Cyndeo Wealth Partners, LLC Incresed Positions in Q3 2024

Cyndeo Wealth Partners, LLC

  • $1.4 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
OTIS
Otis Worldwide Corp

Industrials
295
+ 11.6%
$91.43 - $104.43 $27K - $30.8K
2.84K $294K
CMI
Cummins Inc

Industrials
2
+ 0.19%
$266.63 - $326.4 $533 - $653
1.04K $336K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
2.11K
+ 3.38%
$44.66 - $49.15 $94K - $103K
64.4K $3.04M
MRVL
Marvell Technology, Inc.

Technology
519
+ 15.2%
$56.15 - $76.24 $29.1K - $39.6K
3.93K $283K
CCI
Crown Castle International Corp

Real Estate
12
+ 0.57%
$95.29 - $120.24 $1.14K - $1.44K
2.1K $249K
CF
Cf Industries Holdings, Inc.

Basic Materials
73
+ 2.23%
$69.38 - $85.8 $5.06K - $6.26K
3.34K $286K
RF
Regions Financial Corp

Financial Services
3
+ 0.02%
$19.51 - $23.42 $58.5 - $70.3
12.9K $301K
XLK
Technology Sector Spdr

ETFs
201
+ 4.13%
$197.34 - $237.68 $39.7K - $47.8K
5.07K $1.14M
DE
Deere & CO

Industrials
2
+ 0.22%
$344.84 - $418.0 $690 - $836
900 $375K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
8
+ 0.15%
$87.56 - $95.49 $700 - $764
5.18K $494K
DEO
Diageo PLC

Consumer Defensive
2
+ 0.08%
$120.02 - $140.77 $240 - $282
2.42K $340K
CSX
Csx Corp

Industrials
485
+ 3.96%
$32.48 - $35.45 $15.8K - $17.2K
12.7K $439K
IEMG
Ishares Inc

ETFs
511
+ 3.92%
$53.64 - $53.64 $27.4K - $27.4K
13.5K $726K
QTEC
First Trust Nasdaq 100 Technol

ETFs
531
+ 4.55%
$169.92 - $205.38 $90.2K - $109K
12.2K $2.33M
APO
Apollo Global Management, Inc.

Financial Services
77
+ 2.95%
$99.16 - $125.81 $7.64K - $9.69K
2.69K $335K
CSL
Carlisle Companies Inc

Industrials
1
+ 0.17%
$376.5 - $449.34 $377 - $449
602 $270K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
19
+ 0.51%
$64.57 - $71.76 $1.23K - $1.36K
3.72K $267K
NTRS
Northern Trust Corp

Financial Services
92
+ 3.05%
$82.48 - $92.62 $7.59K - $8.52K
3.11K $279K
WM
Waste Management Inc

Industrials
185
+ 7.77%
$196.96 - $223.45 $36.4K - $41.3K
2.57K $532K
UBS
Ubs Group Ag

Financial Services
454
+ 6.59%
$27.97 - $31.42 $12.7K - $14.3K
7.35K $227K
EPD
Enterprise Products Partners L.P.

Energy
289
+ 0.26%
$27.88 - $30.0 $8.06K - $8.67K
111K $3.23M
EWQ
Ishares Msci France ETF

ETFs
50
+ 0.65%
$36.95 - $41.12 $1.85K - $2.06K
7.77K $313K
FXH
First Tr Exchange Trd Fd Healt

ETFs
42
+ 1.97%
$103.09 - $113.83 $4.33K - $4.78K
2.18K $243K
EMR
Emerson Electric CO

Industrials
177
+ 4.59%
$98.19 - $118.87 $17.4K - $21K
4.04K $441K
MAR
Marriott International Inc

Consumer Cyclical
2
+ 0.08%
$211.35 - $255.11 $423 - $510
2.37K $589K
SCCO
Southern Copper Corp

Basic Materials
11
+ 0.54%
$94.1 - $120.43 $1.04K - $1.32K
2.06K $238K
GD
General Dynamics Corp

Industrials
2
+ 0.16%
$279.51 - $308.09 $559 - $616
1.26K $379K
DGS
Wisdomtree Emerging Markets Sm

ETFs
15
+ 0.26%
$48.46 - $54.37 $727 - $816
5.82K $312K
IEF
Ishares Barclays

ETFs
4
+ 0.13%
$92.67 - $99.14 $371 - $397
2.97K $291K
IDXX
Idexx Laboratories Inc

Healthcare
7
+ 1.26%
$455.08 - $517.19 $3.19K - $3.62K
564 $284K
KLAC
Kla Corp

Technology
54
+ 8.65%
$696.17 - $892.35 $37.6K - $48.2K
678 $524K
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
298
+ 2.71%
$10.49 - $11.94 $3.13K - $3.56K
11.3K $130K
LYB
Lyondell Basell Industries N.V.

Basic Materials
7
+ 0.14%
$92.56 - $99.46 $648 - $696
5.19K $497K
Ark 21 Shares Bitcoin ETF
6.75K
+ 5.9%
N/A
121K $0
Theratechnologies Inc
27.2K
+ 26.12%
N/A
131K $0
SCHW
Schwab Charles Corp

Financial Services
342
+ 10.51%
$61.74 - $76.08 $21.1K - $26K
3.6K $233K
AVGO
Broadcom Inc.

Technology
123K
+ 830.22%
$136.27 - $1745.86 $16.7M - $214M
138K $23.7M
DIS
Walt Disney CO

Communication Services
116
+ 1.41%
$85.6 - $98.61 $9.93K - $11.4K
8.35K $802K
NVO
Novo Nordisk A S

Healthcare
418
+ 12.85%
$119.07 - $145.42 $49.8K - $60.8K
3.67K $437K
DELL
Dell Technologies Inc.

Technology
443
+ 10.59%
$87.89 - $145.97 $38.9K - $64.7K
4.63K $548K
MPC
Marathon Petroleum Corp

Energy
18
+ 0.61%
$158.61 - $180.75 $2.85K - $3.25K
2.96K $482K
ADBE
Adobe Inc.

Technology
390
+ 5.8%
$508.13 - $586.55 $198K - $229K
7.11K $3.68M
HUM
Humana Inc

Healthcare
27
+ 2.36%
$310.25 - $404.52 $8.38K - $10.9K
1.17K $370K
BITO
Proshares Tr Bitcoin Strategy

ETFs
167
+ 0.69%
$16.19 - $23.88 $2.7K - $3.99K
24.3K $466K
QCOM
Qualcomm Inc

Technology
48
+ 1.54%
$156.12 - $209.64 $7.49K - $10.1K
3.16K $537K
MRK
Merck & Co., Inc.

Healthcare
1.01K
+ 4.13%
$111.15 - $128.97 $112K - $130K
25.4K $2.88M
CVX
Chevron Corp

Energy
67
+ 0.34%
$137.88 - $161.97 $9.24K - $10.9K
19.8K $2.91M
INTC
Intel Corp

Technology
2
+ 0.01%
$18.9 - $34.87 $37.8 - $69.7
26.7K $626K
ALLY
Ally Financial Inc.

Financial Services
6.44K
+ 4.12%
$32.67 - $45.01 $210K - $290K
163K $5.78M
Activity Summary
Buys All Purchases 272 New Holdings 70 Increased Positions 202 Sells All Sells 126 Reductions 126 Sold out 0 Options Calls 0 Puts 0
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