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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, AVGO, NVDA, AMZN, and represent 14.83% of Cyndeo Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: Exxon Mobil Corp (+$21M), VUG (+$17M), IWF (+$7.1M), AMAT (+$5.7M), PDI (+$5.1M), BIL, WMB, IWB, Powerlaw Corp, LIN.
Started 57 new stock positions in CSL, XSOE, SPCX, IQLT, IDEV, IEF, XLI, RF, Etf Ser Solutions, CARR.
Reduced shares in these 10 stocks: , , AA, RTX, BAI, MU, GOOGL, STX, MDY, PWRD.
Sold out of its positions in AA, Carnival Corporation, CELH, ED, DOW, JUCY, XOM, FTXO, HCA, Honeywell International. IYF, EMGF, MPLX, MNST, KRE, SLB, SOUN, TER.
Cyndeo Wealth Partners was a net buyer of stock by $100M.
Cyndeo Wealth Partners has $2.1B in assets under management (AUM), dropping by 11.66%.
Central Index Key (CIK): 0001950947

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Portfolio Holdings for Cyndeo Wealth Partners

Cyndeo Wealth Partners holds 517 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Cyndeo Wealth Partners has 517 total positions. Only the first 250 positions are shown.

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Download the Cyndeo Wealth Partners June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Microsoft Corporation (MSFT)	3.4	$72M		192k	373.02	View chart
Apple (AAPL)	3.2	$68M	+3%	233k	289.36	View chart
Broadcom (AVGO)	3.0	$65M		171k	377.75	View chart
NVIDIA Corporation (NVDA)	3.0	$63M		317k	200.09	View chart
Amazon (AMZN)	2.2	$48M	+2%	200k	238.34	View chart
Abbvie (ABBV)	1.6	$35M		137k	251.64	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.6	$34M	-6%	95k	357.37	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	1.5	$31M	+2%	1.2M	27.05	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.5	$31M	+5%	103k	303.12	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.4	$30M	+2%	663k	45.49	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	1.4	$30M	+3%	62k	477.57	View chart
First Tr Exchange-traded Core Investment (FTCB)	1.2	$26M	+2%	1.2M	20.86	View chart
JPMorgan Chase & Co. (JPM)	1.2	$25M		78k	327.33	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	1.0	$22M	+3%	873k	24.88	View chart
Eli Lilly & Co. (LLY)	1.0	$22M		18k	1199.41	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	1.0	$21M	+3%	400k	53.17	View chart
Principal Exchange Traded Active High Yl (YLD)	1.0	$21M	+3%	1.1M	19.08	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	1.0	$21M	+3%	419k	50.15	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	1.0	$21M	+4%	469k	44.75	View chart
Exxon Mobil Corp	1.0	$21M	NEW	153k	136.72	View chart
Vanguard Index Fds Growth Etf (VUG)	1.0	$20M	+508%	234k	86.14	View chart
Johnson & Johnson (JNJ)	0.9	$20M	-3%	78k	253.97	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.9	$19M	+5%	26k	748.89	View chart
Ishares Gold Tr Ishares New (IAU)	0.9	$19M		247k	75.51	View chart
Meta Platforms Cl A (META)	0.9	$18M	-2%	32k	563.29	View chart
Sprott Physical Gold Tr Unit (PHYS)	0.8	$18M	+3%	583k	30.17	View chart
Oracle Corporation (ORCL)	0.8	$17M	+2%	118k	146.55	View chart
TJX Companies (TJX)	0.8	$17M		114k	151.50	View chart
Cisco Systems (CSCO)	0.8	$17M	+6%	142k	117.46	View chart
Home Depot (HD)	0.8	$16M	+2%	47k	352.68	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.7	$16M	-2%	21k	746.77	View chart
Pimco Dynamic Income SHS (PDI)	0.7	$16M	+49%	928k	16.70	View chart
Analog Devices (ADI)	0.7	$15M	+3%	39k	397.17	View chart
Nuveen Floating Rate Income Fund (JFR)	0.7	$15M	+11%	2.0M	7.67	View chart
Linde SHS (LIN)	0.7	$15M	+29%	29k	518.93	View chart
Morgan Stanley Com New (MS)	0.7	$15M	+5%	71k	209.04	View chart
Abbott Laboratories (ABT)	0.7	$15M		163k	90.74	View chart
Altria (MO)	0.7	$14M		199k	71.95	View chart
Merck & Co (MRK)	0.7	$14M	+3%	108k	128.50	View chart
Texas Instruments Incorporated (TXN)	0.6	$14M		46k	298.07	View chart
Global X Fds Global X Uranium (URA)	0.6	$13M	+3%	301k	43.70	View chart
Pfizer (PFE)	0.6	$13M	+3%	537k	24.08	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$13M		36k	353.33	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$13M	+2%	34k	370.04	View chart
Chubb (CB)	0.6	$13M	+27%	37k	340.74	View chart
Ark 21shares Bitcoin Etf Shs Ben Int (ARKB)	0.6	$12M	+5%	638k	19.46	View chart
Nextera Energy (NEE)	0.6	$12M		136k	87.77	View chart
American Electric Power Company (AEP)	0.6	$12M	+3%	86k	136.81	View chart
MetLife (MET)	0.6	$12M	+4%	139k	84.61	View chart
Raytheon Technologies Corp (RTX)	0.5	$12M	-22%	61k	189.73	View chart
Chevron Corporation (CVX)	0.5	$12M	+2%	70k	165.76	View chart
Blackrock Multi-sector Incom other (BIT)	0.5	$12M	+4%	915k	12.52	View chart
Eaton Corp SHS (ETN)	0.5	$11M	+2%	27k	426.11	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$11M		52k	217.93	View chart
Visa Com Cl A (V)	0.5	$11M	+8%	33k	343.09	View chart
DTE Energy Company (DTE)	0.5	$11M	+4%	73k	152.37	View chart
Verizon Communications (VZ)	0.5	$11M	+3%	264k	42.34	View chart
Duke Energy Corp Com New (DUK)	0.5	$11M	+3%	87k	126.58	View chart
Caterpillar (CAT)	0.5	$11M	-2%	10k	1064.88	View chart
Sprott Physical Silver Tr Tr Unit (PSLV)	0.5	$11M	+5%	577k	18.87	View chart
Kinder Morgan (KMI)	0.5	$11M	+3%	337k	31.97	View chart
Bristol Myers Squibb (BMY)	0.5	$11M	+6%	187k	57.62	View chart
Oneok (OKE)	0.5	$11M	+4%	124k	86.94	View chart
Smucker J M Com New (SJM)	0.5	$11M	+5%	95k	112.50	View chart
Tesla Motors (TSLA)	0.5	$11M	+6%	25k	420.60	View chart
Union Pacific Corporation (UNP)	0.5	$10M		38k	272.00	View chart
American Express Company (AXP)	0.5	$10M	+3%	30k	338.25	View chart
Kraft Heinz (KHC)	0.5	$10M	+4%	425k	23.62	View chart
Palo Alto Networks (PANW)	0.5	$10M	+11%	29k	341.02	View chart
Coca-Cola Company (KO)	0.5	$9.9M	+3%	122k	81.27	View chart
Pimco Etf Tr 25yr+ Zero U S (ZROZ)	0.5	$9.9M	+3%	154k	64.10	View chart
Realty Income (O)	0.5	$9.8M	+6%	158k	61.96	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.5	$9.7M	-14%	14k	703.34	View chart
Applied Materials (AMAT)	0.5	$9.7M	+146%	13k	722.99	View chart
Palantir Technologies Cl A (PLTR)	0.4	$9.5M	-2%	82k	116.67	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$9.5M	+303%	76k	124.17	View chart
McDonald's Corporation (MCD)	0.4	$9.2M	+2%	34k	270.31	View chart
Prologis (PLD)	0.4	$9.2M	+2%	68k	135.47	View chart
UGI Corporation (UGI)	0.4	$8.9M	+2%	258k	34.54	View chart
Blackrock (BLK)	0.4	$8.6M	+2%	9.0k	961.54	View chart
At&t (T)	0.4	$8.5M	+6%	412k	20.70	View chart
General Mills (GIS)	0.4	$8.3M	+10%	240k	34.80	View chart
Clorox Company (CLX)	0.4	$8.3M	+9%	87k	95.44	View chart
Vaneck Etf Trust Long Muni Etf (MLN)	0.4	$7.8M	+3%	438k	17.78	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.3	$7.4M		109k	68.01	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.3	$7.4M	+11%	93k	79.41	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.3	$7.4M	-18%	7.7k	964.99	View chart
Trane Technologies SHS (TT)	0.3	$7.2M	-8%	15k	491.16	View chart
Wal-Mart Stores (WMT)	0.3	$6.8M	-2%	60k	113.26	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.3	$6.7M	+275%	74k	91.64	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.3	$6.5M	-10%	105k	62.11	View chart
Amphenol Corp Cl A (APH)	0.3	$6.3M	+5%	36k	176.32	View chart
Mastercard Incorporated Cl A (MA)	0.3	$6.1M	+3%	12k	513.61	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.3	$5.9M		116k	51.51	View chart
Intel Corporation (INTC)	0.3	$5.9M		43k	139.63	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.3	$5.8M	+6%	71k	81.98	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.3	$5.8M	+4%	111k	52.34	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.3	$5.7M		109k	51.85	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$5.5M	+9%	7.5k	736.40	View chart
Automatic Data Processing (ADP)	0.2	$5.2M		23k	223.95	View chart
Ishares Tr Ibonds Dec 27 (IBMP)	0.2	$5.2M	+5%	204k	25.42	View chart
Ishares Tr Ibonds Dec 26 (IBMO)	0.2	$5.2M	+6%	201k	25.64	View chart
Blackrock Etf Trust Ii Ishares Total Re (BRTR)	0.2	$5.1M	-4%	101k	50.32	View chart
Marsh & McLennan Companies (MRSH)	0.2	$5.1M		30k	166.67	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.2	$4.9M	-2%	17k	290.62	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.2	$4.9M	+3%	133k	36.84	View chart
Trimtabs Etf Tr Fcf Us Qlty Etf (ABFL)	0.2	$4.9M	-17%	57k	85.86	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$4.8M	-3%	210k	22.78	View chart
Williams Companies (WMB)	0.2	$4.7M	+1694%	64k	74.34	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.2	$4.7M	-38%	89k	52.72	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$4.7M	+98%	75k	62.20	View chart
Tcw Etf Trust Transform System (PWRD)	0.2	$4.6M	-26%	38k	122.96	View chart
Ab Active Etfs Emerging Mkts Op (EMOP)	0.2	$4.6M	+23%	88k	52.23	View chart
Ishares Tr Ibonds Dec 28 (IBMQ)	0.2	$4.6M	+10%	180k	25.58	View chart
Arista Networks Com Shs (ANET)	0.2	$4.6M	+5%	27k	169.88	View chart
Spdr Gold Tr Spdr Gold Tr (GLD)	0.2	$4.5M		12k	368.39	View chart
Ishares Tr Ibonds Dec 2029 (IBMR)	0.2	$4.5M	+9%	176k	25.39	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.2	$4.5M		92k	48.49	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.2	$4.4M	+4%	112k	39.54	View chart
Parker-Hannifin Corporation (PH)	0.2	$4.4M	-12%	4.5k	978.12	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$4.2M	+1622%	10k	409.50	View chart
Lam Research Corp Com New (LRCX)	0.2	$4.2M	+9%	9.7k	433.33	View chart
Travelers Companies (TRV)	0.2	$4.1M	-6%	12k	330.13	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.2	$4.0M	+2%	116k	34.62	View chart
Hartford Financial Services (HIG)	0.2	$4.0M	-4%	30k	132.52	View chart
Corning Incorporated (GLW)	0.2	$3.9M	+2%	15k	255.43	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$3.9M	+50%	51k	76.55	View chart
S&p Global (SPGI)	0.2	$3.9M	+5%	9.6k	407.27	View chart
Catalyst Pharmaceutical Partners (CPRX)	0.2	$3.7M		118k	31.43	View chart
International Business Machines (IBM)	0.2	$3.7M	-4%	13k	281.21	View chart
Powerlaw Corp	0.2	$3.7M	NEW	255k	14.42	View chart
Eaton Vance Limited Duration Income Fund (EVV)	0.2	$3.7M	-2%	391k	9.37	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$3.7M	+2%	38k	95.44	View chart
Western Digital (WDC)	0.2	$3.6M	-2%	5.7k	638.72	View chart
Netflix (NFLX)	0.2	$3.6M	+7%	50k	71.40	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$3.6M		30k	117.67	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$3.5M	+11%	30k	117.45	View chart
Iron Mountain (IRM)	0.2	$3.5M	-6%	28k	126.31	View chart
Lockheed Martin Corporation (LMT)	0.2	$3.4M	-2%	6.7k	509.43	View chart
Stryker Corporation (SYK)	0.2	$3.4M	-12%	11k	314.84	View chart
Procter & Gamble Company (PG)	0.2	$3.4M		23k	146.64	View chart
Costco Wholesale Corporation (COST)	0.2	$3.3M	-2%	3.6k	935.53	View chart
PNC Financial Services (PNC)	0.2	$3.3M	+701%	14k	246.23	View chart
Intuitive Surgical Com New (ISRG)	0.2	$3.3M	-15%	8.3k	397.67	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$3.3M	+13%	34k	96.58	View chart
Micron Technology (MU)	0.2	$3.2M	-47%	2.8k	1154.30	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$3.2M	+72%	4.6k	686.77	View chart
Goldman Sachs (GS)	0.1	$3.2M	-8%	3.1k	1011.41	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.1	$3.2M		27k	118.05	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$3.2M		33k	96.46	View chart
XP Cl A (XP)	0.1	$3.1M	NEW	193k	16.26	View chart
TransDigm Group Incorporated (TDG)	0.1	$3.1M		2.3k	1332.20	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$3.1M		41k	75.45	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.1	$3.1M	-11%	54k	57.67	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$3.0M		4.00	748850.00	View chart
Etf Ser Solutions Aptus Defined (DRSK)	0.1	$3.0M	+11%	104k	28.75	View chart
Etf Ser Solutions Aptus Collrd Inv (ACIO)	0.1	$3.0M	+7%	64k	46.14	View chart
Cohen & Steers Quality Income Realty (RQI)	0.1	$3.0M	-20%	241k	12.31	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$3.0M	+10%	12k	242.42	View chart
O'reilly Automotive (ORLY)	0.1	$2.9M	+4%	32k	92.09	View chart
Progressive Corporation (PGR)	0.1	$2.9M		13k	218.46	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$2.7M		39k	71.25	View chart
Totalenergies Se Act (TTE)	0.1	$2.7M		35k	77.76	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$2.7M		45k	59.69	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$2.7M		16k	164.27	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$2.6M	+27%	52k	50.58	View chart
Republic Services (RSG)	0.1	$2.6M		12k	213.09	View chart
Boston Scientific Corporation (BSX)	0.1	$2.6M	+2%	60k	42.68	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$2.5M		26k	98.98	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$2.5M	-5%	25k	100.35	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$2.5M	+12%	29k	85.49	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$2.4M	+14%	1.2k	1990.13	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.1	$2.4M	+313%	7.1k	334.67	View chart
United Parcel Service CL B (UPS)	0.1	$2.4M		22k	107.50	View chart
Intuit (INTU)	0.1	$2.3M		9.0k	260.99	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$2.3M		3.6k	640.74	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$2.3M	+28%	38k	60.29	View chart
First Tr Exchange Traded Nasdq Semcndtr (FTXL)	0.1	$2.3M	-30%	8.0k	284.96	View chart
Southstate Bk Corp (SSB)	0.1	$2.2M		22k	99.90	View chart
Blackrock Etf Trust Ii Ishares Intermed (INMU)	0.1	$2.2M	+3%	91k	24.25	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.1	$2.2M	+6%	25k	89.14	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$2.2M		26k	82.84	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$2.1M	+5%	96k	22.29	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.1	$2.1M	+12%	8.5k	247.89	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$2.1M	+4%	11k	190.52	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$2.0M	+154%	16k	124.76	View chart
Advent Claymore Convertible Sec & Inc (AVK)	0.1	$2.0M		153k	13.10	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.1	$2.0M	+5%	24k	82.49	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.1	$2.0M	+37%	42k	46.15	View chart
First Tr Exchange Traded Finls Alphadex (FXO)	0.1	$1.9M	+17%	31k	62.46	View chart
Casey's General Stores (CASY)	0.1	$1.9M	-10%	2.4k	794.66	View chart
Bank of America Corporation (BAC)	0.1	$1.9M		34k	56.98	View chart
Marvell Technology (MRVL)	0.1	$1.9M	+78%	6.4k	297.89	View chart
First Tr Exchange Traded Utilities Alph (FXU)	0.1	$1.9M	+10%	39k	49.34	View chart
Advanced Micro Devices (AMD)	0.1	$1.9M	-9%	3.3k	580.83	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$1.9M	+13%	31k	58.92	View chart
Global X Fds Us Pfd Etf (PFFD)	0.1	$1.8M		99k	18.69	View chart
Pepsi (PEP)	0.1	$1.8M	-2%	14k	135.40	View chart
BP Sponsored Adr (BP)	0.1	$1.8M		49k	36.95	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$1.8M	+298%	23k	80.57	View chart
Sherwin-Williams Company (SHW)	0.1	$1.8M	-45%	5.3k	344.31	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$1.8M	+2%	26k	68.41	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.1	$1.8M	+4%	26k	67.58	View chart
Toronto Dominion Bk Ont Com New (TD)	0.1	$1.8M	-2%	15k	121.43	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$1.8M	NEW	19k	94.57	View chart
Intercontinental Exchange (ICE)	0.1	$1.7M	+10%	14k	123.11	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$1.7M	+5%	2.6k	655.80	View chart
Ge Aerospace Com New (GE)	0.1	$1.7M		4.6k	373.76	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.1	$1.7M	+4%	58k	28.97	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$1.7M	-3%	3.4k	500.39	View chart
Ross Stores (ROST)	0.1	$1.7M	+4%	7.8k	212.85	View chart
Diamondback Energy (FANG)	0.1	$1.7M	+373%	9.4k	175.78	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$1.7M	-21%	6.6k	252.23	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$1.7M	+19%	18k	92.21	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$1.6M		23k	73.41	View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)	0.1	$1.6M		35k	45.52	View chart
First Tr Sml Cp Core Alpha F Com Shs (FYX)	0.1	$1.6M		11k	144.29	View chart
Dell Technologies CL C (DELL)	0.1	$1.5M		3.6k	431.46	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.1	$1.5M	NEW	8.9k	170.85	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$1.5M		4.1k	365.73	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$1.5M	+4%	6.0k	242.40	View chart
Spdr Ser Tr Aerospace Def (XAR)	0.1	$1.4M		5.1k	283.78	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$1.4M	+29%	13k	107.62	View chart
Rockwell Automation (ROK)	0.1	$1.4M		2.8k	495.10	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.1	$1.4M	-3%	58k	23.71	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$1.4M	+73%	17k	79.97	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$1.4M		13k	103.88	View chart
Abacus Fcf Etf Tr Abacus Fcf Real (ABLD)	0.1	$1.3M	+8%	44k	30.09	View chart
UnitedHealth (UNH)	0.1	$1.3M	+8%	3.2k	415.57	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$1.3M	-13%	23k	56.48	View chart
Astrazeneca Ord (AZN)	0.1	$1.3M	NEW	6.8k	189.62	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$1.3M	+2%	3.5k	365.87	View chart
Raymond James Financial (RJF)	0.1	$1.3M		8.4k	152.03	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$1.3M	+398%	14k	87.91	View chart
Wisdomtree Tr Us Value Fd (WTV)	0.1	$1.2M	NEW	12k	101.72	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$1.2M		13k	94.52	View chart
Harbor Etf Trust Harbor Commodity (HGER)	0.1	$1.2M	+3%	41k	29.34	View chart
Capital Group International SHS (CGIC)	0.1	$1.2M	NEW	33k	36.39	View chart
Wells Fargo & Company (WFC)	0.1	$1.2M		14k	82.64	View chart
Citizens Financial Services (CZFS)	0.1	$1.2M		16k	72.44	View chart
Norfolk Southern (NSC)	0.1	$1.2M		3.7k	314.59	View chart
Cohen & Steers infrastucture Fund (UTF)	0.1	$1.2M		42k	27.59	View chart
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Dvlp (PIZ)	0.1	$1.2M		21k	55.90	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$1.1M	+46%	7.7k	148.31	View chart
Shell Spon Ads (SHEL)	0.1	$1.1M		15k	77.54	View chart
Colgate-Palmolive Company (CL)	0.1	$1.1M		12k	91.68	View chart
Fidelity Covington Trust Crypto Ind & Dig (FDIG)	0.1	$1.1M		26k	42.73	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$1.1M	+13%	5.1k	219.42	View chart
Ge Vernova (GEV)	0.1	$1.1M	+4%	946.00	1174.96	View chart
Jabil Circuit (JBL)	0.1	$1.1M	-21%	2.9k	385.48	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 Q2 filed July 21, 2026
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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