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
$0
$1.08 Million 0.07% of portfolio
5,142
Q2 2025 Reduced 0.75%
$0
$1.12 Million 0.07% of portfolio
4,050
Q2 2025 Added 58.7%
$140B
$1.08 Million 0.07% of portfolio
4,883
Q2 2025 Added 0.12%
$0
$1.12 Million 0.07% of portfolio
22,248
Q2 2025 Reduced 40.48%
$228B
$1.14 Million 0.07% of portfolio
16,362
Q2 2025 Reduced 0.24%
$105B
$1.09 Million 0.07% of portfolio
3,104
Q2 2025 Reduced 4.55%
$0
$1.19 Million 0.07% of portfolio
16,816
Q2 2025 Added 8.53%
$136B
$1.21 Million 0.07% of portfolio
16,416
Q2 2025 Added 5.6%
$0
$1.09 Million 0.07% of portfolio
24,822
Q2 2025 Reduced 3.8%
$0
$1.09 Million 0.07% of portfolio
2,980
Q2 2025 Added 3.44%
$50.4B
$1.16 Million 0.07% of portfolio
1,398
Q2 2025 New
$0
$1.18 Million 0.07% of portfolio
17,647
Q2 2024 New
$293B
$943,000 0.06% of portfolio
3,665
Q2 2025 Added 0.14%
$0
$1.01 Million 0.06% of portfolio
7,663
Q2 2025 Added 2.31%
$0
$1 Million 0.06% of portfolio
11,210
Q2 2025 Reduced 1.03%
$0
$892,000 0.06% of portfolio
70,300
Q2 2025 Added 4.7%
$0
$963,000 0.06% of portfolio
6,383
Q2 2025 Reduced 0.16%
$0
$938,000 0.06% of portfolio
14,671
Q2 2025 Reduced 5.92%
$0
$895,000 0.06% of portfolio
9,664
Q2 2025 Added 8.63%
$0
$1.04 Million 0.06% of portfolio
3,894
Q2 2025 Reduced 47.31%
$82.5B
$1.01 Million 0.06% of portfolio
6,645
Q2 2025 Reduced 0.37%
$222B
$947,000 0.06% of portfolio
7,640
Q2 2025 Reduced 13.16%
$253B
$1.04 Million 0.06% of portfolio
14,739
Q2 2025 Reduced 0.48%
$0
$946,000 0.06% of portfolio
26,600
Q2 2025 Reduced 42.92%
$64.4B
$995,000 0.06% of portfolio
3,891
Q2 2025 Added 2.96%
$38.8B
$930,000 0.06% of portfolio
509
Q2 2025 Reduced 2.49%
$0
$1.04 Million 0.06% of portfolio
18,287
Q2 2025 Added 0.56%
$51.8B
$950,000 0.06% of portfolio
5,453
Q2 2025 Added 1.87%
$0
$790,000 0.05% of portfolio
10,738
Q2 2025 Reduced 0.01%
$60.3B
$819,000 0.05% of portfolio
19,065
Q2 2025 Reduced 89.53%
$0
$870,000 0.05% of portfolio
9,492
Q2 2025 Reduced 10.5%
$0
$799,000 0.05% of portfolio
8,512
Q2 2025 Added 13.95%
$36.6B
$857,000 0.05% of portfolio
10,501
Q2 2025 Reduced 87.72%
$41.2B
$875,000 0.05% of portfolio
2,636
Q2 2025 Added 3.94%
$0
$796,000 0.05% of portfolio
6,585
Q2 2025 New
$0
$809,000 0.05% of portfolio
2,305
Q2 2024 New
$0
$871,000 0.05% of portfolio
9,471
Q2 2025 Added 2.51%
$173B
$810,000 0.05% of portfolio
2,095
Q2 2025 Reduced 73.02%
$98.5B
$799,000 0.05% of portfolio
26,697
Q2 2025 Reduced 0.5%
$0
$786,000 0.05% of portfolio
15,103
Q2 2025 Added 0.69%
$0
$859,000 0.05% of portfolio
12,964
Q2 2025 Added 2.34%
$185B
$850,000 0.05% of portfolio
9,986
Q2 2025 Added 0.02%
$0
$738,000 0.05% of portfolio
14,187
Q2 2025 Added 14.67%
$80.4B
$789,000 0.05% of portfolio
3,195
Q2 2025 Reduced 0.03%
$111B
$767,000 0.05% of portfolio
8,380
Q2 2025 Reduced 12.85%
$0
$791,000 0.05% of portfolio
26,897
Q2 2025 Added 0.19%
$43.1B
$694,000 0.04% of portfolio
5,390
Q2 2025 Reduced 0.39%
$199B
$716,000 0.04% of portfolio
24,745
Q2 2025 Reduced 18.0%
$0
$566,000 0.04% of portfolio
5,154
Q2 2023 New

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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