Cyndeo Wealth Partners, LLC ETFs

Cyndeo Wealth Partners, LLC

$1.4 Billion
Q3 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
XLF Financial Sector Spdr	$0	$267,000 0.02% of portfolio	5,896	Q3 2024 New
SPLV Invesco ETF Tr Ii S&P 500 Low	$0	$267,000 0.02% of portfolio	3,723	Q3 2024 Added 0.51%
FVD First Tr Value Line Divid Inde	$0	$264,000 0.02% of portfolio	5,823	Q3 2024 New
RNEM First Tr Vi Emerging Mkts Equi	$0	$264,000 0.02% of portfolio	4,788	Q2 2023 New
FDL First Tr Morningstar Dividend	$0	$253,000 0.02% of portfolio	6,034	Q3 2024 New
DFUV Dimensional ETF Tr Us Marketwi	$0	$252,000 0.02% of portfolio	6,050	Q3 2024 New
XLU Utilities Sector Spdr	$0	$250,000 0.02% of portfolio	3,096	Q3 2024 New
FEM First Trust Emerging Markets A	$0	$247,000 0.02% of portfolio	10,343	Q2 2023 New
GSLC Goldman Sachs ETF Tr Activebet	$0	$247,000 0.02% of portfolio	2,191	Q3 2024 New
FXH First Tr Exchange Trd Fd Healt	$0	$243,000 0.02% of portfolio	2,179	Q3 2024 Added 1.97%
ICVT Ishares Tr Convertible Bond Et	$0	$241,000 0.02% of portfolio	2,882	Q3 2024 New
BBH Vaneck ETF Tr Biotech ETF	$0	$230,000 0.02% of portfolio	1,300	Q4 2022 New
SIL Global X Silver Miners ETF	$0	$229,000 0.02% of portfolio	6,546	Q2 2024 New
EWX Spdr S&P Emerging Markets Smal	$0	$227,000 0.02% of portfolio	3,642	Q2 2024 New
XLV Select Sector Spdr Fund Health	$0	$219,000 0.02% of portfolio	1,426	Q3 2024 New
VGT Vanguard Information Technolog	$0	$217,000 0.02% of portfolio	370	Q3 2024 New
IEV Ishares Tr Europe ETF	$0	$210,000 0.01% of portfolio	3,615	Q3 2024 New
USIG Ishares Tr Broad Usd Inbd Etfv	$0	$209,000 0.01% of portfolio	3,992	Q3 2024 Reduced 3.71%
IQLT Ishares Msci Intl Quality Fact	$0	$208,000 0.01% of portfolio	5,014	Q3 2024 New

Track This Portfolio

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.