Cyndeo Wealth Partners

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

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Portfolio Holdings for Cyndeo Wealth Partners

Cyndeo Wealth Partners holds 311 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 4.7 $40M 559k 71.84
Microsoft Corporation (MSFT) 2.9 $25M 103k 239.82
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 2.3 $20M 308k 63.90
Ishares Tr Core Us Aggbd Et (AGG) 2.0 $17M 173k 96.99
Apple (AAPL) 1.9 $16M 125k 129.93
Abbvie (ABBV) 1.9 $16M 100k 161.61
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 1.9 $16M 362k 43.92
Abbott Laboratories (ABT) 1.5 $13M 119k 109.79
Amazon (AMZN) 1.5 $13M 150k 84.00
UnitedHealth (UNH) 1.4 $12M 22k 530.18
Ishares Gold Tr Ishares New (IAU) 1.3 $11M 309k 34.59
Johnson & Johnson (JNJ) 1.2 $10M 56k 176.65
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 1.1 $9.7M 398k 24.49
Broadcom (AVGO) 1.1 $9.4M 17k 559.13

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Vanguard Index Fds Value Etf (VTV) 1.1 $9.2M 66k 140.37
Ishares Tr 3 7 Yr Treas Bd (IEI) 1.1 $9.1M 80k 114.89
Home Depot (HD) 1.0 $8.9M 28k 315.85
Raytheon Technologies Corp (RTX) 1.0 $8.7M 86k 100.92
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.0 $8.4M 169k 49.49
Vanguard Index Fds Growth Etf (VUG) 1.0 $8.4M 39k 213.11
Invesco Exchange Traded Fd T Dwa Momentum (PDP) 1.0 $8.2M 116k 71.05
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.9 $7.9M 170k 46.29
Ishares Tr Tips Bd Etf (TIP) 0.9 $7.6M 71k 106.44
First Tr Exchange-traded Nasdq Oil Gas (FTXN) 0.9 $7.6M 270k 27.96
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.9 $7.4M 76k 96.96
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.9 $7.3M 164k 44.59
First Tr Exchange Traded Energy Alphadx (FXN) 0.9 $7.2M 424k 17.09
First Tr Exchng Traded Fd Vi Tcw Uncontrai (UCON) 0.8 $7.0M 292k 24.11
JPMorgan Chase & Co. (JPM) 0.8 $7.0M 53k 134.10
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.8 $6.8M 175k 38.98
Sprott Physical Gold Tr Unit (PHYS) 0.8 $6.8M 483k 14.10
Coca-Cola Company (KO) 0.8 $6.7M 105k 63.61
Etf Ser Solutions Aam Lw Dur Pfd (PFLD) 0.8 $6.6M 320k 20.73
MetLife (MET) 0.8 $6.4M 89k 72.37
Texas Instruments Incorporated (TXN) 0.7 $6.4M 39k 165.22
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.7 $6.4M 156k 40.90
EOG Resources (EOG) 0.7 $6.3M 48k 129.52
Sprott Physical Silver Tr Tr Unit (PSLV) 0.7 $6.2M 753k 8.24
Alphabet Cap Stk Cl A (GOOGL) 0.7 $6.1M 70k 88.23
First Tr Exchange Traded Consumr Staple (FXG) 0.7 $6.1M 97k 62.77
Barclays Bank Etn Lkd 48 (COW) 0.7 $6.0M 150k 40.36
First Tr Exchange Traded Materials Alph (FXZ) 0.7 $6.0M 99k 60.59
First Tr Exchange Traded Indls Prod Dur (FXR) 0.7 $6.0M 116k 51.51
Visa Com Cl A (V) 0.7 $5.9M 29k 207.76
Barclays Bank Etn Lkd 48 (JJN) 0.7 $5.8M 147k 39.73
Bristol Myers Squibb (BMY) 0.7 $5.6M 78k 71.95
Procter & Gamble Company (PG) 0.7 $5.6M 37k 151.56
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $5.5M 29k 191.19
McDonald's Corporation (MCD) 0.6 $5.3M 20k 263.52
Accenture Plc Ireland Shs Class A (ACN) 0.6 $5.3M 20k 266.84
International Business Machines (IBM) 0.6 $5.2M 37k 140.89
First Tr Exchange-traded Developed Intl (RNDM) 0.6 $5.2M 114k 45.56
Linde SHS (LIN) 0.6 $5.2M 16k 326.18
Marsh & McLennan Companies (MMC) 0.6 $5.0M 31k 165.48
Nextera Energy (NEE) 0.6 $5.0M 60k 83.60
Marathon Petroleum Corp (MPC) 0.6 $4.9M 42k 116.39
O'reilly Automotive (ORLY) 0.6 $4.9M 5.8k 844.03
Cisco Systems (CSCO) 0.6 $4.9M 102k 47.64
United Parcel Service CL B (UPS) 0.6 $4.9M 28k 173.84
Ameriprise Financial (AMP) 0.6 $4.9M 16k 311.38
Vaneck Etf Trust Long Muni Etf (MLN) 0.5 $4.6M 265k 17.46
Philip Morris International (PM) 0.5 $4.5M 44k 101.21
Republic Services (RSG) 0.5 $4.4M 34k 128.99
Union Pacific Corporation (UNP) 0.5 $4.4M 21k 207.07
Principal Financial (PFG) 0.5 $4.3M 51k 83.92
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $4.3M 11k 382.42
Hewlett Packard Enterprise (HPE) 0.5 $4.2M 264k 15.96
Interpublic Group of Companies (IPG) 0.5 $4.2M 126k 33.31
Campbell Soup Company (CPB) 0.5 $4.2M 74k 56.75
Analog Devices (ADI) 0.5 $4.0M 24k 164.03
Ishares Tr Ibonds Dec 26 (IBMO) 0.5 $3.9M 155k 25.21
Ishares Tr Ibonds Dec 2023 (IBML) 0.5 $3.9M 153k 25.35
Ishares Tr Ibonds Dec 25 (IBMN) 0.5 $3.9M 147k 26.37
Williams Companies (WMB) 0.5 $3.9M 117k 32.90
Ishares Tr Ibonds Dec (IBMM) 0.4 $3.8M 149k 25.75
Danaher Corporation (DHR) 0.4 $3.8M 14k 265.42
Kraft Heinz (KHC) 0.4 $3.7M 92k 40.71
Rockwell Automation (ROK) 0.4 $3.6M 14k 257.58
Medtronic SHS (MDT) 0.4 $3.6M 46k 77.72
Coca-cola Europacific Partne SHS (CCEP) 0.4 $3.6M 65k 55.32
Kellogg Company (K) 0.4 $3.5M 50k 71.24
Entergy Corporation (ETR) 0.4 $3.5M 31k 112.50
Wp Carey (WPC) 0.4 $3.5M 44k 78.15
Lockheed Martin Corporation (LMT) 0.4 $3.5M 7.1k 486.52
Boston Scientific Corporation (BSX) 0.4 $3.4M 74k 46.27
Flowers Foods (FLO) 0.4 $3.3M 114k 28.74
Diageo Spon Adr New (DEO) 0.4 $3.3M 18k 178.19
Thermo Fisher Scientific (TMO) 0.4 $3.3M 5.9k 550.68
Phillips 66 (PSX) 0.4 $3.2M 30k 104.08
BlackRock (BLK) 0.4 $3.1M 4.4k 708.60
Oneok (OKE) 0.4 $3.1M 48k 65.70
Chevron Corporation (CVX) 0.4 $3.1M 17k 179.49
Eaton Vance Limited Duration Income Fund (EVV) 0.4 $3.0M 322k 9.39
Starbucks Corporation (SBUX) 0.4 $3.0M 30k 99.20
Macy's (M) 0.3 $3.0M 144k 20.65
Lazard Shs A (LAZ) 0.3 $3.0M 86k 34.67
Prudential Financial (PRU) 0.3 $2.9M 29k 99.46
Automatic Data Processing (ADP) 0.3 $2.9M 12k 238.85
Alphabet Cap Stk Cl C (GOOG) 0.3 $2.9M 32k 88.73
Dollar General (DG) 0.3 $2.8M 11k 246.25
Comcast Corp Cl A (CMCSA) 0.3 $2.8M 80k 34.97
Truist Financial Corp equities (TFC) 0.3 $2.8M 65k 43.03
Honeywell International (HON) 0.3 $2.8M 13k 214.30
Totalenergies Se Sponsored Adr (TTE) 0.3 $2.7M 44k 62.08
Tesla Motors (TSLA) 0.3 $2.7M 22k 123.18
Discover Financial Services (DFS) 0.3 $2.7M 27k 97.83
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.3 $2.6M 48k 55.12
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $2.6M 62k 41.97
Pfizer (PFE) 0.3 $2.6M 51k 51.24
American Tower Reit (AMT) 0.3 $2.6M 12k 211.86
Morgan Stanley Com New (MS) 0.3 $2.5M 30k 85.02
TJX Companies (TJX) 0.3 $2.5M 31k 79.60
Lowe's Companies (LOW) 0.3 $2.5M 12k 199.25
Costco Wholesale Corporation (COST) 0.3 $2.4M 5.2k 456.50
Ishares Msci Chile Etf (ECH) 0.3 $2.3M 85k 27.09
Ishares Msci Netherl Etf (EWN) 0.3 $2.3M 61k 37.24
McKesson Corporation (MCK) 0.3 $2.2M 6.0k 375.11
Ishares Msci Mexico Etf (EWW) 0.3 $2.2M 44k 49.45
D.R. Horton (DHI) 0.3 $2.2M 24k 89.14
First Tr Exch Trd Alphdx Switzlnd Alpha (FSZ) 0.3 $2.2M 40k 54.88
Box Cl A (BOX) 0.3 $2.1M 69k 31.13
Enterprise Products Partners (EPD) 0.2 $2.1M 88k 24.12
Pepsi (PEP) 0.2 $2.1M 12k 180.66
Ishares Tr India 50 Etf (INDY) 0.2 $2.1M 50k 42.31
Spdr Gold Tr Gold Shs (GLD) 0.2 $2.1M 12k 169.64
American Intl Group Com New (AIG) 0.2 $2.1M 33k 63.24
Vaneck Etf Trust Gold Miners Etf (GDX) 0.2 $1.9M 66k 28.66
Exxon Mobil Corporation (XOM) 0.2 $1.9M 17k 110.30
Catalyst Pharmaceutical Partners (CPRX) 0.2 $1.9M 100k 18.60
Diamondback Energy (FANG) 0.2 $1.8M 13k 136.78
Blackrock Multi-sector Incom other (BIT) 0.2 $1.8M 127k 14.21
Iron Mountain (IRM) 0.2 $1.8M 35k 49.85
Nasdaq Omx (NDAQ) 0.2 $1.8M 29k 61.35
Adobe Systems Incorporated (ADBE) 0.2 $1.7M 5.1k 336.53
Sarepta Therapeutics (SRPT) 0.2 $1.7M 13k 129.58
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $1.6M 7.6k 214.23
Alps Etf Tr Alerian Mlp (AMLP) 0.2 $1.6M 42k 38.07
South State Corporation (SSB) 0.2 $1.6M 21k 76.36
American Electric Power Company (AEP) 0.2 $1.6M 16k 94.95
Goldman Sachs (GS) 0.2 $1.6M 4.5k 343.38
Blackstone Group Inc Com Cl A (BX) 0.2 $1.5M 21k 74.19
Ishares Tr Core Total Usd (IUSB) 0.2 $1.5M 33k 44.93
Parker-Hannifin Corporation (PH) 0.2 $1.5M 5.0k 290.97
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $1.4M 9.5k 151.65
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $1.4M 3.00 468711.00
NVIDIA Corporation (NVDA) 0.2 $1.4M 9.4k 146.15
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $1.4M 3.1k 442.79
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $1.4M 6.8k 200.53
Altria (MO) 0.2 $1.4M 30k 45.71
Eli Lilly & Co. (LLY) 0.2 $1.3M 3.6k 365.84
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.1 $1.2M 31k 40.89
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.1 $1.2M 7.1k 174.26
Applied Materials (AMAT) 0.1 $1.2M 13k 97.38
Vanguard Index Fds Small Cp Etf (VB) 0.1 $1.2M 6.7k 183.54
Sherwin-Williams Company (SHW) 0.1 $1.2M 5.1k 237.32
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $1.2M 32k 37.90
Spdr Ser Tr S&p 600 Sml Cap (SLY) 0.1 $1.2M 14k 82.21
Tekla Healthcare Invs Sh Ben Int (HQH) 0.1 $1.2M 64k 18.00
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $1.1M 3.2k 351.38
Nike CL B (NKE) 0.1 $1.1M 9.5k 117.00
Verizon Communications (VZ) 0.1 $1.1M 28k 39.40
Merck & Co (MRK) 0.1 $1.1M 9.9k 110.95
PIMCO Corporate Income Fund (PCN) 0.1 $1.1M 90k 11.85
Intel Corporation (INTC) 0.1 $1.1M 40k 26.43
Pimco Dynamic Income SHS (PDI) 0.1 $1.0M 55k 18.48
Cohen & Steers infrastucture Fund (UTF) 0.1 $1.0M 42k 23.99
Meta Platforms Cl A (META) 0.1 $1.0M 8.4k 120.34
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $1.0M 19k 51.72
Intercontinental Exchange (ICE) 0.1 $975k 9.5k 102.59
Astrazeneca Sponsored Adr (AZN) 0.1 $969k 14k 67.80
Ishares Tr Msci Eafe Etf (EFA) 0.1 $953k 15k 65.64
CF Industries Holdings (CF) 0.1 $948k 11k 85.20
Cohen & Steers Quality Income Realty (RQI) 0.1 $922k 80k 11.50
Wal-Mart Stores (WMT) 0.1 $914k 6.4k 141.80
Walt Disney Company (DIS) 0.1 $907k 10k 86.88
Booking Holdings (BKNG) 0.1 $899k 446.00 2015.28
BP Sponsored Adr (BP) 0.1 $899k 26k 34.93
Colgate-Palmolive Company (CL) 0.1 $892k 11k 78.79
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $887k 39k 22.72
Blackrock Muniyield Fund (MYD) 0.1 $884k 85k 10.41
Shell Spon Ads (SHEL) 0.1 $854k 15k 56.95
Lauder Estee Cos Cl A (EL) 0.1 $807k 3.3k 248.10
Toronto Dominion Bk Ont Com New (TD) 0.1 $807k 13k 64.76
Boeing Company (BA) 0.1 $760k 4.0k 190.49
V.F. Corporation (VFC) 0.1 $739k 27k 27.61
Ishares Core Msci Emkt (IEMG) 0.1 $718k 15k 46.70
Ishares Tr Core Msci Eafe (IEFA) 0.1 $709k 12k 61.64
Kimberly-Clark Corporation (KMB) 0.1 $707k 5.2k 135.76
Novartis Sponsored Adr (NVS) 0.1 $689k 7.6k 90.72
Caterpillar (CAT) 0.1 $687k 2.9k 239.56
Illinois Tool Works (ITW) 0.1 $666k 3.0k 220.30
Oracle Corporation (ORCL) 0.1 $654k 8.0k 81.74
Bank of America Corporation (BAC) 0.1 $641k 19k 33.12
At&t (T) 0.1 $631k 34k 18.41
Humana (HUM) 0.1 $631k 1.2k 512.19
Signify Health Cl A Com (SGFY) 0.1 $616k 22k 28.66
Chubb (CB) 0.1 $612k 2.8k 220.63
Casey's General Stores (CASY) 0.1 $602k 2.7k 224.35
Nuveen Nasdaq 100 Dynamic Ov Com Shs (QQQX) 0.1 $600k 29k 20.43
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $597k 8.5k 70.63
Teucrium Commodity Tr Corn Fd Shs (CORN) 0.1 $590k 22k 26.93
Select Sector Spdr Tr Technology (XLK) 0.1 $588k 4.7k 124.44
Intuitive Surgical Com New (ISRG) 0.1 $584k 2.2k 265.35
Alphatec Hldgs Com New (ATEC) 0.1 $579k 47k 12.35
Realty Income (O) 0.1 $574k 9.0k 63.43
Nuveen Div. Advantage Muni. Fund (NAD) 0.1 $563k 48k 11.80
salesforce (CRM) 0.1 $543k 4.1k 132.59
Regeneron Pharmaceuticals (REGN) 0.1 $543k 753.00 721.49
S&p Global (SPGI) 0.1 $527k 1.6k 334.93
Vaneck Etf Trust High Yld Munietf (HYD) 0.1 $523k 10k 50.55
3M Company (MMM) 0.1 $521k 4.3k 119.92
Raymond James Financial (RJF) 0.1 $517k 4.8k 106.85
Qualcomm (QCOM) 0.1 $514k 4.7k 109.93
Cme (CME) 0.1 $504k 3.0k 168.19
Archer Daniels Midland Company (ADM) 0.1 $501k 228k 2.20
British Amern Tob Sponsored Adr (BTI) 0.1 $500k 13k 39.98
Ishares Tr Russell 2000 Etf (IWM) 0.1 $489k 2.8k 174.36
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT) 0.1 $485k 10k 47.73
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 0.1 $484k 21k 22.98
Walgreen Boots Alliance (WBA) 0.1 $483k 13k 37.36
First Tr Sml Cp Core Alpha F Com Shs (FYX) 0.1 $482k 6.1k 78.45
CVS Caremark Corporation (CVS) 0.1 $475k 5.1k 93.19
Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $472k 9.0k 52.61
Northrop Grumman Corporation (NOC) 0.1 $463k 848.00 545.61
Federal Agric Mtg Corp CL C (AGM) 0.1 $460k 4.1k 112.71
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $455k 8.3k 54.49
Advent Claymore Convertible Sec & Inc (AVK) 0.1 $450k 41k 10.90
Norfolk Southern (NSC) 0.1 $441k 1.8k 246.38
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $431k 14k 30.53
Select Sector Spdr Tr Energy (XLE) 0.0 $414k 4.7k 87.47
Duke Energy Corp Com New (DUK) 0.0 $413k 4.0k 103.00
General Mills (GIS) 0.0 $409k 4.9k 83.85
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $409k 5.6k 73.63
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $406k 2.0k 203.84
Mastercard Incorporated Cl A (MA) 0.0 $401k 1.2k 347.73
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.0 $390k 1.3k 308.90
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 0.0 $385k 8.3k 46.55
Target Corporation (TGT) 0.0 $378k 2.5k 149.04
Cadence Design Systems (CDNS) 0.0 $368k 2.3k 160.64
Theratechnologies (THTX) 0.0 $368k 417k 0.88
Omni (OMC) 0.0 $361k 4.4k 81.57
Fair Isaac Corporation (FICO) 0.0 $360k 602.00 598.58
Vaneck Etf Trust Intrmdt Muni Etf (ITM) 0.0 $350k 7.7k 45.61
Nuveen Municipal Credit Com Sh Ben Int (NZF) 0.0 $350k 29k 12.08
Canadian Pacific Railway (CP) 0.0 $348k 4.7k 74.60
Crown Castle Intl (CCI) 0.0 $343k 2.5k 135.64
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $341k 3.2k 105.44
SYSCO Corporation (SYY) 0.0 $339k 4.4k 76.45
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $339k 3.1k 108.21
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.0 $330k 5.0k 66.58
Northern Ltd Fd Tr Iv Inspire Corp Bd (IBD) 0.0 $330k 14k 23.04
Global X Fds Global X Silver (SIL) 0.0 $323k 12k 28.17
Henry Schein (HSIC) 0.0 $321k 4.0k 79.87
Air Products & Chemicals (APD) 0.0 $316k 1.0k 308.26
EastGroup Properties (EGP) 0.0 $316k 2.1k 148.06
Regions Financial Corporation (RF) 0.0 $312k 15k 21.56
Wells Fargo & Company (WFC) 0.0 $310k 7.5k 41.29
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $308k 3.3k 94.65
Mondelez Intl Cl A (MDLZ) 0.0 $305k 4.6k 66.65
CSX Corporation (CSX) 0.0 $304k 9.8k 30.98
Calamos Strategic Total Retu Com Sh Ben Int (CSQ) 0.0 $294k 22k 13.42
Valmont Industries (VMI) 0.0 $290k 877.00 330.67
Corteva (CTVA) 0.0 $289k 4.9k 58.78
Marriott Intl Cl A (MAR) 0.0 $286k 1.9k 148.89
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $277k 2.0k 135.87
Ishares Tr Core S&p500 Etf (IVV) 0.0 $273k 711.00 384.21
Northern Trust Corporation (NTRS) 0.0 $271k 3.1k 88.49
Netflix (NFLX) 0.0 $266k 902.00 294.88
Ishares Tr Mus Mid Cap Etf (IWR) 0.0 $266k 3.9k 67.45
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.0 $264k 8.0k 32.96
First Tr Exchange Traded Tech Alphadex (FXL) 0.0 $256k 2.8k 91.55
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $256k 1.7k 151.84
Southern Company (SO) 0.0 $247k 3.5k 71.41
Novo-nordisk A S Adr (NVO) 0.0 $247k 1.8k 135.34
Etf Ser Solutions Us Diversified (PPTY) 0.0 $246k 8.8k 28.04
First Tr Exchange Traded Hlth Care Alph (FXH) 0.0 $242k 2.2k 108.73
Allstate Corporation (ALL) 0.0 $241k 1.8k 135.60
Deere & Company (DE) 0.0 $241k 561.00 428.76
ConocoPhillips (COP) 0.0 $238k 2.0k 118.00
United Sts Commodity Index F Cm Rep Copp Fd (CPER) 0.0 $231k 10k 23.09
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $229k 859.00 266.42
Dominion Resources (D) 0.0 $228k 3.7k 61.32
General Dynamics Corporation (GD) 0.0 $226k 911.00 248.11
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.0 $226k 1.9k 120.53
Cdw (CDW) 0.0 $225k 1.3k 178.58
Vaneck Etf Trust Semiconductr (SMH) 0.0 $225k 1.1k 202.94
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $223k 923.00 241.89
Amgen (AMGN) 0.0 $223k 847.00 262.75
Fidelity National Information Services (FIS) 0.0 $222k 3.3k 67.85
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) 0.0 $219k 3.0k 72.94
Waste Management (WM) 0.0 $214k 1.4k 156.90
Advanced Micro Devices (AMD) 0.0 $211k 3.3k 64.77
Otis Worldwide Corp (OTIS) 0.0 $211k 2.7k 78.31
Block Cl A (SQ) 0.0 $211k 3.4k 62.84
Nxp Semiconductors N V (NXPI) 0.0 $208k 1.3k 158.03
Ishares Tr Us Hlthcare Etf (IYH) 0.0 $208k 733.00 283.71
Vaneck Etf Trust Biotech Etf (BBH) 0.0 $208k 1.3k 159.74
Delta Air Lines Inc Del Com New (DAL) 0.0 $207k 6.3k 32.86
Pioneer Natural Resources (PXD) 0.0 $207k 906.00 228.39
Invesco Exch Traded Fd Tr Ii Dwa Merg Mkts (PIE) 0.0 $207k 12k 17.79
Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) 0.0 $204k 4.1k 50.21
L3harris Technologies (LHX) 0.0 $201k 965.00 208.27
Huntington Bancshares Incorporated (HBAN) 0.0 $183k 13k 14.10
Nuveen Build Amer Bd (NBB) 0.0 $177k 11k 15.96
Voya Infrastructure Industrial & Materia (IDE) 0.0 $174k 19k 9.17
F45 Training Holdings (FXLV) 0.0 $169k 59k 2.85
Paramount Global Class B Com (PARA) 0.0 $169k 10k 16.88
Cohen & Steers Total Return Real (RFI) 0.0 $122k 10k 12.23
Sirius Xm Holdings (SIRI) 0.0 $105k 18k 5.84
Invesco Van Kampen Senior Income Trust (VVR) 0.0 $81k 21k 3.83
Invitae (NVTA) 0.0 $63k 34k 1.86

Past Filings by Cyndeo Wealth Partners

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