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Portfolio (Quarterly) Guide ↗

Synergy Asset Management, LLC

· CIK 0001699080
13F Portfolio $1.1B AUM 274 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 87 New 91 Added 85 Reduced 65 Exited
Page 3 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 QMAR FIRST TR EXCHNG TRADED FD VI 32,060.0 $1.2M 0.11% -9K -22.5% $37.23 +1.1%
42 JNJ JOHNSON & JOHNSON Healthcare 4,231.0 $1.1M 0.10% -528.0 -11.1% $253.97 +6.4%
43 EHC ENCOMPASS HEALTH CORP Healthcare 10,591.0 $1.1M 0.10% -5K -34.1% $101.08 +19.0%
44 VOE VANGUARD INDEX FDS 5,291.0 $1.0M 0.10% -550.0 -9.4% $197.60 +5.6%
45 GLD SPDR GOLD TR Financial Services 2,799.0 $1.0M 0.10% -14K -83.7% $368.38 +14.9%
46 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 51,807.0 $978K 0.09% -2K -3.6% $18.87 +21.0%
47 FJAN FIRST TR EXCHNG TRADED FD VI 16,877.0 $930K 0.09% -6K -27.0% $55.09 +2.2%
48 MO ALTRIA GROUP INC Consumer Defensive 12,395.0 $892K 0.08% -48K -79.6% $71.95 -8.1%
49 VIG VANGUARD SPECIALIZED FUNDS 3,644.0 $862K 0.08% -740.0 -16.9% $236.62 +3.1%
50 VWO VANGUARD INTL EQUITY INDEX F 13,955.0 $833K 0.08% -5K -25.1% $59.69 +1.3%
51 GDX VANECK ETF TRUST 10,875.0 $821K 0.08% -283.0 -2.5% $75.45 +36.3%
52 QSPT FIRST TR EXCHNG TRADED FD VI 21,818.0 $760K 0.07% -8K -27.5% $34.84 +1.6%
53 ADP AUTOMATIC DATA PROCESSING IN Industrials 2,712.0 $607K 0.06% -633.0 -18.9% $223.95 +25.4%
54 XME SPDR SERIES TRUST 5,382.0 $575K 0.05% -1K -16.2% $106.93 +11.6%
55 OR OR ROYALTIES INC. Basic Materials 17,880.0 $566K 0.05% -450.0 -2.5% $31.63 +14.1%
56 BUFS FIRST TR EXCHNG TRADED FD VI 22,197.0 $557K 0.05% -4K -14.9% $25.09 +1.1%
57 VTV VANGUARD INDEX FDS 2,438.0 $531K 0.05% -1K -38.1% $217.93 +3.9%
58 NEE NEXTERA ENERGY INC Utilities 5,824.0 $511K 0.05% -2K -29.7% $87.77 -4.7%
59 IEMG ISHARES INC 6,129.0 $508K 0.05% -244.0 -3.8% $82.84 -1.5%
60 PANW PALO ALTO NETWORKS INC Technology 1,482.0 $505K 0.05% -564.0 -27.6% $341.02 +4.9%
Page 3 of 5  ·  85 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 35.8%
Financial Services 13.6%
Healthcare 13.3%
Communication Services 10.2%
Industrials 7.6%
Consumer Cyclical 7.4%
Consumer Defensive 3.5%
Energy 2.7%
Basic Materials 2.3%
Utilities 2.2%