Cyndeo Wealth Partners, LLC Portfolio Holdings

Cyndeo Wealth Partners, LLC

  • $1.61 Billion
  • Q2 2025

Cyndeo Wealth Partners, LLC has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.61 Billion distributed in 465 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $83.5M, Broadcom Inc. with a value of $51.9M, Amazon Com Inc with a value of $45.1M, Nvidia Corp with a value of $43.3M, and Apple Inc. with a value of $42.7M.

Examining the 13F form we can see an increase of $142M in the current position value, from $1.47B to 1.61B.

Cyndeo Wealth Partners, LLC is based out at St. Petersburg, FL

Below you can find more details about Cyndeo Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.61 Billion
ETFs: $487 Million
Technology: $331 Million
Financial Services: $228 Million
Healthcare: $116 Million
Consumer Cyclical: $103 Million
Consumer Defensive: $88.8 Million
Industrials: $71.8 Million
Communication Services: $62.3 Million
Other: $122 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$189B
$1.97 Million 0.12% of portfolio
4,866
Q2 2025 Added 2.96%
$276B
$1.89 Million 0.12% of portfolio
27,297
Q2 2025 Added 90.25%
$214B
$1.92 Million 0.12% of portfolio
24,231
Q2 2025 Reduced 1.23%
$61.6B
$1.91 Million 0.12% of portfolio
18,930
Q2 2025 Reduced 72.49%
$130B
$1.7 Million 0.11% of portfolio
1,900
Q2 2025 New
$325B
$1.84 Million 0.11% of portfolio
5,901
Q2 2025 Reduced 78.41%
$91B
$1.84 Million 0.11% of portfolio
3,618
Q2 2025 Added 174.51%
$637B
$1.78 Million 0.11% of portfolio
3,654
Q2 2025 Added 0.3%
$26.4B
$1.73 Million 0.11% of portfolio
15,598
Q2 2025 Added 9.57%
$197B
$1.84 Million 0.11% of portfolio
13,946
Q2 2025 Reduced 0.49%
$39.6B
$1.54 Million 0.1% of portfolio
10,644
Q2 2025 Reduced 0.16%
$141B
$1.62 Million 0.1% of portfolio
8,207
Q2 2025 Reduced 0.12%
$4.79B
$1.69 Million 0.1% of portfolio
54,968
Q2 2025 Added 1.03%
$221B
$1.68 Million 0.1% of portfolio
4,321
Q2 2025 Reduced 0.25%
$139B
$1.38 Million 0.09% of portfolio
3,860
Q2 2025 Added 209.05%
$144B
$1.43 Million 0.09% of portfolio
6,153
Q2 2025 Added 2.65%
$0
$1.31 Million 0.08% of portfolio
108,322
Q1 2025 Added 70.83%
$255B
$1.29 Million 0.08% of portfolio
7,068
Q2 2025 Added 5.01%
$20.5B
$1.25 Million 0.08% of portfolio
5,590
Q2 2025 Reduced 1.77%
$404B
$1.34 Million 0.08% of portfolio
28,394
Q2 2025 Added 0.78%
$307B
$1.13 Million 0.07% of portfolio
14,089
Q2 2025 Added 2.34%
$41.3B
$1.1 Million 0.07% of portfolio
4,532
Q2 2025 New
$0
$1.19 Million 0.07% of portfolio
44,001
Q1 2023 Added 4.08%
$70.3B
$1.11 Million 0.07% of portfolio
12,178
Q2 2025 Reduced 0.51%
$167B
$1.08 Million 0.07% of portfolio
4,883
Q2 2025 Added 0.12%
$252B
$1.14 Million 0.07% of portfolio
16,362
Q2 2025 Reduced 0.24%
$163B
$1.09 Million 0.07% of portfolio
3,104
Q2 2025 Reduced 4.55%
$137B
$1.21 Million 0.07% of portfolio
16,416
Q2 2025 Added 5.6%
$52B
$1.16 Million 0.07% of portfolio
1,398
Q2 2025 New
$302B
$943,000 0.06% of portfolio
3,665
Q2 2025 Added 0.14%
$0
$892,000 0.06% of portfolio
70,300
Q2 2025 Added 4.7%
$84.6B
$1.01 Million 0.06% of portfolio
6,645
Q2 2025 Reduced 0.37%
$214B
$947,000 0.06% of portfolio
7,640
Q2 2025 Reduced 13.16%
$256B
$1.04 Million 0.06% of portfolio
14,739
Q2 2025 Reduced 0.48%
$63.3B
$995,000 0.06% of portfolio
3,891
Q2 2025 Added 2.96%
$39.1B
$930,000 0.06% of portfolio
509
Q2 2025 Reduced 2.49%
$47.1B
$950,000 0.06% of portfolio
5,453
Q2 2025 Added 1.87%
$60.1B
$819,000 0.05% of portfolio
19,065
Q2 2025 Reduced 89.53%
$32.1B
$857,000 0.05% of portfolio
10,501
Q2 2025 Reduced 87.72%
$39.6B
$875,000 0.05% of portfolio
2,636
Q2 2025 Added 3.94%
$165B
$810,000 0.05% of portfolio
2,095
Q2 2025 Reduced 73.02%
$104B
$799,000 0.05% of portfolio
26,697
Q2 2025 Reduced 0.5%
$189B
$850,000 0.05% of portfolio
9,986
Q2 2025 Added 0.02%
$80.5B
$789,000 0.05% of portfolio
3,195
Q2 2025 Reduced 0.03%
$96.2B
$767,000 0.05% of portfolio
8,380
Q2 2025 Reduced 12.85%
$44.2B
$694,000 0.04% of portfolio
5,390
Q2 2025 Reduced 0.39%
$210B
$716,000 0.04% of portfolio
24,745
Q2 2025 Reduced 18.0%
$125B
$642,000 0.04% of portfolio
7,376
Q2 2025 Added 0.46%
$101B
$689,000 0.04% of portfolio
941
Q2 2025 Reduced 1.05%

Summary

  • Portfolio
  • No. of Stocks 465
  • Current Value $1.61 Billion
  • Prior Value $1.47 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 50 stocks
  • Additional Purchases 212 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 164 stocks
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