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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.01 Million 0.12% of portfolio
87,388
Q2 2025 Added 12.06%
$0
$1.95 Million 0.12% of portfolio
14,477
Q2 2025 Added 14.0%
$0
$1.9 Million 0.12% of portfolio
9,770
Q2 2025 Added 3.5%
$0
$1.85 Million 0.11% of portfolio
98,439
Q3 2024 Added 11.31%
$0
$1.7 Million 0.11% of portfolio
15,148
Q2 2025 Added 1.84%
$0
$1.83 Million 0.11% of portfolio
10,540
Q2 2025 Reduced 15.13%
$0
$1.77 Million 0.11% of portfolio
23,852
Q2 2025 Reduced 7.07%
$0
$1.7 Million 0.11% of portfolio
30,308
Q2 2025 Reduced 7.5%
$0
$1.84 Million 0.11% of portfolio
6,842
Q2 2025 Reduced 6.13%
$0
$1.67 Million 0.1% of portfolio
16,411
Q2 2025 Added 50.68%
$0
$1.58 Million 0.1% of portfolio
30,699
Q2 2025 Reduced 1.25%
$0
$1.7 Million 0.1% of portfolio
75,374
Q2 2025 Added 2.92%
$0
$1.54 Million 0.1% of portfolio
5,495
Q2 2025 Reduced 49.7%
$0
$1.55 Million 0.1% of portfolio
2,722
Q2 2025 Added 11.6%
$0
$1.46 Million 0.09% of portfolio
34,356
Q2 2025 New
$0
$1.46 Million 0.09% of portfolio
21,438
Q2 2025 Added 4.39%
$0
$1.32 Million 0.08% of portfolio
5,205
Q2 2025 Reduced 1.33%
$0
$1.22 Million 0.08% of portfolio
25,327
Q2 2025 Reduced 2.61%
$0
$1.26 Million 0.08% of portfolio
12,706
Q2 2025 New
$0
$1.24 Million 0.08% of portfolio
28,380
Q2 2025 Reduced 0.71%
$0
$1.27 Million 0.08% of portfolio
18,399
Q1 2025 Reduced 29.87%
$0
$1.24 Million 0.08% of portfolio
12,769
Q2 2025 Reduced 0.72%
$0
$1.05 Million 0.07% of portfolio
10,076
Q2 2025 New
$0
$1.1 Million 0.07% of portfolio
21,060
Q2 2025 Reduced 5.08%
$0
$1.08 Million 0.07% of portfolio
5,142
Q2 2025 Reduced 0.75%
$0
$1.12 Million 0.07% of portfolio
4,050
Q2 2025 Added 58.7%
$0
$1.12 Million 0.07% of portfolio
22,248
Q2 2025 Reduced 40.48%
$0
$1.19 Million 0.07% of portfolio
16,816
Q2 2025 Added 8.53%
$0
$1.09 Million 0.07% of portfolio
24,822
Q2 2025 Reduced 3.8%
$0
$1.09 Million 0.07% of portfolio
2,980
Q2 2025 Added 3.44%
$0
$1.18 Million 0.07% of portfolio
17,647
Q2 2024 New
$0
$1.01 Million 0.06% of portfolio
7,663
Q2 2025 Added 2.31%
$0
$1 Million 0.06% of portfolio
11,210
Q2 2025 Reduced 1.03%
$0
$891,000 0.06% of portfolio
3,734
Q2 2025 Added 0.11%
$0
$963,000 0.06% of portfolio
6,383
Q2 2025 Reduced 0.16%
$0
$938,000 0.06% of portfolio
14,671
Q2 2025 Reduced 5.92%
$0
$895,000 0.06% of portfolio
9,664
Q2 2025 Added 8.63%
$0
$1.04 Million 0.06% of portfolio
3,894
Q2 2025 Reduced 47.31%
$0
$946,000 0.06% of portfolio
26,600
Q2 2025 Reduced 42.92%
$0
$1.04 Million 0.06% of portfolio
18,287
Q2 2025 Added 0.56%
$0
$790,000 0.05% of portfolio
10,738
Q2 2025 Reduced 0.01%
$0
$870,000 0.05% of portfolio
9,492
Q2 2025 Reduced 10.5%
$0
$799,000 0.05% of portfolio
8,512
Q2 2025 Added 13.95%
$0
$796,000 0.05% of portfolio
6,585
Q2 2025 New
$0
$809,000 0.05% of portfolio
2,305
Q2 2024 New
$0
$871,000 0.05% of portfolio
9,471
Q2 2025 Added 2.51%
$0
$786,000 0.05% of portfolio
15,103
Q2 2025 Added 0.69%
$0
$859,000 0.05% of portfolio
12,964
Q2 2025 Added 2.34%
$0
$738,000 0.05% of portfolio
14,187
Q2 2025 Added 14.67%

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
Track This Portfolio

Track Cyndeo Wealth Partners, LLC Portfolio

Follow Cyndeo Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cyndeo Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cyndeo Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email