Cyndeo Wealth Partners, LLC Portfolio Holdings

Cyndeo Wealth Partners, LLC

  • $1.74 Billion
  • Q4 2025

Cyndeo Wealth Partners, LLC has filed its 13F form on January 07, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.74 Billion distributed in 477 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $86.6M, Broadcom Inc. with a value of $62.4M, Apple Inc. with a value of $56.1M, Nvidia Corp with a value of $54.1M, and Amazon Com Inc with a value of $48.9M.

Examining the 13F form we can see an increase of $23.3M in the current position value, from $1.72B to 1.74B.

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 $1.74 Billion
ETFs: $529 Million
Technology: $373 Million
Financial Services: $223 Million
Healthcare: $147 Million
Consumer Cyclical: $117 Million
Industrials: $77.5 Million
Communication Services: $76.7 Million
Consumer Defensive: $72.7 Million
Other: $117 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$86.6 Million 4.97% of portfolio
170,553
Q4 2025 Added 3.24%
$139B
$62.4 Million 3.58% of portfolio
181,974
Q4 2025 Added 1.23%
$4.3T
$56.1 Million 3.22% of portfolio
209,696
Q4 2025 Added 2.78%
$465B
$54.1 Million 3.11% of portfolio
289,908
Q4 2025 Added 2.96%
$2.39T
$48.9 Million 2.81% of portfolio
208,410
Q4 2025 Added 1.38%
$414B
$30.9 Million 1.77% of portfolio
131,890
Q4 2025 Reduced 0.04%
$881B
$28.8 Million 1.66% of portfolio
95,989
Q4 2025 Reduced 0.31%
$1.65T
$28.2 Million 1.62% of portfolio
102,158
Q4 2025 Added 4.27%
$522B
$26 Million 1.49% of portfolio
130,031
Q4 2025 Added 25.23%
$0
$25.4 Million 1.46% of portfolio
944,969
Q4 2025 Added 4.55%
$0
$25.5 Million 1.46% of portfolio
550,911
Q4 2025 Added 5.5%
$0
$23.1 Million 1.33% of portfolio
92,620
Q4 2025 Added 5.67%
$593B
$22.4 Million 1.29% of portfolio
101,794
Q4 2025 Reduced 1.73%
$0
$21.7 Million 1.25% of portfolio
696,431
Q4 2025 Added 4.3%
$1.46T
$21.6 Million 1.24% of portfolio
76,651
Q4 2025 Added 10.68%
$228B
$20.8 Million 1.2% of portfolio
160,061
Q4 2025 Reduced 8.85%
$0
$19.5 Million 1.12% of portfolio
773,673
Q4 2025 Added 4.32%
$1.37T
$19.4 Million 1.11% of portfolio
31,790
Q4 2025 Reduced 4.52%
$0
$19.2 Million 1.11% of portfolio
358,052
Q4 2025 Added 3.21%
$0
$18.6 Million 1.07% of portfolio
403,906
Q4 2025 Added 3.17%
$0
$18.5 Million 1.06% of portfolio
971,848
Q4 2025 Added 4.13%
$0
$18.4 Million 1.06% of portfolio
365,711
Q4 2025 Added 3.86%
$0
$18.5 Million 1.06% of portfolio
413,160
Q4 2025 Added 4.33%
$0
$18.1 Million 1.04% of portfolio
37,526
Q4 2025 Reduced 3.53%
$0
$17.7 Million 1.02% of portfolio
1,056,727
Q4 2025 Added 1.85%
$367B
$16.5 Million 0.95% of portfolio
45,966
Q4 2025 Reduced 2.67%
$0
$16.3 Million 0.94% of portfolio
24,139
Q4 2025 Added 1.51%
$971B
$15.3 Million 0.88% of portfolio
14,939
Q4 2025 Added 7.25%
$270B
$14.9 Million 0.86% of portfolio
93,569
Q4 2025 Added 0.79%
$342B
$14.7 Million 0.84% of portfolio
84,346
Q4 2025 Reduced 12.08%
$170B
$14.7 Million 0.84% of portfolio
100,578
Q4 2025 Added 2.76%
$0
$14.7 Million 0.84% of portfolio
22,025
Q4 2025 Added 5.03%
$32.2B
$13.2 Million 0.76% of portfolio
225,327
Q4 2025 Added 0.02%
$255B
$12.2 Million 0.7% of portfolio
35,700
Q4 2025 Added 2.17%
$0
$12.1 Million 0.7% of portfolio
1,530,270
Q4 2025 Reduced 12.1%
$235B
$11.4 Million 0.66% of portfolio
123,083
Q4 2025 Added 2.16%
$104B
$11.4 Million 0.65% of portfolio
195,930
Q4 2025 Added 4.35%
$0
$11 Million 0.63% of portfolio
33,301
Q4 2025 Reduced 1.2%
$0
$11 Million 0.63% of portfolio
837,581
Q4 2025 Added 1.85%
$258B
$10.4 Million 0.6% of portfolio
59,269
Q4 2025 Added 2.56%
$168B
$10.4 Million 0.6% of portfolio
121,581
Q4 2025 Added 2.21%
$172B
$10.2 Million 0.59% of portfolio
249,552
Q4 2025 Added 3.75%
$1.74T
$10.1 Million 0.58% of portfolio
35,507
Q4 2025 Added 0.98%
$533B
$9.89 Million 0.57% of portfolio
30,366
Q4 2025 Added 1.43%
$13.7B
$9.79 Million 0.56% of portfolio
220,721
Q4 2025 Added 3.0%
$0
$9.54 Million 0.55% of portfolio
16,273
Q4 2025 Reduced 2.98%
$1.29T
$9.6 Million 0.55% of portfolio
23,487
Q4 2025 Added 1.28%
$0
$9.62 Million 0.55% of portfolio
20,431
Q4 2025 Added 11.46%
$490B
$9.33 Million 0.54% of portfolio
79,255
Q4 2025 Added 2.35%

Summary

  • Portfolio
  • No. of Stocks 477
  • Current Value $1.74 Billion
  • Prior Value $1.72 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 07, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 34 stocks
  • Additional Purchases 211 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 174 stocks
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