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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, ABBV, NVDA, and represent 13.30% of Cyndeo Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: AVGO (+$21M), FBND (+$19M), IGIB (+$16M), GSY (+$16M), AAPL (+$11M), NVDA (+$7.8M), GIS (+$6.4M), TFC (+$6.4M), PLTR (+$6.3M), JWN (+$6.2M).
Started 70 new stock positions in DCOR, KNG, PLTR, COWZ, DFAS, XAR, VRTX, XLF, BINC, ICVT.
Reduced shares in these 10 stocks: AGG (-$31M), TIP (-$16M), STIP (-$16M), MFC (-$6.8M), STX (-$6.5M), ALL (-$6.4M), C (-$5.8M), , SBUX, STLA.
Sold out of its positions in ARKZ, BAC.PL, BLK, BTI, CVS, CEG, DHI, DNN, DNA, VVR. IXC, LRCX, LEN, NKE, BIBL, SLB, SBCF, SIRI, VRT, STLA.
Cyndeo Wealth Partners was a net buyer of stock by $105M.
Cyndeo Wealth Partners has $1.4B in assets under management (AUM), dropping by 12.12%.
Central Index Key (CIK): 0001950947

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Portfolio Holdings for Cyndeo Wealth Partners

Cyndeo Wealth Partners holds 444 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Microsoft Corporation (MSFT)	4.4	$63M	-4%	145k	430.30	View chart
Apple (AAPL)	2.8	$41M	+36%	175k	233.00	View chart
Amazon (AMZN)	2.5	$36M	+10%	195k	186.33	View chart
Abbvie (ABBV)	1.9	$27M	-3%	136k	197.48	View chart
NVIDIA Corporation (NVDA)	1.7	$24M	+48%	199k	121.44	View chart
Broadcom (AVGO)	1.7	$24M	+830%	138k	172.50	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.6	$23M	+614%	482k	46.74	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	1.4	$20M	-15%	446k	45.24	View chart
Abbott Laboratories (ABT)	1.4	$20M	+7%	177k	114.01	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	1.4	$19M	+11%	818k	23.69	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.2	$18M	+18%	106k	165.85	View chart
Principal Exchange Traded Active High Yl (YLD)	1.2	$17M	+2%	864k	19.53	View chart
UnitedHealth (UNH)	1.2	$17M	+11%	29k	584.69	View chart
Meta Platforms Cl A (META)	1.2	$17M	+20%	29k	572.44	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	1.2	$17M	+4%	364k	45.89	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	1.2	$17M		662k	25.13	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.2	$17M	+13%	70k	237.21	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	1.2	$17M	+3764%	309k	53.72	View chart
Home Depot (HD)	1.1	$16M	+23%	39k	405.20	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	1.1	$16M	NEW	316k	50.18	View chart
Ishares Gold Tr Ishares New (IAU)	1.1	$16M		312k	49.70	View chart
Vanguard Index Fds Growth Etf (VUG)	1.0	$15M	+21%	39k	383.93	View chart
Coca-Cola Company (KO)	1.0	$15M	+28%	208k	71.86	View chart
JPMorgan Chase & Co. (JPM)	1.0	$15M		69k	210.86	View chart
Sprott Physical Gold Tr Unit (PHYS)	0.9	$13M		656k	20.38	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.9	$13M	+4%	23k	576.81	View chart
Oracle Corporation (ORCL)	0.9	$13M	-3%	73k	170.40	View chart
Union Pacific Corporation (UNP)	0.8	$11M	+50%	46k	246.48	View chart
Exxon Mobil Corporation (XOM)	0.8	$11M	+2%	92k	117.22	View chart
Global X Fds Global X Uranium (URA)	0.7	$11M	+27%	375k	28.61	View chart
Sprott Physical Silver Tr Tr Unit (PSLV)	0.7	$10M	-6%	985k	10.45	View chart
TJX Companies (TJX)	0.7	$10M	+101%	86k	117.54	View chart
Eli Lilly & Co. (LLY)	0.7	$9.8M	-2%	11k	885.91	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.7	$9.8M	-21%	28k	353.48	View chart
Johnson & Johnson (JNJ)	0.7	$9.7M	+11%	60k	162.06	View chart
Analog Devices (ADI)	0.7	$9.5M	+66%	41k	230.17	View chart
Morgan Stanley Com New (MS)	0.7	$9.4M	+75%	90k	104.24	View chart
Nextera Energy (NEE)	0.7	$9.4M	+8%	111k	84.53	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.7	$9.3M	+6%	54k	173.67	View chart
Procter & Gamble Company (PG)	0.6	$9.3M	+2%	53k	173.20	View chart
Coca-cola Europacific Partne SHS (CCEP)	0.6	$9.2M	+3%	117k	78.75	View chart
Verizon Communications (VZ)	0.6	$9.1M	+9%	203k	44.91	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$9.0M	+25%	32k	283.16	View chart
United Parcel Service CL B (UPS)	0.6	$8.9M	+105%	65k	136.34	View chart
Altria (MO)	0.6	$8.7M		171k	51.04	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$8.5M	+8%	49k	174.57	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$8.3M	+4%	50k	167.19	View chart
Eaton Vance Limited Duration Income Fund (EVV)	0.6	$8.2M		776k	10.51	View chart
Visa Com Cl A (V)	0.6	$8.1M		29k	274.95	View chart
Honeywell International (HON)	0.6	$8.0M	+41%	39k	206.71	View chart
McDonald's Corporation (MCD)	0.6	$7.9M	+4%	26k	304.51	View chart
Oneok (OKE)	0.5	$7.8M	-2%	85k	91.13	View chart
Ark 21shares Bitcoin Etf Shs Ben Int (ARKB)	0.5	$7.7M	+5%	121k	63.47	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$7.6M	+4%	13k	573.75	View chart
Automatic Data Processing (ADP)	0.5	$7.6M	+31%	27k	276.73	View chart
Digital Realty Trust (DLR)	0.5	$7.5M	+11%	46k	161.83	View chart
Vaneck Etf Trust Long Muni Etf (MLN)	0.5	$7.5M	+18%	407k	18.30	View chart
Vanguard World Extended Dur (EDV)	0.5	$7.4M		93k	79.68	View chart
Fidelity National Financial Fnf Group Com (FNF)	0.5	$7.3M	+7%	117k	62.06	View chart
Truist Financial Corp equities (TFC)	0.5	$7.1M	+900%	166k	42.77	View chart
Linde SHS (LIN)	0.5	$7.0M	-9%	15k	476.86	View chart
Sl Green Realty Corp (SLG)	0.5	$7.0M	-14%	101k	69.61	View chart
General Mills (GIS)	0.5	$6.8M	+1904%	92k	73.85	View chart
Epr Pptys Com Sh Ben Int (EPR)	0.5	$6.8M	+7%	138k	49.04	View chart
Williams Companies (WMB)	0.5	$6.7M	-6%	148k	45.65	View chart
Kinder Morgan (KMI)	0.5	$6.7M	+9%	302k	22.09	View chart
DTE Energy Company (DTE)	0.5	$6.7M		52k	128.41	View chart
Blackrock Multi-sector Incom other (BIT)	0.5	$6.7M	+21%	438k	15.20	View chart
Prologis (PLD)	0.5	$6.6M	+22%	53k	126.28	View chart
Old Republic International Corporation (ORI)	0.5	$6.5M	-3%	184k	35.42	View chart
ConocoPhillips (COP)	0.5	$6.5M	+1178%	62k	105.28	View chart
Palantir Technologies Cl A (PLTR)	0.4	$6.3M	NEW	170k	37.20	View chart
Viatris (VTRS)	0.4	$6.3M	+13%	541k	11.61	View chart
Nordstrom (JWN)	0.4	$6.2M	NEW	278k	22.49	View chart
Western Union Company (WU)	0.4	$6.2M	NEW	519k	11.93	View chart
CNA Financial Corporation (CNA)	0.4	$6.1M	NEW	125k	48.94	View chart
Trimtabs Etf Tr Fcf Us Qlty Etf (TTAC)	0.4	$6.0M		92k	65.18	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.4	$5.8M	+15%	109k	53.07	View chart
Ally Financial (ALLY)	0.4	$5.8M	+4%	163k	35.59	View chart
salesforce (CRM)	0.4	$5.7M	+25%	21k	273.72	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.4	$5.6M	NEW	105k	53.53	View chart
Tesla Motors (TSLA)	0.4	$5.5M	+39%	21k	261.62	View chart
Chubb (CB)	0.4	$5.5M	-39%	19k	288.39	View chart
Nuveen Floating Rate Income Fund (JFR)	0.3	$4.9M	+16%	558k	8.82	View chart
Mastercard Incorporated Cl A (MA)	0.3	$4.8M	+19%	9.7k	493.81	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.3	$4.5M	+16%	91k	49.47	View chart
Pfizer (PFE)	0.3	$4.4M	+25%	153k	28.94	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.3	$4.3M	-10%	101k	42.77	View chart
Ishares Tr Ibonds Dec (IBMM)	0.3	$4.3M	+11%	163k	26.10	View chart
Blackstone Group Inc Com Cl A (BX)	0.3	$4.3M	+45%	28k	153.13	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.3	$4.3M	-3%	86k	49.40	View chart
Lockheed Martin Corporation (LMT)	0.3	$4.3M		7.3k	584.54	View chart
Ishares Tr Ibonds Dec 25 (IBMN)	0.3	$4.2M	+11%	159k	26.66	View chart
Ishares Tr Ibonds Dec 26 (IBMO)	0.3	$4.2M	+11%	166k	25.65	View chart
Iron Mountain (IRM)	0.3	$4.2M	+4%	35k	118.83	View chart
American Tower Reit (AMT)	0.3	$4.2M	+38%	18k	232.56	View chart
Intuitive Surgical Com New (ISRG)	0.3	$4.1M	+7%	8.4k	491.27	View chart
Intuit (INTU)	0.3	$4.1M	+21%	6.6k	621.04	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.3	$4.1M	NEW	67k	61.14	View chart
Marsh & McLennan Companies (MMC)	0.3	$4.1M	-30%	18k	223.09	View chart
Sherwin-Williams Company (SHW)	0.3	$4.0M	+12%	10k	381.65	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.3	$3.9M	NEW	62k	63.34	View chart
Advanced Micro Devices (AMD)	0.3	$3.9M	-2%	24k	164.08	View chart
Thermo Fisher Scientific (TMO)	0.3	$3.9M	+33%	6.3k	618.62	View chart
Costco Wholesale Corporation (COST)	0.3	$3.9M	+31%	4.4k	886.43	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$3.7M	-20%	41k	91.31	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.3	$3.7M	+63%	138k	27.01	View chart
Tcw Etf Trust Transform System (NETZ)	0.3	$3.7M	+2%	50k	73.93	View chart
Colgate-Palmolive Company (CL)	0.3	$3.7M	+207%	36k	103.81	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.3	$3.7M	-2%	41k	91.06	View chart
Adobe Systems Incorporated (ADBE)	0.3	$3.7M	+5%	7.1k	517.78	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.3	$3.7M	+6%	136k	26.97	View chart
Ameriprise Financial (AMP)	0.3	$3.7M	-13%	7.8k	469.82	View chart
Raytheon Technologies Corp (RTX)	0.2	$3.6M	-38%	29k	121.16	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$3.4M	-14%	19k	179.30	View chart
Trane Technologies SHS (TT)	0.2	$3.4M	-29%	8.8k	388.74	View chart
Totalenergies Se Sponsored Ads (TTE)	0.2	$3.4M		52k	64.62	View chart
International Business Machines (IBM)	0.2	$3.4M	+3%	15k	221.09	View chart
Ishares Tr Ibonds Dec 27 (IBMP)	0.2	$3.3M	+19%	130k	25.45	View chart
Chipotle Mexican Grill (CMG)	0.2	$3.2M	-4%	56k	57.62	View chart
Enterprise Products Partners (EPD)	0.2	$3.2M		111k	29.11	View chart
Texas Instruments Incorporated (TXN)	0.2	$3.2M	-7%	16k	206.57	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.2	$3.1M	NEW	102k	30.81	View chart
Spdr Gold Tr Spdr Gold Tr (GLD)	0.2	$3.1M	+2%	13k	243.06	View chart
S&p Global (SPGI)	0.2	$3.1M	+8%	5.9k	516.65	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.2	$3.0M	+3%	64k	47.13	View chart
TransDigm Group Incorporated (TDG)	0.2	$3.0M	+52%	2.1k	1427.39	View chart
Boston Scientific Corporation (BSX)	0.2	$3.0M	-21%	36k	83.80	View chart
Republic Services (RSG)	0.2	$3.0M	-32%	15k	200.83	View chart
Applied Materials (AMAT)	0.2	$2.9M	-28%	15k	202.05	View chart
Chevron Corporation (CVX)	0.2	$2.9M		20k	147.27	View chart
O'reilly Automotive (ORLY)	0.2	$2.9M		2.5k	1151.60	View chart
Merck & Co (MRK)	0.2	$2.9M	+4%	25k	113.56	View chart
Flex Ord (FLEX)	0.2	$2.8M	-10%	85k	33.43	View chart
Phillips 66 (PSX)	0.2	$2.8M		21k	131.45	View chart
Cohen & Steers Quality Income Realty (RQI)	0.2	$2.8M	-4%	197k	14.17	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$2.8M	+19%	38k	72.63	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$2.7M	+9%	10k	263.82	View chart
Parker-Hannifin Corporation (PH)	0.2	$2.7M	-22%	4.2k	631.78	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.2	$2.7M	+79%	3.2k	833.37	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$2.5M	+65%	44k	57.53	View chart
Progressive Corporation (PGR)	0.2	$2.5M	NEW	10k	253.76	View chart
Palo Alto Networks (PANW)	0.2	$2.5M	-35%	7.4k	341.80	View chart
Pepsi (PEP)	0.2	$2.5M	-8%	15k	170.05	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$2.4M	-7%	51k	47.85	View chart
Waste Connections (WCN)	0.2	$2.4M	NEW	13k	178.82	View chart
PIMCO Corporate Income Fund (PCN)	0.2	$2.4M		169k	14.19	View chart
American Intl Group Com New (AIG)	0.2	$2.4M	-3%	33k	73.23	View chart
Catalyst Pharmaceutical Partners (CPRX)	0.2	$2.4M		118k	19.88	View chart
Danaher Corporation (DHR)	0.2	$2.3M	+9%	8.4k	278.01	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$2.3M	-93%	23k	101.27	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.2	$2.3M	+4%	12k	191.31	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.2	$2.3M	-5%	25k	91.81	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.2	$2.2M		36k	60.60	View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)	0.2	$2.2M	-6%	44k	50.50	View chart
First Tr Exchange Traded Indls Prod Dur (FXR)	0.2	$2.1M	-4%	28k	75.76	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$2.1M	-15%	20k	107.65	View chart
First Tr Exchange-traded Nasdq Semcndtr (FTXL)	0.1	$2.1M	-2%	23k	93.28	View chart
South State Corporation (SSB)	0.1	$2.1M		22k	97.18	View chart
First Tr Exchange Traded Consumr Discre (FXD)	0.1	$2.1M		33k	63.29	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$2.1M	+4%	9.9k	211.83	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$2.1M		3.00	691180.00	View chart
Wal-Mart Stores (WMT)	0.1	$2.1M	+21%	26k	80.75	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$2.1M	-15%	29k	70.83	View chart
Global X Fds Us Pfd Etf (PFFD)	0.1	$2.0M	+11%	98k	20.78	View chart
Caterpillar (CAT)	0.1	$2.0M	+6%	5.2k	391.13	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$2.0M		5.4k	375.40	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$2.0M	+25%	33k	61.11	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$1.9M		13k	151.62	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$1.9M		48k	39.82	View chart
Goldman Sachs (GS)	0.1	$1.9M	+14%	3.8k	495.12	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$1.8M	+2%	3.2k	569.66	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$1.8M	+7%	23k	78.05	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.1	$1.7M	-4%	35k	50.50	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$1.7M		6.4k	263.29	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$1.7M	+6%	26k	64.74	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.1	$1.7M		36k	45.51	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$1.6M	-21%	31k	52.98	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.1	$1.6M	+362%	54k	29.29	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$1.5M	+8%	64k	23.45	View chart
Pimco Dynamic Income SHS (PDI)	0.1	$1.5M	-17%	72k	20.27	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$1.4M	-10%	15k	98.10	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$1.4M	NEW	11k	125.62	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$1.4M	+84%	2.9k	488.13	View chart
Lowe's Companies (LOW)	0.1	$1.4M	+24%	5.1k	270.84	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$1.4M	-4%	26k	52.81	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$1.4M	+27%	2.6k	527.67	View chart
Trimtabs Etf Tr Fcf Intl Qlty Et (TTAI)	0.1	$1.4M	-3%	43k	31.28	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$1.3M	-82%	12k	109.53	View chart
BP Sponsored Adr (BP)	0.1	$1.3M	-74%	42k	31.39	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$1.3M	+6%	2.8k	460.26	View chart
American Electric Power Company (AEP)	0.1	$1.3M	-62%	13k	102.60	View chart
First Tr Sml Cp Core Alpha F Com Shs (FYX)	0.1	$1.3M	+50%	13k	99.53	View chart
Astrazeneca Sponsored Adr (AZN)	0.1	$1.3M	+14%	16k	77.91	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$1.3M	+24%	11k	116.96	View chart
Brown & Brown (BRO)	0.1	$1.3M	+3%	12k	103.60	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$1.2M	NEW	53k	23.12	View chart
Netflix (NFLX)	0.1	$1.2M		1.7k	709.27	View chart
Abrdn Healthcare Investors Sh Ben Int (HQH)	0.1	$1.2M		64k	18.62	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$1.2M	-2%	26k	45.86	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$1.2M	-3%	13k	94.61	View chart
Bank of America Corporation (BAC)	0.1	$1.2M	+21%	29k	39.68	View chart
Cohen & Steers infrastucture Fund (UTF)	0.1	$1.1M		44k	26.03	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$1.1M	+4%	5.1k	225.75	View chart
Starbucks Corporation (SBUX)	0.1	$1.1M	-81%	12k	97.49	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.1	$1.1M	+5%	17k	66.35	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.1	$1.1M		18k	62.20	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$1.1M	NEW	27k	41.16	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$1.1M	-2%	18k	59.51	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$1.0M	NEW	34k	30.80	View chart
Casey's General Stores (CASY)	0.1	$1.0M		2.7k	375.75	View chart
Fair Isaac Corporation (FICO)	0.1	$1.0M		520.00	1943.52	View chart
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Dvlp (PIZ)	0.1	$1.0M	-13%	27k	37.89	View chart
At&t (T)	0.1	$992k	+39%	45k	22.00	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$990k		12k	83.63	View chart
Toronto Dominion Bk Ont Com New (TD)	0.1	$975k	+31%	15k	63.26	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$969k	-57%	3.5k	276.76	View chart
Shell Spon Ads (SHEL)	0.1	$968k		15k	65.95	View chart
Cisco Systems (CSCO)	0.1	$959k		18k	53.22	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$952k	+27%	7.4k	128.28	View chart
Ishares Tr Investment Grade (IGEB)	0.1	$951k	+16%	21k	46.47	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$941k	+31%	2.9k	321.99	View chart
Norfolk Southern (NSC)	0.1	$937k		3.8k	248.50	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$927k	-14%	32k	29.18	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$920k	-6%	15k	62.69	View chart
3M Company (MMM)	0.1	$913k	-33%	6.7k	136.70	View chart
Diamondback Energy (FANG)	0.1	$912k	+31%	5.3k	172.41	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$907k	-11%	8.3k	109.34	View chart
Etf Ser Solutions Aptus Enhanced (JUCY)	0.1	$895k	-11%	39k	23.21	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$872k	+16%	9.3k	93.58	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$866k	+9%	9.0k	95.81	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$864k	NEW	18k	47.53	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$857k		4.5k	189.78	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$842k	NEW	3.7k	230.57	View chart
First Trust Lrgcp Gwt Alphad Com Shs (FTC)	0.1	$840k		6.4k	131.44	View chart
Illinois Tool Works (ITW)	0.1	$838k		3.2k	262.07	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$837k	-12%	2.7k	314.42	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$819k	-4%	11k	75.11	View chart
Philip Morris International (PM)	0.1	$819k	+23%	6.7k	121.39	View chart
Realty Income (O)	0.1	$813k		13k	63.42	View chart
Walt Disney Company (DIS)	0.1	$803k		8.3k	96.19	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.1	$802k	NEW	13k	63.47	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.1	$798k	NEW	15k	54.48	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$787k	-20%	749.00	1051.24	View chart
Target Corporation (TGT)	0.1	$780k	+7%	5.0k	155.87	View chart
Spdr Ser Tr Aerospace Def (XAR)	0.1	$778k	NEW	4.9k	157.34	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$777k	+3%	14k	57.41	View chart
Wells Fargo & Company (WFC)	0.1	$770k	-4%	14k	56.49	View chart
Cintas Corporation (CTAS)	0.1	$768k	NEW	3.7k	205.88	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$755k	+2%	9.1k	83.33	View chart
Kimberly-Clark Corporation (KMB)	0.1	$754k	+4%	5.3k	142.28	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$753k		2.3k	326.73	View chart
Advent Claymore Convertible Sec & Inc (AVK)	0.1	$744k		63k	11.74	View chart
Equifax (EFX)	0.1	$729k		2.5k	293.86	View chart
Ishares Tr Ibonds 24 Trm Ts (IBTE)	0.1	$725k	+19%	30k	24.00	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$717k	NEW	12k	57.83	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$711k	+5%	2.7k	267.41	View chart
Rockwell Automation (ROK)	0.0	$693k	-57%	2.6k	268.44	View chart
Amgen (AMGN)	0.0	$673k	+8%	2.1k	322.28	View chart
Medtronic SHS (MDT)	0.0	$666k		7.4k	90.03	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$661k	-96%	6.0k	110.47	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.0	$647k	-96%	6.4k	101.32	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	0.0	$644k	NEW	13k	48.95	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$639k	+9%	5.9k	108.63	View chart
Celsius Hldgs Com New (CELH)	0.0	$639k		20k	31.36	View chart
Intel Corporation (INTC)	0.0	$627k		27k	23.46	View chart
American Express Company (AXP)	0.0	$620k	+4%	2.3k	271.22	View chart
Duke Energy Corp Com New (DUK)	0.0	$615k	+50%	5.3k	115.30	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$613k	+123%	3.1k	198.05	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$606k	-59%	3.0k	202.76	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$600k	NEW	1.3k	465.08	View chart
GSK Sponsored Adr (GSK)	0.0	$600k		15k	40.88	View chart
Marriott Intl Cl A (MAR)	0.0	$590k		2.4k	248.60	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$589k		2.7k	220.89	View chart
Southern Company (SO)	0.0	$588k	+5%	6.5k	90.18	View chart
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)	0.0	$586k		10k	57.67	View chart
Raymond James Financial (RJF)	0.0	$585k	-6%	4.8k	122.46	View chart
Ge Aerospace Com New (GE)	0.0	$580k	+27%	3.1k	188.60	View chart
MetLife (MET)	0.0	$576k		7.0k	82.48	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$572k		2.3k	245.45	View chart
Corning Incorporated (GLW)	0.0	$570k	-2%	13k	45.15	View chart
Allstate Corporation (ALL)	0.0	$567k	-91%	3.0k	189.67	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$561k	-4%	17k	33.23	View chart
Dell Technologies CL C (DELL)	0.0	$548k	+10%	4.6k	118.54	View chart
Invesco Db Commdy Indx Trck Unit (DBC)	0.0	$545k		25k	22.27	View chart
Qualcomm (QCOM)	0.0	$537k		3.2k	170.02	View chart
First Tr Lrge Cp Core Alpha Com Shs (FEX)	0.0	$537k		5.2k	104.17	View chart
Waste Management (WM)	0.0	$533k	+7%	2.6k	207.61	View chart
Novartis Sponsored Adr (NVS)	0.0	$529k	-4%	4.6k	115.02	View chart
Kla Corp Com New (KLAC)	0.0	$525k	+8%	678.00	774.42	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$515k		5.8k	88.14	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$511k	+35%	5.8k	87.80	View chart
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)	0.0	$508k		4.9k	103.25	View chart
First Tr Exchange-traded Buywrit Incm Etf (FTHI)	0.0	$503k	NEW	22k	23.02	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.0	$498k	NEW	9.8k	50.88	View chart
Lyondellbasell Industries N Shs - A - (LYB)	0.0	$497k		5.2k	95.90	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$494k		5.2k	95.49	View chart
Bristol Myers Squibb (BMY)	0.0	$493k	+3%	9.5k	51.74	View chart
Northrop Grumman Corporation (NOC)	0.0	$490k	+10%	928.00	528.07	View chart
Discover Financial Services (DFS)	0.0	$486k		3.5k	140.30	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	0.0	$482k		8.3k	58.27	View chart
Marathon Petroleum Corp (MPC)	0.0	$482k		3.0k	162.90	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.0	$477k	NEW	5.3k	90.80	View chart
McKesson Corporation (MCK)	0.0	$472k	+159%	954.00	494.45	View chart
Citigroup Com New (C)	0.0	$468k	-92%	7.5k	62.60	View chart
Proshares Tr Bitcoin Strate (BITO)	0.0	$467k		24k	19.19	View chart
Comcast Corp Cl A (CMCSA)	0.0	$464k	+32%	11k	41.77	View chart
AFLAC Incorporated (AFL)	0.0	$462k	+4%	4.1k	111.80	View chart
Cme (CME)	0.0	$461k	-23%	2.1k	220.65	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$460k		8.7k	52.66	View chart
EOG Resources (EOG)	0.0	$457k	-85%	3.7k	122.94	View chart
Omni (OMC)	0.0	$456k		4.4k	103.39	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$445k	-48%	1.6k	280.47	View chart
Emerson Electric (EMR)	0.0	$441k	+4%	4.0k	109.37	View chart
CSX Corporation (CSX)	0.0	$440k	+3%	13k	34.53	View chart
Novo-nordisk A S Adr (NVO)	0.0	$437k	+12%	3.7k	119.07	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$437k	+14%	8.0k	54.93	View chart
Cadence Design Systems (CDNS)	0.0	$423k	-55%	1.6k	271.03	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.0	$420k	NEW	15k	28.86	View chart
Eaton Corp SHS (ETN)	0.0	$417k	NEW	1.3k	331.44	View chart
Paychex (PAYX)	0.0	$413k	+16%	3.1k	134.20	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.0	$413k		1.9k	220.05	View chart
Bank of New York Mellon Corporation (BK)	0.0	$410k	+5%	5.7k	71.86	View chart
EastGroup Properties (EGP)	0.0	$408k		2.2k	186.83	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$402k		3.1k	128.20	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.0	$397k	NEW	15k	27.46	View chart
Ares Capital Corporation (ARCC)	0.0	$392k	NEW	19k	20.94	View chart
Manulife Finl Corp (MFC)	0.0	$392k	-94%	13k	29.55	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$388k	-32%	5.3k	73.66	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.0	$383k		6.5k	59.23	View chart
General Dynamics Corporation (GD)	0.0	$379k		1.3k	302.20	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$377k	+52%	2.1k	179.16	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.0	$377k	-2%	8.7k	43.42	View chart
Deere & Company (DE)	0.0	$376k		900.00	417.33	View chart
Nuveen Nasdaq 100 Dynamic Ov Com Shs (QQQX)	0.0	$375k		15k	25.12	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.0	$374k	+23%	6.3k	59.21	View chart
Stryker Corporation (SYK)	0.0	$373k	-2%	1.0k	361.26	View chart
Humana (HUM)	0.0	$371k	+2%	1.2k	316.74	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.0	$370k	-90%	14k	26.65	View chart
First Tr Exchange Traded Tech Alphadex (FXL)	0.0	$366k		2.6k	138.65	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$364k	NEW	5.6k	64.86	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.0	$364k	NEW	4.4k	81.77	View chart
Air Products & Chemicals (APD)	0.0	$363k	-30%	1.2k	297.74	View chart
Calamos Strategic Total Retu Com Sh Ben Int (CSQ)	0.0	$361k		21k	17.35	View chart
First Tr Exchange-traded Nasdq Oil Gas (FTXN)	0.0	$360k		12k	28.95	View chart
Sempra Energy (SRE)	0.0	$360k		4.3k	83.63	View chart
Putnam Mun Opportunities Tr Sh Ben Int (PMO)	0.0	$357k	NEW	33k	10.90	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.0	$354k	NEW	5.9k	59.87	View chart
Moody's Corporation (MCO)	0.0	$343k	+7%	723.00	474.51	View chart
Diageo Spon Adr New (DEO)	0.0	$340k		2.4k	140.34	View chart
Ishares Msci Netherl Etf (EWN)	0.0	$338k	-9%	6.7k	50.86	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.0	$338k		8.2k	41.28	View chart
Cummins (CMI)	0.0	$336k		1.0k	323.79	View chart
Apollo Global Mgmt (APO)	0.0	$336k	+2%	2.7k	124.91	View chart
Metropcs Communications (TMUS)	0.0	$323k	NEW	1.6k	206.33	View chart
Ishares Msci Italy Etf (EWI)	0.0	$320k		8.2k	38.96	View chart
Ishares Msci France Etf (EWQ)	0.0	$314k		7.8k	40.40	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.0	$314k	-77%	9.3k	33.71	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.0	$313k		5.8k	53.70	View chart
Comfort Systems USA (FIX)	0.0	$308k		790.00	390.35	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.0	$306k		10k	29.75	View chart
Nxp Semiconductors N V (NXPI)	0.0	$305k	-5%	1.3k	240.01	View chart
Builders FirstSource (BLDR)	0.0	$305k	+3%	1.6k	193.86	View chart
Enbridge (ENB)	0.0	$302k	NEW	7.4k	40.61	View chart
Ishares Tr Msci Ireland Etf (EIRL)	0.0	$301k	-4%	4.4k	68.62	View chart
Regions Financial Corporation (RF)	0.0	$301k		13k	23.33	View chart
First Tr Nas100 Eq Weighted SHS (QQEW)	0.0	$301k	-55%	2.4k	125.45	View chart
Ishares Tr Msci Denmark Etf (EDEN)	0.0	$295k	-4%	2.3k	127.00	View chart
Otis Worldwide Corp (OTIS)	0.0	$295k	+11%	2.8k	103.94	View chart
PNC Financial Services (PNC)	0.0	$292k	+8%	1.6k	184.89	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$291k		3.0k	98.12	View chart
Henry Schein (HSIC)	0.0	$291k		4.0k	72.90	View chart
Arista Networks (ANET)	0.0	$291k	NEW	758.00	383.82	View chart
CF Industries Holdings (CF)	0.0	$287k	+2%	3.3k	85.80	View chart
IDEXX Laboratories (IDXX)	0.0	$285k		564.00	505.22	View chart
Marvell Technology (MRVL)	0.0	$284k	+15%	3.9k	72.12	View chart
Ishares Tr Cybersecurity (IHAK)	0.0	$283k		5.8k	48.74	View chart
Mainstay Definedterm Mn Opp (MMD)	0.0	$283k	NEW	17k	16.86	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.0	$283k		1.1k	259.96	View chart
W.W. Grainger (GWW)	0.0	$281k		270.00	1039.87	View chart
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)	0.0	$281k	-46%	12k	24.08	View chart
Northern Trust Corporation (NTRS)	0.0	$280k	+3%	3.1k	90.03	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.0	$280k	-24%	5.9k	47.53	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.0	$276k	NEW	10k	26.95	View chart
Fidelity National Information Services (FIS)	0.0	$276k	NEW	3.3k	83.75	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$273k	-3%	2.4k	112.97	View chart
Carlisle Companies (CSL)	0.0	$271k		602.00	449.75	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$270k	NEW	2.5k	106.75	View chart
Micron Technology (MU)	0.0	$267k	-92%	2.6k	103.71	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$267k	NEW	5.9k	45.32	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$267k		3.7k	71.73	View chart
Intercontinental Exchange (ICE)	0.0	$266k	NEW	1.7k	160.60	View chart
First Tr Value Line Divid In SHS (FVD)	0.0	$265k	NEW	5.8k	45.49	View chart
First Tr Exchange-traded Emerging Mkts (RNEM)	0.0	$264k		4.8k	55.14	View chart
SYSCO Corporation (SYY)	0.0	$262k	-3%	3.4k	78.06	View chart
Alphatec Hldgs Com New (ATEC)	0.0	$260k		47k	5.56	View chart
Calamos Etf Tr Nasdaq 100 Struc (CPNJ)	0.0	$254k	NEW	10k	24.47	View chart
Valmont Industries (VMI)	0.0	$254k		877.00	289.95	View chart
Palomar Hldgs (PLMR)	0.0	$254k		2.7k	94.67	View chart
First Tr Morningstar Divid L SHS (FDL)	0.0	$253k	NEW	6.0k	41.95	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$252k	NEW	6.1k	41.69	View chart
Western Midstream Partners L Com Unit Lp Int (WES)	0.0	$252k	NEW	6.6k	38.26	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$250k	NEW	3.1k	80.77	View chart
Crown Castle Intl (CCI)	0.0	$249k		2.1k	118.63	View chart
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM)	0.0	$248k		10k	23.96	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.0	$248k	NEW	2.2k	112.96	View chart
Cincinnati Financial Corporation (CINF)	0.0	$246k	NEW	1.8k	136.13	View chart
Zoetis Cl A (ZTS)	0.0	$244k	NEW	1.3k	195.39	View chart
First Tr Exchange Traded Hlth Care Alph (FXH)	0.0	$244k		2.2k	111.86	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.0	$241k	NEW	2.9k	83.67	View chart
Delta Air Lines Inc Del Com New (DAL)	0.0	$240k	-90%	4.7k	50.79	View chart
Southern Copper Corporation (SCCO)	0.0	$239k		2.1k	115.67	View chart
Voya Infrastructure Industrial & Materia (IDE)	0.0	$234k		21k	11.36	View chart
Ingersoll Rand (IR)	0.0	$234k	-3%	2.4k	98.16	View chart
Charles Schwab Corporation (SCHW)	0.0	$233k	+10%	3.6k	64.81	View chart
Archer Daniels Midland Company (ADM)	0.0	$232k		225k	1.03	View chart
Vaneck Etf Trust Biotech Etf (BBH)	0.0	$231k		1.3k	177.39	View chart
Global X Fds Global X Silver (SIL)	0.0	$230k		6.5k	35.09	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.0	$227k		3.6k	62.38	View chart
Ubs Group SHS (UBS)	0.0	$227k	+6%	7.3k	30.91	View chart
The Baldwin Insurance Grp In Com Cl A (BWIN)	0.0	$220k	NEW	4.4k	49.80	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$220k	NEW	1.4k	154.05	View chart
Interpublic Group of Companies (IPG)	0.0	$218k	NEW	6.9k	31.63	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$217k	NEW	370.00	586.55	View chart
Ross Stores (ROST)	0.0	$215k	NEW	1.4k	150.46	View chart
Ge Vernova (GEV)	0.0	$213k	NEW	835.00	254.98	View chart
Ishares Tr Europe Etf (IEV)	0.0	$211k	NEW	3.6k	58.27	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.0	$210k	-3%	4.0k	52.59	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.0	$208k	NEW	5.0k	41.49	View chart
Canadian Pacific Kansas City (CP)	0.0	$204k	NEW	2.4k	85.54	View chart
Morningstar (MORN)	0.0	$203k	NEW	636.00	319.12	View chart
L3harris Technologies (LHX)	0.0	$203k	NEW	853.00	237.87	View chart
Xcel Energy (XEL)	0.0	$201k	NEW	3.1k	65.29	View chart
Booz Allen Hamilton Hldg Cor Cl A (BAH)	0.0	$201k	NEW	1.2k	162.78	View chart
Theratechnologies Com New (THTX)	0.0	$163k	+26%	131k	1.24	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.0	$149k		12k	12.38	View chart
Eaton Vance Tax-Managed Global Buy-Write (ETW)	0.0	$148k		17k	8.68	View chart
Ford Motor Company (F)	0.0	$131k		12k	10.56	View chart
Cohen & Steers Total Return Real (RFI)	0.0	$131k		10k	13.09	View chart
Pennantpark Floating Rate Capi (PFLT)	0.0	$131k	+2%	11k	11.57	View chart
Eyepoint Pharmaceuticals Com New (EYPT)	0.0	$100k	NEW	13k	7.99	View chart
Archer Aviation Com Cl A (ACHR)	0.0	$36k	NEW	12k	3.03	View chart
Prospect Cap Corp Note 6.375% 3/0	0.0	$24k	NEW	24k	1.00	View chart
Lilium N V Class A Ord Shs (LILM)	0.0	$7.7k		10k	0.77	View chart

Past Filings by Cyndeo Wealth Partners

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

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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