Cyndeo Wealth Partners, LLC New Holdings in Q3 2024

Cyndeo Wealth Partners, LLC

Stock	Shares change	Price Range	Shares Held
IEV Ishares Tr Europe ETF ETFs	3.62K New	$53.25 - $58.78 $192K - $212K	3.62K $210K
IQLT Ishares Msci Intl Quality Fact ETFs	5.01K New	$37.37 - $41.82 $187K - $210K	5.01K $208K
MORN Morningstar, Inc. Financial Services	636 New	$295.85 - $326.31 $188K - $208K	636 $202K
LHX L3 Harris Technologies, Inc. Industrials	853 New	$221.96 - $243.27 $189K - $208K	853 $202K
BAH Booz Allen Hamilton Holding Corp Industrials	1.24K New	$138.82 - $162.76 $172K - $201K	1.24K $201K
XEL Xcel Energy Inc Utilities	3.09K New	$52.11 - $65.3 $161K - $201K	3.09K $201K
BRP Brp Group, Inc. Financial Services	4.41K New	$35.8 - $40.92 $158K - $181K	4.41K $176K
EYPT Eye Point Pharmaceuticals, Inc. Healthcare	12.5K New	$7.58 - $10.54 $95.1K - $132K	12.5K $100K
ACHR Archer Aviation Inc. Industrials	12K New	$2.91 - $5.39 $34.9K - $64.7K	12K $36K
Dimensional ETF Trust	61.9K New	N/A	61.9K $0
J P Morgan Exchange Traded F	66.9K New	N/A	66.9K $0
Blackrock ETF Trust Ii	104K New	N/A	104K $0
Ge Vernova Inc	835 New	N/A	835 $0
CGMU Capital Group Core Plus Income	14.5K New	N/A	14.5K $0
Calamos ETF Tr	10.4K New	N/A	10.4K $0
Dimensional ETF Trust	14.6K New	N/A	14.6K $0
Canadian Pacific Kansas City	2.39K New	N/A	2.39K $0
Dimensional ETF Trust	102K New	N/A	102K $0
Capital Grp Fixed Incm ETF T	10.2K New	N/A	10.2K $0
Prospect Cap Corp	24K New	N/A	24K $0

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