Cyndeo Wealth Partners, LLC Incresed Positions in Q1 2025

Cyndeo Wealth Partners, LLC

  • $1.47 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
OMC
Omnicom Group Inc.

Communication Services
17
+ 0.39%
$79.43 - $88.34 $1.35K - $1.5K
4.42K $366K
PFE
Pfizer Inc

Healthcare
5.85K
+ 4.31%
$25.01 - $27.13 $146K - $159K
142K $3.59M
VMI
Valmont Industries Inc

Industrials
8
+ 0.91%
$285.37 - $376.98 $2.28K - $3.02K
885 $252K
GLW
Corning Inc

Technology
8
+ 0.06%
$44.91 - $54.25 $359 - $434
12.6K $578K
NXPI
Nxp Semiconductors N.V.

Technology
4
+ 0.32%
$189.99 - $245.86 $760 - $983
1.26K $239K
BLDR
Builders First Source, Inc.

Industrials
63
+ 3.73%
$122.8 - $173.51 $7.74K - $10.9K
1.75K $219K
RF
Regions Financial Corp

Financial Services
3
+ 0.02%
$20.84 - $24.77 $62.5 - $74.3
12.9K $280K
DIS
Walt Disney CO

Communication Services
791
+ 9.88%
$96.87 - $114.0 $76.6K - $90.2K
8.8K $868K
EFX
Equifax Inc

Industrials
23
+ 0.93%
$235.63 - $278.34 $5.42K - $6.4K
2.5K $609K
SPY
Spdr S&P 500 ETF Trust

ETFs
571
+ 4.45%
$551.42 - $612.93 $315K - $350K
13.4K $7.5M
FTHI
First Trust Exchange Traded Fd

ETFs
129
+ 0.6%
$21.62 - $23.74 $2.79K - $3.06K
21.6K $472K
CMI
Cummins Inc

Industrials
9
+ 0.85%
$312.92 - $386.07 $2.82K - $3.47K
1.07K $336K
FV
First Trust Dorsey Wright Focu

ETFs
1
+ 0.01%
$53.91 - $63.03 $53.9 - $63
8.28K $453K
IWM
Ishares Russell 2000 ETF

ETFs
94
+ 3.8%
$198.1 - $229.79 $18.6K - $21.6K
2.57K $511K
CSX
Csx Corp

Industrials
10
+ 0.08%
$29.11 - $33.67 $291 - $337
12.7K $374K
APO
Apollo Global Management, Inc.

Financial Services
278
+ 10.33%
$126.01 - $172.06 $35K - $47.8K
2.97K $406K
FXR
First Trust Industrials/Produc

ETFs
1.19K
+ 4.87%
$68.3 - $79.81 $81.5K - $95.2K
25.7K $1.79M
QUAL
Ishares Msci Usa Quality Facto

ETFs
354
+ 2.39%
$168.16 - $186.21 $59.5K - $65.9K
15.2K $2.59M
NVO
Novo Nordisk A S

Healthcare
109
+ 2.95%
$69.3 - $90.95 $7.55K - $9.91K
3.8K $263K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
9
+ 0.39%
$212.17 - $267.17 $1.91K - $2.4K
2.34K $496K
CDNS
Cadence Design Systems Inc

Technology
14
+ 0.9%
$233.96 - $324.52 $3.28K - $4.54K
1.58K $401K
SRE
Sempra Energy

Utilities
4
+ 0.09%
$67.85 - $87.67 $271 - $351
4.29K $306K
FICO
Fair Isaac Corp

Technology
3
+ 0.58%
$1695.35 - $2030.47 $5.09K - $6.09K
522 $962K
XLK
Technology Sector Spdr

ETFs
209
+ 4.13%
$206.38 - $242.18 $43.1K - $50.6K
5.28K $1.09M
GS
Goldman Sachs Group Inc

Financial Services
9
+ 0.24%
$524.81 - $672.19 $4.72K - $6.05K
3.78K $2.06M
SOXX
Ishares Semiconductor ETF

ETFs
26
+ 0.7%
$188.17 - $235.81 $4.89K - $6.13K
3.73K $701K
QTEC
First Trust Nasdaq 100 Technol

ETFs
146
+ 1.37%
$174.52 - $210.67 $25.5K - $30.8K
10.8K $1.89M
FXD
First Tr Exchange Traded Fd

ETFs
909
+ 3.16%
$56.39 - $68.12 $51.3K - $61.9K
29.7K $1.72M
MS
Morgan Stanley

Financial Services
5.71K
+ 6.33%
$111.68 - $141.08 $638K - $806K
95.9K $11.2M
MRVL
Marvell Technology, Inc.

Technology
60
+ 1.55%
$61.57 - $126.06 $3.69K - $7.56K
3.93K $242K
IVV
Ishares Core S&P 500 ETF

ETFs
697
+ 2.85%
$554.06 - $615.85 $386K - $429K
25.1K $14.1M
LMT
Lockheed Martin Corp

Industrials
2
+ 0.03%
$423.19 - $506.29 $846 - $1.01K
7.22K $3.22M
AMD
Advanced Micro Devices Inc

Technology
1.34K
+ 5.67%
$96.63 - $129.55 $130K - $174K
25K $2.57M
ADBE
Adobe Inc.

Technology
216
+ 2.86%
$377.84 - $464.11 $81.6K - $100K
7.76K $2.98M
FLEX
Flex Ltd.

Technology
137
+ 0.16%
$32.92 - $44.46 $4.51K - $6.09K
85.3K $2.82M
MSFT
Microsoft Corp

Technology
16.4K
+ 11.14%
$375.39 - $447.2 $6.17M - $7.35M
164K $61.5M
IRM
Iron Mountain Inc

Real Estate
3
+ 0.01%
$82.79 - $111.31 $248 - $334
35.1K $3.02M
BX
Blackstone Inc.

Financial Services
342
+ 1.23%
$136.53 - $186.74 $46.7K - $63.9K
28.2K $3.94M
AAPL
Apple Inc.

Technology
18.1K
+ 9.93%
$209.68 - $247.1 $3.8M - $4.47M
200K $44.5M
URA
Global X Uranium ETF

ETFs
13.7K
+ 3.61%
$22.92 - $30.98 $314K - $425K
394K $9.03M
VUG
Vanguard Growth ETF

ETFs
90
+ 0.23%
$369.1 - $427.61 $33.2K - $38.5K
39.2K $14.5M
TSLA
Tesla, Inc.

Consumer Cyclical
1.24K
+ 5.48%
$222.15 - $428.22 $275K - $529K
23.8K $6.17M
AMZN
Amazon Com Inc

Consumer Cyclical
4.62K
+ 2.35%
$190.26 - $242.06 $878K - $1.12M
201K $38.3M
Activity Summary
Buys All Purchases 235 New Holdings 41 Increased Positions 194 Sells All Sells 172 Reductions 172 Sold out 0 Options Calls 0 Puts 0
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