Cyndeo Wealth Partners, LLC Incresed Positions in Q3 2025

Cyndeo Wealth Partners, LLC

  • $1.72 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JNJ
Johnson & Johnson

Healthcare
40.2K
+ 63.27%
$155.17 - $185.42 $6.24M - $7.46M
104K $19.3M
NVDA
Nvidia Corp

Technology
7.65K
+ 2.79%
$153.3 - $186.58 $1.17M - $1.43M
282K $52.5M
OMC
Omnicom Group Inc.

Communication Services
106K
+ 2407.24%
$70.41 - $81.53 $7.47M - $8.65M
110K $9.01M
MRK
Merck & Co., Inc.

Healthcare
96.3K
+ 397.23%
$77.6 - $87.37 $7.47M - $8.41M
120K $10.1M
GOOGL
Alphabet Inc.

Communication Services
2.93K
+ 3.08%
$174.36 - $254.72 $511K - $747K
98K $23.8M
ABBV
Abb Vie Inc.

Healthcare
706
+ 0.54%
$184.85 - $231.54 $131K - $163K
132K $30.5M
RTX
Raytheon Technologies Corp

Industrials
30.1K
+ 108.38%
$144.19 - $167.33 $4.33M - $5.03M
57.8K $9.67M
CAT
Caterpillar Inc

Industrials
8.93K
+ 206.69%
$390.92 - $477.15 $3.49M - $4.26M
13.3K $6.32M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.32K
+ 3.46%
$224.68 - $282.71 $521K - $655K
69.3K $19.3M
AXP
American Express CO

Financial Services
9.78K
+ 38.85%
$294.27 - $342.31 $2.88M - $3.35M
34.9K $11.6M
HD
Home Depot, Inc.

Consumer Cyclical
3.36K
+ 7.65%
$357.4 - $423.42 $1.2M - $1.42M
47.2K $19.1M
META
Meta Platforms, Inc.

Communication Services
3.4K
+ 11.39%
$695.21 - $791.73 $2.37M - $2.7M
33.3K $24.5M
SYK
Stryker Corp

Healthcare
5.85K
+ 585.3%
$368.57 - $403.53 $2.16M - $2.36M
6.85K $2.53M
ETN
Eaton Corp PLC

Industrials
3.51K
+ 90.96%
$342.99 - $392.76 $1.2M - $1.38M
7.37K $2.76M
IVV
Ishares Core S&P 500 ETF

ETFs
250
+ 1.06%
$620.67 - $670.08 $155K - $168K
23.8K $15.9M
BIT
Black Rock Multi Sector Income Trust

Financial Services
154K
+ 22.97%
$13.31 - $14.89 $2.04M - $2.29M
822K $11M
SPY
Spdr S&P 500 ETF Trust

ETFs
145
+ 0.7%
$617.65 - $666.84 $89.6K - $96.7K
21K $14M
PH
Parker Hannifin Corp

Industrials
869
+ 15.4%
$697.13 - $769.67 $606K - $669K
6.51K $4.94M
AMD
Advanced Micro Devices Inc

Technology
5.63K
+ 173.22%
$134.8 - $184.42 $759K - $1.04M
8.88K $1.44M
BP
Bp PLC

Energy
21.9K
+ 82.21%
$30.25 - $35.69 $664K - $783K
48.6K $1.68M
HSY
Hershey CO

Consumer Defensive
75
+ 0.19%
$161.95 - $193.45 $12.1K - $14.5K
38.7K $7.24M
VTI
Vanguard Total Stock Market Et

ETFs
17
+ 0.05%
$303.93 - $329.86 $5.17K - $5.61K
33.7K $11.1M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
1.54K
+ 1.29%
$47.75 - $54.24 $73.6K - $83.6K
121K $6.47M
XOM
Exxon Mobil Corp

Energy
2.95K
+ 3.96%
$105.83 - $117.22 $312K - $346K
77.4K $8.73M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.39K
+ 2.48%
$54.35 - $59.32 $130K - $142K
98.9K $5.86M
VTV
Vanguard Value ETF

ETFs
152
+ 0.3%
$175.51 - $186.57 $26.7K - $28.4K
51K $9.51M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
4.75K
+ 0.92%
$45.26 - $46.63 $215K - $221K
522K $24.1M
MCD
Mcdonalds Corp

Consumer Cyclical
491
+ 1.8%
$291.67 - $316.99 $143K - $156K
27.8K $8.45M
CGXU
Capital Group Intl Focus Equit

ETFs
3.19K
+ 2.48%
$26.49 - $29.62 $84.4K - $94.3K
132K $3.9M
DFAX
Dimensional ETF Tr
3.31K
+ 2.19%
$29.25 - $31.56 $96.8K - $104K
154K $4.84M
KLAC
Kla Corp

Technology
18
+ 0.95%
$843.9 - $1078.6 $15.2K - $19.4K
1.92K $2.07M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
2.57K
+ 5.74%
$64.75 - $69.05 $166K - $177K
47.3K $3.26M
CDNS
Cadence Design Systems Inc

Technology
746
+ 47.58%
$309.46 - $373.37 $231K - $279K
2.31K $812K
ADI
Analog Devices Inc

Technology
100
+ 0.29%
$220.68 - $255.63 $22.1K - $25.6K
35K $8.59M
EFV
Msci Eafe Value ETF

ETFs
1.48K
+ 3.65%
$62.79 - $68.42 $92.8K - $101K
42K $2.85M
T
At&T Inc.

Communication Services
10.4K
+ 41.83%
$26.94 - $29.62 $279K - $307K
35.1K $991K
CEG
Constellation Energy Corp

Utilities
747
+ 55.75%
$298.82 - $354.89 $223K - $265K
2.09K $686K
HOOD
Robinhood Markets, Inc.

Technology
167
+ 3.85%
$91.27 - $143.18 $15.2K - $23.9K
4.51K $645K
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.06K
+ 28.48%
$72.57 - $74.72 $222K - $228K
13.8K $1.03M
CSCO
Cisco Systems, Inc.

Technology
3.78K
+ 13.84%
$66.2 - $71.79 $250K - $271K
31.1K $2.13M
QUAL
Ishares Msci Usa Quality Facto

ETFs
200
+ 1.28%
$182.33 - $194.5 $36.5K - $38.9K
15.8K $3.07M
TTAC
Fcf Us Quality ETF

ETFs
3.97K
+ 3.98%
$69.96 - $71.12 $278K - $282K
104K $7.26M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.71K
+ 7.3%
$97.75 - $100.75 $167K - $172K
25.2K $2.52M
AVK
Advent Convertible & Income Fund

Financial Services
9.54K
+ 8.81%
$12.06 - $12.79 $115K - $122K
118K $1.51M
IXUS
Ishares Tr

ETFs
62
+ 0.18%
$76.35 - $82.58 $4.73K - $5.12K
35.2K $2.9M
PFE
Pfizer Inc

Healthcare
284
+ 0.19%
$23.29 - $25.88 $6.61K - $7.35K
147K $3.74M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.5K
+ 9.15%
$98.52 - $103.93 $148K - $156K
17.9K $1.84M
HIG
Hartford Financial Services Group, Inc.

Financial Services
64
+ 0.25%
$119.73 - $134.7 $7.66K - $8.62K
25.4K $3.38M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
483
+ 2.25%
$68.27 - $75.58 $33K - $36.5K
21.9K $1.63M
Activity Summary
Buys All Purchases 202 New Holdings 36 Increased Positions 166 Sells All Sells 223 Reductions 223 Sold out 0 Options Calls 0 Puts 0
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