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
Dimensional ETF Trust
1.66K
+ 2.4%
N/A
70.8K $0
Bunge Global Sa
327
+ 0.4%
N/A
81.4K $0
Blackrock Inc
157
+ 5.37%
N/A
3.08K $0
Blackrock ETF Trust Ii
3.57K
+ 3.68%
N/A
100K $0
ARCC
Ares Capital Corp

Financial Services
291
+ 2.29%
$20.41 - $23.25 $5.94K - $6.77K
13K $264K
MCO
Moodys Corp

Financial Services
1
+ 0.14%
$472.69 - $521.32 $473 - $521
718 $342K
IRM
Iron Mountain Inc

Real Estate
1
+ 0.0%
$89.46 - $104.46 $89.5 - $104
34.2K $3.49M
NVO
Novo Nordisk A S

Healthcare
88
+ 2.41%
$45.38 - $71.7 $3.99K - $6.31K
3.74K $207K
CRWD
Crowd Strike Holdings, Inc.

Technology
14
+ 0.39%
$412.46 - $514.1 $5.77K - $7.2K
3.63K $1.78M
PG
Procter & Gamble CO

Consumer Defensive
1.06K
+ 1.89%
$150.47 - $161.22 $159K - $170K
56.8K $8.73M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
343
+ 1.84%
$196.15 - $217.83 $67.3K - $74.7K
19K $3.82M
AMT
American Tower Corp

Real Estate
149
+ 1.19%
$192.32 - $232.35 $28.7K - $34.6K
12.6K $2.43M
V
Visa Inc.

Financial Services
155
+ 0.52%
$332.09 - $358.86 $51.5K - $55.6K
29.9K $10.2M
UGI
Ugi Corp

Utilities
10.4K
+ 4.28%
$32.64 - $37.14 $340K - $387K
254K $8.43M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
4.34K
+ 9.1%
$38.58 - $58.24 $168K - $253K
52.1K $2.04M
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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