Synergy Asset Management, LLC - Q12026 Holdings

Synergy Asset Management, LLC holds 252 stocks with a total portfolio value of $ 941.7M as of Q12026. In Q12026, Synergy Asset Management, LLC added 83 new positions, increased stakes in 90 stocks, reduced 67 holdings, and fully exited 58 positions. The largest holding is Spdr Series Trust (BIL), representing 10.17% of the total portfolio.