StockDriftsStockDriftsTop 50 Synergy Asset Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BIL | SPDR SERIES TRUST | 10.17% | 1.04M | $95.8M | +81.27%(+468.50K) | $91.62(-0.20%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 5.65% | 143.7K | $53.2M | -16.29%(-27.97K) | $471.75(-17.22%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 5.28% | 285.0K | $49.7M | -18.01%(-62.59K) | $151.61(+28.51%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.27% | 158.3K | $40.2M | -14.10%(-25.99K) | $205.85(+49.93%) | 2026-03-31 | |
| SGOV | ISHARES TR | 4.13% | 386.4K | $38.9M | -7.78%(-32.62K) | $100.65(-0.21%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.31% | 108.4K | $31.2M | -1.23%(-1.35K) | $157.99(+127.80%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.31% | 149.6K | $31.2M | +2.14%(+3.13K) | $177.14(+36.99%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 2.76% | 84.0K | $26.0M | +39.69%(+23.87K) | $235.09(+53.33%) | 2026-03-31 | |
| META | META PLATFORMS INC | 2.63% | 43.2K | $24.7M | -8.83%(-4.19K) | $662.56(-12.02%) | 2026-03-31 | |
| ORKA | ORUKA THERAPEUTICS INC | 2.48% | 476.2K | $23.4M | +3.76%(+17.25K) | $25.31(+236.66%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.18% | +56.84% |
| Top 20 Holdings Unweighted | +19.94% | +72.54% |
Sign up free to track Synergy Asset Management, LLC, compare funds side by side, and get alerts the moment positions change.