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CIK: 0001950947
Total reported value
$2.1B
$2.1B
444 檔
9.0%
During the Q3 2024 filing period, Cyndeo Wealth Partners, LLC (CIK: 0001950947) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.1B across 444 reported positions.
In Q3 2024, Cyndeo Wealth Partners, LLC displayed an active expansion posture, initiating 10 new positions and adding to 21 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 444 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.36% | -0.37% | -4.02% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.84% | +0.16% | +36.02% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.53% | +0.10% | +10.88% | |
| 4 | ABBV | Abbvie Inc | Stock-Healthcare | 1.88% | +0.06% | -3.49% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 1.68% | +0.10% | +48.02% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 1.66% | +0.27% | +830.22% | |
| 7 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.57% | -0.13% | +614.06% | |
| 8 | FIXD | First Trust Smith Opportunis | ETF-Other | 1.41% | — | -15.87% | |
| 9 | ABT | Abbott Laboratories | Stock-Healthcare | 1.41% | -0.18% | +7.93% | |
| 10 | FTGC | First Trust Global Tactical | ETF-Other | 1.35% | -0.23% | +11.60% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.23% | +0.06% | +18.79% | |
| 12 | YLD | Principal Act Hi Yld ETF | ETF-Other | 1.18% | -0.07% | +2.99% | |
| 13 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.18% | +0.02% | +11.42% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.17% | -0.14% | +20.25% | |
| 15 | FTSL | First Trust Senior Loan ETF | ETF-Other | 1.17% | -0.07% | +4.30% | |
| 16 | UCON | First Trust Smith Unconstrai | ETF-Other | 1.16% | -0.07% | +1.29% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-Other | 1.16% | +0.12% | +13.05% | |
| 18 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 1.16% | -0.08% | +3764.71% | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 1.11% | -0.02% | +23.58% | |
| 20 | GSY | Invesco Ultra Short Duration | ETF-Other | 1.11% | -0.07% | — | |
| 21 | IAU | Ishares Gold Trust | ETF-Commodities | 1.08% | -0.27% | +1.22% | |
| 22 | VUG | Vanguard Growth ETF | ETF-Other | 1.05% | +0.06% | +21.55% | |
| 23 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.04% | — | +28.55% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.02% | -0.01% | -1.43% | |
| 25 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.93% | -0.22% | +0.44% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.92% | +0.07% | +4.99% | |
| 27 | ORCL | Oracle CORP | Stock-Tech | 0.87% | -0.08% | -4.00% | |
| 28 | UNP | Union Pacific CORP | Stock-Industrials | 0.79% | +0.01% | +50.43% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.75% | -1.36% | EXIT | |
| 30 | URA | Global X Uranium ETF | ETF-Other | 0.75% | -0.12% | +27.30% | |
| 31 | PSLV | Sprott Physical Silver Trust | Stock-Other | 0.72% | -0.19% | -6.25% | |
| 32 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.71% | -0.14% | +101.85% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.68% | +0.14% | -2.38% | |
| 34 | ACN | Accenture plc | Stock-Tech | 0.68% | -0.02% | -21.65% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.68% | -0.11% | +11.98% | |
| 36 | ADI | Analog Devices Inc | Stock-Tech | 0.66% | +0.10% | +66.89% | |
| 37 | MS | Morgan Stanley | Stock-Financials | 0.65% | +0.12% | +75.71% | |
| 38 | NEE | Nextera Energy Inc | Stock-Utilities | 0.65% | -0.09% | +8.49% | |
| 39 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.65% | +0.33% | +6.22% | |
| 40 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.65% | -0.01% | +2.87% | |
| 41 | KO | The Coca-Cola Company | Stock-Consumer Staples | 0.65% | — | +3.33% | |
| 42 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.64% | -0.14% | +9.67% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.63% | +0.03% | +25.86% | |
| 44 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.62% | — | +105.97% | |
| 45 | MO | Altria Group Inc | Stock-Consumer Staples | 0.61% | — | -0.08% | |
| 46 | VTV | Vanguard Value ETF | ETF-Other | 0.60% | — | +8.16% | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.58% | +0.06% | +4.18% | |
| 48 | XEVVX | Eaton Vance LTD Durat Inc | Stock-Other | 0.57% | -0.03% | — | |
| 49 | V | Visa Inc-class A Shares | Stock-Financials | 0.56% | +0.05% | +1.45% | |
| 50 | HON | Honeywell International Inc | Stock-Industrials | 0.56% | -0.07% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FBND | Fidelity Total Bond ETF | +1.3% | +614.06% | Add |
| 2 | IGIB | Ishares 5-10y Inv Grade CORP | +1.1% | +3764.71% | Add |
| 3 | GSY | Invesco Ultra Short Duration | +1.1% | NEW | New buy |
| 4 | AAPL | Apple Inc | +0.7% | +36.02% | Add |
| 5 | GIS | General Mills Inc | +0.5% | +1904.64% | Add |
| 6 | TFC | Truist Financial CORP | +0.5% | +900.98% | Add |
| 7 | PLTR | Palantir Technologies Inc-a | +0.4% | NEW | New buy |
| 8 | JWNUSD | Nordstrom Inc | +0.4% | NEW | New buy |
| 9 | WU | Western Union Co | +0.4% | NEW | New buy |
| 10 | CNA | Cna Financial CORP | +0.4% | NEW | New buy |
| 11 | COP | Conocophillips | +0.4% | +1178.88% | Add |
| 12 | BINC | Ishares Flex I A Etf-usd Inc | +0.4% | NEW | New buy |
| 13 | NVDA | Nvidia CORP | +0.4% | +48.02% | Add |
| 14 | TJX | Tjx Companies Inc | +0.3% | +101.85% | Add |
| 15 | HELO | Jpmorgan Hedged Equity ETF | +0.3% | NEW | New buy |
| 16 | UPS | United Parcel Service-cl B | +0.3% | +105.97% | Add |
| 17 | DCOR | Dimensional US Core Eq 1 ETF | +0.3% | NEW | New buy |
| 18 | MS | Morgan Stanley | +0.3% | +75.71% | Add |
| 19 | HD | Home Depot Inc | +0.3% | +23.58% | Add |
| 20 | UNP | Union Pacific CORP | +0.3% | +50.43% | Add |
| 21 | KO | Coca-cola Co/the | +0.2% | +28.55% | Add |
| 22 | ADI | Analog Devices Inc | +0.2% | +66.89% | Add |
| 23 | DFLV | Dim US Large Cap Value ETF | +0.2% | NEW | New buy |
| 24 | META | Meta Platforms Inc-class A | +0.2% | +20.25% | Add |
| 25 | PGR | Progressive CORP | +0.2% | NEW | New buy |
| 26 | CL | Colgate-palmolive Co | +0.2% | +207.97% | Add |
| 27 | UNH | Unitedhealth Group Inc | +0.2% | +11.42% | Add |
| 28 | ADP | Automatic Data Processing | +0.1% | +31.06% | Add |
| 29 | VUG | Vanguard Growth ETF | +0.1% | +21.55% | Add |
| 30 | VB | Vanguard Small-cap ETF | +0.1% | +13.05% | Add |
| 31 | ABT | Abbott Laboratories | +0.1% | +7.93% | Add |
| 32 | ABBV | Abbvie Inc | 0% | -3.49% | Trim |
| 33 | EOG | Eog Resources Inc | -0.2% | -85.23% | Trim |
| 34 | VRT | Vertiv Holdings Co-a | -0.3% | EXIT | Sold out |
| 35 | CB | Chubb Limited | -0.3% | -39.90% | Trim |
| 36 | PYLD | Pimco Multisector Bond Actv | -0.3% | -90.35% | Trim |
| 37 | SBUX | Starbucks CORP | -0.3% | -81.17% | Trim |
| 38 | MU | Micron Technology Inc | -0.3% | -92.25% | Trim |
| 39 | STLA | Stellantis N.V. | -0.4% | EXIT | Sold out |
| 40 | BLKCHF | Blackrock Inc | -0.4% | EXIT | Sold out |
| 41 | BP | Bp Plc-spons Adr | -0.4% | -74.98% | Trim |
| 42 | FIXD | First Trust Smith Opportunis | -0.4% | -15.87% | Trim |
| 43 | ALL | Allstate CORP | -0.4% | -91.92% | Trim |
| 44 | C | Citigroup Inc | -0.5% | -92.55% | Trim |
| 45 | MFC | Manulife Financial CORP | -0.5% | -94.55% | Trim |
| 46 | STX | Seagate Technology Holdings plc | -0.5% | -82.87% | Trim |
| 47 | MSFT | Microsoft CORP | -0.9% | -4.02% | Trim |
| 48 | TIP | Ishares Tips Bond ETF | -1.2% | -96.04% | Trim |
| 49 | STIP | Ishares 0-5 Year Tips Bond E | -1.2% | -96.05% | Trim |
| 50 | AGG | Ishares Core U.s. Aggregate | -2.4% | -93.08% | Trim |
According to official SEC Form 13F filings, Cyndeo Wealth Partners, LLC reported a total U.S. public equity portfolio value of $2.1B across 444 disclosed positions in Q3 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.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, AMZN) accounted for 9.0% of total reported equity market value during Q3 2024.
Top New Position Initiated
GSY
市值: $15.9M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $4.9M
During Q3 2024, Cyndeo Wealth Partners, LLC's top holdings by market value included MSFT (4.4%)、AAPL (2.8%)、AMZN (2.5%). The largest single position, MSFT, represented 4.4% of total portfolio value.
In Q3 2024, Cyndeo Wealth Partners, LLC made 50 total portfolio adjustments, initiating 10 new buys, adding to 21 positions, trimming 16 holdings, and fully liquidating 3 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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