Cyndeo Wealth Partners, LLC Top Holdings and 13F Report (2025)

About Cyndeo Wealth Partners, LLC

Investment Activity

Cyndeo Wealth Partners, LLC has $1.69 billion in total holdings as of June 30, 2025.
Cyndeo Wealth Partners, LLC owns shares of 465 different stocks, but just 113 companies or ETFs make up 80% of its holdings.
Approximately 9.00% of the portfolio was purchased this quarter.
About 6.24% of the portfolio was sold this quarter.
This quarter, Cyndeo Wealth Partners, LLC has purchased 448 new stocks and bought additional shares in 212 stocks.
Cyndeo Wealth Partners, LLC sold shares of 164 stocks and completely divested from 33 stocks this quarter.

Largest Holdings

Microsoft: $83,505,096
Broadcom: $51,888,186
Amazon.com: $45,118,266
NVIDIA: $43,276,087
Apple: $42,700,879

Largest New Holdings this Quarter

40412C101 - HCA Healthcare: $9,376,320 Holding
534187109 - Lincoln National: $7,667,981 Holding
64828T201 - Rithm Capital: $6,971,575 Holding
25179M103 - Devon Energy: $6,831,243 Holding
H11356104 - BUNGE GLOBAL SA: $6,508,638 Holding

Largest Purchases this Quarter

HCA Healthcare: 24,475 shares (about $9.38M)
ARK 21SHARES BITCOIN ETF: 259,427 shares (about $9.28M)
Lincoln National: 221,618 shares (about $7.67M)
Rithm Capital: 617,500 shares (about $6.97M)
Devon Energy: 214,751 shares (about $6.83M)

Largest Sales this Quarter

Truist Financial: 163,089 shares (about $7.01M)
UnitedHealth Group: 21,426 shares (about $6.68M)
Interpublic Group of Companies: 265,576 shares (about $6.50M)
ONEOK: 75,035 shares (about $6.13M)
United Parcel Service: 49,882 shares (about $5.04M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$83,505,096	$1,987,151 ▲	2.4%	167,880	5.0%	Computer and Technology
AVGO Broadcom	$51,888,186	$772,924 ▼	-1.5%	188,239	3.1%	Computer and Technology
AMZN Amazon.com	$45,118,266	$999,981 ▲	2.3%	205,653	2.7%	Retail/Wholesale
NVDA NVIDIA	$43,276,087	$2,620,103 ▲	6.4%	273,917	2.6%	Computer and Technology
AAPL Apple	$42,700,879	$1,569,348 ▲	3.8%	208,124	2.5%	Computer and Technology
JPM JPMorgan Chase & Co.	$28,412,803	$3,589,361 ▲	14.5%	98,006	1.7%	Finance
ABT Abbott Laboratories	$24,424,416	$387,901 ▲	1.6%	179,578	1.4%	Medical
ABBV AbbVie	$24,359,740	$285,113 ▲	1.2%	131,234	1.4%	Medical
FBND Fidelity Total Bond ETF	$23,673,554	$167,811 ▲	0.7%	517,455	1.4%	ETF
ORCL Oracle	$23,284,556	$430,264 ▲	1.9%	106,502	1.4%	Computer and Technology
FTGC First Trust Global Tactical Commodity Strategy Fund	$22,395,301	$575,280 ▲	2.6%	907,795	1.3%	Manufacturing
META Meta Platforms	$22,062,938	$3,798,941 ▼	-14.7%	29,892	1.3%	Computer and Technology
VB Vanguard Small-Cap ETF	$21,308,543	$785,115 ▲	3.8%	89,917	1.3%	ETF
FIRST TR EXCHANGE-TRADED FD	$19,627,470	$183,306 ▲	0.9%	931,979	1.2%	CORE INVESTMENT
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$18,546,603	$178,468 ▲	1.0%	348,032	1.1%	Manufacturing
UCON First Trust TCW Unconstrained Plus Bond ETF	$18,504,296	$183,091 ▲	1.0%	743,443	1.1%	ETF
YLD Principal Active High Yield ETF	$18,165,695	$160,558 ▲	0.9%	937,826	1.1%	ETF
FTSL First Trust Senior Loan ETF	$17,994,489	$182,413 ▲	1.0%	392,122	1.1%	Manufacturing
GSY Invesco Ultra Short Duration ETF	$17,720,674	$205,875 ▲	1.2%	353,424	1.1%	ETF
IAU iShares Gold Trust	$17,427,500	$3,555 ▼	0.0%	279,466	1.0%	Finance
VUG Vanguard Growth ETF	$17,291,150	$109,601 ▲	0.6%	39,441	1.0%	ETF
SPROTT PHYSICAL GOLD TR	$17,043,801	$175,143 ▲	1.0%	672,339	1.0%	UNIT
GOOGL Alphabet	$16,748,829	$194,910 ▲	1.2%	95,040	1.0%	Computer and Technology
TJX TJX Companies	$16,115,144	$711,300 ▲	4.6%	130,498	1.0%	Retail/Wholesale
HD Home Depot	$16,084,109	$49,130 ▲	0.3%	43,869	1.0%	Retail/Wholesale
URA Global X Uranium ETF	$15,760,391	$476,393 ▲	3.1%	406,091	0.9%	ETF
JFR Nuveen Floating Rate Income Fund	$15,316,470	$3,085,790 ▲	25.2%	1,808,320	0.9%	Financial Services
TSM Taiwan Semiconductor Manufacturing	$15,160,678	$379,368 ▼	-2.4%	66,938	0.9%	Computer and Technology
IVV iShares Core S&P 500 ETF	$14,609,392	$984,763 ▼	-6.3%	23,529	0.9%	ETF
ARK 21SHARES BITCOIN ETF	$13,798,859	$9,284,885 ▲	205.7%	385,551	0.8%	SHS BEN INT
PALANTIR TECHNOLOGIES INC	$13,589,188	$111,373 ▲	0.8%	99,686	0.8%	CL A
MS Morgan Stanley	$13,529,493	$24,087 ▲	0.2%	96,049	0.8%	Finance
KO CocaCola	$13,148,874	$862,442 ▲	7.0%	185,850	0.8%	Consumer Staples
COCA-COLA EUROPACIFIC PARTNE	$13,138,811	$285,114 ▲	2.2%	141,704	0.8%	SHS
SPROTT PHYSICAL SILVER TR	$12,867,943	$246,097 ▲	1.9%	1,051,303	0.8%	TR UNIT
SPY SPDR S&P 500 ETF Trust	$12,866,582	$4,585,013 ▲	55.4%	20,825	0.8%	Finance
MO Altria Group	$11,137,741	$280,016 ▲	2.6%	189,967	0.7%	Consumer Staples
LLY Eli Lilly and Company	$10,963,382	$878,536 ▲	8.7%	14,064	0.7%	Medical
V Visa	$10,574,865	$451,271 ▲	4.5%	29,784	0.6%	Business Services
VZ Verizon Communications	$10,417,555	$437,287 ▲	4.4%	240,757	0.6%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$10,239,112	$973,185 ▲	10.5%	33,689	0.6%	ETF
UNP Union Pacific	$9,887,259	$205,002 ▲	2.1%	42,973	0.6%	Transportation
BIT BlackRock Multi-Sector Income Trust	$9,764,042	$950,606 ▼	-8.9%	668,770	0.6%	Financial Services
ADP Automatic Data Processing	$9,724,910	$145,567 ▲	1.5%	31,533	0.6%	Computer and Technology
JNJ Johnson & Johnson	$9,713,952	$267,770 ▲	2.8%	63,594	0.6%	Medical
MDY SPDR S&P MidCap 400 ETF Trust	$9,502,136	$2,873,187 ▲	43.3%	16,774	0.6%	ETF
EPR EPR Properties	$9,407,495	$379,856 ▲	4.2%	161,474	0.6%	Finance
HCA HCA Healthcare	$9,376,320	$9,376,320 ▲	New Holding	24,475	0.6%	Medical
VTV Vanguard Value ETF	$8,987,721	$6,539 ▼	-0.1%	50,853	0.5%	ETF
WMB Williams Companies	$8,983,759	$383,266 ▲	4.5%	143,031	0.5%	Energy
PG Procter & Gamble	$8,880,784	$246,308 ▲	2.9%	55,742	0.5%	Consumer Staples
UGI UGI	$8,853,543	$134,572 ▲	1.5%	243,096	0.5%	Utilities
KMI Kinder Morgan	$8,694,322	$351,507 ▲	4.2%	295,725	0.5%	Energy
NTR Nutrien	$8,664,105	$359,573 ▲	4.3%	148,766	0.5%	Basic Materials
ADI Analog Devices	$8,301,249	$246,829 ▲	3.1%	34,876	0.5%	Computer and Technology
ORI Old Republic International	$8,287,766	$406,233 ▲	5.2%	215,603	0.5%	Finance
NEE NextEra Energy	$8,259,375	$207,149 ▲	2.6%	118,977	0.5%	Utilities
CNH INDL N V	$8,226,941	$512,153 ▲	6.6%	634,795	0.5%	SHS
DTE DTE Energy	$8,219,691	$344,662 ▲	4.4%	62,054	0.5%	Utilities
PDI PIMCO Dynamic Income Fund	$8,173,073	$1,114,696 ▲	15.8%	430,842	0.5%	Financial Services
XOM Exxon Mobil	$8,029,685	$388,834 ▲	5.1%	74,487	0.5%	Energy
AXP American Express	$8,027,339	$463,471 ▼	-5.5%	25,166	0.5%	Finance
IWF iShares Russell 1000 Growth ETF	$8,012,339	$615,648 ▲	8.3%	18,871	0.5%	ETF
MCD McDonald's	$7,980,337	$396,475 ▲	5.2%	27,314	0.5%	Retail/Wholesale
CB Chubb	$7,747,977	$116,757 ▲	1.5%	26,743	0.5%	Finance
LNC Lincoln National	$7,667,981	$7,667,981 ▲	New Holding	221,618	0.5%	Finance
PGR Progressive	$7,525,858	$3,423,489 ▲	83.5%	28,202	0.4%	Finance
LINDE PLC	$7,509,344	$183,452 ▲	2.5%	16,005	0.4%	SHS
CNA CNA Financial	$7,254,426	$475,023 ▲	7.0%	155,909	0.4%	Finance
TTAC FCF US Quality ETF	$7,061,070	$449,255 ▲	6.8%	99,789	0.4%	ETF
RITM Rithm Capital	$6,971,575	$6,971,575 ▲	New Holding	617,500	0.4%	Finance
AMGN Amgen	$6,967,446	$654,193 ▲	10.4%	24,954	0.4%	Medical
ZROZ PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund	$6,934,263	$104,093 ▲	1.5%	103,388	0.4%	ETF
TT Trane Technologies	$6,844,586	$17,496 ▲	0.3%	15,648	0.4%	Construction
DVN Devon Energy	$6,831,243	$6,831,243 ▲	New Holding	214,751	0.4%	Energy
TSLA Tesla	$6,812,706	$750,297 ▼	-9.9%	21,447	0.4%	Auto/Tires/Trucks
TGT Target	$6,794,153	$6,308,300 ▲	1,298.4%	68,871	0.4%	Retail/Wholesale
MA Mastercard	$6,565,515	$402,337 ▲	6.5%	11,684	0.4%	Business Services
BUNGE GLOBAL SA	$6,508,638	$6,508,638 ▲	New Holding	81,074	0.4%	COM SHS
HSY Hershey	$6,406,942	$6,406,942 ▲	New Holding	38,608	0.4%	Consumer Staples
TXN Texas Instruments	$6,250,664	$888,414 ▲	16.6%	30,106	0.4%	Computer and Technology
GOOG Alphabet	$6,242,600	$3,360,690 ▼	-35.0%	35,191	0.4%	Computer and Technology
PLD Prologis	$6,024,633	$160,203 ▲	2.7%	57,312	0.4%	Finance
MLN VanEck Long Muni ETF	$5,966,326	$378,606 ▼	-6.0%	353,246	0.4%	ETF
ACN Accenture	$5,959,768	$72,928 ▼	-1.2%	19,940	0.4%	Computer and Technology
FBCG Fidelity Blue Chip Growth ETF	$5,745,095	$60,782 ▲	1.1%	119,094	0.3%	ETF
WMT Walmart	$5,730,872	$90,740 ▼	-1.6%	58,610	0.3%	Retail/Wholesale
ISRG Intuitive Surgical	$5,557,260	$279,303 ▲	5.3%	10,227	0.3%	Medical
DYNF iShares U.S. Equity Factor Rotation Active ETF	$5,258,276	$33,112 ▲	0.6%	96,553	0.3%	ETF
COST Costco Wholesale	$5,186,811	$46,523 ▲	0.9%	5,240	0.3%	Retail/Wholesale
BINC iShares Flexible Income Active ETF	$5,115,176	$383,037 ▼	-7.0%	96,805	0.3%	ETF
IWY iShares Russell Top 200 Growth ETF	$5,055,181	$484,885 ▲	10.6%	20,507	0.3%	ETF
PSX Phillips 66	$5,030,508	$181,335 ▲	3.7%	42,167	0.3%	Energy
AMLP Alerian MLP ETF	$5,029,589	$96,791 ▼	-1.9%	102,939	0.3%	ETF
INTU Intuit	$4,856,880	$75,618 ▲	1.6%	6,166	0.3%	Computer and Technology
BSX Boston Scientific	$4,819,493	$170,352 ▲	3.7%	44,870	0.3%	Medical
NETZ TCW Transform Systems ETF	$4,796,413	$128,492 ▲	2.8%	53,193	0.3%	ETF
EATON VANCE LTD DURATION INC	$4,646,877	$1,211,008 ▼	-20.7%	452,912	0.3%	COM
BX Blackstone	$4,644,159	$429,893 ▲	10.2%	31,048	0.3%	Finance
DIMENSIONAL ETF TRUST	$4,621,407	$177,554 ▲	4.0%	69,131	0.3%	US CORE EQUITY 1

Showing largest 100 holdings. View all holdings.

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Cyndeo Wealth Partners, LLC Top Holdings and 13F Report (2025)

About Cyndeo Wealth Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Cyndeo Wealth Partners, LLC Top Holdings and 13F Report (2025)

About Cyndeo Wealth Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofCyndeo Wealth Partners, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools