0001699080-22-000005.txt : 20221109 0001699080-22-000005.hdr.sgml : 20221109 20221108173506 ACCESSION NUMBER: 0001699080-22-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221109 DATE AS OF CHANGE: 20221108 EFFECTIVENESS DATE: 20221109 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Synergy Asset Management, LLC CENTRAL INDEX KEY: 0001699080 IRS NUMBER: 912138969 STATE OF INCORPORATION: WA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20757 FILM NUMBER: 221370106 BUSINESS ADDRESS: STREET 1: 13231 SE 36TH STREET #215 CITY: BELLEVUE STATE: WA ZIP: 98006 BUSINESS PHONE: 206-386-5455 MAIL ADDRESS: STREET 1: 13231 SE 36TH STREET #215 CITY: BELLEVUE STATE: WA ZIP: 98006 FORMER COMPANY: FORMER CONFORMED NAME: Synergy Financial Management, LLC DATE OF NAME CHANGE: 20170227 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001699080 XXXXXXXX 09-30-2022 09-30-2022 Synergy Asset Management, LLC

13231 SE 36TH STREET #215 BELLEVUE WA 98006

13F HOLDINGS REPORT 028-20757 N Joe Mass 206-386-5450 Joe Maas Bellevue WA 11-08-2022 0 207 370618 false INFORMATION TABLE 2 SAM13F09302022.xml ACCENTURE PLC IRELANDSHS CLASS AG1151C101238 926 SH SOLE 0 0 926 GARMIN LTDSHSH2906T1094036 50257 SH SOLE 0 0 50257 LYONDELLBASELL INDUSTRIES NSHS - A -N537451002915 38719 SH SOLE 0 0 38719 AGCO CORPCOM001084102825 8581 SH SOLE 0 0 8581 ABBOTT LABSCOM002824100326 3370 SH SOLE 0 0 3370 ABBVIE INCCOM00287Y1092306 17181 SH SOLE 0 0 17181 ABRDN PALLADIUM ETF TRUSTPHYSICAL PALLADM003262102161 801 SH SOLE 0 0 801 ABRDN SILVER ETF TRUSTPHYSCL SILVR SHS0032641086254 342310 SH SOLE 0 0 342310 ADVANCED MICRO DEVICES INCCOM0079031072866 45229 SH SOLE 0 0 45229 ALPHABET INCCAP STK CL A02079K3054075 42600 SH SOLE 0 0 42600 ALTRIA GROUP INCCOM02209S1031975 48901 SH SOLE 0 0 48901 AMAZON COM INCCOM0231351064513 39941 SH SOLE 0 0 39941 APPLE INCCOM0378331005961 43131 SH SOLE 0 0 43131 AUTOMATIC DATA PROCESSING INCOM053015103577 2550 SH SOLE 0 0 2550 BK OF 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