0001699080-23-000005.txt : 20231114 0001699080-23-000005.hdr.sgml : 20231114 20231114101104 ACCESSION NUMBER: 0001699080-23-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231114 DATE AS OF CHANGE: 20231114 EFFECTIVENESS DATE: 20231114 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: 231402364 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 X0202 13F-HR LIVE false false false 0001699080 XXXXXXXX 09-30-2023 09-30-2023 Synergy Asset Management, LLC

13231 SE 36TH STREET #215 BELLEVUE WA 98006

13F HOLDINGS REPORT 028-20757 000117201 801-64132 N Todd Jessup 2063865455 Todd Jessup Bellevue WA 11-14-2023 0 129 504382003 false INFORMATION TABLE 2 SAM13F09302023.xml LINDE PLCSHSG549501031436527 3858 SH SOLE 0 0 3858 ABBOTT LABSCOM0028241002451565 25313 SH SOLE 0 0 25313 ADVANCED MICRO DEVICES INCCOM0079031079444223 91852 SH SOLE 0 0 91852 AIR PRODS & CHEMS INCCOM0091581061074653 3792 SH SOLE 0 0 3792 EA SERIES TRUSTINTL QUAN VALUE02072L2013929435 166577 SH SOLE 0 0 166577 ALPHABET INCCAP STK CL A02079K30510416195 79598 SH SOLE 0 0 79598 ALTRIA GROUP INCCOM02209S1033799362 90353 SH SOLE 0 0 90353 AMAZON COM INCCOM02313510611467241 90208 SH SOLE 0 0 90208 AMEREN CORPCOM0236081023252786 43469 SH SOLE 0 0 43469 APPLE INCCOM03783310018007043 105175 SH SOLE 0 0 105175 AUTOMATIC DATA PROCESSING INCOM053015103579077 2407 SH SOLE 0 0 2407 BANK AMERICA CORPCOM0605051042173977 79400 SH SOLE 0 0 79400 BELPOINTE PREP LLCUNIT RP LTD LB A080694102447783 5225 SH SOLE 0 0 5225 BERKSHIRE HATHAWAY 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