Cyndeo Wealth Partners, LLC Reduced Holdings in Q3 2024

Cyndeo Wealth Partners, LLC

  • $1.4 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-1.34K
- 5.04%
$91.42 - $91.82 $122K - $123K
25.2K $2.31M
MMM
3 M CO

Industrials
-3.31K
- 33.15%
$99.69 - $139.42 $330K - $462K
6.68K $912K
PH
Parker Hannifin Corp

Industrials
-1.25K
- 22.79%
$501.01 - $635.92 $624K - $792K
4.22K $2.67M
SHEL
Shell PLC

Energy
-28
- 0.19%
$65.65 - $73.28 $1.84K - $2.05K
14.7K $968K
APD
Air Products & Chemicals, Inc.

Basic Materials
-528
- 30.24%
$247.34 - $300.11 $131K - $158K
1.22K $362K
CME
Cme Group Inc.

Financial Services
-655
- 23.89%
$193.43 - $220.62 $127K - $145K
2.09K $460K
WFC
Wells Fargo & Company

Financial Services
-630
- 4.42%
$51.58 - $60.97 $32.5K - $38.4K
13.6K $769K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-373
- 12.29%
$283.28 - $314.39 $106K - $117K
2.66K $836K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-1.74K
- 4.79%
$49.69 - $50.5 $86.2K - $87.6K
34.5K $1.74M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-5.57K
- 14.91%
$25.45 - $29.53 $142K - $164K
31.8K $926K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-1.1K
- 11.73%
$100.75 - $111.62 $111K - $123K
8.3K $906K
NXPI
Nxp Semiconductors N.V.

Technology
-78
- 5.79%
$225.14 - $290.78 $17.6K - $22.7K
1.27K $304K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-1.64K
- 10.14%
$89.91 - $101.33 $148K - $166K
14.6K $1.43M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-2.98K
- 3.34%
$48.27 - $49.43 $144K - $147K
86.1K $4.25M
RJF
Raymond James Financial Inc

Financial Services
-319
- 6.26%
$106.39 - $125.13 $33.9K - $39.9K
4.78K $585K
AMD
Advanced Micro Devices Inc

Technology
-497
- 2.06%
$128.67 - $183.96 $63.9K - $91.4K
23.7K $3.88M
EWN
Ishares Msci Netherlnds ETF

ETFs
-707
- 9.6%
$46.22 - $52.65 $32.7K - $37.2K
6.65K $338K
F
Ford Motor CO

Consumer Cyclical
-219
- 1.73%
$9.71 - $14.55 $2.13K - $3.19K
12.4K $131K
FTXN
First Tr ETF Vi Nasdaq Oil & G

ETFs
-12
- 0.1%
$28.19 - $31.47 $338 - $378
12.4K $360K
CASY
Caseys General Stores Inc

Consumer Cyclical
-10
- 0.37%
$354.52 - $391.16 $3.55K - $3.91K
2.72K $1.02M
EDEN
Ishares Tr Msci Denmark ETF

ETFs
-114
- 4.67%
$120.09 - $132.34 $13.7K - $15.1K
2.33K $295K
IYW
Ishares Dj Us Tech ETF

ETFs
-159
- 1.23%
$133.16 - $158.73 $21.2K - $25.2K
12.7K $1.93M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-565
- 4.92%
$71.45 - $75.64 $40.4K - $42.7K
10.9K $819K
Gsk PLC
-82
- 0.56%
N/A
14.7K $0
JUCY
ETF Ser Solutions Aptus Enhanc
-4.91K
- 11.31%
N/A
38.5K $0
FTXL
First Tr ETF Vi Nasdaq Semicon
-513
- 2.18%
N/A
23K $0
PIZ
Invesco Exchange Traded Fd Tr
-4.05K
- 13.2%
N/A
26.6K $0
Pimco ETF Tr
-130K
- 90.35%
N/A
13.9K $0
Linde PLC
-1.56K
- 9.53%
N/A
14.8K $0
TTAI
Fcf International Quality ETF
-1.8K
- 3.98%
N/A
43.3K $0
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-154
- 3.71%
$49.82 - $52.8 $7.67K - $8.13K
3.99K $209K
BOND
Pimco Active Bond Exchange Tra

ETFs
-454
- 3.51%
$90.01 - $95.32 $40.9K - $43.3K
12.5K $1.18M
PFF
Ishares Trust Ishares Pfd And

ETFs
-856
- 4.82%
$31.18 - $33.5 $26.7K - $28.7K
16.9K $561K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-99
- 3.94%
$106.11 - $113.72 $10.5K - $11.3K
2.41K $272K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-179
- 2.02%
$41.95 - $43.42 $7.51K - $7.77K
8.68K $376K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-147
- 1.65%
$51.02 - $52.74 $7.5K - $7.75K
8.74K $460K
EIRL
Ishares Tr Msci Ireland ETF

ETFs
-194
- 4.23%
$64.63 - $70.34 $12.5K - $13.6K
4.39K $301K
IR
Ingersoll Rand Inc.

Industrials
-92
- 3.72%
$86.9 - $100.4 $7.99K - $9.24K
2.38K $233K
SYK
Stryker Corp

Healthcare
-31
- 2.92%
$315.94 - $371.96 $9.79K - $11.5K
1.03K $372K
SYY
Sysco Corp

Consumer Defensive
-140
- 4.0%
$69.16 - $78.98 $9.68K - $11.1K
3.36K $262K
NVS
Novartis Ag

Healthcare
-234
- 4.84%
$106.13 - $120.89 $24.8K - $28.3K
4.6K $529K
DGRO
Ishares Core Dividend Growth E

ETFs
-1.02K
- 6.47%
$57.47 - $62.76 $58.3K - $63.7K
14.7K $919K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-4.32K
- 7.81%
$41.9 - $48.26 $181K - $208K
50.9K $2.44M
EWI
Ishares Inc Msci Italy ETF

ETFs
-141
- 1.69%
$34.96 - $39.44 $4.93K - $5.56K
8.2K $319K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-516
- 2.74%
$54.98 - $59.51 $28.4K - $30.7K
18.3K $1.09M
DFS
Discover Financial Services

Financial Services
-43
- 1.23%
$123.41 - $144.72 $5.31K - $6.22K
3.47K $486K
FLEX
Flex Ltd.

Technology
-10.3K
- 10.84%
$28.1 - $34.0 $290K - $351K
85.1K $2.84M
VEA
Vanguard Ftse Developed Market

ETFs
-1.16K
- 4.29%
$47.6 - $53.31 $55.2K - $61.8K
25.9K $1.37M
GWW
W.W. Grainger, Inc.

Industrials
-5
- 1.82%
$896.19 - $1044.18 $4.48K - $5.22K
270 $280K
Activity Summary
Buys All Purchases 272 New Holdings 70 Increased Positions 202 Sells All Sells 126 Reductions 126 Sold out 0 Options Calls 0 Puts 0
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