Cyndeo Wealth Partners, LLC Portfolio Holdings
Cyndeo Wealth Partners, LLC
- $1.47 Billion
- Q1 2025
Cyndeo Wealth Partners, LLC has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.47 Billion distributed in 448 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $61.5M, Apple Inc. with a value of $44.5M, Amazon Com Inc with a value of $38.3M, Broadcom Inc. with a value of $32M, and Nvidia Corp with a value of $27.9M.
Examining the 13F form we can see an increase of $52.2M in the current position value, from $1.42B to 1.47B.
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
$1.47 Billion
ETFs: $452 Million
Technology: $256 Million
Financial Services: $215 Million
Healthcare: $122 Million
Consumer Cyclical: $101 Million
Consumer Defensive: $72.4 Million
Industrials: $69.5 Million
Communication Services: $66 Million
Other: $114 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 448
- Current Value $1.47 Billion
- Prior Value $1.42 Billion
- Filing
- Period Q1 2025
- Filing Date April 17, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 41 stocks
- Additional Purchases 194 stocks
- Sold out of 0 stocks
- Reduced holdings in 172 stocks