Cyndeo Wealth Partners, LLC
CIK: 0001950947SEC EDGAR →
Portfolio Value
$1.9B
Holdings
477
As of
Q4 2025
New Positions
36
Closed Positions
27
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | MICROSOFT CORP | 170,553 | $82.5M | 4.45% |
| 2 | BROADCOM INC | 181,974 | $63.0M | 3.40% |
| 3 | APPLE INC | 209,696 | $57.0M | 3.07% |
| 4 | NVIDIA CORPORATION | 289,908 | $54.1M | 2.91% |
| 5 | AMAZON COM INC | 208,410 | $48.1M | 2.59% |
| 6 | ALPHABET INC | 102,158 | $32.0M | 1.72% |
| 7 | JPMORGAN CHASE & CO. | 95,989 | $30.9M | 1.67% |
| 8 | ABBVIE INC | 131,890 | $30.1M | 1.62% |
| 9 | JOHNSON & JOHNSON | 130,031 | $26.9M | 1.45% |
| 10 | FIDELITY MERRIMACK STR TR | 550,911 | $25.4M | 1.37% |
Quarterly Changes
Top Buys
New Positions (34)
$7.8M · 159K shares
$6.8M · 133K shares
$3.6M · 107K shares
$2.5M · 57K shares
$2.3M · 80K shares
$2.2M · 115K shares
$2.0M · 84K shares
$1.9M · 38K shares
$1.7M · 59K shares
$1.2M · 13K shares
$1.1M · 4K shares
$1.1M · 42K shares
$922K · 16K shares
$913K · 37K shares
$795K · 16K shares
$786K · 22K shares
$629K · 13K shares
$481K · 16K shares
$477K · 19K shares
$468K · 2K shares
$407K · 3K shares
$400K · 22K shares
$354K · 11K shares
$258K · 1K shares
$246K · 2K shares
$232K · 1K shares
$219K · 102 shares
$215K · 1K shares
$215K · 1K shares
$212K · 1K shares
$207K · 715 shares
$205K · 3K shares
$201K · 4K shares
$117K · 11K shares
Closed Positions (31)
$7.2M · 39K shares
$6.9M · 638K shares
$6.6M · 81K shares
$3.6M · 134K shares
$2.1M · 35K shares
$2.1M · 2K shares
$1.3M · 13K shares
$1.3M · 25K shares
$1.1M · 5K shares
$976K · 1K shares
$406K · 8K shares
$399K · 3K shares
$375K · 14K shares
$320K · 11K shares
$310K · 11K shares
$290K · 10K shares
$288K · 1K shares
$287K · 2K shares
$241K · 2K shares
$240K · 2K shares
$231K · 4K shares
$228K · 2K shares
$226K · 2K shares
$223K · 2K shares
$219K · 2K shares
$218K · 3K shares
$216K · 4K shares
$203K · 2K shares
$202K · 2K shares
$152K · 47K shares
$74K · 15K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 243 | $724.5M | 39.1% |
| Technology | 56 | $403.8M | 21.8% |
| Healthcare | 33 | $155.8M | 8.4% |
| Unknown | 27 | $129.1M | 7.0% |
| Consumer Cyclical | 18 | $116.4M | 6.3% |
| Industrials | 34 | $76.6M | 4.1% |
| Communication Services | 11 | $72.9M | 3.9% |
| Consumer Defensive | 15 | $50.0M | 2.7% |
| Energy | 15 | $47.3M | 2.5% |
| Utilities | 10 | $45.2M | 2.4% |
| Real Estate | 9 | $21.5M | 1.2% |
| Basic Materials | 6 | $11.7M | 0.6% |