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
ENB
Enbridge Inc

Energy
83
+ 1.04%
$43.79 - $50.46 $3.63K - $4.19K
8.06K $406K
EWP
Ishares Inc Msci Spain ETF

ETFs
255
+ 4.34%
$43.48 - $49.5 $11.1K - $12.6K
6.14K $303K
DAL
Delta Air Lines, Inc.

Industrials
7
+ 0.14%
$49.0 - $61.97 $343 - $434
5.19K $294K
XEL
Xcel Energy Inc

Utilities
11
+ 0.36%
$67.56 - $80.65 $743 - $887
3.1K $250K
EIS
Ishares Inc Mcsi Israel ETF

ETFs
172
+ 4.69%
$87.42 - $100.3 $15K - $17.3K
3.84K $385K
FQAL
Fidelity Covington Tr Quality

ETFs
100
+ 1.71%
$69.69 - $74.72 $6.97K - $7.47K
5.95K $444K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
20
+ 0.19%
$24.02 - $27.91 $480 - $558
10.4K $290K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
116
+ 5.29%
$121.46 - $130.92 $14.1K - $15.2K
2.31K $300K
CNHI
Cnh Industrial N.V.

Industrials
2.91K
+ 0.46%
N/A
638K $6.64M
MRVL
Marvell Technology, Inc.

Technology
49
+ 1.35%
$62.31 - $84.07 $3.05K - $4.12K
3.67K $308K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
6
+ 0.12%
$94.17 - $99.95 $565 - $600
5.2K $519K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
395
+ 2.7%
$44.82 - $46.28 $17.7K - $18.3K
15K $692K
IEMG
Ishares Inc

ETFs
519
+ 1.02%
N/A
51.5K $2.76M
NTRS
Northern Trust Corp

Financial Services
12
+ 0.38%
$123.6 - $134.6 $1.48K - $1.62K
3.14K $422K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
1
+ 0.15%
$534.91 - $598.71 $535 - $599
677 $380K
O
Realty Income Corp

Real Estate
79
+ 1.16%
$56.13 - $60.79 $4.43K - $4.8K
6.91K $419K
NETZ
Engine No 1 ETF Tr Transform C

ETFs
336
+ 0.63%
N/A
53.5K $3.99M
DFAS
Dimensional ETF Tr U S Small C

ETFs
14
+ 0.27%
$63.41 - $69.69 $888 - $976
5.24K $358K
MBB
Ishares Tr

ETFs
147
+ 1.73%
$92.46 - $95.73 $13.6K - $14.1K
8.66K $823K
MMD
Main Stay Mac Kay Defined Term Municipal Opportunities Fund

Financial Services
1.07K
+ 8.84%
$14.44 - $15.44 $15.5K - $16.6K
13.2K $199K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
10
+ 0.23%
$81.61 - $86.58 $816 - $866
4.41K $376K
CINF
Cincinnati Financial Corp

Financial Services
7
+ 0.38%
$145.8 - $158.1 $1.02K - $1.11K
1.84K $291K
PMO
Putnam Municipal Opportunities Trust

Financial Services
512
+ 2.01%
$9.72 - $10.47 $4.98K - $5.36K
26K $268K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
19
+ 0.31%
$41.91 - $44.87 $796 - $853
6.1K $272K
ET
Energy Transfer LP

Energy
2.15K
+ 9.83%
$17.11 - $18.16 $36.7K - $39K
24K $411K
CMCSA
Comcast Corp

Communication Services
1.63K
+ 19.11%
$31.41 - $36.33 $51K - $59K
10.1K $318K
F
Ford Motor CO

Consumer Cyclical
52
+ 0.48%
$10.82 - $12.09 $563 - $629
10.9K $130K
IBMO
Ishares Tr Ibonds December 202

ETFs
220
+ 0.16%
$25.58 - $25.72 $5.63K - $5.66K
134K $3.43M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
179
+ 1.84%
$50.53 - $50.82 $9.04K - $9.1K
9.93K $504K
APD
Air Products & Chemicals, Inc.

Basic Materials
76
+ 6.24%
$265.78 - $299.3 $20.2K - $22.7K
1.29K $352K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
115
+ 0.09%
$26.71 - $26.81 $3.07K - $3.08K
134K $3.59M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
10
+ 0.29%
$72.01 - $74.44 $720 - $744
3.43K $251K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1
+ 0.01%
$52.39 - $53.11 $52.4 - $53.1
7.77K $412K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2
+ 0.04%
$102.4 - $103.88 $205 - $208
4.56K $471K
VRT
Vertiv Holdings CO

Industrials
22
+ 0.78%
N/A
2.83K $245K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
677
+ 4.67%
$4.52 - $6.54 $3.06K - $4.43K
15.2K $74K
Ge Vernova Inc
31
+ 3.94%
N/A
818 $0
Ark 21 Shares Bitcoin ETF
10.8K
+ 2.8%
N/A
396K $0
Arista Networks Inc
6.26K
+ 20.13%
N/A
37.3K $0
Tuhura Biosciences Inc
20.4K
+ 192.3%
N/A
31.1K $0
Theratechnologies Inc
17.8K
+ 59.97%
N/A
47.5K $0
First Tr Exchange Traded Fd
606
+ 0.07%
N/A
933K $0
Grayscale Bitcoin Mini Tr Et
3.59K
+ 26.61%
N/A
17.1K $0
Dimensional ETF Trust
337
+ 1.82%
N/A
18.8K $0
J P Morgan Exchange Traded F
742
+ 1.74%
N/A
43.3K $0
Dimensional ETF Trust
3.32K
+ 2.87%
N/A
119K $0
CGSD
Capital Grp Core Plus Income E
1.63K
+ 4.94%
N/A
34.7K $0
Capital Grp Fixed Incm ETF T
15
+ 0.11%
N/A
14.1K $0
DFRA
Trimtabs ETF Tr Donoghue Forli
2.35K
+ 6.46%
N/A
38.7K $0
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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