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
V
Visa Inc.

Financial Services
1.27K
+ 4.46%
$308.27 - $373.31 $392K - $474K
29.8K $10.6M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
608
+ 0.63%
$43.53 - $54.46 $26.5K - $33.1K
96.6K $5.26M
MA
Mastercard Inc

Financial Services
716
+ 6.53%
$479.92 - $590.74 $344K - $423K
11.7K $6.57M
DFAX
Dimensional ETF Tr
2.57K
+ 1.73%
$23.37 - $29.39 $60.1K - $75.6K
151K $4.43M
PH
Parker Hannifin Corp

Industrials
53
+ 0.95%
$517.23 - $700.54 $27.4K - $37.1K
5.64K $3.94M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
5.14K
+ 12.07%
$45.98 - $56.15 $236K - $289K
47.7K $2.68M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
5.52K
+ 50.68%
$97.29 - $105.63 $537K - $583K
16.4K $1.67M
AMP
Ameriprise Financial Inc

Financial Services
191
+ 2.46%
$422.19 - $533.73 $80.6K - $102K
7.96K $4.25M
BOND
Pimco Active Bond Exchange Tra

ETFs
5.28K
+ 52.22%
$89.87 - $92.93 $474K - $490K
15.4K $1.42M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.5K
+ 58.7%
$219.76 - $276.94 $329K - $415K
4.05K $1.12M
RTX
Raytheon Technologies Corp

Industrials
595
+ 2.19%
$113.75 - $148.48 $67.7K - $88.3K
27.7K $4.05M
BSX
Boston Scientific Corp

Healthcare
1.59K
+ 3.66%
$89.7 - $107.41 $142K - $170K
44.9K $4.82M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
3.35K
+ 0.97%
$51.1 - $53.29 $171K - $178K
348K $18.5M
YLD
Principal Exchange Traded Fds

ETFs
8.29K
+ 0.89%
$18.16 - $19.37 $151K - $161K
938K $18.2M
CNHI
Cnh Industrial N.V.

Industrials
39.5K
+ 6.64%
N/A
635K $6.61M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.78K
+ 14.0%
$108.12 - $135.04 $192K - $240K
14.5K $1.95M
CGXU
Capital Group Intl Focus Equit

ETFs
2.93K
+ 2.34%
$21.44 - $27.35 $62.9K - $80.2K
128K $3.48M
EFV
Msci Eafe Value ETF

ETFs
2.69K
+ 7.11%
$52.4 - $64.65 $141K - $174K
40.5K $2.57M
IEFA
Ishares Tr

ETFs
1.08K
+ 3.94%
$67.83 - $84.09 $72.9K - $90.4K
28.4K $2.37M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
283
+ 11.6%
$456.74 - $568.03 $129K - $161K
2.72K $1.55M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
7.36K
+ 1.0%
$24.48 - $24.9 $180K - $183K
743K $18.5M
LLY
Eli Lilly & CO

Healthcare
1.13K
+ 8.71%
$713.71 - $898.95 $804K - $1.01M
14.1K $11M
COST
Costco Wholesale Corp

Consumer Defensive
47
+ 0.91%
$908.13 - $1056.85 $42.7K - $49.7K
5.24K $5.19M
FTSL
First Trust Senior Ln Fund

ETFs
3.98K
+ 1.02%
$44.58 - $46.07 $177K - $183K
392K $18M
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
QUAL
Ishares Msci Usa Quality Facto

ETFs
414
+ 2.73%
$152.42 - $182.82 $63.1K - $75.7K
15.6K $2.85M
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
ADP
Automatic Data Processing Inc

Industrials
472
+ 1.52%
$276.76 - $326.81 $131K - $154K
31.5K $9.72M
ROK
Rockwell Automation, Inc

Industrials
100
+ 3.94%
$218.97 - $332.17 $21.9K - $33.2K
2.64K $875K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
9.4K
+ 12.06%
$22.54 - $23.17 $212K - $218K
87.4K $2.01M
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
GSY
Invesco Actively Mngd ETF Tr U

ETFs
4.11K
+ 1.18%
$49.98 - $50.26 $205K - $206K
353K $17.7M
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
MGK
Vanguard Mega Cap Growth ETF

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