Cyndeo Wealth Partners, LLC Portfolio Holdings

Cyndeo Wealth Partners, LLC

  • $1.27 Billion
  • Q2 2024

Cyndeo Wealth Partners, LLC has filed its 13F form on July 30, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.27 Billion distributed in 394 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $67.6M, Amazon Com Inc with a value of $33.9M, Ishares Core U.S. Aggregate Bo with a value of $32.4M, Apple Inc. with a value of $27.1M, and Abb Vie Inc. with a value of $24.2M.

Examining the 13F form we can see an increase of $75.2M in the current position value, from $1.19B to 1.27B.

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 $1.27 Billion
ETFs: $411 Million
Technology: $225 Million
Financial Services: $162 Million
Healthcare: $104 Million
Consumer Cyclical: $83.4 Million
Consumer Defensive: $61.3 Million
Industrials: $60.3 Million
Energy: $55.9 Million
Other: $100 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.19T
$67.6 Million 5.34% of portfolio
151,225
Q2 2024 Added 4.05%
$1.92T
$33.9 Million 2.68% of portfolio
175,441
Q2 2024 Added 2.46%
$0
$32.4 Million 2.56% of portfolio
333,576
Q2 2024 Added 1.77%
$3.66T
$27.1 Million 2.14% of portfolio
128,437
Q2 2024 Added 0.52%
$344B
$24.2 Million 1.91% of portfolio
140,873
Q2 2024 Added 2.31%
$69.9B
$23.7 Million 1.88% of portfolio
14,787
Q2 2024 Reduced 6.71%
$0
$22.8 Million 1.8% of portfolio
530,577
Q2 2024 Added 1.49%
$0
$17.5 Million 1.38% of portfolio
732,738
Q2 2024 Reduced 4.34%
$197B
$17 Million 1.34% of portfolio
163,770
Q2 2024 Added 5.67%
$302B
$16.6 Million 1.31% of portfolio
134,164
Q2 2024 Added 862.44%
$979B
$16.2 Million 1.28% of portfolio
89,191
Q2 2024 Added 3.65%
$0
$16.1 Million 1.27% of portfolio
151,097
Q2 2024 Added 2.11%
$0
$16.1 Million 1.27% of portfolio
161,621
Q2 2024 Added 3.88%
$0
$16 Million 1.26% of portfolio
653,968
Q2 2024 Added 2.86%
$0
$16 Million 1.26% of portfolio
349,387
Q2 2024 Added 2.74%
$0
$16 Million 1.26% of portfolio
839,349
Q2 2024 Added 2.87%
$33B
$13.6 Million 1.08% of portfolio
225,124
Q2 2024 Reduced -0.0%
$42.5B
$13.6 Million 1.07% of portfolio
308,576
Q2 2024 Reduced 0.14%
$0
$13.5 Million 1.07% of portfolio
61,951
Q2 2024 Added 14.93%
$544B
$13.2 Million 1.04% of portfolio
25,885
Q2 2024 Added 8.56%
$1.28T
$12.3 Million 0.97% of portfolio
24,424
Q2 2024 Added 8.47%
$0
$12 Million 0.95% of portfolio
32,096
Q2 2024 Reduced 4.23%
$0
$11.9 Million 0.94% of portfolio
21,714
Q2 2024 Added 17.03%
$0
$11.8 Million 0.93% of portfolio
652,603
Q2 2024 Added 6.23%
$409B
$10.9 Million 0.86% of portfolio
31,779
Q2 2024 Added 6.04%
$455B
$10.8 Million 0.85% of portfolio
76,169
Q2 2024 Added 14.09%
$220B
$10.7 Million 0.84% of portfolio
35,234
Q2 2024 Added 2.18%
$0
$10.4 Million 0.82% of portfolio
1,050,819
Q2 2024 Added 6.32%
$483B
$10.3 Million 0.82% of portfolio
89,638
Q2 2024 Added 5.97%
$834B
$10.3 Million 0.81% of portfolio
11,330
Q2 2024 Added 3.34%
$310B
$10.3 Million 0.81% of portfolio
161,577
Q2 2024 Added 14.19%
$923B
$8.8 Million 0.7% of portfolio
50,654
Q2 2024 Added 9.72%
$1.01T
$8.75 Million 0.69% of portfolio
47,686
Q2 2024 Added 1.24%
$411B
$8.57 Million 0.68% of portfolio
51,935
Q2 2024 Added 6.54%
$0
$8.52 Million 0.67% of portfolio
294,362
Q2 2024 Added 9.47%
$36.2B
$8.28 Million 0.65% of portfolio
113,609
Q2 2024 Added 45.85%
$120B
$8.02 Million 0.63% of portfolio
31,444
Q2 2024 Added 1.3%
$422B
$7.81 Million 0.62% of portfolio
53,452
Q2 2024 Reduced 0.87%
$91.5B
$7.8 Million 0.62% of portfolio
171,137
Q2 2024 Added 260.78%
$188B
$7.62 Million 0.6% of portfolio
184,666
Q2 2024 Added 9.32%
$0
$7.56 Million 0.6% of portfolio
776,088
Q2 2024 Reduced 0.38%
$450B
$7.59 Million 0.6% of portfolio
28,935
Q2 2024 Added 7.28%
$22.4B
$7.35 Million 0.58% of portfolio
71,129
Q2 2024 Added 6.45%
$0
$7.26 Million 0.57% of portfolio
45,272
Q2 2024 Reduced 4.34%
$166B
$7.22 Million 0.57% of portfolio
102,021
Q2 2024 Added 8.9%
$40.3B
$7.13 Million 0.56% of portfolio
87,482
Q2 2024 Added 7.46%
$0
$6.93 Million 0.55% of portfolio
12,735
Q2 2024 Reduced 3.21%
$150B
$6.93 Million 0.55% of portfolio
30,629
Q2 2024 Added 8.97%
$55B
$6.7 Million 0.53% of portfolio
157,745
Q2 2024 Added 1.43%

Summary

  • Portfolio
  • No. of Stocks 394
  • Current Value $1.27 Billion
  • Prior Value $1.19 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 30, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 40 stocks
  • Additional Purchases 192 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 117 stocks
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