Cyndeo Wealth Partners, LLC Incresed Positions in Q3 2024

Cyndeo Wealth Partners, LLC

  • $1.4 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FBND
Fidelity Merrimack Str Tr Tota

ETFs
414K
+ 614.06%
$44.65 - $47.21 $18.5M - $19.6M
482K $22.5M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
301K
+ 3764.71%
$50.85 - $53.88 $15.3M - $16.2M
309K $16.6M
AAPL
Apple Inc.

Technology
46.3K
+ 36.02%
$207.23 - $234.82 $9.59M - $10.9M
175K $40.7M
NVDA
Nvidia Corp

Technology
64.4K
+ 48.02%
$98.91 - $134.91 $6.37M - $8.69M
199K $24.1M
GIS
General Mills Inc

Consumer Defensive
87.1K
+ 1904.64%
$62.5 - $75.15 $5.44M - $6.54M
91.7K $6.77M
TFC
Truist Financial Corp

Financial Services
149K
+ 900.98%
$38.22 - $44.94 $5.71M - $6.71M
166K $7.09M
COP
Conocophillips

Energy
56.7K
+ 1178.88%
$102.3 - $116.61 $5.8M - $6.61M
61.5K $6.48M
TJX
Tjx Companies Inc

Consumer Cyclical
43.4K
+ 101.85%
$107.93 - $120.23 $4.69M - $5.22M
86.1K $10.1M
HD
Home Depot, Inc.

Consumer Cyclical
7.49K
+ 23.58%
$333.64 - $405.2 $2.5M - $3.04M
39.3K $15.9M
KO
Coca Cola CO

Consumer Defensive
46.1K
+ 28.55%
$62.69 - $73.01 $2.89M - $3.37M
208K $14.9M
META
Meta Platforms, Inc.

Communication Services
4.95K
+ 20.25%
$453.41 - $572.44 $2.24M - $2.83M
29.4K $16.8M
UNP
Union Pacific Corp

Industrials
15.4K
+ 50.43%
$221.78 - $256.09 $3.43M - $3.96M
46.1K $11.3M
MS
Morgan Stanley

Financial Services
38.7K
+ 75.71%
$92.07 - $106.96 $3.56M - $4.14M
89.9K $9.37M
ADI
Analog Devices Inc

Technology
16.5K
+ 66.89%
$200.56 - $243.33 $3.31M - $4.02M
41.2K $9.49M
UNH
Unitedhealth Group Inc

Healthcare
2.96K
+ 11.42%
$488.01 - $604.18 $1.44M - $1.79M
28.8K $16.9M
ABT
Abbott Laboratories

Healthcare
13K
+ 7.93%
$100.07 - $118.13 $1.3M - $1.53M
177K $20.2M
VB
Vanguard Small Cap ETF

ETFs
8.08K
+ 13.05%
$214.77 - $237.72 $1.74M - $1.92M
70K $16.6M
VUG
Vanguard Growth ETF

ETFs
6.92K
+ 21.55%
$341.08 - $391.94 $2.36M - $2.71M
39K $15M
ADP
Automatic Data Processing Inc

Industrials
6.49K
+ 31.06%
$233.44 - $279.45 $1.52M - $1.81M
27.4K $7.58M
CL
Colgate Palmolive CO

Consumer Defensive
24K
+ 207.97%
$95.54 - $108.77 $2.3M - $2.61M
35.6K $3.7M
TSLA
Tesla, Inc.

Consumer Cyclical
5.93K
+ 39.77%
$191.76 - $263.26 $1.14M - $1.56M
20.8K $5.45M
AMZN
Amazon Com Inc

Consumer Cyclical
19.1K
+ 10.88%
$161.02 - $200.0 $3.07M - $3.82M
195K $36.2M
VTI
Vanguard Total Stock Market Et

ETFs
6.52K
+ 25.86%
$255.18 - $283.2 $1.66M - $1.85M
31.8K $8.99M
URA
Global X Uranium ETF

ETFs
80.4K
+ 27.3%
$23.18 - $31.26 $1.86M - $2.51M
375K $10.7M
HON
Honeywell International Inc

Industrials
11.3K
+ 41.2%
$196.73 - $220.21 $2.22M - $2.48M
38.7K $7.99M
NEE
Nextera Energy Inc

Utilities
8.66K
+ 8.49%
$69.9 - $84.97 $605K - $736K
111K $9.36M
IAU
Ishares Gold Trust

ETFs
3.77K
+ 1.22%
$44.06 - $50.5 $166K - $190K
312K $15.5M
FNF
Fidelity National Financial, Inc.

Financial Services
8.62K
+ 7.96%
$48.08 - $62.04 $414K - $535K
117K $7.25M
BX
Blackstone Inc.

Financial Services
8.7K
+ 45.59%
$120.77 - $159.66 $1.05M - $1.39M
27.8K $4.25M
JNJ
Johnson & Johnson

Healthcare
6.4K
+ 11.98%
$145.48 - $167.38 $932K - $1.07M
59.9K $9.7M
FTGC
First Trust Global Tactical CO

ETFs
85K
+ 11.6%
$22.3 - $24.39 $1.9M - $2.07M
818K $19.4M
PLD
Prologis, Inc.

Real Estate
9.77K
+ 22.8%
$111.95 - $132.43 $1.09M - $1.29M
52.6K $6.64M
AMT
American Tower Corp

Real Estate
4.94K
+ 38.15%
$192.27 - $242.73 $949K - $1.2M
17.9K $4.16M
MCD
Mcdonalds Corp

Consumer Cyclical
1.2K
+ 4.82%
$245.82 - $304.51 $295K - $365K
26.1K $7.94M
PHYS
Sprott Physical Gold Trust

Financial Services
2.86K
+ 0.44%
$18.12 - $20.72 $51.8K - $59.2K
655K $13.4M
DFAX
Dimensional ETF Tr
53.5K
+ 63.63%
$24.29 - $27.25 $1.3M - $1.46M
137K $3.71M
VZ
Verizon Communications Inc

Communication Services
17.9K
+ 9.67%
$38.89 - $45.0 $694K - $803K
203K $9.1M
CRM
Salesforce, Inc.

Technology
4.27K
+ 25.71%
$238.42 - $276.53 $1.02M - $1.18M
20.9K $5.71M
BIT
Black Rock Multi Sector Income Trust

Financial Services
77.7K
+ 21.56%
$14.44 - $15.2 $1.12M - $1.18M
438K $6.64M
EPR
Epr Properties

Real Estate
9.14K
+ 7.1%
$41.26 - $49.58 $377K - $453K
138K $6.76M
GOOGL
Alphabet Inc.

Communication Services
16.8K
+ 18.79%
$148.65 - $191.18 $2.49M - $3.2M
106K $17.6M
MLN
Vaneck Long Muni ETF

ETFs
62.6K
+ 18.15%
$17.77 - $18.32 $1.11M - $1.15M
407K $7.45M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.59K
+ 33.92%
$531.86 - $624.21 $844K - $990K
6.26K $3.87M
VTV
Vanguard Value ETF

ETFs
3.69K
+ 8.16%
$159.75 - $174.57 $590K - $645K
49K $8.55M
IVV
Ishares Core S&P 500 ETF

ETFs
1.08K
+ 4.99%
$520.18 - $576.82 $563K - $625K
22.8K $13.1M
TDG
Trans Digm Group Inc

Industrials
719
+ 52.1%
$1202.03 - $1427.41 $864K - $1.03M
2.1K $3M
BXSL
Blackstone Secured Lending Fund

Financial Services
42.3K
+ 362.63%
$28.75 - $31.59 $1.22M - $1.34M
53.9K $1.58M
VTRS
Viatris Inc

Healthcare
64.3K
+ 13.5%
$10.32 - $12.13 $664K - $780K
541K $6.28M
KMI
Kinder Morgan, Inc.

Energy
27.1K
+ 9.83%
$19.72 - $22.22 $534K - $601K
302K $6.68M
Activity Summary
Buys All Purchases 272 New Holdings 70 Increased Positions 202 Sells All Sells 126 Reductions 126 Sold out 0 Options Calls 0 Puts 0
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