SYNERGY ASSET MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | IRDM | 1.32M | $39.96M |
 | CFG | 1.14M | $60.43M |
 | KO | 1.11M | $75.12M |
 | NVDA | 1.05M | $180.15M |
 | AMCR | 933K | $7.63M |
 | NEM | 653K | $38.03M |
 | MSFT | 618K | $313.37M |
 | DOCS | 605K | $37.08M |
 | CORT | 507K | $39.61M |
 | BSX | 493K | $48.30M |
 | AXS | 352K | $33.73M |
 | AAPL | 328K | $83.50M |
 | BGC | 307K | $2.99M |
 | MDT | 258K | $22.47M |
 | AMZN | 258K | $56.60M |
 | CSCO | 258K | $17.71M |
 | RITM | 248K | $2.82M |
 | VZ | 244K | $10.64M |
 | GOOGL | 243K | $59.10M |
 | WTRG | 234K | $9.06M |
Iridium Communications Inc.
IRDM
Shares Held
1.32M
Value
$39.96M
Citizens Financial Group, Inc.
CFG
Shares Held
1.14M
Value
$60.43M
The Coca-Cola Company
KO
Shares Held
1.11M
Value
$75.12M
NVIDIA Corporation
NVDA
Shares Held
1.05M
Value
$180.15M
Amcor plc
AMCR
Shares Held
933K
Value
$7.63M
Newmont Corporation
NEM
Shares Held
653K
Value
$38.03M
Microsoft Corporation
MSFT
Shares Held
618K
Value
$313.37M
Doximity, Inc.
DOCS
Shares Held
605K
Value
$37.08M
Corcept Therapeutics Incorporated
CORT
Shares Held
507K
Value
$39.61M
Boston Scientific Corporation
BSX
Shares Held
493K
Value
$48.30M
AXIS Capital Holdings Limited
AXS
Shares Held
352K
Value
$33.73M
Apple Inc.
AAPL
Shares Held
328K
Value
$83.50M
BGC Group, Inc
BGC
Shares Held
307K
Value
$2.99M
Medtronic plc
MDT
Shares Held
258K
Value
$22.47M
Amazon.com, Inc.
AMZN
Shares Held
258K
Value
$56.60M
Cisco Systems, Inc.
CSCO
Shares Held
258K
Value
$17.71M
Rithm Capital Corp.
RITM
Shares Held
248K
Value
$2.82M
Verizon Communications Inc.
VZ
Shares Held
244K
Value
$10.64M
Alphabet Inc.
GOOGL
Shares Held
243K
Value
$59.10M
Essential Utilities, Inc.
WTRG
Shares Held
234K
Value
$9.06M