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CIK: 0001950947
Total reported value
$2.2B
$2.2B
465 檔
12.1%
As reported in its official Q2 2025 Form 13F filing, Cyndeo Wealth Partners, LLC's tracked investment portfolio stood at $2.2B with 465 total positions.
In Q2 2025, Cyndeo Wealth Partners, LLC displayed an active expansion posture, initiating 34 new positions and adding to 96 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 465 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.95% | +0.31% | +2.44% | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 3.08% | -0.76% | -1.47% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.68% | -0.32% | +2.27% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.57% | +0.30% | +6.44% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.53% | +0.23% | +3.82% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.68% | -0.20% | +14.46% | |
| 7 | ABT | Abbott Laboratories | Stock-Healthcare | 1.45% | -0.28% | +1.61% | |
| 8 | ABBV | Abbvie Inc | Stock-Healthcare | 1.44% | +0.04% | +1.18% | |
| 9 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.40% | +0.03% | +0.71% | |
| 10 | ORCL | Oracle CORP | Stock-Tech | 1.38% | -0.05% | +1.88% | |
| 11 | FTGC | First Trust Global Tactical | ETF-Other | 1.33% | +0.01% | +2.64% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.31% | +0.22% | -14.69% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-Other | 1.26% | -0.14% | +3.83% | |
| 14 | FTCB | Ft Core Investment Grade ETF | ETF-Corp Bonds | 1.16% | -0.01% | +0.94% | |
| 15 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 1.10% | -0.01% | +0.97% | |
| 16 | UCON | First Trust Smith Unconstrai | ETF-Other | 1.10% | -0.02% | +1.00% | |
| 17 | YLD | Principal Act Hi Yld ETF | ETF-Other | 1.08% | -0.01% | +0.89% | |
| 18 | FTSL | First Trust Senior Loan ETF | ETF-Other | 1.07% | +0.02% | +1.02% | |
| 19 | GSY | Invesco Ultra Short Duration | ETF-Other | 1.05% | +0.01% | +1.18% | |
| 20 | IAU | Ishares Gold Trust | ETF-Commodities | 1.03% | — | -0.02% | |
| 21 | VUG | Vanguard Growth ETF | ETF-Other | 1.03% | -0.09% | +0.64% | |
| 22 | PHYS | Sprott Physical Gold Trust | Stock-Other | 1.01% | +0.10% | +1.04% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.99% | +0.03% | +1.18% | |
| 24 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.96% | -0.32% | +4.62% | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 0.95% | -0.20% | +0.31% | |
| 26 | URA | Global X Uranium ETF | ETF-Other | 0.93% | +0.06% | +3.12% | |
| 27 | JFR | Nuveen Floating Rate Income | Stock-Other | 0.91% | -0.15% | +25.23% | |
| 28 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.90% | +0.11% | -2.44% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.87% | +0.01% | -6.32% | |
| 30 | ARKB | Ark 21shares Bitcoin ETF | ETF-Crypto | 0.82% | +0.31% | +205.69% | |
| 31 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.81% | +0.32% | +0.83% | |
| 32 | MS | Morgan Stanley | Stock-Financials | 0.80% | -0.23% | +0.18% | |
| 33 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.78% | -0.02% | +7.02% | |
| 34 | KO | The Coca-Cola Company | Stock-Consumer Staples | 0.78% | — | +2.22% | |
| 35 | PSLV | Sprott Physical Silver Trust | Stock-Other | 0.76% | +0.18% | +1.95% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.76% | -0.08% | +55.36% | |
| 37 | MO | Altria Group Inc | Stock-Consumer Staples | 0.66% | -0.09% | +2.58% | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.65% | -0.19% | +8.71% | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.63% | -0.04% | +4.46% | |
| 40 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.62% | +0.03% | +4.38% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.61% | -0.02% | +10.50% | |
| 42 | UNP | Union Pacific CORP | Stock-Industrials | 0.59% | +0.10% | +2.12% | |
| 43 | BIT | Blackrock Multi-sector Inc | Stock-Other | 0.58% | -0.03% | -8.87% | |
| 44 | ADP | Automatic Data Processing | Stock-Tech | 0.58% | +0.08% | +1.52% | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.58% | -0.07% | +2.83% | |
| 46 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.56% | -0.08% | +43.34% | |
| 47 | EPR | Epr Properties | Stock-Real Estate | 0.56% | — | +4.21% | |
| 48 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.56% | +0.01% | NEW | |
| 49 | VTV | Vanguard Value ETF | ETF-Other | 0.53% | -0.05% | -0.07% | |
| 50 | WMB | Williams Cos Inc | Stock-Energy | 0.53% | -0.02% | +4.46% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1% | -1.47% | Trim |
| 2 | MSFT | Microsoft CORP | +0.9% | +2.44% | Add |
| 3 | NVDA | Nvidia CORP | +0.7% | +6.44% | Add |
| 4 | HCA | Hca Healthcare Inc | +0.6% | NEW | New buy |
| 5 | LNC | Lincoln National CORP | +0.5% | NEW | New buy |
| 6 | ORCL | Oracle CORP | +0.4% | +1.88% | Add |
| 7 | RITM | Rithm Capital CORP | +0.4% | NEW | New buy |
| 8 | DVN | Devon Energy CORP | +0.4% | NEW | New buy |
| 9 | BG | Bunge Global SA | +0.4% | NEW | New buy |
| 10 | HSY | Hershey Co/the | +0.4% | NEW | New buy |
| 11 | TGT | Target CORP | +0.4% | +1298.40% | Add |
| 12 | URA | Global X Uranium ETF | +0.3% | +3.12% | Add |
| 13 | JPM | Jpmorgan Chase & Co | +0.3% | +14.46% | Add |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +55.36% | Add |
| 15 | PLTR | Palantir Technologies Inc-a | +0.3% | +0.83% | Add |
| 16 | HIG | Hartford Insurance Group Inc | +0.2% | NEW | New buy |
| 17 | ANET | Arista Networks Inc | +0.2% | +987.27% | Add |
| 18 | AMZN | Amazon.com Inc | +0.2% | +2.27% | Add |
| 19 | PGR | Progressive CORP | +0.2% | +83.45% | Add |
| 20 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -2.44% | Trim |
| 21 | MDY | State Street Spdr S&p Midcap | +0.2% | +43.34% | Add |
| 22 | ARKB | Ark 21shares Bitcoin ETF | +0.1% | +205.69% | Add |
| 23 | JFR | Nuveen Floating Rate Income | +0.1% | +25.23% | Add |
| 24 | BLK | Blackrock Inc | +0.1% | +167.00% | Add |
| 25 | KLAC | Kla CORP | +0.1% | NEW | New buy |
| 26 | MSTR | Strategy Inc | +0.1% | +61.74% | Add |
| 27 | FXU | First Trust Utilities Alphad | +0.1% | NEW | New buy |
| 28 | VUG | Vanguard Growth ETF | +0.1% | +0.64% | Add |
| 29 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +174.51% | Add |
| 30 | MS | Morgan Stanley | +0.1% | +0.18% | Add |
| 31 | IWF | Ishares Russell 1000 Growth | +0.1% | +8.32% | Add |
| 32 | TXN | Texas Instruments Inc | +0.1% | +16.57% | Add |
| 33 | IEI | Ishares 3-7 Year Treasury Bo | +0.1% | +90.62% | Add |
| 34 | EUSA | Ishares Msci USA Equal Weigh | +0.1% | NEW | New buy |
| 35 | AXON | Axon Enterprise Inc | +0.1% | NEW | New buy |
| 36 | TTWO | Take-two Interactive Softwre | +0.1% | NEW | New buy |
| 37 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +10.50% | Add |
| 38 | TT | Trane Technologies plc | +0.1% | +0.26% | Add |
| 39 | MUB | Ishares National Muni Bond E | +0.1% | NEW | New buy |
| 40 | ETN | Eaton Corporation plc | +0.1% | +209.05% | Add |
| 41 | DEA | Easterly Government Properti | +0.1% | NEW | New buy |
| 42 | NTR | Nutrien LTD | +0.1% | +4.33% | Add |
| 43 | INTU | Intuit Inc | +0.1% | +1.58% | Add |
| 44 | CSCO | Cisco Systems Inc | +0.1% | +90.25% | Add |
| 45 | IYF | Ishares US Financials ETF | +0.1% | NEW | New buy |
| 46 | GOOGL | Alphabet Inc-cl A | 0% | +1.18% | Add |
| 47 | ADI | Analog Devices Inc | 0% | +3.06% | Add |
| 48 | PWRD | Tcw Transform Systems ETF | 0% | +2.75% | Add |
| 49 | IWY | Ishares Russell Top 200 Grow | 0% | +10.61% | Add |
| 50 | QQQ | Invesco Qqq Trust Series 1 | 0% | +19.74% | Add |
According to official SEC Form 13F filings, Cyndeo Wealth Partners, LLC reported a total U.S. public equity portfolio value of $2.2B across 465 disclosed positions in Q2 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, AVGO, AMZN) accounted for 12.1% of total reported equity market value during Q2 2025.
Top New Position Initiated
HCA
市值: $9.4M
Top Position Liquidated / Trimmed
JWNUSD
前期市值: $7.6M
During Q2 2025, Cyndeo Wealth Partners, LLC's top holdings by market value included MSFT (5.0%)、AVGO (3.1%)、AMZN (2.7%). The largest single position, MSFT, represented 5.0% of total portfolio value.
In Q2 2025, Cyndeo Wealth Partners, LLC made 199 total portfolio adjustments, initiating 34 new buys, adding to 96 positions, trimming 44 holdings, and fully liquidating 25 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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