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
EWQ
Ishares Msci France ETF

ETFs
-259
- 3.68%
$35.65 - $43.57 $9.23K - $11.3K
6.78K $290K
SRE
Sempra Energy

Utilities
-79
- 1.84%
$63.78 - $78.91 $5.04K - $6.23K
4.21K $319K
CMI
Cummins Inc

Industrials
-2
- 0.19%
$267.12 - $336.65 $534 - $673
1.07K $350K
ICE
Intercontinental Exchange, Inc.

Financial Services
-9
- 0.55%
$151.62 - $183.47 $1.36K - $1.65K
1.62K $296K
SYK
Stryker Corp

Healthcare
-20
- 1.96%
$337.37 - $395.63 $6.75K - $7.91K
1K $395K
RSG
Republic Services, Inc.

Industrials
-210
- 1.37%
$227.2 - $258.07 $47.7K - $54.2K
15.1K $3.72M
GD
General Dynamics Corp

Industrials
-20
- 1.58%
$247.68 - $291.66 $4.95K - $5.83K
1.25K $363K
IWM
Ishares Russell 2000 ETF

ETFs
-107
- 4.17%
$174.82 - $215.79 $18.7K - $23.1K
2.46K $530K
EWI
Ishares Inc Msci Italy ETF

ETFs
-276
- 4.01%
$36.6 - $48.32 $10.1K - $13.3K
6.6K $317K
EWH
Ishares Msci Hong Kong ETF

ETFs
-447
- 2.78%
$15.2 - $20.06 $6.79K - $8.97K
15.6K $310K
RDVY
First Trust Rising Dividend Ac

ETFs
-37
- 0.48%
$51.6 - $62.74 $1.91K - $2.32K
7.72K $484K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-369
- 4.33%
$70.44 - $86.87 $26K - $32.1K
8.15K $708K
MMM
3 M CO

Industrials
-25
- 0.37%
$126.09 - $154.15 $3.15K - $3.85K
6.65K $1.01M
EFX
Equifax Inc

Industrials
-19
- 0.76%
$205.5 - $280.54 $3.9K - $5.33K
2.49K $644K
FV
First Trust Dorsey Wright Focu

ETFs
-40
- 0.48%
$48.43 - $59.26 $1.94K - $2.37K
8.24K $488K
DE
Deere & CO

Industrials
-10
- 0.96%
$412.99 - $531.48 $4.13K - $5.31K
1.04K $526K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
-786
- 1.73%
$56.84 - $65.5 $44.7K - $51.5K
44.7K $2.93M
MRVL
Marvell Technology, Inc.

Technology
-311
- 7.91%
$49.38 - $79.97 $15.4K - $24.9K
3.62K $280K
NVS
Novartis Ag

Healthcare
-27
- 0.58%
$101.96 - $121.01 $2.75K - $3.27K
4.59K $555K
CF
Cf Industries Holdings, Inc.

Basic Materials
-41
- 1.26%
$68.47 - $102.48 $2.81K - $4.2K
3.22K $296K
MPC
Marathon Petroleum Corp

Energy
-18
- 0.76%
$118.55 - $170.08 $2.13K - $3.06K
2.35K $389K
MCK
Mckesson Corp

Healthcare
-10
- 1.05%
$652.83 - $732.78 $6.53K - $7.33K
941 $689K
AMAT
Applied Materials Inc

Technology
-92
- 5.17%
$126.95 - $183.52 $11.7K - $16.9K
1.69K $308K
EMGF
Ishares Msci Emerging Markets

ETFs
-1.13K
- 5.08%
$41.37 - $52.07 $46.6K - $58.6K
21.1K $1.1M
EIS
Ishares Inc Mcsi Israel ETF

ETFs
-123
- 3.25%
$69.8 - $94.88 $8.59K - $11.7K
3.67K $347K
MAR
Marriott International Inc

Consumer Cyclical
-6
- 0.31%
$211.12 - $274.14 $1.27K - $1.64K
1.92K $524K
RJF
Raymond James Financial Inc

Financial Services
-20
- 0.42%
$123.65 - $153.88 $2.47K - $3.08K
4.74K $726K
CTAS
Cintas Corp

Industrials
-101
- 1.77%
$190.11 - $227.66 $19.2K - $23K
5.59K $1.25M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-117
- 1.03%
$72.96 - $90.39 $8.54K - $10.6K
11.2K $1M
DIS
Walt Disney CO

Communication Services
-1.16K
- 13.16%
$81.72 - $124.01 $94.6K - $144K
7.64K $947K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-88
- 3.29%
$180.84 - $240.32 $15.9K - $21.1K
2.59K $621K
CDNS
Cadence Design Systems Inc

Technology
-10
- 0.63%
$231.64 - $323.08 $2.32K - $3.23K
1.57K $483K
IYW
Ishares Dj Us Tech ETF

ETFs
-1.88K
- 15.13%
$122.57 - $173.27 $230K - $326K
10.5K $1.83M
NTRS
Northern Trust Corp

Financial Services
-45
- 1.42%
$84.45 - $126.79 $3.8K - $5.71K
3.13K $396K
FYX
First Tr Small Cap Core Alphad

ETFs
-92
- 0.72%
$79.22 - $97.28 $7.29K - $8.95K
12.8K $1.24M
EEM
Ishares Msci Emerging Markets

ETFs
-678
- 2.61%
$38.52 - $48.28 $26.1K - $32.7K
25.3K $1.22M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-983
- 1.3%
$35.35 - $42.68 $34.7K - $42K
74.5K $3.17M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-227
- 3.93%
$40.51 - $71.03 $9.2K - $16.1K
5.55K $390K
FTC
First Tr Lge Cap Growth

ETFs
-10
- 0.16%
$116.97 - $150.97 $1.17K - $1.51K
6.38K $963K
PAVE
Global X Fds Us Infrastructure

ETFs
-204
- 0.71%
$33.78 - $43.68 $6.89K - $8.91K
28.4K $1.24M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-265
- 0.58%
$39.89 - $49.46 $10.6K - $13.1K
45.7K $2.26M
FDN
First Tr Fd Dow Jones

ETFs
-447
- 6.13%
$200.29 - $269.33 $89.5K - $120K
6.84K $1.84M
APP
App Lovin Corp

Technology
-148
- 4.55%
$219.37 - $417.89 $32.5K - $61.8K
3.1K $1.09M
XLK
Technology Sector Spdr

ETFs
-70
- 1.33%
$179.73 - $253.23 $12.6K - $17.7K
5.21K $1.32M
XAR
Spdr S&P Aerospace & Defense E

ETFs
-39
- 0.75%
$144.94 - $210.94 $5.65K - $8.23K
5.14K $1.08M
CAT
Caterpillar Inc

Industrials
-11
- 0.25%
$273.94 - $388.21 $3.01K - $4.27K
4.32K $1.68M
IXUS
Ishares Tr

ETFs
-155
- 0.44%
$62.37 - $77.63 $9.67K - $12K
35.1K $2.71M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-1K
- 2.1%
$41.45 - $54.46 $41.5K - $54.5K
46.7K $2.43M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
-1.93K
- 5.97%
$83.67 - $109.12 $161K - $210K
30.3K $3.31M
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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