Syntegra Private Wealth Group, LLC

data from 30/09/2025

Capitalization

$ 1.061 B 8.21 %

Average holding period

8 ans

Performance

$ 264.089 M 36.50 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Syntegra Private Wealth Group, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 SPYG SPDR SERIES TRUST 12.81% 135.834 M $ 1299719 2022/12/31 11.963 M $ 9.64 %
2025/09/30 LGLV SPDR SERIES TRUST 12.54% 133.025 M $ 746658 2022/12/31 2.480 M $ 2.03 %
2025/09/30 SPTM SPDR SERIES TRUST 11.46% 121.588 M $ 1507600 2022/12/31 8.916 M $ 7.69 %
2025/09/30 VOO VANGUARD INDEX FDS 7.71% 81.785 M $ 133552 2023/06/30 5.199 M $ 7.81 %
2025/09/30 FENI FIDELITY COVINGTON TRUST 7.57% 80.267 M $ 2275130 2025/03/31 4.200 M $ 6.07 %
2025/09/30 JMEE J P MORGAN EXCHANGE TRADED F 4.90% 51.971 M $ 819349 2024/09/30 3.376 M $ 7.13 %
2025/09/30 JPIE J P MORGAN EXCHANGE TRADED F 4.57% 48.514 M $ 1045340 2022/12/31 89.645 K $ 0.19 %
2025/09/30 QQQM INVESCO EXCH TRADED FD TR II 4.53% 48.096 M $ 194626 2022/12/31 3.862 M $ 8.82 %
2025/09/30 JAAA JANUS DETROIT STR TR 2.96% 31.407 M $ 618500 2024/03/31 18.959 K $ 0.06 %
2025/09/30 QTEC FIRST TR EXCHANGE-TRADED FD 2.62% 27.830 M $ 121207 2022/12/31 2.048 M $ 7.88 %
2025/09/30 QQQ INVESCO QQQ TR 1.83% 19.419 M $ 32345 2022/12/31 1.584 M $ 8.83 %
2025/09/30 SPHY SPDR SERIES TRUST 1.77% 18.792 M $ 784973 2023/06/30 110.305 K $ 0.59 %
2025/09/30 USMV ISHARES TR 1.72% 18.203 M $ 191324 2022/12/31 253.616 K $ 1.35 %
2025/09/30 AAPL APPLE INC 1.33% 14.098 M $ 55368 2022/12/31 2.687 M $ 24.11 %
2025/09/30 SPSM SPDR SERIES TRUST 1.09% 11.509 M $ 248473 2024/09/30 948.198 K $ 8.73 %
2025/09/30 HYMB SPDR SERIES TRUST 0.99% 10.489 M $ 420733 2022/12/31 63.957 K $ 0.61 %
2025/09/30 JMUB J P MORGAN EXCHANGE TRADED F 0.97% 10.306 M $ 204197 2024/03/31 163.978 K $ 1.67 %
2025/09/30 NEAR ISHARES U S ETF TR 0.82% 8.655 M $ 168784 2022/12/31 7.595 K $ 0.35 %
2025/09/30 BX BLACKSTONE INC 0.74% 7.802 M $ 45666 2023/06/30 970.465 K $ 14.22 %
2025/09/30 MSFT MICROSOFT CORP 0.73% 7.744 M $ 14951 2022/12/31 302.595 K $ 4.13 %
2025/09/30 SPMD SPDR SERIES TRUST 0.62% 6.613 M $ 115637 2022/12/31 340.032 K $ 5.17 %
2025/09/30 BUFB INNOVATOR ETFS TRUST 0.60% 6.404 M $ 179171 2023/03/31 286.873 K $ 5.49 %
2025/09/30 VTI VANGUARD INDEX FDS 0.60% 6.394 M $ 19484 2022/12/31 472.292 K $ 7.98 %
2025/09/30 NVDA NVIDIA CORPORATION 0.59% 6.208 M $ 33274 2022/12/31 908.247 K $ 18.10 %
2025/09/30 SPLG SPDR SERIES TRUST 0.52% 5.553 M $ 70884 2022/12/31 398.409 K $ 7.77 %
2025/09/30 JMST J P MORGAN EXCHANGE TRADED F 0.51% 5.422 M $ 106229 2025/03/31 7.033 K $ 0.24 %
2025/09/30 GSUS GOLDMAN SACHS ETF TR 0.47% 4.973 M $ 53819 2025/03/31 372.139 K $ 7.98 %
2025/09/30 MDYG SPDR SERIES TRUST 0.41% 4.326 M $ 47251 2022/12/31 234.181 K $ 5.40 %
2025/09/30 AVGO BROADCOM INC 0.39% 4.183 M $ 12680 2022/12/31 689.807 K $ 19.68 %
2025/09/30 AMZN AMAZON COM INC 0.39% 4.130 M $ 18810 2022/12/31 3.265 K $ 0.08 %
2025/09/30 SUB ISHARES TR 0.37% 3.950 M $ 36991 2025/03/31 7.504 K $ 0.41 %
2025/09/30 WST WEST PHARMACEUTICAL SVSC INC 0.37% 3.871 M $ 14756 2022/12/31 642.328 K $ 19.89 %
2025/09/30 IBDU ISHARES TR 0.35% 3.727 M $ 158792 2025/06/30 16.120 K $ 0.60 %
2025/09/30 V VISA INC 0.33% 3.548 M $ 10393 2022/12/31 -139.734 K $ -3.85 %
2025/09/30 ABBV ABBVIE INC 0.33% 3.470 M $ 14986 2022/12/31 679.202 K $ 24.74 %
2025/09/30 MCO MOODYS CORP 0.31% 3.329 M $ 6987 2022/12/31 -175.443 K $ -5.01 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.24% 2.584 M $ 8191 2022/12/31 205.129 K $ 8.80 %
2025/09/30 WMT WALMART INC 0.24% 2.584 M $ 25069 2022/12/31 129.111 K $ 5.40 %
2025/09/30 SPLV INVESCO EXCH TRADED FD TR II 0.23% 2.486 M $ 33836 2022/12/31 22.520 K $ 0.91 %
2025/09/30 GSIE GOLDMAN SACHS ETF TR 0.19% 2.050 M $ 49861 2025/03/31 72.298 K $ 3.66 %
2025/09/30 IVW ISHARES TR 0.19% 2.001 M $ 16576 2022/12/31 175.261 K $ 9.65 %
2025/09/30 GOOGL ALPHABET INC 0.18% 1.886 M $ 7758 2022/12/31 479.190 K $ 37.94 %
2025/09/30 TJUL INNOVATOR ETFS TRUST 0.17% 1.841 M $ 62862 2023/09/30 36.786 K $ 2.09 %
2025/09/30 QUAL ISHARES TR 0.16% 1.744 M $ 8968 2022/12/31 110.539 K $ 6.39 %
2025/09/30 ABT ABBOTT LABS 0.16% 1.743 M $ 13014 2022/12/31 -27.005 K $ -1.52 %
2025/09/30 ICOW PACER FDS TR 0.16% 1.737 M $ 47693 2023/12/31 121.263 K $ 7.02 %
2025/09/30 BA BOEING CO 0.15% 1.607 M $ 7446 2022/12/31 46.966 K $ 3.01 %
2025/09/30 DVY ISHARES TR 0.15% 1.585 M $ 11153 2022/12/31 108.479 K $ 7.00 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.14% 1.457 M $ 5163 2022/12/31 -62.191 K $ -4.28 %
2025/09/30 GSLC GOLDMAN SACHS ETF TR 0.14% 1.452 M $ 11143 2025/03/31 98.843 K $ 7.33 %
2025/09/30 MA MASTERCARD INCORPORATED 0.13% 1.365 M $ 2399 2022/12/31 15.924 K $ 1.22 %
2025/09/30 HD HOME DEPOT INC 0.13% 1.356 M $ 3348 2022/12/31 131.841 K $ 10.51 %
2025/09/30 META META PLATFORMS INC 0.13% 1.337 M $ 1820 2023/12/31 -6.436 K $ -0.50 %
2025/09/30 XTEN BONDBLOXX ETF TRUST 0.12% 1.315 M $ 28194 2025/06/30 9.838 K $ 1.02 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.12% 1.307 M $ 2600 2022/12/31 42.730 K $ 3.49 %
2025/09/30 GSSC GOLDMAN SACHS ETF TR 0.12% 1.281 M $ 17104 2025/06/30 107.413 K $ 9.15 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.12% 1.254 M $ 1882 2022/12/31 90.908 K $ 7.82 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.12% 1.247 M $ 8116 2022/12/31 -49.425 K $ -3.56 %
2025/09/30 AEE AMEREN CORP 0.11% 1.181 M $ 11310 2022/12/31 105.058 K $ 8.68 %
2025/09/30 FMB FIRST TR EXCH TRADED FD III 0.11% 1.162 M $ 22919 2022/12/31 21.423 K $ 1.77 %
2025/09/30 JEPI J P MORGAN EXCHANGE TRADED F 0.10% 1.112 M $ 19471 2024/03/31 4.800 K $ 0.44 %
2025/09/30 IBIT ISHARES BITCOIN TRUST ETF 0.10% 1.052 M $ 16186 2025/09/30 0.000 $ 0.00 %
2025/09/30 LLY ELI LILLY & CO 0.10% 1.045 M $ 1369 2024/12/31 -21.670 K $ -2.12 %
2025/09/30 MEAR ISHARES U S ETF TR 0.10% 1.038 M $ 20552 2025/06/30 2.734 K $ 0.48 %
2025/09/30 TSLA TESLA INC 0.09% 966.377 K $ 2173 2023/03/31 253.611 K $ 40.00 %
2025/09/30 MRGR PROSHARES TR 0.09% 950.182 K $ 22016 2024/03/31 25.758 K $ 2.79 %
2025/09/30 T AT&T INC 0.09% 921.704 K $ 32638 2022/12/31 -23.389 K $ -2.42 %
2025/09/30 MSTR STRATEGY INC 0.09% 908.954 K $ 2821 2024/12/31 -214.646 K $ -20.29 %
2025/09/30 PFFD GLOBAL X FDS 0.08% 875.399 K $ 45054 2024/12/31 25.263 K $ 3.19 %
2025/09/30 XMHQ INVESCO EXCHANGE TRADED FD T 0.08% 811.496 K $ 7731 2024/03/31 1.381 M $ 6.84 %
2025/09/30 HYD VANECK ETF TRUST 0.08% 808.699 K $ 15888 2023/12/31 4.034 K $ 1.37 %
2025/09/30 MUB ISHARES TR 0.07% 759.913 K $ 7136 2022/12/31 14.807 K $ 1.92 %
2025/09/30 MCD MCDONALDS CORP 0.07% 759.448 K $ 2499 2022/12/31 27.881 K $ 4.01 %
2025/09/30 XTN SPDR SERIES TRUST 0.07% 733.352 K $ 8746 2022/12/31 29.600 K $ 4.16 %
2025/09/30 GOOG ALPHABET INC 0.07% 704.129 K $ 2891 2023/06/30 189.614 K $ 37.30 %
2025/09/30 DYNF BLACKROCK ETF TRUST 0.06% 683.701 K $ 11549 2024/03/31 47.338 K $ 8.70 %
2025/09/30 FLRT PACER FDS TR 0.06% 682.653 K $ 14405 2025/09/30 0.000 $ 0.00 %
2025/09/30 ORCL ORACLE CORP 0.06% 678.607 K $ 2413 2024/06/30 146.632 K $ 28.63 %
2025/09/30 GEM GOLDMAN SACHS ETF TR 0.06% 665.936 K $ 16350 2025/03/31 57.551 K $ 9.46 %
2025/09/30 VTV VANGUARD INDEX FDS 0.06% 658.838 K $ 3533 2022/12/31 39.117 K $ 5.52 %
2025/09/30 UNP UNION PAC CORP 0.06% 656.636 K $ 2778 2022/12/31 17.762 K $ 2.73 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.06% 634.078 K $ 1836 2022/12/31 57.027 K $ 10.68 %
2025/09/30 JEPQ J P MORGAN EXCHANGE TRADED F 0.06% 619.178 K $ 10765 2025/06/30 30.201 K $ 5.74 %
2025/09/30 CBSH COMMERCE BANCSHARES INC 0.06% 610.389 K $ 10214 2022/12/31 -24.615 K $ -3.88 %
2025/09/30 ACWI ISHARES TR 0.06% 606.044 K $ 4384 2022/12/31 42.261 K $ 7.50 %
2025/09/30 COP CONOCOPHILLIPS 0.06% 598.818 K $ 6331 2024/06/30 29.822 K $ 5.40 %
2025/09/30 CFO VICTORY PORTFOLIOS II 0.06% 591.726 K $ 8019 2022/12/31 20.047 K $ 3.51 %
2025/09/30 INNOVATOR ETFS TRUST 0.05% 582.503 K $ 20353 2024/09/30 14.450 K $ 2.54 %
2025/09/30 ESGU ISHARES TR 0.05% 574.683 K $ 3947 2022/12/31 38.027 K $ 7.61 %
2025/09/30 IJH ISHARES TR 0.05% 563.606 K $ 8636 2022/12/31 28.589 K $ 5.22 %
2025/09/30 VUG VANGUARD INDEX FDS 0.05% 558.266 K $ 1164 2023/06/30 47.968 K $ 9.40 %
2025/09/30 LRCX LAM RESEARCH CORP 0.05% 550.999 K $ 4115 2024/12/31 149.896 K $ 37.56 %
2025/09/30 CSCO CISCO SYS INC 0.05% 549.167 K $ 8026 2022/12/31 -7.768 K $ -1.38 %
2025/09/30 PSX PHILLIPS 66 0.05% 543.015 K $ 3992 2024/03/31 65.993 K $ 14.01 %
2025/09/30 BSV VANGUARD BD INDEX FDS 0.05% 541.165 K $ 6858 2025/06/30 895.000 $ 0.27 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.05% 529.460 K $ 572 2024/06/30 -37.878 K $ -6.50 %
2025/09/30 NOBL PROSHARES TR 0.05% 522.050 K $ 5065 2022/12/31 12.070 K $ 2.35 %
2025/09/30 IVV ISHARES TR 0.05% 518.723 K $ 775 2022/12/31 37.509 K $ 7.80 %
2025/09/30 IT GARTNER INC 0.05% 518.643 K $ 1973 2022/12/31 -319.592 K $ -34.97 %
2025/09/30 TDIV FIRST TR EXCHANGE TRADED FD 0.05% 513.964 K $ 5213 2022/12/31 43.893 K $ 9.34 %