Long-term investor
Synergy Financial Group, LTD @synergyfinancialgroupltd
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001905669).
Record
- Tracked since 2025-06-30 (449 days), 100 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +5.0% · 1 year n/a · all -4.2%
- Max drawdown n/a · win rate 28% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 8.2% · long · since 2025-06-30
- AMZN · 6.9% · long · since 2025-06-30
- MSFT · 5.7% · long · since 2025-06-30
- AAPL · 4.8% · long · since 2025-06-30
- 02079K107 · 4.4% · long · since 2025-06-30
- SHOP · 4.2% · long · since 2025-06-30
- 922908363 · 3.6% · long · since 2025-06-30
- 74933W601 · 2.8% · long · since 2025-06-30
- META · 2.8% · long · since 2025-06-30
- 92204A702 · 2.7% · long · since 2025-06-30
- 040413205 · 2.6% · long · since 2025-06-30
- TSLA · 2.6% · long · since 2025-06-30