Stock Taper

SYNERGY FINANCIAL GROUP, LTD

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Waste Management, Inc.WM1.78K$396.54K
Salesforce, Inc.CRM1.91K$299.28K
Chevron CorporationCVX2.04K$337.65K
Kinsale Capital Group, Inc.KNSL2.11K$694.58K
Wheaton Precious Metals Corp.WPM2.13K$239.13K
EA ELECTRONIC ARTS INCEA2.37K$485.94K
Roku, Inc.ROKU2.41K$332.64K
Prologis, Inc.PLD2.5K$338.54K
JFrog Ltd.FROG2.5K$227.65K
The New York Times CompanyNYT2.88K$201.54K
Snowflake Inc.SNOW2.91K$740.85K
Cloudflare, Inc.NET3.1K$760.86K
Walmart Inc.WMT3.21K$364.02K
Mastercard IncorporatedMA3.38K$1.74M
Paycom Software, Inc.PAYC3.38K$425.3K
CrowdStrike Holdings, Inc.CRWD3.74K$2.85M
Advanced Micro Devices, Inc.AMD3.79K$2.2M
Bank of America CorporationBAC4.19K$238.73K
Broadcom Inc.AVGO5.03K$1.9M
NextEra Energy, Inc.NEE5.1K$447.71K