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Cyndeo Wealth Partners

Latest statistics and disclosures from Cyndeo Wealth Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are MSFT, AAPL, AMZN, AVGO, NVDA, and represent 13.40% of Cyndeo Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: AVGO (+$9.1M), JFR (+$8.6M), IPG (+$7.5M), CNH (+$7.3M), ZROZ (+$7.3M), NTR (+$7.1M), CMA (+$6.6M), AXP (+$6.5M), OMF (+$6.5M), AMGN (+$6.4M).
Started 41 new stock positions in DVY, F, FDVV, ZTS, IWS, FQAL, JAVA, IWX, JBL, ZROZ.
Reduced shares in these 10 stocks: FNF (-$7.7M), BLK (-$7.1M), VTRS (-$7.0M), SLG (-$6.9M), HON (-$6.6M), LGOV (-$6.2M), DLR (-$6.0M), PLTR (-$5.9M), WU (-$5.9M), GIS (-$5.6M).
Sold out of its positions in ARKZ, BLOK, ANSS, ACHR, ARES, CSQ, CSL, CELH, FIX, CEG.
Cyndeo Wealth Partners was a net buyer of stock by $66M.
Cyndeo Wealth Partners has $1.5B in assets under management (AUM), dropping by 2.98%.
Central Index Key (CIK): 0001950947

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Portfolio Holdings for Cyndeo Wealth Partners

Cyndeo Wealth Partners holds 448 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Microsoft Corporation (MSFT)	4.0	$62M	+11%	164k	375.39	View chart
Apple (AAPL)	2.9	$45M	+9%	201k	222.13	View chart
Amazon (AMZN)	2.5	$38M	+2%	201k	190.26	View chart
Broadcom (AVGO)	2.1	$32M	+39%	191k	167.43	View chart
NVIDIA Corporation (NVDA)	1.8	$28M	+25%	257k	108.38	View chart
Abbvie (ABBV)	1.8	$27M	-5%	130k	209.52	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.5	$24M	+10%	514k	45.65	View chart
Abbott Laboratories (ABT)	1.5	$23M		177k	132.65	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	1.5	$23M	+3%	885k	25.52	View chart
JPMorgan Chase & Co. (JPM)	1.4	$21M	+20%	86k	245.30	View chart
Meta Platforms Cl A (META)	1.3	$20M	+15%	35k	576.37	View chart
First Tr Exchange-traded Core Investment (FTCB)	1.3	$19M	+7%	923k	20.99	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.3	$19M	+9%	87k	221.75	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	1.2	$18M	+7%	736k	24.75	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	1.2	$18M	+8%	345k	52.52	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	1.2	$18M	+5%	388k	45.65	View chart
Principal Exchange Traded Active High Yl (YLD)	1.2	$18M	+5%	930k	19.05	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	1.1	$18M	+7%	349k	50.12	View chart
Ishares Gold Tr Ishares New (IAU)	1.1	$17M	-4%	280k	58.96	View chart
Home Depot (HD)	1.1	$16M	+8%	44k	366.49	View chart
Sprott Physical Gold Tr Unit (PHYS)	1.1	$16M		665k	24.06	View chart
TJX Companies (TJX)	1.0	$15M	+13%	125k	121.80	View chart
Oracle Corporation (ORCL)	1.0	$15M	+40%	105k	139.81	View chart
Vanguard Index Fds Growth Etf (VUG)	1.0	$15M		39k	370.82	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$15M	-10%	94k	154.64	View chart
UnitedHealth (UNH)	0.9	$14M	-9%	27k	523.74	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.9	$14M	+2%	25k	561.89	View chart
Coca-Cola Company (KO)	0.8	$12M	-16%	174k	71.62	View chart
Nuveen Floating Rate Income Fund (JFR)	0.8	$12M	+241%	1.4M	8.47	View chart
Coca-cola Europacific Partne SHS (CCEP)	0.8	$12M	+13%	139k	87.03	View chart
Sprott Physical Silver Tr Tr Unit (PSLV)	0.8	$12M		1.0M	11.60	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.7	$11M	+27%	69k	166.00	View chart
Morgan Stanley Com New (MS)	0.7	$11M	+6%	96k	116.67	View chart
Altria (MO)	0.7	$11M	+4%	185k	60.02	View chart
Eli Lilly & Co. (LLY)	0.7	$11M	+8%	13k	825.93	View chart
Blackrock Multi-sector Incom other (BIT)	0.7	$11M	+30%	734k	14.48	View chart
Verizon Communications (VZ)	0.7	$11M	+10%	231k	45.36	View chart
Ark 21shares Bitcoin Etf Shs Ben Int (ARKB)	0.7	$10M	-9%	126k	82.20	View chart
Johnson & Johnson (JNJ)	0.7	$10M		62k	165.84	View chart
Visa Com Cl A (V)	0.7	$10M	-3%	29k	350.46	View chart
Union Pacific Corporation (UNP)	0.7	$9.9M	-13%	42k	236.24	View chart
Automatic Data Processing (ADP)	0.6	$9.5M	+11%	31k	305.53	View chart
Procter & Gamble Company (PG)	0.6	$9.2M		54k	170.42	View chart
Global X Fds Global X Uranium (URA)	0.6	$9.0M	+3%	394k	22.92	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$8.8M		51k	172.74	View chart
Oneok (OKE)	0.6	$8.5M		86k	99.22	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$8.5M	+55%	54k	156.23	View chart
Exxon Mobil Corporation (XOM)	0.6	$8.4M	-23%	71k	118.93	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$8.4M	-12%	31k	274.84	View chart
Palantir Technologies Cl A (PLTR)	0.5	$8.3M	-41%	99k	84.40	View chart
Nextera Energy (NEE)	0.5	$8.2M	-3%	116k	70.89	View chart
DTE Energy Company (DTE)	0.5	$8.2M	+8%	60k	138.27	View chart
Williams Companies (WMB)	0.5	$8.2M	-8%	137k	59.76	View chart
Epr Pptys Com Sh Ben Int (EPR)	0.5	$8.2M	+6%	155k	52.61	View chart
McDonald's Corporation (MCD)	0.5	$8.1M		26k	312.37	View chart
Kinder Morgan (KMI)	0.5	$8.1M	-7%	284k	28.53	View chart
Old Republic International Corporation (ORI)	0.5	$8.0M	+7%	205k	39.22	View chart
Chubb (CB)	0.5	$8.0M	+37%	26k	301.99	View chart
UGI Corporation (UGI)	0.5	$7.9M	-6%	239k	33.07	View chart
Nordstrom (JWN)	0.5	$7.6M	+7%	312k	24.45	View chart
United Parcel Service CL B (UPS)	0.5	$7.6M		69k	109.99	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$7.5M	+4%	13k	559.39	View chart
Truist Financial Corp equities (TFC)	0.5	$7.5M	+6%	182k	41.15	View chart
Interpublic Group of Companies (IPG)	0.5	$7.5M	NEW	276k	27.16	View chart
CNA Financial Corporation (CNA)	0.5	$7.4M	+10%	146k	50.79	View chart
Pimco Dynamic Income SHS (PDI)	0.5	$7.4M	+46%	372k	19.80	View chart
Cnh Indl N V SHS (CNH)	0.5	$7.3M	NEW	595k	12.28	View chart
Pimco Etf Tr 25yr+ Zero U S (ZROZ)	0.5	$7.3M	NEW	102k	71.63	View chart
Linde SHS (LIN)	0.5	$7.3M		16k	465.64	View chart
American Express Company (AXP)	0.5	$7.2M	+1017%	27k	269.05	View chart
Nutrien (NTR)	0.5	$7.1M	NEW	143k	49.67	View chart
Amgen (AMGN)	0.5	$7.0M	+955%	23k	311.55	View chart
Analog Devices (ADI)	0.4	$6.8M	-19%	34k	201.67	View chart
Comerica Incorporated (CMA)	0.4	$6.6M	NEW	112k	59.06	View chart
Vaneck Etf Trust Long Muni Etf (MLN)	0.4	$6.5M	-13%	376k	17.39	View chart
Onemain Holdings (OMF)	0.4	$6.5M	NEW	132k	48.88	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.4	$6.3M	-28%	20k	312.04	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$6.3M	+229%	17k	361.08	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.4	$6.2M	+142%	12k	533.48	View chart
Prologis (PLD)	0.4	$6.2M		56k	111.79	View chart
Tesla Motors (TSLA)	0.4	$6.2M	+5%	24k	259.16	View chart
Mastercard Incorporated Cl A (MA)	0.4	$6.0M	+10%	11k	548.12	View chart
Trimtabs Etf Tr Fcf Us Qlty Etf (ABFL)	0.4	$6.0M	+4%	93k	63.91	View chart
Eaton Vance Limited Duration Income Fund (EVV)	0.4	$5.7M	-15%	571k	9.98	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.4	$5.5M	-7%	104k	52.38	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.4	$5.4M		105k	51.94	View chart
Trane Technologies SHS (TT)	0.3	$5.3M	+72%	16k	336.92	View chart
Wal-Mart Stores (WMT)	0.3	$5.2M	+139%	60k	87.79	View chart
Cohen & Steers Quality Income Realty (RQI)	0.3	$5.0M	+31%	401k	12.56	View chart
Phillips 66 (PSX)	0.3	$5.0M	+63%	41k	123.48	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.3	$5.0M	-16%	97k	51.18	View chart
Costco Wholesale Corporation (COST)	0.3	$4.9M		5.2k	945.69	View chart
Intuitive Surgical Com New (ISRG)	0.3	$4.8M	+10%	9.7k	495.25	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.3	$4.7M	+18%	118k	39.97	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.3	$4.7M	+4%	96k	48.76	View chart
Texas Instruments Incorporated (TXN)	0.3	$4.6M	+65%	26k	179.70	View chart
salesforce (CRM)	0.3	$4.6M	-15%	17k	268.35	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.3	$4.6M	+8%	95k	47.81	View chart
Enterprise Products Partners (EPD)	0.3	$4.6M	+19%	133k	34.14	View chart
Boston Scientific Corporation (BSX)	0.3	$4.4M	+11%	43k	100.88	View chart
Progressive Corporation (PGR)	0.3	$4.4M	+37%	15k	283.01	View chart
Ishares Tr Ibonds Dec 26 (IBMO)	0.3	$4.1M	-6%	162k	25.56	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.3	$4.1M	+4%	67k	61.33	View chart
Blackstone Group Inc Com Cl A (BX)	0.3	$3.9M		28k	139.78	View chart
Marsh & McLennan Companies (MMC)	0.3	$3.9M	-14%	16k	244.03	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.3	$3.9M	+888%	19k	210.94	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.3	$3.9M	+7%	148k	26.20	View chart
Ishares Tr Ibonds Dec 25 (IBMN)	0.2	$3.8M	-14%	142k	26.75	View chart
Ameriprise Financial (AMP)	0.2	$3.8M		7.8k	484.09	View chart
Intuit (INTU)	0.2	$3.7M	-11%	6.1k	614.03	View chart
Republic Services (RSG)	0.2	$3.7M	+4%	15k	242.16	View chart
O'reilly Automotive (ORLY)	0.2	$3.7M	-2%	2.6k	1432.58	View chart
Tcw Etf Trust Transform System (PWRD)	0.2	$3.6M	+5%	52k	69.75	View chart
Spdr Gold Tr Spdr Gold Tr (GLD)	0.2	$3.6M		13k	288.14	View chart
Sherwin-Williams Company (SHW)	0.2	$3.6M	-4%	10k	349.19	View chart
Raytheon Technologies Corp (RTX)	0.2	$3.6M	-8%	27k	132.46	View chart
Pfizer (PFE)	0.2	$3.6M	+4%	142k	25.34	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$3.5M	+5%	37k	93.66	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.2	$3.4M	+8%	113k	30.57	View chart
International Business Machines (IBM)	0.2	$3.4M		14k	248.66	View chart
Parker-Hannifin Corporation (PH)	0.2	$3.4M	+25%	5.6k	607.87	View chart
Chevron Corporation (CVX)	0.2	$3.3M		20k	167.29	View chart
Ishares Tr Ibonds Dec 27 (IBMP)	0.2	$3.2M	-8%	128k	25.28	View chart
Lockheed Martin Corporation (LMT)	0.2	$3.2M		7.2k	446.73	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.2	$3.1M	+92%	76k	40.76	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.2	$3.1M	-8%	126k	24.48	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.2	$3.0M	-6%	32k	93.67	View chart
Iron Mountain (IRM)	0.2	$3.0M		35k	86.04	View chart
Adobe Systems Incorporated (ADBE)	0.2	$3.0M	+2%	7.8k	383.53	View chart
Jabil Circuit (JBL)	0.2	$3.0M	NEW	22k	136.07	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.2	$2.9M	NEW	46k	63.54	View chart
Catalyst Pharmaceutical Partners (CPRX)	0.2	$2.9M		118k	24.25	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$2.8M	+3%	11k	258.63	View chart
Flex Ord (FLEX)	0.2	$2.8M		85k	33.08	View chart
TransDigm Group Incorporated (TDG)	0.2	$2.8M	-11%	2.0k	1383.47	View chart
Ishares Tr Ibonds Dec 28 (IBMQ)	0.2	$2.7M	+21%	108k	25.29	View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)	0.2	$2.7M	-3%	41k	65.17	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$2.7M	+69%	5.7k	468.88	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.2	$2.6M	+24%	4.0k	662.56	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$2.6M	+2%	15k	170.89	View chart
American Tower Reit (AMT)	0.2	$2.6M	-35%	12k	217.60	View chart
Advanced Micro Devices (AMD)	0.2	$2.6M	+5%	25k	102.74	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$2.5M	+88%	47k	53.97	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$2.5M	-16%	35k	69.81	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.2	$2.5M	-41%	41k	59.68	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$2.4M	+14%	24k	98.92	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$2.4M		3.00	798441.67	View chart
Thermo Fisher Scientific (TMO)	0.2	$2.4M	-24%	4.7k	497.62	View chart
S&p Global (SPGI)	0.2	$2.3M	-23%	4.6k	508.11	View chart
Palo Alto Networks (PANW)	0.2	$2.3M	-9%	14k	170.64	View chart
Totalenergies Se Sponsored Ads (TTE)	0.1	$2.3M		35k	64.69	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$2.2M	-9%	38k	58.94	View chart
Merck & Co (MRK)	0.1	$2.2M	-2%	25k	89.76	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$2.2M		48k	45.97	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$2.2M	+32%	8.5k	257.03	View chart
Chipotle Mexican Grill (CMG)	0.1	$2.1M	-17%	43k	50.21	View chart
Pepsi (PEP)	0.1	$2.1M	-6%	14k	149.94	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$2.1M	-3%	46k	45.26	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$2.1M	+10%	27k	75.65	View chart
Goldman Sachs (GS)	0.1	$2.1M		3.8k	546.28	View chart
South State Corporation (SSB)	0.1	$2.0M		22k	92.82	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$2.0M	+112%	7.4k	270.83	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$2.0M		29k	68.89	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$1.9M	+47%	38k	50.83	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$1.9M	+11%	3.6k	532.58	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.1	$1.9M		11k	173.56	View chart
Global X Fds Us Pfd Etf (PFFD)	0.1	$1.9M		98k	19.04	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.1	$1.9M	+22%	37k	50.02	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$1.8M	+14%	78k	22.99	View chart
First Tr Exchange Traded Indls Prod Dur (FXR)	0.1	$1.8M	+4%	26k	69.64	View chart
Netflix (NFLX)	0.1	$1.8M	+3%	1.9k	932.77	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$1.8M	+112%	9.4k	188.17	View chart
Brown & Brown (BRO)	0.1	$1.8M	+16%	14k	124.40	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.1	$1.8M		54k	32.36	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$1.7M		12k	140.44	View chart
First Tr Exchange Traded Finls Alphadex (FXO)	0.1	$1.7M	+15%	33k	53.00	View chart
First Tr Exchange Traded Consumr Discre (FXD)	0.1	$1.7M	+3%	30k	57.89	View chart
Danaher Corporation (DHR)	0.1	$1.7M	-4%	8.2k	205.01	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$1.6M	+31%	73k	22.45	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$1.6M	-14%	7.3k	222.15	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$1.6M	-20%	31k	51.55	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$1.5M	+12%	13k	122.01	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$1.5M	NEW	13k	118.13	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$1.5M	-42%	15k	100.00	View chart
Caterpillar (CAT)	0.1	$1.4M	-16%	4.3k	329.82	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$1.4M	+10%	15k	91.03	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.1	$1.3M	+20%	21k	62.16	View chart
Honeywell International (HON)	0.1	$1.3M	-83%	6.0k	211.76	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$1.3M	-5%	2.4k	513.88	View chart
Advent Claymore Convertible Sec & Inc (AVK)	0.1	$1.2M	+70%	108k	11.53	View chart
Microstrategy Cl A New (MSTR)	0.1	$1.2M	+50%	4.3k	288.27	View chart
Astrazeneca Sponsored Adr (AZN)	0.1	$1.2M		16k	73.50	View chart
Casey's General Stores (CASY)	0.1	$1.2M		2.7k	434.10	View chart
Bank of America Corporation (BAC)	0.1	$1.2M	-2%	28k	41.73	View chart
Cintas Corporation (CTAS)	0.1	$1.2M	+37%	5.7k	205.52	View chart
First Tr Sml Cp Core Alpha F Com Shs (FYX)	0.1	$1.2M		13k	90.09	View chart
Colgate-Palmolive Company (CL)	0.1	$1.1M	-61%	12k	93.70	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$1.1M	-29%	18k	62.10	View chart
Lowe's Companies (LOW)	0.1	$1.1M		4.9k	233.23	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$1.1M	-7%	26k	43.70	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.1	$1.1M	-17%	26k	43.84	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$1.1M	+2%	11k	103.75	View chart
Fidelity Covington Trust Crypto Ind & Dig (FDIG)	0.1	$1.1M	NEW	47k	24.23	View chart
Cohen & Steers infrastucture Fund (UTF)	0.1	$1.1M		44k	25.55	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$1.1M	+4%	5.3k	206.48	View chart
Shell Spon Ads (SHEL)	0.1	$1.1M		15k	73.28	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$1.1M	-3%	29k	37.73	View chart
Philip Morris International (PM)	0.1	$1.1M		6.7k	158.74	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.1	$1.1M		18k	60.48	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$1.0M		18k	57.14	View chart
Ishares Emng Mkts Eqt (EMGF)	0.1	$1.0M	NEW	22k	46.78	View chart
Blackrock (BLK)	0.1	$1.0M	-87%	1.1k	946.56	View chart
Wells Fargo & Company (WFC)	0.1	$988k		14k	71.79	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.1	$987k	NEW	16k	63.72	View chart
3M Company (MMM)	0.1	$980k		6.7k	146.86	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.1	$973k		11k	91.73	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$965k		7.5k	128.84	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$963k	+6%	16k	61.78	View chart
Fair Isaac Corporation (FICO)	0.1	$963k		522.00	1844.16	View chart
Starbucks Corporation (SBUX)	0.1	$943k	-23%	9.6k	98.09	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$934k	-7%	10k	92.47	View chart
Toronto Dominion Bk Ont Com New (TD)	0.1	$932k		16k	59.94	View chart
Easterly Government Properti reit (DEA)	0.1	$929k	NEW	88k	10.60	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$926k	-2%	11k	81.73	View chart
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Dvlp (PIZ)	0.1	$923k		24k	38.08	View chart
Abacus Fcf Etf Tr Abacus Fcf Real (ABLD)	0.1	$921k	NEW	32k	28.47	View chart
PIMCO Corporate Income Fund (PCN)	0.1	$917k	-53%	67k	13.65	View chart
BP Sponsored Adr (BP)	0.1	$907k	-4%	27k	33.79	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$906k	-10%	11k	84.95	View chart
Norfolk Southern (NSC)	0.1	$895k		3.8k	236.85	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$890k		2.9k	308.90	View chart
Cisco Systems (CSCO)	0.1	$885k	-2%	14k	61.71	View chart
Gilead Sciences (GILD)	0.1	$877k	NEW	7.8k	112.05	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$876k		32k	27.57	View chart
Walt Disney Company (DIS)	0.1	$868k	+9%	8.8k	98.70	View chart
Applovin Corp Com Cl A (APP)	0.1	$862k	+71%	3.3k	265.00	View chart
At&t (T)	0.1	$853k	-26%	30k	28.28	View chart
First Trust Lrgcp Gwt Alphad Com Shs (FTC)	0.1	$840k		6.4k	131.41	View chart
Capital Grp Fixed Incm Etf T Short Duration (CGSD)	0.1	$835k	NEW	32k	25.81	View chart
Spdr Ser Tr Aerospace Def (XAR)	0.1	$833k		5.2k	160.69	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.1	$812k	+6%	13k	64.08	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$806k		8.9k	90.59	View chart
Illinois Tool Works (ITW)	0.1	$793k		3.2k	248.01	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$789k		11k	73.45	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$786k	+58%	9.2k	85.07	View chart
Kimberly-Clark Corporation (KMB)	0.1	$770k		5.4k	142.21	View chart
Digital Realty Trust (DLR)	0.1	$767k	-88%	5.4k	143.29	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.0	$756k	-21%	27k	28.15	View chart
Waste Management (WM)	0.0	$737k		3.2k	231.50	View chart
Ge Aerospace Com New (GE)	0.0	$733k	+18%	3.7k	200.13	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$732k		2.3k	317.64	View chart
ConocoPhillips (COP)	0.0	$716k	+2%	6.8k	105.02	View chart
Citigroup Com New (C)	0.0	$709k	+34%	10k	70.99	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	0.0	$702k	-2%	14k	48.67	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$702k		3.7k	188.16	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$701k	-23%	7.5k	93.78	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.0	$690k	-2%	15k	46.02	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.0	$677k	NEW	8.5k	79.46	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$676k		12k	54.76	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.0	$666k	NEW	18k	38.08	View chart
Qualcomm (QCOM)	0.0	$663k		4.3k	153.59	View chart
Raymond James Financial (RJF)	0.0	$661k		4.8k	138.91	View chart
Allstate Corporation (ALL)	0.0	$660k		3.2k	207.09	View chart
Medtronic SHS (MDT)	0.0	$660k		7.3k	89.86	View chart
Rockwell Automation (ROK)	0.0	$655k		2.5k	258.39	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$643k	-3%	2.6k	251.76	View chart
McKesson Corporation (MCK)	0.0	$640k		951.00	673.23	View chart
Atlassian Corporation Cl A (TEAM)	0.0	$632k	NEW	3.0k	212.19	View chart
Duke Energy Corp Com New (DUK)	0.0	$623k	-4%	5.1k	121.98	View chart
Abrdn Healthcare Investors Sh Ben Int (HQH)	0.0	$622k		38k	16.24	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.0	$614k	NEW	12k	49.60	View chart
Equifax (EFX)	0.0	$610k		2.5k	243.56	View chart
Southern Company (SO)	0.0	$602k		6.6k	91.95	View chart
Etf Ser Solutions Aptus Enhanced (JUCY)	0.0	$596k	-37%	26k	22.83	View chart
American Electric Power Company (AEP)	0.0	$596k	-58%	5.5k	109.28	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$596k	-4%	6.4k	93.45	View chart
Ishares Tr Investment Grade (IGEB)	0.0	$593k	+14%	13k	45.01	View chart
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)	0.0	$591k		10k	58.25	View chart
Flexshares Tr M Star Dev Mkt (TLTD)	0.0	$586k	NEW	7.8k	74.81	View chart
Bristol Myers Squibb (BMY)	0.0	$581k		9.5k	60.99	View chart
Corning Incorporated (GLW)	0.0	$578k		13k	45.78	View chart
MetLife (MET)	0.0	$558k		7.0k	80.29	View chart
Cme (CME)	0.0	$555k		2.1k	265.29	View chart
Invesco Db Commdy Indx Trck Unit (DBC)	0.0	$550k		25k	22.50	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$541k	-64%	2.7k	202.13	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$539k	+4%	18k	30.73	View chart
Discover Financial Services (DFS)	0.0	$529k	-10%	3.1k	170.69	View chart
First Tr Lrge Cp Core Alpha Com Shs (FEX)	0.0	$528k		5.2k	102.46	View chart
Paychex (PAYX)	0.0	$521k	+9%	3.4k	154.26	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.0	$517k		5.8k	89.64	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.0	$517k	-12%	5.0k	103.47	View chart
Novartis Sponsored Adr (NVS)	0.0	$515k	-2%	4.6k	111.48	View chart
Target Corporation (TGT)	0.0	$514k	-5%	4.9k	104.36	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$513k	-13%	2.6k	193.97	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$512k	+3%	2.6k	199.49	View chart
Grayscale Ethereum Trust Etf SHS (ETHE)	0.0	$505k	-3%	33k	15.22	View chart
Northrop Grumman Corporation (NOC)	0.0	$501k		978.00	512.01	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$495k		2.3k	211.47	View chart
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)	0.0	$492k		4.9k	99.99	View chart
Deere & Company (DE)	0.0	$491k		1.0k	469.35	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.0	$479k	-10%	9.5k	50.52	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$479k		5.2k	92.29	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.0	$479k	-3%	9.4k	50.71	View chart
Bank of New York Mellon Corporation (BK)	0.0	$477k		5.7k	83.87	View chart
Alphatec Hldgs Com New (ATEC)	0.0	$475k		47k	10.14	View chart
First Tr Exchange-traded Buywrit Incm Etf (FTHI)	0.0	$473k		22k	21.86	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.0	$472k	+18%	18k	26.26	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.0	$470k	+27%	5.6k	83.61	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$465k	-59%	4.4k	104.58	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$465k	-17%	1.3k	352.58	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.0	$459k	+33%	13k	36.49	View chart
AFLAC Incorporated (AFL)	0.0	$459k		4.1k	111.19	View chart
Marriott Intl Cl A (MAR)	0.0	$459k	-18%	1.9k	238.20	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.0	$454k	+2%	7.8k	58.54	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	0.0	$454k		8.3k	54.86	View chart
Metropcs Communications (TMUS)	0.0	$441k	+3%	1.7k	266.75	View chart
Emerson Electric (EMR)	0.0	$439k		4.0k	109.64	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.0	$433k		6.9k	63.00	View chart
Regeneron Pharmaceuticals (REGN)	0.0	$429k	-9%	677.00	633.86	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.0	$421k	-39%	5.1k	82.53	View chart
Ares Capital Corporation (ARCC)	0.0	$414k	-2%	19k	22.16	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$407k	-11%	7.8k	52.37	View chart
Apollo Global Mgmt (APO)	0.0	$406k	+10%	3.0k	136.94	View chart
Realty Income (O)	0.0	$406k	-40%	7.0k	58.01	View chart
Cadence Design Systems (CDNS)	0.0	$401k		1.6k	254.33	View chart
EastGroup Properties (EGP)	0.0	$399k	+3%	2.3k	176.13	View chart
Intel Corporation (INTC)	0.0	$391k	+2%	17k	22.71	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$380k	-36%	3.4k	111.08	View chart
Stryker Corporation (SYK)	0.0	$380k		1.0k	372.25	View chart
First Tr Exchange-traded Nasdq Oil Gas (FTXN)	0.0	$377k		12k	30.28	View chart
CSX Corporation (CSX)	0.0	$375k		13k	29.43	View chart
Dell Technologies CL C (DELL)	0.0	$371k	-12%	4.1k	91.15	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$371k	-8%	2.9k	128.96	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.0	$369k	+36%	14k	26.28	View chart
Omni (OMC)	0.0	$367k		4.4k	82.91	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$365k		2.1k	173.23	View chart
Air Products & Chemicals (APD)	0.0	$360k		1.2k	294.92	View chart
Putnam Mun Opportunities Tr Sh Ben Int (PMO)	0.0	$355k	-9%	35k	10.19	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.0	$353k		4.4k	80.66	View chart
First Tr Exchange Traded Tech Alphadex (FXL)	0.0	$349k		2.6k	132.25	View chart
Dow (DOW)	0.0	$346k		9.9k	34.92	View chart
General Dynamics Corporation (GD)	0.0	$345k		1.3k	272.58	View chart
Marathon Petroleum Corp (MPC)	0.0	$345k	-17%	2.4k	145.70	View chart
Fidelity Covington Trust Qlty Fctor Etf (FQAL)	0.0	$341k	NEW	5.3k	64.16	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.0	$341k	NEW	4.1k	82.18	View chart
Diamondback Energy (FANG)	0.0	$341k	NEW	2.1k	159.89	View chart
Eaton Corp SHS (ETN)	0.0	$340k		1.2k	271.83	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$338k	+56%	6.8k	49.81	View chart
Cummins (CMI)	0.0	$336k		1.1k	313.48	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.0	$334k		10k	32.51	View chart
Comcast Corp Cl A (CMCSA)	0.0	$334k	-16%	9.0k	36.90	View chart
EOG Resources (EOG)	0.0	$333k	-27%	2.6k	128.26	View chart
Moody's Corporation (MCO)	0.0	$332k		713.00	465.68	View chart
Nuveen Nasdaq 100 Dynamic Ov Com Shs (QQQX)	0.0	$328k	-7%	14k	23.75	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.0	$328k		10k	31.96	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.0	$323k		8.2k	39.37	View chart
Ishares Tr High Yld Systm B (HYDB)	0.0	$319k	+17%	6.8k	47.09	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.0	$317k	-83%	5.3k	59.59	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$314k	-24%	6.1k	51.78	View chart
Northern Trust Corporation (NTRS)	0.0	$313k	+2%	3.2k	98.65	View chart
General Mills (GIS)	0.0	$310k	-94%	5.2k	59.79	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.0	$307k	-21%	11k	26.82	View chart
Sempra Energy (SRE)	0.0	$306k		4.3k	71.36	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$306k	-9%	5.1k	59.75	View chart
First Tr Morningstar Divid L SHS (FDL)	0.0	$303k		7.0k	43.44	View chart
PNC Financial Services (PNC)	0.0	$298k		1.7k	175.77	View chart
Charles Schwab Corporation (SCHW)	0.0	$295k	+4%	3.8k	78.28	View chart
Otis Worldwide Corp (OTIS)	0.0	$293k		2.8k	103.20	View chart
Ishares Msci Italy Etf (EWI)	0.0	$291k	-6%	6.9k	42.32	View chart
Mainstay Definedterm Mn Opp (MMD)	0.0	$287k		19k	15.08	View chart
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)	0.0	$285k	+3%	12k	23.75	View chart
L3harris Technologies (LHX)	0.0	$285k	+38%	1.4k	209.31	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.0	$282k	+29%	5.5k	51.08	View chart
Ishares Msci Israel Etf (EIS)	0.0	$282k	NEW	3.8k	74.37	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.0	$282k		5.8k	48.31	View chart
Ishares Msci Hong Kg Etf (EWH)	0.0	$281k	NEW	16k	17.51	View chart
Regions Financial Corporation (RF)	0.0	$281k		13k	21.73	View chart
Intercontinental Exchange (ICE)	0.0	$280k		1.6k	172.45	View chart
Ishares Msci France Etf (EWQ)	0.0	$280k		7.0k	39.80	View chart
Micron Technology (MU)	0.0	$279k	NEW	3.2k	86.89	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.0	$276k		1.1k	253.76	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.0	$275k		5.8k	47.58	View chart
Henry Schein (HSIC)	0.0	$273k		4.0k	68.49	View chart
Ishares Tr Cybersecurity (IHAK)	0.0	$273k		5.8k	46.98	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$271k	-61%	882.00	306.74	View chart
Western Midstream Partners L Com Unit Lp Int (WES)	0.0	$269k		6.6k	40.96	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$269k	-23%	4.0k	67.85	View chart
Cincinnati Financial Corporation (CINF)	0.0	$269k		1.8k	147.71	View chart
First Tr Nas100 Eq Weighted SHS (QQEW)	0.0	$266k	-4%	2.2k	120.93	View chart
Novo-nordisk A S Adr (NVO)	0.0	$264k	+2%	3.8k	69.44	View chart
First Tr Value Line Divid In SHS (FVD)	0.0	$263k		5.9k	44.59	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$263k		2.4k	108.69	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$261k	NEW	1.9k	134.29	View chart
Ubs Group SHS (UBS)	0.0	$261k	+16%	8.5k	30.63	View chart
Humana (HUM)	0.0	$260k		981.00	264.60	View chart
Global X Fds Global X Silver (SIL)	0.0	$258k		6.5k	39.45	View chart
Applied Materials (AMAT)	0.0	$258k	-87%	1.8k	145.08	View chart
News Corp Cl A (NWSA)	0.0	$257k	NEW	9.5k	27.22	View chart
CF Industries Holdings (CF)	0.0	$255k		3.3k	78.15	View chart
SYSCO Corporation (SYY)	0.0	$254k		3.4k	75.04	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$254k		2.5k	102.18	View chart
Valmont Industries (VMI)	0.0	$253k		885.00	285.37	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$251k	NEW	1.7k	146.01	View chart
Ishares Tr Msci Ireland Etf (EIRL)	0.0	$249k	+7%	4.2k	59.12	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$249k		6.0k	41.21	View chart
Ge Vernova (GEV)	0.0	$247k		808.00	305.31	View chart
First Tr Exchange-traded Emerging Mkts (RNEM)	0.0	$246k		4.8k	51.29	View chart
Fidelity National Information Services (FIS)	0.0	$244k		3.3k	74.68	View chart
Marvell Technology (MRVL)	0.0	$242k		3.9k	61.57	View chart
Fidelity National Financial Fnf Group Com (FNF)	0.0	$241k	-96%	3.7k	65.08	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.0	$241k		2.2k	110.08	View chart
Nxp Semiconductors N V (NXPI)	0.0	$240k		1.3k	190.06	View chart
W.W. Grainger (GWW)	0.0	$239k	-8%	242.00	989.18	View chart
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM)	0.0	$236k		10k	22.86	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.0	$235k	-20%	7.7k	30.31	View chart
IDEXX Laboratories (IDXX)	0.0	$234k		556.00	419.95	View chart
Xcel Energy (XEL)	0.0	$233k		3.3k	70.79	View chart
Archer Daniels Midland Company (ADM)	0.0	$229k		225k	1.02	View chart
Manulife Finl Corp (MFC)	0.0	$227k	-40%	7.3k	31.15	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$226k		3.0k	74.73	View chart
Calamos Etf Tr Nasdaq 100 Struc (CPNJ)	0.0	$225k		9.2k	24.59	View chart
Arista Networks Com Shs (ANET)	0.0	$222k	-5%	2.9k	77.48	View chart
First Tr Exchange Traded Hlth Care Alph (FXH)	0.0	$221k		2.1k	103.60	View chart
Lyondellbasell Industries N Shs - A - (LYB)	0.0	$220k	NEW	3.1k	70.40	View chart
Builders FirstSource (BLDR)	0.0	$219k	+3%	1.8k	124.94	View chart
Voya Infrastructure Industrial & Materia (IDE)	0.0	$218k		21k	10.58	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$218k	-15%	12k	18.59	View chart
Waste Connections (WCN)	0.0	$210k	-91%	1.1k	195.12	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.0	$206k		3.6k	56.63	View chart
Zoetis Cl A (ZTS)	0.0	$206k	NEW	1.2k	164.60	View chart
Vaneck Etf Trust Biotech Etf (BBH)	0.0	$205k		1.3k	157.33	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$204k	-5%	1.9k	105.60	View chart
Ishares Tr Europe Etf (IEV)	0.0	$204k	-23%	3.5k	58.20	View chart
Crown Castle Intl (CCI)	0.0	$204k	NEW	2.0k	104.23	View chart
Delta Air Lines Inc Del Com New (DAL)	0.0	$203k	-3%	4.6k	43.60	View chart
Diageo Spon Adr New (DEO)	0.0	$202k	-17%	1.9k	104.79	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$201k	NEW	1.6k	125.97	View chart
Markel Corporation (MKL)	0.0	$200k	NEW	107.00	1869.61	View chart
Eaton Vance Tax-Managed Global Buy-Write (ETW)	0.0	$140k		17k	8.25	View chart
Eyepoint Pharmaceuticals Com New (EYPT)	0.0	$137k	+48%	25k	5.42	View chart
Ford Motor Company (F)	0.0	$106k	NEW	11k	10.03	View chart
Soundhound Ai Class A Com (SOUN)	0.0	$81k		10k	8.12	View chart
Neuphoria Therapeutics (NEUP)	0.0	$58k	NEW	10k	5.76	View chart
Ardelyx (ARDX)	0.0	$49k	NEW	10k	4.91	View chart
Vishay Intertechnology Note 2.250% 6/1	0.0	$49k	NEW	50k	0.98	View chart
Theratechnologies Com New (THTX)	0.0	$42k	NEW	30k	1.40	View chart
Arbutus Biopharma (ABUS)	0.0	$35k	NEW	10k	3.49	View chart
Tuhura Biosciences (HURA)	0.0	$34k		11k	3.23	View chart

Past Filings by Cyndeo Wealth Partners

SEC 13F filings are viewable for Cyndeo Wealth Partners going back to 2022

Cyndeo Wealth Partners 2025 Q1 filed April 17, 2025
Cyndeo Wealth Partners 2024 Q4 filed Jan. 21, 2025
Cyndeo Wealth Partners 2024 Q3 filed Oct. 18, 2024
Cyndeo Wealth Partners 2024 Q2 filed July 30, 2024
Cyndeo Wealth Partners 2024 Q1 filed April 17, 2024
Cyndeo Wealth Partners 2023 Q4 filed Jan. 12, 2024
Cyndeo Wealth Partners 2023 Q3 filed Oct. 10, 2023
Cyndeo Wealth Partners 2023 Q2 filed July 27, 2023
Cyndeo Wealth Partners 2023 Q1 restated filed April 25, 2023
Cyndeo Wealth Partners 2023 Q1 filed April 21, 2023
Cyndeo Wealth Partners 2022 Q4 filed Jan. 25, 2023

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