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Synergy Asset Management’s Timothy Plan US Small Cap Core ETF TPSC Stock Holding History

Synergy Asset Management’s Portfolio TPSC Stock Details TPSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6,074
Closed -$236K – 776
2024
Q4 		$236K Buy
+6,074
New +$244K 0.02% 183

Other funds holding TPSC

CIA
Christian Investment Advisors New Braunfels, Texas $158M AUM 11.26% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $378M AUM 15.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return

Synergy Asset Management's TPSC Position: Q1 2025 in Review

Synergy Asset Management sold out of Timothy Plan US Small Cap Core ETF (TPSC) in Q1 2025, closing a stake of 6,074 shares — an estimated $236K sold.

Synergy Asset Management first reported a position in TPSC in Q4 2024 and held it in 1 quarter. The position peaked at $236K in Q4 2024. 73 funds tracked by Wall St. Rank hold TPSC as of Q1 2025.

  • Synergy Asset Management reported no remaining Timothy Plan US Small Cap Core ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 6,074 Timothy Plan US Small Cap Core ETF shares in Q1 2025, an estimated $236K.
  • Synergy Asset Management first reported a position in Timothy Plan US Small Cap Core ETF in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's Timothy Plan US Small Cap Core ETF position peaked at $236K in Q4 2024.
  • 73 funds tracked by Wall St. Rank held Timothy Plan US Small Cap Core ETF as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.