Synergy Financial Group, LTD Diversified Active

CIK: 0001905669 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Nov 1, 2022

Total Value ($000): $66,727 (100.0% shares, 0.0% debt)

Holdings (88)

AMZN AMAZON COM INC 7.8%
Value ($000) $5,194 Shares 45,969 Est. Cost $127.38 Unrealized -0.8%
MSFT MICROSOFT CORP 7.0%
Value ($000) $4,661 Shares 20,012 Est. Cost $304.57 Unrealized -15.7%
TTD THE TRADE DESK INC 5.6%
Value ($000) $3,755 Shares 62,842 Est. Cost $86.17 Unrealized -34.0%
AAPL APPLE INC 5.1%
Value ($000) $3,411 Shares 24,679 Est. Cost $154.55 Unrealized -0.2%
NVDA NVIDIA CORPORATION 2.9%
Value ($000) $1,949 Shares 16,053 Est. Cost $27.46 Unrealized -42.5%
TSLA TESLA INC 2.8%
Value ($000) $1,868 Shares 7,041 Est. Cost $296.24 Unrealized -5.7%
GOOG ALPHABET INC 2.8%
Value ($000) $1,855 Shares 19,295 Est. Cost $112.51 Unrealized -1.5%
SHOP SHOPIFY INC 2.6%
Value ($000) $1,734 Shares 64,349 Est. Cost $50.57 Unrealized -32.7%
ZS ZSCALER INC 2.3%
Value ($000) $1,568 Shares 9,538 Est. Cost $304.92 Unrealized -46.3%
ARISTA NETWORKS INC 2.2%
Value ($000) $1,501 Shares 13,299 Est. Cost $143.34 Unrealized
META META PLATFORMS INC 2.1%
Value ($000) $1,393 Shares 10,265 Est. Cost $310.64 Unrealized -48.2%
NFLX NETFLIX INC 2.0%
Value ($000) $1,364 Shares 5,792 Est. Cost $63.09 Unrealized -64.8%
CMG CHIPOTLE MEXICAN GRILL INC 2.0%
Value ($000) $1,354 Shares 901 Est. Cost $35.21 Unrealized -12.0%
MELI MERCADOLIBRE INC 1.9%
Value ($000) $1,270 Shares 1,534 Est. Cost $1295.87 Unrealized -33.7%
DIS DISNEY WALT CO 1.8%
Value ($000) $1,200 Shares 12,719 Est. Cost $156.58 Unrealized -33.2%
PAYC PAYCOM SOFTWARE INC 1.7%
Value ($000) $1,122 Shares 3,399 Est. Cost $434.08 Unrealized -22.3%
SBUX STARBUCKS CORP 1.6%
Value ($000) $1,056 Shares 12,533 Est. Cost $98.63 Unrealized -20.6%
ZM ZOOM VIDEO COMMUNICATIONS IN 1.5%
Value ($000) $1,020 Shares 13,860 Est. Cost $215.38 Unrealized -55.8%
CRWD CROWDSTRIKE HLDGS INC 1.5%
Value ($000) $971 Shares 5,890 Est. Cost $228.23 Unrealized -19.9%
MA MASTERCARD INCORPORATED 1.4%
Value ($000) $924 Shares 3,249 Est. Cost $339.91 Unrealized -4.3%
ATLASSIAN CORP PLC 1.3%
Value ($000) $897 Shares 4,258 Est. Cost $342.17 Unrealized
DDOG DATADOG INC 1.3%
Value ($000) $852 Shares 9,597 Est. Cost $168.41 Unrealized -40.2%
ENPH ENPHASE ENERGY INC 1.2%
Value ($000) $832 Shares 3,000 Est. Cost $180.77 Unrealized +49.2%
WD WALKER & DUNLOP INC 1.2%
Value ($000) $828 Shares 9,892 Est. Cost $121.18 Unrealized -24.0%
ABNB AIRBNB INC 1.1%
Value ($000) $742 Shares 7,066 Est. Cost $164.73 Unrealized -32.7%
APPN APPIAN CORP 1.1%
Value ($000) $732 Shares 17,920 Est. Cost $79.93 Unrealized -39.3%
KNSL KINSALE CAP GROUP INC 1.1%
Value ($000) $717 Shares 2,807 Est. Cost $204.41 Unrealized +21.3%
QQQ INVESCO QQQ TR 1.0%
Value ($000) $686 Shares 2,568 Est. Cost $299.83 Unrealized
COST COSTCO WHSL CORP NEW 1.0%
Value ($000) $668 Shares 1,415 Est. Cost $490.59 Unrealized +1.5%
PINS PINTEREST INC 0.9%
Value ($000) $623 Shares 26,738 Est. Cost $44.44 Unrealized -50.6%
LMND LEMONADE INC 0.9%
Value ($000) $618 Shares 29,193 Est. Cost $47.68 Unrealized -52.3%
PYPL PAYPAL HLDGS INC 0.9%
Value ($000) $589 Shares 6,840 Est. Cost $194.66 Unrealized -54.6%
SNOW SNOWFLAKE INC 0.9%
Value ($000) $570 Shares 3,352 Est. Cost $302.93 Unrealized -45.3%
NEE NEXTERA ENERGY INC 0.8%
Value ($000) $565 Shares 7,202 Est. Cost $77.35 Unrealized -0.3%
SVB FINANCIAL GROUP 0.8%
Value ($000) $545 Shares 1,623 Est. Cost $678.51 Unrealized
UPWK UPWORK INC 0.8%
Value ($000) $540 Shares 39,680 Est. Cost $44.20 Unrealized -57.5%
XYZ BLOCK INC 0.8%
Value ($000) $536 Shares 9,755 Est. Cost $200.20 Unrealized -64.6%
OKTA OKTA INC 0.8%
Value ($000) $531 Shares 9,330 Est. Cost $232.25 Unrealized -63.0%
DOCN DIGITALOCEAN HLDGS INC 0.8%
Value ($000) $517 Shares 14,306 Est. Cost $79.09 Unrealized -46.8%
DOCU DOCUSIGN INC 0.8%
Value ($000) $504 Shares 9,431 Est. Cost $219.78 Unrealized -71.5%
VOO VANGUARD INDEX FDS 0.7%
Value ($000) $498 Shares 1,518 Est. Cost $432.87 Unrealized
NKE NIKE INC 0.7%
Value ($000) $491 Shares 5,903 Est. Cost $146.78 Unrealized -30.8%
JD JD.COM INC 0.7%
Value ($000) $487 Shares 9,674 Est. Cost $70.10 Unrealized
WM WASTE MGMT INC DEL 0.7%
Value ($000) $481 Shares 3,004 Est. Cost $150.67 Unrealized +3.9%
WIX WIX COM LTD 0.7%
Value ($000) $474 Shares 6,053 Est. Cost $156.24 Unrealized -55.9%
CRM SALESFORCE INC 0.7%
Value ($000) $444 Shares 3,090 Est. Cost $272.77 Unrealized -38.6%
TWLO TWILIO INC 0.7%
Value ($000) $434 Shares 6,284 Est. Cost $271.58 Unrealized -70.6%
MDB MONGODB INC 0.6%
Value ($000) $415 Shares 2,089 Est. Cost $505.30 Unrealized -42.2%
GOOGL ALPHABET INC 0.6%
Value ($000) $375 Shares 3,920 Est. Cost $110.94 Unrealized -0.8%
SCHG SCHWAB STRATEGIC TR 0.6%
Value ($000) $375 Shares 6,714 Est. Cost $119.33 Unrealized
TDG TRANSDIGM GROUP INC 0.6%
Value ($000) $367 Shares 698 Est. Cost $518.06 Unrealized -3.0%
TSCO TRACTOR SUPPLY CO 0.5%
Value ($000) $354 Shares 1,902 Est. Cost $40.72 Unrealized -9.9%
UPST UPSTART HLDGS INC 0.5%
Value ($000) $350 Shares 16,834 Est. Cost $178.06 Unrealized -84.9%
NOW SERVICENOW INC 0.5%
Value ($000) $333 Shares 883 Est. Cost $127.32 Unrealized -29.3%
ADSK AUTODESK INC 0.5%
Value ($000) $332 Shares 1,775 Est. Cost $286.79 Unrealized -29.5%
VTEB VANGUARD MUN BD FDS 0.5%
Value ($000) $328 Shares 6,823 Est. Cost $48.07 Unrealized
EA ELECTRONIC ARTS INC 0.5%
Value ($000) $326 Shares 2,820 Est. Cost $129.99 Unrealized -4.5%
NET CLOUDFLARE INC 0.5%
Value ($000) $324 Shares 5,864 Est. Cost $129.72 Unrealized -54.2%
AVGO BROADCOM INC 0.5%
Value ($000) $312 Shares 703 Est. Cost $51.79 Unrealized -7.1%
MTN VAIL RESORTS INC 0.5%
Value ($000) $304 Shares 1,410 Est. Cost $328.66 Unrealized -30.8%
HUBS HUBSPOT INC 0.5%
Value ($000) $301 Shares 1,116 Est. Cost $756.48 Unrealized -58.0%
FVRR FIVERR INTL LTD 0.4%
Value ($000) $295 Shares 9,642 Est. Cost $122.28 Unrealized -71.0%
SEDG SOLAREDGE TECHNOLOGIES INC 0.4%
Value ($000) $288 Shares 1,245 Est. Cost $315.73 Unrealized -6.6%
PLNT PLANET FITNESS INC 0.4%
Value ($000) $284 Shares 4,929 Est. Cost $85.31 Unrealized -15.6%
ACTIVISION BLIZZARD INC 0.4%
Value ($000) $283 Shares 3,809 Est. Cost $66.47 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.4%
Value ($000) $280 Shares 4,422 Est. Cost $119.38 Unrealized -28.7%
AMN AMN HEALTHCARE SVCS INC 0.4%
Value ($000) $275 Shares 2,600 Est. Cost $111.02 Unrealized -1.3%
VNQ VANGUARD INDEX FDS 0.4%
Value ($000) $262 Shares 3,268 Est. Cost $80.17 Unrealized
ETSY ETSY INC 0.4%
Value ($000) $257 Shares 2,571 Est. Cost $102.06 Unrealized 0.0%
WDAY WORKDAY INC 0.4%
Value ($000) $257 Shares 1,690 Est. Cost $277.65 Unrealized -43.6%
ALB ALBEMARLE CORP 0.4%
Value ($000) $255 Shares 963 Est. Cost $242.56 Unrealized 0.0%
HAS HASBRO INC 0.4%
Value ($000) $251 Shares 3,724 Est. Cost $80.69 Unrealized -15.8%
RGEN REPLIGEN CORP 0.4%
Value ($000) $245 Shares 1,311 Est. Cost $269.41 Unrealized -21.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $239 Shares 894 Est. Cost $286.41 Unrealized -0.6%
GBIL GOLDMAN SACHS ETF TR 0.4%
Value ($000) $237 Shares 2,374 Est. Cost $99.83 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $231 Shares 2,924 Est. Cost $107.35 Unrealized
INTU INTUIT 0.3%
Value ($000) $231 Shares 596 Est. Cost $601.47 Unrealized -29.7%
IVV ISHARES TR 0.3%
Value ($000) $230 Shares 641 Est. Cost $477.38 Unrealized
SNPS SYNOPSYS INC 0.3%
Value ($000) $226 Shares 741 Est. Cost $337.23 Unrealized +0.4%
TDOC TELADOC HEALTH INC 0.3%
Value ($000) $226 Shares 8,926 Est. Cost $119.52 Unrealized -70.6%
IBKR INTERACTIVE BROKERS GROUP IN 0.3%
Value ($000) $219 Shares 3,425 Est. Cost $15.12 Unrealized 0.0%
UBER UBER TECHNOLOGIES INC 0.3%
Value ($000) $217 Shares 8,188 Est. Cost $27.63 Unrealized 0.0%
KMI KINDER MORGAN INC DEL 0.3%
Value ($000) $215 Shares 12,907 Est. Cost $13.20 Unrealized +11.9%
ISRG INTUITIVE SURGICAL INC 0.3%
Value ($000) $215 Shares 1,149 Est. Cost $344.06 Unrealized -37.6%
GTLS CHART INDS INC 0.3%
Value ($000) $215 Shares 1,164 Est. Cost $185.35 Unrealized 0.0%
ROKU ROKU INC 0.3%
Value ($000) $210 Shares 3,726 Est. Cost $257.36 Unrealized -70.4%
NICE NICE LTD 0.3%
Value ($000) $206 Shares 1,097 Est. Cost $303.56 Unrealized
SKILLZ INC 0.0%
Value ($000) $11 Shares 11,043 Est. Cost $7.45 Unrealized