Cyndeo Wealth Partners, LLC Reduced Holdings in Q3 2024

Cyndeo Wealth Partners, LLC

  • $1.4 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-310K
- 93.08%
$96.25 - $101.98 $29.9M - $31.7M
23.1K $2.34M
TIP
Ishares Tr Tips Bd ETF

ETFs
-145K
- 96.04%
$105.92 - $110.83 $15.4M - $16.1M
5.98K $660K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-155K
- 96.05%
$98.99 - $101.51 $15.4M - $15.8M
6.38K $646K
MFC
Manulife Financial Corp

Financial Services
-230K
- 94.55%
$24.13 - $29.63 $5.54M - $6.81M
13.2K $391K
STX
Seagate Technology Holdings PLC

Technology
-58.9K
- 82.87%
$92.1 - $110.76 $5.43M - $6.53M
12.2K $1.33M
C
Citigroup Inc

Financial Services
-92.9K
- 92.55%
$56.11 - $67.61 $5.21M - $6.28M
7.48K $468K
ALL
Allstate Corp

Financial Services
-34K
- 91.92%
$158.43 - $192.86 $5.38M - $6.55M
2.99K $566K
MSFT
Microsoft Corp

Technology
-6.09K
- 4.02%
$395.15 - $467.56 $2.4M - $2.85M
145K $62.4M
BP
Bp PLC

Energy
-124K
- 74.98%
$30.78 - $37.05 $3.83M - $4.61M
41.5K $1.3M
MU
Micron Technology Inc

Technology
-30.7K
- 92.25%
$86.27 - $136.82 $2.65M - $4.2M
2.58K $267K
EOG
Eog Resources Inc

Energy
-21.5K
- 85.23%
$117.9 - $132.65 $2.53M - $2.85M
3.72K $456K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-84.2K
- 15.87%
$42.87 - $45.76 $3.61M - $3.85M
446K $20.2M
CB
Chubb LTD

Financial Services
-12.5K
- 39.9%
$252.51 - $292.2 $3.17M - $3.67M
18.9K $5.45M
DAL
Delta Air Lines, Inc.

Industrials
-44.7K
- 90.44%
$37.32 - $51.8 $1.67M - $2.32M
4.73K $240K
AMAT
Applied Materials Inc

Technology
-5.74K
- 28.31%
$174.88 - $254.97 $1M - $1.46M
14.5K $2.94M
AEP
American Electric Power CO Inc

Utilities
-20.9K
- 62.28%
$87.11 - $104.95 $1.82M - $2.19M
12.7K $1.3M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-7.95K
- 30.38%
$210.25 - $231.86 $1.67M - $1.84M
18.2K $4.06M
PANW
Palo Alto Networks Inc

Technology
-4.02K
- 35.16%
$294.18 - $368.01 $1.18M - $1.48M
7.41K $2.53M
RSG
Republic Services, Inc.

Industrials
-7.17K
- 32.56%
$189.34 - $208.21 $1.36M - $1.49M
14.9K $2.98M
OEF
Ishares S&P 100 ETF

ETFs
-4.83K
- 57.95%
$266.03 - $266.03 $1.28M - $1.28M
3.5K $931K
RTX
Raytheon Technologies Corp

Industrials
-18.2K
- 38.37%
$99.55 - $123.34 $1.82M - $2.25M
29.3K $3.55M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-32.5K
- 77.76%
$32.36 - $33.78 $1.05M - $1.1M
9.3K $313K
ROK
Rockwell Automation, Inc

Industrials
-3.53K
- 57.74%
$248.27 - $294.37 $875K - $1.04M
2.58K $693K
ACN
Accenture PLC

Technology
-7.63K
- 21.65%
$295.44 - $355.81 $2.25M - $2.71M
27.6K $9.76M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-4.41K
- 59.64%
$175.46 - $203.3 $774K - $897K
2.99K $605K
CRWD
Crowd Strike Holdings, Inc.

Technology
-1.52K
- 48.97%
$217.89 - $392.15 $332K - $597K
1.59K $445K
TT
Trane Technologies PLC

Industrials
-3.7K
- 29.59%
$314.21 - $388.71 $1.16M - $1.44M
8.81K $3.42M
CDNS
Cadence Design Systems Inc

Technology
-1.95K
- 55.61%
$246.84 - $321.11 $482K - $627K
1.56K $422K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-10.6K
- 20.51%
$83.76 - $91.82 $887K - $972K
41K $3.75M
BSX
Boston Scientific Corp

Healthcare
-9.86K
- 21.63%
$72.96 - $84.0 $719K - $828K
35.7K $2.99M
LLY
Eli Lilly & CO

Healthcare
-270
- 2.38%
$772.14 - $960.02 $208K - $259K
11.1K $9.8M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
-11.6K
- 10.3%
$37.45 - $44.25 $434K - $513K
101K $4.32M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-2.45K
- 4.18%
$49.83 - $62.75 $122K - $154K
56.3K $3.24M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-8.72K
- 21.88%
$51.78 - $52.98 $451K - $462K
31.1K $1.65M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-3.14K
- 14.09%
$162.64 - $179.3 $510K - $562K
19.1K $3.43M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-2.98K
- 55.4%
$114.52 - $127.8 $341K - $380K
2.4K $300K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-2.83K
- 6.09%
$42.59 - $60.56 $120K - $171K
43.5K $2.2M
EFG
Msci Eafe Growth ETF

ETFs
-3.55K
- 15.11%
$96.84 - $108.77 $344K - $386K
19.9K $2.15M
TXN
Texas Instruments Inc

Technology
-1.26K
- 7.56%
$194.6 - $194.6 $246K - $246K
15.5K $3.01M
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
-10.1K
- 46.32%
$23.25 - $24.3 $234K - $244K
11.7K $280K
PSX
Phillips 66

Energy
-53
- 0.25%
$125.0 - $147.17 $6.63K - $7.8K
21.3K $2.79M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-199
- 20.99%
$1024.09 - $1201.76 $204K - $239K
749 $787K
IDEV
Ishares Core Msci Intl Develop

ETFs
-5.19K
- 15.2%
$63.46 - $71.43 $329K - $371K
29K $2.05M
AMP
Ameriprise Financial Inc

Financial Services
-1.21K
- 13.47%
$391.53 - $469.81 $474K - $568K
7.78K $3.65M
PDI
Pimco Dynamic Income Fund

Financial Services
-15.2K
- 17.48%
$18.7 - $20.25 $284K - $308K
71.8K $1.45M
PEP
Pepsico Inc

Consumer Defensive
-1.44K
- 8.91%
$161.9 - $179.3 $232K - $257K
14.7K $2.5M
PSLV
Sprott Physical Silver Trust

Financial Services
-65.6K
- 6.25%
$9.17 - $10.84 $602K - $711K
985K $10.3M
AIG
American International Group, Inc.

Financial Services
-1.25K
- 3.69%
$70.16 - $79.23 $87.6K - $98.9K
32.6K $2.39M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-2.54K
- 32.59%
$64.35 - $75.71 $164K - $193K
5.26K $387K
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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