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Synergy Financial Group Ltd

Portfolio Manager
Synergy Financial Group LTD
Performance
-13.10% (2026 Q1)
AUM (13F)
$133.11M
# of Holdings
123
Performance Rank
Allocation (Top 20)
63.12%

Synergy Financial Group Ltd Holdings Map

Top 50 Synergy Financial Group Ltd Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
NVIDIA CORPORATION
8.12%61.9K$10.8M
-0.31%(-191)
2025-Q1: 66.1K shares2025-Q2: 67.0K shares2025-Q3: 65.3K shares2025-Q4: 62.1K shares2026-Q1: 61.9K shares
$31.23(+621.52%)
2026-03-31
MSFT
MICROSOFT CORP
6.81%24.5K$9.1M
+4.58%(+1.07K)
2025-Q1: 18.7K shares2025-Q2: 19.0K shares2025-Q3: 22.6K shares2025-Q4: 23.4K shares2026-Q1: 24.5K shares
$364.63(+15.71%)
2026-03-31
AMZN
AMAZON COM INC
6.39%40.8K$8.5M
-1.69%(-703)
2025-Q1: 39.8K shares2025-Q2: 40.9K shares2025-Q3: 42.8K shares2025-Q4: 41.5K shares2026-Q1: 40.8K shares
$163.19(+61.86%)
2026-03-31
SHOP
SHOPIFY INC
4.7%52.8K$6.3M
-2.81%(-1.53K)
2025-Q1: 61.7K shares2025-Q2: 64.7K shares2025-Q3: 63.4K shares2025-Q4: 54.3K shares2026-Q1: 52.8K shares
$110.75(-9.46%)
2026-03-31
GOOG
ALPHABET INC
4.42%20.5K$5.9M
-1.61%(-336)
2025-Q1: 19.0K shares2025-Q2: 21.1K shares2025-Q3: 21.6K shares2025-Q4: 20.9K shares2026-Q1: 20.5K shares
$143.44(+174.20%)
2026-03-31
AAPL
APPLE INC
4.35%22.8K$5.8M
+4.58%(+998)
2025-Q1: 21.2K shares2025-Q2: 22.4K shares2025-Q3: 22.0K shares2025-Q4: 21.8K shares2026-Q1: 22.8K shares
$167.70(+79.03%)
2026-03-31
VOO
VANGUARD INDEX FDS
3.28%7.3K$4.4M
+19.06%(+1.17K)
2025-Q1: 6.1K shares2025-Q2: 6.2K shares2025-Q3: 6.0K shares2025-Q4: 6.1K shares2026-Q1: 7.3K shares
$522.51(+30.03%)
2026-03-31
META
META PLATFORMS INC
3.15%7.3K$4.2M
+3.45%(+245)
2025-Q1: 6.7K shares2025-Q2: 7.0K shares2025-Q3: 7.2K shares2025-Q4: 7.1K shares2026-Q1: 7.3K shares
$371.33(+65.41%)
2026-03-31
TSLA
TESLA INC
2.92%10.5K$3.9M
-20.07%(-2.63K)
2025-Q1: 11.9K shares2025-Q2: 13.1K shares2025-Q3: 13.4K shares2025-Q4: 13.1K shares2026-Q1: 10.5K shares
$288.34(+46.44%)
2026-03-31
TMFC
RBB FD INC
2.57%51.9K$3.4M
+3.44%(+1.72K)
2025-Q1: 41.5K shares2025-Q2: 44.1K shares2025-Q3: 50.1K shares2025-Q4: 50.2K shares2026-Q1: 51.9K shares
$56.49(+36.62%)
2026-03-31

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