Syntegra-Private-Wealth-Group
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "PLTK", null, null, null, "HUBG", null, "ACN", "ABT", "ABBV", null, null, "GOOGL", null, "T", "CAT", "AVGO", null, null, null, "DUK", null, null, "HON", "HD", null, null, "MCD", null, "UNP", "QCOM", null, null, null, null, "GSIE", null, null, "MUB", "META", null, null, null, null, "IVW", "IJH", null, null, null, null, null, "LRCX", null, "MA", "MSFT", null, "BX", "AMP", "EFG", "ORCL", "PEP", "IEMG", "IVV", "UNH", "AAPL", "SPY", "EFAV", "NVDA", "PFE", "PG", "MRK", "VZ", "AMGN", "MSTR", null, null, null, "SRE", null, null, "SPYG", null, null, null, "SPLG", null, "IBM", "SBUX", "ACWV", null, null, null, null, "VIG", null, "IT", null, "VYM", "AEE", "AMD", "AJG", "WM", "IWP", "GSLC", "AEP", "SGOL", null, null, "AMZN", null, "IVE", null, "VGT", "VUG", "VTEB", "VOO", "VTV", "V", null, "WMT", "WST", null, null, null, null, "DVY", "SO", "PSX", null, null, null, "MTUM", null, "DGRO", "ESGU", null, "ADP", "BAC", "BRK-B", null, "BA", "CVX", "CSCO", "KO", "CBSH", "CMCSA", "COP", "COST", "MCO", "USMV", "NEE", "MAR", "QQQ", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "VTI", "JPM", "QUAL" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-09
- Total Holdings
- 161
- Total Value
- 854990695
- Accession Number
- 0001172661-25-001626
- Form Type
- 13F-HR
- Manager Name
- Syntegra-Private-Wealth-Group
Data Enrichment
61% identified98 identified63 unidentified
Holdings
161 positions • $855.0M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
16.9K | QoQ +1.47% (-247)YoY NEW(+16.9K) | All Managers (Combined) | $87.6K | 0.0% ($87.6K/$855.0M) | YoY NEW(+$87.6K) |