Cyndeo Wealth Partners, LLC Reduced Holdings in Q4 2024

Cyndeo Wealth Partners, LLC

  • $1.42 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-415K
- 92.97%
$42.84 - $45.38 $17.8M - $18.8M
31.4K $1.35M
EDV
Vanguard Extended Duration Tre

ETFs
-89.6K
- 96.14%
$67.27 - $79.67 $6.03M - $7.14M
3.6K $243K
COP
Conocophillips

Energy
-54.9K
- 89.2%
$95.12 - $114.72 $5.22M - $6.29M
6.64K $658K
ADM
Archer Daniels Midland CO

Consumer Defensive
-45
- 0.02%
$49.38 - $59.52 $2.22K - $2.68K
225K $11.4M
KO
Coca Cola CO

Consumer Defensive
-743
- 0.36%
$61.74 - $71.71 $45.9K - $53.3K
207K $12.9M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-18.7K
- 3.88%
$44.87 - $46.86 $838K - $875K
463K $20.8M
GOOG
Alphabet Inc.

Communication Services
-14.8K
- 29.82%
$163.08 - $198.16 $2.42M - $2.94M
34.9K $6.64M
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
-103K
- 13.25%
$9.77 - $10.51 $1M - $1.08M
673K $6.58M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-14.5K
- 57.43%
$91.29 - $91.8 $1.32M - $1.33M
10.7K $981K
TTE
Total Energies Se

Energy
-17.5K
- 33.54%
N/A
34.7K $2.38M
IAU
Ishares Gold Trust

ETFs
-21.1K
- 6.77%
$48.37 - $52.65 $1.02M - $1.11M
291K $14.4M
PFE
Pfizer Inc

Healthcare
-17.3K
- 11.28%
$24.8 - $30.19 $428K - $522K
136K $3.6M
CL
Colgate Palmolive CO

Consumer Defensive
-3.64K
- 10.24%
$90.22 - $102.31 $329K - $373K
32K $2.9M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-4.29K
- 22.45%
$176.42 - $186.91 $757K - $802K
14.8K $2.64M
LMT
Lockheed Martin Corp

Industrials
-62
- 0.85%
$479.66 - $614.62 $29.7K - $38.1K
7.22K $3.51M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-5.48K
- 13.37%
$88.59 - $94.57 $486K - $518K
35.5K $3.16M
HQH
Tekla Healthcare Investors

Financial Services
-25.6K
- 40.04%
$16.03 - $18.73 $410K - $479K
38.3K $614K
IRM
Iron Mountain Inc

Real Estate
-1
- -0.0%
$101.62 - $128.14 $102 - $128
35.1K $3.69M
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
-25.8K
- 15.28%
$13.32 - $14.3 $344K - $370K
143K $1.92M
BP
Bp PLC

Energy
-13.4K
- 32.35%
$28.16 - $33.14 $378K - $445K
28.1K $830K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
-9K
- 43.96%
$44.21 - $46.46 $398K - $418K
11.5K $508K
MUB
Ishares National Muni Bond ETF

ETFs
-3.62K
- 61.52%
$105.78 - $108.7 $383K - $393K
2.26K $241K
MRK
Merck & Co., Inc.

Healthcare
-122
- 0.48%
$96.31 - $114.76 $11.7K - $14K
25.2K $2.51M
EFV
Msci Eafe Value ETF

ETFs
-2.31K
- 5.22%
$51.78 - $57.15 $119K - $132K
41.9K $2.2M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-3.19K
- 6.26%
$44.04 - $49.49 $140K - $158K
47.8K $2.1M
QTEC
First Trust Nasdaq 100 Technol

ETFs
-1.53K
- 12.56%
$185.87 - $204.12 $285K - $313K
10.7K $2.01M
FXR
First Trust Industrials/Produc

ETFs
-3.89K
- 13.72%
$74.81 - $83.27 $291K - $324K
24.5K $1.83M
STX
Seagate Technology Holdings PLC

Technology
-227
- 1.86%
$86.31 - $112.64 $19.6K - $25.6K
12K $1.03M
INTC
Intel Corp

Technology
-9.85K
- 36.89%
$19.07 - $26.23 $188K - $258K
16.9K $338K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.83K
- 7.93%
$96.64 - $101.23 $177K - $185K
21.3K $2.06M
IBM
International Business Machines Corp

Technology
-1.18K
- 7.77%
$204.9 - $238.04 $241K - $280K
14K $3.07M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-4.09K
- 27.89%
$50.06 - $55.0 $205K - $225K
10.6K $530K
FVAL
Fidelity Covington Tr Value Fa

ETFs
-4.77K
- 13.12%
$60.19 - $64.39 $287K - $307K
31.6K $1.94M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-1
- 0.13%
$701.85 - $1046.91 $702 - $1.05K
748 $532K
FXD
First Tr Exchange Traded Fd

ETFs
-4.61K
- 13.79%
$62.05 - $68.52 $286K - $316K
28.8K $1.86M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
-5.84K
- 14.42%
$90.31 - $106.37 $527K - $621K
34.6K $3.45M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-866
- 5.94%
$87.1 - $98.49 $75.4K - $85.3K
13.7K $1.2M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-3.95K
- 11.46%
$49.74 - $50.43 $197K - $199K
30.5K $1.52M
AZN
Astrazeneca PLC

Healthcare
-84
- 0.51%
$63.2 - $79.58 $5.31K - $6.68K
16.3K $1.07M
BOND
Pimco Active Bond Exchange Tra

ETFs
-1.51K
- 12.1%
$90.42 - $94.5 $136K - $143K
11K $991K
O
Realty Income Corp

Real Estate
-1.1K
- 8.59%
$51.76 - $64.71 $57K - $71.2K
11.7K $625K
LOW
Lowes Companies Inc

Consumer Cyclical
-246
- 4.79%
$244.52 - $284.07 $60.2K - $69.9K
4.89K $1.21M
CELH
Celsius Holdings, Inc.

Consumer Defensive
-2.62K
- 12.87%
$25.66 - $34.91 $67.3K - $91.5K
17.7K $467K
NETZ
Engine No 1 ETF Tr Transform C

ETFs
-1.18K
- 2.36%
$72.28 - $78.42 $85.2K - $92.5K
48.9K $3.55M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-4.65K
- 8.27%
$55.73 - $66.16 $259K - $308K
51.6K $3.11M
HUM
Humana Inc

Healthcare
-187
- 15.98%
$233.89 - $304.18 $43.7K - $56.9K
983 $249K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-214
- 1.81%
$75.1 - $82.99 $16.1K - $17.8K
11.6K $878K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-390
- 14.66%
$311.11 - $335.64 $121K - $131K
2.27K $731K
SPY
Spdr S&P 500 ETF Trust

ETFs
-446
- 3.36%
$567.81 - $607.81 $253K - $271K
12.8K $7.52M
Activity Summary
Buys All Purchases 244 New Holdings 28 Increased Positions 216 Sells All Sells 135 Reductions 135 Sold out 0 Options Calls 0 Puts 0
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