Long-term investor
Synergy Asset Management, LLC @synergyassetmanagementll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001699080).
Record
- Tracked since 2025-06-30 (450 days), 361 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +10.5% · 1 year n/a · all +3.6%
- Max drawdown n/a · win rate 66% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- MSFT · 6.5% · long · since 2025-06-30
- NVDA · 6.2% · long · since 2025-06-30
- ABBV · 4.3% · long · since 2025-06-30
- GOOGL · 4.0% · long · since 2025-06-30
- AMZN · 3.9% · long · since 2025-06-30
- AAPL · 3.7% · long · since 2025-06-30
- 46436E718 · 3.6% · long · since 2025-06-30
- ORKA · 3.2% · long · since 2025-12-31
- V · 3.0% · long · since 2025-06-30
- APH · 2.8% · long · since 2026-03-31
- BAC · 2.7% · long · since 2025-06-30
- META · 2.7% · long · since 2025-06-30