Portfolio (Quarterly)
Guide ↗
Synergy Investment Management, LLC
· CIK 0002053786| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | MOO | VANECK AGRIBUSINESS | — | 110 | $9K | 0.00% | SOLD |
| 22 | IEV | ISHARES TR | — | 120 | $8K | 0.00% | SOLD |
| 23 | NAK | NORTHERN DYNASTY MINERALS LT | Basic Materials | 5,000 | $7K | 0.00% | SOLD |
| 24 | OPCH | OPTION CARE | Healthcare | 250 | $7K | 0.00% | SOLD |
| 25 | FLIN | FRANKLIN TEMPLETON ETF TR | — | 186 | $6K | 0.00% | SOLD |
| 26 | HPE | HEWLETT PACKARD | Technology | 257 | $6K | 0.00% | SOLD |
| 27 | SCHH | SCHWAB STRATEGIC TR | — | 262 | $6K | 0.00% | SOLD |
| 28 | HAUZ | DBX ETF TR | — | 238 | $5K | 0.00% | SOLD |
| 29 | DD | DUPONT DE | Basic Materials | 114 | $5K | 0.00% | SOLD |
| 30 | IYZ | ISHARES U S | — | 125 | $5K | 0.00% | SOLD |
| 31 | APA | APA CORPORATION | Energy | 112 | $5K | 0.00% | SOLD |
| 32 | EMGF | ISHARES INC | — | 73 | $4K | 0.00% | SOLD |
| 33 | IVLU | ISHARES TR | — | 102 | $4K | 0.00% | SOLD |
| 34 | MXI | ISHARES GLOBAL | — | 35 | $4K | 0.00% | SOLD |
| 35 | BOE | BLACKROCK ENHANCED GLOBAL | Financial Services | 338 | $4K | 0.00% | SOLD |
| 36 | PCAR | PACCAR INC | Industrials | 31 | $4K | 0.00% | SOLD |
| 37 | NDSN | NORDSON CORP | Industrials | 13 | $3K | 0.00% | SOLD |
| 38 | JBHT | HUNT J B TRANS SVCS INC | Industrials | 16 | $3K | 0.00% | SOLD |
| 39 | IVZ | INVESCO LTD | Financial Services | 129 | $3K | 0.00% | SOLD |
| 40 | CTRA | COTERRA ENERGY | Energy | 69 | $2K | 0.00% | SOLD |
Sector Allocation
Technology
32.8%
Financial Services
21.6%
Consumer Cyclical
12.2%
Healthcare
9.1%
Industrials
7.4%
Communication Services
7.1%
Consumer Defensive
3.9%
Utilities
2.0%
Energy
2.0%
Real Estate
1.1%