Cyndeo Wealth Partners, LLC has filed its 13F form on July 30, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.27 Billion distributed in 394 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $67.6M, Amazon Com Inc with a value of $33.9M, Ishares Core U.S. Aggregate Bo with a value of $32.4M, Apple Inc. with a value of $27.1M, and Abb Vie Inc. with a value of $24.2M.
Examining the 13F form we can see an increase of $75.2M in the current position value, from $1.19B to 1.27B.
Cyndeo Wealth Partners, LLC is based out at St. Petersburg, FL
Below you can find more details about Cyndeo Wealth Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.27 Billion
ETFs: $411 Million
Technology: $225 Million
Financial Services: $162 Million
Healthcare: $104 Million
Consumer Cyclical: $83.4 Million
Consumer Defensive: $61.3 Million
Industrials: $60.3 Million
Energy: $55.9 Million
Other: $100 Million
Stock Holdings Table Market Cap. of $200 Billions or more