Cyndeo Wealth Partners, LLC Portfolio Holdings
Cyndeo Wealth Partners, LLC
- $1.4 Billion
- Q3 2024
Cyndeo Wealth Partners, LLC has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.4 Billion distributed in 444 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $62.4M, Apple Inc. with a value of $40.7M, Amazon Com Inc with a value of $36.2M, Abb Vie Inc. with a value of $26.8M, and Nvidia Corp with a value of $24.1M.
Examining the 13F form we can see an increase of $139M in the current position value, from $1.27B to 1.4B.
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
$1.4 Billion
ETFs: $444 Million
Technology: $241 Million
Financial Services: $178 Million
Healthcare: $120 Million
Consumer Cyclical: $92.5 Million
Consumer Defensive: $78.5 Million
Industrials: $72 Million
Communication Services: $56.3 Million
Other: $118 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 444
- Current Value $1.4 Billion
- Prior Value $1.27 Billion
- Filing
- Period Q3 2024
- Filing Date October 18, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 70 stocks
- Additional Purchases 202 stocks
- Sold out of 0 stocks
- Reduced holdings in 126 stocks