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
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
310
+ 3.28%
$49.79 - $50.75 $15.4K - $15.7K
9.75K $494K
MKL
Markel Corp

Financial Services
1
+ 0.93%
$1678.5 - $1997.36 $1.68K - $2K
108 $215K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
7
+ 0.13%
$81.46 - $94.63 $570 - $662
5.2K $491K
TTE
Total Energies Se

Energy
174
+ 0.5%
N/A
35.1K $2.41M
F
Ford Motor CO

Consumer Cyclical
255
+ 2.4%
$8.69 - $10.85 $2.22K - $2.77K
10.9K $117K
PSX
Phillips 66

Energy
1.52K
+ 3.74%
$92.87 - $125.73 $141K - $191K
42.2K $5.03M
JEPI
J P Morgan Exchange Traded Fd

ETFs
101
+ 0.56%
$51.14 - $57.0 $5.17K - $5.76K
18.3K $1.04M
TMUS
T Mobile Us, Inc.

Communication Services
235
+ 14.22%
$220.99 - $268.54 $51.9K - $63.1K
1.89K $449K
BLDR
Builders First Source, Inc.

Industrials
196
+ 11.18%
$105.63 - $131.12 $20.7K - $25.7K
1.95K $227K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
24
+ 0.55%
$72.71 - $82.56 $1.75K - $1.98K
4.4K $358K
SHW
Sherwin Williams CO

Basic Materials
193
+ 1.87%
$313.51 - $363.51 $60.5K - $70.2K
10.5K $3.61M
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
120
+ 1.0%
$23.33 - $24.01 $2.8K - $2.88K
12.1K $291K
CINF
Cincinnati Financial Corp

Financial Services
12
+ 0.66%
$126.6 - $151.6 $1.52K - $1.82K
1.83K $273K
FVD
First Tr Value Line Divid Inde

ETFs
63
+ 1.07%
$40.62 - $45.12 $2.56K - $2.84K
5.97K $266K
LQD
Ishares Iboxx $ Investment Gra

ETFs
1
+ 0.04%
$105.23 - $109.61 $105 - $110
2.42K $264K
Calamos ETF Tr
25
+ 0.27%
N/A
9.19K $0
Capital Grp Fixed Incm ETF T
52
+ 0.37%
N/A
14.1K $0
CGSD
Capital Grp Core Plus Income E
678
+ 2.1%
N/A
33K $0
CGMU
Capital Group Core Plus Income
35
+ 0.31%
N/A
11.5K $0
J P Morgan Exchange Traded F
1.33K
+ 3.23%
N/A
42.5K $0
DFRA
Trimtabs ETF Tr Donoghue Forli
3.97K
+ 12.26%
N/A
36.3K $0
First Tr Exchange Traded Fd
8.7K
+ 0.94%
N/A
932K $0
Blackrock Inc
1.83K
+ 167.0%
N/A
2.92K $0
Ark 21 Shares Bitcoin ETF
259K
+ 205.69%
N/A
386K $0
Linde PLC
391
+ 2.5%
N/A
16K $0
Grayscale Ethereum Trust ETF
750
+ 2.26%
N/A
34K $0
Grayscale Bitcoin Mini Tr Et
903
+ 7.18%
N/A
13.5K $0
Dimensional ETF Trust
2.89K
+ 2.56%
N/A
116K $0
Arista Networks Inc
28.2K
+ 987.27%
N/A
31.1K $0
Dimensional ETF Trust
545
+ 3.04%
N/A
18.5K $0
Dimensional ETF Trust
2.66K
+ 4.0%
N/A
69.1K $0
JUCY
ETF Ser Solutions Aptus Enhanc
356
+ 1.36%
N/A
26.5K $0
DTE
Dte Energy CO

Utilities
2.6K
+ 4.38%
$127.39 - $139.49 $331K - $363K
62.1K $8.22M
CCI
Crown Castle International Corp

Real Estate
1
+ 0.05%
$94.83 - $107.06 $94.8 - $107
1.95K $200K
WCN
Waste Connections, Inc.

Industrials
17
+ 1.58%
$183.26 - $199.95 $3.12K - $3.4K
1.1K $204K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
38.5K
+ 1486.9%
$87.84 - $1441.89 $3.38M - $55.5M
41.1K $3.7M
MDT
Medtronic PLC

Healthcare
34
+ 0.46%
$80.68 - $88.86 $2.74K - $3.02K
7.38K $642K
HUM
Humana Inc

Healthcare
8
+ 0.82%
$224.93 - $295.04 $1.8K - $2.36K
989 $241K
EOG
Eog Resources Inc

Energy
21
+ 0.81%
$104.61 - $129.97 $2.2K - $2.73K
2.62K $313K
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
3.16K
+ 4.7%
$11.76 - $13.64 $37.1K - $43.1K
70.3K $892K
PFE
Pfizer Inc

Healthcare
5.01K
+ 3.53%
$21.59 - $24.84 $108K - $124K
147K $3.56M
BRO
Brown & Brown, Inc.

Financial Services
1.36K
+ 9.57%
$104.48 - $124.43 $142K - $170K
15.6K $1.73M
VZ
Verizon Communications Inc

Communication Services
10.1K
+ 4.38%
$41.67 - $45.62 $421K - $461K
241K $10.4M
UNP
Union Pacific Corp

Industrials
891
+ 2.12%
$208.27 - $238.46 $186K - $212K
43K $9.89M
LOW
Lowes Companies Inc

Consumer Cyclical
6
+ 0.12%
$210.83 - $235.28 $1.26K - $1.41K
4.88K $1.08M
BXSL
Blackstone Secured Lending Fund

Financial Services
561
+ 1.03%
$26.88 - $32.74 $15.1K - $18.4K
55K $1.69M
AMGN
Amgen Inc

Healthcare
2.34K
+ 10.36%
$262.28 - $309.85 $615K - $726K
25K $6.97M
MCD
Mcdonalds Corp

Consumer Cyclical
1.36K
+ 5.23%
$285.55 - $321.23 $387K - $436K
27.3K $7.98M
CNA
Cna Financial Corp

Financial Services
10.2K
+ 7.01%
$45.03 - $50.88 $460K - $519K
156K $7.25M
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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