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
PM
Philip Morris International Inc.

Consumer Defensive
1.26K
+ 23.03%
$101.25 - $127.45 $128K - $161K
6.75K $819K
DUK
Duke Energy Corp

Utilities
1.8K
+ 50.98%
$99.35 - $117.71 $179K - $212K
5.34K $615K
MGV
Vanguard Mega Cap Value

ETFs
1.58K
+ 27.01%
$118.0 - $128.28 $186K - $202K
7.42K $951K
MCK
Mckesson Corp

Healthcare
587
+ 159.95%
$479.06 - $630.38 $281K - $370K
954 $471K
MGK
Vanguard Mega Cap Growth ETF

ETFs
698
+ 31.37%
$285.48 - $330.24 $199K - $231K
2.92K $941K
IEFA
Ishares Tr

ETFs
1.57K
+ 7.41%
$70.09 - $78.74 $110K - $124K
22.8K $1.78M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
174
+ 6.55%
$405.19 - $478.57 $70.5K - $83.3K
2.83K $1.3M
BRO
Brown & Brown, Inc.

Financial Services
370
+ 3.13%
$89.11 - $105.82 $33K - $39.2K
12.2K $1.26M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.5K
+ 6.2%
$58.03 - $65.37 $87.1K - $98.1K
25.7K $1.67M
BAC
Bank Of America Corp

Financial Services
5.21K
+ 21.78%
$36.65 - $44.13 $191K - $230K
29.1K $1.15M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
5.05K
+ 8.57%
$22.38 - $23.66 $113K - $120K
64K $1.5M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
2.88K
+ 16.4%
$43.99 - $46.63 $127K - $134K
20.5K $950K
FDN
First Tr Fd Dow Jones

ETFs
463
+ 4.88%
$183.68 - $212.48 $85K - $98.4K
9.95K $2.11M
AZN
Astrazeneca PLC

Healthcare
2.12K
+ 14.79%
$76.67 - $87.62 $162K - $185K
16.4K $1.28M
EMB
Ishares Tr

ETFs
1.29K
+ 16.12%
$87.75 - $93.74 $114K - $121K
9.32K $872K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
75
+ 2.38%
$523.84 - $572.02 $39.3K - $42.9K
3.22K $1.84M
RSP
Invesco S&P 500 Equal Weight E

ETFs
724
+ 52.46%
$162.83 - $179.16 $118K - $130K
2.1K $376K
TTE
Total Energies Se

Energy
675
+ 1.31%
$68.61 - $68.61 $46.3K - $46.3K
52.2K $3.58M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1
+ 0.0%
$41.02 - $46.01 $41 - $46
36.4K $1.66M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
948
+ 5.96%
$60.1 - $66.57 $57K - $63.1K
16.9K $1.12M
O
Realty Income Corp

Real Estate
91
+ 0.72%
$52.36 - $63.42 $4.76K - $5.77K
12.8K $812K
CMCSA
Comcast Corp

Communication Services
2.75K
+ 32.95%
$37.33 - $41.78 $103K - $115K
11.1K $463K
NSC
Norfolk Southern Corp

Industrials
36
+ 0.96%
$213.75 - $259.69 $7.7K - $9.35K
3.77K $936K
NOC
Northrop Grumman Corp

Industrials
88
+ 10.48%
$423.73 - $533.14 $37.3K - $46.9K
928 $489K
XLE
Energy Sector Spdr

ETFs
1.53K
+ 35.62%
$84.35 - $93.39 $129K - $143K
5.82K $511K
IBTE
Ishares Tr Ibonds Dec 2024 Ter

ETFs
4.87K
+ 19.22%
$23.88 - $24.01 $116K - $117K
30.2K $725K
AXP
American Express CO

Financial Services
108
+ 4.96%
$225.92 - $271.17 $24.4K - $29.3K
2.28K $619K
BMY
Bristol Myers Squibb CO

Healthcare
357
+ 3.89%
$39.66 - $51.75 $14.2K - $18.5K
9.54K $493K
MBB
Ishares Tr

ETFs
816
+ 9.92%
$90.85 - $96.66 $74.1K - $78.9K
9.04K $866K
FVAL
Fidelity Covington Tr Value Fa

ETFs
2
+ 0.01%
$55.27 - $60.6 $111 - $121
36.4K $2.2M
AFL
Aflac Inc

Financial Services
189
+ 4.79%
$88.52 - $111.8 $16.7K - $21.1K
4.13K $461K
SO
Southern CO

Utilities
339
+ 5.48%
$77.0 - $90.52 $26.1K - $30.7K
6.52K $588K
FANG
Diamondback Energy, Inc.

Energy
1.28K
+ 31.78%
$168.46 - $210.94 $215K - $269K
5.29K $911K
PAYX
Paychex Inc

Industrials
426
+ 16.07%
$116.17 - $135.19 $49.5K - $57.6K
3.08K $412K
BLDR
Builders First Source, Inc.

Industrials
56
+ 3.7%
$132.6 - $201.83 $7.43K - $11.3K
1.57K $304K
RDVY
First Trust Rising Dividend Ac

ETFs
1.19K
+ 23.34%
$53.68 - $59.24 $64.1K - $70.7K
6.31K $373K
TGT
Target Corp

Consumer Defensive
362
+ 7.8%
$133.47 - $159.25 $48.3K - $57.6K
5.01K $780K
BK
Bank Of New York Mellon Corp

Financial Services
282
+ 5.2%
$59.54 - $72.17 $16.8K - $20.4K
5.7K $409K
EFA
Ishares Tr Msci Eafe ETF

ETFs
202
+ 1.74%
$75.32 - $84.37 $15.2K - $17K
11.8K $989K
NFLX
Netflix Inc

Communication Services
28
+ 1.64%
$598.55 - $722.26 $16.8K - $20.2K
1.73K $1.23M
VBK
Vanguard Small Cap Growth ETF

ETFs
131
+ 5.18%
$240.48 - $267.94 $31.5K - $35.1K
2.66K $710K
VONV
Vanguard Russell 1000 Value Et

ETFs
179
+ 2.02%
$76.07 - $83.33 $13.6K - $14.9K
9.05K $754K
AMGN
Amgen Inc

Healthcare
162
+ 8.42%
$309.38 - $337.38 $50.1K - $54.7K
2.09K $672K
FTC
First Tr Lge Cap Growth

ETFs
110
+ 1.75%
$115.51 - $131.45 $12.7K - $14.5K
6.39K $840K
PNC
Pnc Financial Services Group, Inc.

Financial Services
125
+ 8.6%
$156.14 - $187.2 $19.5K - $23.4K
1.58K $291K
MUB
Ishares National Muni Bond ETF

ETFs
493
+ 9.15%
$106.13 - $108.7 $52.3K - $53.6K
5.88K $639K
MCO
Moodys Corp

Financial Services
52
+ 7.75%
$421.49 - $494.67 $21.9K - $25.7K
723 $343K
KMB
Kimberly Clark Corp

Consumer Defensive
241
+ 4.77%
$135.05 - $148.35 $32.5K - $35.8K
5.3K $753K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.01K
+ 14.55%
$49.7 - $56.11 $50.2K - $56.7K
7.95K $436K
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
Track This Portfolio

Track Cyndeo Wealth Partners, LLC Portfolio

Follow Cyndeo Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cyndeo Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cyndeo Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email