Cyndeo Wealth Partners, LLC New Holdings in Q3 2025

Cyndeo Wealth Partners, LLC

  • $1.72 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SJM
J M Smucker CO

Consumer Defensive
78.3K
New
$102.24 - $113.2 $8M - $8.86M
78.3K $8.5M
BBY
Best Buy CO Inc

Consumer Cyclical
97.1K
New
$64.12 - $78.46 $6.23M - $7.62M
97.1K $7.35M
SHOP
Shopify Inc.

Technology
7.63K
New
$112.11 - $157.12 $855K - $1.2M
7.63K $1.13M
REZI
Resideo Technologies, Inc.

Industrials
13.7K
New
$23.08 - $43.18 $315K - $589K
13.7K $589K
VFH
Vanguard Financial ETF

ETFs
3.14K
New
$125.23 - $132.78 $394K - $417K
3.14K $412K
ITA
Ishares Tr

ETFs
1.95K
New
$184.73 - $209.26 $361K - $409K
1.95K $408K
NOW
Service Now, Inc.

Technology
436
New
$850.86 - $1044.69 $371K - $455K
436 $401K
KRE
Spdr S&P Regional Banking ETF

ETFs
5.19K
New
$58.82 - $66.17 $305K - $343K
5.19K $328K
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.51K
New
$171.01 - $228.24 $258K - $345K
1.51K $322K
EWO
Ishares Inc Msci Austria ETF

ETFs
9.67K
New
$28.99 - $32.37 $280K - $313K
9.67K $299K
RMD
Resmed Inc

Healthcare
1.05K
New
$252.01 - $293.73 $265K - $309K
1.05K $288K
FIX
Comfort Systems Usa Inc

Industrials
317
New
$521.66 - $825.18 $165K - $262K
317 $261K
CRSP
Crispr Therapeutics Ag

Healthcare
3.99K
New
$48.51 - $68.14 $194K - $272K
3.99K $258K
TER
Teradyne, Inc

Technology
1.87K
New
$90.15 - $137.64 $168K - $257K
1.87K $256K
CCL
Carnival Corp

Consumer Cyclical
8.55K
New
$28.37 - $32.49 $243K - $278K
8.55K $247K
RBLX
Roblox Corp

Communication Services
1.74K
New
$100.65 - $141.56 $175K - $246K
1.74K $240K
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
3.8K
New
$55.31 - $60.06 $210K - $228K
3.8K $227K
WPM
Wheaton Precious Metals Corp.

Basic Materials
2.02K
New
$86.72 - $111.84 $175K - $225K
2.02K $225K
NKE
Nike, Inc.

Consumer Cyclical
3.23K
New
$69.24 - $79.24 $223K - $256K
3.23K $224K
WELL
Welltower Inc.

Real Estate
1.26K
New
$150.71 - $178.14 $190K - $225K
1.26K $224K
IBKR
Interactive Brokers Group, Inc.

Financial Services
3.16K
New
$56.32 - $68.81 $178K - $218K
3.16K $217K
BBH
Vaneck ETF Tr Biotech ETF

ETFs
1.3K
New
$154.79 - $169.41 $201K - $220K
1.3K $215K
SLV
I Shares Silver Trust

ETFs
4.97K
New
$32.73 - $42.5 $163K - $211K
4.97K $210K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.2K
New
$62.09 - $66.51 $198K - $213K
3.2K $208K
IGM
Ishares Expanded Tech Sector E

ETFs
1.62K
New
$110.96 - $127.67 $180K - $207K
1.62K $204K
XLU
Utilities Sector Spdr

ETFs
2.34K
New
$81.14 - $87.32 $190K - $205K
2.34K $204K
CW
Curtiss Wright Corp

Industrials
374
New
$472.43 - $542.94 $177K - $203K
374 $203K
WYNN
Wynn Resorts LTD

Consumer Cyclical
1.58K
New
$101.96 - $132.43 $161K - $210K
1.58K $202K
Southstate Bk Corp
22.1K
New
N/A
22.1K $0
ALCC
Alt C Acquisition Corp.

Financial Services
2K
New
N/A
2K $0
Grayscale Ethereum Mini Tr E
10.2K
New
N/A
10.2K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
10.3K
New
N/A
10.3K $0
CRH.L
Crh PLC

Basic Materials
1.88K
New
N/A
1.88K $0
Coreweave Inc
2.1K
New
N/A
2.1K $0
21 Shares Ethereum ETF
69.9K
New
N/A
69.9K $0
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
Track This Portfolio

Track Cyndeo Wealth Partners, LLC Portfolio

Follow Cyndeo Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cyndeo Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cyndeo Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email