Cyndeo Wealth Partners, LLC Portfolio Holdings

Cyndeo Wealth Partners, LLC

  • $1.61 Billion
  • Q2 2025

Cyndeo Wealth Partners, LLC has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.61 Billion distributed in 465 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $83.5M, Broadcom Inc. with a value of $51.9M, Amazon Com Inc with a value of $45.1M, Nvidia Corp with a value of $43.3M, and Apple Inc. with a value of $42.7M.

Examining the 13F form we can see an increase of $142M in the current position value, from $1.47B to 1.61B.

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 $1.61 Billion
ETFs: $487 Million
Technology: $331 Million
Financial Services: $228 Million
Healthcare: $116 Million
Consumer Cyclical: $103 Million
Consumer Defensive: $88.8 Million
Industrials: $71.8 Million
Communication Services: $62.3 Million
Other: $122 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$234B
$4.12 Million 0.26% of portfolio
13,976
Q2 2025 Added 1.41%
$103B
$4.07 Million 0.25% of portfolio
18,615
Q2 2025 Added 15.99%
$228B
$4.05 Million 0.25% of portfolio
27,734
Q2 2025 Added 2.19%
$0
$3.96 Million 0.25% of portfolio
53,193
Q2 2025 Added 2.75%
$69.2B
$4.06 Million 0.25% of portfolio
130,793
Q2 2025 Reduced 1.92%
$93.7B
$3.94 Million 0.24% of portfolio
5,644
Q2 2025 Added 0.95%
$107B
$3.86 Million 0.24% of portfolio
12,652
Q2 2025 Added 0.98%
$0
$3.76 Million 0.23% of portfolio
6,819
Q2 2025 Added 19.74%
$77.4B
$3.72 Million 0.23% of portfolio
15,101
Q2 2025 Reduced 1.37%
$6.16B
$3.7 Million 0.23% of portfolio
41,069
Q2 2025 Added 1,486.9%
$65.2B
$3.52 Million 0.22% of portfolio
41,540
Q2 2025 Added 0.48%
$0
$3.48 Million 0.22% of portfolio
128,438
Q2 2025 Added 2.34%
$142B
$3.56 Million 0.22% of portfolio
146,694
Q2 2025 Added 3.53%
$88.2B
$3.61 Million 0.22% of portfolio
10,514
Q2 2025 Added 1.87%
$0
$3.58 Million 0.22% of portfolio
133,869
Q2 2025 Reduced 5.63%
$28.7B
$3.51 Million 0.22% of portfolio
34,227
Q2 2025 Reduced 2.46%
$0
$3.42 Million 0.21% of portfolio
133,532
Q2 2025 Reduced 17.5%
$110B
$3.34 Million 0.21% of portfolio
7,217
Q1 2025 Added 0.03%
$288B
$3.33 Million 0.21% of portfolio
4,160
Q2 2025 Added 4.37%
$0
$3.3 Million 0.2% of portfolio
35,111
Q2 2025 Reduced 5.96%
$86.7B
$3.23 Million 0.2% of portfolio
2,123
Q2 2025 Added 6.2%
$0
$3.17 Million 0.2% of portfolio
74,467
Q2 2025 Reduced 1.3%
$60.2B
$3.28 Million 0.2% of portfolio
16,038
Q2 2025 Added 16.84%
$39.1B
$3.21 Million 0.2% of portfolio
25,296
Q2 2025 New
$0
$2.89 Million 0.18% of portfolio
24,252
Q2 2025 Added 90.62%
$0
$2.98 Million 0.18% of portfolio
117,402
Q2 2025 Reduced 8.35%
$0
$2.85 Million 0.18% of portfolio
15,596
Q2 2025 Added 2.73%
$305B
$2.85 Million 0.18% of portfolio
19,929
Q2 2025 Added 0.85%
$0
$2.93 Million 0.18% of portfolio
44,708
Q2 2025 Reduced 1.73%
$0
$2.71 Million 0.17% of portfolio
35,090
Q2 2025 Reduced 0.44%
$3.88B
$2.8 Million 0.17% of portfolio
6,937
Q2 2025 Added 61.74%
$108B
$2.76 Million 0.17% of portfolio
12,495
Q2 2025 Added 5.27%
$1.27B
$2.68 Million 0.17% of portfolio
47,722
Q2 2025 Added 12.07%
$0
$2.74 Million 0.17% of portfolio
51,007
Q2 2025 Added 9.75%
$245B
$2.66 Million 0.16% of portfolio
3,758
Q2 2025 Reduced 0.5%
$2.15B
$2.57 Million 0.16% of portfolio
118,444
Q1 2024 Added 18.44%
$0
$2.57 Million 0.16% of portfolio
40,501
Q2 2025 Added 7.11%
$173B
$2.6 Million 0.16% of portfolio
4,923
Q2 2025 Added 6.65%
$525B
$2.39 Million 0.15% of portfolio
1,783
Q2 2025 Reduced 6.8%
$0
$2.37 Million 0.15% of portfolio
28,350
Q2 2025 Added 3.94%
$0
$2.47 Million 0.15% of portfolio
97,284
Q2 2025 Reduced 9.73%
$173B
$2.41 Million 0.15% of portfolio
35,125
Q2 2025 Added 0.5%
$0
$2.43 Million 0.15% of portfolio
46,715
Q2 2025 Reduced 2.1%
$0
$2.26 Million 0.14% of portfolio
45,680
Q2 2025 Reduced 0.58%
$0
$2.24 Million 0.14% of portfolio
39,265
Q2 2025 Added 2.47%
$435B
$2.19 Million 0.14% of portfolio
3
Q4 2022 New
$0
$2.18 Million 0.14% of portfolio
10,262
Q2 2025 Reduced 5.14%
$0
$2.33 Million 0.14% of portfolio
23,449
Q2 2025 Reduced 3.25%
$7.41B
$2.03 Million 0.13% of portfolio
22,062
Q2 2024 Reduced 8.91%

Summary

  • Portfolio
  • No. of Stocks 465
  • Current Value $1.61 Billion
  • Prior Value $1.47 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 50 stocks
  • Additional Purchases 212 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 164 stocks
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