Synergy Asset Management, LLC

All 13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Bellevue, WA
CIK
0001699080
Alternate names
Synergy Financial Management, LLC
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2023 129 504,382 13F-HR 11/14/2023 000169908023000005 Synergy Asset Management, LLC
Q2 2023 89 404,137 13F-HR 8/2/2023 000169908023000003 Synergy Asset Management, LLC
Q1 2023 113 417,803 13F-HR 5/15/2023 000169908023000002 Synergy Asset Management, LLC
Q4 2022 106 390,370 13F-HR 2/10/2023 000169908023000001 Synergy Asset Management, LLC
Q3 2022 107 370,618 13F-HR 11/8/2022 000169908022000005 Synergy Asset Management, LLC
Q2 2022 95 377,236 13F-HR 8/8/2022 000169908022000003 Synergy Asset Management, LLC
Q1 2022 94 415,350 13F-HR 5/5/2022 000169908022000002 Synergy Asset Management, LLC
Q4 2021 108 420,376 13F-HR 2/4/2022 000169908022000001 Synergy Asset Management, LLC
Q3 2021 93 430,378 13F-HR 11/10/2021 000169908021000006 Synergy Asset Management, LLC
Q2 2021 101 377,126 13F-HR 8/12/2021 000169908021000004 Synergy Financial Management, LLC
Q1 2021 88 333,954 13F-HR 5/17/2021 000169908021000003 Synergy Financial Management, LLC
Q4 2020 73 318,381 13F-HR 2/12/2021 000169908021000001 Synergy Financial Management, LLC