Cyndeo Wealth Partners, LLC Portfolio Holdings
Cyndeo Wealth Partners, LLC
- $1.27 Billion
- Q2 2024
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 394
- Current Value $1.27 Billion
- Prior Value $1.19 Billion
- Filing
- Period Q2 2024
- Filing Date July 30, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 40 stocks
- Additional Purchases 192 stocks
- Sold out of 0 stocks
- Reduced holdings in 117 stocks