Cyndeo Wealth Partners, LLC Purchases in Q4 2024

Cyndeo Wealth Partners, LLC

  • $1.42 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
8.17K
+ 26.24%
$51.58 - $52.91 $421K - $432K
39.3K $2.03M
EFG
Msci Eafe Growth ETF

ETFs
6.14K
+ 30.8%
$96.83 - $106.88 $595K - $657K
26.1K $2.53M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
7.48K
+ 2.37%
$50.0 - $50.27 $374K - $376K
324K $16.2M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
10.3K
New
$33.7 - $37.69 $346K - $386K
10.3K $352K
TFC
Truist Financial Corp

Financial Services
5.68K
+ 3.42%
$41.51 - $48.1 $236K - $273K
172K $7.44M
MLN
Vaneck Long Muni ETF

ETFs
28.3K
+ 6.94%
$17.61 - $18.29 $497K - $517K
436K $7.79M
QQQ
Invesco Qqq Trust, Series 1

ETFs
476
+ 16.52%
$481.22 - $538.17 $229K - $256K
3.36K $1.72M
CNA
Cna Financial Corp

Financial Services
7.77K
+ 6.24%
$46.76 - $50.95 $363K - $396K
132K $6.4M
FTSL
First Trust Senior Ln Fund

ETFs
3.65K
+ 1.0%
$45.9 - $46.48 $167K - $170K
368K $17M
ET
Energy Transfer LP

Energy
13.9K
New
$16.05 - $19.86 $223K - $276K
13.9K $272K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
153
+ 6.1%
$1146.59 - $1270.6 $175K - $194K
2.66K $3.16M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
9.79K
New
$26.65 - $29.34 $261K - $287K
9.79K $265K
EPD
Enterprise Products Partners L.P.

Energy
269
+ 0.24%
$28.66 - $34.43 $7.71K - $9.26K
111K $3.49M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
22.7K
+ 3.43%
$24.55 - $25.16 $558K - $572K
685K $16.9M
BLOK
Amplify ETF Tr Trnsformational

ETFs
5.4K
New
$36.5 - $53.22 $197K - $287K
5.4K $233K
HYD
Vaneck High Yield Muni ETF

ETFs
6.76K
+ 6.2%
$51.09 - $53.06 $345K - $359K
116K $6.01M
IBMP
Ishares Tr Ibonds December 202

ETFs
10.2K
+ 7.88%
$25.08 - $25.43 $257K - $260K
140K $3.52M
SUB
Ishares Short Term National Mu

ETFs
2.05K
New
$104.94 - $106.2 $215K - $218K
2.05K $216K
PANW
Palo Alto Networks Inc

Technology
7.67K
+ 103.53%
$181.96 - $405.9 $1.4M - $3.11M
15.1K $2.75M
ARES
Ares Management Corp

Financial Services
1.2K
New
$153.38 - $183.7 $183K - $220K
1.2K $211K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.35K
New
$61.68 - $67.87 $207K - $228K
3.35K $208K
ACN
Accenture PLC

Technology
713
+ 2.58%
$343.9 - $376.86 $245K - $269K
28.3K $9.96M
INTU
Intuit Inc

Technology
244
+ 3.69%
$602.01 - $706.25 $147K - $172K
6.86K $4.31M
ANSS
Ansys Inc

Technology
597
New
$313.05 - $361.45 $187K - $216K
597 $201K
SOUN
Soundhound Ai, Inc.

Technology
10K
New
$4.51 - $24.23 $45.1K - $242K
10K $198K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
610
+ 0.67%
$49.03 - $53.35 $29.9K - $32.5K
91.5K $4.69M
BXSL
Blackstone Secured Lending Fund

Financial Services
706
+ 1.31%
$29.25 - $33.27 $20.7K - $23.5K
54.6K $1.77M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
450
+ 15.9%
$442.29 - $483.08 $199K - $217K
3.28K $1.49M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
7.12K
+ 4.47%
$26.55 - $26.67 $189K - $190K
166K $4.43M
PH
Parker Hannifin Corp

Industrials
235
+ 5.57%
$621.74 - $709.46 $146K - $167K
4.46K $2.83M
IBMO
Ishares Tr Ibonds December 202

ETFs
7.52K
+ 4.54%
$25.4 - $25.62 $191K - $193K
173K $4.4M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.37K
+ 28.55%
$99.04 - $109.59 $235K - $260K
10.7K $1.06M
ICVT
Ishares Tr Convertible Bond Et

ETFs
1.54K
+ 53.4%
$83.09 - $89.28 $128K - $137K
4.42K $375K
PGR
Progressive Corp

Financial Services
1.15K
+ 11.45%
$239.6 - $268.88 $274K - $308K
11.1K $2.67M
QCOM
Qualcomm Inc

Technology
1.1K
+ 34.7%
$150.4 - $178.04 $165K - $195K
4.26K $654K
WM
Waste Management Inc

Industrials
619
+ 24.11%
$201.79 - $228.46 $125K - $141K
3.19K $642K
APO
Apollo Global Management, Inc.

Financial Services
3
+ 0.11%
$131.36 - $178.61 $394 - $536
2.69K $444K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
4.31K
+ 3.67%
$74.71 - $79.24 $322K - $342K
122K $9.35M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.78K
+ 7.63%
$44.33 - $49.55 $123K - $138K
39.2K $1.76M
CRWD
Crowd Strike Holdings, Inc.

Technology
5
+ 0.32%
$275.15 - $388.2 $1.38K - $1.94K
1.59K $544K
PAVE
Global X Fds Us Infrastructure

ETFs
2.89K
+ 10.85%
$40.41 - $45.95 $117K - $133K
29.5K $1.19M
XAR
Spdr S&P Aerospace & Defense E

ETFs
322
+ 6.52%
$153.8 - $176.52 $49.5K - $56.8K
5.26K $872K
AXP
American Express CO

Financial Services
99
+ 4.33%
$267.35 - $305.57 $26.5K - $30.3K
2.38K $707K
ABT
Abbott Laboratories

Healthcare
2.18K
+ 1.23%
$111.93 - $119.39 $244K - $260K
179K $20.2M
JBBB
Janus Detroit Str Tr Henderson

ETFs
1.57K
+ 11.96%
$48.59 - $49.45 $76.5K - $77.8K
14.7K $724K
VO
Vanguard Mid Cap ETF

ETFs
282
+ 2.73%
$261.5 - $284.63 $73.7K - $80.3K
10.6K $2.8M
RDVY
First Trust Rising Dividend Ac

ETFs
1.29K
+ 20.4%
$58.65 - $64.37 $75.5K - $82.8K
7.6K $449K
DE
Deere & CO

Industrials
150
+ 16.67%
$389.45 - $466.0 $58.4K - $69.9K
1.05K $444K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
4.34K
+ 6.78%
$22.39 - $23.45 $97.1K - $102K
68.3K $1.57M
Activity Summary
Buys All Purchases 244 New Holdings 28 Increased Positions 216 Sells All Sells 135 Reductions 135 Sold out 0 Options Calls 0 Puts 0
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