Synergy Financial Group, LTD Diversified Active

CIK: 0001905669 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 4, 2022

Total Value ($000): $63,792 (100.0% shares, 0.0% debt)

Holdings (83)

AMZN AMAZON COM INC 7.3%
Value ($000) $4,657 Shares 43,851 Est. Cost $127.42 Unrealized -1.8%
MSFT MICROSOFT CORP 6.8%
Value ($000) $4,336 Shares 16,883 Est. Cost $313.41 Unrealized -15.9%
AAPL APPLE INC 5.1%
Value ($000) $3,264 Shares 23,873 Est. Cost $154.55 Unrealized -3.8%
TTD THE TRADE DESK INC 4.1%
Value ($000) $2,617 Shares 62,483 Est. Cost $86.17 Unrealized -36.4%
NVDA NVIDIA CORPORATION 3.9%
Value ($000) $2,516 Shares 16,600 Est. Cost $27.46 Unrealized -31.4%
GOOG ALPHABET INC 3.4%
Value ($000) $2,166 Shares 990 Est. Cost $143.45 Unrealized -18.2%
SHOP SHOPIFY INC 3.0%
Value ($000) $1,945 Shares 62,250 Est. Cost $51.13 Unrealized -16.5%
META META PLATFORMS INC 2.4%
Value ($000) $1,549 Shares 9,609 Est. Cost $320.86 Unrealized -40.3%
TSLA TESLA INC 2.4%
Value ($000) $1,523 Shares 2,262 Est. Cost $332.09 Unrealized -17.8%
ZS ZSCALER INC 2.3%
Value ($000) $1,464 Shares 9,795 Est. Cost $304.92 Unrealized -42.0%
ZM ZOOM VIDEO COMMUNICATIONS IN 2.2%
Value ($000) $1,431 Shares 13,250 Est. Cost $220.91 Unrealized -52.3%
ARISTA NETWORKS INC 2.0%
Value ($000) $1,247 Shares 13,299 Est. Cost $143.34 Unrealized
DIS DISNEY WALT CO 1.9%
Value ($000) $1,201 Shares 12,719 Est. Cost $156.58 Unrealized -30.7%
CMG CHIPOTLE MEXICAN GRILL INC 1.9%
Value ($000) $1,182 Shares 904 Est. Cost $35.21 Unrealized -20.9%
QQQ INVESCO QQQ TR 1.6%
Value ($000) $1,040 Shares 3,709 Est. Cost $299.83 Unrealized
NFLX NETFLIX INC 1.6%
Value ($000) $1,013 Shares 5,792 Est. Cost $63.09 Unrealized -64.9%
MA MASTERCARD INCORPORATED 1.5%
Value ($000) $983 Shares 3,117 Est. Cost $340.54 Unrealized -1.0%
CRWD CROWDSTRIKE HLDGS INC 1.5%
Value ($000) $932 Shares 5,531 Est. Cost $231.17 Unrealized -21.7%
MELI MERCADOLIBRE INC 1.4%
Value ($000) $922 Shares 1,448 Est. Cost $1321.79 Unrealized -34.0%
DDOG DATADOG INC 1.4%
Value ($000) $914 Shares 9,597 Est. Cost $168.41 Unrealized -34.7%
WD WALKER & DUNLOP INC 1.4%
Value ($000) $909 Shares 9,440 Est. Cost $122.58 Unrealized -19.3%
SBUX STARBUCKS CORP 1.4%
Value ($000) $898 Shares 11,760 Est. Cost $99.96 Unrealized -29.6%
PAYC PAYCOM SOFTWARE INC 1.4%
Value ($000) $897 Shares 3,202 Est. Cost $440.02 Unrealized -34.3%
APPN APPIAN CORP 1.3%
Value ($000) $849 Shares 17,920 Est. Cost $79.93 Unrealized -37.1%
OKTA OKTA INC 1.3%
Value ($000) $843 Shares 9,330 Est. Cost $232.25 Unrealized -53.5%
UPWK UPWORK INC 1.3%
Value ($000) $830 Shares 40,119 Est. Cost $44.20 Unrealized -55.5%
ATLASSIAN CORP PLC 1.2%
Value ($000) $757 Shares 4,037 Est. Cost $349.37 Unrealized
SVB FINANCIAL GROUP 1.0%
Value ($000) $641 Shares 1,623 Est. Cost $678.51 Unrealized
JD JD.COM INC 1.0%
Value ($000) $621 Shares 9,674 Est. Cost $70.10 Unrealized
XYZ BLOCK INC 1.0%
Value ($000) $607 Shares 9,884 Est. Cost $200.20 Unrealized -54.4%
KNSL KINSALE CAP GROUP INC 0.9%
Value ($000) $586 Shares 2,551 Est. Cost $200.04 Unrealized +9.9%
ENPH ENPHASE ENERGY INC 0.9%
Value ($000) $586 Shares 3,000 Est. Cost $180.77 Unrealized 0.0%
ABNB AIRBNB INC 0.9%
Value ($000) $572 Shares 6,425 Est. Cost $170.11 Unrealized -23.5%
COST COSTCO WHSL CORP NEW 0.9%
Value ($000) $570 Shares 1,190 Est. Cost $489.18 Unrealized -0.9%
NKE NIKE INC 0.9%
Value ($000) $561 Shares 5,491 Est. Cost $150.17 Unrealized -25.9%
NEE NEXTERA ENERGY INC 0.9%
Value ($000) $553 Shares 7,138 Est. Cost $77.35 Unrealized -11.0%
DOCU DOCUSIGN INC 0.8%
Value ($000) $541 Shares 9,431 Est. Cost $219.78 Unrealized -63.2%
LMND LEMONADE INC 0.8%
Value ($000) $533 Shares 29,193 Est. Cost $47.68 Unrealized -55.8%
DOCN DIGITALOCEAN HLDGS INC 0.8%
Value ($000) $528 Shares 12,762 Est. Cost $83.58 Unrealized -46.6%
TWLO TWILIO INC 0.8%
Value ($000) $527 Shares 6,284 Est. Cost $271.58 Unrealized -58.8%
MDB MONGODB INC 0.8%
Value ($000) $525 Shares 2,025 Est. Cost $512.04 Unrealized -38.9%
VOO VANGUARD INDEX FDS 0.8%
Value ($000) $523 Shares 1,509 Est. Cost $432.87 Unrealized
PINS PINTEREST INC 0.8%
Value ($000) $493 Shares 27,148 Est. Cost $44.44 Unrealized -52.9%
CRM SALESFORCE INC 0.8%
Value ($000) $488 Shares 2,954 Est. Cost $277.61 Unrealized -37.1%
UPST UPSTART HLDGS INC 0.8%
Value ($000) $481 Shares 15,202 Est. Cost $194.29 Unrealized -69.3%
WM WASTE MGMT INC DEL 0.7%
Value ($000) $466 Shares 3,048 Est. Cost $150.67 Unrealized -1.8%
PYPL PAYPAL HLDGS INC 0.7%
Value ($000) $428 Shares 6,134 Est. Cost $206.88 Unrealized -58.2%
SNOW SNOWFLAKE INC 0.6%
Value ($000) $406 Shares 2,919 Est. Cost $323.30 Unrealized -51.0%
WIX WIX COM LTD 0.6%
Value ($000) $397 Shares 6,053 Est. Cost $156.24 Unrealized -53.1%
SCHG SCHWAB STRATEGIC TR 0.6%
Value ($000) $394 Shares 6,795 Est. Cost $119.33 Unrealized
NOW SERVICENOW INC 0.6%
Value ($000) $379 Shares 798 Est. Cost $131.29 Unrealized -27.4%
TSCO TRACTOR SUPPLY CO 0.6%
Value ($000) $369 Shares 1,902 Est. Cost $40.72 Unrealized -6.4%
AVGO BROADCOM INC 0.5%
Value ($000) $342 Shares 703 Est. Cost $51.79 Unrealized +1.2%
SEDG SOLAREDGE TECHNOLOGIES INC 0.5%
Value ($000) $341 Shares 1,245 Est. Cost $315.73 Unrealized -13.4%
TDOC TELADOC HEALTH INC 0.5%
Value ($000) $341 Shares 10,268 Est. Cost $119.52 Unrealized -64.5%
AMD ADVANCED MICRO DEVICES INC 0.5%
Value ($000) $338 Shares 4,422 Est. Cost $119.38 Unrealized -21.6%
HUBS HUBSPOT INC 0.5%
Value ($000) $336 Shares 1,116 Est. Cost $756.48 Unrealized -51.7%
PLNT PLANET FITNESS INC 0.5%
Value ($000) $335 Shares 4,929 Est. Cost $85.31 Unrealized -13.4%
TDG TRANSDIGM GROUP INC 0.5%
Value ($000) $325 Shares 606 Est. Cost $520.38 Unrealized -5.7%
FVRR FIVERR INTL LTD 0.5%
Value ($000) $311 Shares 9,029 Est. Cost $128.17 Unrealized -62.9%
MTN VAIL RESORTS INC 0.5%
Value ($000) $307 Shares 1,410 Est. Cost $328.66 Unrealized -25.6%
HAS HASBRO INC 0.5%
Value ($000) $305 Shares 3,724 Est. Cost $80.69 Unrealized -8.4%
ACTIVISION BLIZZARD INC 0.5%
Value ($000) $297 Shares 3,809 Est. Cost $66.47 Unrealized
ADSK AUTODESK INC 0.5%
Value ($000) $289 Shares 1,682 Est. Cost $291.48 Unrealized -34.0%
ROKU ROKU INC 0.4%
Value ($000) $287 Shares 3,488 Est. Cost $269.73 Unrealized -64.1%
AMN AMN HEALTHCARE SVCS INC 0.4%
Value ($000) $285 Shares 2,600 Est. Cost $111.02 Unrealized -10.8%
EA ELECTRONIC ARTS INC 0.4%
Value ($000) $274 Shares 2,249 Est. Cost $131.47 Unrealized -4.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $257 Shares 940 Est. Cost $286.41 Unrealized +9.5%
VT VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $254 Shares 2,981 Est. Cost $107.35 Unrealized
IVV ISHARES TR 0.4%
Value ($000) $243 Shares 641 Est. Cost $477.38 Unrealized
WDAY WORKDAY INC 0.4%
Value ($000) $236 Shares 1,690 Est. Cost $277.65 Unrealized -34.6%
ISRG INTUITIVE SURGICAL INC 0.4%
Value ($000) $231 Shares 1,149 Est. Cost $344.06 Unrealized -31.8%
INTU INTUIT 0.4%
Value ($000) $230 Shares 596 Est. Cost $601.47 Unrealized -32.8%
GOOGL ALPHABET INC 0.4%
Value ($000) $229 Shares 105 Est. Cost $142.94 Unrealized -18.3%
SNPS SYNOPSYS INC 0.4%
Value ($000) $225 Shares 741 Est. Cost $337.23 Unrealized -10.5%
FLGT FULGENT GENETICS INC 0.4%
Value ($000) $224 Shares 4,108 Est. Cost $87.89 Unrealized -37.5%
NET CLOUDFLARE INC 0.3%
Value ($000) $218 Shares 4,976 Est. Cost $142.27 Unrealized -49.4%
UNP UNION PAC CORP 0.3%
Value ($000) $216 Shares 1,011 Est. Cost $214.98 Unrealized -2.9%
KMI KINDER MORGAN INC DEL 0.3%
Value ($000) $216 Shares 12,907 Est. Cost $13.20 Unrealized +16.1%
RGEN REPLIGEN CORP 0.3%
Value ($000) $213 Shares 1,311 Est. Cost $269.41 Unrealized -41.3%
NICE NICE LTD 0.3%
Value ($000) $211 Shares 1,097 Est. Cost $303.56 Unrealized
SCHD SCHWAB STRATEGIC TR 0.3%
Value ($000) $201 Shares 2,807 Est. Cost $80.80 Unrealized
SKILLZ INC 0.0%
Value ($000) $15 Shares 11,735 Est. Cost $7.45 Unrealized