Cyndeo Wealth Partners, LLC Portfolio Holdings
Cyndeo Wealth Partners, LLC
- $1.72 Billion
- Q3 2025
Cyndeo Wealth Partners, LLC has filed its 13F form on October 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.72 Billion distributed in 474 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $85.6M, Broadcom Inc. with a value of $59.3M, Nvidia Corp with a value of $52.5M, Apple Inc. with a value of $52M, and Amazon Com Inc with a value of $45.1M.
Examining the 13F form we can see an increase of $103M in the current position value, from $1.61B to 1.72B.
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
$1.72 Billion
ETFs: $511 Million
Technology: $376 Million
Financial Services: $227 Million
Healthcare: $133 Million
Consumer Cyclical: $116 Million
Consumer Defensive: $83.8 Million
Communication Services: $82.7 Million
Industrials: $80.7 Million
Other: $102 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 474
- Current Value $1.72 Billion
- Prior Value $1.61 Billion
- Filing
- Period Q3 2025
- Filing Date October 10, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 36 stocks
- Additional Purchases 166 stocks
- Sold out of 0 stocks
- Reduced holdings in 223 stocks