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CIK: 0001950947
Total reported value
$2.1B
$2.1B
441 檔
9.9%
The Q4 2024 SEC filing reveals that Cyndeo Wealth Partners, LLC held a total portfolio value of $2.1B, covering 441 public equity positions.
In Q4 2024, Cyndeo Wealth Partners, LLC displayed an active expansion posture, initiating 8 new positions and adding to 23 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 441 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.20% | -0.37% | +1.59% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.09% | +0.16% | +4.39% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.91% | +0.10% | +1.01% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 2.14% | +0.27% | -0.55% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 1.86% | +0.10% | +3.37% | |
| 6 | ABBV | Abbvie Inc | Stock-Healthcare | 1.64% | +0.06% | +0.70% | |
| 7 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.40% | -0.13% | -3.88% | |
| 8 | FTGC | First Trust Global Tactical | ETF-Other | 1.38% | -0.23% | +4.05% | |
| 9 | ABT | Abbott Laboratories | Stock-Healthcare | 1.37% | -0.18% | +1.23% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.35% | +0.06% | -0.40% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-Other | 1.29% | +0.12% | +13.10% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.20% | -0.14% | +3.36% | |
| 13 | FTCB | Ft Core Investment Grade ETF | ETF-Corp Bonds | 1.20% | -0.11% | — | |
| 14 | FTSL | First Trust Senior Loan ETF | ETF-Other | 1.15% | -0.07% | +1.00% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.15% | -0.01% | +2.54% | |
| 16 | UCON | First Trust Smith Unconstrai | ETF-Other | 1.14% | -0.07% | +3.43% | |
| 17 | YLD | Principal Act Hi Yld ETF | ETF-Other | 1.14% | -0.07% | +1.86% | |
| 18 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 1.10% | -0.08% | +2.48% | |
| 19 | GSY | Invesco Ultra Short Duration | ETF-Other | 1.10% | -0.07% | +2.37% | |
| 20 | VUG | Vanguard Growth ETF | ETF-Other | 1.08% | +0.06% | +0.23% | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 1.06% | -0.02% | +2.20% | |
| 22 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.03% | +0.02% | +4.41% | |
| 23 | IAU | Ishares Gold Trust | ETF-Commodities | 0.97% | -0.27% | -6.77% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.97% | +0.07% | +7.11% | |
| 25 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.91% | -0.22% | +1.76% | |
| 26 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.90% | -0.14% | +27.76% | |
| 27 | ARKB | Ark 21shares Bitcoin ETF | ETF-Crypto | 0.88% | -0.14% | +15.29% | |
| 28 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.87% | — | -0.36% | |
| 29 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.87% | -0.19% | -0.69% | |
| 30 | ORCL | Oracle CORP | Stock-Tech | 0.84% | -0.08% | +1.70% | |
| 31 | MS | Morgan Stanley | Stock-Financials | 0.77% | +0.12% | +0.34% | |
| 32 | UNP | Union Pacific CORP | Stock-Industrials | 0.75% | +0.01% | +5.04% | |
| 33 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.72% | +0.33% | +0.12% | |
| 34 | URA | Global X Uranium ETF | ETF-Other | 0.69% | -0.12% | +1.43% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.69% | +0.03% | +10.12% | |
| 36 | ACN | Accenture plc | Stock-Tech | 0.67% | -0.02% | +2.58% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.67% | -1.36% | EXIT | |
| 38 | PSLV | Sprott Physical Silver Trust | Stock-Other | 0.66% | -0.19% | +2.78% | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.63% | +0.05% | +1.08% | |
| 40 | KO | The Coca-Cola Company | Stock-Consumer Staples | 0.63% | — | +3.67% | |
| 41 | MO | Altria Group Inc | Stock-Consumer Staples | 0.63% | — | +3.53% | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.62% | -0.01% | +2.91% | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.62% | +0.14% | +7.52% | |
| 44 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.62% | +0.03% | +8.29% | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.61% | -0.11% | +3.89% | |
| 46 | ADI | Analog Devices Inc | Stock-Tech | 0.60% | +0.10% | +1.58% | |
| 47 | BLK | Blackrock Inc | Stock-Financials | 0.60% | -0.03% | — | |
| 48 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.59% | — | +6.08% | |
| 49 | OKE | Oneok Inc | Stock-Energy | 0.59% | -0.05% | +1.40% | |
| 50 | NEE | Nextera Energy Inc | Stock-Utilities | 0.58% | -0.09% | +8.30% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FTCB | Ft Core Investment Grade ETF | +1.2% | NEW | New buy |
| 2 | BLK | Blackrock Inc | +0.6% | NEW | New buy |
| 3 | UGI | Ugi CORP | +0.5% | NEW | New buy |
| 4 | AVGO | Broadcom Inc | +0.5% | -0.55% | Trim |
| 5 | PLTR | Palantir Technologies Inc-a | +0.4% | -0.69% | Trim |
| 6 | LGOV | First Tr Long Duration O-etf | +0.4% | NEW | New buy |
| 7 | AMZN | Amazon.com Inc | +0.4% | +1.01% | Add |
| 8 | ARKB | Ark 21shares Bitcoin ETF | +0.3% | +15.29% | Add |
| 9 | TSN | Tyson Foods Inc-cl A | +0.3% | NEW | New buy |
| 10 | AAPL | Apple Inc | +0.3% | +4.39% | Add |
| 11 | TSLA | Tesla Inc | +0.2% | +8.29% | Add |
| 12 | PDI | Pimco Dynamic Income Fund | +0.2% | +254.78% | Add |
| 13 | TJX | Tjx Companies Inc | +0.2% | +27.76% | Add |
| 14 | NVDA | Nvidia CORP | +0.2% | +3.37% | Add |
| 15 | IBMQ | Ishares Ibonds Dec 2028 Muni | +0.2% | NEW | New buy |
| 16 | AMLP | Alerian Mlp ETF | +0.1% | +65.66% | Add |
| 17 | VB | Vanguard Small-cap ETF | +0.1% | +13.10% | Add |
| 18 | JPM | Jpmorgan Chase & Co | +0.1% | +2.54% | Add |
| 19 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.40% | Trim |
| 20 | MS | Morgan Stanley | +0.1% | +0.34% | Add |
| 21 | URI | United Rentals Inc | +0.1% | NEW | New buy |
| 22 | KMI | Kinder Morgan, Inc. | +0.1% | +1.49% | Add |
| 23 | BIT | Blackrock Multi-sector Inc | +0.1% | +28.77% | Add |
| 24 | FXO | First Trust Financial Alphad | +0.1% | NEW | New buy |
| 25 | WMB | Williams Cos Inc | +0.1% | +1.69% | Add |
| 26 | V | Visa Inc-class A Shares | +0.1% | +1.08% | Add |
| 27 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +0.12% | Add |
| 28 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +10.12% | Add |
| 29 | CRM | Salesforce Inc | +0.1% | -2.21% | Trim |
| 30 | IVV | Ishares Core S&p 500 ETF | +0.1% | +7.11% | Add |
| 31 | VUG | Vanguard Growth ETF | 0% | +0.23% | Add |
| 32 | FTGC | First Trust Global Tactical | 0% | +4.05% | Add |
| 33 | JFR | Nuveen Floating Rate Income | -0.1% | -24.13% | Trim |
| 34 | AMD | Advanced Micro Devices | -0.1% | +0.04% | Add |
| 35 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.1% | -57.43% | Trim |
| 36 | TTEN | Totalenergies Se -spon Adr | -0.1% | -33.54% | Trim |
| 37 | IAU | Ishares Gold Trust | -0.1% | -6.77% | Trim |
| 38 | GOOG | Alphabet Inc-cl C | -0.1% | -29.82% | Trim |
| 39 | XEVVX | Eaton Vance LTD Durat Inc | -0.1% | -13.25% | Trim |
| 40 | FTXL | First Trust Nasdaq Semicondu | -0.2% | EXIT | Sold out |
| 41 | UNH | Unitedhealth Group Inc | -0.2% | +4.41% | Add |
| 42 | AIG | American International Group | -0.2% | EXIT | Sold out |
| 43 | KO | Coca-cola Co/the | -0.2% | -0.36% | Trim |
| 44 | FBND | Fidelity Total Bond ETF | -0.2% | -3.88% | Trim |
| 45 | ABBV | Abbvie Inc | -0.2% | +0.70% | Add |
| 46 | TLT | iShares 20+ Year Treasury Bond ETF | -0.3% | EXIT | Sold out |
| 47 | ALLY | Ally Financial Inc | -0.4% | EXIT | Sold out |
| 48 | COP | Conocophillips | -0.4% | -89.20% | Trim |
| 49 | EDV | Vanguard Extended Dur Treas | -0.5% | -96.14% | Trim |
| 50 | FIXD | First Trust Smith Opportunis | -1.3% | -92.97% | 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 441 disclosed positions in Q4 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 9.9% of total reported equity market value during Q4 2024.
Top New Position Initiated
FTCB
市值: $17.7M
Top Position Liquidated / Trimmed
ALLY
前期市值: $5.8M
During Q4 2024, Cyndeo Wealth Partners, LLC's top holdings by market value included MSFT (4.2%)、AAPL (3.1%)、AMZN (2.9%). The largest single position, MSFT, represented 4.2% of total portfolio value.
In Q4 2024, Cyndeo Wealth Partners, LLC made 50 total portfolio adjustments, initiating 8 new buys, adding to 23 positions, trimming 15 holdings, and fully liquidating 4 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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