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

About Cyndeo Wealth Partners, LLC

Investment Activity

Cyndeo Wealth Partners, LLC has $1.80 billion in total holdings as of September 30, 2025.
Cyndeo Wealth Partners, LLC owns shares of 474 different stocks, but just 111 companies or ETFs make up 80% of its holdings.
Approximately 5.05% of the portfolio was purchased this quarter.
About 5.50% of the portfolio was sold this quarter.
This quarter, Cyndeo Wealth Partners, LLC has purchased 465 new stocks and bought additional shares in 166 stocks.
Cyndeo Wealth Partners, LLC sold shares of 223 stocks and completely divested from 27 stocks this quarter.

Largest Holdings

Microsoft: $85,564,133
Broadcom: $59,306,319
NVIDIA: $52,535,364
Apple: $51,950,032
Amazon.com: $45,135,547

Largest New Holdings this Quarter

832696405 - J. M. Smucker: $8,501,099 Holding
086516101 - Best Buy: $7,345,250 Holding
84472E102 - SOUTHSTATE BK CORP: $2,181,270 Holding
04071F102 - 21SHARES ETHEREUM ETF: $1,454,707 Holding
82509L107 - SHOPIFY INC: $1,133,937 Holding

Largest Purchases this Quarter

Omnicom Group: 106,087 shares (about $8.65M)
J. M. Smucker: 78,279 shares (about $8.50M)
Merck & Co., Inc.: 96,254 shares (about $8.08M)
Johnson & Johnson: 40,238 shares (about $7.46M)
Best Buy: 97,134 shares (about $7.35M)

Largest Sales this Quarter

HCA Healthcare: 14,376 shares (about $6.13M)
Phillips 66: 38,770 shares (about $5.27M)
TJX Companies: 32,618 shares (about $4.71M)
Progressive: 13,170 shares (about $3.25M)
Broadcom: 8,474 shares (about $2.80M)

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	$85,564,133	$1,389,139 ▼	-1.6%	165,198	4.8%	Computer and Technology
AVGO Broadcom	$59,306,319	$2,795,660 ▼	-4.5%	179,765	3.3%	Computer and Technology
NVDA NVIDIA	$52,535,364	$1,427,898 ▲	2.8%	281,570	2.9%	Computer and Technology
AAPL Apple	$51,950,032	$1,044,490 ▼	-2.0%	204,022	2.9%	Computer and Technology
AMZN Amazon.com	$45,135,547	$19,761 ▼	0.0%	205,563	2.5%	Retail/Wholesale
ABBV AbbVie	$30,549,377	$163,467 ▲	0.5%	131,940	1.7%	Medical
JPM JPMorgan Chase & Co.	$30,373,422	$540,648 ▼	-1.7%	96,292	1.7%	Finance
ORCL Oracle	$29,131,578	$820,937 ▼	-2.7%	103,583	1.6%	Computer and Technology
META Meta Platforms	$24,451,938	$2,499,832 ▲	11.4%	33,296	1.4%	Computer and Technology
FBND Fidelity Total Bond ETF	$24,146,779	$219,640 ▲	0.9%	522,205	1.3%	ETF
GOOGL Alphabet	$23,816,771	$712,527 ▲	3.1%	97,971	1.3%	Computer and Technology
ABT Abbott Laboratories	$23,518,931	$533,751 ▼	-2.2%	175,593	1.3%	Medical
FTGC First Trust Global Tactical Commodity Strategy Fund	$23,410,067	$101,813 ▼	-0.4%	903,864	1.3%	Manufacturing
VB Vanguard Small-Cap ETF	$22,287,298	$576,705 ▼	-2.5%	87,649	1.2%	ETF
FIRST TR EXCHANGE-TRADED FD	$19,873,379	$12,914 ▲	0.1%	932,585	1.1%	CORE INVESTMENT
SPROTT PHYSICAL GOLD TR	$19,778,134	$136,548 ▼	-0.7%	667,729	1.1%	UNIT
IAU iShares Gold Trust	$19,580,151	$756,590 ▼	-3.7%	269,069	1.1%	Finance
TSM Taiwan Semiconductor Manufacturing	$19,342,090	$647,110 ▲	3.5%	69,255	1.1%	Computer and Technology
JNJ Johnson & Johnson	$19,252,570	$7,460,946 ▲	63.3%	103,832	1.1%	Medical
HD Home Depot	$19,135,233	$1,359,827 ▲	7.7%	47,225	1.1%	Retail/Wholesale
URA Global X Uranium ETF	$18,877,583	$480,751 ▼	-2.5%	396,006	1.0%	ETF
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$18,765,444	$59,607 ▼	-0.3%	346,930	1.0%	Manufacturing
UCON First Trust TCW Unconstrained Plus Bond ETF	$18,681,221	$44,961 ▼	-0.2%	741,658	1.0%	ETF
VUG Vanguard Growth ETF	$18,656,583	$259,952 ▼	-1.4%	38,899	1.0%	ETF
YLD Principal Active High Yield ETF	$18,152,607	$87,366 ▼	-0.5%	933,334	1.0%	ETF
FTSL First Trust Senior Loan ETF	$17,945,592	$29,292 ▼	-0.2%	391,483	1.0%	Manufacturing
GSY Invesco Ultra Short Duration ETF	$17,687,859	$66,058 ▼	-0.4%	352,109	1.0%	ETF
PALANTIR TECHNOLOGIES INC	$17,499,982	$684,807 ▼	-3.8%	95,932	1.0%	CL A
SPROTT PHYSICAL SILVER TR	$16,289,177	$216,283 ▼	-1.3%	1,037,527	0.9%	TR UNIT
IVV iShares Core S&P 500 ETF	$15,914,965	$167,322 ▲	1.1%	23,779	0.9%	ETF
ARK 21SHARES BITCOIN ETF	$15,069,252	$410,616 ▲	2.8%	396,351	0.8%	SHS BEN INT
MS Morgan Stanley	$14,756,684	$511,214 ▼	-3.3%	92,833	0.8%	Finance
JFR Nuveen Floating Rate Income Fund	$14,241,135	$550,923 ▼	-3.7%	1,740,970	0.8%	Financial Services
TJX TJX Companies	$14,147,567	$4,714,603 ▼	-25.0%	97,880	0.8%	Retail/Wholesale
SPY SPDR S&P 500 ETF Trust	$13,969,701	$96,595 ▲	0.7%	20,970	0.8%	Finance
MO Altria Group	$12,403,748	$145,464 ▼	-1.2%	187,765	0.7%	Consumer Staples
AXP American Express	$11,606,323	$3,247,193 ▲	38.8%	34,942	0.6%	Finance
KO CocaCola	$11,463,668	$861,894 ▼	-7.0%	172,854	0.6%	Consumer Staples
VTI Vanguard Total Stock Market ETF	$11,061,208	$5,579 ▲	0.1%	33,706	0.6%	ETF
BIT BlackRock Multi-Sector Income Trust	$11,011,668	$2,056,838 ▲	23.0%	822,380	0.6%	Financial Services
LLY Eli Lilly and Company	$10,627,805	$103,005 ▼	-1.0%	13,929	0.6%	Medical
VZ Verizon Communications	$10,571,633	$9,625 ▼	-0.1%	240,538	0.6%	Computer and Technology
TSLA Tesla	$10,313,405	$775,584 ▲	8.1%	23,191	0.6%	Auto/Tires/Trucks
V Visa	$10,220,603	$52,914 ▲	0.5%	29,939	0.6%	Business Services
MRK Merck & Co., Inc.	$10,112,272	$8,078,571 ▲	397.2%	120,485	0.6%	Medical
MDY SPDR S&P MidCap 400 ETF Trust	$9,997,211	$596 ▼	0.0%	16,773	0.6%	ETF
UNP Union Pacific	$9,918,833	$238,735 ▼	-2.4%	41,963	0.6%	Transportation
RTX RTX	$9,670,361	$5,029,618 ▲	108.4%	57,792	0.5%	Aerospace
VTV Vanguard Value ETF	$9,511,926	$28,346 ▲	0.3%	51,005	0.5%	ETF
ORI Old Republic International	$9,100,720	$55,933 ▼	-0.6%	214,286	0.5%	Finance
WMB Williams Companies	$9,022,510	$38,517 ▼	-0.4%	142,423	0.5%	Energy
OMC Omnicom Group	$9,008,576	$8,649,273 ▲	2,407.2%	110,494	0.5%	Business Services
NEE NextEra Energy	$8,979,700	$1,887 ▼	0.0%	118,952	0.5%	Utilities
LNC Lincoln National	$8,742,136	$195,722 ▼	-2.2%	216,765	0.5%	Finance
XOM Exxon Mobil	$8,730,866	$332,498 ▲	4.0%	77,436	0.5%	Energy
PG Procter & Gamble	$8,727,050	$162,255 ▲	1.9%	56,798	0.5%	Consumer Staples
DTE DTE Energy	$8,695,517	$80,756 ▼	-0.9%	61,483	0.5%	Utilities
ADI Analog Devices	$8,593,681	$24,570 ▲	0.3%	34,976	0.5%	Computer and Technology
IWF iShares Russell 1000 Growth ETF	$8,586,284	$252,937 ▼	-2.9%	18,331	0.5%	ETF
GOOG Alphabet	$8,563,356	$7,306 ▼	-0.1%	35,161	0.5%	Computer and Technology
SJM J. M. Smucker	$8,501,099	$8,501,099 ▲	New Holding	78,279	0.5%	Consumer Staples
MCD McDonald's	$8,449,630	$149,209 ▲	1.8%	27,805	0.5%	Retail/Wholesale
UGI UGI	$8,431,577	$346,203 ▲	4.3%	253,505	0.5%	Utilities
PDI PIMCO Dynamic Income Fund	$8,428,504	$102,168 ▼	-1.2%	425,682	0.5%	Financial Services
ADP Automatic Data Processing	$8,378,743	$876,088 ▼	-9.5%	28,548	0.5%	Computer and Technology
KMI Kinder Morgan	$8,362,385	$9,597 ▼	-0.1%	295,386	0.5%	Energy
DVN Devon Energy	$7,520,616	$8,555 ▼	-0.1%	214,507	0.4%	Energy
LINDE PLC	$7,506,968	$95,476 ▼	-1.3%	15,804	0.4%	SHS
TTAC FCF US Quality ETF	$7,467,216	$285,501 ▲	4.0%	103,756	0.4%	ETF
BBY Best Buy	$7,345,250	$7,345,250 ▲	New Holding	97,134	0.4%	Retail/Wholesale
HSY Hershey	$7,235,720	$14,029 ▲	0.2%	38,683	0.4%	Consumer Staples
ZROZ PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund	$7,074,785	$48,524 ▲	0.7%	104,102	0.4%	ETF
AMGN Amgen	$6,996,766	$45,151 ▼	-0.6%	24,794	0.4%	Medical
RITM Rithm Capital	$6,970,443	$62,884 ▼	-0.9%	611,979	0.4%	Finance
CNH INDL N V	$6,919,101	$31,574 ▲	0.5%	637,705	0.4%	SHS
CB Chubb	$6,877,887	$670,346 ▼	-8.9%	24,368	0.4%	Finance
MA Mastercard	$6,625,321	$20,477 ▼	-0.3%	11,648	0.4%	Business Services
BUNGE GLOBAL SA	$6,613,798	$26,569 ▲	0.4%	81,401	0.4%	COM SHS
PLD Prologis	$6,500,222	$63,100 ▼	-1.0%	56,761	0.4%	Finance
TT Trane Technologies	$6,476,813	$126,169 ▼	-1.9%	15,349	0.4%	Construction
FBCG Fidelity Blue Chip Growth ETF	$6,473,328	$82,744 ▲	1.3%	120,636	0.4%	ETF
CAT Caterpillar	$6,322,997	$4,261,295 ▲	206.7%	13,252	0.4%	Industrials
TGT Target	$6,123,607	$54,089 ▼	-0.9%	68,268	0.3%	Retail/Wholesale
WMT Walmart	$6,012,259	$28,136 ▼	-0.5%	58,337	0.3%	Retail/Wholesale
DYNF iShares U.S. Equity Factor Rotation Active ETF	$5,857,662	$141,725 ▲	2.5%	98,947	0.3%	ETF
MLN VanEck Long Muni ETF	$5,813,121	$361,627 ▼	-5.9%	332,558	0.3%	ETF
IWY iShares Russell Top 200 Growth ETF	$5,611,741		0.0%	20,507	0.3%	ETF
TXN Texas Instruments	$5,477,961	$53,466 ▼	-1.0%	29,815	0.3%	Computer and Technology
ARISTA NETWORKS INC	$5,441,103	$911,708 ▲	20.1%	37,342	0.3%	COM SHS
BINC iShares Flexible Income Active ETF	$5,343,695	$189,800 ▲	3.7%	100,370	0.3%	ETF
NETZ TCW Transform Systems ETF	$5,229,296	$32,824 ▲	0.6%	53,529	0.3%	ETF
BX Blackstone	$5,220,121	$84,399 ▼	-1.6%	30,554	0.3%	Finance
DIMENSIONAL ETF TRUST	$5,092,489	$119,205 ▲	2.4%	70,788	0.3%	US CORE EQUITY 1
PH Parker-Hannifin	$4,937,931	$658,846 ▲	15.4%	6,513	0.3%	Industrials
ACN Accenture	$4,857,632	$59,678 ▼	-1.2%	19,698	0.3%	Computer and Technology
DFAX Dimensional World ex U.S. Core Equity 2 ETF	$4,840,340	$103,805 ▲	2.2%	154,249	0.3%	ETF
AMLP Alerian MLP ETF	$4,821,004	$9,902 ▼	-0.2%	102,728	0.3%	ETF
HYD VanEck High Yield Muni ETF	$4,660,349	$49,017 ▲	1.1%	91,559	0.3%	ETF
EATON VANCE LTD DURATION INC	$4,494,024	$103,033 ▼	-2.2%	442,761	0.2%	COM
GLD SPDR Gold Shares	$4,486,932	$10,308 ▼	-0.2%	12,623	0.2%	Finance

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