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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 14.60% of Cyndeo Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: AVEM (+$23M), VEA (+$22M), PAYX (+$9.8M), PWRL (+$9.6M), BAH (+$9.4M), KMB (+$8.8M), SPCX (+$7.4M), TSM (+$5.0M), PNC, PSLV.
Started 76 new stock positions in WDAY, DRS, PLMR, HALO, SHO, TABD, RYN, SPYI, AVY, AVEM.
Reduced shares in these 10 stocks: MSFT (-$17M), Oneok (-$11M), AVGO (-$9.6M), T (-$8.9M), GIS (-$7.5M), AMZN (-$7.2M), ABT (-$6.8M), Dimensional Etf Trust (-$5.8M), TJX, JPM.
Sold out of its positions in AMT, ARI, APP, ADM, BRSP, CSL, CPRX, Dimensional Etf Trust, Dimensional Etf Trust, DEA.
Cyndeo Wealth Partners was a net buyer of stock by $67M.
Cyndeo Wealth Partners has $2.2B in assets under management (AUM), dropping by 4.07%.
Central Index Key (CIK): 0001950947

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Portfolio Holdings for Cyndeo Wealth Partners

Cyndeo Wealth Partners holds 562 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Cyndeo Wealth Partners has 562 total positions. Only the first 250 positions are shown.

Sign up to view all of the Cyndeo Wealth Partners Sept. 30, 2026 positions
Download the Cyndeo Wealth Partners September 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Microsoft Corporation (MSFT)	3.7	$82M	-17%	159k	512.90	View chart
Apple (AAPL)	3.4	$75M	-2%	226k	333.02	View chart
NVIDIA Corporation (NVDA)	3.3	$73M		318k	228.38	View chart
Broadcom (AVGO)	2.3	$50M	-16%	143k	351.19	View chart
Amazon (AMZN)	1.9	$43M	-14%	171k	249.15	View chart
Abbvie (ABBV)	1.7	$37M	+2%	141k	261.59	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.6	$36M	+10%	104k	344.08	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	1.5	$33M	+17%	73k	456.19	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	1.5	$33M	-7%	1.1M	30.59	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.4	$32M	+11%	738k	43.30	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	1.3	$29M		103k	284.49	View chart
First Tr Exchange-traded Core Investment (FTCB)	1.2	$27M	+9%	1.4M	19.74	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.1	$25M	+801%	347k	70.61	View chart
Meta Platforms Cl A (META)	1.1	$24M		33k	725.17	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.0	$23M	NEW	242k	94.02	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	1.0	$23M	-9%	138k	162.75	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	1.0	$22M	+6%	500k	44.57	View chart
First Tr Exchng Traded Fd Vi Smit Unco Bd Etf (UCON)	1.0	$22M	+7%	934k	23.75	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	1.0	$22M	+5%	443k	49.93	View chart
Principal Exchange Traded Active High Yl (YLD)	1.0	$22M	+6%	1.2M	18.45	View chart
JPMorgan Chase & Co. (JPM)	1.0	$22M	-14%	66k	330.83	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	1.0	$22M	+8%	433k	50.35	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.9	$21M	+13%	660k	31.27	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.9	$20M	+2%	27k	765.85	View chart
Ark 21shares Bitcoin Etf Shs Ben Int (ARKB)	0.9	$20M	+11%	714k	27.69	View chart
Ishares Gold Tr Ishares New (IAU)	0.9	$19M		248k	78.10	View chart
Johnson & Johnson (JNJ)	0.9	$19M	-7%	73k	264.74	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.9	$19M	-9%	212k	90.11	View chart
Eli Lilly & Co. (LLY)	0.8	$18M	-12%	16k	1157.07	View chart
Palantir Technologies Cl A (PLTR)	0.8	$17M	+11%	91k	187.05	View chart
Oracle Corporation (ORCL)	0.8	$17M	+4%	123k	137.30	View chart
Analog Devices (ADI)	0.8	$17M	+8%	42k	396.71	View chart
Pfizer (PFE)	0.7	$16M		545k	28.52	View chart
Cisco Systems (CSCO)	0.7	$15M		142k	107.63	View chart
Sprott Asset Management Physical Silver (PSLV)	0.7	$15M	+35%	783k	19.37	View chart
Merck & Co (MRK)	0.7	$15M	-4%	104k	145.31	View chart
Global X Fds Global X Uranium (URA)	0.7	$15M	+25%	377k	39.85	View chart
Chevron Corporation (CVX)	0.7	$15M	+3%	72k	204.21	View chart
Texas Instruments Incorporated (TXN)	0.7	$15M	+12%	52k	280.09	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.7	$14M	-9%	19k	762.62	View chart
Palo Alto Networks (PANW)	0.6	$13M	+14%	34k	397.31	View chart
Pimco Dynamic Income SHS (PDI)	0.6	$13M	+2%	949k	14.03	View chart
Altria (MO)	0.6	$13M	-2%	195k	67.34	View chart
Union Pacific Corporation (UNP)	0.6	$13M	+25%	48k	272.13	View chart
Linde SHS (LIN)	0.6	$13M	-6%	27k	474.65	View chart
Raytheon Technologies Corp (RTX)	0.6	$13M	+13%	70k	185.65	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.6	$13M		34k	374.24	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$13M	+2%	37k	340.74	View chart
Nuveen Floating Rate Income Fund (JFR)	0.6	$13M	-15%	1.7M	7.44	View chart
Home Depot (HD)	0.6	$13M	-5%	44k	284.49	View chart
Powerlaw Corp (PWRL)	0.6	$12M	+343%	1.1M	10.93	View chart
Verizon Communications (VZ)	0.6	$12M	+2%	269k	45.87	View chart
Blackrock Multi-sector Incom other (BIT)	0.5	$11M	+8%	993k	11.24	View chart
Eaton Corp SHS (ETN)	0.5	$11M	-4%	26k	429.70	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.5	$11M	-3%	51k	216.08	View chart
TJX Companies (TJX)	0.5	$11M	-28%	82k	132.31	View chart
Visa Com Cl A (V)	0.5	$11M	-8%	30k	359.33	View chart
Bristol Myers Squibb (BMY)	0.5	$11M	-8%	171k	62.40	View chart
Chubb (CB)	0.5	$11M	-12%	32k	325.25	View chart
UGI Corporation (UGI)	0.5	$10M	+13%	293k	35.67	View chart
Smucker J M Com New (SJM)	0.5	$10M	-8%	87k	118.91	View chart
Morgan Stanley Com New (MS)	0.5	$10M	-22%	55k	188.08	View chart
MetLife (MET)	0.5	$10M	-21%	109k	94.16	View chart
Paychex (PAYX)	0.5	$10M	+2492%	104k	98.50	View chart
American Electric Power Company (AEP)	0.5	$10M		86k	118.64	View chart
Kinder Morgan (KMI)	0.5	$10M		334k	30.15	View chart
Duke Energy Corp Com New (DUK)	0.5	$10M		88k	114.01	View chart
Coca-Cola Company (KO)	0.4	$9.9M	-5%	115k	86.08	View chart
Prologis (PLD)	0.4	$9.9M	+12%	76k	129.84	View chart
Blackrock (BLK)	0.4	$9.7M	+2%	9.2k	1058.31	View chart
Pimco Etf Tr 25yr+ Zero U S (ZROZ)	0.4	$9.6M	+14%	177k	53.92	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$9.5M		76k	125.26	View chart
Kraft Heinz (KHC)	0.4	$9.4M	-2%	413k	22.72	View chart
Booz Allen Hamilton Hldg Cor Cl A (BAH)	0.4	$9.4M	NEW	135k	69.42	View chart
Nextera Energy (NEE)	0.4	$9.3M	-9%	123k	75.74	View chart
Abbott Laboratories (ABT)	0.4	$9.3M	-42%	94k	98.83	View chart
Kimberly-Clark Corporation (KMB)	0.4	$9.2M	+1989%	95k	97.43	View chart
Trane Technologies SHS (TT)	0.4	$9.2M	+38%	20k	451.98	View chart
Tesla Motors (TSLA)	0.4	$9.2M	+3%	26k	354.81	View chart
DTE Energy Company (DTE)	0.4	$9.0M		74k	121.80	View chart
Realty Income (O)	0.4	$8.9M	+4%	165k	54.30	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.4	$8.7M	+548%	58k	150.86	View chart
McDonald's Corporation (MCD)	0.4	$8.7M	+9%	38k	230.94	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.4	$8.5M	+11%	122k	69.26	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.4	$8.4M	-6%	13k	656.71	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.4	$8.1M	+8%	101k	79.72	View chart
American Express Company (AXP)	0.4	$7.8M	-16%	26k	304.10	View chart
PNC Financial Services (PNC)	0.3	$7.7M	+155%	35k	222.26	View chart
Clorox Company (CLX)	0.3	$7.6M	+8%	94k	81.01	View chart
Caterpillar (CAT)	0.3	$7.3M	-12%	9.0k	810.78	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.3	$7.2M	+9%	115k	63.21	View chart
Automatic Data Processing (ADP)	0.3	$7.2M	+19%	28k	258.06	View chart
Vaneck Etf Trust Long Muni Etf (MLN)	0.3	$7.2M		440k	16.32	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.3	$6.9M	+49%	314k	21.87	View chart
Mastercard Incorporated Cl A (MA)	0.3	$6.6M		12k	551.47	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.3	$6.4M	+13%	127k	50.79	View chart
Arista Networks Com Shs (ANET)	0.3	$6.3M	+14%	31k	203.59	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$6.0M	+6%	8.0k	739.79	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.3	$5.7M		110k	51.87	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.2	$5.3M	-20%	58k	91.64	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.2	$5.3M	-4%	111k	48.03	View chart
Ishares Tr Ibonds Dec 27 (IBMP)	0.2	$5.3M	+2%	210k	25.24	View chart
Ishares Tr Ibonds Dec 26 (IBMO)	0.2	$5.3M	+2%	206k	25.64	View chart
S&p Global (SPGI)	0.2	$5.1M	+36%	13k	394.46	View chart
Amphenol Corp Cl A (APH)	0.2	$5.1M	+70%	61k	84.30	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.2	$5.0M		17k	294.91	View chart
Blackrock Etf Trust Ii Isha Tota Re Etf (BRTR)	0.2	$4.9M		102k	47.84	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.2	$4.9M		131k	37.02	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$4.8M	-3%	73k	66.76	View chart
Ab Active Etfs Emer Mkts Op Etf (EMOP)	0.2	$4.8M	+7%	95k	50.94	View chart
Abacus Fcf Etf Tr Leaders Etf (ABFL)	0.2	$4.8M	+5%	60k	80.34	View chart
Ishares Tr Ibonds Dec 2029 (IBMR)	0.2	$4.8M	+10%	194k	24.73	View chart
Ishares Tr Ibonds Dec 28 (IBMQ)	0.2	$4.7M	+4%	188k	25.14	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$4.7M		12k	380.85	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$4.7M	+8%	11k	416.14	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.2	$4.5M	+7%	96k	47.19	View chart
Applied Materials (AMAT)	0.2	$4.5M	-33%	8.8k	511.40	View chart
Williams Companies (WMB)	0.2	$4.3M		64k	67.97	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$4.3M	+6%	54k	79.14	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.2	$4.2M	+2%	94k	44.85	View chart
Tcw Etf Trust Trans Syste Etf (PWRD)	0.2	$4.2M	+6%	40k	105.19	View chart
Illinois Tool Works (ITW)	0.2	$4.1M	+384%	16k	257.28	View chart
Netflix (NFLX)	0.2	$4.1M	+16%	59k	69.58	View chart
Capital Group Intl Focus Eqt Shs Creat Unit (CGXU)	0.2	$4.0M		117k	34.29	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	0.2	$4.0M	-11%	100k	40.17	View chart
Cummins (CMI)	0.2	$3.9M	+621%	7.5k	516.54	View chart
Parker-Hannifin Corporation (PH)	0.2	$3.7M	-12%	3.9k	955.40	View chart
Intercontinental Exchange (ICE)	0.2	$3.7M	+72%	24k	152.03	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$3.7M		39k	94.99	View chart
O'reilly Automotive (ORLY)	0.2	$3.6M	+34%	43k	85.41	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$3.6M	+7%	33k	112.09	View chart
Travelers Companies (TRV)	0.2	$3.6M	-17%	10k	356.50	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.2	$3.6M		41k	87.80	View chart
Lockheed Martin Corporation (LMT)	0.2	$3.5M	+2%	6.8k	509.23	View chart
Eaton Vance Limited Duration Income Fund (EVV)	0.2	$3.5M	+4%	410k	8.45	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$3.5M	+6%	4.9k	700.84	View chart
Hartford Financial Services (HIG)	0.2	$3.4M	-6%	28k	122.36	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.2	$3.4M	-52%	3.7k	922.28	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$3.3M		34k	96.88	View chart
Procter & Gamble Company (PG)	0.1	$3.3M		23k	145.28	View chart
Marsh & McLennan Companies (MRSH)	0.1	$3.3M	-37%	19k	170.73	View chart
International Business Machines (IBM)	0.1	$3.2M	+11%	15k	219.93	View chart
Micron Technology (MU)	0.1	$3.2M	+8%	3.0k	1065.25	View chart
Costco Wholesale Corporation (COST)	0.1	$3.2M	-2%	3.5k	910.40	View chart
Etf Ser Solutions Aptus Collrd Inv (ACIO)	0.1	$3.2M	+4%	68k	46.92	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.1	$3.2M	+10%	60k	52.86	View chart
Intuitive Surgical Com New (ISRG)	0.1	$3.1M	-7%	7.7k	406.65	View chart
Etf Ser Solutions Aptus Defined (DRSK)	0.1	$3.1M	+10%	115k	27.17	View chart
Iron Mountain (IRM)	0.1	$3.1M		28k	110.95	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$3.1M	-10%	27k	113.44	View chart
Fidelity Covington Trust Enh Mid Cor Etf (FMDE)	0.1	$3.0M	+233%	76k	40.38	View chart
General Dynamics Corporation (GD)	0.1	$3.0M	+744%	9.1k	331.82	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$3.0M		12k	247.94	View chart
Totalenergies Se Act (TTE)	0.1	$3.0M		35k	85.50	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$3.0M		4.00	747005.00	View chart
Republic Services (RSG)	0.1	$3.0M	+15%	14k	209.88	View chart
Wal-Mart Stores (WMT)	0.1	$2.9M	-53%	28k	103.92	View chart
Goldman Sachs (GS)	0.1	$2.8M		3.1k	900.49	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.1	$2.8M	-13%	28k	97.44	View chart
Strategy Cl A New (MSTR)	0.1	$2.7M	+533%	18k	153.09	View chart
Boston Scientific Corporation (BSX)	0.1	$2.7M	+4%	62k	43.65	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$2.7M	+16%	29k	92.17	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.1	$2.7M	-15%	23k	117.23	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$2.7M		16k	166.28	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$2.6M	-2%	44k	59.31	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.1	$2.6M	NEW	42k	63.04	View chart
Cohen & Steers Quality Income Realty (RQI)	0.1	$2.6M		241k	10.90	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$2.6M	+37%	22k	117.77	View chart
Stryker Corporation (SYK)	0.1	$2.6M	-13%	9.3k	275.40	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$2.5M	+10%	42k	60.73	View chart
TransDigm Group Incorporated (TDG)	0.1	$2.5M		2.3k	1082.57	View chart
Fortinet (FTNT)	0.1	$2.5M	+548%	14k	178.76	View chart
Johnson Controls Internation SHS (JCI)	0.1	$2.5M	+426%	17k	148.65	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$2.5M	+20%	116k	21.17	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.1	$2.5M	+639%	52k	47.43	View chart
Nebius Group Shs Class A (NBIS)	0.1	$2.4M	+1180%	10k	235.87	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.1	$2.4M	+30%	55k	44.09	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$2.4M	-2%	28k	84.96	View chart
Capital Group International SHS (CGIC)	0.1	$2.4M	+103%	66k	35.98	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$2.4M	+7%	1.3k	1811.39	View chart
Corning Incorporated (GLW)	0.1	$2.4M		16k	153.76	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.1	$2.2M	+6%	26k	83.56	View chart
Southstate Bk Corp (SSB)	0.1	$2.2M		22k	99.56	View chart
Progressive Corporation (PGR)	0.1	$2.2M	-19%	11k	207.31	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.1	$2.2M	+12%	27k	82.16	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$2.2M	+62%	22k	101.10	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$2.2M		27k	81.16	View chart
BP Sponsored Adr (BP)	0.1	$2.2M		49k	43.99	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$2.1M	-7%	33k	64.59	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$2.1M		11k	195.76	View chart
Bank of America Corporation (BAC)	0.1	$2.1M	+12%	38k	54.43	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	0.1	$2.1M	+16%	27k	78.42	View chart
First Tr Exchange-traded Tech Alphadex (FXL)	0.1	$2.0M	+250%	9.3k	221.00	View chart
United Parcel Svcs CL B (UPS)	0.1	$2.0M		22k	93.44	View chart
First Tr Exchange-traded SHS (QTEC)	0.1	$2.0M	-14%	6.1k	329.70	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$2.0M	-2%	3.5k	568.62	View chart
Advanced Micro Devices (AMD)	0.1	$2.0M	-2%	3.2k	611.80	View chart
Dell Technologies CL C (DELL)	0.1	$1.9M		3.6k	537.96	View chart
Sherwin-Williams Company (SHW)	0.1	$1.9M	+12%	6.0k	323.29	View chart
Workday Cl A (WDAY)	0.1	$1.9M	NEW	10k	190.46	View chart
Monster Beverage Corp (MNST)	0.1	$1.9M	NEW	46k	41.62	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$1.8M	+40%	24k	77.21	View chart
Pepsi (PEP)	0.1	$1.8M	+2%	14k	126.72	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$1.8M		6.6k	264.90	View chart
Advent Claymore Convertible Sec & Inc (AVK)	0.1	$1.8M		153k	11.46	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.1	$1.7M	+11%	65k	27.05	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$1.7M		26k	66.79	View chart
Intel Corporation (INTC)	0.1	$1.7M	-66%	14k	120.23	View chart
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO)	0.1	$1.7M	-4%	25k	69.17	View chart
Global X Fds Us Pfd Etf (PFFD)	0.1	$1.7M		98k	17.60	View chart
Marvell Technology (MRVL)	0.1	$1.7M		6.4k	264.21	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$1.7M		3.4k	497.95	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.1	$1.7M	-26%	6.2k	272.26	View chart
Toronto Dominion Bk Ont Com New (TD)	0.1	$1.7M		14k	117.53	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$1.6M		31k	52.50	View chart
Abacus Fcf Etf Tr Abacus Fcf Real (ABLD)	0.1	$1.6M	+20%	53k	30.54	View chart
Axon Enterprise (AXON)	0.1	$1.6M	NEW	3.8k	422.51	View chart
First Tr Exchange-traded A Com Shs (FYX)	0.1	$1.6M	+7%	12k	134.58	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$1.6M		22k	70.15	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$1.6M	+19%	28k	56.22	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$1.5M	+453%	33k	47.58	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.1	$1.5M	NEW	17k	89.76	View chart
First Tr Exchange Traded Nasdq Phrmtcls (FTXH)	0.1	$1.5M	NEW	37k	41.47	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$1.5M	-37%	16k	94.54	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$1.5M	-6%	2.5k	608.88	View chart
Wisdomtree Tr Us Value Fd (WTV)	0.1	$1.5M	+20%	15k	102.44	View chart
Blackrock Etf Trust Ii Ishar Inter Etf (INMU)	0.1	$1.5M	-28%	65k	22.89	View chart
Casey's General Stores (CASY)	0.1	$1.5M		2.4k	608.36	View chart
Ge Aerospace Com New (GE)	0.1	$1.5M	+3%	4.7k	312.32	View chart
Ishares Tr Ibonds Dec 2030 (IBMS)	0.1	$1.5M	+47%	59k	25.00	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$1.5M	+18%	14k	103.09	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$1.4M	+302%	5.3k	264.76	View chart
Vanguard Index Fds MRNGSTR SM CP GR (VBK)	0.1	$1.4M		4.1k	337.84	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$1.4M	+10%	6.6k	207.19	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$1.4M	-44%	29k	47.36	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$1.4M		13k	103.89	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$1.3M		3.5k	382.08	View chart
Shell Spon Ads (SHEL)	0.1	$1.3M	-3%	14k	95.05	View chart
2023 Etf Series Trust Transamerica Bd (TABD)	0.1	$1.3M	NEW	56k	23.80	View chart
Raymond James Financial (RJF)	0.1	$1.3M		8.4k	158.02	View chart
Vanguard World Mrngstr Mega Cap (MGK)	0.1	$1.3M		14k	92.65	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.1	$1.3M	-6%	55k	23.98	View chart
First Tr Exchange-traded Finls Alphadex (FXO)	0.1	$1.3M	-31%	22k	60.62	View chart
Harbor Etf Trust Comm All Wea Etf (HGER)	0.1	$1.3M	-9%	37k	35.26	View chart
Citizens Financial Services (CZFS)	0.1	$1.3M		16k	78.61	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.1	$1.3M	+19%	17k	76.69	View chart
Rockwell Automation (ROK)	0.1	$1.2M		2.8k	435.39	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$1.2M	NEW	49k	25.39	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$1.2M	+11%	16k	75.39	View chart
UnitedHealth (UNH)	0.1	$1.2M	+5%	3.3k	367.04	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 Q3 filed Oct. 16, 2026
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

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