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| Name: |
Financial Synergies Wealth Advisors Inc. |
| City: |
HOUSTON |
| State: |
TX |
| Zip: |
77027 |
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data |
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| Holdings
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69 |
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Closed Positions |
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Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
CAJ |
Canon Inc (ADR) |
526 |
Closed |
$28.47 |
$0 |
0 |
0% |
-1,000 |
-24 |
0 |
Photographic Equipmen... |
|
|
SPCE.U |
Virgin Galactic Holdings Units |
558 |
Closed |
$1.06 |
$0 |
0 |
0% |
0 |
-45 |
0 |
N/A |
|
|
MARA |
Marathon Patent Group Inc |
513 |
Closed |
$20.20 |
$0 |
0 |
0% |
0 |
-1 |
0 |
N/A |
|
|
MUR |
Murphy Oil Corp |
545 |
Closed |
$43.88 |
$0 |
0 |
0% |
0 |
-10 |
0 |
Oil & Gas Refining, P... |
|
|
ALB |
Albemarle Corp |
532 |
Closed |
$127.57 |
$0 |
0 |
0% |
0 |
-1 |
0 |
Synthetics |
|
|
SIVB |
SVB Financial Group |
564 |
Closed |
$0.05 |
$0 |
0 |
0% |
-4,000 |
-17 |
0 |
Domestic Regional Banks |
|
|
JCPB |
Jpmorgan Core Plus Bond Etf |
519 |
Closed |
$0.00 |
$0 |
0 |
0% |
-35,000 |
-769 |
0 |
N/A |
|
|
SIGA |
Siga Technologies Inc |
551 |
Closed |
$8.88 |
$0 |
0 |
0% |
0 |
-38 |
0 |
Drug Manufacturers - ... |
|
|
MU |
Micron Technology Inc |
468 |
Closed |
$127.81 |
$0 |
0 |
0% |
-35,000 |
-700 |
0 |
Semiconductor - Memor... |
|
|
OHI |
Omega Healthcare Investors Inc |
538 |
Closed |
$30.76 |
$0 |
0 |
0% |
0 |
-12 |
0 |
REIT - Healthcare Fac... |
|
|
AVTR |
Avantor, Inc. |
570 |
Closed |
$25.21 |
$0 |
0 |
0% |
-1,000 |
-64 |
0 |
N/A |
|
|
BMRN |
Biomarin Pharmaceutical Inc |
525 |
Closed |
$88.63 |
$0 |
0 |
0% |
0 |
-4 |
0 |
Drug Manufacturers - ... |
|
|
SONO |
Sonos Inc |
557 |
Closed |
$17.24 |
$0 |
0 |
0% |
0 |
-5 |
0 |
N/A |
|
|
DGX |
Quest Diagnostics Inc |
512 |
Closed |
$140.78 |
$0 |
0 |
0% |
0 |
-2 |
0 |
Medical Laboratories ... |
|
|
NHI |
National Health Investors Inc |
544 |
Closed |
$66.65 |
$0 |
0 |
0% |
0 |
-6 |
0 |
REIT - Healthcare Fac... |
|
|
ABCL |
Abcellera Biologics Inc. |
531 |
Closed |
$0.00 |
$0 |
0 |
0% |
-1,000 |
-89 |
0 |
N/A |
|
|
SYNH |
Syneos Health Inc |
563 |
Closed |
$42.98 |
$0 |
0 |
0% |
-1,000 |
-27 |
0 |
N/A |
|
|
KHC |
Kraft Heinz Co |
518 |
Closed |
$35.85 |
$0 |
0 |
0% |
-1,000 |
-22 |
0 |
N/A |
|
|
VNQI |
Vanguard Global Ex-US Real ... |
550 |
Closed |
$42.85 |
$0 |
0 |
0% |
-16,000 |
-376 |
0 |
Closed - End Fund - E... |
|
|
DG |
Dollar General Corp |
467 |
Closed |
$141.06 |
$0 |
0 |
0% |
-1,000 |
-6 |
0 |
Discount, Variety Stores |
|
|
ICL |
Icl Group Inc |
537 |
Closed |
$3.37 |
$0 |
0 |
0% |
-1,000 |
-69 |
0 |
N/A |
|
|
TTC |
Toro Co |
569 |
Closed |
$92.03 |
$0 |
0 |
0% |
-5,000 |
-45 |
0 |
Small Tools & Accesso... |
|
|
ABC |
AmerisourceBergen Corp |
524 |
Closed |
$221.81 |
$0 |
0 |
0% |
-33,000 |
-200 |
0 |
Drugs Wholesale |
|
|
ZUO |
Zuora Inc |
556 |
Closed |
$10.39 |
$0 |
0 |
0% |
0 |
-25 |
0 |
N/A |
|
|
SBAC |
SBA Communications Corp |
511 |
Closed |
$202.36 |
$0 |
0 |
0% |
0 |
-1 |
0 |
Wireless Communications |
|
|
NEE.PP |
Nextera Energy Units Exp 1s... |
543 |
Closed |
$0.00 |
$0 |
0 |
0% |
-10,000 |
-200 |
0 |
N/A |
|
|
ADPT |
Adaptive Biotechnologies Corp |
530 |
Closed |
$3.90 |
$0 |
0 |
0% |
-1,000 |
-129 |
0 |
N/A |
|
|
CENN |
Cenntro Inc |
562 |
Closed |
$1.54 |
$0 |
0 |
0% |
0 |
-4 |
0 |
N/A |
|
|
LHX |
L3harris Technologies Inc |
517 |
Closed |
$222.09 |
$0 |
0 |
0% |
-1,000 |
-3 |
0 |
Communication Equipment |
|
|
VMW |
VMware, Inc. |
549 |
Closed |
$142.48 |
$0 |
0 |
0% |
0 |
-3 |
0 |
Technical & System So... |
|
|
SYY |
SYSCO Corp |
465 |
Closed |
$75.97 |
$0 |
0 |
0% |
0 |
-6 |
0 |
Food Wholesale |
|
|
EL |
Estee Lauder Companies Inc |
536 |
Closed |
$147.36 |
$0 |
0 |
0% |
-2,000 |
-7 |
0 |
Personal Products |
|
|
TRMB |
Trimble Navigation Ltd |
568 |
Closed |
$57.00 |
$0 |
0 |
0% |
-1,000 |
-26 |
0 |
Scientific & Technica... |
|
|
BABA |
Alibaba Group Holding Limited |
523 |
Closed |
$80.99 |
$0 |
0 |
0% |
0 |
-2 |
0 |
N/A |
|
|
TTMI |
TTM Technologies Inc |
555 |
Closed |
$18.39 |
$0 |
0 |
0% |
0 |
-31 |
0 |
Printed Circuit Boards |
|
|
U |
Unity Software Inc. |
510 |
Closed |
$22.38 |
$0 |
0 |
0% |
0 |
-1 |
0 |
N/A |
|
|
RS |
Reliance Steel & Aluminum Co |
542 |
Closed |
$296.56 |
$0 |
0 |
0% |
0 |
-2 |
0 |
Metal Fabrication |
|
|
AN |
AutoNation Inc |
529 |
Closed |
$170.42 |
$0 |
0 |
0% |
0 |
-2 |
0 |
Auto Dealerships |
|
|
WEC |
WEC Energy Group Inc |
561 |
Closed |
$85.03 |
$0 |
0 |
0% |
0 |
-4 |
0 |
Multi Utilities |
|
|
MTCH |
Match Group, Inc. |
516 |
Closed |
$107.05 |
$0 |
0 |
0% |
-1,000 |
-36 |
0 |
N/A |
|
|
CHRW |
CH Robinson Worldwide Inc |
548 |
Closed |
$83.35 |
$0 |
0 |
0% |
0 |
-4 |
0 |
AirDelivery & Freight... |
|
|
FVRR |
Fiverr International Ltd |
535 |
Closed |
$25.67 |
$0 |
0 |
0% |
-4,000 |
-125 |
0 |
N/A |
|
|
TSN |
Tyson Foods Inc |
567 |
Closed |
$60.71 |
$0 |
0 |
0% |
0 |
-4 |
0 |
Meat Products |
|
|
EXR |
Extra Space Storage Inc |
522 |
Closed |
$152.08 |
$0 |
0 |
0% |
0 |
-2 |
0 |
REIT - Industrial |
|
|
UL |
Unilever Plc (ADR) |
554 |
Closed |
$54.48 |
$0 |
0 |
0% |
-2,000 |
-34 |
0 |
Food - Major Diversified |
|
|
VRTV |
Veritiv Corp |
509 |
Closed |
$169.99 |
$0 |
0 |
0% |
-2,000 |
-14 |
0 |
N/A |
|
|
RMD |
ResMed Inc |
541 |
Closed |
$220.63 |
$0 |
0 |
0% |
-1,000 |
-6 |
0 |
Medical Appliances & ... |
|
|
SAM |
Boston Beer Co Inc |
528 |
Closed |
$281.60 |
$0 |
0 |
0% |
-8,000 |
-24 |
0 |
Beverage - Brewers |
|
|
HZNP |
Horizon Pharma, Inc. |
560 |
Closed |
$28.30 |
$0 |
0 |
0% |
-1,000 |
-13 |
0 |
Drug Manufacturers - ... |
|
|
MRO |
Marathon Oil Corp |
515 |
Closed |
$26.44 |
$0 |
0 |
0% |
-1,000 |
-20 |
0 |
Oil & Gas Refining, P... |
|
|
MOH |
Molina Healthcare Inc |
547 |
Closed |
$345.84 |
$0 |
0 |
0% |
0 |
-1 |
0 |
Health Care Plans |
|
|
FMC |
FMC Corp |
534 |
Closed |
$63.92 |
$0 |
0 |
0% |
-1,000 |
-4 |
0 |
Diversified Chemicals |
|
|
XEL |
Xcel Energy Inc |
566 |
Closed |
$55.79 |
$0 |
0 |
0% |
-1,000 |
-15 |
0 |
Electric Utilities |
|
|
FHL |
Futu Holdings Ltd |
521 |
Closed |
$0.00 |
$0 |
0 |
0% |
-28,000 |
-700 |
0 |
N/A |
|
|
VBK |
Vanguard Small Cap Gr VIPERS |
553 |
Closed |
$257.67 |
$0 |
0 |
0% |
-12,000 |
-58 |
0 |
Closed - End Fund - E... |
|
|
MAA |
Mid America Apartment Commu... |
470 |
Closed |
$137.71 |
$0 |
0 |
0% |
0 |
-2 |
0 |
REIT - Diversified |
|
|
RBLX |
Roblox Corp |
540 |
Closed |
$0.00 |
$0 |
0 |
0% |
0 |
-1 |
0 |
N/A |
|
|
CFR |
Cullen Frost Bankers Inc |
572 |
Closed |
$107.38 |
$0 |
0 |
0% |
0 |
-1 |
0 |
Domestic Regional Banks |
|
|
ABB |
ABB Ltd (ADR) |
527 |
Closed |
$53.38 |
$0 |
0 |
0% |
-1,000 |
-40 |
0 |
Industrial Electrical... |
|
|
INCY |
Incyte Corp |
559 |
Closed |
$57.05 |
$0 |
0 |
0% |
0 |
-5 |
0 |
Biotechnology |
|
|
LTC |
LTC Properties Inc |
514 |
Closed |
$34.55 |
$0 |
0 |
0% |
0 |
-14 |
0 |
REIT - Healthcare Fac... |
|
|
MP |
Mp Materials Ord Shs Class A |
546 |
Closed |
$17.93 |
$0 |
0 |
0% |
0 |
-5 |
0 |
N/A |
|
|
DMTK |
Dermtech Ord Shs |
533 |
Closed |
$3.09 |
$0 |
0 |
0% |
-1,000 |
-500 |
0 |
N/A |
|
|
XRX |
Xerox Corp |
565 |
Closed |
$32.10 |
$0 |
0 |
0% |
-1,000 |
-64 |
0 |
Business Equipment |
|
|
HUM |
Humana Inc |
520 |
Closed |
$347.15 |
$0 |
0 |
0% |
-2,000 |
-3 |
0 |
Health Care Plans |
|
|
PSA |
Public Storage Inc |
552 |
Closed |
$286.65 |
$0 |
0 |
0% |
-1,000 |
-3 |
0 |
REIT - Industrial |
|
|
VIOO |
Vanguard S&P Small-Cap 600 Etf |
469 |
Closed |
$101.79 |
$0 |
0 |
0% |
-10,000 |
-55 |
0 |
N/A |
|
|
GBOX |
Greenbox Pos Ord Shs |
539 |
Closed |
$0.00 |
$0 |
0 |
0% |
0 |
-1,010 |
0 |
N/A |
|
|
FOXA |
Fox Corporation |
571 |
Closed |
$32.96 |
$0 |
0 |
0% |
0 |
-6 |
0 |
Entertainment - Diver... |
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