Cyndeo Wealth Partners, LLC Incresed Positions in Q1 2025

Cyndeo Wealth Partners, LLC

  • $1.47 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRO
Brown & Brown, Inc.

Financial Services
2.03K
+ 16.6%
$100.54 - $124.4 $204K - $252K
14.2K $1.77M
AVK
Advent Convertible & Income Fund

Financial Services
44.9K
+ 70.83%
$11.44 - $12.34 $514K - $554K
108K $1.25M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
19.4K
+ 21.95%
$25.08 - $25.39 $486K - $492K
108K $2.73M
CVX
Chevron Corp

Energy
99
+ 0.5%
$146.71 - $167.97 $14.5K - $16.6K
19.8K $3.31M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
363
+ 11.07%
$442.66 - $534.52 $161K - $194K
3.64K $1.94M
DFAX
Dimensional ETF Tr
9.75K
+ 7.04%
$24.45 - $27.2 $238K - $265K
148K $3.89M
VV
Vanguard Large Cap ETF

ETFs
2.07K
+ 32.1%
$253.32 - $282.66 $524K - $585K
8.51K $2.17M
PLD
Prologis, Inc.

Real Estate
861
+ 1.57%
$103.59 - $124.04 $89.2K - $107K
55.8K $6.24M
ASML
Asml Holding Nv

Technology
778
+ 24.25%
$662.63 - $776.99 $516K - $604K
3.99K $2.64M
HD
Home Depot, Inc.

Consumer Cyclical
3.6K
+ 8.96%
$347.25 - $424.87 $1.25M - $1.53M
43.7K $16M
MSTR
Microstrategy Inc

Technology
1.44K
+ 50.28%
$239.27 - $396.5 $343K - $569K
4.29K $1.24M
CGCP
Capital Group Core Plus Income

ETFs
17.4K
+ 31.22%
$21.94 - $22.64 $382K - $394K
73.2K $1.64M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
6.83K
+ 22.36%
$49.75 - $50.27 $340K - $343K
37.4K $1.87M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.8K
+ 5.07%
$87.68 - $94.52 $158K - $170K
37.3K $3.5M
IEFA
Ishares Tr

ETFs
2.67K
+ 10.86%
$69.57 - $78.65 $186K - $210K
27.3K $2.06M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.98K
+ 14.02%
$95.85 - $99.25 $286K - $296K
24.2K $2.39M
NVDA
Nvidia Corp

Technology
52.1K
+ 25.36%
$106.98 - $149.43 $5.57M - $7.78M
257K $27.9M
NETZ
Engine No 1 ETF Tr Transform C

ETFs
2.89K
+ 5.92%
$73.16 - $83.16 $212K - $240K
51.8K $3.85M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
7.21K
+ 8.18%
$47.47 - $48.84 $342K - $352K
95.3K $4.55M
PM
Philip Morris International Inc.

Consumer Defensive
115
+ 1.74%
$117.15 - $158.79 $13.5K - $18.3K
6.73K $1.07M
AVGO
Broadcom Inc.

Technology
54.2K
+ 39.65%
$167.43 - $244.7 $9.08M - $13.3M
191K $32M
IWR
Ishares Russell Mid Cap ETF

ETFs
3.4K
+ 58.12%
$82.81 - $92.93 $281K - $316K
9.24K $785K
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
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
C
Citigroup Inc

Financial Services
2.58K
+ 34.83%
$67.23 - $84.63 $173K - $218K
9.98K $708K
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
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
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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