Cyndeo Wealth Partners, LLC Top Holdings and 13F Report (2025) About Cyndeo Wealth Partners, LLCInvestment ActivityCyndeo Wealth Partners, LLC has $1.52 billion in total holdings as of March 31, 2025.Cyndeo Wealth Partners, LLC owns shares of 448 different stocks, but just 115 companies or ETFs make up 80% of its holdings.Approximately 13.35% of the portfolio was purchased this quarter.About 9.03% of the portfolio was sold this quarter.This quarter, Cyndeo Wealth Partners, LLC has purchased 441 new stocks and bought additional shares in 194 stocks.Cyndeo Wealth Partners, LLC sold shares of 172 stocks and completely divested from 34 stocks this quarter.Largest Holdings Microsoft $61,520,887Apple $44,531,604Amazon.com $38,260,351Broadcom $31,986,357NVIDIA $27,889,731 Largest New Holdings this Quarter 460690100 - Interpublic Group of Companies $7,495,138 HoldingN20944109 - CNH INDL N V $7,310,002 Holding72201R882 - PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund $7,294,513 Holding67077M108 - Nutrien $7,082,545 Holding200340107 - Comerica $6,620,685 Holding Largest Purchases this Quarter Broadcom 54,241 shares (about $9.08M)Nuveen Floating Rate Income Fund 1,021,050 shares (about $8.65M)Interpublic Group of Companies 275,962 shares (about $7.50M)CNH INDL N V 595,277 shares (about $7.31M)PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund 101,836 shares (about $7.29M) Largest Sales this Quarter Fidelity National Financial 117,813 shares (about $7.67M)BLACKROCK INC 7,502 shares (about $7.10M)Honeywell International 31,376 shares (about $6.64M)Digital Realty Trust 41,846 shares (about $6.00M)PALANTIR TECHNOLOGIES INC 70,352 shares (about $5.94M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCyndeo Wealth Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$61,520,887$6,168,418 ▲11.1%163,8854.0%Computer and TechnologyAAPLApple$44,531,604$4,021,228 ▲9.9%200,4752.9%Computer and TechnologyAMZNAmazon.com$38,260,351$878,050 ▲2.3%201,0952.5%Retail/WholesaleAVGOBroadcom$31,986,357$9,081,578 ▲39.6%191,0432.1%Computer and TechnologyNVDANVIDIA$27,889,731$5,642,367 ▲25.4%257,3331.8%Computer and TechnologyABBVAbbVie$27,174,406$1,511,691 ▼-5.3%129,6981.8%MedicalFBNDFidelity Total Bond ETF$23,454,387$2,319,295 ▲11.0%513,7871.5%ETFABTAbbott Laboratories$23,442,658$293,554 ▼-1.2%176,7261.5%MedicalFTGCFirst Trust Global Tactical Commodity Strategy Fund$22,571,819$858,059 ▲4.0%884,4761.5%ManufacturingJPMJPMorgan Chase & Co.$21,003,850$3,607,143 ▲20.7%85,6251.4%FinanceMETAMeta Platforms$20,195,358$2,698,555 ▲15.4%35,0391.3%Computer and TechnologyFIRST TR EXCHANGE-TRADED FD$19,379,536$1,382,275 ▲7.7%923,2751.3%CORE INVESTMENTVBVanguard Small-Cap ETF$19,204,457$1,640,286 ▲9.3%86,6041.3%ETFUCONFirst Trust TCW Unconstrained Plus Bond ETF$18,218,143$1,261,655 ▲7.4%736,0871.2%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$18,102,729$1,482,375 ▲8.9%344,6831.2%ManufacturingFTSLFirst Trust Senior Loan ETF$17,718,921$917,839 ▲5.5%388,1471.2%ManufacturingYLDPrincipal Active High Yield ETF$17,707,672$934,916 ▲5.6%929,5371.2%ETFGSYInvesco Ultra Short Duration ETF$17,507,802$1,276,555 ▲7.9%349,3181.1%ETFIAUiShares Gold Trust$16,480,676$689,007 ▼-4.0%279,5231.1%FinanceHDHome Depot$16,028,576$1,318,642 ▲9.0%43,7351.1%Retail/WholesaleSPROTT PHYSICAL GOLD TR$16,010,241$37,125 ▼-0.2%665,4301.1%UNITTJXTJX Companies$15,193,094$1,799,108 ▲13.4%124,7381.0%Retail/WholesaleORCLOracle$14,614,893$4,217,507 ▲40.6%104,5341.0%Computer and TechnologyVUGVanguard Growth ETF$14,532,974$33,374 ▲0.2%39,1911.0%ETFGOOGLAlphabet$14,525,904$1,792,271 ▼-11.0%93,9341.0%Computer and TechnologyUNHUnitedHealth Group$14,312,341$1,460,197 ▼-9.3%27,3270.9%MedicalIVViShares Core S&P 500 ETF$14,111,877$391,638 ▲2.9%25,1150.9%ETFKOCoca-Cola$12,437,560$2,384,809 ▼-16.1%173,6600.8%Consumer StaplesJFRNuveen Floating Rate Income Fund$12,230,680$8,648,294 ▲241.4%1,444,0000.8%Financial ServicesCOCA-COLA EUROPACIFIC PARTNE$12,064,870$1,472,807 ▲13.9%138,6290.8%SHSSPROTT PHYSICAL SILVER TR$11,961,880$215,737 ▲1.8%1,031,1970.8%TR UNITTSMTaiwan Semiconductor Manufacturing$11,389,820$2,447,185 ▲27.4%68,6130.7%Computer and TechnologyMSMorgan Stanley$11,186,028$666,416 ▲6.3%95,8780.7%FinanceMOAltria Group$11,115,180$489,584 ▲4.6%185,1910.7%Consumer StaplesLLYEli Lilly and Company$10,685,040$863,096 ▲8.8%12,9370.7%MedicalBITBlackRock Multi-Sector Income Trust$10,626,582$2,461,600 ▲30.1%733,8800.7%Financial ServicesVZVerizon Communications$10,462,350$1,011,575 ▲10.7%230,6510.7%Computer and TechnologyARK 21SHARES BITCOIN ETF$10,367,411$1,107,318 ▼-9.7%126,1240.7%SHS BEN INTJNJJohnson & Johnson$10,255,634$57,049 ▼-0.6%61,8410.7%MedicalVVisa$9,992,706$405,834 ▼-3.9%28,5130.7%Business ServicesUNPUnion Pacific$9,941,418$1,491,614 ▼-13.0%42,0820.7%TransportationADPAutomatic Data Processing$9,490,075$978,919 ▲11.5%31,0610.6%Business ServicesPGProcter & Gamble$9,236,077$133,780 ▼-1.4%54,1960.6%Consumer StaplesURAGlobal X Uranium ETF$9,026,262$314,394 ▲3.6%393,8160.6%ETFVTVVanguard Value ETF$8,790,684$22,974 ▲0.3%50,8900.6%ETFOKEONEOK$8,486,834$90,091 ▼-1.1%85,5360.6%EnergyGOOGAlphabet$8,457,664$3,011,176 ▲55.3%54,1360.6%Computer and TechnologyXOMExxon Mobil$8,429,769$2,535,115 ▼-23.1%70,8800.6%EnergyVTIVanguard Total Stock Market ETF$8,379,101$1,232,116 ▼-12.8%30,4870.6%ETFPALANTIR TECHNOLOGIES INC$8,344,560$5,937,720 ▼-41.6%98,8690.5%CL ANEENextEra Energy$8,222,770$274,700 ▼-3.2%115,9930.5%UtilitiesDTEDTE Energy$8,220,368$624,284 ▲8.2%59,4520.5%UtilitiesWMBWilliams Companies$8,182,869$799,468 ▼-8.9%136,9290.5%EnergyEPREPR Properties$8,152,155$469,388 ▲6.1%154,9540.5%FinanceMCDMcDonald's$8,108,138$131,195 ▼-1.6%25,9570.5%Retail/WholesaleKMIKinder Morgan$8,095,924$658,700 ▼-7.5%283,7690.5%EnergyORIOld Republic International$8,041,461$548,138 ▲7.3%205,0350.5%FinanceCBChubb$7,954,362$2,175,823 ▲37.7%26,3400.5%FinanceUGIUGI$7,917,006$547,773 ▼-6.5%239,4010.5%UtilitiesJWNNordstrom$7,635,060$524,649 ▲7.4%312,2720.5%Retail/WholesaleUPSUnited Parcel Service$7,568,686$30,577 ▼-0.4%68,8120.5%TransportationSPYSPDR S&P 500 ETF Trust$7,498,057$319,411 ▲4.4%13,4040.5%FinanceTFCTruist Financial$7,495,618$434,502 ▲6.2%182,1540.5%FinanceIPGInterpublic Group of Companies$7,495,138$7,495,138 ▲New Holding275,9620.5%Business ServicesCNACNA Financial$7,400,116$682,670 ▲10.2%145,7000.5%FinancePDIPIMCO Dynamic Income Fund$7,367,204$2,324,975 ▲46.1%372,0810.5%Financial ServicesCNH INDL N V$7,310,002$7,310,002 ▲New Holding595,2770.5%SHSZROZPIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund$7,294,513$7,294,513 ▲New Holding101,8360.5%ETFLINDE PLC$7,270,530$89,403 ▲1.2%15,6140.5%SHSAXPAmerican Express$7,161,904$6,520,752 ▲1,017.0%26,6190.5%FinanceNTRNutrien$7,082,545$7,082,545 ▲New Holding142,5920.5%Basic MaterialsAMGNAmgen$7,044,445$6,377,106 ▲955.6%22,6110.5%MedicalADIAnalog Devices$6,824,349$1,621,436 ▼-19.2%33,8390.4%Computer and TechnologyCMAComerica$6,620,685$6,620,685 ▲New Holding112,1010.4%FinanceMLNVanEck Long Muni ETF$6,532,764$1,041,870 ▼-13.8%375,6620.4%ETFOMFOneMain$6,462,451$6,462,451 ▲New Holding132,2110.4%FinanceACNAccenture$6,298,115$2,538,093 ▼-28.7%20,1840.4%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$6,290,440$4,381,029 ▲229.4%17,4210.4%ETFMDYSPDR S&P MidCap 400 ETF Trust$6,242,783$3,667,675 ▲142.4%11,7020.4%ETFPLDPrologis$6,236,587$96,252 ▲1.6%55,7880.4%FinanceTSLATesla$6,170,240$320,317 ▲5.5%23,8090.4%Auto/Tires/TrucksMAMastercard$6,011,730$587,580 ▲10.8%10,9680.4%Business ServicesTTACFCF US Quality ETF$5,971,750$230,971 ▲4.0%93,4400.4%ETFEATON VANCE LTD DURATION INC$5,698,021$1,021,453 ▼-15.2%570,9440.4%COMBINCiShares Flexible Income Active ETF$5,450,349$460,525 ▼-7.8%104,0540.4%ETFAMLPAlerian MLP ETF$5,449,559$92,142 ▼-1.7%104,9200.4%ETFTTTrane Technologies$5,258,633$2,212,211 ▲72.6%15,6080.3%ConstructionWMTWalmart$5,226,841$3,047,279 ▲139.8%59,5380.3%Retail/WholesaleRQICohen & Steers Quality Income Realty Fund$5,032,918$1,203,876 ▲31.4%400,7100.3%Financial ServicesPSXPhillips 66$5,019,089$1,957,898 ▲64.0%40,6470.3%EnergyHYDVanEck High Yield Muni ETF$4,968,970$956,760 ▼-16.1%97,0880.3%ETFCOSTCostco Wholesale$4,910,979$15,131 ▲0.3%5,1930.3%Retail/WholesaleISRGIntuitive Surgical$4,810,374$459,098 ▲10.6%9,7130.3%MedicalFBCGFidelity Blue Chip Growth ETF$4,709,825$731,571 ▲18.4%117,8340.3%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$4,678,278$216,202 ▲4.8%95,9450.3%ETFTXNTexas Instruments$4,641,098$1,836,349 ▲65.5%25,8270.3%Computer and TechnologyCRMSalesforce$4,635,811$839,947 ▼-15.3%17,2750.3%Computer and TechnologyFMHIFirst Trust Municipal High Income ETF$4,554,774$344,579 ▲8.2%95,2780.3%ManufacturingEPDEnterprise Products Partners$4,552,855$757,978 ▲20.0%133,3580.3%EnergyBSXBoston Scientific$4,366,496$442,158 ▲11.3%43,2840.3%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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