Synergy Investment Management, LLC

13F Portfolio Filings

Most recent 13F: Q4 2024
Location: Altamonte Springs, FL
CIK: 0002053786
All SEC filings: View on sec.gov

Holdings Value

Quarter	Holdings	Value ($000)	Top Holdings	Form Type	Date Filed	Filing ID
Q4 2024	639	232,546	VOO, VUG, IVV, IUSV	13F-HR	2/6/2025	000205378625000001