Cyndeo Wealth Partners, LLC Reduced Holdings in Q2 2025

Cyndeo Wealth Partners, LLC

  • $1.61 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FDL
First Tr Morningstar Dividend

ETFs
-1.08K
- 15.44%
$38.19 - $43.19 $41.2K - $46.6K
5.9K $247K
FANG
Diamondback Energy, Inc.

Energy
-56
- 2.63%
$119.25 - $161.49 $6.68K - $9.04K
2.08K $285K
IWX
Ishares Tr Russell 200 Value E

ETFs
-738
- 17.79%
$73.26 - $84.19 $54.1K - $62.1K
3.41K $287K
OMC
Omnicom Group Inc.

Communication Services
-14
- 0.32%
$69.22 - $79.77 $969 - $1.12K
4.41K $317K
SHEL
Shell PLC

Energy
-71
- 0.48%
$59.75 - $73.05 $4.24K - $5.19K
14.7K $1.04M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-432
- 8.65%
$102.02 - $103.5 $44.1K - $44.7K
4.56K $469K
GIS
General Mills Inc

Consumer Defensive
-25
- 0.48%
$50.37 - $60.97 $1.26K - $1.52K
5.16K $267K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-980
- 3.8%
$42.72 - $44.24 $41.9K - $43.4K
24.8K $1.09M
CL
Colgate Palmolive CO

Consumer Defensive
-63
- 0.51%
$87.57 - $96.0 $5.52K - $6.05K
12.2K $1.11M
FXO
First Tr Exchange Traded Fd Fi

ETFs
-2.46K
- 7.5%
$45.9 - $56.06 $113K - $138K
30.3K $1.7M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-740
- 5.99%
$47.46 - $55.3 $35.1K - $40.9K
11.6K $639K
FICO
Fair Isaac Corp

Technology
-13
- 2.49%
$1503.62 - $2206.01 $19.5K - $28.7K
509 $930K
PAYX
Paychex Inc

Industrials
-2
- 0.06%
$137.01 - $159.78 $274 - $320
3.38K $491K
CMCSA
Comcast Corp

Communication Services
-540
- 5.97%
$32.84 - $36.72 $17.7K - $19.8K
8.51K $303K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-448
- 20.37%
$106.81 - $136.49 $47.9K - $61.1K
1.75K $238K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-415
- 9.33%
$90.56 - $109.49 $37.6K - $45.4K
4.03K $440K
XEL
Xcel Energy Inc

Utilities
-204
- 6.19%
$65.65 - $72.39 $13.4K - $14.8K
3.09K $210K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-389
- 1.25%
$50.34 - $51.86 $19.6K - $20.2K
30.7K $1.58M
INTC
Intel Corp

Technology
-675
- 3.92%
$18.13 - $22.69 $12.2K - $15.3K
16.6K $370K
JBBB
Janus Detroit Str Tr Henderson

ETFs
-296
- 2.05%
$46.79 - $48.56 $13.8K - $14.4K
14.1K $680K
ALL
Allstate Corp

Financial Services
-9
- 0.28%
$180.53 - $212.64 $1.62K - $1.91K
3.18K $640K
DELL
Dell Technologies Inc.

Technology
-1.19K
- 29.21%
$71.63 - $125.98 $85.2K - $150K
2.88K $353K
FXR
First Trust Industrials/Produc

ETFs
-1.82K
- 7.07%
$60.85 - $74.22 $110K - $135K
23.9K $1.77M
APD
Air Products & Chemicals, Inc.

Basic Materials
-1
- 0.08%
$248.61 - $294.96 $249 - $295
1.22K $343K
MU
Micron Technology Inc

Technology
-1.08K
- 33.75%
$64.72 - $127.91 $70.1K - $139K
2.13K $262K
DGRO
Ishares Core Dividend Growth E

ETFs
-923
- 5.92%
$55.22 - $63.94 $51K - $59K
14.7K $938K
WM
Waste Management Inc

Industrials
-24
- 0.75%
$216.47 - $242.1 $5.2K - $5.81K
3.16K $723K
TIP
Ishares Tr Tips Bd ETF

ETFs
-93
- 2.72%
$107.93 - $110.97 $10K - $10.3K
3.33K $366K
O
Realty Income Corp

Real Estate
-172
- 2.46%
$52.27 - $58.52 $8.99K - $10.1K
6.83K $393K
GLW
Corning Inc

Technology
-1.86K
- 14.68%
$39.07 - $52.59 $72.5K - $97.6K
10.8K $566K
FTCS
First Trust Capital Strength E

ETFs
-200
- 3.47%
$81.6 - $92.39 $16.3K - $18.5K
5.57K $505K
NVO
Novo Nordisk A S

Healthcare
-143
- 3.76%
$58.08 - $81.05 $8.31K - $11.6K
3.66K $252K
SO
Southern CO

Utilities
-36
- 0.55%
$84.91 - $92.56 $3.06K - $3.33K
6.51K $598K
ITW
Illinois Tool Works Inc

Industrials
-1
- 0.03%
$218.41 - $252.43 $218 - $252
3.2K $789K
EYPT
Eye Point Pharmaceuticals, Inc.

Healthcare
-11K
- 43.56%
$4.13 - $10.54 $45.4K - $116K
14.3K $134K
EMR
Emerson Electric CO

Industrials
-713
- 17.8%
$94.15 - $133.33 $67.1K - $95.1K
3.29K $438K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-4
- 0.16%
$90.85 - $102.31 $363 - $409
2.48K $249K
XLF
Financial Sector Spdr

ETFs
-418
- 6.15%
$43.92 - $52.37 $18.4K - $21.9K
6.38K $333K
PIZ
Invesco Exchange Traded Fd Tr
-712
- 2.94%
N/A
23.5K $0
Ge Vernova Inc
-21
- 2.6%
N/A
787 $0
RF
Regions Financial Corp

Financial Services
-1.01K
- 7.78%
$18.34 - $23.52 $18.4K - $23.6K
11.9K $280K
Blackrock ETF Trust Ii
-7.25K
- 6.97%
N/A
96.8K $0
EWX
Spdr S&P Emerging Markets Smal

ETFs
-277
- 7.61%
$49.89 - $62.13 $13.8K - $17.2K
3.37K $208K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-92
- 5.42%
$149.76 - $186.42 $13.8K - $17.2K
1.6K $299K
SYY
Sysco Corp

Consumer Defensive
-1
- 0.03%
$68.0 - $75.91 $68 - $75.9
3.39K $256K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1
- 0.01%
$72.02 - $73.82 $72 - $73.8
10.7K $790K
MFC
Manulife Financial Corp

Financial Services
-66
- 0.91%
$26.93 - $32.44 $1.78K - $2.14K
7.21K $230K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-353
- 6.29%
$78.98 - $90.1 $27.9K - $31.8K
5.26K $474K
GWW
W.W. Grainger, Inc.

Industrials
-4
- 1.65%
$919.93 - $1101.66 $3.68K - $4.41K
238 $247K
Activity Summary
Buys All Purchases 262 New Holdings 50 Increased Positions 212 Sells All Sells 164 Reductions 164 Sold out 0 Options Calls 0 Puts 0
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