Cyndeo Wealth Partners, LLC Reduced Holdings in Q3 2025

Cyndeo Wealth Partners, LLC

  • $1.72 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HCA
Hca Healthcare, Inc.

Healthcare
-14.4K
- 58.74%
$334.32 - $426.2 $4.81M - $6.13M
10.1K $4.3M
PSX
Phillips 66

Energy
-38.8K
- 91.94%
$118.37 - $139.46 $4.59M - $5.41M
3.4K $462K
PGR
Progressive Corp

Financial Services
-13.2K
- 46.7%
$238.61 - $264.3 $3.14M - $3.48M
15K $3.71M
ISRG
Intuitive Surgical Inc

Healthcare
-3.23K
- 31.59%
$433.66 - $544.47 $1.4M - $1.76M
7K $3.13M
TJX
Tjx Companies Inc

Consumer Cyclical
-32.6K
- 25.0%
$121.35 - $144.54 $3.96M - $4.71M
97.9K $14.1M
KO
Coca Cola CO

Consumer Defensive
-13K
- 6.99%
$65.67 - $71.67 $853K - $931K
173K $11.5M
COST
Costco Wholesale Corp

Consumer Defensive
-1.38K
- 26.39%
$915.95 - $994.57 $1.27M - $1.38M
3.86K $3.57M
MSTR
Microstrategy Inc

Technology
-2.89K
- 41.69%
$300.7 - $455.9 $870K - $1.32M
4.05K $1.3M
ADP
Automatic Data Processing Inc

Industrials
-2.99K
- 9.47%
$288.69 - $310.94 $862K - $928K
28.5K $8.38M
ACN
Accenture PLC

Technology
-242
- 1.21%
$232.56 - $304.78 $56.3K - $73.8K
19.7K $4.86M
RSG
Republic Services, Inc.

Industrials
-3.3K
- 21.87%
$225.33 - $246.01 $744K - $812K
11.8K $2.71M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-2.81K
- 57.67%
$404.94 - $499.99 $1.14M - $1.4M
2.06K $999K
ABT
Abbott Laboratories

Healthcare
-3.99K
- 2.22%
$120.51 - $136.62 $480K - $544K
176K $23.5M
CB
Chubb LTD

Financial Services
-2.38K
- 8.88%
$265.99 - $289.59 $632K - $688K
24.4K $6.88M
INTU
Intuit Inc

Technology
-143
- 2.32%
$646.03 - $807.39 $92.4K - $115K
6.02K $4.11M
TGT
Target Corp

Consumer Defensive
-603
- 0.88%
$86.56 - $107.43 $52.2K - $64.8K
68.3K $6.12M
CRM
Salesforce, Inc.

Technology
-320
- 2.1%
$231.66 - $273.65 $74.1K - $87.6K
14.9K $3.53M
BSX
Boston Scientific Corp

Healthcare
-1.69K
- 3.77%
$97.03 - $108.14 $164K - $183K
43.2K $4.22M
CVX
Chevron Corp

Energy
-5.27K
- 26.46%
$145.57 - $161.83 $768K - $853K
14.7K $2.28M
TDG
Trans Digm Group Inc

Industrials
-27
- 1.27%
$1271.04 - $1620.83 $34.3K - $43.8K
2.1K $2.76M
AMP
Ameriprise Financial Inc

Financial Services
-145
- 1.82%
$486.13 - $544.55 $70.5K - $79K
7.82K $3.84M
UPS
United Parcel Service Inc

Industrials
-923
- 4.88%
$82.58 - $105.54 $76.2K - $97.4K
18K $1.5M
SPGI
S&P Global Inc.

Financial Services
-414
- 8.41%
$484.94 - $564.15 $201K - $234K
4.51K $2.19M
TT
Trane Technologies PLC

Industrials
-299
- 1.91%
$398.96 - $472.54 $119K - $141K
15.3K $6.48M
LLY
Eli Lilly & CO

Healthcare
-135
- 0.96%
$625.65 - $812.69 $84.5K - $110K
13.9K $10.6M
KMI
Kinder Morgan, Inc.

Energy
-339
- 0.11%
$26.23 - $28.5 $8.89K - $9.66K
295K $8.36M
COF
Capital One Financial Corp

Financial Services
-1.54K
- 48.57%
$207.29 - $229.74 $320K - $354K
1.63K $347K
BXSL
Blackstone Secured Lending Fund

Financial Services
-2.45K
- 4.46%
$26.07 - $32.55 $63.8K - $79.7K
52.5K $1.37M
HON
Honeywell International Inc

Industrials
-660
- 10.73%
$207.7 - $240.4 $137K - $159K
5.49K $1.16M
IBM
International Business Machines Corp

Technology
-282
- 2.02%
$234.77 - $292.47 $66.2K - $82.5K
13.7K $3.86M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-4.14K
- 22.64%
$55.61 - $57.37 $230K - $238K
14.1K $807K
FNF
Fidelity National Financial, Inc.

Financial Services
-4.19K
- 54.05%
$51.22 - $61.07 $215K - $256K
3.57K $215K
FICO
Fair Isaac Corp

Technology
-32
- 6.29%
$1311.26 - $1869.83 $42K - $59.8K
477 $713K
WM
Waste Management Inc

Industrials
-837
- 26.49%
$213.88 - $237.1 $179K - $198K
2.32K $512K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-211
- 0.2%
$46.51 - $50.07 $9.81K - $10.6K
103K $4.82M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-4.38K
- 10.55%
$82.96 - $95.7 $364K - $419K
37.2K $3.34M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-504
- 18.52%
$567.77 - $614.76 $286K - $310K
2.22K $1.36M
PM
Philip Morris International Inc.

Consumer Defensive
-284
- 4.02%
$157.77 - $183.27 $44.8K - $52K
6.78K $1.1M
AXON
Axon Enterprise, Inc.

Industrials
-38
- 2.72%
$698.02 - $870.97 $26.5K - $33.1K
1.36K $975K
DIS
Walt Disney CO

Communication Services
-954
- 12.49%
$112.25 - $124.0 $107K - $118K
6.69K $765K
APO
Apollo Global Management, Inc.

Financial Services
-1.1K
- 26.88%
$131.55 - $156.05 $145K - $172K
2.99K $398K
ALL
Allstate Corp

Financial Services
-934
- 29.37%
$192.0 - $214.65 $179K - $200K
2.25K $482K
MLN
Vaneck Long Muni ETF

ETFs
-20.7K
- 5.86%
$16.52 - $17.5 $342K - $362K
333K $5.81M
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
-10.2K
- 2.24%
$10.03 - $10.4 $102K - $106K
443K $4.49M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
-2.15K
- 4.88%
$24.0 - $27.1 $51.5K - $58.2K
41.9K $1.04M
ADBE
Adobe Inc.

Technology
-214
- 10.21%
$333.65 - $392.1 $71.4K - $83.9K
1.88K $663K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-3.41K
- 13.74%
$43.36 - $44.8 $148K - $153K
21.4K $951K
CL
Colgate Palmolive CO

Consumer Defensive
-7
- 0.06%
$79.36 - $93.33 $556 - $653
12.2K $972K
CTAS
Cintas Corp

Industrials
-167
- 2.99%
$199.29 - $226.27 $33.3K - $37.8K
5.42K $1.11M
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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