Cyndeo Wealth Partners, LLC Purchases in Q1 2025

Cyndeo Wealth Partners, LLC

  • $1.47 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
15.5K
New
$58.04 - $65.84 $899K - $1.02M
15.5K $987K
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.34K
+ 69.65%
$468.34 - $539.52 $1.09M - $1.26M
5.7K $2.67M
IWD
Ishares Russell 1000 Val ETF

ETFs
5.01K
+ 112.95%
$182.82 - $196.21 $915K - $982K
9.44K $1.76M
DEA
Easterly Government Properties, Inc.

Real Estate
87.6K
New
$10.26 - $11.77 $899K - $1.03M
87.6K $928K
BSX
Boston Scientific Corp

Healthcare
4.38K
+ 11.27%
$89.38 - $106.18 $392K - $465K
43.3K $4.37M
GILD
Gilead Sciences, Inc.

Healthcare
7.82K
New
$89.14 - $117.41 $697K - $919K
7.82K $876K
YLD
Principal Exchange Traded Fds

ETFs
49.1K
+ 5.57%
$19.03 - $19.51 $934K - $957K
930K $17.7M
MA
Mastercard Inc

Financial Services
1.07K
+ 10.83%
$504.67 - $576.31 $541K - $618K
11K $6.01M
RSG
Republic Services, Inc.

Industrials
657
+ 4.48%
$200.09 - $242.16 $131K - $159K
15.3K $3.71M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
14.7K
+ 27.37%
$165.25 - $224.62 $2.44M - $3.31M
68.6K $11.4M
FTSL
First Trust Senior Ln Fund

ETFs
20.1K
+ 5.46%
$45.65 - $46.48 $918K - $935K
388K $17.7M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
8.52K
New
$77.91 - $92.26 $664K - $786K
8.52K $676K
PVAL
Putnam ETF Tr Putnam Focused L
17.5K
New
$36.8 - $39.59 $643K - $692K
17.5K $657K
FDVV
Fidelity High Dividend ETF

ETFs
12.4K
New
$48.86 - $52.28 $604K - $647K
12.4K $613K
JWN
Nordstrom Inc

Consumer Cyclical
21.5K
+ 7.38%
$24.01 - $24.46 $515K - $525K
312K $7.64M
TLTD
Flexshares Morningstar Dev Mkt

ETFs
7.84K
New
$67.85 - $77.32 $532K - $606K
7.84K $589K
PH
Parker Hannifin Corp

Industrials
1.14K
+ 25.47%
$591.65 - $707.05 $672K - $803K
5.59K $3.4M
BRO
Brown & Brown, Inc.

Financial Services
2.03K
+ 16.6%
$100.54 - $124.4 $204K - $252K
14.2K $1.77M
AVK
Advent Convertible & Income Fund

Financial Services
44.9K
+ 70.83%
$11.44 - $12.34 $514K - $554K
108K $1.25M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
19.4K
+ 21.95%
$25.08 - $25.39 $486K - $492K
108K $2.73M
CVX
Chevron Corp

Energy
99
+ 0.5%
$146.71 - $167.97 $14.5K - $16.6K
19.8K $3.31M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
363
+ 11.07%
$442.66 - $534.52 $161K - $194K
3.64K $1.94M
DFAX
Dimensional ETF Tr
9.75K
+ 7.04%
$24.45 - $27.2 $238K - $265K
148K $3.89M
VV
Vanguard Large Cap ETF

ETFs
2.07K
+ 32.1%
$253.32 - $282.66 $524K - $585K
8.51K $2.17M
PLD
Prologis, Inc.

Real Estate
861
+ 1.57%
$103.59 - $124.04 $89.2K - $107K
55.8K $6.24M
ASML
Asml Holding Nv

Technology
778
+ 24.25%
$662.63 - $776.99 $516K - $604K
3.99K $2.64M
HD
Home Depot, Inc.

Consumer Cyclical
3.6K
+ 8.96%
$347.25 - $424.87 $1.25M - $1.53M
43.7K $16M
CTAS
Cintas Corp

Industrials
1.55K
+ 37.53%
$182.09 - $208.14 $283K - $323K
5.69K $1.17M
MSTR
Microstrategy Inc

Technology
1.44K
+ 50.28%
$239.27 - $396.5 $343K - $569K
4.29K $1.24M
CGCP
Capital Group Core Plus Income

ETFs
17.4K
+ 31.22%
$21.94 - $22.64 $382K - $394K
73.2K $1.64M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
6.83K
+ 22.36%
$49.75 - $50.27 $340K - $343K
37.4K $1.87M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.8K
+ 5.07%
$87.68 - $94.52 $158K - $170K
37.3K $3.5M
IWX
Ishares Tr Russell 200 Value E

ETFs
4.15K
New
$78.54 - $84.86 $326K - $352K
4.15K $340K
FANG
Diamondback Energy, Inc.

Energy
2.13K
New
$139.9 - $180.18 $298K - $384K
2.13K $340K
FQAL
Fidelity Covington Tr Quality

ETFs
5.32K
New
$63.12 - $69.13 $336K - $367K
5.32K $338K
IEFA
Ishares Tr

ETFs
2.67K
+ 10.86%
$69.57 - $78.65 $186K - $210K
27.3K $2.06M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.98K
+ 14.02%
$95.85 - $99.25 $286K - $296K
24.2K $2.39M
NVDA
Nvidia Corp

Technology
52.1K
+ 25.36%
$106.98 - $149.43 $5.57M - $7.78M
257K $27.9M
NETZ
Engine No 1 ETF Tr Transform C

ETFs
2.89K
+ 5.92%
$73.16 - $83.16 $212K - $240K
51.8K $3.85M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
7.21K
+ 8.18%
$47.47 - $48.84 $342K - $352K
95.3K $4.55M
EIS
Ishares Inc Mcsi Israel ETF

ETFs
3.79K
New
$74.75 - $83.68 $283K - $317K
3.79K $283K
EWH
Ishares Msci Hong Kong ETF

ETFs
16.1K
New
$15.8 - $18.39 $254K - $296K
16.1K $281K
MU
Micron Technology Inc

Technology
3.21K
New
$86.89 - $109.38 $279K - $351K
3.21K $278K
PM
Philip Morris International Inc.

Consumer Defensive
115
+ 1.74%
$117.15 - $158.79 $13.5K - $18.3K
6.73K $1.07M
AVGO
Broadcom Inc.

Technology
54.2K
+ 39.65%
$167.43 - $244.7 $9.08M - $13.3M
191K $32M
IWR
Ishares Russell Mid Cap ETF

ETFs
3.4K
+ 58.12%
$82.81 - $92.93 $281K - $316K
9.24K $785K
DVY
Ishares Tr

ETFs
1.95K
New
$128.58 - $138.1 $250K - $269K
1.95K $258K
NWSA
News Corp

Communication Services
9.45K
New
$26.29 - $30.49 $249K - $288K
9.45K $257K
XLV
Select Sector Spdr Fund Health

ETFs
1.72K
New
$137.61 - $149.68 $236K - $257K
1.72K $247K
Activity Summary
Buys All Purchases 235 New Holdings 41 Increased Positions 194 Sells All Sells 172 Reductions 172 Sold out 0 Options Calls 0 Puts 0
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