Cyndeo Wealth Partners, LLC New Holdings in Q2 2025

Cyndeo Wealth Partners, LLC

  • $1.61 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HCA
Hca Healthcare, Inc.

Healthcare
24.5K
New
$317.61 - $387.52 $7.77M - $9.48M
24.5K $9.38M
LNC
Lincoln National Corp

Financial Services
222K
New
$28.95 - $37.27 $6.42M - $8.26M
222K $7.67M
DVN
Devon Energy Corp

Energy
215K
New
$26.8 - $37.92 $5.76M - $8.14M
215K $6.83M
HSY
Hershey CO

Consumer Defensive
38.6K
New
$151.29 - $173.13 $5.84M - $6.68M
38.6K $6.41M
NRZ
New Residential Investment Corp.

Real Estate
618K
New
N/A
618K $4.48M
HIG
Hartford Financial Services Group, Inc.

Financial Services
25.3K
New
$109.83 - $131.67 $2.78M - $3.33M
25.3K $3.21M
KLAC
Kla Corp

Technology
1.9K
New
$576.53 - $902.94 $1.1M - $1.72M
1.9K $1.7M
FXU
First Tr Exchange Traded Fd Ut

ETFs
34.4K
New
$37.86 - $43.29 $1.3M - $1.49M
34.4K $1.46M
EUSA
Ishares Msci Usa Equal Weighte

ETFs
12.7K
New
$82.93 - $99.12 $1.05M - $1.26M
12.7K $1.26M
AXON
Axon Enterprise, Inc.

Industrials
1.4K
New
$497.13 - $827.94 $695K - $1.16M
1.4K $1.16M
MUB
Ishares National Muni Bond ETF

ETFs
10.1K
New
$102.31 - $105.8 $1.03M - $1.07M
10.1K $1.05M
IYF
Ishares Tr

ETFs
6.59K
New
$99.23 - $120.99 $653K - $797K
6.59K $796K
COF
Capital One Financial Corp

Financial Services
3.18K
New
$150.57 - $212.76 $478K - $676K
3.18K $675K
IJS
Ishares S&P Smallcap 600 Value

ETFs
6.25K
New
$83.54 - $100.04 $522K - $625K
6.25K $621K
HRTX
Heron Therapeutics, Inc.

Healthcare
248K
New
$1.72 - $2.42 $427K - $600K
248K $513K
SCHV
Schwab Strategic Tr Us Large C

ETFs
17.4K
New
$23.55 - $27.67 $410K - $481K
17.4K $481K
CEG
Constellation Energy Corp

Utilities
1.34K
New
$170.96 - $322.76 $229K - $432K
1.34K $432K
HOOD
Robinhood Markets, Inc.

Technology
4.34K
New
$34.17 - $93.63 $148K - $407K
4.34K $406K
RELX
Relx PLC

Communication Services
7.33K
New
$45.31 - $55.66 $332K - $408K
7.33K $398K
ENB
Enbridge Inc

Energy
7.97K
New
$41.09 - $47.16 $328K - $376K
7.97K $361K
MNST
Monster Beverage Corp

Consumer Defensive
5.77K
New
$55.01 - $64.24 $318K - $371K
5.77K $361K
CELH
Celsius Holdings, Inc.

Consumer Defensive
7.74K
New
$33.89 - $46.39 $262K - $359K
7.74K $359K
BLOK
Amplify ETF Tr Trnsformational

ETFs
5.07K
New
$32.56 - $57.11 $165K - $290K
5.07K $289K
HYG
Ishares Tr

ETFs
3.44K
New
$75.75 - $80.65 $260K - $277K
3.44K $277K
BKNG
Booking Holdings Inc.

Consumer Cyclical
45
New
$4164.15 - $5789.24 $187K - $261K
45 $260K
EWP
Ishares Inc Msci Spain ETF

ETFs
5.88K
New
$34.15 - $44.03 $201K - $259K
5.88K $258K
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
3.56K
New
$65.75 - $71.57 $234K - $255K
3.56K $254K
VRT
Vertiv Holdings CO

Industrials
2.81K
New
N/A
2.81K $243K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
4.73K
New
$47.42 - $51.67 $224K - $245K
4.73K $240K
VGT
Vanguard Information Technolog

ETFs
360
New
$470.37 - $663.28 $169K - $239K
360 $238K
IVW
Ishares S&P 500 Growth ETF

ETFs
2.03K
New
$82.96 - $110.1 $169K - $224K
2.03K $223K
VLO
Valero Energy Corp

Energy
1.65K
New
$104.69 - $141.77 $172K - $233K
1.65K $221K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
697
New
$177.93 - $313.14 $124K - $218K
697 $218K
SCCO
Southern Copper Corp

Basic Materials
2.11K
New
$75.63 - $104.64 $160K - $221K
2.11K $213K
ANSS
Ansys Inc

Technology
604
New
$284.19 - $351.22 $172K - $212K
604 $212K
CSL
Carlisle Companies Inc

Industrials
569
New
$317.1 - $408.5 $180K - $232K
569 $212K
RGA
Reinsurance Group Of America Inc

Financial Services
1.05K
New
$168.32 - $209.71 $177K - $221K
1.05K $209K
BA
Boeing CO

Industrials
990
New
$136.59 - $217.51 $135K - $215K
990 $207K
GLRY
Northern Lts Fd Tr Iv Inspire

ETFs
6.29K
New
$26.26 - $33.0 $165K - $207K
6.29K $207K
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
5.86K
New
$34.58 - $34.88 $203K - $204K
5.86K $204K
BIBL
Northern Lts Fd Tr Iv

ETFs
4.95K
New
$33.5 - $41.33 $166K - $205K
4.95K $204K
SAP
Sap Se

Technology
668
New
$237.53 - $309.8 $159K - $207K
668 $203K
BRP
Brp Group, Inc.

Financial Services
5K
New
N/A
5K $200K
NTLA
Intellia Therapeutics, Inc.

Healthcare
10.7K
New
$6.28 - $9.67 $67.3K - $104K
10.7K $100K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
14.5K
New
$3.97 - $5.84 $57.5K - $84.6K
14.5K $73K
HUMA
Humacyte, Inc.

Healthcare
20K
New
$1.15 - $2.77 $23K - $55.4K
20K $41K
Bunge Global Sa
81.1K
New
N/A
81.1K $0
Easterly Govt Pptys Inc
45.9K
New
N/A
45.9K $0
Lam Research Corp
3.03K
New
N/A
3.03K $0
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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