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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, NVDA, AVGO, AMZN, and represent 14.56% of Cyndeo Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: XOM (+$12M), PFE (+$12M), CVX (+$11M), T (+$10M), BMY (+$10M), OKE (+$9.8M), KHC (+$9.1M), MET (+$9.0M), O (+$8.6M), CLX (+$8.2M).
Started 44 new stock positions in JSMD, IUSB, JOBY, EMOP, AA, TTE, FTXO, IYK, RL, CIBR.
Reduced shares in these 10 stocks: PSLV (-$13M), JNJ (-$12M), WMB (-$11M), TGT (-$10M), ORI (-$10M), LNC (-$10M), AMGN (-$8.5M), , GSK (-$7.8M), RITM (-$7.0M).
Sold out of its positions in AGNC, ABUS, ARDX, ARCC, AstraZeneca, BBY, BKNG, CMG, DVN, EXPE.
Cyndeo Wealth Partners was a net buyer of stock by $85M.
Cyndeo Wealth Partners has $1.9B in assets under management (AUM), dropping by 2.48%.
Central Index Key (CIK): 0001950947

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Portfolio Holdings for Cyndeo Wealth Partners

Cyndeo Wealth Partners holds 478 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Microsoft Corporation (MSFT)	3.8	$71M	+12%	193k	370.17	View chart
Apple (AAPL)	3.0	$57M	+7%	226k	253.79	View chart
NVIDIA Corporation (NVDA)	2.9	$55M	+8%	315k	174.40	View chart
Broadcom (AVGO)	2.8	$53M	-6%	170k	309.51	View chart
Amazon (AMZN)	2.1	$41M	-6%	195k	208.27	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	1.7	$33M	+19%	1.1M	28.71	View chart
Abbvie (ABBV)	1.6	$30M	+3%	137k	217.49	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.5	$29M	+17%	645k	45.62	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.5	$29M		101k	287.56	View chart
Exxon Mobil Corporation (XOM)	1.4	$26M	+91%	152k	169.66	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.3	$25M	+4%	97k	261.92	View chart
First Tr Exchange-traded Core Investment (FTCB)	1.3	$25M	+23%	1.2M	20.96	View chart
JPMorgan Chase & Co. (JPM)	1.2	$23M	-19%	78k	294.16	View chart
Ishares Gold Tr Ishares New (IAU)	1.1	$22M	-6%	248k	88.16	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	1.1	$21M	+8%	840k	24.77	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	1.1	$21M	+7%	385k	53.22	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	1.1	$20M	-21%	60k	337.95	View chart
Principal Exchange Traded Active High Yl (YLD)	1.1	$20M	+10%	1.1M	18.96	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	1.1	$20M	+10%	403k	50.12	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	1.1	$20M	+10%	448k	44.80	View chart
Sprott Physical Gold Tr Unit (PHYS)	1.0	$20M	-19%	563k	35.44	View chart
Johnson & Johnson (JNJ)	1.0	$20M	-37%	81k	244.44	View chart
Meta Platforms Cl A (META)	1.0	$19M	+4%	33k	572.13	View chart
TJX Companies (TJX)	0.9	$18M	+12%	113k	159.70	View chart
Vanguard Index Fds Growth Etf (VUG)	0.9	$17M	+2%	39k	436.79	View chart
Oracle Corporation (ORCL)	0.9	$17M	+12%	114k	147.11	View chart
Abbott Laboratories (ABT)	0.9	$17M		163k	102.67	View chart
Eli Lilly & Co. (LLY)	0.9	$17M	+20%	18k	919.76	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.8	$16M		25k	653.22	View chart
Raytheon Technologies Corp (RTX)	0.8	$15M	+33%	79k	192.90	View chart
Home Depot (HD)	0.8	$15M		46k	328.89	View chart
Pfizer (PFE)	0.8	$15M	+410%	517k	28.08	View chart
Chevron Corporation (CVX)	0.7	$14M	+376%	68k	206.90	View chart
Global X Fds Global X Uranium (URA)	0.7	$14M	-29%	289k	48.43	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.7	$14M	-2%	21k	650.34	View chart
Ark 21shares Bitcoin Etf Shs Ben Int (ARKB)	0.7	$14M	+46%	606k	22.49	View chart
Nuveen Floating Rate Income Fund (JFR)	0.7	$14M	+17%	1.8M	7.52	View chart
Sprott Physical Silver Tr Tr Unit (PSLV)	0.7	$13M	-48%	545k	24.39	View chart
Altria (MO)	0.7	$13M		196k	65.99	View chart
Verizon Communications (VZ)	0.7	$13M	+2%	255k	50.20	View chart
Merck & Co (MRK)	0.7	$13M	-15%	105k	120.29	View chart
Nextera Energy (NEE)	0.7	$12M	+10%	134k	92.88	View chart
Palantir Technologies Cl A (PLTR)	0.6	$12M		84k	146.28	View chart
Analog Devices (ADI)	0.6	$12M	-2%	38k	318.14	View chart
At&t (T)	0.6	$11M	+1067%	389k	28.99	View chart
Linde SHS (LIN)	0.6	$11M	+35%	23k	495.76	View chart
Blackrock Multi-sector Incom other (BIT)	0.6	$11M	+5%	880k	12.52	View chart
Morgan Stanley Com New (MS)	0.6	$11M	-28%	67k	164.57	View chart
Duke Energy Corp Com New (DUK)	0.6	$11M	+35%	84k	130.94	View chart
Kinder Morgan (KMI)	0.6	$11M	+4%	325k	33.53	View chart
American Electric Power Company (AEP)	0.6	$11M	+29%	83k	131.08	View chart
Oneok (OKE)	0.6	$11M	+1053%	119k	90.39	View chart
Bristol Myers Squibb (BMY)	0.6	$11M	+1850%	176k	60.65	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$11M		33k	320.81	View chart
Pimco Dynamic Income SHS (PDI)	0.6	$11M	+31%	620k	17.11	View chart
Cisco Systems (CSCO)	0.5	$10M	+360%	134k	77.59	View chart
McDonald's Corporation (MCD)	0.5	$10M	+17%	33k	310.79	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$10M		36k	286.86	View chart
DTE Energy Company (DTE)	0.5	$10M	+8%	70k	146.22	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$10M	+3%	52k	196.20	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.5	$9.9M		16k	616.76	View chart
Pimco Etf Tr 25yr+ Zero U S (ZROZ)	0.5	$9.6M	+38%	150k	64.01	View chart
Chubb (CB)	0.5	$9.4M	+15%	29k	325.93	View chart
Eaton Corp SHS (ETN)	0.5	$9.4M	+225%	26k	357.67	View chart
MetLife (MET)	0.5	$9.4M	+2321%	133k	70.72	View chart
UGI Corporation (UGI)	0.5	$9.1M	-4%	251k	36.42	View chart
Visa Com Cl A (V)	0.5	$9.1M		30k	302.24	View chart
Union Pacific Corporation (UNP)	0.5	$9.1M	+5%	38k	242.62	View chart
Kraft Heinz (KHC)	0.5	$9.1M	NEW	405k	22.49	View chart
Texas Instruments Incorporated (TXN)	0.5	$9.1M	+51%	47k	194.14	View chart
Realty Income (O)	0.5	$9.1M	+2048%	148k	61.18	View chart
Coca-Cola Company (KO)	0.5	$8.9M	-3%	117k	76.05	View chart
American Express Company (AXP)	0.5	$8.9M	-18%	29k	302.48	View chart
Prologis (PLD)	0.5	$8.7M	+12%	66k	132.18	View chart
Smucker J M Com New (SJM)	0.5	$8.7M	+18%	90k	96.44	View chart
Tesla Motors (TSLA)	0.5	$8.7M		23k	371.75	View chart
Blackrock (BLK)	0.4	$8.4M	+151%	8.7k	961.75	View chart
Clorox Company (CLX)	0.4	$8.2M	NEW	79k	103.63	View chart
General Mills (GIS)	0.4	$8.1M	+3623%	217k	37.22	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$8.1M	-7%	19k	426.41	View chart
Wal-Mart Stores (WMT)	0.4	$7.6M	+4%	61k	124.28	View chart
Caterpillar (CAT)	0.4	$7.5M	-20%	11k	708.43	View chart
Vaneck Etf Trust Long Muni Etf (MLN)	0.4	$7.4M	+22%	424k	17.44	View chart
Trane Technologies SHS (TT)	0.4	$6.7M	+2%	16k	416.75	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.3	$6.4M	+11%	110k	58.18	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.3	$6.0M	+31%	84k	71.75	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.3	$5.9M	-3%	118k	50.12	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.3	$5.8M	+19%	115k	50.14	View chart
Mastercard Incorporated Cl A (MA)	0.3	$5.8M	+10%	12k	499.65	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.3	$5.7M		109k	52.64	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.3	$5.6M	-4%	107k	51.93	View chart
Blackrock Etf Trust Ii Ishares Total Re (BRTR)	0.3	$5.3M	-20%	106k	50.19	View chart
Marsh & McLennan Companies	0.3	$5.3M	+64%	30k	173.45	View chart
Spdr Gold Tr Spdr Gold Tr (GLD)	0.3	$5.2M	-3%	12k	430.31	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.3	$5.0M	+142%	218k	22.91	View chart
Tcw Etf Trust Transform System (PWRD)	0.3	$5.0M	+2%	51k	97.77	View chart
Ishares Tr Ibonds Dec 27 (IBMP)	0.3	$4.9M	+41%	194k	25.44	View chart
Ishares Tr Ibonds Dec 26 (IBMO)	0.3	$4.9M	+29%	190k	25.63	View chart
Trimtabs Etf Tr Fcf Us Qlty Etf (ABFL)	0.3	$4.9M	-31%	68k	71.14	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.3	$4.8M	+3%	67k	72.08	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.3	$4.8M	+35%	146k	32.95	View chart
Automatic Data Processing (ADP)	0.2	$4.7M	-15%	23k	203.18	View chart
Parker-Hannifin Corporation (PH)	0.2	$4.6M	-22%	5.1k	895.16	View chart
Intuitive Surgical Com New (ISRG)	0.2	$4.5M	+16%	9.8k	460.99	View chart
Netflix (NFLX)	0.2	$4.5M	+56%	47k	96.15	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.2	$4.4M		92k	47.54	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.2	$4.4M	-3%	128k	33.97	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.2	$4.3M		17k	248.84	View chart
Amphenol Corp Cl A (APH)	0.2	$4.3M	NEW	34k	126.35	View chart
Hartford Financial Services (HIG)	0.2	$4.2M	+22%	31k	135.23	View chart
Palo Alto Networks (PANW)	0.2	$4.2M	+94%	26k	160.32	View chart
Hca Holdings (HCA)	0.2	$4.2M	-12%	8.8k	473.26	View chart
Ishares Tr Ibonds Dec 28 (IBMQ)	0.2	$4.2M	+34%	163k	25.53	View chart
Lockheed Martin Corporation (LMT)	0.2	$4.1M	+4%	6.9k	604.36	View chart
Ishares Tr Ibonds Dec 2029 (IBMR)	0.2	$4.1M	+282%	161k	25.35	View chart
Alcoa (AA)	0.2	$4.1M	NEW	61k	66.33	View chart
Stryker Corporation (SYK)	0.2	$4.1M	+94%	12k	328.58	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$4.0M	+2%	6.9k	577.19	View chart
Intuit (INTU)	0.2	$3.9M	+46%	9.0k	432.36	View chart
S&p Global (SPGI)	0.2	$3.9M	+83%	9.1k	425.34	View chart
Travelers Companies (TRV)	0.2	$3.9M	+1749%	13k	291.68	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.2	$3.8M	-3%	108k	35.71	View chart
Eaton Vance Limited Duration Income Fund (EVV)	0.2	$3.8M	-8%	401k	9.45	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.2	$3.7M	-5%	41k	91.77	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.2	$3.7M	-2%	9.4k	391.76	View chart
Boston Scientific Corporation (BSX)	0.2	$3.7M	+28%	58k	62.75	View chart
Cohen & Steers Quality Income Realty (RQI)	0.2	$3.6M		302k	12.05	View chart
Costco Wholesale Corporation (COST)	0.2	$3.6M	-3%	3.6k	996.50	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$3.4M	+2%	30k	114.99	View chart
International Business Machines (IBM)	0.2	$3.3M	+9%	14k	242.38	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.2	$3.3M	+2%	113k	29.49	View chart
Procter & Gamble Company (PG)	0.2	$3.3M	-58%	23k	144.44	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$3.2M		37k	86.64	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$3.2M	+4%	27k	118.60	View chart
Totalenergies Se Act (TTE)	0.2	$3.2M	NEW	35k	90.98	View chart
Arista Networks Com Shs (ANET)	0.2	$3.1M	-31%	26k	122.78	View chart
Sherwin-Williams Company (SHW)	0.2	$3.1M	-7%	9.7k	320.56	View chart
Ab Active Etfs Emerging Mkts Op (EMOP)	0.2	$3.1M	NEW	71k	43.82	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$3.1M		33k	92.74	View chart
Iron Mountain (IRM)	0.2	$3.1M		30k	102.14	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.2	$2.9M		61k	48.32	View chart
Catalyst Pharmaceutical Partners (CPRX)	0.2	$2.9M		118k	24.76	View chart
Goldman Sachs (GS)	0.2	$2.9M	+3%	3.4k	845.89	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$2.9M	+33%	4.00	718140.00	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.1	$2.8M	-4%	27k	105.03	View chart
O'reilly Automotive (ORLY)	0.1	$2.8M	-26%	30k	92.31	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$2.7M	+5%	30k	90.53	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$2.7M	+46%	27k	100.72	View chart
TransDigm Group Incorporated (TDG)	0.1	$2.7M	+7%	2.3k	1158.76	View chart
Republic Services (RSG)	0.1	$2.6M		12k	219.01	View chart
Progressive Corporation (PGR)	0.1	$2.6M		13k	198.24	View chart
Etf Ser Solutions Aptus Defined (DRSK)	0.1	$2.6M	+16%	93k	27.33	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$2.5M	+33%	34k	74.35	View chart
Etf Ser Solutions Aptus Collrd Inv (ACIO)	0.1	$2.5M	+5%	60k	41.96	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$2.5M	+2%	25k	99.27	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$2.5M		39k	64.08	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$2.5M	+2%	46k	54.05	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$2.4M	+234%	38k	62.56	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$2.4M	-10%	11k	213.67	View chart
BP Sponsored Adr (BP)	0.1	$2.3M		49k	47.00	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$2.3M	+13%	16k	142.43	View chart
United Parcel Service CL B (UPS)	0.1	$2.2M	-76%	22k	98.38	View chart
Pepsi (PEP)	0.1	$2.2M	-2%	14k	155.29	View chart
Blackrock Etf Trust Ii Ishares Intermed (INMU)	0.1	$2.1M	+4%	88k	23.91	View chart
Southstate Bk Corp (SSB)	0.1	$2.0M		22k	92.52	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$2.0M	NEW	41k	49.89	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$2.0M	+11%	91k	22.34	View chart
Corning Incorporated (GLW)	0.1	$2.0M	+41%	15k	135.97	View chart
Intercontinental Exchange (ICE)	0.1	$2.0M	+9%	13k	157.28	View chart
Casey's General Stores (CASY)	0.1	$2.0M		2.7k	727.74	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$2.0M	+40%	26k	77.11	View chart
Lam Research Corp Com New (LRCX)	0.1	$1.9M	+150%	8.9k	213.66	View chart
Intel Corporation (INTC)	0.1	$1.9M	-4%	43k	44.13	View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)	0.1	$1.9M	-6%	35k	52.76	View chart
Applied Materials (AMAT)	0.1	$1.9M	+205%	5.4k	341.77	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$1.8M	-55%	26k	69.75	View chart
Global X Fds Us Pfd Etf (PFFD)	0.1	$1.8M	+14%	98k	18.40	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.1	$1.8M	+44%	20k	91.64	View chart
Micron Technology (MU)	0.1	$1.8M	-27%	5.3k	337.84	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.1	$1.8M	+2%	23k	75.49	View chart
First Tr Exchange Traded Utilities Alph (FXU)	0.1	$1.7M	+8%	35k	49.59	View chart
Advent Claymore Convertible Sec & Inc (AVK)	0.1	$1.7M	+10%	153k	11.16	View chart
First Tr Exchange Traded Nasdq Semcndtr (FTXL)	0.1	$1.7M	NEW	12k	147.47	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.1	$1.7M	+7%	23k	75.74	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$1.7M		3.5k	479.20	View chart
Bank of America Corporation (BAC)	0.1	$1.6M	+12%	34k	48.75	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$1.6M	-25%	22k	73.64	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$1.6M	+88%	30k	55.24	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$1.6M		5.7k	287.19	View chart
Ross Stores (ROST)	0.1	$1.6M	+527%	7.5k	216.64	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$1.6M	-46%	2.7k	597.54	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.1	$1.6M	+4%	25k	63.91	View chart
Western Digital (WDC)	0.1	$1.6M	NEW	5.8k	270.49	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$1.5M		27k	56.68	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$1.5M	-30%	8.4k	181.42	View chart
First Tr Exchange Traded Nasdaq Bk Etf (FTXO)	0.1	$1.5M	NEW	42k	36.17	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.1	$1.5M	NEW	7.5k	200.82	View chart
First Tr Exchange Traded Finls Alphadex (FXO)	0.1	$1.5M	-6%	27k	56.19	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.1	$1.5M	+7%	56k	26.58	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$1.4M		25k	56.79	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.1	$1.4M	NEW	31k	46.19	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.1	$1.4M	+52%	60k	23.69	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$1.4M		28k	50.81	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$1.4M	+410%	1.1k	1321.30	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$1.4M	-4%	15k	92.28	View chart
Toronto Dominion Bk Ont Com New (TD)	0.1	$1.4M		15k	93.31	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$1.4M		10k	132.90	View chart
Shell Spon Ads (SHEL)	0.1	$1.4M		15k	93.00	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.1	$1.3M	+26%	16k	82.84	View chart
Ge Aerospace Com New (GE)	0.1	$1.3M	+5%	4.6k	283.76	View chart
First Tr Sml Cp Core Alpha F Com Shs (FYX)	0.1	$1.3M		11k	119.36	View chart
Spdr Ser Tr Aerospace Def (XAR)	0.1	$1.3M		5.1k	253.99	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$1.3M	+2%	13k	97.13	View chart
Honeywell International (HON)	0.1	$1.3M	+4%	5.6k	226.02	View chart
Abacus Fcf Etf Tr Abacus Fcf Real (ABLD)	0.1	$1.3M	+105%	41k	31.23	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$1.3M	+6%	5.8k	218.76	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$1.2M		4.1k	302.27	View chart
Harbor Etf Trust Harbor Commodity (HGER)	0.1	$1.2M	+7%	39k	31.01	View chart
Raymond James Financial (RJF)	0.1	$1.2M	+4%	8.4k	144.79	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$1.2M	+33%	13k	94.95	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$1.2M	-3%	3.6k	328.63	View chart
Ishares Tr Us Consm Staples (IYK)	0.1	$1.1M	NEW	16k	70.03	View chart
Lowe's Companies (LOW)	0.1	$1.1M		4.8k	236.27	View chart
Wells Fargo & Company (WFC)	0.1	$1.1M		14k	79.61	View chart
Enterprise Products Partners (EPD)	0.1	$1.1M	-76%	30k	37.84	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$1.1M	-2%	3.5k	318.07	View chart
Brown & Brown (BRO)	0.1	$1.1M	+8%	17k	65.21	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$1.1M	+5%	10k	106.15	View chart
Cohen & Steers infrastucture Fund (UTF)	0.1	$1.1M		42k	25.88	View chart
Norfolk Southern (NSC)	0.1	$1.1M		3.7k	287.00	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$1.1M	+4%	2.9k	367.40	View chart
Colgate-Palmolive Company (CL)	0.1	$1.0M		12k	85.23	View chart
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Dvlp (PIZ)	0.1	$1.0M	-7%	21k	49.52	View chart
Rockwell Automation (ROK)	0.1	$1.0M	+9%	2.9k	358.86	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$1.0M		15k	70.18	View chart
Philip Morris International (PM)	0.1	$1.0M	+17%	6.1k	165.35	View chart
Citizens Financial Services (CZFS)	0.1	$996k		16k	61.15	View chart
Capital Grp Fixed Incm Etf T Short Duration (CGSD)	0.1	$973k	+10%	38k	25.79	View chart
Jabil Circuit (JBL)	0.1	$973k	+78%	3.7k	265.63	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$965k	+7%	2.5k	383.42	View chart
Digital Realty Trust (DLR)	0.1	$963k	+2%	5.3k	180.20	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.0	$936k		13k	70.36	View chart
3M Company (MMM)	0.0	$926k		6.4k	145.23	View chart
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)	0.0	$883k		10k	86.93	View chart
Fidelity Covington Trust Crypto Ind & Dig (FDIG)	0.0	$862k		26k	32.78	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$859k	+18%	4.5k	191.79	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.0	$859k	-6%	5.9k	144.95	View chart
Illinois Tool Works (ITW)	0.0	$854k		3.3k	260.29	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.0	$854k	+7%	17k	50.98	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$845k	-76%	4.3k	198.29	View chart
PIMCO Corporate Income Fund (PCN)	0.0	$833k		70k	11.90	View chart
Fidelity Covington Trust Enhanced Mid (FMDE)	0.0	$814k	+4%	23k	35.96	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.0	$807k	-2%	15k	54.55	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.0	$805k		8.4k	95.96	View chart
McKesson Corporation (MCK)	0.0	$800k	-3%	924.00	865.41	View chart
Ge Vernova (GEV)	0.0	$793k		908.00	873.06	View chart
UnitedHealth (UNH)	0.0	$791k	-35%	2.9k	270.56	View chart
21shares Ethereum Etf SHS (TETH)	0.0	$789k	+80%	75k	10.47	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$785k	+203%	9.9k	79.56	View chart
Flexshares Tr M Star Dev Mkt (TLTD)	0.0	$783k		8.3k	93.99	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.0	$782k	NEW	18k	44.62	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.0	$782k	NEW	17k	46.13	View chart
Southern Company (SO)	0.0	$777k		8.1k	96.52	View chart
Truist Financial Corp equities (TFC)	0.0	$776k	-2%	17k	45.97	View chart
Northrop Grumman Corporation (NOC)	0.0	$775k		1.1k	682.30	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.0	$765k	-18%	18k	43.59	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.0	$763k	+37%	25k	29.99	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.0	$755k	-6%	22k	35.04	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.0	$741k	-3%	16k	46.40	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$740k		6.2k	118.45	View chart
Advanced Micro Devices (AMD)	0.0	$733k	-58%	3.6k	203.45	View chart
Ishares Emng Mkts Eqt (EMGF)	0.0	$731k	-40%	12k	60.43	View chart
Ameriprise Financial (AMP)	0.0	$726k	-2%	1.6k	444.29	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$719k		12k	61.26	View chart
Slide Ins Hldgs (SLDE)	0.0	$714k	-65%	40k	18.00	View chart
Novartis Sponsored Adr (NVS)	0.0	$710k	+3%	4.6k	152.76	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.0	$704k	NEW	6.4k	110.47	View chart
Citigroup Com New (C)	0.0	$700k	-40%	6.2k	113.42	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.0	$690k		9.6k	71.61	View chart
Abrdn Healthcare Investors Sh Ben Int (HQH)	0.0	$682k		38k	17.79	View chart
Medtronic SHS (MDT)	0.0	$677k	+6%	7.8k	86.65	View chart
Comfort Systems USA (FIX)	0.0	$675k	+3%	489.00	1379.99	View chart
Cme (CME)	0.0	$669k	+2%	2.3k	295.36	View chart
ConocoPhillips (COP)	0.0	$668k		5.1k	132.01	View chart
Walt Disney Company (DIS)	0.0	$667k	-5%	6.9k	96.38	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$657k		5.3k	124.30	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$650k	+32%	21k	30.50	View chart
Ishares Tr Ibonds Dec 2030 (IBMS)	0.0	$637k	NEW	25k	25.83	View chart
Waste Management (WM)	0.0	$634k	+15%	2.8k	229.81	View chart
Innovator Etfs Trust Growth 100 Pwr B (NMAR)	0.0	$623k	NEW	21k	29.38	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.0	$623k	NEW	16k	40.10	View chart
Amgen (AMGN)	0.0	$619k	-93%	1.8k	351.82	View chart
Marriott Intl Cl A (MAR)	0.0	$615k		1.9k	327.07	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$613k		2.6k	239.99	View chart
Constellation Energy (CEG)	0.0	$612k		2.2k	279.23	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$611k		2.5k	248.00	View chart
Fifth Third Ban (FITB)	0.0	$606k	NEW	13k	46.46	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.0	$606k	+12%	6.5k	93.74	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$600k	-60%	1.5k	390.52	View chart
Dell Technologies CL C (DELL)	0.0	$590k	+25%	3.6k	164.13	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$589k	-38%	6.1k	97.23	View chart
Phillips 66 (PSX)	0.0	$585k	-4%	3.2k	182.15	View chart
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)	0.0	$583k	+114%	25k	23.86	View chart
Starbucks Corporation (SBUX)	0.0	$573k	-9%	6.4k	89.59	View chart
Danaher Corporation (DHR)	0.0	$570k	-60%	3.0k	189.58	View chart
Moody's Corporation (MCO)	0.0	$566k	+9%	1.3k	436.30	View chart
Cummins (CMI)	0.0	$561k		1.0k	537.78	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.0	$559k	-72%	4.8k	117.66	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$558k		2.6k	215.05	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$557k	NEW	3.9k	142.20	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$550k	+34%	11k	52.56	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$535k		5.2k	102.25	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$530k	-7%	2.1k	250.55	View chart
CSX Corporation (CSX)	0.0	$529k		13k	41.05	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.0	$528k	-5%	5.7k	92.76	View chart
Grayscale Ethereum Trust Etf SHS (ETHE)	0.0	$525k	+2%	31k	17.07	View chart
Regeneron Pharmaceuticals (REGN)	0.0	$522k		676.00	772.19	View chart
First Tr Exchange-traded Dj Glbl Divid (FGD)	0.0	$522k	NEW	16k	31.93	View chart
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)	0.0	$519k	-10%	4.3k	120.74	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.0	$515k	NEW	5.8k	89.00	View chart
Ishares Tr Global Reit Etf (REET)	0.0	$515k	+7%	21k	25.15	View chart
Alphatec Hldgs Com New (ATEC)	0.0	$510k		47k	10.88	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$506k	+16%	17k	30.32	View chart
Marathon Petroleum Corp (MPC)	0.0	$505k	-11%	2.1k	244.15	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.0	$503k	-3%	7.4k	68.28	View chart
AFLAC Incorporated (AFL)	0.0	$503k		4.6k	109.71	View chart
Metropcs Communications (TMUS)	0.0	$500k	+7%	2.4k	210.03	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$497k	+6%	26k	19.30	View chart
salesforce (CRM)	0.0	$493k		2.6k	186.64	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.0	$493k	+31%	7.3k	67.59	View chart
Capital Group Conservative E SHS (CGCV)	0.0	$491k	+4%	17k	29.81	View chart
Bank of New York Mellon Corporation (BK)	0.0	$489k	-9%	4.1k	118.64	View chart
Fair Isaac Corporation (FICO)	0.0	$486k	-4%	455.00	1067.54	View chart
Qualcomm (QCOM)	0.0	$484k	+7%	3.8k	128.78	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	0.0	$482k		8.0k	60.44	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$463k	-53%	4.9k	93.93	View chart
Resideo Technologies (REZI)	0.0	$460k		14k	33.71	View chart
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)	0.0	$456k	+105%	9.7k	47.15	View chart
Robinhood Mkts Com Cl A (HOOD)	0.0	$455k	+11%	6.6k	69.30	View chart
Allstate Corporation (ALL)	0.0	$450k	-6%	2.2k	207.30	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.0	$449k	-6%	8.9k	50.37	View chart
L3harris Technologies (LHX)	0.0	$445k	-8%	1.3k	345.15	View chart
CVS Caremark Corporation (CVS)	0.0	$442k	NEW	6.2k	71.82	View chart
Equifax (EFX)	0.0	$441k		2.5k	180.07	View chart
Northern Trust Corporation (NTRS)	0.0	$439k		3.1k	139.57	View chart
Nuveen Nasdaq 100 Dynamic Ov Com Shs (QQQX)	0.0	$438k	+19%	16k	26.67	View chart
Thermo Fisher Scientific (TMO)	0.0	$434k	-56%	883.00	491.78	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$433k	+10%	5.0k	86.69	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$433k		2.9k	148.10	View chart
Cadence Design Systems (CDNS)	0.0	$421k		1.5k	277.87	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$420k	+3%	2.2k	191.92	View chart
First Tr Exchange Traded Tech Alphadex (FXL)	0.0	$420k		2.6k	158.87	View chart
Emerson Electric (EMR)	0.0	$415k	+6%	3.2k	131.02	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.0	$414k	+6%	23k	17.75	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$410k	-6%	5.8k	71.13	View chart
CF Industries Holdings (CF)	0.0	$408k		3.1k	129.84	View chart
Valero Energy Corporation (VLO)	0.0	$407k		1.6k	247.09	View chart
EastGroup Properties (EGP)	0.0	$407k		2.2k	185.10	View chart
Kimberly-Clark Corporation (KMB)	0.0	$402k	-7%	4.2k	96.46	View chart
Sempra Energy (SRE)	0.0	$397k		4.1k	97.17	View chart
Ishares Msci Israel Etf (EIS)	0.0	$395k	-9%	3.4k	116.05	View chart
Diamondback Energy (FANG)	0.0	$394k		2.0k	197.81	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$391k		7.0k	55.52	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.0	$387k		4.5k	86.40	View chart
Southern Copper Corporation (SCCO)	0.0	$386k		2.2k	172.08	View chart
Vanguard World Financials Etf (VFH)	0.0	$385k		3.2k	120.81	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.0	$384k		8.2k	46.91	View chart
Easterly Govt Pptys Com Shs (DEA)	0.0	$383k	-57%	18k	21.43	View chart
Air Products & Chemicals (APD)	0.0	$380k		1.3k	290.49	View chart
Adobe Systems Incorporated (ADBE)	0.0	$379k	-16%	1.6k	243.08	View chart
General Dynamics Corporation (GD)	0.0	$376k	+6%	1.1k	343.09	View chart
Microstrategy Cl A New (MSTR)	0.0	$376k	+9%	3.0k	124.81	View chart
Delta Air Lines Inc Del Com New (DAL)	0.0	$375k	+8%	5.6k	66.47	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.0	$371k	-82%	1.7k	216.04	View chart
Paychex (PAYX)	0.0	$369k	+16%	4.0k	92.12	View chart
Valmont Industries (VMI)	0.0	$368k	+4%	922.00	399.57	View chart
Omni (OMC)	0.0	$366k	-39%	4.9k	75.30	View chart
Uber Technologies (UBER)	0.0	$365k	+66%	5.1k	71.93	View chart
Fidelity Covington Trust Emerg Mkts Mltft (FDEM)	0.0	$361k		11k	31.58	View chart
Ishares Tr Ibonds Dec 2031 (IBMT)	0.0	$360k	NEW	14k	25.67	View chart
Teradyne (TER)	0.0	$359k	-40%	1.2k	296.36	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.0	$357k		5.1k	69.40	View chart
Marvell Technology (MRVL)	0.0	$356k		3.6k	99.05	View chart
Monster Beverage Corp (MNST)	0.0	$355k	-10%	4.9k	72.46	View chart
PNC Financial Services (PNC)	0.0	$352k	+3%	1.7k	208.03	View chart
First Tr Exchange-traded Buywrit Incm Etf (FTHI)	0.0	$348k	-5%	15k	22.95	View chart
Fidelity Covington Trust Qlty Fctor Etf (FQAL)	0.0	$346k	-17%	4.8k	72.60	View chart
Johnson Ctls Intl SHS (JCI)	0.0	$341k	+26%	2.6k	130.95	View chart
Ishares Msci Hong Kg Etf (EWH)	0.0	$338k	+3%	15k	23.09	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.0	$337k	NEW	5.4k	62.67	View chart
Janus Detroit Str Tr Hendersn Sml Etf (JSMD)	0.0	$327k	NEW	4.1k	79.35	View chart
IDEXX Laboratories (IDXX)	0.0	$327k	-7%	581.00	561.89	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$325k		3.1k	106.00	View chart
Ishares Msci Spain Etf (EWP)	0.0	$324k		6.0k	54.31	View chart
Ishares Msci Italy Etf (EWI)	0.0	$323k		6.0k	53.42	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.0	$321k		1.1k	295.00	View chart
Coreweave Com Cl A (CRWV)	0.0	$317k	NEW	4.1k	77.46	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.0	$316k		3.4k	92.67	View chart
Target Corporation (TGT)	0.0	$315k	-97%	2.6k	121.22	View chart
Ishares Msci Austria Etf (EWO)	0.0	$315k	-5%	8.9k	35.45	View chart
Innovator Etfs Trust Us Small Cap Pwr (KMAR)	0.0	$313k	NEW	11k	29.09	View chart
Etf Ser Solutions Aptus Enhanced (JUCY)	0.0	$311k		14k	22.15	View chart
Cincinnati Financial Corporation (CINF)	0.0	$307k	+5%	2.0k	157.32	View chart
Eyepoint Pharmaceuticals Com New (EYPT)	0.0	$302k		23k	12.89	View chart
Global X Fds Global X Silver (SIL)	0.0	$301k	-33%	3.3k	90.09	View chart
Vanguard World Utilities Etf (VPU)	0.0	$301k	+8%	1.5k	198.08	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.0	$301k	-40%	2.9k	103.44	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.0	$299k	+3%	2.4k	125.15	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.0	$298k	-9%	12k	25.55	View chart
Henry Schein (HSIC)	0.0	$298k	-2%	4.0k	73.70	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$297k		6.1k	48.46	View chart
Intellia Therapeutics (NTLA)	0.0	$296k	-8%	23k	12.82	View chart
Putnam Mun Opportunities Tr Sh Ben Int (PMO)	0.0	$294k	+9%	29k	10.30	View chart
First Tr Morningstar Divid L SHS (FDL)	0.0	$292k		5.7k	50.80	View chart
Spdr Series Trust S&p Regl Bkg (KRE)	0.0	$289k		4.4k	65.15	View chart
First Tr Value Line Divid In SHS (FVD)	0.0	$285k		6.1k	47.03	View chart
Northern Lts Fd Tr Iv Inspire Momentum (GLRY)	0.0	$282k	+27%	7.6k	37.11	View chart
Global X Fds Artificial Etf (AIQ)	0.0	$277k	NEW	5.9k	46.67	View chart
Amplify Etf Tr Blockchain Ldr (BLOK)	0.0	$276k		5.5k	49.81	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$274k	-9%	2.5k	111.37	View chart
Welltower Inc Com reit (WELL)	0.0	$273k		1.4k	197.71	View chart
Comcast Corp Cl A (CMCSA)	0.0	$273k	+39%	9.5k	28.71	View chart
Celsius Hldgs Com New (CELH)	0.0	$273k		7.7k	35.48	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.0	$273k	-3%	5.2k	52.19	View chart
Crispr Therapeutics Namen Akt (CRSP)	0.0	$272k		5.7k	47.57	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.0	$269k		6.8k	39.68	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$268k	+19%	4.6k	57.65	View chart
Wheaton Precious Metals Corp (WPM)	0.0	$264k		2.0k	131.04	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$263k	+18%	3.3k	78.66	View chart
First Tr Exchange-traded Emerging Mkts (RNEM)	0.0	$259k		4.8k	54.15	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$259k	-9%	2.3k	110.37	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$259k	-77%	2.2k	118.64	View chart
Williams Companies (WMB)	0.0	$259k	-97%	3.6k	72.78	View chart
Xcel Energy (XEL)	0.0	$255k	+3%	3.2k	79.44	View chart
Curtiss-Wright (CW)	0.0	$255k		374.00	681.41	View chart
American Tower Reit (AMT)	0.0	$254k	-89%	1.5k	172.57	View chart
Voya Infrastructure Industrial & Materia (IDE)	0.0	$254k		20k	12.48	View chart
Servicenow (NOW)	0.0	$252k	+8%	2.4k	104.55	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$252k		3.4k	73.14	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$252k		361.00	696.85	View chart
Etf Ser Solutions Aptus July Bufr (JULB)	0.0	$251k	NEW	10k	25.10	View chart
Etf Ser Solutions Aptus Oct Buff E (OCTB)	0.0	$251k	NEW	10k	25.06	View chart
SYSCO Corporation (SYY)	0.0	$250k	+3%	3.5k	71.33	View chart
Archer Daniels Midland Company (ADM)	0.0	$249k		225k	1.11	View chart
Vaneck Etf Trust Biotech Etf (BBH)	0.0	$244k		1.3k	188.02	View chart
Ralph Lauren Corp Cl A (RL)	0.0	$241k	NEW	701.00	343.99	View chart
Vanguard World Energy Etf (VDE)	0.0	$239k	NEW	1.4k	173.07	View chart
Grayscale Ethereum Mini Tr E Shs New (ETH)	0.0	$237k	-56%	12k	19.86	View chart
Warner Bros Discovery Com Ser A (WBD)	0.0	$237k	-85%	8.6k	27.46	View chart
Cintas Corporation (CTAS)	0.0	$233k	NEW	1.4k	169.09	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$231k	-24%	4.7k	49.37	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.0	$229k	NEW	4.0k	57.07	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$229k	-5%	5.0k	45.89	View chart
Applovin Corp Com Cl A (APP)	0.0	$225k	-77%	566.00	398.23	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.0	$223k		3.4k	66.12	View chart
SLB Com Stk (SLB)	0.0	$222k	NEW	4.3k	51.38	View chart
Carnival Corp Unit 99/99/9999 (CCL)	0.0	$221k		8.6k	25.88	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$220k		3.3k	67.53	View chart
Nxp Semiconductors N V (NXPI)	0.0	$220k		1.1k	196.82	View chart
Consolidated Edison (ED)	0.0	$218k	NEW	1.9k	113.18	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$214k	-88%	601.00	356.56	View chart
Dow (DOW)	0.0	$213k	NEW	5.1k	41.65	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.0	$211k	-88%	4.2k	49.99	View chart
Otis Worldwide Corp (OTIS)	0.0	$208k		2.7k	77.08	View chart
Dbx Etf Tr Xtrackrs S&p 500 (SNPE)	0.0	$206k	-8%	3.5k	59.56	View chart
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN)	0.0	$206k	NEW	3.2k	64.97	View chart
Capital One Financial (COF)	0.0	$206k	-31%	1.1k	182.41	View chart
Calamos Etf Tr Nasdaq 100 Struc (CPNJ)	0.0	$206k	-12%	7.6k	27.01	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$205k	-51%	1.4k	145.74	View chart
Janus Detroit Str Tr Henderson Securi (JSI)	0.0	$204k	NEW	4.0k	51.55	View chart
First Tr Nas100 Eq Weighted SHS (QQEW)	0.0	$201k		1.6k	126.97	View chart
Blue Owl Capital Com Cl A (OWL)	0.0	$182k	NEW	20k	9.13	View chart
Eaton Vance Tax-Managed Global Buy-Write (ETW)	0.0	$149k		17k	8.78	View chart
Ford Motor Company (F)	0.0	$140k	+3%	12k	11.54	View chart
Proshares Tr Bitcoin Etf (BITO)	0.0	$136k	NEW	15k	9.31	View chart
Joby Aviation Common Stock (JOBY)	0.0	$103k	NEW	13k	8.26	View chart
Soundhound Ai Class A Com (SOUN)	0.0	$69k		10k	6.87	View chart
Tuhura Biosciences (HURA)	0.0	$19k	-65%	11k	1.79	View chart

Past Filings by Cyndeo Wealth Partners

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

Cyndeo Wealth Partners 2026 Q1 filed April 13, 2026
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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