StockDriftsStockDriftsTop 50 Synergy Investment Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 7.42% | 38.0K | $22.7M | -3.06%(-1.20K) | $533.78(+27.29%) | 2026-03-31 | |
| IVV | ISHARES TR | 7.41% | 34.7K | $22.7M | +37.92%(+9.54K) | $620.48(+19.66%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 5.16% | 36.1K | $15.8M | -12.42%(-5.12K) | $66.19(+32.08%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 4.2% | 220.9K | $12.9M | -6.44%(-15.21K) | $53.50(+23.88%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 4.14% | 223.6K | $12.7M | -2.02%(-4.60K) | $53.38(+12.17%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 4.05% | 126.4K | $12.4M | +8.97%(+10.41K) | $88.91(+33.13%) | 2026-03-31 | |
| SPTI | SPDR SERIES TRUST | 3.02% | 322.4K | $9.2M | +8.76%(+25.96K) | $28.56(-1.19%) | 2026-03-31 | |
| IEMG | ISHARES INC | 2.89% | 126.6K | $8.8M | -15.55%(-23.30K) | $60.13(+32.21%) | 2026-03-31 | |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 2.57% | 104.7K | $7.9M | +8.75%(+8.42K) | $67.87(+21.68%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP | 2.12% | 152.0K | $6.5M | +0.84%(+1.26K) | $36.07(+32.59%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.11% | +29.89% |
| Top 20 Holdings Unweighted | +10.96% | +36.60% |
Sign up free to track Synergy Investment Management Llc, compare funds side by side, and get alerts the moment positions change.