Cyndeo Wealth Partners, LLC Reduced Holdings in Q4 2025

Cyndeo Wealth Partners, LLC

  • $1.74 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
OMC
Omnicom Group Inc.

Communication Services
-103K
- 92.79%
$72.23 - $81.23 $7.41M - $8.33M
7.97K $575K
ORCL
Oracle Corp

Technology
-1.79K
- 1.73%
$217.57 - $313.0 $389K - $560K
102K $22.4M
META
Meta Platforms, Inc.

Communication Services
-1.51K
- 4.52%
$609.01 - $751.67 $917K - $1.13M
31.8K $19.4M
ASML
Asml Holding Nv

Technology
-3.84K
- 94.83%
$936.19 - $1075.45 $3.59M - $4.12M
209 $213K
AMP
Ameriprise Financial Inc

Financial Services
-6.14K
- 78.59%
$440.8 - $497.79 $2.71M - $3.06M
1.67K $737K
CRM
Salesforce, Inc.

Technology
-12.3K
- 82.4%
$235.69 - $263.41 $2.89M - $3.23M
2.62K $621K
KO
Coca Cola CO

Consumer Defensive
-51.3K
- 29.7%
$66.1 - $71.61 $3.39M - $3.68M
122K $8.59M
PLTR
Palantir Technologies Inc.

Technology
-11.6K
- 12.08%
$172.14 - $207.18 $1.99M - $2.4M
84.3K $14.7M
ABT
Abbott Laboratories

Healthcare
-15.5K
- 8.85%
$123.62 - $134.59 $1.92M - $2.09M
160K $20.8M
HD
Home Depot, Inc.

Consumer Cyclical
-1.26K
- 2.67%
$358.03 - $397.02 $451K - $500K
46K $16.5M
JFR
Nuveen Floating Rate Income Fund

Financial Services
-211K
- 12.1%
$7.77 - $8.15 $1.64M - $1.72M
1.53M $12.1M
UNP
Union Pacific Corp

Industrials
-6.24K
- 14.88%
$216.37 - $237.41 $1.35M - $1.48M
35.7K $7.89M
JPM
Jpmorgan Chase & CO

Financial Services
-303
- 0.31%
$294.11 - $320.41 $89.1K - $97.1K
96K $28.8M
EFG
Msci Eafe Growth ETF

ETFs
-12.9K
- 82.57%
$112.91 - $117.61 $1.46M - $1.52M
2.73K $312K
ADP
Automatic Data Processing Inc

Industrials
-921
- 3.23%
$250.9 - $292.94 $231K - $270K
27.6K $6.93M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-27.3K
- 83.37%
$52.21 - $52.72 $1.42M - $1.44M
5.44K $285K
PFE
Pfizer Inc

Healthcare
-45.8K
- 31.17%
$24.23 - $27.37 $1.11M - $1.25M
101K $2.54M
BX
Blackstone Inc.

Financial Services
-1.36K
- 4.46%
$138.42 - $168.45 $189K - $229K
29.2K $4.04M
EFV
Msci Eafe Value ETF

ETFs
-16.7K
- 39.68%
$66.73 - $70.99 $1.11M - $1.18M
25.3K $1.78M
MA
Mastercard Inc

Financial Services
-1.19K
- 10.22%
$536.85 - $580.45 $639K - $691K
10.5K $5.61M
IWY
Ishares Tr Russell 200 Growth

ETFs
-3.11K
- 15.16%
$268.43 - $288.26 $834K - $896K
17.4K $4.8M
IRM
Iron Mountain Inc

Real Estate
-4.38K
- 12.79%
$91.37 - $106.46 $400K - $466K
29.9K $2.73M
PGR
Progressive Corp

Financial Services
-1.91K
- 12.71%
$203.7 - $246.46 $389K - $471K
13.1K $2.96M
MSTR
Microstrategy Inc

Technology
-1.3K
- 32.21%
$199.75 - $359.69 $260K - $469K
2.74K $547K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
-44.4K
- 12.79%
$11.81 - $12.5 $524K - $554K
302K $3.57M
APP
App Lovin Corp

Technology
-471
- 15.71%
$552.64 - $704.09 $260K - $332K
2.53K $1.41M
PG
Procter & Gamble CO

Consumer Defensive
-1.94K
- 3.42%
$145.5 - $153.18 $283K - $297K
54.9K $8M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-13.3K
- 17.87%
$44.53 - $47.25 $591K - $627K
61K $2.78M
CGXU
Capital Group Intl Focus Equit

ETFs
-21.8K
- 16.55%
$29.32 - $31.03 $639K - $676K
110K $3.29M
DFAX
Dimensional ETF Tr
-21.7K
- 14.06%
$30.71 - $32.34 $666K - $701K
133K $4.24M
UNH
Unitedhealth Group Inc

Healthcare
-1.16K
- 20.3%
$320.52 - $369.92 $372K - $429K
4.56K $1.46M
VUG
Vanguard Growth ETF

ETFs
-1.37K
- 3.53%
$470.44 - $504.26 $646K - $692K
37.5K $18.1M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-3.48K
- 6.68%
$29.81 - $42.36 $104K - $147K
48.6K $1.53M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-533
- 2.81%
$176.58 - $207.02 $94.1K - $110K
18.4K $3.33M
PANW
Palo Alto Networks Inc

Technology
-2.39K
- 14.97%
$204.77 - $221.38 $489K - $528K
13.5K $2.78M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-500
- 2.98%
$577.77 - $604.78 $289K - $302K
16.3K $9.54M
ACN
Accenture PLC

Technology
-1.2K
- 6.11%
$234.02 - $253.35 $282K - $305K
18.5K $4.46M
LMT
Lockheed Martin Corp

Industrials
-347
- 5.01%
$452.1 - $514.24 $157K - $178K
6.58K $3.1M
CDNS
Cadence Design Systems Inc

Technology
-800
- 34.57%
$314.93 - $353.36 $252K - $283K
1.51K $476K
BXSL
Blackstone Secured Lending Fund

Financial Services
-13.3K
- 25.23%
$25.02 - $27.16 $332K - $360K
39.3K $1.05M
TTAC
Fcf Us Quality ETF

ETFs
-4.37K
- 4.21%
N/A
99.4K $6.95M
PM
Philip Morris International Inc.

Consumer Defensive
-1.55K
- 22.79%
$144.33 - $160.86 $223K - $249K
5.24K $800K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-12.5K
- 12.66%
$18.93 - $19.55 $236K - $244K
86K $1.63M
ICVT
Ishares Tr Convertible Bond Et

ETFs
-2.65K
- 51.21%
$98.1 - $103.73 $260K - $275K
2.53K $247K
NETZ
Engine No 1 ETF Tr Transform C

ETFs
-3.64K
- 6.79%
N/A
49.9K $3.72M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-3.35K
- 7.22%
$68.28 - $84.44 $229K - $283K
43.1K $3.28M
GS
Goldman Sachs Group Inc

Financial Services
-230
- 6.47%
$744.6 - $838.97 $171K - $193K
3.33K $2.58M
JBBB
Janus Detroit Str Tr Henderson

ETFs
-5.09K
- 38.6%
$47.78 - $48.21 $243K - $245K
8.1K $388K
SYK
Stryker Corp

Healthcare
-504
- 7.35%
$353.81 - $388.35 $178K - $196K
6.35K $2.29M
Activity Summary
Buys All Purchases 245 New Holdings 34 Increased Positions 211 Sells All Sells 174 Reductions 174 Sold out 0 Options Calls 0 Puts 0
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