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Portfolio (Quarterly) Guide ↗

Synergy Asset Management, LLC

· CIK 0001699080
13F Portfolio $942M AUM 252 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 84 New 88 Added 64 Reduced 59 Exited
Page 3 of 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VWO VANGUARD INTL EQUITY INDEX F 18,641.0 $1.0M 0.11% +4K +31.7% $54.05 +7.5%
42 DFUS DIMENSIONAL ETF TRUST 13,925.0 $987K 0.10% +4K +35.5% $70.91 +12.5%
43 VIG VANGUARD SPECIALIZED FUNDS 4,384.0 $943K 0.10% +721.0 +19.7% $215.06 +6.5%
44 VTV VANGUARD INDEX FDS 3,937.0 $772K 0.08% +2K +131.2% $196.20 +5.5%
45 NEE NEXTERA ENERGY INC Utilities 8,284.0 $769K 0.08% +561.0 +7.3% $92.88 -2.6%
46 PICK ISHARES INC 13,028.0 $737K 0.08% +903.0 +7.5% $56.59 +8.6%
47 OR OR ROYALTIES INC. Basic Materials 18,330.0 $697K 0.07% +713.0 +4.0% $38.02 -6.7%
48 IYZ ISHARES TR 17,365.0 $683K 0.07% +11K +187.4% $39.32 +9.7%
49 ADP AUTOMATIC DATA PROCESSING IN Industrials 3,345.0 $680K 0.07% +657.0 +24.4% $203.18 +6.2%
50 FCVT FIRST TR EXCHANGE-TRADED FD 14,899.0 $658K 0.07% +4K +41.6% $44.18 +14.1%
51 GOOG ALPHABET INC Communication Services 2,273.0 $652K 0.07% +562.0 +32.9% $286.86 +35.9%
52 VTIP VANGUARD MALVERN FDS 12,961.0 $647K 0.07% +3K +34.4% $49.95 +0.7%
53 BNDX VANGUARD CHARLOTTE FDS 13,224.0 $635K 0.07% +4K +43.1% $48.05 -0.7%
54 FDT FIRST TR EXCH TRD ALPHDX FD 6,902.0 $600K 0.06% +1K +24.1% $86.93 +9.0%
55 MUB ISHARES TR 5,293.0 $562K 0.06% +3K +126.1% $106.15 -0.4%
56 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 15,714.0 $557K 0.06% +233.0 +1.5% $35.44 -4.2%
57 MRK MERCK & CO INC Healthcare 4,609.0 $554K 0.06% +297.0 +6.9% $120.29 -4.8%
58 FGD FIRST TR EXCHANGE-TRADED FD 14,924.0 $477K 0.05% +2K +18.1% $31.93 +4.9%
59 SPHY SPDR SERIES TRUST 19,697.0 $459K 0.05% +2K +11.4% $23.32 -0.2%
60 ES EVERSOURCE ENERGY Utilities 6,593.0 $457K 0.05% +885.0 +15.5% $69.28 -0.1%
Page 3 of 5  ·  88 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 39.3%
Healthcare 12.0%
Communication Services 11.3%
Financial Services 10.2%
Consumer Cyclical 7.4%
Consumer Defensive 6.5%
Industrials 4.5%
Utilities 3.4%
Basic Materials 3.0%
Energy 1.3%