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CIK: 0001950947
Total reported value
$2.1B
$2.1B
448 檔
9.6%
In Q1 2025, Cyndeo Wealth Partners, LLC's U.S. equity holdings reached a combined market value of $2.1B, distributed across 448 disclosed stock positions.
In Q1 2025, Cyndeo Wealth Partners, LLC displayed an active expansion posture, initiating 8 new positions and adding to 21 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 448 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.04% | -0.37% | +11.14% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.92% | +0.16% | +9.93% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.51% | +0.10% | +2.35% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 2.10% | +0.27% | +39.65% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 1.83% | +0.10% | +25.36% | |
| 6 | ABBV | Abbvie Inc | Stock-Healthcare | 1.78% | +0.06% | -5.27% | |
| 7 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.54% | -0.13% | +10.97% | |
| 8 | ABT | Abbott Laboratories | Stock-Healthcare | 1.54% | -0.18% | -1.24% | |
| 9 | FTGC | First Trust Global Tactical | ETF-Other | 1.48% | -0.23% | +3.95% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.38% | -0.01% | +20.73% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.33% | -0.14% | +15.42% | |
| 12 | FTCB | Ft Core Investment Grade ETF | ETF-Corp Bonds | 1.27% | -0.11% | +7.68% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-Other | 1.26% | +0.12% | +9.34% | |
| 14 | UCON | First Trust Smith Unconstrai | ETF-Other | 1.20% | -0.07% | +7.44% | |
| 15 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 1.19% | -0.08% | +8.92% | |
| 16 | FTSL | First Trust Senior Loan ETF | ETF-Other | 1.16% | -0.07% | +5.46% | |
| 17 | YLD | Principal Act Hi Yld ETF | ETF-Other | 1.16% | -0.07% | +5.57% | |
| 18 | GSY | Invesco Ultra Short Duration | ETF-Other | 1.15% | -0.07% | +7.86% | |
| 19 | IAU | Ishares Gold Trust | ETF-Commodities | 1.08% | -0.27% | -4.01% | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 1.05% | -0.02% | +8.96% | |
| 21 | PHYS | Sprott Physical Gold Trust | Stock-Other | 1.05% | -0.22% | -0.23% | |
| 22 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.00% | -0.14% | +13.43% | |
| 23 | ORCL | Oracle CORP | Stock-Tech | 0.96% | -0.08% | +40.56% | |
| 24 | VUG | Vanguard Growth ETF | ETF-Other | 0.95% | +0.06% | +0.23% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.95% | +0.06% | -10.98% | |
| 26 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.94% | +0.02% | -9.26% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.93% | +0.07% | +2.85% | |
| 28 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.82% | — | -16.09% | |
| 29 | JFR | Nuveen Floating Rate Income | Stock-Other | 0.80% | +0.01% | +241.41% | |
| 30 | KO | The Coca-Cola Company | Stock-Consumer Staples | 0.79% | — | +13.90% | |
| 31 | PSLV | Sprott Physical Silver Trust | Stock-Other | 0.79% | -0.19% | +1.84% | |
| 32 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.75% | +0.33% | +27.37% | |
| 33 | MS | Morgan Stanley | Stock-Financials | 0.73% | +0.12% | +6.33% | |
| 34 | MO | Altria Group Inc | Stock-Consumer Staples | 0.73% | — | +4.61% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.70% | +0.14% | +8.79% | |
| 36 | BIT | Blackrock Multi-sector Inc | Stock-Other | 0.70% | -0.04% | +30.15% | |
| 37 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.69% | -0.14% | +10.70% | |
| 38 | ARKB | Ark 21shares Bitcoin ETF | ETF-Crypto | 0.68% | -0.14% | -9.65% | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.67% | -0.11% | -0.55% | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.66% | +0.05% | -3.90% | |
| 41 | UNP | Union Pacific CORP | Stock-Industrials | 0.65% | +0.01% | -13.05% | |
| 42 | ADP | Automatic Data Processing | Stock-Tech | 0.62% | — | +11.50% | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.61% | -0.01% | -1.43% | |
| 44 | URA | Global X Uranium ETF | ETF-Other | 0.59% | -0.12% | +3.61% | |
| 45 | VTV | Vanguard Value ETF | ETF-Other | 0.58% | — | +0.26% | |
| 46 | OKE | Oneok Inc | Stock-Energy | 0.56% | -0.05% | -1.05% | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.56% | +0.06% | +55.29% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.55% | -1.36% | EXIT | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.55% | +0.03% | -12.82% | |
| 50 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.55% | -0.19% | -41.57% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JFR | Nuveen Floating Rate Income | +0.5% | +241.41% | Add |
| 2 | IPG | Interpublic Group Of Cos Inc | +0.5% | NEW | New buy |
| 3 | CNH | CNH Industrial N.V. | +0.5% | NEW | New buy |
| 4 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | +0.5% | NEW | New buy |
| 5 | NTR | Nutrien LTD | +0.5% | NEW | New buy |
| 6 | CMA | Comerica Inc | +0.4% | NEW | New buy |
| 7 | AMGN | Amgen Inc | +0.4% | +955.60% | Add |
| 8 | OMF | Onemain Holdings Inc | +0.4% | NEW | New buy |
| 9 | AXP | American Express Co | +0.4% | +1017.04% | Add |
| 10 | IWF | Ishares Russell 1000 Growth | +0.3% | +229.44% | Add |
| 11 | JPM | Jpmorgan Chase & Co | +0.2% | +20.73% | Add |
| 12 | IWY | Ishares Russell Top 200 Grow | +0.2% | +888.80% | Add |
| 13 | MDY | State Street Spdr S&p Midcap | +0.2% | +142.43% | Add |
| 14 | WMT | Walmart Inc | +0.2% | +139.81% | Add |
| 15 | JBL | Jabil Inc | +0.2% | NEW | New buy |
| 16 | JAVA | Jpmorgan Active Value ETF | +0.2% | NEW | New buy |
| 17 | ABT | Abbott Laboratories | +0.2% | -1.24% | Trim |
| 18 | KO | The Coca-Cola Company | +0.2% | +13.90% | Add |
| 19 | PDI | Pimco Dynamic Income Fund | +0.2% | +46.11% | Add |
| 20 | CB | Chubb Limited | +0.2% | +37.65% | Add |
| 21 | ABBV | Abbvie Inc | +0.1% | -5.27% | Trim |
| 22 | FBND | Fidelity Total Bond ETF | +0.1% | +10.97% | Add |
| 23 | PHYS | Sprott Physical Gold Trust | +0.1% | -0.23% | Trim |
| 24 | BIT | Blackrock Multi-sector Inc | +0.1% | +30.15% | Add |
| 25 | PSX | Phillips 66 | +0.1% | +63.96% | Add |
| 26 | META | Meta Platforms Inc-class A | +0.1% | +15.42% | Add |
| 27 | PSLV | Sprott Physical Silver Trust | +0.1% | +1.84% | Add |
| 28 | VZ | Verizon Communications Inc | +0.1% | +10.70% | Add |
| 29 | ORCL | Oracle CORP | +0.1% | +40.56% | Add |
| 30 | FTGC | First Trust Global Tactical | +0.1% | +3.95% | Add |
| 31 | AMAT | Applied Materials Inc | -0.1% | -87.82% | Trim |
| 32 | WCN | Waste Connections Inc | -0.2% | -91.98% | Trim |
| 33 | ADI | Analog Devices Inc | -0.2% | -19.20% | Trim |
| 34 | CRM | Salesforce Inc | -0.2% | -15.34% | Trim |
| 35 | ARKB | Ark 21shares Bitcoin ETF | -0.2% | -9.65% | Trim |
| 36 | TSLA | Tesla Inc | -0.2% | +5.48% | Add |
| 37 | ACN | Accenture plc | -0.3% | -28.72% | Trim |
| 38 | TSN | Tyson Foods Inc-cl A | -0.3% | EXIT | Sold out |
| 39 | PLTR | Palantir Technologies Inc-a | -0.3% | -41.57% | Trim |
| 40 | WU | Western Union Co | -0.4% | EXIT | Sold out |
| 41 | GOOGL | Alphabet Inc-cl A | -0.4% | -10.98% | Trim |
| 42 | AMZN | Amazon.com Inc | -0.4% | +2.35% | Add |
| 43 | GIS | General Mills Inc | -0.4% | -94.75% | Trim |
| 44 | LGOV | First Tr Long Duration O-etf | -0.4% | EXIT | Sold out |
| 45 | FNF | Fidelity National Financial | -0.4% | -96.95% | Trim |
| 46 | VTRS | Viatris Inc | -0.5% | EXIT | Sold out |
| 47 | SLG | Sl Green Realty CORP | -0.5% | EXIT | Sold out |
| 48 | HON | Honeywell International Inc | -0.5% | -83.96% | Trim |
| 49 | DLR | Digital Realty Trust Inc | -0.5% | -88.66% | Trim |
| 50 | BLK | Blackrock Inc | -0.5% | -87.27% | 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 448 disclosed positions in Q1 2025.
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 9.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
IPG
市值: $7.5M
Top Position Liquidated / Trimmed
VTRS
前期市值: $7.0M
During Q1 2025, Cyndeo Wealth Partners, LLC's top holdings by market value included MSFT (4.0%)、AAPL (2.9%)、AMZN (2.5%). The largest single position, MSFT, represented 4.0% of total portfolio value.
In Q1 2025, Cyndeo Wealth Partners, LLC made 50 total portfolio adjustments, initiating 8 new buys, adding to 21 positions, trimming 16 holdings, and fully liquidating 5 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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