Cyndeo Wealth Partners, LLC New Holdings in Q3 2024

Cyndeo Wealth Partners, LLC

  • $1.4 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GSY
Invesco Actively Mngd ETF Tr U

ETFs
316K
New
$49.9 - $50.37 $15.8M - $15.9M
316K $15.9M
PLTR
Palantir Technologies Inc.

Technology
170K
New
$24.09 - $37.95 $4.11M - $6.47M
170K $6.34M
JWN
Nordstrom Inc

Consumer Cyclical
278K
New
$21.09 - $23.82 $5.86M - $6.62M
278K $6.25M
WU
Western Union CO

Financial Services
519K
New
$11.35 - $12.97 $5.89M - $6.73M
519K $6.19M
CNA
Cna Financial Corp

Financial Services
124K
New
$44.75 - $51.95 $5.57M - $6.47M
124K $6.09M
PGR
Progressive Corp

Financial Services
10K
New
$209.46 - $259.24 $2.1M - $2.59M
10K $2.54M
WCN
Waste Connections, Inc.

Industrials
13.4K
New
$173.92 - $186.5 $2.34M - $2.5M
13.4K $2.4M
ITOT
Ishares Core S&P Total U.S. St

ETFs
11.2K
New
$113.41 - $125.62 $1.27M - $1.41M
11.2K $1.41M
CGCP
Capital Group Core Plus Income

ETFs
53.2K
New
$22.12 - $23.31 $1.18M - $1.24M
53.2K $1.23M
PAVE
Global X Fds Us Infrastructure

ETFs
26.6K
New
$36.39 - $41.16 $970K - $1.1M
26.6K $1.1M
XLG
Invesco Exchange Traded Fd Tr

ETFs
18.2K
New
$42.54 - $47.97 $773K - $872K
18.2K $863K
SOXX
Ishares Semiconductor ETF

ETFs
3.65K
New
$199.29 - $265.49 $727K - $969K
3.65K $841K
FTLS
First Tr Long/Short Equity ETF

ETFs
12.6K
New
$60.73 - $63.8 $767K - $806K
12.6K $801K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
14.7K
New
$50.02 - $54.5 $733K - $799K
14.7K $798K
XAR
Spdr S&P Aerospace & Defense E

ETFs
4.94K
New
$139.03 - $157.34 $687K - $778K
4.94K $777K
CTAS
Cintas Corp

Industrials
3.73K
New
$201.38 - $819.83 $751K - $3.06M
3.73K $767K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
12.4K
New
$53.41 - $57.9 $663K - $718K
12.4K $717K
JBBB
Janus Detroit Str Tr Henderson

ETFs
13.2K
New
$48.27 - $49.33 $635K - $649K
13.2K $644K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1.29K
New
$460.0 - $505.78 $594K - $653K
1.29K $600K
FTHI
First Trust Exchange Traded Fd

ETFs
21.9K
New
$21.47 - $23.16 $469K - $506K
21.9K $503K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
9.78K
New
$50.52 - $50.95 $494K - $498K
9.78K $497K
FTCS
First Trust Capital Strength E

ETFs
5.25K
New
$83.58 - $90.94 $439K - $478K
5.25K $477K
ETN
Eaton Corp PLC

Industrials
1.26K
New
$272.52 - $333.02 $343K - $419K
1.26K $417K
ARCC
Ares Capital Corp

Financial Services
18.7K
New
$19.8 - $21.28 $371K - $398K
18.7K $391K
DFAS
Dimensional ETF Tr U S Small C

ETFs
5.62K
New
$59.25 - $65.33 $333K - $367K
5.62K $364K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
4.45K
New
$72.52 - $82.35 $322K - $366K
4.45K $363K
PMO
Putnam Municipal Opportunities Trust

Financial Services
32.8K
New
$10.15 - $10.9 $333K - $357K
32.8K $357K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
5.92K
New
$59.61 - $60.15 $353K - $356K
5.92K $354K
TMUS
T Mobile Us, Inc.

Communication Services
1.56K
New
$175.14 - $206.36 $274K - $323K
1.56K $322K
ENB
Enbridge Inc

Energy
7.44K
New
$35.27 - $41.18 $262K - $306K
7.44K $302K
ANET
Arista Networks, Inc.

Technology
758
New
$311.42 - $388.21 $236K - $294K
758 $290K
MMD
Main Stay Mac Kay Defined Term Municipal Opportunities Fund

Financial Services
16.8K
New
$16.38 - $16.92 $275K - $284K
16.8K $282K
FIS
Fidelity National Information Services, Inc.

Technology
3.29K
New
$72.8 - $85.04 $240K - $280K
3.29K $275K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
2.53K
New
$95.1 - $106.76 $241K - $270K
2.53K $270K
XLF
Financial Sector Spdr

ETFs
5.9K
New
$40.84 - $45.74 $241K - $270K
5.9K $267K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.66K
New
$136.93 - $162.81 $227K - $270K
1.66K $266K
FVD
First Tr Value Line Divid Inde

ETFs
5.82K
New
$40.45 - $45.49 $236K - $265K
5.82K $264K
FDL
First Tr Morningstar Dividend

ETFs
6.03K
New
$37.66 - $42.06 $227K - $254K
6.03K $253K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
6.05K
New
$38.51 - $41.69 $233K - $252K
6.05K $252K
WES
Western Midstream Partners, LP

Energy
6.57K
New
$36.59 - $42.74 $241K - $281K
6.57K $251K
XLU
Utilities Sector Spdr

ETFs
3.1K
New
$67.67 - $80.78 $210K - $250K
3.1K $250K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
2.19K
New
$101.72 - $112.94 $223K - $247K
2.19K $247K
CINF
Cincinnati Financial Corp

Financial Services
1.81K
New
$115.7 - $138.2 $209K - $250K
1.81K $245K
ZTS
Zoetis Inc.

Healthcare
1.25K
New
$172.58 - $196.48 $216K - $246K
1.25K $244K
ICVT
Ishares Tr Convertible Bond Et

ETFs
2.88K
New
$77.24 - $83.67 $223K - $241K
2.88K $241K
XLV
Select Sector Spdr Fund Health

ETFs
1.43K
New
$143.3 - $157.24 $204K - $224K
1.43K $219K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
6.88K
New
$28.08 - $32.61 $193K - $224K
6.88K $217K
VGT
Vanguard Information Technolog

ETFs
370
New
$514.43 - $606.85 $190K - $225K
370 $217K
ROST
Ross Stores, Inc.

Consumer Cyclical
1.43K
New
$136.06 - $155.24 $194K - $222K
1.43K $214K
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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