Chief Compliance Officer

0001699080-24-000001.txt : 20240119 0001699080-24-000001.hdr.sgml : 20240119 20240119145602 ACCESSION NUMBER: 0001699080-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240119 DATE AS OF CHANGE: 20240119 EFFECTIVENESS DATE: 20240119 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Synergy Asset Management, LLC CENTRAL INDEX KEY: 0001699080 ORGANIZATION NAME: 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: 24545290 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 12-31-2023 12-31-2023 Synergy Asset Management, LLC

13231 SE 36TH STREET #215 BELLEVUE WA 98006

13F HOLDINGS REPORT 028-20757 000117201 801-64132 N Todd Jessup Chief Compliance Officer 2063865455 Todd Jessup Bellevue WA 01-19-2024 0 140 558336616 false INFORMATION TABLE 2 SAM13F12312023.xml 3M CO COM 88579Y101 229900 2103 SH SOLE 0 0 2103 ABBOTT LABS COM 002824100 3374967 30662 SH SOLE 0 0 30662 ADVANCED MICRO DEVICES INC COM 007903107 3641027 24700 SH SOLE 0 0 24700 AIR PRODS & CHEMS INC COM 009158106 1054404 3851 SH SOLE 0 0 3851 ALPHABET INC CAP STK CL A 02079K305 16468194 117891 SH SOLE 0 0 117891 ALTRIA GROUP INC COM 02209S103 4621157 114555 SH SOLE 0 0 114555 AMAZON COM INC COM 023135106 18388083 121022 SH SOLE 0 0 121022 AMERICAN CENTY ETF TR QUALITY DIVRSFED 025072406 297188 6398 SH SOLE 0 0 6398 AMERICAN CENTY ETF TR US SML CP VALU 025072877 3168414 35283 SH SOLE 0 0 35283 APPLE INC COM 037833100 16068648 83460 SH SOLE 0 0 83460 AUTOMATIC DATA PROCESSING IN COM 053015103 626224 2688 SH SOLE 0 0 2688 BANK AMERICA CORP COM 060505104 1835119 54503 SH SOLE 0 0 54503 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