Cyndeo Wealth Partners

Latest statistics and disclosures from Cyndeo Wealth Partners's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Cyndeo Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Cyndeo Wealth Partners

Cyndeo Wealth Partners holds 367 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 5.0 $54M +25% 144k 376.04
 View chart
Ishares Tr Core Us Aggbd Et (AGG) 3.0 $32M -3% 326k 99.25
 View chart
Amazon (AMZN) 2.5 $28M +17% 181k 151.94
 View chart
Apple (AAPL) 2.3 $25M +17% 128k 192.53
 View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 2.1 $23M -5% 512k 44.60
 View chart
Abbvie (ABBV) 2.0 $21M +8% 137k 154.97
 View chart
Abbott Laboratories (ABT) 1.6 $17M +16% 157k 110.07
 View chart
Broadcom (AVGO) 1.6 $17M 16k 1116.27
 View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 1.5 $16M +34% 704k 22.44
 View chart
First Tr Exchng Traded Fd Vi Tcw Uncontrai (UCON) 1.4 $16M 626k 24.74
 View chart
Ishares Tr Tips Bd Etf (TIP) 1.4 $16M -11% 144k 107.49
 View chart
Principal Exchange Traded Active High Yl (YLD) 1.4 $15M 812k 18.86
 View chart
First Tr Exchange-traded Senior Ln Fd (FTSL) 1.4 $15M 331k 46.07
 View chart
Ishares Tr 0-5 Yr Tips Etf (STIP) 1.4 $15M 155k 98.59
 View chart
UnitedHealth (UNH) 1.2 $13M +40% 25k 526.46
 View chart
Alphabet Cap Stk Cl A (GOOGL) 1.2 $13M +30% 90k 139.69
 View chart
Ishares Gold Tr Ishares New (IAU) 1.1 $12M +2% 317k 39.03
 View chart
Vanguard Index Fds Growth Etf (VUG) 1.1 $12M -14% 38k 310.88
 View chart
JPMorgan Chase & Co. (JPM) 1.1 $11M -6% 67k 170.10
 View chart
Accenture Plc Ireland Shs Class A (ACN) 1.0 $11M +51% 32k 350.91
 View chart
Home Depot (HD) 0.9 $10M +15% 29k 346.55
 View chart
Sprott Physical Gold Tr Unit (PHYS) 0.9 $9.8M 614k 15.93
 View chart
Procter & Gamble Company (PG) 0.9 $9.5M +33% 65k 146.54
 View chart
Phillips 66 (PSX) 0.8 $9.1M +18% 68k 133.14
 View chart
Exxon Mobil Corporation (XOM) 0.8 $8.8M -15% 88k 99.98
 View chart
Johnson & Johnson (JNJ) 0.8 $8.5M -12% 54k 156.74
 View chart
Global X Fds Global X Uranium (URA) 0.8 $8.3M -10% 301k 27.69
 View chart
Union Pacific Corporation (UNP) 0.8 $8.3M +30% 34k 245.62
 View chart
Vanguard Index Fds Value Etf (VTV) 0.7 $7.9M -26% 53k 149.50
 View chart
Coca-Cola Company (KO) 0.7 $7.9M -2% 133k 58.93
 View chart
Sprott Physical Silver Tr Tr Unit (PSLV) 0.7 $7.7M +2% 954k 8.08
 View chart
Visa Com Cl A (V) 0.7 $7.5M -8% 29k 260.35
 View chart
Vanguard World Extended Dur (EDV) 0.7 $7.5M +6% 93k 81.03
 View chart
Eaton Vance Limited Duration Income Fund (EVV) 0.7 $7.4M -4% 772k 9.58
 View chart
Oracle Corporation (ORCL) 0.7 $7.3M -5% 69k 105.43
 View chart
International Business Machines (IBM) 0.7 $7.1M +17% 44k 163.55
 View chart
Honeywell International (HON) 0.6 $6.9M +43% 33k 209.71
 View chart
Ishares Tr Core S&p500 Etf (IVV) 0.6 $6.9M +101% 15k 477.64
 View chart
McDonald's Corporation (MCD) 0.6 $6.9M +26% 23k 296.51
 View chart
Costco Wholesale Corporation (COST) 0.6 $6.8M +79% 10k 660.05
 View chart
Chubb (CB) 0.6 $6.8M -6% 30k 226.00
 View chart
Texas Instruments Incorporated (TXN) 0.6 $6.6M +10% 39k 170.46
 View chart
Philip Morris International (PM) 0.6 $6.5M +54% 69k 94.08
 View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $6.3M 13k 475.31
 View chart
Alphabet Cap Stk Cl C (GOOG) 0.6 $6.2M 44k 140.93
 View chart
Ishares Tr Rus 1000 Etf (IWB) 0.6 $6.1M NEW 23k 262.26
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $6.0M -14% 26k 237.22
 View chart
Tesla Motors (TSLA) 0.6 $6.0M 24k 248.48
 View chart
Linde SHS (LIN) 0.6 $6.0M +43% 15k 410.71
 View chart
Eli Lilly & Co. (LLY) 0.6 $6.0M +52% 10k 582.92
 View chart
Ally Financial (ALLY) 0.5 $5.7M +31% 165k 34.92
 View chart
Prologis (PLD) 0.5 $5.6M +39% 42k 133.30
 View chart
Marathon Petroleum Corp (MPC) 0.5 $5.6M 38k 148.36
 View chart
Ishares Tr Msci Usa Min Vol (USMV) 0.5 $5.6M NEW 72k 78.03
 View chart
Seagate Technology Hldngs Pl Ord Shs (STX) 0.5 $5.5M +629% 65k 85.37
 View chart
Digital Realty Trust (DLR) 0.5 $5.5M +7% 41k 134.58
 View chart
Oneok (OKE) 0.5 $5.4M +8% 77k 70.22
 View chart
Manulife Finl Corp (MFC) 0.5 $5.4M +18% 245k 22.10
 View chart
Vaneck Etf Trust High Yld Munietf (HYD) 0.5 $5.3M -29% 103k 51.63
 View chart
NVIDIA Corporation (NVDA) 0.5 $5.3M 11k 495.20
 View chart
Vaneck Etf Trust Long Muni Etf (MLN) 0.5 $5.1M -31% 282k 18.25
 View chart
Coca-cola Europacific Partne SHS (CCEP) 0.5 $5.1M +21% 77k 66.74
 View chart
salesforce (CRM) 0.5 $5.1M -18% 19k 263.14
 View chart
Starbucks Corporation (SBUX) 0.5 $5.1M +25% 53k 96.01
 View chart
Fidelity National Financial Fnf Group Com (FNF) 0.5 $5.0M NEW 98k 51.02
 View chart
Raytheon Technologies Corp (RTX) 0.5 $5.0M +7% 59k 84.14
 View chart
Nextera Energy (NEE) 0.5 $5.0M +2% 82k 60.74
 View chart
Epr Pptys Com Sh Ben Int (EPR) 0.5 $5.0M +18% 102k 48.45
 View chart
Allstate Corporation (ALL) 0.5 $4.9M NEW 35k 139.98
 View chart
Viatris (VTRS) 0.5 $4.9M +33% 452k 10.83
 View chart
Williams Companies (WMB) 0.4 $4.9M +8% 140k 34.83
 View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.4 $4.9M +629% 102k 47.68
 View chart
Marsh & McLennan Companies (MMC) 0.4 $4.8M -18% 26k 189.47
 View chart
Stellantis SHS (STLA) 0.4 $4.8M NEW 205k 23.32
 View chart
Blackrock Multi-sector Incom other (BIT) 0.4 $4.7M +20% 317k 15.00
 View chart
American Centy Etf Tr Us Quality Grow (QGRO) 0.4 $4.7M NEW 62k 76.08
 View chart
Analog Devices (ADI) 0.4 $4.7M -29% 24k 198.56
 View chart
Meta Platforms Cl A (META) 0.4 $4.6M +85% 13k 353.96
 View chart
Automatic Data Processing (ADP) 0.4 $4.6M +36% 20k 232.97
 View chart
Sl Green Realty Corp (SLG) 0.4 $4.6M NEW 102k 45.17
 View chart
Westrock (WRK) 0.4 $4.6M NEW 110k 41.52
 View chart
New York Community Ban (NYCB) 0.4 $4.4M +23% 432k 10.23
 View chart
Applied Materials (AMAT) 0.4 $4.3M -26% 26k 162.07
 View chart
DTE Energy Company (DTE) 0.4 $4.2M NEW 38k 110.26
 View chart
BlackRock (BLK) 0.4 $4.1M +52% 5.1k 811.82
 View chart
Ishares Tr Ibonds Dec (IBMM) 0.4 $3.9M -15% 150k 25.93
 View chart
Ishares Tr Ibonds Dec 25 (IBMN) 0.4 $3.9M -10% 146k 26.55
 View chart
Ishares Tr Ibonds Dec 26 (IBMO) 0.4 $3.9M -10% 151k 25.51
 View chart
TJX Companies (TJX) 0.4 $3.8M -25% 41k 93.81
 View chart
Republic Services (RSG) 0.3 $3.8M -29% 23k 164.91
 View chart
Palo Alto Networks (PANW) 0.3 $3.7M -33% 13k 294.88
 View chart
Totalenergies Se Sponsored Adr (TTE) 0.3 $3.5M +6% 52k 67.38
 View chart
EOG Resources (EOG) 0.3 $3.4M +50% 28k 120.95
 View chart
Sherwin-Williams Company (SHW) 0.3 $3.4M +50% 11k 311.89
 View chart
American Electric Power Company (AEP) 0.3 $3.4M +24% 42k 81.22
 View chart
United Parcel Service CL B (UPS) 0.3 $3.4M 21k 157.23
 View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.3 $3.3M -59% 19k 175.47
 View chart
Cohen & Steers Quality Income Realty (RQI) 0.3 $3.3M +157% 267k 12.24
 View chart
Nuveen Floating Rate Income Fund (JFR) 0.3 $3.2M NEW 388k 8.22
 View chart
First Tr Exchange-traded Nasdq Semcndtr (FTXL) 0.3 $3.2M -59% 39k 81.53
 View chart
Ameriprise Financial (AMP) 0.3 $3.1M -35% 8.2k 379.84
 View chart
American Tower Reit (AMT) 0.3 $3.1M +45% 14k 215.88
 View chart
Intuit (INTU) 0.3 $3.1M +83% 5.0k 625.05
 View chart
First Tr Exchange Traded Consumr Discre (FXD) 0.3 $3.1M -57% 52k 58.98
 View chart
First Tr Exchange Traded Indls Prod Dur (FXR) 0.3 $3.1M -59% 47k 64.86
 View chart
Nike CL B (NKE) 0.3 $3.0M +34% 28k 108.57
 View chart
Boston Scientific Corporation (BSX) 0.3 $2.9M -34% 51k 57.81
 View chart
Trimtabs Etf Tr Fcf Us Qlty Etf (TTAC) 0.3 $2.8M NEW 50k 56.62
 View chart
First Tr Exchange-traded Nasdq Oil Gas (FTXN) 0.3 $2.8M +513% 99k 28.30
 View chart
Intuitive Surgical Com New (ISRG) 0.3 $2.8M -39% 8.2k 337.36
 View chart
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $2.8M +63% 9.1k 303.17
 View chart
O'reilly Automotive (ORLY) 0.3 $2.7M -35% 2.9k 950.08
 View chart
Blackstone Group Inc Com Cl A (BX) 0.2 $2.7M 21k 130.92
 View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $2.7M -68% 65k 41.10
 View chart
Illinois Tool Works (ITW) 0.2 $2.6M 9.7k 261.93
 View chart
Thermo Fisher Scientific (TMO) 0.2 $2.5M +50% 4.8k 530.74
 View chart
Danaher Corporation (DHR) 0.2 $2.5M +42% 11k 231.34
 View chart
Iron Mountain (IRM) 0.2 $2.5M 35k 69.98
 View chart
Diageo Spon Adr New (DEO) 0.2 $2.5M +13% 17k 145.66
 View chart
Parker-Hannifin Corporation (PH) 0.2 $2.5M -42% 5.3k 460.67
 View chart
Spdr Gold Tr Gold Shs (GLD) 0.2 $2.4M +2% 13k 191.17
 View chart
Pepsi (PEP) 0.2 $2.4M +4% 14k 169.85
 View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.2 $2.4M 26k 91.39
 View chart
Lockheed Martin Corporation (LMT) 0.2 $2.4M 5.3k 453.25
 View chart
Morgan Stanley Com New (MS) 0.2 $2.4M +38% 26k 93.25
 View chart
Chevron Corporation (CVX) 0.2 $2.4M 16k 149.16
 View chart
Mastercard Incorporated Cl A (MA) 0.2 $2.2M +214% 5.2k 426.51
 View chart
First Tr Nas100 Eq Weighted SHS (QQEW) 0.2 $2.2M NEW 19k 117.45
 View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $2.2M +300% 30k 73.55
 View chart
Ishares Tr Core Msci Intl (IDEV) 0.2 $2.2M -8% 34k 63.66
 View chart
Micron Technology (MU) 0.2 $2.2M 25k 85.34
 View chart
Pimco Dynamic Income SHS (PDI) 0.2 $2.1M +27% 117k 17.95
 View chart
Merck & Co (MRK) 0.2 $2.1M 19k 109.02
 View chart
PIMCO Corporate Income Fund (PCN) 0.2 $2.1M +10% 169k 12.41
 View chart
Pfizer (PFE) 0.2 $2.1M +33% 72k 28.79
 View chart
McKesson Corporation (MCK) 0.2 $2.0M 4.4k 462.97
 View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.2 $2.0M +106% 39k 52.80
 View chart
Rockwell Automation (ROK) 0.2 $2.0M +32% 6.5k 310.50
 View chart
S&p Global (SPGI) 0.2 $2.0M +62% 4.6k 440.53
 View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.2 $2.0M -39% 47k 42.22
 View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $2.0M -39% 42k 47.90
 View chart
Alps Etf Tr Alerian Mlp (AMLP) 0.2 $2.0M +8% 47k 42.52
 View chart
Vaneck Etf Trust Gold Miners Etf (GDX) 0.2 $2.0M -2% 64k 31.01
 View chart
D.R. Horton (DHI) 0.2 $1.9M 13k 151.98
 View chart
Enterprise Products Partners (EPD) 0.2 $1.9M 74k 26.35
 View chart
Ishares Tr Ibonds Dec 27 (IBMP) 0.2 $1.9M NEW 76k 25.41
 View chart
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $1.9M +77% 47k 40.21
 View chart
Vertiv Holdings Com Cl A (VRT) 0.2 $1.8M 38k 48.03
 View chart
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $1.8M NEW 12k 147.14
 View chart
Advanced Micro Devices (AMD) 0.2 $1.8M +308% 12k 147.41
 View chart
South State Corporation (SSB) 0.2 $1.8M 21k 84.45
 View chart
American Intl Group Com New (AIG) 0.2 $1.8M 26k 67.75
 View chart
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $1.7M -6% 7.4k 232.64
 View chart
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.2 $1.7M 41k 42.18
 View chart
Catalyst Pharmaceutical Partners (CPRX) 0.2 $1.7M 100k 16.81
 View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.2 $1.7M NEW 33k 50.03
 View chart
Verizon Communications (VZ) 0.2 $1.6M 44k 37.70
 View chart
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $1.6M 3.00 542625.00
 View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $1.6M 3.2k 507.38
 View chart
Schlumberger Com Stk (SLB) 0.1 $1.6M +107% 30k 52.04
 View chart
Flex Ord (FLEX) 0.1 $1.5M NEW 51k 30.46
 View chart
Nasdaq Omx (NDAQ) 0.1 $1.5M 27k 58.14
 View chart
Vanguard Index Fds Small Cp Etf (VB) 0.1 $1.5M +5% 7.1k 213.33
 View chart
Cisco Systems (CSCO) 0.1 $1.5M 29k 50.52
 View chart
Vanguard Index Fds Large Cap Etf (VV) 0.1 $1.4M -7% 6.4k 218.15
 View chart
Intel Corporation (INTC) 0.1 $1.4M -4% 28k 50.25
 View chart
BP Sponsored Adr (BP) 0.1 $1.4M 39k 35.40
 View chart
Ishares Tr Eafe Value Etf (EFV) 0.1 $1.4M NEW 26k 52.10
 View chart
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.1 $1.3M NEW 12k 108.26
 View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $1.3M +5% 22k 57.96
 View chart
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Dvlp (PIZ) 0.1 $1.3M -46% 39k 31.76
 View chart
Tcw Transform Etf Trust Transform System (NETZ) 0.1 $1.2M NEW 22k 56.74
 View chart
Discover Financial Services (DFS) 0.1 $1.2M +9% 11k 112.40
 View chart
Goldman Sachs (GS) 0.1 $1.2M 3.2k 385.81
 View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $1.2M -8% 49k 24.79
 View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.1 $1.2M NEW 23k 51.67
 View chart
Adobe Systems Incorporated (ADBE) 0.1 $1.2M -2% 2.0k 596.60
 View chart
Box Cl A (BOX) 0.1 $1.1M -13% 45k 25.61
 View chart
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $1.1M -46% 15k 77.39
 View chart
Ishares Tr S&p 100 Etf (OEF) 0.1 $1.1M NEW 4.7k 223.39
 View chart
Tekla Healthcare Invs Sh Ben Int (HQH) 0.1 $1.1M 64k 16.57
 View chart
Ishares Tr Core Msci Eafe (IEFA) 0.1 $1.1M +20% 15k 70.35
 View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $1.0M +30% 2.4k 436.72
 View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $1.0M -46% 4.2k 241.76
 View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $1.0M +300% 10k 98.88
 View chart
Shell Spon Ads (SHEL) 0.1 $968k 15k 65.80
 View chart
Caterpillar (CAT) 0.1 $954k 3.2k 295.67
 View chart
Select Sector Spdr Tr Technology (XLK) 0.1 $948k +2% 4.9k 192.49
 View chart
Cohen & Steers infrastucture Fund (UTF) 0.1 $935k 44k 21.24
 View chart
Colgate-Palmolive Company (CL) 0.1 $922k 12k 79.71
 View chart
Wal-Mart Stores (WMT) 0.1 $912k 5.8k 157.64
 View chart
Lowe's Companies (LOW) 0.1 $908k 4.1k 222.57
 View chart
Astrazeneca Sponsored Adr (AZN) 0.1 $901k 13k 67.35
 View chart
Norfolk Southern (NSC) 0.1 $896k +6% 3.8k 236.38
 View chart
Ishares Tr Msci Eafe Etf (EFA) 0.1 $894k -6% 12k 75.35
 View chart
Boeing Company (BA) 0.1 $878k 3.4k 260.68
 View chart
Invesco Exchange Traded Fd T Dwa Momentum (PDP) 0.1 $876k -94% 10k 85.49
 View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $853k -94% 14k 62.66
 View chart
3M Company (MMM) 0.1 $847k 7.7k 109.32
 View chart
Brown & Brown (BRO) 0.1 $841k 12k 71.11
 View chart
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $822k +47% 36k 23.04
 View chart
Ishares Tr U.s. Tech Etf (IYW) 0.1 $812k NEW 6.6k 122.75
 View chart
CF Industries Holdings (CF) 0.1 $808k 10k 79.50
 View chart
Medtronic SHS (MDT) 0.1 $806k -11% 9.8k 82.38
 View chart
Lauder Estee Cos Cl A (EL) 0.1 $800k -19% 5.5k 146.25
 View chart
First Tr Sml Cp Core Alpha F Com Shs (FYX) 0.1 $798k +8% 8.7k 91.56
 View chart
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $796k 15k 54.98
 View chart
Ishares Tr Core Div Grwth (DGRO) 0.1 $786k +87% 15k 53.82
 View chart
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $776k +177% 4.9k 156.89
 View chart
Toronto Dominion Bk Ont Com New (TD) 0.1 $776k 12k 64.62
 View chart
Amgen (AMGN) 0.1 $769k -2% 2.7k 288.07
 View chart
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $759k 4.6k 165.24
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $754k +10% 2.1k 356.66
 View chart
Casey's General Stores (CASY) 0.1 $751k 2.7k 274.76
 View chart
Regeneron Pharmaceuticals (REGN) 0.1 $737k 839.00 878.29
 View chart
Advent Claymore Convertible Sec & Inc (AVK) 0.1 $722k 63k 11.38
 View chart
Ishares Tr Core Msci Total (IXUS) 0.1 $715k NEW 11k 64.93
 View chart
Alphatec Hldgs Com New (ATEC) 0.1 $708k 47k 15.11
 View chart
First Trust Lrgcp Gwt Alphad Com Shs (FTC) 0.1 $699k -3% 6.4k 109.56
 View chart
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $695k NEW 7.2k 96.85
 View chart
Nuveen Nasdaq 100 Dynamic Ov Com Shs (QQQX) 0.1 $680k 29k 23.15
 View chart
Walt Disney Company (DIS) 0.1 $679k -12% 7.5k 90.29
 View chart
Trimtabs Etf Tr Fcf Intl Qlty Et (TTAI) 0.1 $630k NEW 22k 29.14
 View chart
Cadence Design Systems (CDNS) 0.1 $619k -11% 2.3k 272.37
 View chart
Equifax (EFX) 0.1 $618k 2.5k 247.29
 View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 0.1 $617k 27k 22.77
 View chart
Fair Isaac Corporation (FICO) 0.1 $613k 527.00 1164.01
 View chart
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $608k +62% 5.5k 110.67
 View chart
Novartis Sponsored Adr (NVS) 0.1 $603k 6.0k 100.97
 View chart
Bank of America Corporation (BAC) 0.1 $599k -8% 18k 33.67
 View chart
Ishares Msci Mexico Etf (EWW) 0.1 $587k -79% 8.6k 67.85
 View chart
Ishares Msci Emrg Chn (EMXC) 0.1 $580k NEW 11k 55.41
 View chart
Proshares Tr Bitcoin Strate (BITO) 0.1 $574k NEW 28k 20.49
 View chart
Raymond James Financial (RJF) 0.1 $568k 5.1k 111.50
 View chart
Ishares Tr India 50 Etf (INDY) 0.1 $565k -80% 12k 49.25
 View chart
At&t (T) 0.1 $560k 33k 16.78
 View chart
Kimberly-Clark Corporation (KMB) 0.1 $557k +3% 4.6k 121.51
 View chart
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $556k +23% 11k 52.00
 View chart
Block Cl A (SQ) 0.1 $554k +31% 7.2k 77.35
 View chart
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $551k 11k 51.27
 View chart
Dollar General (DG) 0.1 $550k -50% 4.0k 135.94
 View chart
Ishares Core Msci Emkt (IEMG) 0.1 $548k -37% 11k 50.58
 View chart
Netflix (NFLX) 0.1 $547k +12% 1.1k 486.88
 View chart
GSK Sponsored Adr (GSK) 0.1 $547k 15k 37.06
 View chart
First Tr Exch Trd Alphdx Switzlnd Alpha (FSZ) 0.1 $546k -80% 8.4k 65.04
 View chart
Ishares Msci Netherl Etf (EWN) 0.1 $545k -79% 12k 44.63
 View chart
Invesco Db Commdy Indx Trck Unit (DBC) 0.0 $539k 25k 22.04
 View chart
Marriott Intl Cl A (MAR) 0.0 $536k 2.4k 225.51
 View chart
Ishares Tr Russell 2000 Etf (IWM) 0.0 $534k 2.7k 200.71
 View chart
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT) 0.0 $533k 10k 52.51
 View chart
Humana (HUM) 0.0 $527k 1.2k 457.81
 View chart
MetLife (MET) 0.0 $509k -8% 7.7k 66.13
 View chart
Lyondellbasell Industries N Shs - A (LYB) 0.0 $491k 5.2k 95.08
 View chart
Ishares Tr Mbs Etf (MBB) 0.0 $479k NEW 5.1k 94.08
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $475k 1.2k 409.61
 View chart
Ishares Tr TRS FLT RT BD (TFLO) 0.0 $473k NEW 9.4k 50.47
 View chart
First Tr Lrge Cp Core Alpha Com Shs (FEX) 0.0 $465k 5.2k 90.16
 View chart
Etf Ser Solutions Aptus Enhanced (JUCY) 0.0 $465k NEW 20k 23.66
 View chart
Ishares Tr Mus Mid Cap Etf (IWR) 0.0 $461k +45% 5.9k 77.73
 View chart
Ishares Tr Pfd And Incm Sec (PFF) 0.0 $452k -4% 15k 31.19
 View chart
Southern Company (SO) 0.0 $442k +8% 6.3k 70.12
 View chart
Bristol Myers Squibb (BMY) 0.0 $441k 8.6k 51.31
 View chart
Waste Management (WM) 0.0 $439k +3% 2.4k 179.10
 View chart
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $435k -7% 5.2k 84.34
 View chart
Roku Com Cl A (ROKU) 0.0 $431k +4% 4.7k 91.66
 View chart
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $427k +2% 3.9k 108.24
 View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 0.0 $427k 8.3k 51.55
 View chart
Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $417k NEW 4.7k 89.06
 View chart
Ishares Tr Global Energ Etf (IXC) 0.0 $410k NEW 11k 39.11
 View chart
Expedia Group Com New (EXPE) 0.0 $410k 2.7k 151.76
 View chart
Cme (CME) 0.0 $404k 1.9k 210.60
 View chart
EastGroup Properties (EGP) 0.0 $401k 2.2k 183.57
 View chart
Northern Ltd Fd Tr Iv Inspire Corp Bd (IBD) 0.0 $400k 17k 23.59
 View chart
Northrop Grumman Corporation (NOC) 0.0 $397k 848.00 468.14
 View chart
Wells Fargo & Company (WFC) 0.0 $394k 8.0k 49.22
 View chart
Ishares Tr National Mun Etf (MUB) 0.0 $390k NEW 3.6k 108.41
 View chart
Vaneck Etf Trust Semiconductr (SMH) 0.0 $389k 2.2k 174.87
 View chart
ConocoPhillips (COP) 0.0 $386k +3% 3.3k 116.07
 View chart
Qualcomm (QCOM) 0.0 $386k 2.7k 144.60
 View chart
Twilio Cl A (TWLO) 0.0 $386k +7% 5.1k 75.87
 View chart
Pioneer Natural Resources (PXD) 0.0 $382k 1.7k 224.86
 View chart
Novo-nordisk A S Adr (NVO) 0.0 $381k 3.7k 103.45
 View chart
Omni (OMC) 0.0 $380k 4.4k 86.51
 View chart
Altria (MO) 0.0 $377k -81% 9.3k 40.34
 View chart
Target Corporation (TGT) 0.0 $376k +3% 2.6k 142.44
 View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.0 $361k -8% 6.7k 53.84
 View chart
Select Sector Spdr Tr Energy (XLE) 0.0 $361k +5% 4.3k 83.83
 View chart
Comcast Corp Cl A (CMCSA) 0.0 $359k -5% 8.2k 43.85
 View chart
Emerson Electric (EMR) 0.0 $356k 3.7k 97.33
 View chart
Kroger (KR) 0.0 $355k 7.8k 45.71
 View chart
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $350k 3.1k 111.63
 View chart
CSX Corporation (CSX) 0.0 $340k 9.8k 34.67
 View chart
Lululemon Athletica (LULU) 0.0 $339k NEW 662.00 511.29
 View chart
First Tr Exchange Traded Tech Alphadex (FXL) 0.0 $338k 2.6k 128.07
 View chart
Air Products & Chemicals (APD) 0.0 $334k 1.2k 273.80
 View chart
Dell Technologies CL C (DELL) 0.0 $332k 4.3k 76.50
 View chart
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.0 $329k 1.9k 175.22
 View chart
Crispr Therapeutics Namen Akt (CRSP) 0.0 $328k NEW 5.2k 62.60
 View chart
Ishares Tr Msci Poland Etf (EPOL) 0.0 $328k NEW 15k 22.65
 View chart
Zoom Video Communications In Cl A (ZM) 0.0 $326k +6% 4.5k 71.91
 View chart
British Amern Tob Sponsored Adr (BTI) 0.0 $326k -11% 11k 29.29
 View chart
Paychex (PAYX) 0.0 $326k 2.7k 119.13
 View chart
Duke Energy Corp Com New (DUK) 0.0 $324k 3.3k 97.03
 View chart
Stryker Corporation (SYK) 0.0 $323k +4% 1.1k 299.46
 View chart
Mondelez Intl Cl A (MDLZ) 0.0 $321k 4.4k 72.43
 View chart
Canadian Pacific Kansas City (CP) 0.0 $318k -9% 4.0k 79.07
 View chart
Ishares Tr Usd Inv Grde Etf (USIG) 0.0 $317k NEW 6.2k 51.26
 View chart
General Electric Com New (GE) 0.0 $315k -9% 2.5k 127.63
 View chart
Archer Daniels Midland Company (ADM) 0.0 $314k 226k 1.39
 View chart
Calamos Strategic Total Retu Com Sh Ben Int (CSQ) 0.0 $310k 21k 14.87
 View chart
Ishares Tr Core Total Usd (IUSB) 0.0 $309k -82% 6.7k 46.07
 View chart
Nxp Semiconductors N V (NXPI) 0.0 $305k 1.3k 229.68
 View chart
CVS Caremark Corporation (CVS) 0.0 $305k 3.9k 78.96
 View chart
Henry Schein (HSIC) 0.0 $305k 4.0k 75.71
 View chart
General Mills (GIS) 0.0 $301k 4.6k 65.14
 View chart
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.0 $289k -6% 5.8k 49.92
 View chart
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) 0.0 $285k 8.2k 34.90
 View chart
Global X Fds Global X Silver (SIL) 0.0 $284k 10k 28.37
 View chart
Interpublic Group of Companies (IPG) 0.0 $267k -92% 8.2k 32.64
 View chart
Ishares Tr Cybersecurity (IHAK) 0.0 $263k -8% 5.8k 45.43
 View chart
Moody's Corporation (MCO) 0.0 $262k 671.00 390.36
 View chart
Northern Trust Corporation (NTRS) 0.0 $256k 3.0k 84.38
 View chart
Realty Income (O) 0.0 $254k -48% 4.4k 57.43
 View chart
Crown Castle Intl (CCI) 0.0 $253k 2.2k 115.19
 View chart
Intellia Therapeutics (NTLA) 0.0 $251k +13% 8.2k 30.49
 View chart
Bank of New York Mellon Corporation (BK) 0.0 $250k NEW 4.8k 52.05
 View chart
Builders FirstSource (BLDR) 0.0 $249k NEW 1.5k 166.94
 View chart
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $248k 1.5k 170.39
 View chart
First Tr Exchange-traded Emerging Mkts (RNEM) 0.0 $247k 4.8k 51.63
 View chart
W.W. Grainger (GWW) 0.0 $243k -2% 293.00 829.14
 View chart
SYSCO Corporation (SYY) 0.0 $242k +2% 3.3k 73.13
 View chart
United Sts Commodity Index F Cm Rep Copp Fd (CPER) 0.0 $241k 10k 24.14
 View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.0 $237k -11% 4.1k 58.33
 View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.0 $236k 1.1k 216.85
 View chart
IDEXX Laboratories (IDXX) 0.0 $233k -20% 420.00 555.05
 View chart
Otis Worldwide Corp (OTIS) 0.0 $230k 2.6k 89.47
 View chart
AFLAC Incorporated (AFL) 0.0 $229k 2.8k 82.50
 View chart
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM) 0.0 $229k 10k 22.13
 View chart
Ishares Tr Cr 5 10 Yr Etf (IMTB) 0.0 $228k 5.3k 43.49
 View chart
Dow (DOW) 0.0 $227k -94% 4.1k 54.84
 View chart
Ford Motor Company (F) 0.0 $227k -94% 19k 12.19
 View chart
Ishares Msci Chile Etf (ECH) 0.0 $226k -90% 8.0k 28.21
 View chart
Celsius Hldgs Com New (CELH) 0.0 $224k -50% 4.1k 54.52
 View chart
Kraft Heinz (KHC) 0.0 $221k -14% 6.0k 36.98
 View chart
Ansys (ANSS) 0.0 $221k NEW 610.00 362.88
 View chart
First Tr Exchange Traded Hlth Care Alph (FXH) 0.0 $221k 2.1k 103.55
 View chart
Ubs Group SHS (UBS) 0.0 $221k -14% 7.2k 30.90
 View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $218k NEW 1.4k 157.85
 View chart
Ingersoll Rand (IR) 0.0 $216k NEW 2.8k 77.34
 View chart
Vaneck Etf Trust Biotech Etf (BBH) 0.0 $215k 1.3k 165.31
 View chart
Marvell Technology (MRVL) 0.0 $214k -25% 3.6k 60.31
 View chart
Citigroup Com New (C) 0.0 $214k NEW 4.2k 51.44
 View chart
First Tr Exchange Traded Energy Alphadx (FXN) 0.0 $212k 13k 16.69
 View chart
Targa Res Corp (TRGP) 0.0 $210k 2.4k 86.87
 View chart
Voya Infrastructure Industrial & Materia (IDE) 0.0 $210k 21k 10.18
 View chart
Valmont Industries (VMI) 0.0 $205k 877.00 233.51
 View chart
Global X Fds Us Pfd Etf (PFFD) 0.0 $204k NEW 11k 19.40
 View chart
PNC Financial Services (PNC) 0.0 $202k NEW 1.3k 154.80
 View chart
Campbell Soup Company (CPB) 0.0 $201k -18% 4.6k 43.23
 View chart
Theratechnologies Com New (THTX) 0.0 $169k 104k 1.62
 View chart
Nuveen Div. Advantage Muni. Fund (NAD) 0.0 $137k -67% 12k 11.45
 View chart
Eaton Vance Tax-Managed Global Buy-Write (ETW) 0.0 $132k 17k 7.77
 View chart
Cohen & Steers Total Return Real (RFI) 0.0 $118k 10k 11.75
 View chart
Sirius Xm Holdings (SIRI) 0.0 $99k 18k 5.47
 View chart
Invesco Van Kampen Senior Income Trust (VVR) 0.0 $86k 21k 4.10
 View chart
Ginkgo Bioworks Holdings Cl A Shs (DNA) 0.0 $79k NEW 47k 1.69
 View chart
Lilium N V Class A Ord Shs (LILM) 0.0 $12k 10k 1.18
 View chart

Past Filings by Cyndeo Wealth Partners

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