Cyndeo Wealth Partners, LLC Reduced Holdings in Q2 2025

Cyndeo Wealth Partners, LLC

  • $1.61 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-21.4K
- 78.41%
$274.35 - $599.47 $5.88M - $12.8M
5.9K $1.84M
OKE
Oneok Inc

Energy
-75K
- 87.72%
$78.71 - $100.37 $5.91M - $7.53M
10.5K $857K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-266K
- 96.24%
$22.66 - $26.12 $6.02M - $6.94M
10.4K $254K
TFC
Truist Financial Corp

Financial Services
-163K
- 89.53%
$34.79 - $42.99 $5.67M - $7.01M
19.1K $819K
UPS
United Parcel Service Inc

Industrials
-49.9K
- 72.49%
$91.92 - $110.2 $4.59M - $5.5M
18.9K $1.91M
GOOG
Alphabet Inc.

Communication Services
-18.9K
- 35.0%
$146.58 - $180.01 $2.78M - $3.41M
35.2K $6.24M
ADBE
Adobe Inc.

Technology
-5.67K
- 73.02%
$340.0 - $420.68 $1.93M - $2.38M
2.1K $810K
AMD
Advanced Micro Devices Inc

Technology
-21.8K
- 87.02%
$78.21 - $143.81 $1.7M - $3.13M
3.25K $461K
VO
Vanguard Mid Cap ETF

ETFs
-5.43K
- 49.7%
$228.54 - $279.83 $1.24M - $1.52M
5.5K $1.54M
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
-118K
- 20.67%
$9.25 - $10.26 $1.09M - $1.21M
453K $4.65M
OEF
Ishares S&P 100 ETF

ETFs
-3.5K
- 47.31%
N/A
3.89K $1.04M
BIT
Black Rock Multi Sector Income Trust

Financial Services
-65.1K
- 8.87%
$13.11 - $14.6 $854K - $951K
669K $9.76M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-15.1K
- 40.48%
$49.18 - $50.17 $744K - $759K
22.2K $1.12M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
-54K
- 13.48%
$10.82 - $12.71 $584K - $686K
347K $4.32M
IBMO
Ishares Tr Ibonds December 202

ETFs
-28.3K
- 17.5%
$25.32 - $25.63 $717K - $726K
134K $3.42M
MLN
Vaneck Long Muni ETF

ETFs
-22.4K
- 5.97%
$16.49 - $17.52 $370K - $393K
353K $5.97M
EPD
Enterprise Products Partners L.P.

Energy
-2.57K
- 1.92%
$28.95 - $34.22 $74.3K - $87.8K
131K $4.06M
CRM
Salesforce, Inc.

Technology
-2.07K
- 11.97%
$236.26 - $291.15 $488K - $602K
15.2K $4.15M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-1.98K
- 1.89%
$45.07 - $52.57 $89.3K - $104K
103K $5.03M
HYD
Vaneck High Yield Muni ETF

ETFs
-6.49K
- 6.69%
$49.08 - $51.35 $319K - $333K
90.6K $4.55M
ACN
Accenture PLC

Technology
-244
- 1.21%
$279.23 - $323.21 $68.1K - $78.9K
19.9K $5.96M
MRK
Merck & Co., Inc.

Healthcare
-302
- 1.23%
$73.47 - $87.12 $22.2K - $26.3K
24.2K $1.92M
IBMP
Ishares Tr Ibonds December 202

ETFs
-10.7K
- 8.35%
$24.98 - $25.35 $267K - $271K
117K $2.98M
PEP
Pepsico Inc

Consumer Defensive
-69
- 0.49%
$128.02 - $151.37 $8.83K - $10.4K
13.9K $1.84M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-10.5K
- 9.73%
$24.88 - $25.41 $261K - $266K
97.3K $2.47M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-7.99K
- 5.63%
$26.41 - $26.76 $211K - $214K
134K $3.58M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-2.23K
- 5.96%
$85.42 - $94.39 $190K - $210K
35.1K $3.3M
BMY
Bristol Myers Squibb CO

Healthcare
-969
- 10.17%
$44.12 - $59.6 $42.8K - $57.8K
8.56K $396K
FDIG
Fidelity Covington Tr Crypto I

ETFs
-20K
- 42.92%
$21.38 - $35.6 $428K - $712K
26.6K $946K
SBUX
Starbucks Corp

Consumer Cyclical
-1.24K
- 12.85%
$79.69 - $99.41 $98.5K - $123K
8.38K $767K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-2.73K
- 28.77%
$45.3 - $50.64 $124K - $138K
6.75K $331K
T
At&T Inc.

Communication Services
-5.43K
- 18.0%
$26.33 - $28.94 $143K - $157K
24.7K $716K
ARCC
Ares Capital Corp

Financial Services
-6K
- 32.1%
$18.91 - $22.43 $113K - $135K
12.7K $278K
COP
Conocophillips

Energy
-302
- 4.43%
$82.66 - $106.1 $25K - $32K
6.51K $584K
MMD
Main Stay Mac Kay Defined Term Municipal Opportunities Fund

Financial Services
-6.91K
- 36.31%
$14.02 - $15.15 $96.9K - $105K
12.1K $179K
BP
Bp PLC

Energy
-135
- 0.5%
$26.11 - $33.81 $3.52K - $4.56K
26.7K $799K
PMO
Putnam Municipal Opportunities Trust

Financial Services
-9.4K
- 26.96%
$9.46 - $10.23 $88.9K - $96.2K
25.5K $251K
QCOM
Qualcomm Inc

Technology
-803
- 18.61%
$124.66 - $159.48 $100K - $128K
3.51K $559K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-1.11K
- 10.5%
$91.43 - $91.74 $102K - $102K
9.49K $870K
PFF
Ishares Trust Ishares Pfd And

ETFs
-3.21K
- 18.27%
$29.0 - $30.68 $92.9K - $98.3K
14.3K $439K
FTHI
First Trust Exchange Traded Fd

ETFs
-5.14K
- 23.76%
$19.66 - $22.85 $101K - $117K
16.5K $376K
DOW
Dow Inc.

Basic Materials
-413
- 4.17%
$25.81 - $34.89 $10.7K - $14.4K
9.5K $251K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-1
- 0.15%
$483.07 - $625.6 $483 - $626
676 $354K
KMB
Kimberly Clark Corp

Consumer Defensive
-21
- 0.39%
$126.84 - $145.22 $2.66K - $3.05K
5.39K $694K
XLE
Energy Sector Spdr

ETFs
-256
- 4.02%
$76.44 - $94.13 $19.6K - $24.1K
6.12K $518K
MET
Metlife Inc

Financial Services
-872
- 12.54%
$68.42 - $82.49 $59.7K - $71.9K
6.08K $488K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-787
- 3.25%
$96.84 - $99.46 $76.2K - $78.3K
23.4K $2.33M
DHR
Danaher Corp

Healthcare
-10
- 0.12%
$174.64 - $205.16 $1.75K - $2.05K
8.21K $1.62M
AZN
Astrazeneca PLC

Healthcare
-39
- 0.24%
$64.87 - $75.0 $2.53K - $2.93K
16.4K $1.14M
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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