Cyndeo Wealth Partners, LLC Incresed Positions in Q3 2024

Cyndeo Wealth Partners, LLC

  • $1.4 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MA
Mastercard Inc

Financial Services
1.57K
+ 19.16%
$429.6 - $500.99 $672K - $784K
9.73K $4.81M
SHW
Sherwin Williams CO

Basic Materials
1.12K
+ 12.08%
$294.65 - $384.0 $329K - $429K
10.4K $3.95M
DLR
Digital Realty Trust, Inc.

Real Estate
4.82K
+ 11.59%
$144.47 - $162.98 $697K - $786K
46.4K $7.52M
IRM
Iron Mountain Inc

Real Estate
1.35K
+ 4.01%
$89.69 - $119.32 $121K - $162K
35.1K $4.17M
EFV
Msci Eafe Value ETF

ETFs
17.5K
+ 65.24%
$51.72 - $57.96 $903K - $1.01M
44.2K $2.54M
COST
Costco Wholesale Corp

Consumer Defensive
1.05K
+ 31.71%
$801.83 - $917.05 $842K - $963K
4.36K $3.87M
PFE
Pfizer Inc

Healthcare
31.2K
+ 25.59%
$27.7 - $31.39 $864K - $979K
153K $4.43M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
3.78K
+ 3.33%
$72.22 - $81.88 $273K - $310K
117K $9.25M
DTE
Dte Energy CO

Utilities
523
+ 1.02%
$108.67 - $128.41 $56.8K - $67.2K
52K $6.67M
HYD
Vaneck High Yield Muni ETF

ETFs
14.5K
+ 15.39%
$51.46 - $53.07 $748K - $772K
109K $5.79M
LMT
Lockheed Martin Corp

Industrials
55
+ 0.76%
$460.3 - $584.56 $25.3K - $32.2K
7.28K $4.25M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
13.2K
+ 16.99%
$44.24 - $49.47 $584K - $653K
90.9K $4.5M
ASML
Asml Holding Nv

Technology
1.41K
+ 79.34%
$749.82 - $1098.95 $1.06M - $1.55M
3.19K $2.66M
IBM
International Business Machines Corp

Technology
450
+ 3.06%
$175.1 - $223.38 $78.8K - $101K
15.2K $3.35M
JFR
Nuveen Floating Rate Income Fund

Financial Services
81K
+ 17.0%
$8.36 - $9.0 $677K - $729K
557K $4.92M
FTSL
First Trust Senior Ln Fund

ETFs
15K
+ 4.3%
$45.51 - $46.26 $683K - $694K
364K $16.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
544
+ 4.27%
$517.38 - $573.86 $281K - $312K
13.3K $7.62M
PG
Procter & Gamble CO

Consumer Defensive
1.49K
+ 2.87%
$160.76 - $177.82 $240K - $265K
53.4K $9.25M
EDV
Vanguard Extended Duration Tre

ETFs
1.32K
+ 1.43%
$70.73 - $83.52 $93.2K - $110K
93.2K $7.43M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.32K
+ 84.8%
$434.77 - $502.96 $575K - $665K
2.88K $1.41M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
8.42K
+ 1.29%
$24.39 - $25.28 $205K - $213K
662K $16.6M
ISRG
Intuitive Surgical Inc

Healthcare
564
+ 7.22%
$416.14 - $494.01 $235K - $279K
8.38K $4.12M
WMT
Walmart Inc.

Consumer Defensive
4.46K
+ 21.05%
$66.91 - $81.4 $298K - $363K
25.6K $2.07M
SPGI
S&P Global Inc.

Financial Services
450
+ 8.23%
$446.32 - $527.38 $201K - $237K
5.92K $3.06M
IXUS
Ishares Tr

ETFs
6.3K
+ 19.9%
$64.9 - $73.35 $409K - $462K
38K $2.76M
IBMP
Ishares Tr Ibonds December 202

ETFs
20.9K
+ 19.2%
$24.92 - $25.47 $521K - $533K
130K $3.3M
INTU
Intuit Inc

Technology
1.19K
+ 21.88%
$602.97 - $670.49 $716K - $797K
6.62K $4.11M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3.15K
+ 6.22%
$147.95 - $191.05 $466K - $602K
53.8K $9.34M
FYX
First Tr Small Cap Core Alphad

ETFs
4.33K
+ 50.41%
$89.32 - $100.62 $387K - $436K
12.9K $1.29M
IBMO
Ishares Tr Ibonds December 202

ETFs
17.5K
+ 11.86%
$25.26 - $25.66 $443K - $450K
165K $4.25M
LOW
Lowes Companies Inc

Consumer Cyclical
1.01K
+ 24.61%
$213.3 - $270.78 $216K - $275K
5.13K $1.39M
V
Visa Inc.

Financial Services
420
+ 1.45%
$253.74 - $291.56 $107K - $122K
29.4K $8.07M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
16.5K
+ 11.54%
$26.42 - $26.67 $436K - $440K
159K $4.25M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
6.58K
+ 25.05%
$56.04 - $62.99 $368K - $414K
32.8K $2.01M
XOM
Exxon Mobil Corp

Energy
2.26K
+ 2.52%
$109.72 - $119.0 $247K - $268K
91.9K $10.8M
VO
Vanguard Mid Cap ETF

ETFs
893
+ 9.47%
$237.84 - $263.83 $212K - $236K
10.3K $2.72M
GLD
Spdr Gold Trust

ETFs
360
+ 2.9%
$215.56 - $246.98 $77.6K - $88.9K
12.8K $3.11M
IBMM
Ishares Tr Ibonds Dec 2024 Ter

ETFs
16.2K
+ 11.03%
$25.97 - $26.11 $421K - $423K
163K $4.26M
DHR
Danaher Corp

Healthcare
748
+ 9.74%
$239.25 - $280.76 $179K - $210K
8.43K $2.34M
CAT
Caterpillar Inc

Industrials
321
+ 6.63%
$316.8 - $391.12 $102K - $126K
5.16K $2.02M
CGXU
Capital Group Intl Focus Equit

ETFs
8.74K
+ 6.86%
$24.27 - $27.46 $212K - $240K
136K $3.67M
NETZ
Engine No 1 ETF Tr Transform C

ETFs
1.43K
+ 2.95%
$64.24 - $74.15 $92.1K - $106K
50.1K $3.7M
T
At&T Inc.

Communication Services
12.8K
+ 39.73%
$18.21 - $22.28 $234K - $286K
45.1K $992K
GS
Goldman Sachs Group Inc

Financial Services
468
+ 14.18%
$459.02 - $510.25 $215K - $239K
3.77K $1.87M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
549
+ 27.0%
$475.2 - $527.7 $261K - $290K
2.58K $1.36M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.12K
+ 24.18%
$105.53 - $118.34 $224K - $251K
10.9K $1.27M
TD
Toronto Dominion Bank

Financial Services
3.7K
+ 31.55%
$54.54 - $64.56 $202K - $239K
15.4K $975K
VIG
Vanguard Dividend Appreciation

ETFs
1.71K
+ 123.88%
$182.15 - $182.15 $312K - $312K
3.09K $563K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
10K
+ 11.31%
$19.48 - $20.97 $195K - $210K
98.4K $2.05M
Activity Summary
Buys All Purchases 272 New Holdings 70 Increased Positions 202 Sells All Sells 126 Reductions 126 Sold out 0 Options Calls 0 Puts 0
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