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Thomas A. Burke

@Syntegra Private Wealth Group, Llc

Latest period2024 - Q3ReportedManaged Assets$865.824MTotal holdings152
Assets growth rate10.04%Assets growth rate (2-Q avg)5.81%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Syntegra Private Wealth Group, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 152 positions.

Assets under management

The assets under management (AUM) of Syntegra Private Wealth Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 865.824M in assets, with a quarterly growth rate of 10.04% and a 2-quarter average growth rate of 5.81%. The portfolio is managed by Thomas A. Burke, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
TLTIshares Tr
Recent Activity
Exited
0%
$290,680
3,167 shares@ $91.79 avg price
KLACKla Corp
Recent Activity
Exited
0%
$271,264
329 shares@ $824.52 avg price
INTCIntel Corp
Recent Activity
Exited
0%
$236,345
7,631 shares@ $30.98 avg price
TELTe Connectivity Ltd
Recent Activity
Exited
0%
$236,025
1,569 shares@ $150.44 avg price
BACBank America Corp
Recent Activity
Exited
0%
$226,450
5,694 shares@ $39.77 avg price
XNROXNeuberger Berman Real Estate
Recent Activity
Exited
0%
$45,394
13,490 shares@ $3.37 avg price