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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, NVDA, AAPL, AMZN, and represent 16.37% of Cyndeo Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: OMC (+$8.6M), SJM (+$8.5M), MRK (+$8.1M), JNJ (+$7.5M), BBY (+$7.3M), RTX (+$5.0M), CAT, AXP, META, SSB.
Started 36 new stock positions in OKLO, IJH, SJM, EWO, XLU, SLV, SNPE, RMD, VFH, IBKR.
Reduced shares in these 10 stocks: CCEP (-$13M), EPR (-$9.4M), NTR (-$8.7M), CNA (-$7.3M), HCA (-$6.1M), PSX (-$5.3M), TJX, PGR, AVGO, South State Corporation.
Sold out of its positions in ANSS, BWIN, BA, CNA, CSL, CCI, DE, DFUS, DOW, EPR.
Cyndeo Wealth Partners was a net seller of stock by $-8.0M.
Cyndeo Wealth Partners has $1.8B in assets under management (AUM), dropping by 6.65%.
Central Index Key (CIK): 0001950947

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Portfolio Holdings for Cyndeo Wealth Partners

Cyndeo Wealth Partners holds 474 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Microsoft Corporation (MSFT)	4.8	$86M		165k	517.95	View chart
Broadcom (AVGO)	3.3	$59M	-4%	180k	329.91	View chart
NVIDIA Corporation (NVDA)	2.9	$53M	+2%	282k	186.58	View chart
Apple (AAPL)	2.9	$52M		204k	254.63	View chart
Amazon (AMZN)	2.5	$45M		206k	219.57	View chart
Abbvie (ABBV)	1.7	$31M		132k	231.54	View chart
JPMorgan Chase & Co. (JPM)	1.7	$30M		96k	315.43	View chart
Oracle Corporation (ORCL)	1.6	$29M	-2%	104k	281.24	View chart
Meta Platforms Cl A (META)	1.4	$25M	+11%	33k	734.38	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.3	$24M		522k	46.24	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.3	$24M	+3%	98k	243.10	View chart
Abbott Laboratories (ABT)	1.3	$24M	-2%	176k	133.94	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	1.3	$23M		904k	25.90	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.2	$22M	-2%	88k	254.28	View chart
First Tr Exchange-traded Core Investment (FTCB)	1.1	$20M		933k	21.31	View chart
Sprott Physical Gold Tr Unit (PHYS)	1.1	$20M		668k	29.62	View chart
Ishares Gold Tr Ishares New (IAU)	1.1	$20M	-3%	269k	72.77	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	1.1	$19M	+3%	69k	279.29	View chart
Johnson & Johnson (JNJ)	1.1	$19M	+63%	104k	185.42	View chart
Home Depot (HD)	1.1	$19M	+7%	47k	405.19	View chart
Global X Fds Global X Uranium (URA)	1.0	$19M	-2%	396k	47.67	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	1.0	$19M		347k	54.09	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	1.0	$19M		742k	25.19	View chart
Vanguard Index Fds Growth Etf (VUG)	1.0	$19M		39k	479.62	View chart
Principal Exchange Traded Active High Yl (YLD)	1.0	$18M		933k	19.45	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	1.0	$18M		392k	45.84	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	1.0	$18M		352k	50.23	View chart
Palantir Technologies Cl A (PLTR)	1.0	$18M	-3%	96k	182.42	View chart
Sprott Physical Silver Tr Tr Unit (PSLV)	0.9	$16M		1.0M	15.70	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.9	$16M		24k	669.29	View chart
Ark 21shares Bitcoin Etf Shs Ben Int (ARKB)	0.8	$15M	+2%	396k	38.02	View chart
Morgan Stanley Com New (MS)	0.8	$15M	-3%	93k	158.96	View chart
Nuveen Floating Rate Income Fund (JFR)	0.8	$14M	-3%	1.7M	8.18	View chart
TJX Companies (TJX)	0.8	$14M	-24%	98k	144.54	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.8	$14M		21k	666.18	View chart
Altria (MO)	0.7	$12M		188k	66.06	View chart
American Express Company (AXP)	0.6	$12M	+38%	35k	332.16	View chart
Coca-Cola Company (KO)	0.6	$12M	-6%	173k	66.32	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$11M		34k	328.17	View chart
Blackrock Multi-sector Incom other (BIT)	0.6	$11M	+22%	822k	13.39	View chart
Eli Lilly & Co. (LLY)	0.6	$11M		14k	763.00	View chart
Verizon Communications (VZ)	0.6	$11M		241k	43.95	View chart
Tesla Motors (TSLA)	0.6	$10M	+8%	23k	444.72	View chart
Visa Com Cl A (V)	0.6	$10M		30k	341.38	View chart
Merck & Co (MRK)	0.6	$10M	+397%	121k	83.93	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.6	$10M		17k	596.03	View chart
Union Pacific Corporation (UNP)	0.6	$9.9M	-2%	42k	236.37	View chart
Raytheon Technologies Corp (RTX)	0.5	$9.7M	+108%	58k	167.33	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$9.5M		51k	186.49	View chart
Old Republic International Corporation (ORI)	0.5	$9.1M		214k	42.47	View chart
Williams Companies (WMB)	0.5	$9.0M		142k	63.35	View chart
Omni (OMC)	0.5	$9.0M	+2407%	111k	81.53	View chart
Nextera Energy (NEE)	0.5	$9.0M		119k	75.49	View chart
Lincoln National Corporation (LNC)	0.5	$8.7M	-2%	217k	40.33	View chart
Exxon Mobil Corporation (XOM)	0.5	$8.7M	+3%	77k	112.75	View chart
Procter & Gamble Company (PG)	0.5	$8.7M		57k	153.65	View chart
DTE Energy Company (DTE)	0.5	$8.7M		62k	141.43	View chart
Analog Devices (ADI)	0.5	$8.6M		35k	245.70	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$8.6M	-2%	18k	468.40	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$8.6M		35k	243.55	View chart
Smucker J M Com New (SJM)	0.5	$8.5M	NEW	78k	108.60	View chart
McDonald's Corporation (MCD)	0.5	$8.4M		28k	303.89	View chart
UGI Corporation (UGI)	0.5	$8.4M	+4%	254k	33.26	View chart
Pimco Dynamic Income SHS (PDI)	0.5	$8.4M		426k	19.80	View chart
Automatic Data Processing (ADP)	0.5	$8.4M	-9%	29k	293.50	View chart
Kinder Morgan (KMI)	0.5	$8.4M		295k	28.31	View chart
Devon Energy Corporation (DVN)	0.4	$7.5M		215k	35.06	View chart
Linde SHS (LIN)	0.4	$7.5M		16k	475.00	View chart
Trimtabs Etf Tr Fcf Us Qlty Etf (ABFL)	0.4	$7.5M	+3%	104k	71.97	View chart
Best Buy (BBY)	0.4	$7.3M	NEW	97k	75.62	View chart
Hershey Company (HSY)	0.4	$7.2M		39k	187.05	View chart
Pimco Etf Tr 25yr+ Zero U S (ZROZ)	0.4	$7.1M		104k	67.96	View chart
Amgen (AMGN)	0.4	$7.0M		25k	282.20	View chart
Rithm Capital Corp Com New (RITM)	0.4	$7.0M		612k	11.39	View chart
Cnh Indl N V SHS (CNH)	0.4	$6.9M		638k	10.85	View chart
Chubb (CB)	0.4	$6.9M	-8%	24k	282.25	View chart
Mastercard Incorporated Cl A (MA)	0.4	$6.6M		12k	568.79	View chart
Bunge Global Sa Com Shs (BG)	0.4	$6.6M		81k	81.25	View chart
Prologis (PLD)	0.4	$6.5M		57k	114.52	View chart
Trane Technologies SHS (TT)	0.4	$6.5M		15k	421.97	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.4	$6.5M		121k	53.66	View chart
Caterpillar (CAT)	0.4	$6.3M	+206%	13k	477.14	View chart
Target Corporation (TGT)	0.3	$6.1M		68k	89.70	View chart
Wal-Mart Stores (WMT)	0.3	$6.0M		58k	103.06	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.3	$5.9M	+2%	99k	59.20	View chart
Vaneck Etf Trust Long Muni Etf (MLN)	0.3	$5.8M	-5%	333k	17.48	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.3	$5.6M		21k	273.65	View chart
Texas Instruments Incorporated (TXN)	0.3	$5.5M		30k	183.73	View chart
Arista Networks Com Shs (ANET)	0.3	$5.4M	+20%	37k	145.71	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.3	$5.3M	+3%	100k	53.24	View chart
Tcw Etf Trust Transform System (PWRD)	0.3	$5.2M		54k	97.69	View chart
Blackstone Group Inc Com Cl A (BX)	0.3	$5.2M		31k	170.85	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.3	$5.1M	+2%	71k	71.94	View chart
Parker-Hannifin Corporation (PH)	0.3	$4.9M	+15%	6.5k	758.17	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.3	$4.9M		20k	246.61	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.3	$4.8M	+2%	154k	31.38	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.3	$4.8M		103k	46.93	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.3	$4.7M		92k	50.90	View chart
Eaton Vance Limited Duration Income Fund (EVV)	0.2	$4.5M	-2%	443k	10.15	View chart
Spdr Gold Tr Spdr Gold Tr (GLD)	0.2	$4.5M		13k	355.46	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.2	$4.4M	-2%	93k	47.51	View chart
O'reilly Automotive (ORLY)	0.2	$4.4M		40k	107.81	View chart
Cohen & Steers Quality Income Realty (RQI)	0.2	$4.3M		347k	12.47	View chart
Hca Holdings (HCA)	0.2	$4.3M	-58%	10k	426.18	View chart
Boston Scientific Corporation (BSX)	0.2	$4.2M	-3%	43k	97.63	View chart
Intuit (INTU)	0.2	$4.1M	-2%	6.0k	682.94	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$4.1M		6.8k	600.35	View chart
Enterprise Products Partners (EPD)	0.2	$3.9M	-3%	126k	31.27	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.2	$3.9M	+2%	119k	32.90	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.2	$3.9M	-2%	4.0k	968.12	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.2	$3.9M	+2%	132k	29.62	View chart
International Business Machines (IBM)	0.2	$3.9M	-2%	14k	282.15	View chart
Ameriprise Financial (AMP)	0.2	$3.8M		7.8k	491.23	View chart
Marsh & McLennan Companies (MMC)	0.2	$3.8M		19k	201.53	View chart
Pfizer (PFE)	0.2	$3.7M		147k	25.48	View chart
Progressive Corporation (PGR)	0.2	$3.7M	-46%	15k	246.95	View chart
Ishares Tr Ibonds Dec 25 (IBMN)	0.2	$3.6M		134k	26.79	View chart
Blackrock (BLK)	0.2	$3.6M	+5%	3.1k	1166.00	View chart
Costco Wholesale Corporation (COST)	0.2	$3.6M	-26%	3.9k	925.55	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.2	$3.5M		46k	76.40	View chart
Sherwin-Williams Company (SHW)	0.2	$3.5M	-2%	10k	346.27	View chart
salesforce (CRM)	0.2	$3.5M	-2%	15k	237.01	View chart
Iron Mountain (IRM)	0.2	$3.5M		34k	101.94	View chart
Lockheed Martin Corporation (LMT)	0.2	$3.5M	-4%	6.9k	499.18	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.2	$3.4M		74k	46.32	View chart
Ishares Tr Ibonds Dec 26 (IBMO)	0.2	$3.4M		134k	25.66	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$3.4M		52k	65.92	View chart
Hartford Financial Services (HIG)	0.2	$3.4M		25k	133.39	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.2	$3.3M	-3%	29k	114.40	View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)	0.2	$3.3M	-10%	37k	89.77	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.2	$3.3M	+5%	47k	68.96	View chart
Palo Alto Networks (PANW)	0.2	$3.2M		16k	203.62	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$3.2M	-3%	34k	95.14	View chart
Intuitive Surgical Com New (ISRG)	0.2	$3.1M	-31%	7.0k	447.25	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$3.1M		16k	194.50	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$3.1M	+5%	26k	119.51	View chart
Ishares Tr Ibonds Dec 27 (IBMP)	0.2	$3.0M		117k	25.48	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$2.9M		35k	82.58	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$2.8M	+3%	42k	67.83	View chart
Goldman Sachs (GS)	0.2	$2.8M	-5%	3.6k	796.35	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.2	$2.8M		43k	65.00	View chart
TransDigm Group Incorporated (TDG)	0.2	$2.8M		2.1k	1317.97	View chart
Eaton Corp SHS (ETN)	0.2	$2.8M	+90%	7.4k	374.24	View chart
Republic Services (RSG)	0.2	$2.7M	-21%	12k	229.48	View chart
Stryker Corporation (SYK)	0.1	$2.5M	+585%	6.9k	369.67	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$2.5M	+7%	25k	100.25	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$2.5M		11k	236.06	View chart
Ishares Tr Ibonds Dec 28 (IBMQ)	0.1	$2.5M		97k	25.64	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$2.5M		45k	54.18	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$2.4M		28k	87.31	View chart
American Tower Reit (AMT)	0.1	$2.4M		13k	192.31	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$2.3M		39k	59.92	View chart
Catalyst Pharmaceutical Partners (CPRX)	0.1	$2.3M		118k	19.70	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.1	$2.3M	-3%	9.9k	229.60	View chart
Chevron Corporation (CVX)	0.1	$2.3M	-26%	15k	155.29	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$2.3M		3.00	754200.00	View chart
S&p Global (SPGI)	0.1	$2.2M	-8%	4.5k	486.66	View chart
Southstate Bk Corp (SSB)	0.1	$2.2M	NEW	22k	98.87	View chart
Applovin Corp Com Cl A (APP)	0.1	$2.2M	-3%	3.0k	718.56	View chart
Netflix (NFLX)	0.1	$2.2M		1.8k	1198.96	View chart
Cisco Systems (CSCO)	0.1	$2.1M	+13%	31k	68.42	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$2.1M		15k	145.65	View chart
Totalenergies Se Sponsored Ads (TTE)	0.1	$2.1M		35k	59.69	View chart
Kla Corp Com New (KLAC)	0.1	$2.1M		1.9k	1078.77	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$2.1M		11k	195.86	View chart
Chipotle Mexican Grill (CMG)	0.1	$2.0M	+9%	52k	39.19	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$2.0M		87k	23.12	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$2.0M		9.8k	203.59	View chart
Pepsi (PEP)	0.1	$2.0M		14k	140.44	View chart
UnitedHealth (UNH)	0.1	$2.0M	-3%	5.7k	345.31	View chart
Global X Fds Us Pfd Etf (PFFD)	0.1	$1.9M		98k	19.43	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$1.8M	+9%	18k	102.99	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$1.8M		3.7k	502.74	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$1.8M	-3%	6.6k	279.84	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$1.8M	+6%	80k	22.72	View chart
First Tr Exchange Traded Indls Prod Dur (FXR)	0.1	$1.8M	-3%	23k	78.06	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$1.8M		3.6k	490.44	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$1.8M	+3%	16k	113.88	View chart
First Tr Exchange Traded Finls Alphadex (FXO)	0.1	$1.7M	-3%	29k	59.39	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$1.7M	+6%	33k	52.28	View chart
BP Sponsored Adr (BP)	0.1	$1.7M	+82%	49k	34.46	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.1	$1.6M	+2%	22k	74.35	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$1.6M		5.5k	293.77	View chart
Danaher Corporation (DHR)	0.1	$1.6M	-4%	7.8k	198.27	View chart
Casey's General Stores (CASY)	0.1	$1.5M		2.7k	565.42	View chart
Advent Claymore Convertible Sec & Inc (AVK)	0.1	$1.5M	+8%	118k	12.79	View chart
First Tr Exchange Traded Utilities Alph (FXU)	0.1	$1.5M	-3%	33k	45.45	View chart
United Parcel Service CL B (UPS)	0.1	$1.5M	-4%	18k	83.53	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$1.5M		5.3k	281.85	View chart
Brown & Brown (BRO)	0.1	$1.5M		16k	93.79	View chart
Bank of America Corporation (BAC)	0.1	$1.5M		28k	51.59	View chart
21shares Ethereum Etf SHS (TETH)	0.1	$1.5M	NEW	70k	20.80	View chart
Advanced Micro Devices (AMD)	0.1	$1.4M	+173%	8.9k	161.80	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$1.4M		15k	93.35	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.1	$1.4M	-4%	53k	26.07	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$1.4M		26k	53.40	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$1.4M	-18%	2.2k	612.28	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.1	$1.4M	+9%	18k	73.54	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$1.4M		18k	73.46	View chart
Ishares Msci Equal Weite (EUSA)	0.1	$1.3M		13k	102.97	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$1.3M		28k	47.63	View chart
Fidelity Covington Trust Crypto Ind & Dig (FDIG)	0.1	$1.3M		27k	49.08	View chart
Microstrategy Cl A New (MSTR)	0.1	$1.3M	-41%	4.0k	322.22	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.1	$1.3M	+12%	25k	50.57	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$1.2M	+2%	4.2k	297.60	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$1.2M	-4%	3.7k	332.84	View chart
Toronto Dominion Bk Ont Com New (TD)	0.1	$1.2M	-8%	15k	79.95	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$1.2M		3.0k	402.45	View chart
First Tr Sml Cp Core Alpha F Com Shs (FYX)	0.1	$1.2M	-13%	11k	108.98	View chart
Spdr Ser Tr Aerospace Def (XAR)	0.1	$1.2M		5.1k	234.98	View chart
Wells Fargo & Company (WFC)	0.1	$1.2M		14k	83.82	View chart
Astrazeneca Sponsored Adr (AZN)	0.1	$1.2M	-4%	16k	76.72	View chart
Lowe's Companies (LOW)	0.1	$1.2M	-2%	4.7k	251.33	View chart
Ishares Emng Mkts Eqt (EMGF)	0.1	$1.2M		21k	56.58	View chart
Honeywell International (HON)	0.1	$1.2M	-10%	5.5k	210.50	View chart
Take-Two Interactive Software (TTWO)	0.1	$1.1M	-2%	4.4k	258.37	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$1.1M	NEW	7.6k	148.62	View chart
Cintas Corporation (CTAS)	0.1	$1.1M	-2%	5.4k	205.24	View chart
Abacus Fcf Etf Tr Abacus Fcf Real (ABLD)	0.1	$1.1M	+6%	39k	28.78	View chart
Norfolk Southern (NSC)	0.1	$1.1M	-5%	3.7k	300.41	View chart
Philip Morris International (PM)	0.1	$1.1M	-4%	6.8k	162.21	View chart
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Dvlp (PIZ)	0.1	$1.1M		23k	47.68	View chart
Ge Aerospace Com New (GE)	0.1	$1.1M		3.6k	300.84	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$1.1M		11k	93.37	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$1.1M		7.7k	137.74	View chart
Easterly Govt Pptys Com Shs (DEA)	0.1	$1.1M		46k	22.93	View chart
Shell Spon Ads (SHEL)	0.1	$1.0M		15k	71.53	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$1.0M	-2%	9.8k	106.49	View chart
Cohen & Steers infrastucture Fund (UTF)	0.1	$1.0M	-4%	42k	24.80	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$1.0M	+28%	14k	74.37	View chart
3M Company (MMM)	0.1	$1.0M		6.6k	155.18	View chart
Grayscale Ethereum Trust Etf SHS (ETHE)	0.1	$1.0M	-12%	30k	34.27	View chart
Thermo Fisher Scientific (TMO)	0.1	$999k	-57%	2.1k	484.93	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$994k		15k	68.08	View chart
At&t (T)	0.1	$991k	+41%	35k	28.24	View chart
Citigroup Com New (C)	0.1	$990k	-2%	9.8k	101.50	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$984k	-2%	3.6k	271.16	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$979k	+6%	10k	95.19	View chart
Axon Enterprise (AXON)	0.1	$976k	-2%	1.4k	717.58	View chart
Colgate-Palmolive Company (CL)	0.1	$973k		12k	79.94	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.1	$951k	-13%	21k	44.42	View chart
Digital Realty Trust (DLR)	0.1	$939k		5.4k	172.87	View chart
PIMCO Corporate Income Fund (PCN)	0.1	$937k		70k	13.38	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.1	$932k	+7%	10k	91.75	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$921k		9.5k	96.55	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.1	$913k		13k	69.95	View chart
Rockwell Automation (ROK)	0.1	$912k		2.6k	349.48	View chart
Capital Grp Fixed Incm Etf T Short Duration (CGSD)	0.1	$900k	+4%	35k	25.98	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.0	$892k	+4%	28k	31.84	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.0	$886k	+6%	7.0k	126.64	View chart
Truist Financial Corp equities (TFC)	0.0	$885k		19k	45.72	View chart
Corning Incorporated (GLW)	0.0	$883k		11k	82.03	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.0	$875k		15k	57.52	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.0	$864k	+26%	17k	50.63	View chart
Illinois Tool Works (ITW)	0.0	$850k	+2%	3.3k	260.76	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.0	$825k	+4%	15k	55.71	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$824k		8.7k	95.15	View chart
Cadence Design Systems (CDNS)	0.0	$813k	+47%	2.3k	351.26	View chart
Raymond James Financial (RJF)	0.0	$811k		4.7k	172.60	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$808k	-22%	14k	57.10	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.0	$786k	+4%	18k	42.72	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.0	$784k	+4%	8.6k	91.56	View chart
Walt Disney Company (DIS)	0.0	$766k	-12%	6.7k	114.50	View chart
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)	0.0	$765k		10k	75.37	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$764k		2.3k	326.36	View chart
Oneok (OKE)	0.0	$761k		10k	72.97	View chart
Duke Energy Corp Com New (DUK)	0.0	$760k	+10%	6.1k	123.74	View chart
Southern Company (SO)	0.0	$743k	+20%	7.8k	94.77	View chart
Flexshares Tr M Star Dev Mkt (TLTD)	0.0	$743k		8.4k	88.74	View chart
McKesson Corporation (MCK)	0.0	$737k		954.00	772.62	View chart
Fair Isaac Corporation (FICO)	0.0	$714k	-6%	477.00	1496.53	View chart
Abrdn Healthcare Investors Sh Ben Int (HQH)	0.0	$707k		38k	18.46	View chart
Medtronic SHS (MDT)	0.0	$701k		7.4k	95.25	View chart
Starbucks Corporation (SBUX)	0.0	$698k		8.3k	84.60	View chart
Ishares Tr Investment Grade (IGEB)	0.0	$693k	+2%	15k	46.04	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$691k		6.2k	110.59	View chart
Northrop Grumman Corporation (NOC)	0.0	$687k		1.1k	609.37	View chart
Constellation Energy (CEG)	0.0	$687k	+55%	2.1k	329.13	View chart
Alphatec Hldgs Com New (ATEC)	0.0	$681k		47k	14.54	View chart
American Electric Power Company (AEP)	0.0	$664k	-5%	5.9k	112.51	View chart
Adobe Systems Incorporated (ADBE)	0.0	$664k	-10%	1.9k	352.75	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$658k		2.6k	256.45	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$650k	-2%	11k	57.47	View chart
Robinhood Mkts Com Cl A (HOOD)	0.0	$646k	+3%	4.5k	143.18	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	0.0	$635k	-6%	13k	48.17	View chart
Equifax (EFX)	0.0	$630k		2.5k	256.53	View chart
Kimberly-Clark Corporation (KMB)	0.0	$607k	-9%	4.9k	124.34	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$601k		2.5k	241.96	View chart
Resideo Technologies (REZI)	0.0	$590k	NEW	14k	43.18	View chart
Qualcomm (QCOM)	0.0	$582k		3.5k	166.36	View chart
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)	0.0	$582k		4.9k	118.05	View chart
Novartis Sponsored Adr (NVS)	0.0	$575k	-2%	4.5k	128.23	View chart
Cme (CME)	0.0	$574k	-2%	2.1k	270.19	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.0	$571k	+9%	6.1k	93.64	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$560k		2.6k	215.79	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.0	$538k	+3%	8.0k	67.26	View chart
Etf Ser Solutions Aptus Enhanced (JUCY)	0.0	$531k	-10%	24k	22.28	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$520k		5.2k	99.95	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.0	$518k		5.2k	100.05	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$517k	-5%	5.8k	89.34	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.0	$515k		5.8k	89.38	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.0	$514k		19k	27.31	View chart
Waste Management (WM)	0.0	$513k	-26%	2.3k	220.87	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	0.0	$510k		8.2k	61.92	View chart
AFLAC Incorporated (AFL)	0.0	$508k		4.5k	111.70	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$506k		17k	29.11	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.0	$504k		9.9k	50.78	View chart
Ge Vernova (GEV)	0.0	$503k	+3%	818.00	614.95	View chart
Bank of New York Mellon Corporation (BK)	0.0	$498k	-17%	4.6k	108.97	View chart
MetLife (MET)	0.0	$498k		6.0k	82.37	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$493k	+2%	4.2k	118.82	View chart
Marriott Intl Cl A (MAR)	0.0	$489k	-2%	1.9k	260.44	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.0	$484k		5.6k	86.30	View chart
Intel Corporation (INTC)	0.0	$484k	-12%	14k	33.55	View chart
Allstate Corporation (ALL)	0.0	$482k	-29%	2.2k	214.66	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.0	$472k		4.6k	103.37	View chart
Global X Fds Global X Silver (SIL)	0.0	$469k		6.5k	71.63	View chart
ConocoPhillips (COP)	0.0	$468k	-24%	4.9k	94.59	View chart
Phillips 66 (PSX)	0.0	$462k	-91%	3.4k	136.02	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.0	$457k		10k	44.48	View chart
CSX Corporation (CSX)	0.0	$453k		13k	35.51	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$453k		14k	31.62	View chart
Cummins (CMI)	0.0	$453k		1.1k	422.52	View chart
Marathon Petroleum Corp (MPC)	0.0	$452k		2.3k	192.71	View chart
Celsius Hldgs Com New (CELH)	0.0	$445k		7.7k	57.49	View chart
Fidelity Covington Trust Qlty Fctor Etf (FQAL)	0.0	$444k		5.9k	74.72	View chart
First Tr Exchange Traded Tech Alphadex (FXL)	0.0	$444k		2.6k	167.99	View chart
Metropcs Communications (TMUS)	0.0	$439k	-2%	1.8k	239.33	View chart
L3harris Technologies (LHX)	0.0	$429k		1.4k	305.41	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$427k		2.8k	150.88	View chart
Paychex (PAYX)	0.0	$424k		3.3k	126.78	View chart
Northern Trust Corporation (NTRS)	0.0	$423k		3.1k	134.60	View chart
Realty Income (O)	0.0	$420k		6.9k	60.79	View chart
Vanguard World Financials Etf (VFH)	0.0	$413k	NEW	3.1k	131.25	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$412k		7.8k	53.03	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$412k	+9%	24k	17.16	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$409k	NEW	2.0k	209.26	View chart
Enbridge (ENB)	0.0	$407k		8.1k	50.46	View chart
Dell Technologies CL C (DELL)	0.0	$406k		2.9k	141.77	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$405k		2.9k	140.95	View chart
Grayscale Ethereum Mini Tr E Shs New (ETH)	0.0	$402k	NEW	10k	39.18	View chart
Servicenow (NOW)	0.0	$401k	NEW	436.00	920.28	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$399k		2.1k	189.70	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$399k	+13%	6.9k	57.52	View chart
Apollo Global Mgmt (APO)	0.0	$399k	-26%	3.0k	133.27	View chart
Emerson Electric (EMR)	0.0	$391k	-9%	3.0k	131.18	View chart
Ishares Msci Israel Etf (EIS)	0.0	$385k	+4%	3.8k	100.31	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.0	$384k		8.2k	46.81	View chart
Regeneron Pharmaceuticals (REGN)	0.0	$380k		677.00	561.95	View chart
Nuveen Nasdaq 100 Dynamic Ov Com Shs (QQQX)	0.0	$379k		14k	27.46	View chart
First Tr Exchange-traded Buywrit Incm Etf (FTHI)	0.0	$379k	-3%	16k	23.71	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.0	$376k		4.4k	85.34	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.0	$375k		14k	26.58	View chart
Sempra Energy (SRE)	0.0	$371k	-2%	4.1k	89.98	View chart
Bristol Myers Squibb (BMY)	0.0	$371k	-4%	8.2k	45.10	View chart
EastGroup Properties (EGP)	0.0	$370k		2.2k	169.30	View chart
IDEXX Laboratories (IDXX)	0.0	$365k		572.00	638.89	View chart
Monster Beverage Corp (MNST)	0.0	$365k	-6%	5.4k	67.31	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.0	$360k		5.2k	68.87	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$359k		5.2k	68.46	View chart
General Dynamics Corporation (GD)	0.0	$358k	-15%	1.1k	340.86	View chart
Micron Technology (MU)	0.0	$356k		2.1k	167.32	View chart
Air Products & Chemicals (APD)	0.0	$353k	+6%	1.3k	272.72	View chart
Amplify Etf Tr Blockchain Ldr (BLOK)	0.0	$351k	+3%	5.2k	67.04	View chart
Capital One Financial (COF)	0.0	$347k	-48%	1.6k	212.56	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$347k	-6%	3.1k	111.22	View chart
Valmont Industries (VMI)	0.0	$343k		885.00	387.73	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$343k		938.00	365.48	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$343k		6.4k	53.87	View chart
Applied Materials (AMAT)	0.0	$342k		1.7k	204.78	View chart
Moody's Corporation (MCO)	0.0	$342k		718.00	476.53	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.0	$329k		1.1k	302.23	View chart
Spdr Series Trust S&p Regl Bkg (KRE)	0.0	$328k	NEW	5.2k	63.30	View chart
PNC Financial Services (PNC)	0.0	$328k		1.6k	200.92	View chart
Expedia Group Com New (EXPE)	0.0	$323k	NEW	1.5k	213.68	View chart
First Tr Exchange-traded Nasdq Oil Gas (FTXN)	0.0	$320k	-9%	11k	28.46	View chart
Comcast Corp Cl A (CMCSA)	0.0	$318k	+19%	10k	31.42	View chart
Ishares Msci Italy Etf (EWI)	0.0	$317k	-7%	6.1k	51.95	View chart
Eyepoint Pharmaceuticals Com New (EYPT)	0.0	$317k	+56%	22k	14.24	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$313k	+22%	3.0k	103.09	View chart
Heron Therapeutics (HRTX)	0.0	$313k		248k	1.26	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$312k	-8%	3.5k	89.36	View chart
Ishares Msci Hong Kg Etf (EWH)	0.0	$312k	-7%	15k	21.55	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.0	$310k		11k	27.29	View chart
Marvell Technology (MRVL)	0.0	$309k		3.7k	84.07	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.0	$305k		5.8k	52.22	View chart
Ishares Msci Spain Etf (EWP)	0.0	$304k	+4%	6.1k	49.50	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.0	$301k	+5%	2.3k	130.26	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.0	$300k		3.4k	87.88	View chart
Ishares Msci Austria Etf (EWO)	0.0	$300k	NEW	9.7k	30.99	View chart
Diamondback Energy (FANG)	0.0	$297k		2.1k	143.11	View chart
Uber Technologies (UBER)	0.0	$297k	NEW	3.0k	97.98	View chart
Delta Air Lines Inc Del Com New (DAL)	0.0	$294k		5.2k	56.75	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.0	$292k	-12%	5.9k	49.31	View chart
Cincinnati Financial Corporation (CINF)	0.0	$291k		1.8k	158.14	View chart
Interpublic Group of Companies (IPG)	0.0	$290k		10k	27.91	View chart
CF Industries Holdings (CF)	0.0	$289k		3.2k	89.70	View chart
ResMed (RMD)	0.0	$288k	NEW	1.1k	273.73	View chart
Coreweave Com Cl A (CRWV)	0.0	$287k	NEW	2.1k	136.85	View chart
Valero Energy Corporation (VLO)	0.0	$286k	+2%	1.7k	170.26	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.0	$284k		8.0k	35.48	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$279k		3.4k	81.19	View chart
SYSCO Corporation (SYY)	0.0	$279k		3.4k	82.34	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$278k		4.5k	62.47	View chart
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)	0.0	$275k	-6%	11k	24.15	View chart
Nxp Semiconductors N V (NXPI)	0.0	$275k	-4%	1.2k	227.73	View chart
First Tr Value Line Divid In SHS (FVD)	0.0	$274k		5.9k	46.24	View chart
Lam Research Corp Com New (LRCX)	0.0	$273k	-32%	2.0k	133.90	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$273k		6.1k	44.69	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$269k		360.00	746.77	View chart
Putnam Mun Opportunities Tr Sh Ben Int (PMO)	0.0	$268k	+2%	26k	10.33	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.0	$265k	NEW	10k	25.85	View chart
Ares Capital Corporation (ARCC)	0.0	$265k	+2%	13k	20.41	View chart
Pacer Fds Tr Trendpilot 100 (PTNQ)	0.0	$264k	-4%	3.4k	77.53	View chart
Southern Copper Corporation (SCCO)	0.0	$263k	+2%	2.2k	121.36	View chart
Comfort Systems USA (FIX)	0.0	$262k	NEW	317.00	825.18	View chart
Henry Schein (HSIC)	0.0	$260k	-2%	3.9k	66.37	View chart
First Tr Exchange-traded Emerging Mkts (RNEM)	0.0	$259k		4.8k	54.07	View chart
Crispr Therapeutics Namen Akt (CRSP)	0.0	$259k	NEW	4.0k	64.81	View chart
Teradyne (TER)	0.0	$257k	NEW	1.9k	137.68	View chart
Otis Worldwide Corp (OTIS)	0.0	$255k		2.8k	91.43	View chart
Humana (HUM)	0.0	$255k		980.00	260.17	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$252k		3.4k	73.49	View chart
Xcel Energy (XEL)	0.0	$250k		3.1k	80.65	View chart
Voya Infrastructure Industrial & Materia (IDE)	0.0	$250k		21k	12.13	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.0	$248k	-4%	4.5k	54.76	View chart
Carnival Corp Unit 99/99/9999 (CCL)	0.0	$247k	NEW	8.5k	28.91	View chart
First Tr Nas100 Eq Weighted SHS (QQEW)	0.0	$247k		1.8k	141.11	View chart
First Tr Morningstar Divid L SHS (FDL)	0.0	$246k	-3%	5.7k	43.41	View chart
General Mills (GIS)	0.0	$246k	-5%	4.9k	50.42	View chart
Booking Holdings (BKNG)	0.0	$243k		45.00	5399.27	View chart
Archer Daniels Midland Company (ADM)	0.0	$242k		225k	1.07	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$242k	-10%	2.2k	111.48	View chart
Roblox Corp Cl A (RBLX)	0.0	$240k	NEW	1.7k	138.52	View chart
Ishares Tr Europe Etf (IEV)	0.0	$231k		3.5k	65.48	View chart
Calamos Etf Tr Nasdaq 100 Struc (CPNJ)	0.0	$230k	-5%	8.6k	26.65	View chart
EOG Resources (EOG)	0.0	$228k	-22%	2.0k	112.14	View chart
Dbx Etf Tr Xtrackrs S&p 500 (SNPE)	0.0	$228k	NEW	3.8k	60.03	View chart
W.W. Grainger (GWW)	0.0	$227k		238.00	954.29	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.0	$226k		3.4k	67.29	View chart
CRH Ord (CRH)	0.0	$226k	NEW	1.9k	119.90	View chart
Wheaton Precious Metals Corp (WPM)	0.0	$226k	NEW	2.0k	111.86	View chart
Nike CL B (NKE)	0.0	$225k	NEW	3.2k	69.73	View chart
Welltower Inc Com reit (WELL)	0.0	$225k	NEW	1.3k	178.14	View chart
Oklo Com Cl A (OKLO)	0.0	$223k	NEW	2.0k	111.63	View chart
Northern Lts Fd Tr Iv Inspire Momentum (GLRY)	0.0	$222k	-5%	6.0k	37.20	View chart
Builders FirstSource (BLDR)	0.0	$220k	-7%	1.8k	121.25	View chart
Interactive Brokers Group In Com Cl A (IBKR)	0.0	$218k	NEW	3.2k	68.81	View chart
Manulife Finl Corp (MFC)	0.0	$218k	-3%	7.0k	31.15	View chart
Fidelity National Information Services (FIS)	0.0	$217k		3.3k	65.94	View chart
Fidelity National Financial Fnf Group Com (FNF)	0.0	$216k	-54%	3.6k	60.48	View chart
Vaneck Etf Trust Biotech Etf (BBH)	0.0	$215k	NEW	1.3k	165.68	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$211k	NEW	5.0k	42.37	View chart
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)	0.0	$209k	-5%	4.7k	44.43	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$209k	NEW	3.2k	65.26	View chart
Novo-nordisk A S Adr (NVO)	0.0	$208k	+2%	3.7k	55.49	View chart
Intercontinental Exchange (ICE)	0.0	$205k	-24%	1.2k	168.52	View chart
Pacer Fds Tr Trendp Us Mid Cp (PTMC)	0.0	$205k	-2%	5.7k	35.81	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$204k	NEW	2.3k	87.21	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.0	$204k	NEW	1.6k	125.95	View chart
Curtiss-Wright (CW)	0.0	$203k	NEW	374.00	542.86	View chart
Wynn Resorts (WYNN)	0.0	$203k	NEW	1.6k	128.28	View chart
Intellia Therapeutics (NTLA)	0.0	$202k	+9%	12k	17.27	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$202k	-17%	1.7k	120.69	View chart
Regions Financial Corporation (RF)	0.0	$201k	-35%	7.6k	26.37	View chart
Mainstay Definedterm Mn Opp (MMD)	0.0	$200k	+8%	13k	15.13	View chart
Soundhound Ai Class A Com (SOUN)	0.0	$161k		10k	16.08	View chart
Eaton Vance Tax-Managed Global Buy-Write (ETW)	0.0	$154k		17k	9.05	View chart
Theratechnologies Com New	0.0	$152k	+59%	48k	3.21	View chart
Ford Motor Company (F)	0.0	$131k		11k	11.96	View chart
Tuhura Biosciences (HURA)	0.0	$77k	+192%	31k	2.48	View chart
Recursion Pharmaceuticals In Cl A (RXRX)	0.0	$74k	+4%	15k	4.88	View chart
Ardelyx (ARDX)	0.0	$55k		10k	5.51	View chart
Arbutus Biopharma (ABUS)	0.0	$45k		10k	4.54	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 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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