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
HON
Honeywell International Inc

Industrials
159
+ 2.65%
$182.86 - $232.88 $29.1K - $37K
6.15K $1.43M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
2.57K
+ 15.99%
$212.1 - $244.27 $544K - $627K
18.6K $4.07M
C
Citigroup Inc

Financial Services
2
+ 0.02%
$58.13 - $85.12 $116 - $170
9.99K $850K
WFC
Wells Fargo & Company

Financial Services
322
+ 2.34%
$60.98 - $80.12 $19.6K - $25.8K
14.1K $1.13M
IWD
Ishares Russell 1000 Val ETF

ETFs
330
+ 3.5%
$166.82 - $194.23 $55.1K - $64.1K
9.77K $1.9M
FDVV
Fidelity High Dividend ETF

ETFs
1.82K
+ 14.67%
$43.6 - $52.02 $79.1K - $94.4K
14.2K $738K
TLTD
Flexshares Morningstar Dev Mkt

ETFs
556
+ 7.09%
$66.99 - $83.47 $37.2K - $46.4K
8.39K $700K
NETZ
Engine No 1 ETF Tr Transform C

ETFs
1.43K
+ 2.75%
N/A
53.2K $3.96M
NSC
Norfolk Southern Corp

Industrials
112
+ 2.96%
$206.34 - $257.46 $23.1K - $28.8K
3.89K $995K
MBB
Ishares Tr

ETFs
1.04K
+ 13.95%
$91.41 - $94.22 $95.2K - $98.2K
8.51K $799K
SCHW
Schwab Charles Corp

Financial Services
489
+ 12.99%
$69.06 - $91.24 $33.8K - $44.6K
4.25K $387K
EMB
Ishares Tr

ETFs
768
+ 8.63%
$86.54 - $92.62 $66.5K - $71.1K
9.66K $895K
IWR
Ishares Russell Mid Cap ETF

ETFs
232
+ 2.51%
$74.88 - $91.97 $17.4K - $21.3K
9.47K $871K
VONV
Vanguard Russell 1000 Value Et

ETFs
658
+ 12.89%
$73.19 - $85.21 $48.2K - $56.1K
5.76K $491K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
1.48K
+ 11.26%
$43.65 - $45.44 $64.7K - $67.4K
14.7K $665K
FQAL
Fidelity Covington Tr Quality

ETFs
531
+ 9.99%
$57.29 - $69.63 $30.4K - $37K
5.85K $407K
IDXX
Idexx Laboratories Inc

Healthcare
7
+ 1.26%
$361.04 - $536.34 $2.53K - $3.75K
563 $301K
LHX
L3 Harris Technologies, Inc.

Industrials
37
+ 2.72%
$200.21 - $256.99 $7.41K - $9.51K
1.4K $350K
NOC
Northrop Grumman Corp

Industrials
150
+ 15.34%
$456.3 - $540.39 $68.4K - $81.1K
1.13K $563K
HD
Home Depot, Inc.

Consumer Cyclical
134
+ 0.31%
$335.24 - $380.78 $44.9K - $51K
43.9K $16.1M
DAL
Delta Air Lines, Inc.

Industrials
534
+ 11.49%
$35.88 - $52.99 $19.2K - $28.3K
5.18K $254K
MGV
Vanguard Mega Cap Value

ETFs
173
+ 2.31%
$114.87 - $131.25 $19.9K - $22.7K
7.66K $1.01M
CGCP
Capital Group Core Plus Income

ETFs
2.14K
+ 2.92%
$21.92 - $22.56 $47K - $48.3K
75.4K $1.7M
AEP
American Electric Power CO Inc

Utilities
770
+ 14.12%
$98.59 - $109.11 $75.9K - $84K
6.22K $645K
IWB
Ishares Tr Russell 1000 ETF

ETFs
57
+ 6.46%
$272.36 - $339.57 $15.5K - $19.4K
939 $318K
CME
Cme Group Inc.

Financial Services
95
+ 4.54%
$252.37 - $290.71 $24K - $27.6K
2.19K $602K
PVAL
Putnam ETF Tr Putnam Focused L
50
+ 0.29%
$33.6 - $40.23 $1.68K - $2.01K
17.5K $705K
FTLS
First Tr Long/Short Equity ETF

ETFs
296
+ 2.34%
$60.06 - $66.28 $17.8K - $19.6K
13K $859K
PDP
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.02%
$89.44 - $108.59 $89.4 - $109
4.93K $534K
CSX
Csx Corp

Industrials
30
+ 0.24%
$26.69 - $32.91 $801 - $987
12.8K $416K
NXPI
Nxp Semiconductors N.V.

Technology
8
+ 0.63%
$153.5 - $218.72 $1.23K - $1.75K
1.27K $277K
NEE
Nextera Energy Inc

Utilities
2.98K
+ 2.57%
$64.11 - $75.0 $191K - $224K
119K $8.26M
DFSV
Dimensional ETF Tr Dimensional

ETFs
50
+ 0.19%
$24.21 - $29.47 $1.21K - $1.47K
26.9K $791K
MDLZ
Mondelez International, Inc.

Consumer Defensive
499
+ 12.58%
$63.54 - $68.5 $31.7K - $34.2K
4.47K $301K
DUK
Duke Energy Corp

Utilities
424
+ 8.3%
$112.46 - $124.05 $47.7K - $52.6K
5.53K $653K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
254
+ 3.28%
$26.69 - $33.44 $6.78K - $8.49K
8K $263K
DFAS
Dimensional ETF Tr U S Small C

ETFs
109
+ 2.13%
$52.31 - $63.72 $5.7K - $6.95K
5.23K $333K
AFL
Aflac Inc

Financial Services
491
+ 11.9%
$99.77 - $112.45 $49K - $55.2K
4.62K $486K
FIS
Fidelity National Information Services, Inc.

Technology
64
+ 1.96%
$68.14 - $82.13 $4.36K - $5.26K
3.33K $270K
MCO
Moodys Corp

Financial Services
4
+ 0.56%
$396.7 - $501.59 $1.59K - $2.01K
717 $359K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1
+ 0.05%
$97.68 - $121.38 $97.7 - $121
2.19K $265K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
395
+ 13.07%
$68.13 - $74.77 $26.9K - $29.5K
3.42K $248K
FVAL
Fidelity Covington Tr Value Fa

ETFs
4
+ 0.08%
$52.8 - $63.87 $211 - $255
5.32K $339K
MO
Altria Group, Inc.

Consumer Defensive
4.78K
+ 2.58%
$55.56 - $60.91 $265K - $291K
190K $11.1M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
364
+ 6.59%
$49.73 - $51.44 $18.1K - $18.7K
5.89K $302K
HSIC
Henry Schein Inc

Healthcare
19
+ 0.48%
$62.7 - $73.66 $1.19K - $1.4K
4.01K $292K
IEV
Ishares Tr Europe ETF

ETFs
22
+ 0.63%
$51.8 - $64.59 $1.14K - $1.42K
3.52K $222K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
58
+ 0.96%
$45.88 - $54.4 $2.66K - $3.16K
6.12K $332K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3
+ 0.1%
$114.78 - $133.31 $344 - $400
2.88K $383K
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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