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
VEA
Vanguard Ftse Developed Market

ETFs
948
+ 2.47%
$45.65 - $57.01 $43.3K - $54K
39.3K $2.24M
TD
Toronto Dominion Bank

Financial Services
870
+ 5.6%
$55.71 - $73.45 $48.5K - $63.9K
16.4K $1.21M
BKNG
Booking Holdings Inc.

Consumer Cyclical
45
New
$4164.15 - $5789.24 $187K - $261K
45 $260K
EWP
Ishares Inc Msci Spain ETF

ETFs
5.88K
New
$34.15 - $44.03 $201K - $259K
5.88K $258K
QUAL
Ishares Msci Usa Quality Facto

ETFs
414
+ 2.73%
$152.42 - $182.82 $63.1K - $75.7K
15.6K $2.85M
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
3.56K
New
$65.75 - $71.57 $234K - $255K
3.56K $254K
SPGI
S&P Global Inc.

Financial Services
307
+ 6.65%
$438.31 - $527.29 $135K - $162K
4.92K $2.6M
GLD
Spdr Gold Trust

ETFs
123
+ 0.98%
$273.71 - $316.29 $33.7K - $38.9K
12.7K $3.86M
ORI
Old Republic International Corp

Financial Services
10.6K
+ 5.15%
$35.25 - $39.79 $373K - $421K
216K $8.29M
IEMG
Ishares Inc

ETFs
4.53K
+ 9.75%
N/A
51K $2.74M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
4.73K
New
$47.42 - $51.67 $224K - $245K
4.73K $240K
VGT
Vanguard Information Technolog

ETFs
360
New
$470.37 - $663.28 $169K - $239K
360 $238K
ADP
Automatic Data Processing Inc

Industrials
472
+ 1.52%
$276.76 - $326.81 $131K - $154K
31.5K $9.72M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.03K
New
$82.96 - $110.1 $169K - $224K
2.03K $223K
VLO
Valero Energy Corp

Energy
1.65K
New
$104.69 - $141.77 $172K - $233K
1.65K $221K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
9.4K
+ 12.06%
$22.54 - $23.17 $212K - $218K
87.4K $2.01M
ROK
Rockwell Automation, Inc

Industrials
100
+ 3.94%
$218.97 - $332.17 $21.9K - $33.2K
2.64K $875K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
3.67K
+ 0.71%
$44.68 - $45.96 $164K - $169K
517K $23.7M
PM
Philip Morris International Inc.

Consumer Defensive
337
+ 5.01%
$149.23 - $184.95 $50.3K - $62.3K
7.07K $1.29M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
697
New
$177.93 - $313.14 $124K - $218K
697 $218K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
4.11K
+ 1.18%
$49.98 - $50.26 $205K - $206K
353K $17.7M
SCCO
Southern Copper Corp

Basic Materials
2.11K
New
$75.63 - $104.64 $160K - $221K
2.11K $213K
ANSS
Ansys Inc

Technology
604
New
$284.19 - $351.22 $172K - $212K
604 $212K
CSL
Carlisle Companies Inc

Industrials
569
New
$317.1 - $408.5 $180K - $232K
569 $212K
GE
General Electric CO

Industrials
5
+ 0.14%
$166.81 - $257.39 $834 - $1.29K
3.67K $943K
EFG
Msci Eafe Growth ETF

ETFs
274
+ 1.84%
$89.8 - $112.0 $24.6K - $30.7K
15.1K $1.7M
RGA
Reinsurance Group Of America Inc

Financial Services
1.05K
New
$168.32 - $209.71 $177K - $221K
1.05K $209K
GLRY
Northern Lts Fd Tr Iv Inspire

ETFs
6.29K
New
$26.26 - $33.0 $165K - $207K
6.29K $207K
BA
Boeing CO

Industrials
990
New
$136.59 - $217.51 $135K - $215K
990 $207K
BIBL
Northern Lts Fd Tr Iv

ETFs
4.95K
New
$33.5 - $41.33 $166K - $205K
4.95K $204K
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
5.86K
New
$34.58 - $34.88 $203K - $204K
5.86K $204K
MGK
Vanguard Mega Cap Growth ETF

ETFs
99
+ 3.44%
$273.67 - $366.17 $27.1K - $36.3K
2.98K $1.09M
SAP
Sap Se

Technology
668
New
$237.53 - $309.8 $159K - $207K
668 $203K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
1.32K
+ 8.53%
$56.88 - $70.77 $75.2K - $93.6K
16.8K $1.19M
BRP
Brp Group, Inc.

Financial Services
5K
New
N/A
5K $200K
FNF
Fidelity National Financial, Inc.

Financial Services
4.05K
+ 109.42%
$53.62 - $66.59 $217K - $270K
7.76K $434K
SOXX
Ishares Semiconductor ETF

ETFs
4
+ 0.11%
$154.86 - $239.07 $619 - $956
3.73K $891K
DLR
Digital Realty Trust, Inc.

Real Estate
100
+ 1.87%
$136.11 - $177.69 $13.6K - $17.8K
5.45K $950K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
901
+ 4.39%
$54.28 - $67.95 $48.9K - $61.2K
21.4K $1.46M
AMT
American Tower Corp

Real Estate
626
+ 5.27%
$203.96 - $228.19 $128K - $143K
12.5K $2.76M
ET
Energy Transfer LP

Energy
10.1K
+ 86.3%
$15.65 - $18.93 $158K - $191K
21.8K $395K
APO
Apollo Global Management, Inc.

Financial Services
1.12K
+ 37.87%
$108.68 - $145.07 $122K - $163K
4.09K $580K
BAC
Bank Of America Corp

Financial Services
221
+ 0.78%
$34.39 - $47.46 $7.6K - $10.5K
28.4K $1.34M
HON
Honeywell International Inc

Industrials
159
+ 2.65%
$182.86 - $232.88 $29.1K - $37K
6.15K $1.43M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
2.57K
+ 15.99%
$212.1 - $244.27 $544K - $627K
18.6K $4.07M
C
Citigroup Inc

Financial Services
2
+ 0.02%
$58.13 - $85.12 $116 - $170
9.99K $850K
WFC
Wells Fargo & Company

Financial Services
322
+ 2.34%
$60.98 - $80.12 $19.6K - $25.8K
14.1K $1.13M
IWD
Ishares Russell 1000 Val ETF

ETFs
330
+ 3.5%
$166.82 - $194.23 $55.1K - $64.1K
9.77K $1.9M
FDVV
Fidelity High Dividend ETF

ETFs
1.82K
+ 14.67%
$43.6 - $52.02 $79.1K - $94.4K
14.2K $738K
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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