744

VTV|922908744

Shares:2.3K

Value:$398.2K

% of Portfolio:0.4% ($398.2K/$111.4M)

Accenture plc

ACN|G1151C101

Shares:1.3K

Value:$396.9K

% of Portfolio:0.4% ($396.9K/$111.4M)

DOCUSIGN, INC.

DOCU|256163106

Shares:4.8K

Value:$393.6K

% of Portfolio:0.4% ($393.6K/$111.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Snowflake Inc.(SNOWcusip833445109)	4.7K	QoQ +33.07% (+1.2K) YoY +103.95% (+2.4K)	All Managers (Combined)	$686.2K	0.6% ($686.2K/$111.4M)	QoQ +25.96% (+$141.5K) YoY +84.46% (+$314.2K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.1K	QoQ +3.79% (+42) YoY +22.08% (+208)	All Managers (Combined)	$612.5K	0.5% ($612.5K/$111.4M)	QoQ +21.94% (+$110.2K) YoY +54.61% (+$216.3K)
PayPal Holdings, Inc.(PYPLcusip70450Y103)	9.2K	QoQ +32.89% (+2.3K) YoY +101.20% (+4.6K)	All Managers (Combined)	$599.7K	0.5% ($599.7K/$111.4M)	QoQ +1.59% (+$9.4K) YoY +95.97% (+$293.7K)
Salesforce, Inc.(CRMcusip79466L302)	2.1K	QoQ +2.75% (-57) YoY +8.91% (-174)	All Managers (Combined)	$570.1K	0.5% ($570.1K/$111.4M)	QoQ -17.55% (-$121.4K) YoY -2.97% (-$17.5K)
Uber Technologies, Inc(UBERcusip90353T100)	7.6K	QoQ +0.33% (+25) YoY -1.59% (-123)	All Managers (Combined)	$553.6K	0.5% ($553.6K/$111.4M)	QoQ +21.18% (+$96.8K) YoY -6.87% (-$40.9K)
Zoom Communications, Inc.(ZMcusip98980L101)	7.5K	QoQ +37.90% (+2.1K) YoY +56.53% (+2.7K)	All Managers (Combined)	$553.1K	0.5% ($553.1K/$111.4M)	QoQ +24.65% (+$109.4K) YoY +76.64% (+$240.0K)
(cusip381430230)✕	10.9K	QoQ -79.02% (-41.1K) YoY +8.20% (+828)	All Managers (Combined)	$551.9K	0.5% ($551.9K/$111.4M)	QoQ -78.88% (-$2.1M) YoY +8.60% (+$43.7K)
(SCHGcusip808524300)	21.4K	QoQ -0.32% (-70) YoY +289.70% (+15.9K)	All Managers (Combined)	$536.6K	0.5% ($536.6K/$111.4M)	QoQ -10.44% (-$62.6K) YoY +5.24% (+$26.7K)
HUBSPOT INC(HUBScusip443573100)	845	QoQ -0.23% (-2) YoY +54.47% (+298)	All Managers (Combined)	$482.7K	0.4% ($482.7K/$111.4M)	QoQ -18.20% (-$107.4K) YoY +40.85% (+$140.0K)
(VBcusip922908751)	2.2K	QoQ +10.72% (+209) YoY +36.77% (+580)	All Managers (Combined)	$478.3K	0.4% ($478.3K/$111.4M)	QoQ +2.19% (+$10.3K) YoY +32.69% (+$117.9K)
CHEVRON CORP(CVXcusip166764100)	2.8K	QoQ +62.67% (+1.1K) YoY NEW(+2.8K)	All Managers (Combined)	$463.7K	0.4% ($463.7K/$111.4M)	QoQ +87.89% (+$216.9K) YoY NEW(+$463.7K)
WASTE MANAGEMENT INC(WMcusip94106L109)	2.0K	QoQ -0.45% (-9) YoY +2.33% (+45)	All Managers (Combined)	$457.4K	0.4% ($457.4K/$111.4M)	QoQ +14.20% (-$56.9K) YoY +11.12% (+$45.8K)
Atlassian Corp(TEAMcusip049468101)	2.1K	QoQ 0.00% (-0) YoY -28.93% (-857)	All Managers (Combined)	$446.7K	0.4% ($446.7K/$111.4M)	QoQ -12.80% (-$65.6K) YoY -22.70% (-$131.2K)
UPWORK, INC(UPWKcusip91688F104)	33.8K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$441.3K	0.4% ($441.3K/$111.4M)	QoQ -20.18% (-$111.6K) YoY +6.44% (+$26.7K)
(cusip381430529)✕	4.2K	QoQ -62.91% (-7.1K) YoY -49.36% (-4.1K)	All Managers (Combined)	$418.2K	0.4% ($418.2K/$111.4M)	QoQ -62.81% (-$706.4K) YoY -49.72% (-$413.6K)
Interactive Brokers Group, Inc.(IBKRcusip45841N107)	2.5K	QoQ -6.62% (-178) YoY -6.27% (-168)	All Managers (Combined)	$415.6K	0.4% ($415.6K/$111.4M)	QoQ -12.47% (-$59.3K) YoY +38.93% (-$116.5K)
Cloudflare, Inc.(NETcusip18915M107)	3.5K	QoQ 0.00% (+0) YoY -14.26% (-590)	All Managers (Combined)	$399.5K	0.4% ($399.5K/$111.4M)	QoQ +4.65% (+$17.8K) YoY -0.22% (-$906)
(VTVcusip922908744)	2.3K	QoQ -0.04% (-1) YoY NEW(+2.3K)	All Managers (Combined)	$398.2K	0.4% ($398.2K/$111.4M)	QoQ +1.98% (-$7.8K) YoY NEW(+$398.2K)
Accenture plc(ACNcusipG1151C101)	1.3K	QoQ +6.80% (-81) YoY NEW(+1.3K)	All Managers (Combined)	$396.9K	0.4% ($396.9K/$111.4M)	QoQ -5.26% (-$22.1K) YoY NEW(+$396.9K)
DOCUSIGN, INC.(DOCUcusip256163106)	4.8K	QoQ +14.02% (+595) YoY +27.63% (+1.0K)	All Managers (Combined)	$393.6K	0.4% ($393.6K/$111.4M)	QoQ +3.20% (+$12.2K) YoY +74.46% (+$168.0K)