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Kelly Myers

Synergy Investment Management, Llc

Assets Managed
$305.747M
Holdings
911
Last Quarter
2026 - Q1
Filed Date
27d ago
Growth Rate
8.23%(2Q avg: 8.07%)
Sustained Growth
3 quarters

Portfolio positions

This chart displays the top 10 holdings in Synergy Investment Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 911 positions.

Assets under management

The assets under management (AUM) of Synergy Investment Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 305.747M in assets, with a quarterly growth rate of 8.23% and a 2-quarter average growth rate of 8.07%. The portfolio is managed by Kelly Myers, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -3.06%
7.43%
$22.699M
37,987 shares@ $597.55 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 37.92%
7.42%
$22.66M
34,684 shares@ $653.34 avg price
VUG
Vanguard Growth Etf
Recent Activity
Decreased -12.42%
5.17%
$15.784M
36,135 shares@ $436.81 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Decreased -6.44%
4.21%
$12.852M
220,877 shares@ $58.19 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Decreased -2.01%
4.14%
$12.653M
223,606 shares@ $56.59 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Increased 8.98%
4.05%
$12.379M
126,409 shares@ $97.93 avg price
SPTI
Spdr Port Int Treasury Term
Recent Activity
Increased 8.76%
3.03%
$9.24M
322,411 shares@ $28.67 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Decreased -15.54%
2.89%
$8.828M
126,554 shares@ $69.76 avg price
SPHQ
Invesco S&p 500 Quality Etf
Recent Activity
Increased 8.76%
2.58%
$7.87M
104,658 shares@ $75.2 avg price
CGDV
Cap Group Dividend Value
Recent Activity
Increased 0.84%
2.12%
$6.467M
152,018 shares@ $42.55 avg price

1-10 of 911