SYNERGY FINANCIAL GROUP, LTD
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TTD | 76K | $3.71M |
 | NVDA | 65K | $12.18M |
 | SHOP | 63K | $9.43M |
 | AMZN | 43K | $9.39M |
 | CMG | 33K | $1.28M |
 | UPWK | 31K | $576.28K |
 | ANET | 26K | $3.81M |
 | MSFT | 23K | $11.71M |
 | AAPL | 22K | $5.60M |
 | GOOG | 22K | $5.25M |
 | UDMY | 19K | $132.90K |
 | TSLA | 13K | $5.95M |
 | KMI | 12K | $345.10K |
 | LMND | 11K | $563.35K |
 | DIS | 10K | $1.14M |
 | PYPL | 10K | $646.46K |
 | JD | 8K | $293.31K |
 | U | 8K | $335.69K |
 | IBKR | 8K | $550.82K |
 | ABNB | 8K | $965.17K |
The Trade Desk, Inc.
TTD
Shares Held
76K
Value
$3.71M
NVIDIA Corporation
NVDA
Shares Held
65K
Value
$12.18M
Shopify Inc.
SHOP
Shares Held
63K
Value
$9.43M
Amazon.com, Inc.
AMZN
Shares Held
43K
Value
$9.39M
Chipotle Mexican Grill, Inc.
CMG
Shares Held
33K
Value
$1.28M
Upwork Inc.
UPWK
Shares Held
31K
Value
$576.28K
Arista Networks, Inc.
ANET
Shares Held
26K
Value
$3.81M
Microsoft Corporation
MSFT
Shares Held
23K
Value
$11.71M
Apple Inc.
AAPL
Shares Held
22K
Value
$5.60M
Alphabet Inc.
GOOG
Shares Held
22K
Value
$5.25M
Udemy, Inc.
UDMY
Shares Held
19K
Value
$132.90K
Tesla, Inc.
TSLA
Shares Held
13K
Value
$5.95M
Kinder Morgan, Inc.
KMI
Shares Held
12K
Value
$345.10K
Lemonade, Inc.
LMND
Shares Held
11K
Value
$563.35K
The Walt Disney Company
DIS
Shares Held
10K
Value
$1.14M
PayPal Holdings, Inc.
PYPL
Shares Held
10K
Value
$646.46K
JD.com, Inc.
JD
Shares Held
8K
Value
$293.31K
Unity Software Inc.
U
Shares Held
8K
Value
$335.69K
Interactive Brokers Group, Inc.
IBKR
Shares Held
8K
Value
$550.82K
Airbnb, Inc.
ABNB
Shares Held
8K
Value
$965.17K