Synergy Financial Management, LLC 13F Holdings

CIK 02820757 · SEATTLE, WA

As of Sep 30, 2022, Synergy Financial Management, LLC reported 207 positions worth $370.6K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETFBIL—1,008,699$92.4K24.93%
FIRST TRUST ENHANCED SHORT MATURITY ETFFTSM—447,980$26.6K7.17%
MICROSOFT CORPMSFTTechnology51,002 1.9K3.21%
DIREXION SHS ETF TRSPDN—649,630 1.6K3.13%
JPMORGAN ULTRA-SHORT INCOMEJPST—217,417 0.9K2.94%
PROSHARES TRTBF—483,203 0.8K2.91%
ISHARES FLOATING RATE BOND ETFFLOT—210,525 0.6K2.86%
EXXON MOBIL CORPXOMEnergy118,135 0.3K2.78%
FIRST TRUST EXCHANGE-TRADED FUND VFMF—143,854$7.4K2.00%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services27,496$7.3K1.98%
ABRDN SILVER ETF TRUSTSIVR—390,863$7.1K1.93%
WISDOMTREE TRUSDU—239,496$7.1K1.92%
ENTERPRISE PRODUCTS PARTNERS LPEPDEnergy279,241$6.6K1.79%
DIAMONDBACK ENERGY INCFANGEnergy53,878$6.5K1.75%
APPLE INCAAPLTechnology46,714$6.5K1.74%
BROADCOM INCAVGOTechnology13,114$5.8K1.57%
RTX CORPRTXEquity66,348$5.4K1.47%
AMAZON.COM INCAMZNEquity43,419$4.9K1.32%
GARMIN LTDGRMNTechnology55,694$4.5K1.21%
ALPHABET INCGOOGLEquity46,336$4.4K1.20%
THERMO FISHER SCIENTIFIC INCTMOHealthcare8,189$4.2K1.12%
META PLATFORMS INCMETACommunication Services27,387$3.7K1.00%
TRACTOR SUPPLY COTSCOConsumer Cyclical19,961$3.7K1.00%
MONSTER BEVERAGE CORPMNSTConsumer Defensive42,174$3.7K0.99%
BOSTON SCIENTIFIC CORPBSXHealthcare92,995$3.6K0.97%