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Strategy shares owned by Cyndeo Wealth Partners

Quarter-by-quarter ownership of Strategy (ELCV) shares owned by Cyndeo Wealth Partners from 13F filings

Historical chart of Cyndeo Wealth Partners investment in Strategy

Tip: Access up to 7 years of quarterly data

All positions including Strategy held by Cyndeo Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Strategy by Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $228k 6.9k 32.87

More positions owned by Cyndeo Wealth Partners

Microsoft Corporation (MSFT)
Apple (AAPL)
Broadcom (AVGO)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Abbvie (ABBV)
Alphabet Cap Stk Cl A (GOOGL)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
Vanguard Index Fds Small Cp Etf (VB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
First Tr Exchange-traded Core Investment (FTCB)
JPMorgan Chase & Co. (JPM)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Eli Lilly & Co. (LLY)

View all positions for Cyndeo Wealth Partners

Top funds holding Strategy

Creative Financial Designs
OneAscent Financial Services
Ambassador Advisors
Bare Financial Services
LPL Financial
OneAscent Wealth Management
Wealth Enhancement Advisory Services
O'Connor Financial Group
LVZ Advisors
PAX Financial Group
Jones Financial Companies, L.L
Cambridge Investment Research Advisors
Stifel Financial
ValMark Advisers
Strategic Equity Management

View all funds holding Strategy