Cyndeo Wealth Partners, LLC Reduced Holdings in Q1 2025

Cyndeo Wealth Partners, LLC

  • $1.47 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.23K
- 23.68%
$56.12 - $68.15 $69.1K - $83.9K
3.97K $269K
GWW
W.W. Grainger, Inc.

Industrials
-23
- 8.68%
$953.54 - $1132.42 $21.9K - $26K
242 $239K
EEM
Ishares Msci Emerging Markets

ETFs
-2.1K
- 7.47%
$40.81 - $45.34 $85.7K - $95.2K
26K $1.14M
PMO
Putnam Municipal Opportunities Trust

Financial Services
-3.76K
- 9.74%
$9.96 - $10.76 $37.5K - $40.5K
34.9K $355K
XAR
Spdr S&P Aerospace & Defense E

ETFs
-83
- 1.58%
$157.71 - $180.77 $13.1K - $15K
5.18K $838K
IEV
Ishares Tr Europe ETF

ETFs
-1.07K
- 23.45%
$51.89 - $60.68 $55.6K - $65K
3.5K $203K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-258
- 8.23%
$126.11 - $135.06 $32.5K - $34.8K
2.88K $366K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-2.05K
- 20.89%
$26.71 - $31.58 $54.6K - $64.6K
7.75K $234K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-33
- 0.27%
$53.6 - $58.97 $1.77K - $1.95K
12.4K $671K
CF
Cf Industries Holdings, Inc.

Basic Materials
-33
- 1.0%
$75.03 - $97.25 $2.48K - $3.21K
3.26K $254K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-112
- 4.85%
$119.84 - $136.1 $13.4K - $15.2K
2.2K $265K
FIS
Fidelity National Information Services, Inc.

Technology
-31
- 0.94%
$68.12 - $83.42 $2.11K - $2.59K
3.26K $243K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.82K
- 3.8%
$42.5 - $46.71 $77.1K - $84.8K
45.9K $2.08M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-377
- 3.84%
$50.48 - $51.04 $19K - $19.2K
9.44K $477K
ITW
Illinois Tool Works Inc

Industrials
-1
- 0.03%
$244.9 - $274.48 $245 - $274
3.2K $792K
SUB
Ishares Short Term National Mu

ETFs
-117
- 5.71%
$105.3 - $106.24 $12.3K - $12.4K
1.93K $204K
MET
Metlife Inc

Financial Services
-10
- 0.14%
$77.7 - $87.0 $777 - $870
6.95K $558K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-4
- 0.18%
$108.02 - $120.45 $432 - $482
2.19K $241K
MCO
Moodys Corp

Financial Services
-10
- 1.38%
$437.8 - $527.48 $4.38K - $5.27K
713 $332K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-125
- 1.16%
$91.45 - $91.75 $11.4K - $11.5K
10.6K $972K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-70
- 1.57%
$78.12 - $83.7 $5.47K - $5.86K
4.38K $350K
ARCC
Ares Capital Corp

Financial Services
-468
- 2.44%
$21.28 - $23.81 $9.96K - $11.1K
18.7K $413K
BXSL
Blackstone Secured Lending Fund

Financial Services
-242
- 0.44%
$31.3 - $34.5 $7.57K - $8.35K
54.4K $1.76M
HSIC
Henry Schein Inc

Healthcare
-6
- 0.15%
$68.49 - $81.91 $411 - $491
3.99K $273K
Blackrock Inc
-7.5K
- 87.27%
N/A
1.09K $0
PIZ
Invesco Exchange Traded Fd Tr
-14
- 0.06%
N/A
24.2K $0
Grayscale Ethereum Trust ETF
-1.28K
- 3.7%
N/A
33.2K $0
JUCY
ETF Ser Solutions Aptus Enhanc
-15.4K
- 37.13%
N/A
26.1K $0
Ge Vernova Inc
-8
- 0.98%
N/A
808 $0
J P Morgan Exchange Traded F
-28.9K
- 41.2%
N/A
41.2K $0
CGMU
Capital Group Core Plus Income
-3.07K
- 21.15%
N/A
11.4K $0
Blackrock ETF Trust Ii
-8.79K
- 7.79%
N/A
104K $0
Arista Networks Inc
-178
- 5.86%
N/A
2.86K $0
Ark 21 Shares Bitcoin ETF
-13.5K
- 9.65%
N/A
126K $0
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-3
- 0.12%
$97.38 - $104.52 $292 - $314
2.48K $250K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-170
- 1.56%
$71.17 - $73.66 $12.1K - $12.5K
10.7K $787K
HUM
Humana Inc

Healthcare
-2
- 0.2%
$249.11 - $303.11 $498 - $606
981 $259K
CSCO
Cisco Systems, Inc.

Technology
-373
- 2.53%
$58.74 - $64.87 $21.9K - $24.2K
14.3K $885K
XLE
Energy Sector Spdr

ETFs
-287
- 4.31%
$85.7 - $93.96 $24.6K - $27K
6.38K $589K
PG
Procter & Gamble CO

Consumer Defensive
-785
- 1.43%
$158.56 - $176.26 $124K - $138K
54.2K $9.24M
EWI
Ishares Inc Msci Italy ETF

ETFs
-455
- 6.2%
$35.58 - $43.99 $16.2K - $20K
6.88K $291K
EFV
Msci Eafe Value ETF

ETFs
-4.09K
- 9.75%
$51.88 - $60.73 $212K - $248K
37.8K $2.23M
AFL
Aflac Inc

Financial Services
-7
- 0.17%
$100.99 - $111.19 $707 - $778
4.13K $458K
ICE
Intercontinental Exchange, Inc.

Financial Services
-4
- 0.25%
$142.8 - $176.36 $571 - $705
1.63K $280K
ALL
Allstate Corp

Financial Services
-25
- 0.78%
$180.99 - $210.18 $4.52K - $5.25K
3.19K $660K
BMY
Bristol Myers Squibb CO

Healthcare
-1
- 0.01%
$53.9 - $63.11 $53.9 - $63.1
9.53K $581K
DE
Deere & CO

Industrials
-5
- 0.48%
$408.57 - $509.27 $2.04K - $2.55K
1.05K $490K
DUK
Duke Energy Corp

Utilities
-248
- 4.63%
$105.87 - $121.97 $26.3K - $30.2K
5.11K $623K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-292
- 2.51%
$74.85 - $84.89 $21.9K - $24.8K
11.3K $925K
Activity Summary
Buys All Purchases 235 New Holdings 41 Increased Positions 194 Sells All Sells 172 Reductions 172 Sold out 0 Options Calls 0 Puts 0
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