Cyndeo Wealth Partners, LLC Portfolio Holdings

Cyndeo Wealth Partners, LLC

  • $1.47 Billion
  • Q1 2025

Cyndeo Wealth Partners, LLC has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.47 Billion distributed in 448 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $61.5M, Apple Inc. with a value of $44.5M, Amazon Com Inc with a value of $38.3M, Broadcom Inc. with a value of $32M, and Nvidia Corp with a value of $27.9M.

Examining the 13F form we can see an increase of $52.2M in the current position value, from $1.42B to 1.47B.

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 $1.47 Billion
ETFs: $452 Million
Technology: $256 Million
Financial Services: $215 Million
Healthcare: $122 Million
Consumer Cyclical: $101 Million
Consumer Defensive: $72.4 Million
Industrials: $69.5 Million
Communication Services: $66 Million
Other: $114 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$62.2B
$558,000 0.04% of portfolio
6,952
Q1 2025 Reduced 0.14%
$41.8B
$578,000 0.04% of portfolio
12,634
Q1 2025 Added 0.06%
$99.9B
$581,000 0.04% of portfolio
9,529
Q1 2025 Reduced 0.01%
$52.2B
$595,000 0.04% of portfolio
5,453
Q1 2025 Reduced 58.25%
$31.5B
$660,000 0.04% of portfolio
4,758
Q1 2025 Reduced 0.44%
$55.4B
$660,000 0.04% of portfolio
3,189
Q1 2025 Reduced 0.78%
$88.1B
$623,000 0.04% of portfolio
5,110
Q1 2025 Reduced 4.63%
$56.6B
$521,000 0.04% of portfolio
3,380
Q1 2025 Added 9.78%
$54.7B
$528,000 0.04% of portfolio
3,099
Q1 2025 Reduced 10.23%
$0
$622,000 0.04% of portfolio
38,308
Q4 2024 Reduced 40.04%
$166B
$662,000 0.04% of portfolio
4,316
Q1 2025 Added 1.36%
$32.1B
$609,000 0.04% of portfolio
2,504
Q1 2025 Added 0.93%
$36.1B
$655,000 0.04% of portfolio
2,536
Q1 2025 Reduced 1.4%
$241B
$515,000 0.03% of portfolio
4,620
Q1 2025 Reduced 2.22%
$153B
$490,000 0.03% of portfolio
1,045
Q1 2025 Reduced 0.48%
$73.2B
$500,000 0.03% of portfolio
978
Q4 2024 Added 5.39%
$34.5B
$406,000 0.03% of portfolio
6,999
Q1 2025 Reduced 40.24%
$29.5B
$371,000 0.03% of portfolio
4,074
Q1 2025 Reduced 12.12%
$65.9B
$374,000 0.03% of portfolio
12,738
Q1 2025 Added 0.08%
$70.8B
$439,000 0.03% of portfolio
4,005
Q1 2025 Reduced 1.16%
$7.34B
$398,000 0.03% of portfolio
2,264
Q1 2025 Added 3.57%
$64.4B
$458,000 0.03% of portfolio
4,125
Q1 2025 Reduced 0.17%
$63.4B
$429,000 0.03% of portfolio
677
Q1 2025 Reduced 9.49%
$79.2B
$401,000 0.03% of portfolio
1,578
Q1 2025 Added 0.9%
$71.8B
$477,000 0.03% of portfolio
5,690
Q1 2025 Added 0.74%
$0
$413,000 0.03% of portfolio
18,680
Q1 2025 Reduced 2.44%
$78.9B
$406,000 0.03% of portfolio
2,968
Q1 2025 Added 10.33%
$1.29B
$474,000 0.03% of portfolio
46,841
Q4 2022 New
$83.6B
$391,000 0.03% of portfolio
17,236
Q1 2025 Added 2.24%
$300B
$440,000 0.03% of portfolio
1,653
Q1 2025 Added 3.64%
$85.9B
$458,000 0.03% of portfolio
1,925
Q1 2025 Reduced 18.84%
$144B
$379,000 0.03% of portfolio
1,020
Q1 2025 Added 0.29%
$44.2B
$513,000 0.03% of portfolio
4,925
Q1 2025 Reduced 5.87%
$37.7B
$233,000 0.02% of portfolio
3,297
Q1 2025 Added 0.18%
$23.5B
$269,000 0.02% of portfolio
1,822
Q1 2025 Added 0.44%
$153B
$333,000 0.02% of portfolio
9,045
Q1 2025 Reduced 16.71%
$24.2B
$340,000 0.02% of portfolio
2,131
Q1 2025 New
$14.8B
$269,000 0.02% of portfolio
6,573
Q3 2024 New
$0
$355,000 0.02% of portfolio
34,868
Q1 2025 Reduced 9.74%
$45.5B
$336,000 0.02% of portfolio
1,073
Q1 2025 Added 0.85%
$24.4B
$306,000 0.02% of portfolio
4,293
Q1 2025 Added 0.09%
$101B
$261,000 0.02% of portfolio
8,527
Q1 2025 Added 16.08%
$36.2B
$254,000 0.02% of portfolio
3,390
Q1 2025 Added 0.06%
$160B
$294,000 0.02% of portfolio
3,763
Q1 2025 Added 4.61%
$19.9B
$280,000 0.02% of portfolio
12,914
Q1 2025 Added 0.02%
$139B
$258,000 0.02% of portfolio
1,778
Q1 2025 Reduced 87.82%
$6.78B
$252,000 0.02% of portfolio
885
Q1 2025 Added 0.91%
$18.2B
$254,000 0.02% of portfolio
3,259
Q1 2025 Reduced 1.0%
$60.3B
$359,000 0.02% of portfolio
1,219
Q1 2025 Added 0.08%

Summary

  • Portfolio
  • No. of Stocks 448
  • Current Value $1.47 Billion
  • Prior Value $1.42 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 17, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 41 stocks
  • Additional Purchases 194 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 172 stocks
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