Synergy Investment Management, LLC
13F Portfolio Filings
Most recent 13F
Q1 2025
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
Q1 2025
600
239,486
VOO, VUG, IVV, SCHD
13F-HR
4/29/2025
000205378625000003
Q4 2024
639
232,546
VOO, VUG, IVV, IUSV
13F-HR
2/6/2025
000205378625000001