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Value $
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$233M
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Signature - Title
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Christina Duncan - Compliance Consultant
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Location
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Altamonte Springs, FL
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Summary
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This page shows a list of all the recent 13F filings made by Synergy Investment Management, LLC. Form 13F is
required to be filed within 45 days of the end of a calendar quarter. Synergy Investment Management, LLC reported 636 stock holdings with total value $233M as of Q4 2024. Top holdings included VOO, VUG, IVV, IUSV, and SPTI.