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:

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UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:416

Value:$217.9K

% of Portfolio:0.2% ($217.9K/$111.4M)

HERSHEY CO

HSY|427866108

Shares:1.3K

Value:$214.1K

% of Portfolio:0.2% ($214.1K/$111.4M)

808524797

SCHD|808524797

Shares:7.6K

Value:$213.4K

% of Portfolio:0.2% ($213.4K/$111.4M)

GENUINE PARTS CO

GPC|372460105

Shares:1.8K

Value:$213.4K

% of Portfolio:0.2% ($213.4K/$111.4M)

WHIRLPOOL CORP /DE/

WHR|963320106

Shares:2.4K

Value:$213.1K

% of Portfolio:0.2% ($213.1K/$111.4M)

ADOBE INC.

ADBE|00724F101

Shares:548

Value:$210.2K

% of Portfolio:0.2% ($210.2K/$111.4M)

TAKE TWO INTERACTIVE SOFTWARE INC

TTWO|874054109

Shares:990

Value:$205.2K

% of Portfolio:0.2% ($205.2K/$111.4M)

Udemy, Inc.

UDMY|902685106

Shares:19.0K

Value:$147.1K

% of Portfolio:0.1% ($147.1K/$111.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	416	QoQ -4.58% (-20) YoY NEW(+416)	All Managers (Combined)	$217.9K	0.2% ($217.9K/$111.4M)	QoQ -1.21% (-$2.7K) YoY NEW(+$217.9K)
HERSHEY CO(HSYcusip427866108)	1.3K	QoQ NEW(+1.3K) YoY NEW(+1.3K)	All Managers (Combined)	$214.1K	0.2% ($214.1K/$111.4M)	QoQ NEW(+$214.1K) YoY NEW(+$214.1K)
(SCHDcusip808524797)	7.6K	QoQ 0.00% (+0) YoY +182.91% (-4.9K)	All Managers (Combined)	$213.4K	0.2% ($213.4K/$111.4M)	QoQ +2.34% (+$4.9K) YoY -1.90% (-$4.1K)
GENUINE PARTS CO(GPCcusip372460105)	1.8K	QoQ NEW(+1.8K) YoY NEW(+1.8K)	All Managers (Combined)	$213.4K	0.2% ($213.4K/$111.4M)	QoQ NEW(+$213.4K) YoY NEW(+$213.4K)
WHIRLPOOL CORP /DE/(WHRcusip963320106)	2.4K	QoQ NEW(+2.4K) YoY NEW(+2.4K)	All Managers (Combined)	$213.1K	0.2% ($213.1K/$111.4M)	QoQ NEW(+$213.1K) YoY NEW(+$213.1K)
ADOBE INC.(ADBEcusip00724F101)	548	QoQ -2.49% (-14) YoY NEW(+548)	All Managers (Combined)	$210.2K	0.2% ($210.2K/$111.4M)	QoQ -15.90% (-$39.7K) YoY NEW(+$210.2K)
TAKE TWO INTERACTIVE SOFTWARE INC(TTWOcusip874054109)	990	QoQ NEW(+990) YoY NEW(+990)	All Managers (Combined)	$205.2K	0.2% ($205.2K/$111.4M)	QoQ NEW(+$205.2K) YoY NEW(+$205.2K)
Udemy, Inc.(UDMYcusip902685106)	19.0K	QoQ -4.98% (-994) YoY -14.47% (-3.2K)	All Managers (Combined)	$147.1K	0.1% ($147.1K/$111.4M)	QoQ -10.40% (-$17.1K) YoY -39.55% (-$96.3K)