Cyndeo Wealth Partners, LLC Portfolio Holdings
Cyndeo Wealth Partners, LLC
- $1.42 Billion
- Q4 2024
Cyndeo Wealth Partners, LLC has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.42 Billion distributed in 441 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $62.2M, Apple Inc. with a value of $45.7M, Amazon Com Inc with a value of $43.1M, Broadcom Inc. with a value of $31.7M, and Nvidia Corp with a value of $27.6M.
Examining the 13F form we can see an increase of $15.8M in the current position value, from $1.4B to 1.42B.
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
$1.42 Billion
ETFs: $427 Million
Technology: $265 Million
Financial Services: $180 Million
Healthcare: $113 Million
Consumer Cyclical: $106 Million
Consumer Defensive: $78.5 Million
Industrials: $72.9 Million
Communication Services: $57.4 Million
Other: $117 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 441
- Current Value $1.42 Billion
- Prior Value $1.4 Billion
- Filing
- Period Q4 2024
- Filing Date January 21, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 28 stocks
- Additional Purchases 216 stocks
- Sold out of 0 stocks
- Reduced holdings in 135 stocks