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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$116B
$3.94 Million 0.27% of portfolio
28,174
Q1 2025 Added 1.23%
$0
$3.79 Million 0.26% of portfolio
141,862
Q1 2025 Reduced 14.76%
$0
$3.9 Million 0.26% of portfolio
18,540
Q1 2025 Added 888.8%
$0
$3.85 Million 0.26% of portfolio
51,768
Q1 2025 Added 5.92%
$57.5B
$3.76 Million 0.26% of portfolio
7,771
Q1 2025 Reduced 1.52%
$0
$3.89 Million 0.26% of portfolio
148,369
Q1 2025 Added 7.04%
$5.85B
$3.71 Million 0.25% of portfolio
2,588
Q1 2025 Reduced 2.74%
$77.1B
$3.71 Million 0.25% of portfolio
15,311
Q1 2025 Added 4.48%
$212B
$3.73 Million 0.25% of portfolio
6,070
Q1 2025 Reduced 11.54%
$106B
$3.61 Million 0.25% of portfolio
12,529
Q1 2025 Reduced 1.96%
$89.3B
$3.6 Million 0.24% of portfolio
10,321
Q1 2025 Reduced 4.76%
$0
$3.5 Million 0.24% of portfolio
37,338
Q1 2025 Added 5.07%
$142B
$3.59 Million 0.24% of portfolio
141,687
Q1 2025 Added 4.31%
$219B
$3.59 Million 0.24% of portfolio
27,139
Q1 2025 Reduced 8.15%
$91.5B
$3.4 Million 0.23% of portfolio
5,591
Q1 2025 Added 25.47%
$254B
$3.43 Million 0.23% of portfolio
13,782
Q1 2025 Reduced 1.4%
$297B
$3.31 Million 0.22% of portfolio
19,761
Q1 2025 Added 0.5%
$124B
$3.22 Million 0.22% of portfolio
7,217
Q1 2025 Added 0.03%
$0
$3.06 Million 0.21% of portfolio
75,450
Q1 2025 Added 92.36%
$28.5B
$3.02 Million 0.21% of portfolio
35,089
Q1 2025 Added 0.01%
$0
$3.02 Million 0.21% of portfolio
32,267
Q1 2025 Reduced 6.86%
$0
$3.11 Million 0.21% of portfolio
125,504
Q1 2025 Reduced 8.21%
$29.7B
$2.96 Million 0.2% of portfolio
21,752
Q1 2025 New
$0
$2.89 Million 0.2% of portfolio
45,494
Q1 2025 New
$171B
$2.98 Million 0.2% of portfolio
7,764
Q1 2025 Added 2.86%
$2.15B
$2.87 Million 0.2% of portfolio
118,444
Q1 2024 Added 18.44%
$85.4B
$2.77 Million 0.19% of portfolio
1,999
Q1 2025 Reduced 11.55%
$0
$2.73 Million 0.19% of portfolio
107,767
Q1 2025 Added 21.95%
$23.5B
$2.82 Million 0.19% of portfolio
85,259
Q1 2025 Added 0.16%
$0
$2.81 Million 0.19% of portfolio
10,924
Q1 2025 Added 3.02%
$59.6B
$2.69 Million 0.18% of portfolio
41,340
Q1 2025 Reduced 3.54%
$103B
$2.58 Million 0.18% of portfolio
11,869
Q1 2025 Reduced 35.55%
$320B
$2.64 Million 0.18% of portfolio
3,986
Q1 2025 Added 24.25%
$0
$2.59 Million 0.18% of portfolio
15,182
Q1 2025 Added 2.39%
$0
$2.67 Million 0.18% of portfolio
5,695
Q1 2025 Added 69.65%
$0
$2.49 Million 0.17% of portfolio
46,474
Q1 2025 Added 88.44%
$0
$2.46 Million 0.17% of portfolio
35,245
Q1 2025 Reduced 16.25%
$236B
$2.57 Million 0.17% of portfolio
25,028
Q1 2025 Added 5.67%
$0
$2.39 Million 0.16% of portfolio
24,236
Q1 2025 Added 14.02%
$427B
$2.4 Million 0.16% of portfolio
3
Q4 2022 New
$173B
$2.4 Million 0.16% of portfolio
34,951
Q1 2025 Added 0.75%
$167B
$2.35 Million 0.16% of portfolio
4,726
Q1 2025 Reduced 24.97%
$173B
$2.35 Million 0.16% of portfolio
4,616
Q1 2025 Reduced 23.45%
$57.1B
$2.34 Million 0.16% of portfolio
13,726
Q1 2025 Reduced 9.01%
$0
$2.17 Million 0.15% of portfolio
8,511
Q1 2025 Added 32.1%
$0
$2.17 Million 0.15% of portfolio
47,715
Q1 2025 Reduced 0.28%
$0
$2.23 Million 0.15% of portfolio
37,812
Q1 2025 Reduced 9.75%
$212B
$2.2 Million 0.15% of portfolio
24,533
Q1 2025 Reduced 2.76%
$1.52B
$2.14 Million 0.15% of portfolio
42,582
Q1 2025 Reduced 17.52%

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
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