Cyndeo Wealth Partners, LLC Top Holdings and 13F Report (2026)

About Cyndeo Wealth Partners, LLC

Investment Activity

Cyndeo Wealth Partners, LLC has $1.90 billion in total holdings as of March 31, 2026.
Cyndeo Wealth Partners, LLC owns shares of 478 different stocks, but just 112 companies or ETFs make up 80% of its holdings.
Approximately 16.15% of the portfolio was purchased this quarter.
About 11.70% of the portfolio was sold this quarter.
This quarter, Cyndeo Wealth Partners, LLC has purchased 477 new stocks and bought additional shares in 240 stocks.
Cyndeo Wealth Partners, LLC sold shares of 159 stocks and completely divested from 43 stocks this quarter.

Largest Holdings

Microsoft: $71,288,937
Apple: $57,310,428
NVIDIA: $54,956,122
Broadcom: $52,614,974
Amazon.com: $40,661,847

Largest New Holdings this Quarter

500754106 - Kraft Heinz: $9,100,641 Holding
189054109 - Clorox: $8,219,008 Holding
032095101 - Amphenol: $4,270,610 Holding
013872106 - Alcoa: $4,071,936 Holding
F92124100 - TOTALENERGIES SE: $3,155,368 Holding

Largest Purchases this Quarter

ExxonMobil: 72,594 shares (about $12.32M)
Pfizer: 415,587 shares (about $11.67M)
Chevron: 53,658 shares (about $11.10M)
AT&T: 355,583 shares (about $10.31M)
Bristol Myers Squibb: 166,653 shares (about $10.11M)

Largest Sales this Quarter

SPROTT PHYSICAL SILVER TR: 511,692 shares (about $12.48M)
Johnson & Johnson: 48,688 shares (about $11.90M)
Williams Companies: 144,349 shares (about $10.51M)
Target: 86,129 shares (about $10.44M)
Amgen: 24,041 shares (about $8.46M)

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	$71,288,937	$8,155,229 ▲	12.9%	192,584	3.8%	Computer and Technology
AAPL Apple	$57,310,428	$4,091,608 ▲	7.7%	225,818	3.0%	Computer and Technology
NVDA NVIDIA	$54,956,122	$4,396,106 ▲	8.7%	315,115	2.9%	Computer and Technology
AVGO Broadcom	$52,614,974	$3,707,939 ▼	-6.6%	169,994	2.8%	Computer and Technology
AMZN Amazon.com	$40,661,847	$2,743,752 ▼	-6.3%	195,236	2.1%	Retail/Wholesale
FTGC First Trust Global Tactical Commodity Strategy Fund	$32,521,235	$5,391,166 ▲	19.9%	1,132,749	1.7%	Manufacturing
ABBV AbbVie	$29,775,709	$1,090,931 ▲	3.8%	136,906	1.6%	Medical
FBND Fidelity Total Bond ETF	$29,439,080	$4,306,527 ▲	17.1%	645,311	1.5%	ETF
GOOGL Alphabet	$29,136,132	$240,400 ▼	-0.8%	101,322	1.5%	Computer and Technology
XOM ExxonMobil	$25,762,772	$12,316,332 ▲	91.6%	151,849	1.4%	Energy
VB Vanguard Small-Cap ETF	$25,395,351	$1,136,214 ▲	4.7%	96,958	1.3%	ETF
FIRST TR EXCHANGE-TRADED FD	$25,253,008	$4,732,873 ▲	23.1%	1,204,819	1.3%	CORE INVESTMENT
JPM JPMorgan Chase & Co.	$22,798,572	$5,437,546 ▼	-19.3%	77,504	1.2%	Finance
IAU iShares Gold Trust	$21,847,811	$1,572,334 ▼	-6.7%	247,820	1.1%	Finance
UCON First Trust TCW Unconstrained Plus Bond ETF	$20,804,746	$1,640,864 ▲	8.6%	839,917	1.1%	ETF
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$20,493,042	$1,437,525 ▲	7.5%	385,063	1.1%	Manufacturing
TSM Taiwan Semiconductor Manufacturing	$20,361,327	$5,542,674 ▼	-21.4%	60,250	1.1%	Computer and Technology
YLD Principal Active High Yield ETF	$20,302,053	$1,875,808 ▲	10.2%	1,070,783	1.1%	ETF
GSY Invesco Ultra Short Duration ETF	$20,220,652	$1,891,227 ▲	10.3%	403,445	1.1%	ETF
FTSL First Trust Senior Loan ETF	$20,062,084	$1,967,080 ▲	10.9%	447,814	1.1%	Manufacturing
SPROTT PHYSICAL GOLD TR	$19,956,209	$4,725,325 ▼	-19.1%	563,098	1.0%	UNIT
JNJ Johnson & Johnson	$19,883,545	$11,901,332 ▼	-37.4%	81,343	1.0%	Medical
META Meta Platforms	$19,043,277	$855,331 ▲	4.7%	33,285	1.0%	Computer and Technology
TJX TJX Companies	$18,004,448	$1,942,115 ▲	12.1%	112,739	0.9%	Retail/Wholesale
VUG Vanguard Growth ETF	$16,829,411	$438,534 ▲	2.7%	38,530	0.9%	ETF
ORCL Oracle	$16,825,782	$1,850,930 ▲	12.4%	114,376	0.9%	Computer and Technology
ABT Abbott Laboratories	$16,730,060	$296,613 ▲	1.8%	162,950	0.9%	Medical
LLY Eli Lilly and Company	$16,526,254	$2,785,954 ▲	20.3%	17,968	0.9%	Medical
IVV iShares Core S&P 500 ETF	$16,054,203	$286,111 ▲	1.8%	24,577	0.8%	ETF
RTX RTX	$15,227,501	$3,794,530 ▲	33.2%	78,940	0.8%	Aerospace
HD Home Depot	$15,005,089	$112,810 ▼	-0.7%	45,623	0.8%	Retail/Wholesale
PFE Pfizer	$14,510,355	$11,669,672 ▲	410.8%	516,751	0.8%	Medical
CVX Chevron	$14,048,579	$11,101,895 ▲	376.8%	67,900	0.7%	Energy
URA Global X Uranium ETF	$14,013,918	$5,995,449 ▼	-30.0%	289,364	0.7%	ETF
SPY SPDR S&P 500 ETF Trust	$13,938,631	$384,998 ▼	-2.7%	21,433	0.7%	Finance
ARK 21SHARES BITCOIN ETF	$13,627,731	$4,321,995 ▲	46.4%	605,946	0.7%	SHS BEN INT
JFR Nuveen Floating Rate Income Fund	$13,501,182	$1,993,552 ▲	17.3%	1,795,370	0.7%	Financial Services
SPROTT PHYSICAL SILVER TR	$13,293,404	$12,480,168 ▼	-48.4%	545,035	0.7%	TR UNIT
MO Altria Group	$12,955,123	$25,670 ▲	0.2%	196,319	0.7%	Consumer Staples
VZ Verizon Communications	$12,779,092	$251,602 ▲	2.0%	254,564	0.7%	Computer and Technology
MRK Merck & Co., Inc.	$12,569,896	$2,235,701 ▼	-15.1%	104,497	0.7%	Medical
NEE NextEra Energy	$12,431,906	$1,139,453 ▲	10.1%	133,849	0.7%	Utilities
PALANTIR TECHNOLOGIES INC	$12,210,542	$127,556 ▼	-1.0%	83,474	0.6%	CL A
ADI Analog Devices	$11,925,226	$356,955 ▼	-2.9%	37,484	0.6%	Computer and Technology
T AT&T	$11,273,826	$10,308,344 ▲	1,067.7%	388,887	0.6%	Computer and Technology
LINDE PLC	$11,218,070	$2,910,610 ▲	35.0%	22,628	0.6%	SHS
BIT BlackRock Multi-Sector Income Trust	$11,016,110	$529,596 ▲	5.1%	879,881	0.6%	Financial Services
MS Morgan Stanley	$10,998,468	$4,400,078 ▼	-28.6%	66,832	0.6%	Finance
DUK Duke Energy	$10,996,039	$2,856,315 ▲	35.1%	83,978	0.6%	Utilities
KMI Kinder Morgan	$10,879,920	$465,564 ▲	4.5%	324,483	0.6%	Energy
AEP American Electric Power	$10,861,739	$2,488,960 ▲	29.7%	82,863	0.6%	Utilities
OKE ONEOK	$10,732,725	$9,802,612 ▲	1,053.9%	118,738	0.6%	Energy
BMY Bristol Myers Squibb	$10,653,600	$10,107,507 ▲	1,850.9%	175,657	0.6%	Medical
VTI Vanguard Total Stock Market ETF	$10,647,571	$35,610 ▼	-0.3%	33,190	0.6%	ETF
PDI PIMCO Dynamic Income Fund	$10,605,154	$2,530,569 ▲	31.3%	619,822	0.6%	Financial Services
CSCO Cisco Systems	$10,383,663	$8,130,366 ▲	360.8%	133,827	0.5%	Computer and Technology
MCD McDonald's	$10,369,015	$1,527,552 ▲	17.3%	33,363	0.5%	Retail/Wholesale
GOOG Alphabet	$10,350,189	$164,658 ▲	1.6%	36,081	0.5%	Computer and Technology
DTE DTE Energy	$10,263,406	$799,672 ▲	8.4%	70,192	0.5%	Utilities
VTV Vanguard Value ETF	$10,254,460	$352,574 ▲	3.6%	52,265	0.5%	ETF
MDY SPDR S&P MidCap 400 ETF Trust	$9,913,183	$123,352 ▼	-1.2%	16,073	0.5%	ETF
ZROZ PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund	$9,568,748	$2,658,789 ▲	38.5%	149,488	0.5%	ETF
CB Chubb	$9,438,218	$1,282,526 ▲	15.7%	28,958	0.5%	Finance
ETN Eaton	$9,403,401	$6,512,385 ▲	225.3%	26,291	0.5%	Industrials
MET MetLife	$9,384,752	$8,997,136 ▲	2,321.1%	132,703	0.5%	Finance
UGI UGI	$9,133,115	$428,663 ▼	-4.5%	250,772	0.5%	Utilities
V Visa	$9,122,410	$55,309 ▼	-0.6%	30,183	0.5%	Business Services
UNP Union Pacific	$9,120,999	$454,424 ▲	5.2%	37,594	0.5%	Transportation
KHC Kraft Heinz	$9,100,641	$9,100,641 ▲	New Holding	404,653	0.5%	Consumer Staples
TXN Texas Instruments	$9,072,191	$3,070,528 ▲	51.2%	46,730	0.5%	Computer and Technology
O Realty Income	$9,059,106	$8,637,453 ▲	2,048.5%	148,073	0.5%	Finance
KO CocaCola	$8,919,831	$321,463 ▼	-3.5%	117,289	0.5%	Consumer Staples
AXP American Express	$8,852,304	$1,946,140 ▼	-18.0%	29,266	0.5%	Finance
PLD Prologis	$8,715,218	$945,622 ▲	12.2%	65,934	0.5%	Finance
SJM J. M. Smucker	$8,680,689	$1,371,092 ▲	18.8%	90,011	0.5%	Consumer Staples
TSLA Tesla	$8,660,579	$70,632 ▼	-0.8%	23,297	0.5%	Auto/Tires/Trucks
BLACKROCK INC	$8,414,373	$5,070,359 ▲	151.6%	8,749	0.4%	COM
CLX Clorox	$8,219,008	$8,219,008 ▲	New Holding	79,311	0.4%	Consumer Staples
GIS General Mills	$8,089,109	$7,871,893 ▲	3,624.0%	217,332	0.4%	Consumer Staples
IWF iShares Russell 1000 Growth ETF	$8,068,508	$643,451 ▼	-7.4%	18,922	0.4%	ETF
WALMART INC	$7,594,393	$322,632 ▲	4.4%	61,107	0.4%	COM
CAT Caterpillar	$7,466,875	$1,963,066 ▼	-20.8%	10,540	0.4%	Industrials
MLN VanEck Long Muni ETF	$7,389,041	$1,364,190 ▲	22.6%	423,684	0.4%	ETF
TT Trane Technologies	$6,699,611	$187,536 ▲	2.9%	16,076	0.4%	Construction
DYNF iShares U.S. Equity Factor Rotation Active ETF	$6,389,560	$653,827 ▲	11.4%	109,824	0.3%	ETF
JAVA JPMorgan Active Value ETF	$6,009,637	$1,422,946 ▲	31.0%	83,758	0.3%	ETF
FBCG Fidelity Blue Chip Growth ETF	$5,891,907	$203,838 ▼	-3.3%	117,556	0.3%	ETF
HYD VanEck High Yield Muni ETF	$5,775,729	$951,357 ▲	19.7%	115,192	0.3%	ETF
MA Mastercard	$5,757,510	$532,131 ▲	10.2%	11,523	0.3%	Business Services
AMLP Alerian MLP ETF	$5,743,925	$9,686 ▲	0.2%	109,117	0.3%	ETF
BINC iShares Flexible Income Active ETF	$5,557,920	$233,789 ▼	-4.0%	107,027	0.3%	ETF
BLACKROCK ETF TRUST II	$5,314,067	$1,375,909 ▼	-20.6%	105,879	0.3%	ISHARES TOTAL RE
MARSH & MCLENNAN COS INC	$5,269,740	$2,073,935 ▲	64.9%	30,382	0.3%	COM
GLD SPDR Gold Shares	$5,224,779	$179,007 ▼	-3.3%	12,142	0.3%	Finance
GOVT iShares U.S. Treasury Bond ETF	$5,004,142	$2,940,569 ▲	142.5%	218,426	0.3%	ETF
TCW ETF TRUST	$4,983,622	$105,685 ▲	2.2%	50,975	0.3%	TRANSFORM SYSTEM
IBMP iShares iBonds Dec 2027 Term Muni Bond ETF	$4,938,507	$1,444,837 ▲	41.4%	194,124	0.3%	ETF
IBMO iShares iBonds Dec 2026 Term Muni Bond ETF	$4,862,254	$1,112,294 ▲	29.7%	189,709	0.3%	ETF
TTAC FCF US Quality ETF	$4,859,075	$2,211,031 ▼	-31.3%	68,303	0.3%	ETF
DIMENSIONAL ETF TRUST	$4,840,460	$165,424 ▲	3.5%	67,154	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 (2026)

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 (2026)

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