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
FDL
First Tr Morningstar Dividend

ETFs
56
+ 0.81%
$39.69 - $43.83 $2.22K - $2.45K
6.98K $303K
MGV
Vanguard Mega Cap Value

ETFs
46
+ 0.62%
$123.61 - $133.01 $5.69K - $6.12K
7.49K $953K
EMB
Ishares Tr

ETFs
122
+ 1.39%
$88.64 - $92.03 $10.8K - $11.2K
8.9K $804K
EIRL
Ishares Tr Msci Ireland ETF

ETFs
281
+ 7.14%
$56.3 - $63.32 $15.8K - $17.8K
4.22K $253K
TTE
Total Energies Se

Energy
261
+ 0.75%
N/A
35K $2.4M
FTCS
First Trust Capital Strength E

ETFs
77
+ 1.35%
$86.39 - $91.35 $6.65K - $7.03K
5.77K $516K
GD
General Dynamics Corp

Industrials
15
+ 1.2%
$241.94 - $272.58 $3.63K - $4.09K
1.27K $345K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
13
+ 0.43%
$68.32 - $75.06 $888 - $976
3.02K $225K
SYK
Stryker Corp

Healthcare
3
+ 0.29%
$355.18 - $399.9 $1.07K - $1.2K
1.02K $379K
XEL
Xcel Energy Inc

Utilities
6
+ 0.18%
$63.37 - $72.1 $380 - $433
3.3K $233K
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
353
+ 3.03%
$23.28 - $23.95 $8.22K - $8.45K
12K $284K
EYPT
Eye Point Pharmaceuticals, Inc.

Healthcare
8.26K
+ 48.62%
$5.42 - $9.22 $44.8K - $76.2K
25.3K $136K
NSC
Norfolk Southern Corp

Industrials
1
+ 0.03%
$227.69 - $259.76 $228 - $260
3.78K $895K
CINF
Cincinnati Financial Corp

Financial Services
8
+ 0.44%
$133.67 - $147.81 $1.07K - $1.18K
1.82K $269K
QCOM
Qualcomm Inc

Technology
58
+ 1.36%
$151.94 - $175.86 $8.81K - $10.2K
4.32K $662K
VO
Vanguard Mid Cap ETF

ETFs
320
+ 3.02%
$251.87 - $277.95 $80.6K - $88.9K
10.9K $2.81M
FVD
First Tr Value Line Divid Inde

ETFs
38
+ 0.65%
$42.61 - $45.51 $1.62K - $1.73K
5.91K $263K
MMD
Main Stay Mac Kay Defined Term Municipal Opportunities Fund

Financial Services
191
+ 1.01%
$14.61 - $15.83 $2.79K - $3.02K
19K $287K
APD
Air Products & Chemicals, Inc.

Basic Materials
1
+ 0.08%
$283.24 - $338.07 $283 - $338
1.22K $359K
IDXX
Idexx Laboratories Inc

Healthcare
3
+ 0.54%
$406.29 - $469.04 $1.22K - $1.41K
556 $233K
RDVY
First Trust Rising Dividend Ac

ETFs
162
+ 2.13%
$57.22 - $63.39 $9.27K - $10.3K
7.76K $454K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
24
+ 0.4%
$39.96 - $43.3 $959 - $1.04K
6.05K $249K
DFRA
Trimtabs ETF Tr Donoghue Forli
32.4K
New
N/A
32.4K $0
Capital Grp Fixed Incm ETF T
3.79K
+ 36.94%
N/A
14K $0
Theratechnologies Inc
29.7K
New
N/A
29.7K $0
Vishay Intertechnology Inc
50K
New
N/A
50K $0
CGSD
Capital Grp Core Plus Income E
32.3K
New
N/A
32.3K $0
Dimensional ETF Trust
8.38K
+ 8.02%
N/A
113K $0
Dimensional ETF Trust
2.6K
+ 4.06%
N/A
66.5K $0
Dimensional ETF Trust
2.8K
+ 18.48%
N/A
18K $0
Atlassian Corporation
2.98K
New
N/A
2.98K $0
Grayscale Bitcoin Mini Tr Et
3.14K
+ 33.29%
N/A
12.6K $0
Neuphoria Therapeutics Inc
10K
New
N/A
10K $0
First Tr Exchange Traded Fd
65.9K
+ 7.68%
N/A
923K $0
Linde PLC
192
+ 1.24%
N/A
15.6K $0
IUSV
Ishares Core S&P U.S. Value Et

ETFs
5
+ 0.1%
$90.0 - $96.32 $450 - $482
5.19K $478K
DGS
Wisdomtree Emerging Markets Sm

ETFs
2
+ 0.03%
$47.4 - $50.24 $94.8 - $100
5.83K $283K
NTRS
Northern Trust Corp

Financial Services
74
+ 2.39%
$96.09 - $113.81 $7.11K - $8.42K
3.18K $313K
SYY
Sysco Corp

Consumer Defensive
2
+ 0.06%
$70.0 - $77.13 $140 - $154
3.39K $254K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
4.43K
+ 4.85%
$48.06 - $53.73 $213K - $238K
95.9K $4.68M
OMC
Omnicom Group Inc.

Communication Services
17
+ 0.39%
$79.43 - $88.34 $1.35K - $1.5K
4.42K $366K
PFE
Pfizer Inc

Healthcare
5.85K
+ 4.31%
$25.01 - $27.13 $146K - $159K
142K $3.59M
VMI
Valmont Industries Inc

Industrials
8
+ 0.91%
$285.37 - $376.98 $2.28K - $3.02K
885 $252K
GLW
Corning Inc

Technology
8
+ 0.06%
$44.91 - $54.25 $359 - $434
12.6K $578K
NXPI
Nxp Semiconductors N.V.

Technology
4
+ 0.32%
$189.99 - $245.86 $760 - $983
1.26K $239K
BLDR
Builders First Source, Inc.

Industrials
63
+ 3.73%
$122.8 - $173.51 $7.74K - $10.9K
1.75K $219K
DIS
Walt Disney CO

Communication Services
791
+ 9.88%
$96.87 - $114.0 $76.6K - $90.2K
8.8K $868K
SPY
Spdr S&P 500 ETF Trust

ETFs
571
+ 4.45%
$551.42 - $612.93 $315K - $350K
13.4K $7.5M
RF
Regions Financial Corp

Financial Services
3
+ 0.02%
$20.84 - $24.77 $62.5 - $74.3
12.9K $280K
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
Track This Portfolio

Track Cyndeo Wealth Partners, LLC Portfolio

Follow Cyndeo Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cyndeo Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cyndeo Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email