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CIK: 0001763409
Total reported value
$665.5M
$665.5M
367 檔
33.6%
According to the latest 13F quarterly dataset, Cynosure Group, LLC managed an equity portfolio of $665.5M at the end of Q4 2024, spanning 367 distinct U.S. exchange-listed positions.
Cynosure Group, LLC executed strategic sector rebalancing during Q4 2024, establishing 6 new positions while fully exiting 9 holdings and trimming 17 positions.
Showing top 200 holdings (of 367 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 9.21% | +1.50% | -0.16% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 8.36% | +1.98% | +0.16% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-Other | 7.85% | +2.63% | -1.32% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.25% | +1.25% | +0.97% | |
| 5 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 3.74% | -2.82% | +31.56% | |
| 6 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 3.54% | +0.57% | -2.26% | |
| 7 | ICSH | Ishares Ultra Short Duration | ETF-Other | 3.36% | -0.07% | -0.24% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.07% | -1.82% | +24.04% | |
| 9 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.87% | +0.16% | -0.31% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.66% | -0.68% | +20.45% | |
| 11 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.50% | +0.40% | +20.27% | |
| 12 | UNP | Union Pacific CORP | Stock-Industrials | 2.19% | +0.72% | +0.06% | |
| 13 | GE | General Electric | Stock-Industrials | 1.77% | +0.99% | -0.62% | |
| 14 | GLD | Spdr Gold Shares | ETF-Commodities | 1.63% | — | -6.98% | |
| 15 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.61% | — | — | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.42% | -1.60% | -4.29% | |
| 17 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.27% | -0.14% | -3.47% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-Other | 1.22% | +0.11% | +180.07% | |
| 19 | KVYO | Klaviyo Inc-a | Stock-Other | 1.20% | -0.34% | EXIT | |
| 20 | WFC | Wells Fargo & Co | Stock-Financials | 1.07% | +0.13% | -4.44% | |
| 21 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.01% | -0.11% | +1.26% | |
| 22 | WDAY | Workday Inc-class A | Stock-Tech | 0.87% | +0.07% | -0.29% | |
| 23 | GEV | GE Vernova Inc | Stock-Industrials | 0.87% | +1.14% | -0.65% | |
| 24 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.76% | -0.68% | +89.08% | |
| 25 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.64% | -0.91% | EXIT | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.63% | — | -0.19% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.63% | -0.36% | -20.62% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.62% | +0.31% | -36.83% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.53% | -0.16% | -15.57% | |
| 30 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.48% | -0.18% | EXIT | |
| 31 | GTM | Zoominfo Technologies Inc | Stock-Tech | 0.44% | -0.17% | EXIT | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.43% | -0.07% | -34.26% | |
| 33 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.41% | +0.01% | +200.00% | |
| 34 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.39% | -0.13% | -14.83% | |
| 35 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.38% | — | -0.49% | |
| 36 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.37% | — | +189.18% | |
| 37 | AAPL | Apple Inc | Stock-Tech | 0.36% | -0.02% | -46.75% | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 0.35% | +0.07% | -40.01% | |
| 39 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.34% | — | +246.57% | |
| 40 | DHR | Danaher CORP | Stock-Healthcare | 0.33% | — | +449.51% | |
| 41 | ICLR | ICON Public Limited Company | Stock-Healthcare | 0.32% | — | +751.81% | |
| 42 | CDW | Cdw Corp/de | Stock-Tech | 0.32% | — | +6.60% | |
| 43 | REM | Ishares Mortgage Real Estate | ETF-Other | 0.32% | -0.35% | EXIT | |
| 44 | ELV | Elevance Health Inc | Stock-Healthcare | 0.32% | — | +647.72% | |
| 45 | MPWR | Monolithic Power Systems Inc | Stock-Tech | 0.30% | — | +628.66% | |
| 46 | BIZD | Vaneck Bdc Income ETF | ETF-Other | 0.30% | — | +5.16% | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.28% | -0.18% | +41.55% | |
| 48 | DG | Dollar General CORP | Stock-Consumer Staples | 0.27% | — | -4.25% | |
| 49 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.27% | +0.02% | — | |
| 50 | ASML | ASML Holding N.V. | Stock-Tech | 0.26% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TLT | Ishares 20+ Year Treasury Bd | +1.6% | NEW | New buy |
| 2 | SGOV | Ishares 0-3 Month Treasury B | +0.9% | +31.56% | Add |
| 3 | VB | Vanguard Small-cap ETF | +0.8% | +180.07% | Add |
| 4 | VOO | Vanguard S&p 500 ETF | +0.7% | +24.04% | Add |
| 5 | QQQ | Invesco Qqq Trust Series 1 | +0.6% | +20.45% | Add |
| 6 | IWF | Ishares Russell 1000 Growth | +0.6% | -1.32% | Trim |
| 7 | USMV | Ishares Msci USA Min Vol Fac | +0.5% | NEW | New buy |
| 8 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.4% | +20.27% | Add |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +0.16% | Add |
| 10 | SRLN | Ss Blackstone Sr Loan ETF | +0.4% | +89.08% | Add |
| 11 | GTM | Zoominfo Technologies Inc | +0.3% | +237.95% | Add |
| 12 | IDXX | Idexx Laboratories Inc | +0.3% | NEW | New buy |
| 13 | ICLR | ICON Public Limited Company | +0.3% | +751.81% | Add |
| 14 | ASML | ASML Holding N.V. | +0.3% | NEW | New buy |
| 15 | ELV | Elevance Health Inc | +0.3% | +647.72% | Add |
| 16 | DHR | Danaher CORP | +0.3% | +449.51% | Add |
| 17 | MPWR | Monolithic Power Systems Inc | +0.2% | +628.66% | Add |
| 18 | VXUS | Vanguard Total Intl Stock | +0.2% | NEW | New buy |
| 19 | IVV | Ishares Core S&p 500 ETF | +0.2% | +0.97% | Add |
| 20 | TMO | Thermo Fisher Scientific Inc | +0.2% | +189.18% | Add |
| 21 | NVO | Novo-nordisk A/s-spons Adr | +0.2% | +246.57% | Add |
| 22 | GEV | GE Vernova Inc | +0.2% | -0.65% | Trim |
| 23 | KVYO | Klaviyo Inc-a | +0.2% | — | Unchanged |
| 24 | WFC | Wells Fargo & Co | +0.2% | -4.44% | Trim |
| 25 | HOOD | Robinhood Markets Inc - A | +0.1% | NEW | New buy |
| 26 | TSLA | Tesla Inc | +0.1% | +34.95% | Add |
| 27 | GLD | Spdr Gold Shares | -0.1% | -6.98% | Trim |
| 28 | LLY | Eli Lilly & Co | -0.1% | -26.48% | Trim |
| 29 | SNOW | Snowflake Inc | -0.1% | EXIT | Sold out |
| 30 | AGG | Ishares Core U.s. Aggregate | -0.1% | -4.29% | Trim |
| 31 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | -14.83% | Trim |
| 32 | AMZN | Amazon.com Inc | -0.1% | -34.26% | Trim |
| 33 | USLM | United States Lime & Mineral | -0.1% | EXIT | Sold out |
| 34 | UNP | Union Pacific CORP | -0.1% | +0.06% | Add |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | EXIT | Sold out |
| 36 | MSFT | Microsoft CORP | -0.2% | -20.62% | Trim |
| 37 | JMST | JPM Ultra-short Muni Income | -0.2% | EXIT | Sold out |
| 38 | NVDA | Nvidia CORP | -0.2% | -40.01% | Trim |
| 39 | SUB | Ishares Short-term National | -0.2% | EXIT | Sold out |
| 40 | GE | General Electric | -0.2% | -0.62% | Trim |
| 41 | VTI | Vanguard Total Stock Mkt ETF | -0.3% | -36.83% | Trim |
| 42 | AAPL | Apple Inc | -0.3% | -46.75% | Trim |
| 43 | ZG | Zillow Group Inc - A | -0.3% | EXIT | Sold out |
| 44 | WST | West Pharmaceutical Services | -0.3% | -87.28% | Trim |
| 45 | DXCM | Dexcom Inc | -0.3% | -89.82% | Trim |
| 46 | VEU | Vanguard Ftse All-world Ex-u | -0.3% | -71.52% | Trim |
| 47 | SR | Spire Inc | -0.4% | EXIT | Sold out |
| 48 | COIN | Coinbase Global Inc -class A | -0.4% | -74.08% | Trim |
| 49 | IBM | Intl Business Machines CORP | -1.6% | EXIT | Sold out |
| 50 | IEF | Ishares 7-10 Year Treasury B | -1.7% | EXIT | Sold out |
According to official SEC Form 13F filings, Cynosure Group, LLC reported a total U.S. public equity portfolio value of $665.5M across 367 disclosed positions in Q4 2024.
During Q4 2024, Cynosure Group, LLC's top holdings by market value included SHV (9.2%)、SPY (8.4%)、IWF (7.8%). The largest single position, SHV, represented 9.2% of total portfolio value.
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 SHV, SPY, IWF) accounted for 33.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
TLT
市值: $10.8M
Top Position Liquidated / Trimmed
IEF
前期市值: $11.7M
In Q4 2024, Cynosure Group, LLC made 49 total portfolio adjustments, initiating 6 new buys, adding to 17 positions, trimming 17 holdings, and fully liquidating 9 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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