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
$85.4B
$675,000 0.04% of portfolio
3,175
Q2 2025 New
$117B
$584,000 0.04% of portfolio
6,514
Q2 2025 Reduced 4.43%
$94B
$602,000 0.04% of portfolio
2,187
Q2 2025 Added 4.54%
$61.2B
$566,000 0.04% of portfolio
10,779
Q2 2025 Reduced 14.68%
$99.3B
$598,000 0.04% of portfolio
6,514
Q2 2025 Reduced 0.55%
$80.7B
$580,000 0.04% of portfolio
4,092
Q2 2025 Added 37.87%
$0
$593,000 0.04% of portfolio
38,308
Q4 2024 Reduced 40.04%
$54.1B
$640,000 0.04% of portfolio
3,180
Q2 2025 Reduced 0.28%
$92.7B
$653,000 0.04% of portfolio
5,534
Q2 2025 Added 8.3%
$30.9B
$644,000 0.04% of portfolio
2,485
Q2 2025 Reduced 0.76%
$90B
$723,000 0.04% of portfolio
3,160
Q2 2025 Reduced 0.75%
$35.6B
$726,000 0.04% of portfolio
4,738
Q2 2025 Reduced 0.42%
$55.7B
$645,000 0.04% of portfolio
6,223
Q2 2025 Added 14.12%
$85.7B
$524,000 0.03% of portfolio
1,919
Q2 2025 Reduced 0.31%
$99B
$406,000 0.03% of portfolio
4,343
Q2 2025 New
$275B
$555,000 0.03% of portfolio
4,593
Q2 2025 Reduced 0.58%
$78.1B
$438,000 0.03% of portfolio
3,292
Q2 2025 Reduced 17.8%
$98.3B
$432,000 0.03% of portfolio
1,340
Q2 2025 New
$67.7B
$416,000 0.03% of portfolio
12,768
Q2 2025 Added 0.24%
$63.2B
$488,000 0.03% of portfolio
6,080
Q2 2025 Reduced 12.54%
$178B
$559,000 0.03% of portfolio
3,513
Q2 2025 Reduced 18.61%
$144B
$526,000 0.03% of portfolio
1,035
Q2 2025 Reduced 0.96%
$16.6B
$434,000 0.03% of portfolio
7,759
Q2 2025 Added 109.42%
$88B
$563,000 0.03% of portfolio
1,128
Q2 2025 Added 15.34%
$84.7B
$507,000 0.03% of portfolio
5,573
Q2 2025 Reduced 2.06%
$252B
$461,000 0.03% of portfolio
3,249
Q2 2025 Reduced 87.02%
$67.2B
$486,000 0.03% of portfolio
4,616
Q2 2025 Added 11.9%
$1.65B
$519,000 0.03% of portfolio
46,841
Q4 2022 New
$154M
$513,000 0.03% of portfolio
248,087
Q2 2025 New
$302B
$449,000 0.03% of portfolio
1,888
Q2 2025 Added 14.22%
$99.2B
$483,000 0.03% of portfolio
1,568
Q2 2025 Reduced 0.63%
$59.7B
$354,000 0.02% of portfolio
676
Q2 2025 Reduced 0.15%
$36.7B
$393,000 0.02% of portfolio
6,827
Q2 2025 Reduced 2.46%
$170B
$387,000 0.02% of portfolio
4,252
Q2 2025 Added 12.99%
$0
$251,000 0.02% of portfolio
25,469
Q2 2025 Reduced 26.96%
$7.19B
$365,000 0.02% of portfolio
2,187
Q2 2025 Reduced 3.4%
$81B
$299,000 0.02% of portfolio
1,604
Q2 2025 Reduced 5.42%
$63.7B
$343,000 0.02% of portfolio
1,218
Q2 2025 Reduced 0.08%
$100B
$396,000 0.02% of portfolio
8,560
Q2 2025 Reduced 10.17%
$17B
$251,000 0.02% of portfolio
9,502
Q2 2025 Reduced 4.17%
$32.7B
$243,000 0.02% of portfolio
2,807
Q2 2025 New
$97.9B
$361,000 0.02% of portfolio
7,972
Q2 2025 New
$25.1B
$280,000 0.02% of portfolio
11,909
Q2 2025 Reduced 7.78%
$25.2B
$319,000 0.02% of portfolio
4,214
Q2 2025 Reduced 1.84%
$7.94B
$289,000 0.02% of portfolio
885
Q1 2025 Added 0.91%
$31.4B
$353,000 0.02% of portfolio
2,884
Q2 2025 Reduced 29.21%
$221B
$260,000 0.02% of portfolio
45
Q2 2025 New
$4.24B
$359,000 0.02% of portfolio
7,743
Q2 2025 New
$55.7B
$350,000 0.02% of portfolio
1,071
Q2 2025 Reduced 0.19%

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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