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
APP
App Lovin Corp

Technology
1.36K
+ 71.43%
$238.08 - $510.13 $323K - $691K
3.25K $861K
ISRG
Intuitive Surgical Inc

Healthcare
927
+ 10.55%
$476.63 - $610.45 $442K - $566K
9.71K $4.81M
LYB
Lyondell Basell Industries N.V.

Basic Materials
3.12K
New
$69.82 - $78.67 $218K - $246K
3.12K $219K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
9.64K
+ 14.1%
$22.25 - $23.0 $214K - $222K
78K $1.79M
GE
General Electric CO

Industrials
574
+ 18.6%
$168.59 - $212.13 $96.8K - $122K
3.66K $732K
FXO
First Tr Exchange Traded Fd Fi

ETFs
4.49K
+ 15.9%
$50.93 - $57.24 $229K - $257K
32.8K $1.74M
ZTS
Zoetis Inc.

Healthcare
1.25K
New
$156.48 - $175.67 $195K - $219K
1.25K $205K
CCI
Crown Castle International Corp

Real Estate
1.95K
New
$84.33 - $106.39 $165K - $208K
1.95K $203K
IWS
Ishares Russell Midcap Value E

ETFs
1.6K
New
$122.59 - $135.24 $196K - $216K
1.6K $201K
MKL
Markel Corp

Financial Services
107
New
$1660.14 - $2059.83 $178K - $220K
107 $200K
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.44K
+ 10.52%
$85.29 - $92.57 $123K - $133K
15.1K $1.38M
TTAC
Fcf Us Quality ETF

ETFs
3.61K
+ 4.02%
$65.72 - $67.39 $238K - $244K
93.4K $6.14M
COST
Costco Wholesale Corp

Consumer Defensive
16
+ 0.31%
$890.62 - $1076.86 $14.2K - $17.2K
5.19K $4.91M
SHEL
Shell PLC

Energy
129
+ 0.88%
$62.84 - $73.29 $8.11K - $9.45K
14.8K $1.09M
VB
Vanguard Small Cap ETF

ETFs
7.4K
+ 9.34%
$217.89 - $252.64 $1.61M - $1.87M
86.6K $19.2M
NFLX
Netflix Inc

Communication Services
71
+ 3.85%
$828.4 - $1058.6 $58.8K - $75.2K
1.91K $1.78M
AZN
Astrazeneca PLC

Healthcare
58
+ 0.35%
$65.37 - $77.96 $3.79K - $4.52K
16.4K $1.21M
IDEV
Ishares Core Msci Intl Develop

ETFs
13
+ 0.04%
$63.77 - $71.36 $829 - $928
29K $2M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
3.5K
+ 20.52%
$60.91 - $71.4 $213K - $250K
20.5K $1.28M
XLF
Financial Sector Spdr

ETFs
2.45K
+ 56.24%
$47.32 - $52.19 $116K - $128K
6.8K $334K
TD
Toronto Dominion Bank

Financial Services
94
+ 0.61%
$53.12 - $61.15 $4.99K - $5.75K
15.5K $931K
CASY
Caseys General Stores Inc

Consumer Cyclical
11
+ 0.4%
$378.71 - $442.54 $4.17K - $4.87K
2.74K $1.19M
F
Ford Motor CO

Consumer Cyclical
10.6K
New
$9.12 - $10.43 $96.7K - $111K
10.6K $106K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
18.3K
+ 18.39%
$39.97 - $48.7 $732K - $891K
118K $4.71M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.46K
+ 12.98%
$120.29 - $134.6 $176K - $196K
12.7K $1.55M
VTV
Vanguard Value ETF

ETFs
133
+ 0.26%
$167.73 - $179.21 $22.3K - $23.8K
50.9K $8.69M
ICVT
Ishares Tr Convertible Bond Et

ETFs
1.2K
+ 27.03%
$83.18 - $89.27 $99.4K - $107K
5.62K $469K
PAYX
Paychex Inc

Industrials
301
+ 9.78%
$136.06 - $154.52 $41K - $46.5K
3.38K $521K
TMUS
T Mobile Us, Inc.

Communication Services
58
+ 3.64%
$211.3 - $272.83 $12.3K - $15.8K
1.65K $440K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
1.7K
+ 14.81%
$43.76 - $45.31 $74.3K - $77K
13.2K $592K
LHX
L3 Harris Technologies, Inc.

Industrials
376
+ 38.25%
$194.65 - $222.86 $73.2K - $83.8K
1.36K $284K
CME
Cme Group Inc.

Financial Services
2
+ 0.1%
$225.82 - $266.54 $452 - $533
2.09K $554K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
1.27K
+ 29.82%
$49.67 - $51.43 $63K - $65.3K
5.52K $282K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
228
+ 2.14%
$97.25 - $104.79 $22.2K - $23.9K
10.9K $1.13M
SO
Southern CO

Utilities
9
+ 0.14%
$80.96 - $92.96 $729 - $837
6.55K $602K
COP
Conocophillips

Energy
173
+ 2.6%
$88.6 - $105.85 $15.3K - $18.3K
6.82K $715K
DGRO
Ishares Core Dividend Growth E

ETFs
923
+ 6.29%
$60.46 - $64.42 $55.8K - $59.5K
15.6K $953K
INTC
Intel Corp

Technology
378
+ 2.24%
$19.1 - $27.39 $7.22K - $10.4K
17.2K $391K
TFC
Truist Financial Corp

Financial Services
10.6K
+ 6.15%
$39.48 - $48.15 $417K - $508K
182K $7.5M
ARDX
Ardelyx, Inc.

Healthcare
10K
New
$4.91 - $6.36 $49.1K - $63.6K
10K $49K
EGP
Eastgroup Properties Inc

Real Estate
78
+ 3.57%
$155.63 - $187.46 $12.1K - $14.6K
2.26K $398K
HYDB
Ishares Tr Edge High Yield Def

ETFs
999
+ 17.3%
$46.82 - $47.8 $46.8K - $47.8K
6.77K $318K
BK
Bank Of New York Mellon Corp

Financial Services
42
+ 0.74%
$75.42 - $88.95 $3.17K - $3.74K
5.69K $477K
WFC
Wells Fargo & Company

Financial Services
248
+ 1.83%
$66.78 - $81.42 $16.6K - $20.2K
13.8K $988K
UBS
Ubs Group Ag

Financial Services
1.18K
+ 16.08%
$30.28 - $35.78 $35.8K - $42.3K
8.53K $261K
ABUS
Arbutus Biopharma Corp

Healthcare
10K
New
$3.06 - $3.59 $30.6K - $35.9K
10K $34K
EWQ
Ishares Msci France ETF

ETFs
90
+ 1.29%
$35.35 - $41.99 $3.18K - $3.78K
7.04K $280K
SCHW
Schwab Charles Corp

Financial Services
166
+ 4.61%
$71.24 - $83.64 $11.8K - $13.9K
3.76K $294K
FTLS
First Tr Long/Short Equity ETF

ETFs
722
+ 6.04%
$63.42 - $68.17 $45.8K - $49.2K
12.7K $811K
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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