Cyndeo Wealth Partners, LLC Incresed Positions in Q3 2025

Cyndeo Wealth Partners, LLC

  • $1.72 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EYPT
Eye Point Pharmaceuticals, Inc.

Healthcare
7.98K
+ 56.0%
$9.01 - $14.19 $71.9K - $113K
22.2K $307K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.37K
+ 5.64%
$117.65 - $120.08 $161K - $164K
25.6K $3.06M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
1.61K
+ 9.59%
$69.02 - $73.57 $111K - $119K
18.4K $1.36M
XLK
Technology Sector Spdr

ETFs
58
+ 1.11%
$250.97 - $282.66 $14.6K - $16.4K
5.26K $1.48M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
2.81K
+ 12.63%
$50.09 - $50.73 $141K - $143K
25.1K $1.27M
SO
Southern CO

Utilities
1.33K
+ 20.42%
$90.83 - $96.0 $121K - $128K
7.84K $743K
EEM
Ishares Msci Emerging Markets

ETFs
173
+ 0.68%
$48.07 - $53.4 $8.32K - $9.24K
25.5K $1.36M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
714
+ 0.69%
$62.57 - $69.12 $44.7K - $49.4K
104K $7.07M
PEP
Pepsico Inc

Consumer Defensive
162
+ 1.16%
$133.81 - $152.16 $21.7K - $24.6K
14.1K $1.98M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
1.99K
+ 6.48%
$50.9 - $52.37 $101K - $104K
32.7K $1.71M
VBK
Vanguard Small Cap Growth ETF

ETFs
121
+ 2.99%
$276.51 - $305.12 $33.5K - $36.9K
4.17K $1.24M
HYD
Vaneck High Yield Muni ETF

ETFs
963
+ 1.06%
$48.85 - $50.94 $47K - $49.1K
91.6K $4.66M
MGK
Vanguard Mega Cap Growth ETF

ETFs
4
+ 0.13%
$362.31 - $405.74 $1.45K - $1.62K
2.98K $1.2M
DUK
Duke Energy Corp

Utilities
607
+ 10.97%
$116.31 - $125.93 $70.6K - $76.4K
6.14K $759K
NTLA
Intellia Therapeutics, Inc.

Healthcare
995
+ 9.29%
$9.88 - $17.76 $9.83K - $17.7K
11.7K $202K
DFSV
Dimensional ETF Tr Dimensional

ETFs
1.11K
+ 4.14%
$29.2 - $32.74 $32.5K - $36.5K
28K $891K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
63
+ 1.14%
$68.94 - $86.3 $4.34K - $5.44K
5.61K $484K
IWD
Ishares Russell 1000 Val ETF

ETFs
1
+ 0.01%
$192.76 - $203.86 $193 - $204
9.77K $1.99M
VO
Vanguard Mid Cap ETF

ETFs
45
+ 0.82%
$279.83 - $293.74 $12.6K - $13.2K
5.54K $1.63M
IYF
Ishares Tr

ETFs
410
+ 6.23%
$119.89 - $127.16 $49.2K - $52.1K
7K $885K
XLG
Invesco Exchange Traded Fd Tr

ETFs
104
+ 0.69%
$51.78 - $57.89 $5.39K - $6.02K
15.2K $874K
FDVV
Fidelity High Dividend ETF

ETFs
621
+ 4.38%
$52.42 - $55.71 $32.6K - $34.6K
14.8K $824K
EMB
Ishares Tr

ETFs
621
+ 6.43%
$91.52 - $95.59 $56.8K - $59.4K
10.3K $979K
EFG
Msci Eafe Growth ETF

ETFs
486
+ 3.21%
$106.99 - $114.46 $52K - $55.6K
15.6K $1.78M
PVAL
Putnam ETF Tr Putnam Focused L
871
+ 4.97%
$39.93 - $42.72 $34.8K - $37.2K
18.4K $786K
LHX
L3 Harris Technologies, Inc.

Industrials
7
+ 0.5%
$252.18 - $305.41 $1.77K - $2.14K
1.4K $428K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
407
+ 4.99%
$87.07 - $93.06 $35.4K - $37.9K
8.56K $783K
EUSA
Ishares Msci Usa Equal Weighte

ETFs
254
+ 2.0%
$99.08 - $103.57 $25.2K - $26.3K
13K $1.33M
IWM
Ishares Russell 2000 ETF

ETFs
25
+ 1.02%
$214.92 - $244.84 $5.37K - $6.12K
2.48K $601K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
14
+ 0.38%
$459.11 - $506.91 $6.43K - $7.1K
3.67K $1.84M
WFC
Wells Fargo & Company

Financial Services
190
+ 1.35%
$77.05 - $85.16 $14.6K - $16.2K
14.3K $1.2M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
818
+ 13.37%
$53.81 - $57.52 $44K - $47.1K
6.94K $399K
FTCS
First Trust Capital Strength E

ETFs
531
+ 9.54%
$89.72 - $93.74 $47.6K - $49.8K
6.1K $571K
TFC
Truist Financial Corp

Financial Services
286
+ 1.5%
$42.83 - $47.07 $12.2K - $13.5K
19.4K $884K
IDXX
Idexx Laboratories Inc

Healthcare
9
+ 1.6%
$514.61 - $682.78 $4.63K - $6.15K
572 $365K
VLO
Valero Energy Corp

Energy
33
+ 2.0%
$131.77 - $175.63 $4.35K - $5.8K
1.68K $285K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
556
+ 22.42%
$101.12 - $106.18 $56.2K - $59K
3.04K $312K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
666
+ 7.02%
$91.44 - $91.77 $60.9K - $61.1K
10.2K $931K
ITW
Illinois Tool Works Inc

Industrials
65
+ 2.03%
$252.31 - $269.41 $16.4K - $17.5K
3.26K $850K
BLOK
Amplify ETF Tr Trnsformational

ETFs
157
+ 3.1%
$56.05 - $67.13 $8.8K - $10.5K
5.23K $350K
EFA
Ishares Tr Msci Eafe ETF

ETFs
174
+ 1.55%
$87.29 - $93.61 $15.2K - $16.3K
11.4K $1.06M
MGV
Vanguard Mega Cap Value

ETFs
27
+ 0.35%
$129.46 - $137.85 $3.5K - $3.72K
7.69K $1.06M
RDVY
First Trust Rising Dividend Ac

ETFs
280
+ 3.63%
$62.38 - $67.29 $17.5K - $18.8K
8K $538K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
118
+ 2.93%
$108.46 - $120.63 $12.8K - $14.2K
4.15K $493K
FTLS
First Tr Long/Short Equity ETF

ETFs
80
+ 0.62%
$65.78 - $69.95 $5.26K - $5.6K
13K $912K
IWR
Ishares Russell Mid Cap ETF

ETFs
71
+ 0.75%
$92.26 - $97.51 $6.55K - $6.92K
9.54K $921K
SCCO
Southern Copper Corp

Basic Materials
60
+ 2.84%
$90.54 - $121.36 $5.43K - $7.28K
2.17K $263K
MCK
Mckesson Corp

Healthcare
13
+ 1.38%
$659.01 - $772.54 $8.57K - $10K
954 $737K
PDP
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.02%
$107.15 - $118.05 $107 - $118
4.93K $581K
Activity Summary
Buys All Purchases 202 New Holdings 36 Increased Positions 166 Sells All Sells 223 Reductions 223 Sold out 0 Options Calls 0 Puts 0
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