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CIK: 0001950947
Total reported value
$2.1B
$2.1B
380 檔
8.1%
The Q1 2024 SEC filing reveals that Cyndeo Wealth Partners, LLC held a total portfolio value of $2.1B, covering 380 public equity positions.
During Q1 2024, Cyndeo Wealth Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AGG, AMZN) accounted for 8.1% of total reported equity market value during Q1 2024.
Showing top 200 holdings (of 380 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.09% | -0.37% | +1.31% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.67% | -0.01% | +0.50% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.57% | +0.10% | -5.55% | |
| 4 | ABBV | Abbvie Inc | Stock-Healthcare | 2.09% | +0.06% | +0.52% | |
| 5 | FIXD | First Trust Smith Opportunis | ETF-Other | 1.90% | — | +2.06% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 1.82% | +0.16% | -0.18% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 1.75% | +0.27% | +2.43% | |
| 8 | FTGC | First Trust Global Tactical | ETF-Other | 1.51% | -0.23% | +8.88% | |
| 9 | ABT | Abbott Laboratories | Stock-Healthcare | 1.47% | -0.18% | -1.32% | |
| 10 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.32% | — | +2.91% | |
| 11 | FTSL | First Trust Senior Loan ETF | ETF-Other | 1.31% | -0.07% | +2.61% | |
| 12 | UCON | First Trust Smith Unconstrai | ETF-Other | 1.30% | -0.07% | +1.52% | |
| 13 | YLD | Principal Act Hi Yld ETF | ETF-Other | 1.30% | -0.07% | +0.52% | |
| 14 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.29% | -0.01% | +0.47% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.11% | -0.01% | -0.90% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.08% | +0.06% | -3.91% | |
| 17 | IAU | Ishares Gold Trust | ETF-Commodities | 1.08% | -0.27% | -2.63% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.05% | +0.10% | +30.40% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-Other | 1.02% | +0.12% | +662.23% | |
| 20 | ACN | Accenture plc | Stock-Tech | 0.99% | -0.02% | +7.50% | |
| 21 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.98% | +0.02% | -4.22% | |
| 22 | VUG | Vanguard Growth ETF | ETF-Other | 0.96% | +0.06% | -12.24% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 0.96% | -0.02% | +1.99% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.91% | -0.14% | +72.73% | |
| 25 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.88% | -0.22% | +0.04% | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 0.82% | -1.36% | EXIT | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.81% | +0.07% | +28.13% | |
| 28 | PSX | Phillips 66 | Stock-Energy | 0.75% | — | -18.29% | |
| 29 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.72% | — | +6.18% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.71% | -0.11% | -0.35% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.71% | +0.14% | +7.06% | |
| 32 | ORCL | Oracle CORP | Stock-Tech | 0.70% | -0.08% | -3.25% | |
| 33 | PSLV | Sprott Physical Silver Trust | Stock-Other | 0.68% | -0.19% | +3.63% | |
| 34 | CB | Chubb Limited | Stock-Financials | 0.67% | +0.09% | +2.66% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.67% | -0.03% | +5.40% | |
| 36 | IBM | Intl Business Machines CORP | Stock-Tech | 0.66% | — | -4.39% | |
| 37 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.66% | -0.01% | -24.86% | |
| 38 | URA | Global X Uranium ETF | ETF-Other | 0.64% | -0.12% | -10.53% | |
| 39 | VTV | Vanguard Value ETF | ETF-Other | 0.64% | — | -10.36% | |
| 40 | XEVVX | Eaton Vance LTD Durat Inc | Stock-Other | 0.63% | -0.03% | +0.86% | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.63% | +0.05% | -6.75% | |
| 42 | LIN | Linde plc | Stock-Materials | 0.62% | +0.13% | +10.69% | |
| 43 | ARKB | Ark 21shares Bitcoin ETF | ETF-Crypto | 0.61% | -0.14% | — | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.60% | +0.06% | +6.62% | |
| 45 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.59% | -0.14% | +287.35% | |
| 46 | EDV | Vanguard Extended Dur Treas | ETF-Other | 0.58% | — | -1.37% | |
| 47 | UNP | Union Pacific CORP | Stock-Industrials | 0.57% | +0.01% | -16.65% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.57% | — | -0.63% | |
| 49 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.55% | -0.01% | -12.91% | |
| 50 | OKE | Oneok Inc | Stock-Energy | 0.54% | -0.05% | +5.60% |
According to official SEC Form 13F filings, Cyndeo Wealth Partners, LLC reported a total U.S. public equity portfolio value of $2.1B across 380 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
During Q1 2024, Cyndeo Wealth Partners, LLC's top holdings by market value included MSFT (5.1%)、AGG (2.7%)、AMZN (2.6%). The largest single position, MSFT, represented 5.1% of total portfolio value.
In Q1 2024, Cyndeo Wealth Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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