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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, AVGO, AAPL, NVDA, AMZN, and represent 16.42% of Cyndeo Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: GSK (+$7.8M), UPS (+$7.3M), BRTR (+$6.8M), AEP (+$6.7M), DUK (+$6.6M), JNJ (+$5.4M), BAI, NFLX, MSFT, ACIO.
Started 34 new stock positions in FPE, IPKW, JKHY, BRTR, FDEM, GSK, IYG, HGER, DRSK, BAI.
Reduced shares in these 10 stocks: OMC (-$8.3M), HSY (-$7.2M), CNH (-$6.9M), BG (-$6.6M), ASML, IBMN, KO, CRM, AMP, QUAL.
Sold out of its positions in OKLO, APO, AXON, BLDR, CGMU, CGCB, CTAS, CRWV, EOG, ENB.
Cyndeo Wealth Partners was a net buyer of stock by $40M.
Cyndeo Wealth Partners has $1.9B in assets under management (AUM), dropping by 3.13%.
Central Index Key (CIK): 0001950947

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Portfolio Holdings for Cyndeo Wealth Partners

Cyndeo Wealth Partners holds 477 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Microsoft Corporation (MSFT)	4.4	$83M	+3%	171k	483.62	View chart
Broadcom (AVGO)	3.4	$63M		182k	346.10	View chart
Apple (AAPL)	3.1	$57M	+2%	210k	271.86	View chart
NVIDIA Corporation (NVDA)	2.9	$54M	+2%	290k	186.50	View chart
Amazon (AMZN)	2.6	$48M		208k	230.82	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.7	$32M	+4%	102k	313.00	View chart
JPMorgan Chase & Co. (JPM)	1.7	$31M		96k	322.22	View chart
Abbvie (ABBV)	1.6	$30M		132k	228.49	View chart
Johnson & Johnson (JNJ)	1.5	$27M	+25%	130k	206.95	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.4	$25M	+5%	551k	46.04	View chart
Sprott Physical Silver Tr Tr Unit (PSLV)	1.3	$25M		1.1M	23.65	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.3	$24M	+5%	93k	257.95	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	1.3	$23M	+10%	77k	303.89	View chart
Sprott Physical Gold Tr Unit (PHYS)	1.2	$23M	+4%	696k	33.02	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	1.2	$22M	+4%	945k	23.23	View chart
Ishares Gold Tr Ishares New (IAU)	1.2	$22M		266k	81.17	View chart
Meta Platforms Cl A (META)	1.1	$21M	-4%	32k	660.08	View chart
First Tr Exchange-traded Core Investment (FTCB)	1.1	$21M	+4%	979k	21.23	View chart
Abbott Laboratories (ABT)	1.1	$20M	-8%	160k	125.29	View chart
Oracle Corporation (ORCL)	1.1	$20M		102k	194.91	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	1.0	$20M	+4%	774k	25.17	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	1.0	$19M	+3%	358k	53.88	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	1.0	$19M	+3%	404k	45.88	View chart
Principal Exchange Traded Active High Yl (YLD)	1.0	$19M	+4%	972k	19.00	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	1.0	$18M	+3%	366k	50.25	View chart
Vanguard Index Fds Growth Etf (VUG)	1.0	$18M	-3%	38k	487.86	View chart
Global X Fds Global X Uranium (URA)	1.0	$18M	+4%	413k	42.73	View chart
Morgan Stanley Com New (MS)	0.9	$17M		94k	177.53	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.9	$17M		24k	684.94	View chart
Eli Lilly & Co. (LLY)	0.9	$16M	+7%	15k	1074.71	View chart
Home Depot (HD)	0.9	$16M	-2%	46k	344.10	View chart
TJX Companies (TJX)	0.8	$15M	+2%	101k	153.61	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.8	$15M	+5%	22k	681.92	View chart
Palantir Technologies Cl A (PLTR)	0.8	$15M	-12%	84k	177.75	View chart
American Express Company (AXP)	0.7	$13M	+2%	36k	369.95	View chart
Merck & Co (MRK)	0.7	$13M	+2%	123k	105.26	View chart
Ark 21shares Bitcoin Etf Shs Ben Int (ARKB)	0.6	$12M	+4%	414k	29.04	View chart
Nuveen Floating Rate Income Fund (JFR)	0.6	$12M	-12%	1.5M	7.83	View chart
Altria (MO)	0.6	$11M	+4%	196k	57.66	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$11M		33k	335.27	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$11M		36k	313.80	View chart
Blackrock Multi-sector Incom other (BIT)	0.6	$11M		838k	13.06	View chart
Raytheon Technologies Corp (RTX)	0.6	$11M	+2%	59k	183.40	View chart
Visa Com Cl A (V)	0.6	$11M		30k	350.71	View chart
Tesla Motors (TSLA)	0.6	$11M		24k	449.72	View chart
Analog Devices (ADI)	0.6	$11M	+10%	39k	271.20	View chart
Verizon Communications (VZ)	0.5	$10M	+3%	250k	40.73	View chart
Old Republic International Corporation (ORI)	0.5	$10M	+3%	221k	45.64	View chart
Lincoln National Corporation (LNC)	0.5	$10M	+3%	224k	44.53	View chart
UGI Corporation (UGI)	0.5	$9.8M	+3%	263k	37.43	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.5	$9.8M	-2%	16k	603.28	View chart
Nextera Energy (NEE)	0.5	$9.8M	+2%	122k	80.28	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$9.7M	+11%	20k	473.31	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$9.6M		51k	190.99	View chart
Exxon Mobil Corporation (XOM)	0.5	$9.5M	+2%	79k	120.34	View chart
United Parcel Service CL B (UPS)	0.5	$9.1M	+411%	92k	99.19	View chart
Williams Companies (WMB)	0.5	$8.9M	+3%	148k	60.11	View chart
McDonald's Corporation (MCD)	0.5	$8.7M	+2%	28k	305.63	View chart
Target Corporation (TGT)	0.5	$8.7M	+29%	89k	97.75	View chart
Kinder Morgan (KMI)	0.5	$8.5M	+5%	311k	27.49	View chart
Coca-Cola Company (KO)	0.5	$8.5M	-29%	122k	69.91	View chart
Amgen (AMGN)	0.5	$8.4M	+4%	26k	327.30	View chart
Pimco Dynamic Income SHS (PDI)	0.5	$8.4M	+10%	472k	17.71	View chart
DTE Energy Company (DTE)	0.5	$8.3M	+5%	65k	128.98	View chart
Devon Energy Corporation (DVN)	0.4	$8.3M	+5%	226k	36.63	View chart
Union Pacific Corporation (UNP)	0.4	$8.3M	-14%	36k	231.32	View chart
Procter & Gamble Company (PG)	0.4	$7.9M	-3%	55k	143.31	View chart
Chubb (CB)	0.4	$7.8M	+2%	25k	312.11	View chart
GSK Sponsored Adr (GSK)	0.4	$7.8M	NEW	159k	49.04	View chart
Caterpillar (CAT)	0.4	$7.6M		13k	572.87	View chart
Prologis (PLD)	0.4	$7.5M	+3%	59k	127.66	View chart
Smucker J M Com New (SJM)	0.4	$7.4M	-3%	76k	97.81	View chart
American Electric Power Company (AEP)	0.4	$7.4M	+982%	64k	115.31	View chart
Duke Energy Corp Com New (DUK)	0.4	$7.3M	+912%	62k	117.21	View chart
Linde SHS (LIN)	0.4	$7.1M	+6%	17k	426.39	View chart
Automatic Data Processing (ADP)	0.4	$7.1M	-3%	28k	257.23	View chart
Trimtabs Etf Tr Fcf Us Qlty Etf (ABFL)	0.4	$7.1M	-4%	99k	71.37	View chart
Rithm Capital Corp Com New (RITM)	0.4	$7.0M	+5%	646k	10.90	View chart
Pimco Etf Tr 25yr+ Zero U S (ZROZ)	0.4	$6.9M	+3%	108k	64.25	View chart
Best Buy (BBY)	0.4	$6.9M	+5%	102k	66.93	View chart
Blackrock Etf Trust Ii Ishares Total Re (BRTR)	0.4	$6.8M	NEW	133k	50.77	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.4	$6.7M		122k	54.84	View chart
Wal-Mart Stores (WMT)	0.4	$6.5M		59k	111.41	View chart
Trane Technologies SHS (TT)	0.3	$6.1M		16k	389.19	View chart
Vaneck Etf Trust Long Muni Etf (MLN)	0.3	$6.1M	+3%	346k	17.53	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.3	$6.0M		99k	60.81	View chart
Mastercard Incorporated Cl A (MA)	0.3	$6.0M	-10%	11k	570.86	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.3	$5.9M	+11%	112k	52.77	View chart
Parker-Hannifin Corporation (PH)	0.3	$5.8M		6.6k	879.00	View chart
Texas Instruments Incorporated (TXN)	0.3	$5.4M	+3%	31k	173.49	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.3	$5.1M	+6%	109k	47.02	View chart
Spdr Gold Tr Spdr Gold Tr (GLD)	0.3	$5.0M		13k	396.32	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.3	$5.0M	-6%	19k	268.30	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.3	$4.9M	+5%	96k	51.12	View chart
Arista Networks Com Shs (ANET)	0.3	$4.9M		37k	131.03	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.3	$4.8M	-15%	17k	276.94	View chart
Tcw Etf Trust Transform System (PWRD)	0.3	$4.8M	-6%	50k	96.16	View chart
Intuitive Surgical Com New (ISRG)	0.3	$4.8M	+20%	8.5k	566.38	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.3	$4.8M	-8%	65k	73.63	View chart
Hca Holdings (HCA)	0.3	$4.7M		10k	466.86	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.2	$4.6M	+35%	64k	71.72	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$4.5M	-4%	29k	154.14	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.2	$4.4M		92k	47.93	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.2	$4.3M	-14%	133k	32.73	View chart
Eaton Vance Limited Duration Income Fund (EVV)	0.2	$4.3M		437k	9.91	View chart
Boston Scientific Corporation (BSX)	0.2	$4.3M	+5%	45k	95.35	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$4.1M		6.7k	614.33	View chart
Intuit (INTU)	0.2	$4.1M	+2%	6.2k	662.46	View chart
Enterprise Products Partners (EPD)	0.2	$4.1M		127k	32.06	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$3.9M	+13%	58k	67.22	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.2	$3.8M	-6%	111k	34.21	View chart
O'reilly Automotive (ORLY)	0.2	$3.8M	+2%	41k	91.21	View chart
Ishares Tr Ibonds Dec 26 (IBMO)	0.2	$3.8M	+9%	146k	25.64	View chart
International Business Machines (IBM)	0.2	$3.7M	-7%	13k	296.20	View chart
Blackrock (BLK)	0.2	$3.7M	+12%	3.5k	1070.35	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.2	$3.7M	-7%	43k	85.77	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.2	$3.6M	NEW	107k	33.30	View chart
Hartford Financial Services (HIG)	0.2	$3.5M		26k	137.80	View chart
Ishares Tr Ibonds Dec 27 (IBMP)	0.2	$3.5M	+17%	137k	25.39	View chart
Cohen & Steers Quality Income Realty (RQI)	0.2	$3.5M	-12%	302k	11.42	View chart
Sherwin-Williams Company (SHW)	0.2	$3.4M	+3%	11k	324.02	View chart
Marsh & McLennan Companies (MMC)	0.2	$3.4M	-2%	18k	185.52	View chart
Costco Wholesale Corporation (COST)	0.2	$3.2M	-2%	3.8k	862.28	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.2	$3.2M	-16%	110k	29.55	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.2	$3.2M	-3%	28k	114.52	View chart
Lockheed Martin Corporation (LMT)	0.2	$3.2M	-5%	6.6k	483.64	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$3.2M	+127%	5.1k	627.09	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$3.1M	+5%	37k	84.64	View chart
Ishares Tr Ibonds Dec 28 (IBMQ)	0.2	$3.1M	+25%	122k	25.57	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$3.1M	-3%	33k	94.16	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$3.1M		26k	119.35	View chart
Progressive Corporation (PGR)	0.2	$3.0M	-12%	13k	227.73	View chart
Goldman Sachs (GS)	0.2	$2.9M	-6%	3.3k	878.88	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.2	$2.9M	-17%	61k	46.86	View chart
TransDigm Group Incorporated (TDG)	0.2	$2.8M		2.1k	1329.80	View chart
Netflix (NFLX)	0.2	$2.8M	+1568%	30k	93.76	View chart
Catalyst Pharmaceutical Partners (CPRX)	0.1	$2.8M		118k	23.34	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$2.7M	-8%	9.7k	275.38	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$2.6M	+26%	12k	210.34	View chart
S&p Global (SPGI)	0.1	$2.6M	+9%	5.0k	522.63	View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)	0.1	$2.6M		38k	68.36	View chart
Eaton Corp SHS (ETN)	0.1	$2.6M	+9%	8.1k	318.53	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$2.6M	+2%	29k	89.46	View chart
Pfizer (PFE)	0.1	$2.5M	-31%	101k	24.90	View chart
Republic Services (RSG)	0.1	$2.5M		12k	211.94	View chart
Palo Alto Networks (PANW)	0.1	$2.5M	-14%	14k	184.20	View chart
American Tower Reit (AMT)	0.1	$2.5M	+11%	14k	175.57	View chart
Etf Ser Solutions Aptus Collrd Inv (ACIO)	0.1	$2.5M	NEW	57k	43.70	View chart
Iron Mountain (IRM)	0.1	$2.5M	-12%	30k	82.95	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$2.5M	-2%	25k	99.88	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$2.4M		39k	62.47	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$2.4M	+15%	12k	199.68	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$2.4M		45k	53.76	View chart
Etf Ser Solutions Aptus Defined (DRSK)	0.1	$2.3M	NEW	80k	28.47	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$2.3M		3.00	754800.00	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.1	$2.2M	+149%	18k	128.93	View chart
Cisco Systems (CSCO)	0.1	$2.2M	-6%	29k	77.03	View chart
Slide Ins Hldgs (SLDE)	0.1	$2.2M	NEW	115k	19.48	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.1	$2.2M	-2%	9.7k	230.20	View chart
Stryker Corporation (SYK)	0.1	$2.2M	-7%	6.3k	351.46	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$2.2M	+118%	30k	74.07	View chart
Chevron Corporation (CVX)	0.1	$2.2M	-2%	14k	152.41	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$2.1M		14k	148.69	View chart
Micron Technology (MU)	0.1	$2.1M	+242%	7.3k	285.41	View chart
Southstate Bk Corp (SSB)	0.1	$2.1M		22k	94.11	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$2.1M	+4%	90k	23.02	View chart
Pepsi (PEP)	0.1	$2.1M		14k	143.52	View chart
Blackrock Etf Trust Ii Ishares Intermed (INMU)	0.1	$2.0M	NEW	85k	24.04	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$2.0M	+459%	5.2k	373.44	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$1.9M	NEW	38k	50.50	View chart
Intercontinental Exchange (ICE)	0.1	$1.9M	+857%	12k	161.97	View chart
Advanced Micro Devices (AMD)	0.1	$1.9M		8.8k	214.17	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$1.9M	+2%	82k	22.64	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$1.8M		18k	101.67	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$1.8M	+8%	3.9k	468.81	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$1.8M	-39%	25k	71.41	View chart
Chipotle Mexican Grill (CMG)	0.1	$1.8M	-6%	49k	37.00	View chart
First Tr Exchange Traded Indls Prod Dur (FXR)	0.1	$1.8M	-2%	22k	79.87	View chart
Danaher Corporation (DHR)	0.1	$1.8M	-2%	7.7k	228.92	View chart
Advent Claymore Convertible Sec & Inc (AVK)	0.1	$1.7M	+17%	138k	12.54	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$1.7M	-6%	3.4k	502.65	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$1.7M	-2%	6.4k	269.18	View chart
First Tr Exchange Traded Finls Alphadex (FXO)	0.1	$1.7M	-2%	29k	60.35	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.1	$1.7M	+4%	23k	74.88	View chart
Applovin Corp Com Cl A (APP)	0.1	$1.7M	-15%	2.5k	673.84	View chart
Warner Bros Discovery Com Ser A (WBD)	0.1	$1.7M	NEW	59k	28.82	View chart
BP Sponsored Adr (BP)	0.1	$1.7M		49k	34.73	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$1.7M	+2%	5.7k	290.22	View chart
Intel Corporation (INTC)	0.1	$1.7M	+210%	45k	36.90	View chart
Bank of America Corporation (BAC)	0.1	$1.6M	+5%	30k	55.00	View chart
Global X Fds Us Pfd Etf (PFFD)	0.1	$1.6M	-12%	86k	18.91	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.1	$1.6M	-44%	24k	66.43	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.1	$1.6M	+13%	21k	74.88	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$1.5M	+25%	9.6k	160.97	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$1.5M	+90%	27k	57.24	View chart
Casey's General Stores (CASY)	0.1	$1.5M		2.7k	552.62	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$1.5M	+99%	11k	143.96	View chart
UnitedHealth (UNH)	0.1	$1.5M	-20%	4.6k	330.11	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$1.5M	+2%	16k	93.08	View chart
First Tr Exchange Traded Utilities Alph (FXU)	0.1	$1.4M	-2%	32k	45.01	View chart
Toronto Dominion Bk Ont Com New (TD)	0.1	$1.4M		15k	94.20	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$1.4M		26k	54.71	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$1.4M		18k	75.44	View chart
Astrazeneca Sponsored Adr (AZN)	0.1	$1.4M	-5%	15k	91.93	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.1	$1.4M	+172%	51k	26.42	View chart
Ge Aerospace Com New (GE)	0.1	$1.4M	+20%	4.4k	308.05	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$1.3M		28k	47.79	View chart
Take-Two Interactive Software (TTWO)	0.1	$1.3M	+15%	5.1k	256.04	View chart
Wells Fargo & Company (WFC)	0.1	$1.3M	-2%	14k	93.20	View chart
Raymond James Financial (RJF)	0.1	$1.3M	+71%	8.1k	160.59	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$1.3M		4.2k	302.12	View chart
Spdr Ser Tr Aerospace Def (XAR)	0.1	$1.2M		5.2k	241.22	View chart
First Tr Sml Cp Core Alpha F Com Shs (FYX)	0.1	$1.2M		11k	113.14	View chart
Brown & Brown (BRO)	0.1	$1.2M		16k	79.70	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.1	$1.2M	+33%	14k	91.38	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$1.2M	+13%	13k	96.03	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$1.2M	-4%	3.6k	342.97	View chart
Citigroup Com New (C)	0.1	$1.2M	+5%	10k	116.69	View chart
Thermo Fisher Scientific (TMO)	0.1	$1.2M		2.1k	579.35	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.1	$1.2M	NEW	13k	92.25	View chart
Ishares Emng Mkts Eqt (EMGF)	0.1	$1.2M	-2%	20k	57.85	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$1.2M	+177%	5.4k	214.69	View chart
Lowe's Companies (LOW)	0.1	$1.1M		4.8k	241.14	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$1.1M	-7%	2.8k	412.73	View chart
Vanguard World Health Car Etf (VHT)	0.1	$1.1M	NEW	3.9k	287.85	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$1.1M		3.7k	301.19	View chart
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Dvlp (PIZ)	0.1	$1.1M	-2%	23k	48.98	View chart
Shell Spon Ads (SHEL)	0.1	$1.1M		15k	73.48	View chart
Ishares Tr Ibonds Dec 2029 (IBMR)	0.1	$1.1M	NEW	42k	25.43	View chart
Norfolk Southern (NSC)	0.1	$1.1M		3.7k	288.72	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$1.0M		9.8k	107.11	View chart
Honeywell International (HON)	0.1	$1.0M	-2%	5.4k	195.09	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.1	$1.0M	-25%	39k	26.33	View chart
Fidelity Covington Trust Crypto Ind & Dig (FDIG)	0.1	$1.0M		27k	38.53	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$1.0M	+3%	11k	96.28	View chart
Rockwell Automation (ROK)	0.1	$1.0M		2.6k	389.06	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$1.0M		15k	69.42	View chart
Cohen & Steers infrastucture Fund (UTF)	0.1	$1.0M		42k	24.11	View chart
3M Company (MMM)	0.1	$1.0M	-4%	6.3k	160.10	View chart
Alphatec Hldgs Com New (ATEC)	0.1	$986k		47k	21.04	View chart
Colgate-Palmolive Company (CL)	0.1	$961k		12k	79.02	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.1	$954k		22k	44.32	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$949k	+3%	9.9k	96.27	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.1	$944k		13k	70.99	View chart
Corning Incorporated (GLW)	0.0	$924k		11k	87.56	View chart
Citizens Financial Services (CZFS)	0.0	$923k	NEW	16k	57.02	View chart
Harbor Etf Trust Harbor Commodity (HGER)	0.0	$913k	NEW	37k	24.82	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.0	$898k		15k	59.28	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$895k	+8%	9.4k	95.22	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.0	$894k	-17%	6.3k	141.16	View chart
PIMCO Corporate Income Fund (PCN)	0.0	$893k		70k	12.76	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.0	$893k	+6%	16k	56.69	View chart
Easterly Govt Pptys Com Shs (DEA)	0.0	$887k	-8%	42k	21.19	View chart
Capital Grp Fixed Incm Etf T Short Duration (CGSD)	0.0	$885k		34k	26.01	View chart
Truist Financial Corp equities (TFC)	0.0	$852k	-10%	17k	49.21	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$843k		2.3k	360.13	View chart
Philip Morris International (PM)	0.0	$840k	-22%	5.2k	160.40	View chart
Walt Disney Company (DIS)	0.0	$830k	+9%	7.3k	113.77	View chart
At&t (T)	0.0	$827k	-5%	33k	24.84	View chart
Ameriprise Financial (AMP)	0.0	$821k	-78%	1.7k	490.46	View chart
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)	0.0	$807k		10k	79.45	View chart
Fair Isaac Corporation (FICO)	0.0	$806k		477.00	1690.62	View chart
Digital Realty Trust (DLR)	0.0	$805k	-4%	5.2k	154.70	View chart
Illinois Tool Works (ITW)	0.0	$804k		3.3k	246.30	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.0	$795k	NEW	16k	50.94	View chart
Fidelity Covington Trust Enhanced Mid (FMDE)	0.0	$787k	NEW	22k	36.38	View chart
Constellation Energy (CEG)	0.0	$784k	+6%	2.2k	353.24	View chart
McKesson Corporation (MCK)	0.0	$783k		954.00	820.29	View chart
Grayscale Ethereum Mini Tr E Shs New (ETH)	0.0	$776k	+169%	28k	28.06	View chart
Flexshares Tr M Star Dev Mkt (TLTD)	0.0	$774k		8.4k	92.73	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.0	$765k	-3%	8.3k	92.43	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.0	$759k	-17%	23k	32.89	View chart
Oneok (OKE)	0.0	$756k		10k	73.50	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.0	$755k	-9%	17k	45.57	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$754k	-75%	3.8k	198.64	View chart
Ishares Tr Investment Grade (IGEB)	0.0	$740k	+7%	16k	45.66	View chart
Grayscale Ethereum Trust Etf SHS (ETHE)	0.0	$731k		30k	24.37	View chart
Abrdn Healthcare Investors Sh Ben Int (HQH)	0.0	$726k		38k	18.94	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.0	$715k	+8%	19k	38.73	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$710k		6.2k	113.72	View chart
Medtronic SHS (MDT)	0.0	$706k		7.4k	96.06	View chart
Southern Company (SO)	0.0	$706k	+3%	8.1k	87.20	View chart
salesforce (CRM)	0.0	$694k	-82%	2.6k	264.88	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$682k		11k	60.17	View chart
Robinhood Mkts Com Cl A (HOOD)	0.0	$667k	+30%	5.9k	113.10	View chart
Adobe Systems Incorporated (ADBE)	0.0	$655k		1.9k	349.99	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.0	$652k	-6%	9.6k	67.64	View chart
Omni (OMC)	0.0	$644k	-92%	8.0k	80.75	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$640k		2.6k	250.31	View chart
Northrop Grumman Corporation (NOC)	0.0	$638k		1.1k	570.26	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$630k	NEW	13k	49.65	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$628k	+25%	5.2k	120.17	View chart
21shares Ethereum Etf SHS (TETH)	0.0	$620k	-40%	42k	14.83	View chart
Novartis Sponsored Adr (NVS)	0.0	$619k		4.5k	137.86	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$612k		2.5k	246.16	View chart
Moody's Corporation (MCO)	0.0	$608k	+65%	1.2k	510.90	View chart
Lam Research Corp Com New (LRCX)	0.0	$606k	+73%	3.5k	171.18	View chart
Cme (CME)	0.0	$605k	+4%	2.2k	273.08	View chart
Qualcomm (QCOM)	0.0	$600k		3.5k	171.05	View chart
Starbucks Corporation (SBUX)	0.0	$594k	-14%	7.1k	84.21	View chart
Ge Vernova (GEV)	0.0	$584k	+9%	893.00	653.64	View chart
Marriott Intl Cl A (MAR)	0.0	$583k		1.9k	310.24	View chart
Abacus Fcf Etf Tr Abacus Fcf Real (ABLD)	0.0	$575k	-48%	20k	29.09	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$570k		2.6k	219.74	View chart
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)	0.0	$559k	-2%	4.8k	116.40	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.0	$557k		6.0k	92.51	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$534k		5.2k	102.53	View chart
Cummins (CMI)	0.0	$534k	-2%	1.0k	510.69	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.0	$533k	-4%	7.7k	69.47	View chart
Equifax (EFX)	0.0	$533k		2.5k	216.98	View chart
Bank of New York Mellon Corporation (BK)	0.0	$531k		4.6k	116.10	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.0	$531k		5.8k	92.30	View chart
Regeneron Pharmaceuticals (REGN)	0.0	$525k		680.00	771.43	View chart
Waste Management (WM)	0.0	$524k	+2%	2.4k	219.69	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$517k	+99%	12k	44.71	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	0.0	$501k	-3%	8.0k	62.92	View chart
AFLAC Incorporated (AFL)	0.0	$501k		4.5k	110.27	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.0	$498k	+6%	4.9k	102.39	View chart
Bristol Myers Squibb (BMY)	0.0	$486k	+9%	9.0k	53.94	View chart
ConocoPhillips (COP)	0.0	$483k	+4%	5.2k	93.61	View chart
Allstate Corporation (ALL)	0.0	$482k	+3%	2.3k	208.18	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.0	$482k	-3%	9.5k	50.58	View chart
Capital Group Conservative E SHS (CGCV)	0.0	$482k	NEW	16k	30.49	View chart
Resideo Technologies (REZI)	0.0	$479k		14k	35.12	View chart
Ishares Tr Global Reit Etf (REET)	0.0	$477k	NEW	19k	24.95	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$476k	-7%	16k	29.61	View chart
Cadence Design Systems (CDNS)	0.0	$473k	-34%	1.5k	312.58	View chart
Jabil Circuit (JBL)	0.0	$469k	NEW	2.1k	228.02	View chart
CSX Corporation (CSX)	0.0	$463k		13k	36.25	View chart
Applied Materials (AMAT)	0.0	$456k	+6%	1.8k	257.04	View chart
Kimberly-Clark Corporation (KMB)	0.0	$454k	-7%	4.5k	100.88	View chart
Metropcs Communications (TMUS)	0.0	$449k	+20%	2.2k	203.04	View chart
First Tr Exchange Traded Tech Alphadex (FXL)	0.0	$445k		2.6k	168.28	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$443k		14k	30.96	View chart
Comfort Systems USA (FIX)	0.0	$443k	+49%	474.00	933.98	View chart
Fidelity Covington Trust Qlty Fctor Etf (FQAL)	0.0	$435k	-3%	5.8k	75.59	View chart
Phillips 66 (PSX)	0.0	$434k		3.4k	129.05	View chart
MetLife (MET)	0.0	$433k	-9%	5.5k	78.94	View chart
Expedia Group Com New (EXPE)	0.0	$429k		1.5k	283.22	View chart
Northern Trust Corporation (NTRS)	0.0	$429k		3.1k	136.59	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$428k	+17%	6.1k	69.67	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.0	$426k		5.5k	76.92	View chart
IDEXX Laboratories (IDXX)	0.0	$425k	+9%	628.00	676.53	View chart
Monster Beverage Corp (MNST)	0.0	$421k		5.5k	76.67	View chart
Eyepoint Pharmaceuticals Com New (EYPT)	0.0	$420k	+3%	23k	18.27	View chart
Vanguard World Financials Etf (VFH)	0.0	$420k		3.1k	133.50	View chart
Global X Fds Global X Silver (SIL)	0.0	$419k	-23%	5.0k	83.52	View chart
Microstrategy Cl A New (MSTR)	0.0	$417k	-32%	2.7k	151.96	View chart
Ishares Msci Israel Etf (EIS)	0.0	$414k	-2%	3.8k	110.04	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$413k		2.9k	143.52	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$412k	+2%	7.1k	58.12	View chart
L3harris Technologies (LHX)	0.0	$412k		1.4k	293.57	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$411k		7.8k	52.88	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$407k	NEW	2.9k	141.05	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$406k		2.1k	191.56	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.0	$400k	NEW	22k	18.22	View chart
Capital One Financial (COF)	0.0	$398k		1.6k	242.34	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$397k		24k	16.49	View chart
Emerson Electric (EMR)	0.0	$396k		3.0k	132.72	View chart
Teradyne (TER)	0.0	$395k	+9%	2.0k	193.52	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$394k	+29%	4.5k	87.16	View chart
Nuveen Nasdaq 100 Dynamic Ov Com Shs (QQQX)	0.0	$393k		14k	28.52	View chart
EastGroup Properties (EGP)	0.0	$390k		2.2k	178.13	View chart
Realty Income (O)	0.0	$389k		6.9k	56.37	View chart
Paychex (PAYX)	0.0	$387k	+3%	3.5k	112.18	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	0.0	$386k	-38%	8.1k	47.70	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.0	$384k		8.2k	46.81	View chart
Marathon Petroleum Corp (MPC)	0.0	$382k		2.3k	162.61	View chart
First Tr Exchange-traded Buywrit Incm Etf (FTHI)	0.0	$378k		16k	23.62	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.0	$372k		4.4k	84.23	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$372k	-18%	2.3k	162.04	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.0	$372k		5.1k	72.27	View chart
Dell Technologies CL C (DELL)	0.0	$360k		2.9k	125.88	View chart
Delta Air Lines Inc Del Com New (DAL)	0.0	$360k		5.2k	69.39	View chart
Sempra Energy (SRE)	0.0	$356k	-2%	4.0k	88.29	View chart
Valmont Industries (VMI)	0.0	$356k		885.00	402.32	View chart
Celsius Hldgs Com New (CELH)	0.0	$354k		7.7k	45.74	View chart
Fidelity Covington Trust Emerg Mkts Mltft (FDEM)	0.0	$354k	NEW	12k	30.88	View chart
General Dynamics Corporation (GD)	0.0	$346k	-2%	1.0k	336.52	View chart
Servicenow (NOW)	0.0	$342k	+412%	2.2k	153.19	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$341k	-2%	6.2k	54.77	View chart
PNC Financial Services (PNC)	0.0	$340k		1.6k	208.71	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.0	$339k	+25%	13k	26.24	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.0	$336k		1.1k	308.91	View chart
Ishares Msci Austria Etf (EWO)	0.0	$335k	-2%	9.4k	35.47	View chart
Ishares Msci Italy Etf (EWI)	0.0	$324k	-2%	6.0k	54.33	View chart
Heron Therapeutics (HRTX)	0.0	$323k		248k	1.30	View chart
Ishares Msci Spain Etf (EWP)	0.0	$322k	-2%	6.0k	53.91	View chart
Air Products & Chemicals (APD)	0.0	$317k		1.3k	247.02	View chart
Southern Copper Corporation (SCCO)	0.0	$316k		2.2k	143.49	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$316k		3.0k	104.06	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.0	$313k		3.4k	91.86	View chart
Henry Schein (HSIC)	0.0	$313k	+5%	4.1k	75.58	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$310k	-82%	2.7k	113.92	View chart
Marvell Technology (MRVL)	0.0	$310k		3.6k	84.99	View chart
Etf Ser Solutions Aptus Enhanced (JUCY)	0.0	$310k	-41%	14k	22.20	View chart
Amplify Etf Tr Blockchain Ldr (BLOK)	0.0	$309k	+3%	5.4k	56.89	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$307k	-4%	4.8k	64.42	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.0	$306k		5.9k	51.77	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.0	$305k		2.3k	132.38	View chart
Diamondback Energy (FANG)	0.0	$303k	-2%	2.0k	150.34	View chart
Cincinnati Financial Corporation (CINF)	0.0	$302k		1.8k	163.30	View chart
Ishares Msci Hong Kg Etf (EWH)	0.0	$301k	-2%	14k	21.25	View chart
Novo-nordisk A S Adr (NVO)	0.0	$298k	+56%	5.8k	50.88	View chart
Crispr Therapeutics Namen Akt (CRSP)	0.0	$295k	+41%	5.6k	52.44	View chart
Spdr Series Trust S&p Regl Bkg (KRE)	0.0	$287k	-14%	4.4k	64.81	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$286k	-16%	2.6k	109.92	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.0	$285k	-83%	5.4k	52.41	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$285k		6.1k	46.59	View chart
First Tr Value Line Divid In SHS (FVD)	0.0	$279k	+2%	6.0k	46.08	View chart
Putnam Mun Opportunities Tr Sh Ben Int (PMO)	0.0	$278k		26k	10.70	View chart
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)	0.0	$276k		11k	24.20	View chart
Valero Energy Corporation (VLO)	0.0	$273k		1.7k	162.79	View chart
Booking Holdings (BKNG)	0.0	$273k	+13%	51.00	5355.33	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$272k		361.00	752.78	View chart
General Mills (GIS)	0.0	$271k	+19%	5.8k	46.50	View chart
Pacer Fds Tr Trendpilot 100 (PTNQ)	0.0	$268k		3.4k	78.65	View chart
First Tr Exchange-traded Emerging Mkts (RNEM)	0.0	$265k		4.8k	55.37	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$262k	-5%	3.2k	80.63	View chart
Carnival Corp Unit 99/99/9999 (CCL)	0.0	$261k		8.5k	30.54	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.0	$259k	-14%	6.8k	38.05	View chart
Vanguard World Utilities Etf (VPU)	0.0	$258k	NEW	1.4k	185.10	View chart
Welltower Inc Com reit (WELL)	0.0	$258k	+10%	1.4k	185.61	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.0	$255k	-12%	5.2k	49.15	View chart
Manulife Finl Corp (MFC)	0.0	$254k		7.0k	36.28	View chart
First Tr Morningstar Divid L SHS (FDL)	0.0	$253k		5.7k	44.34	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.0	$252k		4.5k	55.58	View chart
Voya Infrastructure Industrial & Materia (IDE)	0.0	$250k		20k	12.30	View chart
SYSCO Corporation (SYY)	0.0	$250k		3.4k	73.69	View chart
Humana (HUM)	0.0	$249k		972.00	256.13	View chart
Uber Technologies (UBER)	0.0	$249k		3.0k	81.72	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.0	$249k	-51%	2.5k	98.50	View chart
Johnson Ctls Intl SHS (JCI)	0.0	$247k	NEW	2.1k	119.75	View chart
Ares Capital Corporation (ARCC)	0.0	$247k	-6%	12k	20.23	View chart
Vaneck Etf Trust Biotech Etf (BBH)	0.0	$246k		1.3k	189.26	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$246k		3.4k	71.43	View chart
Archer Daniels Midland Company (ADM)	0.0	$244k		225k	1.08	View chart
CF Industries Holdings (CF)	0.0	$243k	-2%	3.1k	77.34	View chart
Regions Financial Corporation (RF)	0.0	$242k	+17%	8.9k	27.10	View chart
W.W. Grainger (GWW)	0.0	$241k		238.00	1010.45	View chart
Nxp Semiconductors N V (NXPI)	0.0	$239k	-8%	1.1k	217.11	View chart
Wheaton Precious Metals Corp (WPM)	0.0	$237k		2.0k	117.55	View chart
Dbx Etf Tr Xtrackrs S&p 500 (SNPE)	0.0	$236k		3.8k	62.45	View chart
Otis Worldwide Corp (OTIS)	0.0	$235k	-3%	2.7k	87.35	View chart
Calamos Etf Tr Nasdaq 100 Struc (CPNJ)	0.0	$234k		8.7k	26.99	View chart
Iqvia Holdings (IQV)	0.0	$232k	NEW	1.0k	225.41	View chart
First Tr Nas100 Eq Weighted SHS (QQEW)	0.0	$229k	-7%	1.6k	142.13	View chart
Xcel Energy (XEL)	0.0	$228k		3.1k	73.86	View chart
Intellia Therapeutics (NTLA)	0.0	$227k	+115%	25k	8.99	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$225k	+125%	5.3k	42.69	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$224k	-94%	209.00	1072.02	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.0	$221k		3.4k	65.66	View chart
Markel Corporation (MKL)	0.0	$219k	NEW	102.00	2149.65	View chart
Ross Stores (ROST)	0.0	$216k	NEW	1.2k	180.14	View chart
Jack Henry & Associates (JKHY)	0.0	$215k	NEW	1.2k	182.48	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$215k		3.3k	66.00	View chart
Northern Lts Fd Tr Iv Inspire Momentum (GLRY)	0.0	$214k		6.0k	35.82	View chart
Fidelity National Information Services (FIS)	0.0	$214k	-2%	3.2k	66.47	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.0	$213k	NEW	1.4k	154.85	View chart
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)	0.0	$212k		4.7k	45.13	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$210k	-12%	3.9k	53.83	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.0	$207k		1.6k	129.16	View chart
Travelers Companies (TRV)	0.0	$207k	NEW	715.00	289.94	View chart
Curtiss-Wright (CW)	0.0	$206k		374.00	551.51	View chart
Nike CL B (NKE)	0.0	$206k		3.2k	63.71	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$205k	NEW	2.8k	72.68	View chart
Pacer Fds Tr Trendp Us Mid Cp (PTMC)	0.0	$204k		5.7k	35.67	View chart
Comcast Corp Cl A (CMCSA)	0.0	$204k	-32%	6.8k	29.89	View chart
Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW)	0.0	$202k	NEW	3.6k	55.57	View chart
Mainstay Definedterm Mn Opp (MMD)	0.0	$158k	-19%	11k	14.87	View chart
Eaton Vance Tax-Managed Global Buy-Write (ETW)	0.0	$157k		17k	9.22	View chart
Ford Motor Company (F)	0.0	$154k	+7%	12k	13.12	View chart
Agnc Invt Corp Com reit (AGNC)	0.0	$118k	NEW	11k	10.72	View chart
Soundhound Ai Class A Com (SOUN)	0.0	$100k		10k	9.97	View chart
Ardelyx (ARDX)	0.0	$58k		10k	5.83	View chart
Arbutus Biopharma (ABUS)	0.0	$48k		10k	4.81	View chart
Tuhura Biosciences (HURA)	0.0	$24k		31k	0.76	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 Q4 filed Jan. 7, 2026
Cyndeo Wealth Partners 2025 Q3 filed Oct. 10, 2025
Cyndeo Wealth Partners 2025 Q2 filed July 24, 2025
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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