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CIK: 0001950947
Total reported value
$2.1B
$2.1B
394 檔
8.7%
According to the latest 13F quarterly dataset, Cyndeo Wealth Partners, LLC managed an equity portfolio of $2.1B at the end of Q2 2024, spanning 394 distinct U.S. exchange-listed positions.
During Q2 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, AMZN, AGG) accounted for 8.7% of total reported equity market value during Q2 2024.
Showing top 200 holdings (of 394 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.29% | -0.37% | +4.05% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.66% | +0.10% | +2.46% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.54% | -0.01% | +1.77% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.12% | +0.16% | +0.52% | |
| 5 | ABBV | Abbvie Inc | Stock-Healthcare | 1.89% | +0.06% | +2.31% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 1.86% | +0.27% | -6.71% | |
| 7 | FIXD | First Trust Smith Opportunis | ETF-Other | 1.79% | — | +1.49% | |
| 8 | FTGC | First Trust Global Tactical | ETF-Other | 1.37% | -0.23% | -4.34% | |
| 9 | ABT | Abbott Laboratories | Stock-Healthcare | 1.33% | -0.18% | +5.67% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.30% | +0.10% | +862.44% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.27% | +0.06% | +3.65% | |
| 12 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.26% | — | +2.11% | |
| 13 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.26% | -0.01% | +3.88% | |
| 14 | YLD | Principal Act Hi Yld ETF | ETF-Other | 1.25% | -0.07% | +2.87% | |
| 15 | UCON | First Trust Smith Unconstrai | ETF-Other | 1.25% | -0.07% | +2.86% | |
| 16 | FTSL | First Trust Senior Loan ETF | ETF-Other | 1.25% | -0.07% | +2.74% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.11% | -0.01% | +5.77% | |
| 18 | IAU | Ishares Gold Trust | ETF-Commodities | 1.06% | -0.27% | -0.14% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-Other | 1.06% | +0.12% | +14.93% | |
| 20 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.03% | +0.02% | +8.56% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.96% | -0.14% | +8.47% | |
| 22 | VUG | Vanguard Growth ETF | ETF-Other | 0.94% | +0.06% | -4.23% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.93% | +0.07% | +17.03% | |
| 24 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.92% | -0.22% | +6.23% | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 0.86% | -0.02% | +6.04% | |
| 26 | ORCL | Oracle CORP | Stock-Tech | 0.84% | -0.08% | +14.09% | |
| 27 | ACN | Accenture plc | Stock-Tech | 0.84% | -0.02% | +2.18% | |
| 28 | PSLV | Sprott Physical Silver Trust | Stock-Other | 0.82% | -0.19% | +6.32% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.81% | -1.36% | EXIT | |
| 30 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.81% | — | +14.19% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.80% | +0.14% | +3.34% | |
| 32 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.69% | +0.33% | +9.72% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.68% | +0.06% | +1.24% | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.67% | -0.01% | +6.54% | |
| 35 | URA | Global X Uranium ETF | ETF-Other | 0.67% | -0.12% | +9.47% | |
| 36 | KO | The Coca-Cola Company | Stock-Consumer Staples | 0.65% | — | +45.85% | |
| 37 | CB | Chubb Limited | Stock-Financials | 0.63% | +0.09% | +1.30% | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.61% | -0.11% | -0.87% | |
| 39 | MO | Altria Group Inc | Stock-Consumer Staples | 0.61% | — | +260.78% | |
| 40 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.60% | -0.14% | +9.32% | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.59% | +0.05% | +7.28% | |
| 42 | XEVVX | Eaton Vance LTD Durat Inc | Stock-Other | 0.59% | -0.03% | -0.38% | |
| 43 | STX | Seagate Technology Holdings plc | Stock-Tech | 0.58% | +0.16% | +6.45% | |
| 44 | VTV | Vanguard Value ETF | ETF-Other | 0.57% | — | -4.34% | |
| 45 | NEE | Nextera Energy Inc | Stock-Utilities | 0.57% | -0.09% | +8.90% | |
| 46 | LIN | Linde plc | Stock-Materials | 0.56% | +0.13% | +1.27% | |
| 47 | OKE | Oneok Inc | Stock-Energy | 0.56% | -0.05% | +7.46% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.54% | — | -3.21% | |
| 49 | UNP | Union Pacific CORP | Stock-Industrials | 0.54% | +0.01% | +8.97% | |
| 50 | ARKB | Ark 21shares Bitcoin ETF | ETF-Crypto | 0.54% | -0.14% | +10.68% |
According to official SEC Form 13F filings, Cyndeo Wealth Partners, LLC reported a total U.S. public equity portfolio value of $2.1B across 394 disclosed positions in Q2 2024.
During Q2 2024, Cyndeo Wealth Partners, LLC's top holdings by market value included MSFT (5.3%)、AMZN (2.7%)、AGG (2.5%). The largest single position, MSFT, represented 5.3% of total portfolio value.
In Q2 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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