Financial Synergies Wealth Advisors, Inc. historic quarter change: USA ETF, New
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 29 quarters from 2019-03-31 to 2026-06-30, Financial Synergies Wealth Advisors, Inc. opened 210 positions, added to 930, reduced 673 and sold out of 159.
- Q2 2026: Stock HIMU; Country of operation —; Class ISH HIG MUN ETF; Shares before 0.
- Q2 2026: Stock SLYV; Country of operation —; Class ST STR SP600SM C; Shares before 0.
- Q2 2026: Stock DFAC; Country of operation —; Class US COR EQU 2 ETF; Shares before 0.
- Q2 2026: Stock SPSM; Country of operation —; Class ST STR SP600 SML; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2017868), 29 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-17); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-14); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-06); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-27); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-29); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-30); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-28); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-07); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-23); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-12); Q4 2023 (2023-09-30 to 2023-12-31, filed 2024-04-04); Q3 2023 (2023-06-30 to 2023-09-30, filed 2024-04-04); Q2 2023 (2023-03-31 to 2023-06-30, filed 2024-04-04); Q1 2023 (2022-12-31 to 2023-03-31, filed 2024-04-04); Q4 2022 (2022-09-30 to 2022-12-31, filed 2024-04-04); Q3 2022 (2022-06-30 to 2022-09-30, filed 2024-04-04); Q2 2022 (2022-03-31 to 2022-06-30, filed 2024-04-04); Q1 2022 (2021-12-31 to 2022-03-31, filed 2024-04-05); Q4 2021 (2021-09-30 to 2021-12-31, filed 2024-04-05); Q3 2021 (2021-06-30 to 2021-09-30, filed 2024-04-05); Q2 2021 (2021-03-31 to 2021-06-30, filed 2024-04-05); Q1 2021 (2020-12-31 to 2021-03-31, filed 2024-04-05); Q4 2020 (2020-09-30 to 2020-12-31, filed 2024-04-05); Q3 2020 (2020-06-30 to 2020-09-30, filed 2024-04-05); Q2 2020 (2020-03-31 to 2020-06-30, filed 2024-04-05); Q1 2020 (2019-12-31 to 2020-03-31, filed 2024-04-05); Q4 2019 (2019-09-30 to 2019-12-31, filed 2024-04-05); Q3 2019 (2019-06-30 to 2019-09-30, filed 2024-04-05); Q2 2019 (2019-03-31 to 2019-06-30, filed 2024-04-05). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2022-06-30.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Apriem Advisors | United States | $1.048B | 186 |
| AMERICAN NATIONAL BANK & TRUST | United States | $1.048B | 615 |
| Long Pond Capital, LP | United States | $1.047B | 33 |
| WAYCROSS PARTNERS, LLC | United States | $1.047B | 76 |
| Randolph Co Inc | United States | $1.047B | 43 |
| Asset Advisors Investment Management, LLC | United States | $1.049B | 106 |
| TRUE Private Wealth Advisors | United States | $1.049B | 266 |
| Compass Ion Advisors, LLC | United States | $1.049B | 398 |
| Hudson Way Capital Management LLC | United States | $1.046B | 16 |
| LVW Advisors, LLC | United States | $1.050B | 436 |