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| Happy Holidays!! thanks for using AUM13F!! |
| Synergy Investment Management LLC
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| CRD # | 305961 |
| SEC # | 801-129970 |
| CIK # | 0002053786, 0001699080, 0001905669 |
| AUM | $461.2 M (2025-06-23) |
| Employees | 29 (31% Investors, 69% Brokers) |
| Phone | 321-203-4458 |
| Address | 215 North Westmonte Drive Altamonte Springs, FL 32714 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 78.8 | ||
| Nvidia Corp | 43.7 | ||
| Apple Inc | 32.9 | ||
| Amazon Com Inc | 31.7 | ||
| Alphabet Inc | 30.1 | ||
| Tesla Motors Inc | 28.5 | ||
| Facebook Inc | 27.4 | ||
| Broadcom Inc | 24.6 | ||
| Coca Cola Co | 23.7 | ||
| AXIS Capital Holdings Ltd | 22.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 738 | 149.3 |
| (b) Individuals (high net worth individuals) | 334 | 296.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.4 |
| (h) Charitable organizations | 0 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 14.6 |
| (n) Other | 0 | 0.0 |
| Total | 2,070 | 461.2 |
| By Discretionary | ||
| Discretionary | 1,928 | 453.8 |
| Non-Discretionary | 142 | 7.4 |
| Total | 2,070 | 461.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 461.2 | |
| Total | 2,070 | 461.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001699080] | |
| 13F-HR | [0001905669] | |
| 13F-HR | [0002053786] |
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