Cyndeo Wealth Partners, LLC Purchases in Q2 2025

Cyndeo Wealth Partners, LLC

  • $1.61 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TTAC
Fcf Us Quality ETF

ETFs
6.35K
+ 6.79%
$68.45 - $70.76 $435K - $449K
99.8K $7.06M
PSLV
Sprott Physical Silver Trust

Financial Services
20.1K
+ 1.95%
$9.98 - $12.51 $201K - $252K
1.05M $12.9M
TXN
Texas Instruments Inc

Technology
4.28K
+ 16.57%
N/A
30.1K $5.86M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
200
+ 0.48%
$60.61 - $87.72 $12.1K - $17.5K
41.5K $3.52M
PDI
Pimco Dynamic Income Fund

Financial Services
58.8K
+ 15.79%
$17.02 - $19.87 $1M - $1.17M
431K $8.17M
WMB
Williams Companies, Inc.

Energy
6.1K
+ 4.46%
$54.33 - $62.87 $332K - $384K
143K $8.98M
IYF
Ishares Tr

ETFs
6.59K
New
$99.23 - $120.99 $653K - $797K
6.59K $796K
ISRG
Intuitive Surgical Inc

Healthcare
514
+ 5.29%
$451.58 - $565.94 $232K - $291K
10.2K $5.56M
KO
Coca Cola CO

Consumer Defensive
12.2K
+ 7.02%
$68.37 - $73.9 $833K - $901K
186K $13.1M
BX
Blackstone Inc.

Financial Services
2.87K
+ 10.2%
$120.07 - $151.11 $345K - $434K
31K $4.64M
ASML
Asml Holding Nv

Technology
174
+ 4.37%
$595.37 - $815.24 $104K - $142K
4.16K $3.33M
COF
Capital One Financial Corp

Financial Services
3.18K
New
$150.57 - $212.76 $478K - $676K
3.18K $675K
IJS
Ishares S&P Smallcap 600 Value

ETFs
6.25K
New
$83.54 - $100.04 $522K - $625K
6.25K $621K
KMI
Kinder Morgan, Inc.

Energy
12K
+ 4.21%
$25.21 - $29.4 $301K - $352K
296K $8.69M
V
Visa Inc.

Financial Services
1.27K
+ 4.46%
$308.27 - $373.31 $392K - $474K
29.8K $10.6M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
608
+ 0.63%
$43.53 - $54.46 $26.5K - $33.1K
96.6K $5.26M
MA
Mastercard Inc

Financial Services
716
+ 6.53%
$479.92 - $590.74 $344K - $423K
11.7K $6.57M
DFAX
Dimensional ETF Tr
2.57K
+ 1.73%
$23.37 - $29.39 $60.1K - $75.6K
151K $4.43M
PH
Parker Hannifin Corp

Industrials
53
+ 0.95%
$517.23 - $700.54 $27.4K - $37.1K
5.64K $3.94M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
5.14K
+ 12.07%
$45.98 - $56.15 $236K - $289K
47.7K $2.68M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
5.52K
+ 50.68%
$97.29 - $105.63 $537K - $583K
16.4K $1.67M
HRTX
Heron Therapeutics, Inc.

Healthcare
248K
New
$1.72 - $2.42 $427K - $600K
248K $513K
AMP
Ameriprise Financial Inc

Financial Services
191
+ 2.46%
$422.19 - $533.73 $80.6K - $102K
7.96K $4.25M
BOND
Pimco Active Bond Exchange Tra

ETFs
5.28K
+ 52.22%
$89.87 - $92.93 $474K - $490K
15.4K $1.42M
SCHV
Schwab Strategic Tr Us Large C

ETFs
17.4K
New
$23.55 - $27.67 $410K - $481K
17.4K $481K
VBK
Vanguard Small Cap Growth ETF

ETFs
1.5K
+ 58.7%
$219.76 - $276.94 $329K - $415K
4.05K $1.12M
TDG
Trans Digm Group Inc

Industrials
124
+ 6.2%
$1231.75 - $1520.64 $153K - $189K
2.12K $3.23M
RTX
Raytheon Technologies Corp

Industrials
595
+ 2.19%
$113.75 - $148.48 $67.7K - $88.3K
27.7K $4.05M
BSX
Boston Scientific Corp

Healthcare
1.59K
+ 3.66%
$89.7 - $107.41 $142K - $170K
44.9K $4.82M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
3.35K
+ 0.97%
$51.1 - $53.29 $171K - $178K
348K $18.5M
YLD
Principal Exchange Traded Fds

ETFs
8.29K
+ 0.89%
$18.16 - $19.37 $151K - $161K
938K $18.2M
CEG
Constellation Energy Corp

Utilities
1.34K
New
$170.96 - $322.76 $229K - $432K
1.34K $432K
CNHI
Cnh Industrial N.V.

Industrials
39.5K
+ 6.64%
N/A
635K $6.61M
HOOD
Robinhood Markets, Inc.

Technology
4.34K
New
$34.17 - $93.63 $148K - $407K
4.34K $406K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.78K
+ 14.0%
$108.12 - $135.04 $192K - $240K
14.5K $1.95M
RELX
Relx PLC

Communication Services
7.33K
New
$45.31 - $55.66 $332K - $408K
7.33K $398K
CGXU
Capital Group Intl Focus Equit

ETFs
2.93K
+ 2.34%
$21.44 - $27.35 $62.9K - $80.2K
128K $3.48M
ENB
Enbridge Inc

Energy
7.97K
New
$41.09 - $47.16 $328K - $376K
7.97K $361K
MNST
Monster Beverage Corp

Consumer Defensive
5.77K
New
$55.01 - $64.24 $318K - $371K
5.77K $361K
CELH
Celsius Holdings, Inc.

Consumer Defensive
7.74K
New
$33.89 - $46.39 $262K - $359K
7.74K $359K
EFV
Msci Eafe Value ETF

ETFs
2.69K
+ 7.11%
$52.4 - $64.65 $141K - $174K
40.5K $2.57M
IEFA
Ishares Tr

ETFs
1.08K
+ 3.94%
$67.83 - $84.09 $72.9K - $90.4K
28.4K $2.37M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
283
+ 11.6%
$456.74 - $568.03 $129K - $161K
2.72K $1.55M
BLOK
Amplify ETF Tr Trnsformational

ETFs
5.07K
New
$32.56 - $57.11 $165K - $290K
5.07K $289K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
7.36K
+ 1.0%
$24.48 - $24.9 $180K - $183K
743K $18.5M
LLY
Eli Lilly & CO

Healthcare
1.13K
+ 8.71%
$713.71 - $898.95 $804K - $1.01M
14.1K $11M
HYG
Ishares Tr

ETFs
3.44K
New
$75.75 - $80.65 $260K - $277K
3.44K $277K
FTSL
First Trust Senior Ln Fund

ETFs
3.98K
+ 1.02%
$44.58 - $46.07 $177K - $183K
392K $18M
COST
Costco Wholesale Corp

Consumer Defensive
47
+ 0.91%
$908.13 - $1056.85 $42.7K - $49.7K
5.24K $5.19M
Activity Summary
Buys All Purchases 262 New Holdings 50 Increased Positions 212 Sells All Sells 164 Reductions 164 Sold out 0 Options Calls 0 Puts 0
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