Cyndeo Wealth Partners, LLC Incresed Positions in Q2 2025

Cyndeo Wealth Partners, LLC

  • $1.61 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
4K
+ 2.44%
$354.56 - $497.45 $1.42M - $1.99M
168K $83.5M
NVDA
Nvidia Corp

Technology
16.6K
+ 6.44%
$94.31 - $157.99 $1.56M - $2.62M
274K $43.3M
ORCL
Oracle Corp

Technology
1.97K
+ 1.88%
$122.82 - $218.63 $242K - $430K
107K $23.3M
JPM
Jpmorgan Chase & CO

Financial Services
12.4K
+ 14.46%
$210.28 - $289.91 $2.6M - $3.59M
98K $28.4M
AMZN
Amazon Com Inc

Consumer Cyclical
4.56K
+ 2.27%
$167.32 - $223.3 $763K - $1.02M
206K $45.1M
URA
Global X Uranium ETF

ETFs
12.3K
+ 3.12%
$20.26 - $38.81 $249K - $476K
406K $15.8M
TGT
Target Corp

Consumer Defensive
63.9K
+ 1298.4%
$88.76 - $105.77 $5.68M - $6.76M
68.9K $6.79M
SPY
Spdr S&P 500 ETF Trust

ETFs
7.42K
+ 55.36%
$496.48 - $617.85 $3.68M - $4.59M
20.8K $12.9M
PLTR
Palantir Technologies Inc.

Technology
817
+ 0.83%
$74.01 - $144.25 $60.5K - $118K
99.7K $13.6M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
5.07K
+ 43.34%
$468.22 - $566.51 $2.37M - $2.87M
16.8K $9.5M
JFR
Nuveen Floating Rate Income Fund

Financial Services
364K
+ 25.23%
$7.51 - $8.49 $2.74M - $3.09M
1.81M $15.3M
VUG
Vanguard Growth ETF

ETFs
250
+ 0.64%
$329.49 - $438.4 $82.4K - $110K
39.4K $17.3M
MS
Morgan Stanley

Financial Services
171
+ 0.18%
$99.83 - $140.86 $17.1K - $24.1K
96K $13.5M
GOOGL
Alphabet Inc.

Communication Services
1.11K
+ 1.18%
$144.7 - $178.6 $160K - $198K
95K $16.7M
VB
Vanguard Small Cap ETF

ETFs
3.31K
+ 3.83%
$193.73 - $237.37 $642K - $786K
89.9K $21.3M
VTI
Vanguard Total Stock Market Et

ETFs
3.2K
+ 10.5%
$243.75 - $303.93 $780K - $973K
33.7K $10.2M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.45K
+ 8.32%
$320.42 - $424.58 $465K - $616K
18.9K $8.01M
TT
Trane Technologies PLC

Industrials
40
+ 0.26%
$315.21 - $437.41 $12.6K - $17.5K
15.6K $6.84M
NTR
Nutrien Ltd.

Basic Materials
6.17K
+ 4.33%
$46.88 - $62.89 $289K - $388K
149K $8.66M
MSTR
Microstrategy Inc

Technology
2.65K
+ 61.74%
$237.95 - $421.61 $630K - $1.12M
6.94K $2.8M
ADI
Analog Devices Inc

Technology
1.04K
+ 3.06%
$164.6 - $238.02 $171K - $247K
34.9K $8.3M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
11.5K
+ 90.62%
$116.93 - $119.39 $1.35M - $1.38M
24.3K $2.89M
CRWD
Crowd Strike Holdings, Inc.

Technology
2.3K
+ 174.51%
$321.63 - $509.31 $740K - $1.17M
3.62K $1.84M
EPR
Epr Properties

Real Estate
6.52K
+ 4.21%
$43.53 - $59.11 $284K - $385K
161K $9.41M
IWY
Ishares Tr Russell 200 Growth

ETFs
1.97K
+ 10.61%
$187.5 - $246.51 $369K - $485K
20.5K $5.06M
INTU
Intuit Inc

Technology
96
+ 1.58%
$544.07 - $787.63 $52.2K - $75.6K
6.17K $4.86M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.12K
+ 19.74%
$416.06 - $551.64 $468K - $620K
6.82K $3.76M
ADM
Archer Daniels Midland CO

Consumer Defensive
205
+ 0.09%
$41.79 - $54.16 $8.57K - $11.1K
225K $11.9M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
3.08K
+ 2.22%
$81.84 - $93.53 $252K - $288K
142K $13.1M
ETN
Eaton Corp PLC

Industrials
2.61K
+ 209.05%
$246.52 - $356.99 $644K - $932K
3.86K $1.38M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
1.26K
+ 1.07%
$35.12 - $48.24 $44.3K - $60.8K
119K $5.75M
PHYS
Sprott Physical Gold Trust

Financial Services
6.91K
+ 1.04%
$22.82 - $26.29 $158K - $182K
672K $17M
CSCO
Cisco Systems, Inc.

Technology
12.9K
+ 90.25%
$53.19 - $69.38 $689K - $898K
27.3K $1.89M
ABT
Abbott Laboratories

Healthcare
2.85K
+ 1.61%
$123.95 - $138.08 $354K - $394K
180K $24.4M
PANW
Palo Alto Networks Inc

Technology
2.31K
+ 16.84%
$152.44 - $204.64 $352K - $473K
16K $3.28M
UGI
Ugi Corp

Utilities
3.7K
+ 1.54%
$30.18 - $36.59 $112K - $135K
243K $8.85M
TJX
Tjx Companies Inc

Consumer Cyclical
5.76K
+ 4.62%
$119.13 - $135.03 $686K - $778K
130K $16.1M
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
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
IBM
International Business Machines Corp

Technology
194
+ 1.41%
$221.03 - $294.78 $42.9K - $57.2K
14K $4.12M
KMI
Kinder Morgan, Inc.

Energy
12K
+ 4.21%
$25.21 - $29.4 $301K - $352K
296K $8.69M
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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