Cyndeo Wealth Partners, LLC Top Holdings and 13F Report (2025)

About Cyndeo Wealth Partners, LLC

Investment Activity

Cyndeo Wealth Partners, LLC has $1.48 billion in total holdings as of December 31, 2024.
Cyndeo Wealth Partners, LLC owns shares of 441 different stocks, but just 117 companies or ETFs make up 80% of its holdings.
Approximately 25.89% of the portfolio was purchased this quarter.
About 15.28% of the portfolio was sold this quarter.
This quarter, Cyndeo Wealth Partners, LLC has purchased 394 new stocks and bought additional shares in 183 stocks.
Cyndeo Wealth Partners, LLC sold shares of 138 stocks and completely divested from 37 stocks this quarter.

Largest Holdings

Microsoft: $62,151,622
Apple: $45,669,492
Amazon.com: $43,105,676
Broadcom: $31,716,222
NVIDIA: $27,566,013

Largest New Holdings this Quarter

FIRST TR EXCHANGE-TRADED FD: $17,705,744 Holding
Invesco Ultra Short Duration ETF: $16,228,048 Holding
PALANTIR TECHNOLOGIES INC: $12,798,180 Holding
BLACKROCK INC: $8,811,522 Holding
UGI: $7,225,892 Holding

Largest Purchases this Quarter

Broadcom: 122,015 shares (about $28.29M)
Fidelity Total Bond ETF: 395,529 shares (about $17.75M)
FIRST TR EXCHANGE-TRADED FD: 857,421 shares (about $17.71M)
Invesco Ultra Short Duration ETF: 323,848 shares (about $16.23M)
iShares 5-10 Year Investment Grade Corporate Bond ETF: 308,468 shares (about $15.89M)

Largest Sales this Quarter

iShares Core U.S. Aggregate Bond ETF: 312,320 shares (about $30.26M)
First Trust TCW Opportunistic Fixed Income ETF: 499,180 shares (about $21.45M)
iShares 0-5 Year TIPS Bond ETF: 155,887 shares (about $15.68M)
iShares TIPS Bond ETF: 145,718 shares (about $15.52M)
Manulife Financial: 230,657 shares (about $7.08M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$62,151,622	$1,589,903 ▼	-2.5%	147,453	4.2%	Computer and Technology
AAPL Apple	$45,669,492	$13,506,372 ▲	42.0%	182,372	3.1%	Computer and Technology
AMZN Amazon.com	$43,105,676	$4,615,739 ▲	12.0%	196,480	2.9%	Retail/Wholesale
AVGO Broadcom	$31,716,222	$28,287,999 ▲	825.2%	136,802	2.1%	Computer and Technology
NVDA NVIDIA	$27,566,013	$9,549,106 ▲	53.0%	205,272	1.9%	Computer and Technology
ABBV AbbVie	$24,329,384	$703,690 ▼	-2.8%	136,913	1.6%	Medical
FBND Fidelity Total Bond ETF	$20,773,944	$17,747,375 ▲	586.4%	462,981	1.4%	ETF
FTGC First Trust Global Tactical Commodity Strategy Fund	$20,360,921	$2,826,493 ▲	16.1%	850,853	1.4%	Manufacturing
ABT Abbott Laboratories	$20,239,766	$1,715,764 ▲	9.3%	178,939	1.4%	Medical
GOOGL Alphabet	$19,975,738	$3,091,844 ▲	18.3%	105,524	1.4%	Computer and Technology
VB Vanguard Small-Cap ETF	$19,031,960	$4,146,294 ▲	27.9%	79,207	1.3%	ETF
META Meta Platforms	$17,774,581	$3,473,880 ▲	24.3%	30,357	1.2%	Computer and Technology
FIRST TR EXCHANGE-TRADED FD	$17,705,744	$17,705,744 ▲	New Holding	857,421	1.2%	CORE INVESTMENT
FTSL First Trust Senior Loan ETF	$17,018,234	$862,562 ▲	5.3%	368,041	1.2%	Manufacturing
JPM JPMorgan Chase & Co.	$17,000,322	$180,982 ▲	1.1%	70,920	1.1%	Finance
UCON First Trust TCW Unconstrained Plus Bond ETF	$16,887,980	$767,675 ▲	4.8%	685,111	1.1%	ETF
YLD Principal Active High Yield ETF	$16,887,229	$788,509 ▲	4.9%	880,460	1.1%	ETF
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$16,300,775	$15,889,210 ▲	3,860.7%	316,458	1.1%	Manufacturing
GSY Invesco Ultra Short Duration ETF	$16,228,048	$16,228,048 ▲	New Holding	323,848	1.1%	ETF
VUG Vanguard Growth ETF	$16,048,791	$2,875,164 ▲	21.8%	39,101	1.1%	ETF
HD Home Depot	$15,612,750	$3,251,149 ▲	26.3%	40,137	1.1%	Retail/Wholesale
UNH UnitedHealth Group	$15,233,810	$2,139,765 ▲	16.3%	30,115	1.0%	Medical
IAU iShares Gold Trust	$14,417,758	$859,840 ▼	-5.6%	291,209	1.0%	Finance
IVV iShares Core S&P 500 ETF	$14,374,223	$1,591,772 ▲	12.5%	24,418	1.0%	ETF
SPROTT PHYSICAL GOLD TR	$13,432,832	$289,412 ▲	2.2%	666,973	0.9%	UNIT
TJX TJX Companies	$13,285,165	$8,133,565 ▲	157.9%	109,967	0.9%	Retail/Wholesale
ARK 21SHARES BITCOIN ETF	$13,019,995	$2,355,995 ▲	22.1%	139,595	0.9%	SHS BEN INT
KO Coca-Cola	$12,885,197	$2,825,419 ▲	28.1%	206,958	0.9%	Consumer Staples
PALANTIR TECHNOLOGIES INC	$12,798,180	$12,798,180 ▲	New Holding	169,221	0.9%	CL A
ORCL Oracle	$12,392,679	$300,119 ▼	-2.4%	74,368	0.8%	Computer and Technology
MS Morgan Stanley	$11,335,707	$4,905,988 ▲	76.3%	90,166	0.8%	Finance
UNP Union Pacific	$11,036,169	$4,051,567 ▲	58.0%	48,396	0.7%	Transportation
TSM Taiwan Semiconductor Manufacturing	$10,638,963	$635,324 ▲	6.4%	53,871	0.7%	Computer and Technology
URA Global X Uranium ETF	$10,179,060	$2,296,039 ▲	29.1%	380,099	0.7%	ETF
VTI Vanguard Total Stock Market ETF	$10,134,532	$2,822,425 ▲	38.6%	34,970	0.7%	ETF
ACN Accenture	$9,961,967	$2,432,974 ▼	-19.6%	28,318	0.7%	Computer and Technology
XOM Exxon Mobil	$9,917,549	$275,165 ▲	2.9%	92,196	0.7%	Oils/Energy
SPROTT PHYSICAL SILVER TR	$9,771,576	$368,823 ▼	-3.6%	1,012,599	0.7%	TR UNIT
V Visa	$9,377,108	$232,603 ▲	2.5%	29,671	0.6%	Business Services
COCA-COLA EUROPACIFIC PARTNE	$9,348,227	$621,930 ▲	7.1%	121,706	0.6%	SHS
MO Altria Group	$9,257,087	$308,353 ▲	3.4%	177,034	0.6%	Consumer Staples
PG Procter & Gamble	$9,217,510	$510,659 ▲	5.9%	54,981	0.6%	Consumer Staples
LLY Eli Lilly and Company	$9,180,453	$433,856 ▲	5.0%	11,892	0.6%	Medical
TSLA Tesla	$9,115,708	$3,092,952 ▲	51.4%	22,573	0.6%	Auto/Tires/Trucks
JNJ Johnson & Johnson	$8,993,261	$1,262,976 ▲	16.3%	62,185	0.6%	Medical
ADI Analog Devices	$8,897,688	$3,649,244 ▲	69.5%	41,879	0.6%	Computer and Technology
BLACKROCK INC	$8,811,522	$8,811,522 ▲	New Holding	8,596	0.6%	COM
UPS United Parcel Service	$8,712,280	$4,724,732 ▲	118.5%	69,090	0.6%	Transportation
OKE ONEOK	$8,678,936	$104,215 ▼	-1.2%	86,444	0.6%	Oils/Energy
NEE NextEra Energy	$8,593,318	$1,279,449 ▲	17.5%	119,868	0.6%	Utilities
VTV Vanguard Value ETF	$8,593,115	$928,606 ▲	12.1%	50,757	0.6%	ETF
HON Honeywell International	$8,441,440	$2,254,590 ▲	36.4%	37,370	0.6%	Multi-Sector Conglomerates
KMI Kinder Morgan	$8,407,882	$865,155 ▲	11.5%	306,857	0.6%	Oils/Energy
DLR Digital Realty Trust	$8,369,794	$990,210 ▲	13.4%	47,199	0.6%	Finance
VZ Verizon Communications	$8,331,936	$947,125 ▲	12.8%	208,350	0.6%	Computer and Technology
BIT BlackRock Multi-Sector Income Trust	$8,232,648	$2,973,611 ▲	56.5%	563,880	0.6%	Financial Services
ADP Automatic Data Processing	$8,154,647	$2,035,369 ▲	33.3%	27,857	0.6%	Business Services
WMB Williams Companies	$8,134,610	$402,544 ▼	-4.7%	150,307	0.5%	Oils/Energy
MLN VanEck Long Muni ETF	$7,788,057	$1,623,682 ▲	26.3%	435,574	0.5%	ETF
MCD McDonald's	$7,646,334	$433,670 ▲	6.0%	26,377	0.5%	Retail/Wholesale
SPY SPDR S&P 500 ETF Trust	$7,521,074	$57,435 ▲	0.8%	12,833	0.5%	Finance
TFC Truist Financial	$7,443,782	$6,724,759 ▲	935.3%	171,595	0.5%	Finance
UGI UGI	$7,225,892	$7,225,892 ▲	New Holding	255,965	0.5%	Utilities
JWN Nordstrom	$7,023,150	$7,023,150 ▲	New Holding	290,814	0.5%	Retail/Wholesale
VTRS Viatris	$6,980,331	$1,048,116 ▲	17.7%	560,669	0.5%	Medical
SLG SL Green Realty	$6,949,354	$998,422 ▼	-12.6%	102,317	0.5%	Finance
ORI Old Republic International	$6,914,414	$53,778 ▲	0.8%	191,059	0.5%	Finance
CRM Salesforce	$6,822,123	$1,272,482 ▲	22.9%	20,405	0.5%	Computer and Technology
FNF Fidelity National Financial	$6,822,042	$743,408 ▲	12.2%	121,518	0.5%	Finance
GOOG Alphabet	$6,639,052	$2,442,178 ▼	-26.9%	34,862	0.4%	Computer and Technology
DTE DTE Energy	$6,633,697	$421,662 ▲	6.8%	54,937	0.4%	Utilities
EATON VANCE LTD DURATION INC	$6,578,082	$1,004,297 ▼	-13.2%	673,294	0.4%	COM
EPR EPR Properties	$6,466,303	$763,521 ▲	13.4%	146,032	0.4%	Finance
LINDE PLC	$6,456,716	$375,546 ▼	-5.5%	15,422	0.4%	SHS
CNA CNA Financial	$6,397,383	$6,397,383 ▲	New Holding	132,259	0.4%	Finance
GIS General Mills	$6,292,055	$6,000,499 ▲	2,058.1%	98,668	0.4%	Consumer Staples
LGOV First Trust Long Duration Opportunities ETF	$6,181,623	$6,181,623 ▲	New Holding	296,623	0.4%	ETF
HYD VanEck High Yield Muni ETF	$6,010,264	$1,105,791 ▲	22.5%	115,782	0.4%	ETF
TTAC FCF US Quality ETF	$5,970,411	$169,755 ▼	-2.8%	89,826	0.4%	ETF
WU Western Union	$5,928,628	$5,928,628 ▲	New Holding	559,305	0.4%	Business Services
BINC iShares Flexible Income Active ETF	$5,870,249	$5,870,249 ▲	New Holding	112,846	0.4%	ETF
PLD Prologis	$5,805,787	$1,276,222 ▲	28.2%	54,927	0.4%	Finance
CB Chubb	$5,287,125	$3,401,057 ▼	-39.1%	19,135	0.4%	Finance
MA Mastercard	$5,210,815	$910,418 ▲	21.2%	9,896	0.4%	Business Services
AMLP Alerian MLP ETF	$5,138,370	$2,138,058 ▲	71.3%	106,694	0.3%	ETF
BX Blackstone	$4,798,837	$1,508,171 ▲	45.8%	27,832	0.3%	Finance
COST Costco Wholesale	$4,743,973	$1,709,920 ▲	56.4%	5,177	0.3%	Retail/Wholesale
DYNF iShares U.S. Equity Factor Rotation Active ETF	$4,689,939	$707,968 ▲	17.8%	91,511	0.3%	ETF
PDI PIMCO Dynamic Income Fund	$4,670,428	$3,075,123 ▲	192.8%	254,658	0.3%	Financial Services
FBCG Fidelity Blue Chip Growth ETF	$4,604,304	$608,735 ▼	-11.7%	99,531	0.3%	ETF
ISRG Intuitive Surgical	$4,585,941	$506,823 ▲	12.4%	8,786	0.3%	Medical
TSN Tyson Foods	$4,441,720	$4,441,720 ▲	New Holding	77,328	0.3%	Consumer Staples
IBMN iShares iBonds Dec 2025 Term Muni Bond ETF	$4,429,530	$628,353 ▲	16.5%	166,430	0.3%	ETF
IBMO iShares iBonds Dec 2026 Term Muni Bond ETF	$4,404,115	$638,001 ▲	16.9%	172,982	0.3%	ETF
J P MORGAN EXCHANGE TRADED F	$4,347,081	$4,347,081 ▲	New Holding	70,069	0.3%	HEDGED EQUITY LA
INTU Intuit	$4,313,027	$900,066 ▲	26.4%	6,862	0.3%	Computer and Technology
FMHI First Trust Municipal High Income ETF	$4,252,900	$49,208 ▼	-1.1%	88,070	0.3%	Manufacturing
AMP Ameriprise Financial	$4,201,167	$582,978 ▼	-12.2%	7,891	0.3%	Finance
DIMENSIONAL ETF TRUST	$4,098,477	$4,098,477 ▲	New Holding	63,879	0.3%	US CORE EQUITY 1
MMC Marsh & McLennan Companies	$3,997,984	$1,559,091 ▼	-28.1%	18,822	0.3%	Finance

Showing largest 100 holdings. View all holdings.

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Cyndeo Wealth Partners, LLC Top Holdings and 13F Report (2025)

About Cyndeo Wealth Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Cyndeo Wealth Partners, LLC Top Holdings and 13F Report (2025)

About Cyndeo Wealth Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofCyndeo Wealth Partners, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools