Cyndeo Wealth Partners, LLC New Holdings in Q1 2025

Cyndeo Wealth Partners, LLC

  • $1.47 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IPG
Interpublic Group Of Companies, Inc.

Communication Services
276K
New
$25.93 - $29.28 $7.16M - $8.08M
276K $7.5M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
102K
New
$65.49 - $74.67 $6.67M - $7.6M
102K $7.18M
NTR
Nutrien Ltd.

Basic Materials
143K
New
$45.28 - $53.84 $6.46M - $7.68M
143K $7.08M
CMA
Comerica Inc

Financial Services
112K
New
$56.11 - $68.38 $6.29M - $7.67M
112K $6.62M
OMF
One Main Holdings, Inc.

Financial Services
132K
New
$45.35 - $58.06 $6M - $7.68M
132K $6.46M
CNHI
Cnh Industrial N.V.

Industrials
595K
New
N/A
595K $6.2M
JBL
Jabil Inc

Technology
21.8K
New
$130.51 - $173.33 $2.84M - $3.77M
21.8K $2.96M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
45.5K
New
$61.9 - $66.89 $2.82M - $3.04M
45.5K $2.89M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
12.7K
New
$114.57 - $118.14 $1.46M - $1.5M
12.7K $1.5M
FDIG
Fidelity Covington Tr Crypto I

ETFs
46.6K
New
$24.23 - $36.63 $1.13M - $1.71M
46.6K $1.13M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
15.5K
New
$58.04 - $65.84 $899K - $1.02M
15.5K $987K
DEA
Easterly Government Properties, Inc.

Real Estate
87.6K
New
$10.26 - $11.77 $899K - $1.03M
87.6K $928K
GILD
Gilead Sciences, Inc.

Healthcare
7.82K
New
$89.14 - $117.41 $697K - $919K
7.82K $876K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
8.52K
New
$77.91 - $92.26 $664K - $786K
8.52K $676K
PVAL
Putnam ETF Tr Putnam Focused L
17.5K
New
$36.8 - $39.59 $643K - $692K
17.5K $657K
FDVV
Fidelity High Dividend ETF

ETFs
12.4K
New
$48.86 - $52.28 $604K - $647K
12.4K $613K
TLTD
Flexshares Morningstar Dev Mkt

ETFs
7.84K
New
$67.85 - $77.32 $532K - $606K
7.84K $589K
IWX
Ishares Tr Russell 200 Value E

ETFs
4.15K
New
$78.54 - $84.86 $326K - $352K
4.15K $340K
FANG
Diamondback Energy, Inc.

Energy
2.13K
New
$139.9 - $180.18 $298K - $384K
2.13K $340K
FQAL
Fidelity Covington Tr Quality

ETFs
5.32K
New
$63.12 - $69.13 $336K - $367K
5.32K $338K
EIS
Ishares Inc Mcsi Israel ETF

ETFs
3.79K
New
$74.36 - $83.68 $282K - $317K
3.79K $283K
EWH
Ishares Msci Hong Kong ETF

ETFs
16.1K
New
$15.8 - $18.39 $254K - $296K
16.1K $281K
MU
Micron Technology Inc

Technology
3.21K
New
$86.89 - $109.38 $279K - $351K
3.21K $278K
DVY
Ishares Tr

ETFs
1.95K
New
$128.58 - $138.1 $250K - $269K
1.95K $258K
NWSA
News Corp

Communication Services
9.45K
New
$26.29 - $30.49 $249K - $288K
9.45K $257K
XLV
Select Sector Spdr Fund Health

ETFs
1.72K
New
$137.61 - $149.68 $236K - $257K
1.72K $247K
LYB
Lyondell Basell Industries N.V.

Basic Materials
3.12K
New
$69.82 - $78.67 $218K - $246K
3.12K $219K
ZTS
Zoetis Inc.

Healthcare
1.25K
New
$156.48 - $175.67 $195K - $219K
1.25K $205K
CCI
Crown Castle International Corp

Real Estate
1.95K
New
$84.33 - $106.39 $165K - $208K
1.95K $203K
IWS
Ishares Russell Midcap Value E

ETFs
1.6K
New
$122.59 - $135.24 $196K - $216K
1.6K $201K
MKL
Markel Corp

Financial Services
107
New
$1660.14 - $2059.83 $178K - $220K
107 $200K
F
Ford Motor CO

Consumer Cyclical
10.6K
New
$9.12 - $10.43 $96.7K - $111K
10.6K $106K
ARDX
Ardelyx, Inc.

Healthcare
10K
New
$4.91 - $6.36 $49.1K - $63.6K
10K $49K
ABUS
Arbutus Biopharma Corp

Healthcare
10K
New
$3.06 - $3.59 $30.6K - $35.9K
10K $34K
CGSD
Capital Grp Core Plus Income E
32.3K
New
N/A
32.3K $0
Atlassian Corporation
2.98K
New
N/A
2.98K $0
DFRA
Trimtabs ETF Tr Donoghue Forli
32.4K
New
N/A
32.4K $0
Theratechnologies Inc
29.7K
New
N/A
29.7K $0
Vishay Intertechnology Inc
50K
New
N/A
50K $0
Neuphoria Therapeutics Inc
10K
New
N/A
10K $0
Activity Summary
Buys All Purchases 235 New Holdings 41 Increased Positions 194 Sells All Sells 172 Reductions 172 Sold out 0 Options Calls 0 Puts 0
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