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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$160B
$8.98 Million 0.52% of portfolio
118,952
Q3 2025 Reduced 0.02%
$15.3B
$9.01 Million 0.52% of portfolio
110,494
Q3 2025 Added 2,407.24%
$7.15B
$8.74 Million 0.51% of portfolio
216,765
Q3 2025 Reduced 2.19%
$356B
$8.73 Million 0.51% of portfolio
56,798
Q3 2025 Added 1.89%
$26.3B
$8.7 Million 0.51% of portfolio
61,483
Q3 2025 Reduced 0.92%
$477B
$8.73 Million 0.51% of portfolio
77,436
Q3 2025 Added 3.96%
$1.72T
$8.56 Million 0.5% of portfolio
35,161
Q3 2025 Reduced 0.09%
$0
$8.59 Million 0.5% of portfolio
18,331
Q3 2025 Reduced 2.86%
$120B
$8.59 Million 0.5% of portfolio
34,976
Q3 2025 Added 0.29%
$220B
$8.45 Million 0.49% of portfolio
27,805
Q3 2025 Added 1.8%
$108B
$8.38 Million 0.49% of portfolio
28,548
Q3 2025 Reduced 9.47%
$0
$8.43 Million 0.49% of portfolio
425,682
Q3 2025 Reduced 1.2%
$58.9B
$8.36 Million 0.49% of portfolio
295,386
Q3 2025 Reduced 0.11%
$7B
$8.43 Million 0.49% of portfolio
253,505
Q3 2025 Added 4.28%
$11B
$8.5 Million 0.49% of portfolio
78,279
Q3 2025 New
$21.3B
$7.52 Million 0.44% of portfolio
214,507
Q3 2025 Reduced 0.11%
$0
$7.26 Million 0.42% of portfolio
103,756
Q3 2025 Added 3.98%
$24.9B
$7.24 Million 0.42% of portfolio
38,683
Q3 2025 Added 0.19%
$0
$7.07 Million 0.41% of portfolio
104,102
Q3 2025 Added 0.69%
$160B
$7 Million 0.41% of portfolio
24,794
Q3 2025 Reduced 0.64%
$115B
$6.88 Million 0.4% of portfolio
24,368
Q3 2025 Reduced 8.88%
$526B
$6.63 Million 0.39% of portfolio
11,648
Q3 2025 Reduced 0.31%
$14.1B
$6.64 Million 0.39% of portfolio
637,705
Q3 2025 Added 0.46%
$0
$6.47 Million 0.38% of portfolio
120,636
Q3 2025 Added 1.29%
$104B
$6.48 Million 0.38% of portfolio
15,349
Q3 2025 Reduced 1.91%
$115B
$6.5 Million 0.38% of portfolio
56,761
Q3 2025 Reduced 0.96%
$305B
$6.32 Million 0.37% of portfolio
13,252
Q3 2025 Added 206.69%
$42.7B
$6.12 Million 0.36% of portfolio
68,268
Q3 2025 Reduced 0.88%
$275B
$6.01 Million 0.35% of portfolio
58,337
Q3 2025 Reduced 0.47%
$0
$5.86 Million 0.34% of portfolio
98,947
Q3 2025 Added 2.48%
$0
$5.81 Million 0.34% of portfolio
332,558
Q3 2025 Reduced 5.86%
$177B
$5.8 Million 0.34% of portfolio
29,815
Q3 2025 Reduced 0.97%
$0
$5.61 Million 0.33% of portfolio
20,507
Q2 2025 Added 10.61%
$104B
$5.22 Million 0.3% of portfolio
30,554
Q3 2025 Reduced 1.59%
$99.3B
$4.94 Million 0.29% of portfolio
6,513
Q3 2025 Added 15.4%
$158B
$4.86 Million 0.28% of portfolio
19,698
Q3 2025 Reduced 1.21%
$0
$4.84 Million 0.28% of portfolio
154,249
Q3 2025 Added 2.19%
$0
$4.82 Million 0.28% of portfolio
102,728
Q3 2025 Reduced 0.2%
$0
$4.66 Million 0.27% of portfolio
91,559
Q3 2025 Added 1.06%
$0
$4.49 Million 0.26% of portfolio
442,761
Q3 2025 Reduced 2.24%
$5.08B
$4.44 Million 0.26% of portfolio
611,979
Q3 2025 Reduced 0.89%
$127B
$4.49 Million 0.26% of portfolio
12,623
Q3 2025 Reduced 0.23%
$0
$4.42 Million 0.26% of portfolio
93,046
Q3 2025 Reduced 2.34%
$132B
$4.3 Million 0.25% of portfolio
10,099
Q3 2025 Reduced 58.74%
$144B
$4.22 Million 0.25% of portfolio
43,178
Q3 2025 Reduced 3.77%
$5.93B
$4.36 Million 0.25% of portfolio
40,427
Q3 2025 Reduced 1.56%
$0
$4.32 Million 0.25% of portfolio
346,710
Q2 2025 Reduced 13.48%
$188B
$4.11 Million 0.24% of portfolio
6,023
Q3 2025 Reduced 2.32%
$0
$4.06 Million 0.24% of portfolio
6,767
Q3 2025 Reduced 0.76%

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
Track This Portfolio

Track Cyndeo Wealth Partners, LLC Portfolio

Follow Cyndeo Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cyndeo Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cyndeo Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email