Cyndeo Wealth Partners, LLC Incresed Positions in Q1 2025

Cyndeo Wealth Partners, LLC

  • $1.47 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JFR
Nuveen Floating Rate Income Fund

Financial Services
1.02M
+ 241.41%
$8.41 - $9.05 $8.59M - $9.24M
1.44M $12.2M
AMGN
Amgen Inc

Healthcare
20.5K
+ 955.6%
$258.59 - $327.36 $5.29M - $6.7M
22.6K $7.04M
AXP
American Express CO

Financial Services
24.2K
+ 1017.04%
$255.39 - $325.87 $6.19M - $7.9M
26.6K $7.16M
IWF
Ishares Russell 1000 Gr ETF

ETFs
12.1K
+ 229.44%
$360.07 - $417.26 $4.37M - $5.06M
17.4K $6.28M
JPM
Jpmorgan Chase & CO

Financial Services
14.7K
+ 20.73%
$225.19 - $279.95 $3.31M - $4.12M
85.6K $21M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
6.88K
+ 142.43%
$522.96 - $601.18 $3.6M - $4.13M
11.7K $6.24M
IWY
Ishares Tr Russell 200 Growth

ETFs
16.7K
+ 888.8%
$210.19 - $243.33 $3.5M - $4.06M
18.5K $3.9M
WMT
Walmart Inc.

Consumer Defensive
34.7K
+ 139.81%
$84.5 - $105.05 $2.93M - $3.65M
59.5K $5.23M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
16.9K
+ 13.9%
$73.71 - $87.55 $1.25M - $1.48M
139K $12.1M
PDI
Pimco Dynamic Income Fund

Financial Services
117K
+ 46.11%
$18.51 - $20.05 $2.17M - $2.35M
372K $7.37M
CB
Chubb LTD

Financial Services
7.21K
+ 37.65%
$257.71 - $301.99 $1.86M - $2.18M
26.3K $7.95M
BIT
Black Rock Multi Sector Income Trust

Financial Services
170K
+ 30.15%
$14.43 - $14.85 $2.45M - $2.52M
734K $10.6M
META
Meta Platforms, Inc.

Communication Services
4.68K
+ 15.42%
$576.36 - $736.67 $2.7M - $3.45M
35K $20.2M
ORCL
Oracle Corp

Technology
30.2K
+ 40.56%
$139.81 - $186.47 $4.22M - $5.63M
105K $14.6M
FTGC
First Trust Global Tactical CO

ETFs
33.6K
+ 3.95%
$23.95 - $25.86 $805K - $869K
884K $22.6M
PSX
Phillips 66

Energy
15.9K
+ 63.96%
$113.93 - $131.55 $1.81M - $2.09M
40.6K $5.02M
PSLV
Sprott Physical Silver Trust

Financial Services
18.6K
+ 1.84%
$9.86 - $11.68 $183K - $217K
1.03M $12M
VZ
Verizon Communications Inc

Communication Services
22.3K
+ 10.7%
$37.81 - $46.49 $843K - $1.04M
231K $10.5M
TXN
Texas Instruments Inc

Technology
10.2K
+ 65.47%
N/A
25.8K $5.03M
TT
Trane Technologies PLC

Industrials
6.57K
+ 72.62%
$332.0 - $400.86 $2.18M - $2.63M
15.6K $5.26M
TJX
Tjx Companies Inc

Consumer Cyclical
14.8K
+ 13.43%
$112.81 - $126.16 $1.67M - $1.86M
125K $15.2M
MO
Altria Group, Inc.

Consumer Defensive
8.16K
+ 4.61%
$50.81 - $60.02 $414K - $490K
185K $11.1M
GOOG
Alphabet Inc.

Communication Services
19.3K
+ 55.29%
$156.06 - $207.71 $3.01M - $4M
54.1K $8.46M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
28.2K
+ 8.92%
$50.82 - $52.7 $1.43M - $1.49M
345K $18.1M
EPR
Epr Properties

Real Estate
8.92K
+ 6.11%
$43.98 - $53.81 $392K - $480K
155K $8.15M
PGR
Progressive Corp

Financial Services
4.23K
+ 37.9%
$235.61 - $291.22 $995K - $1.23M
15.4K $4.35M
DTE
Dte Energy CO

Utilities
4.52K
+ 8.22%
$117.6 - $138.27 $531K - $624K
59.5K $8.22M
LLY
Eli Lilly & CO

Healthcare
1.05K
+ 8.79%
$725.72 - $929.72 $758K - $972K
12.9K $10.7M
ADP
Automatic Data Processing Inc

Industrials
3.2K
+ 11.5%
$286.85 - $318.64 $919K - $1.02M
31.1K $9.49M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
51K
+ 7.44%
$24.5 - $24.95 $1.25M - $1.27M
736K $18.2M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
36.2K
+ 92.36%
$40.03 - $46.81 $1.45M - $1.7M
75.5K $3.06M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
95.9K
+ 31.44%
$12.04 - $13.32 $1.15M - $1.28M
401K $5.03M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
25.5K
+ 7.86%
$50.03 - $50.27 $1.27M - $1.28M
349K $17.5M
IEMG
Ishares Inc

ETFs
21.8K
+ 88.44%
N/A
46.5K $2.49M
ORI
Old Republic International Corp

Financial Services
14K
+ 7.32%
$33.46 - $39.22 $468K - $548K
205K $8.04M
EPD
Enterprise Products Partners L.P.

Energy
22.2K
+ 19.97%
$31.75 - $34.14 $705K - $758K
133K $4.55M
OEF
Ishares S&P 100 ETF

ETFs
3.91K
+ 112.45%
N/A
7.39K $1.97M
CNA
Cna Financial Corp

Financial Services
13.4K
+ 10.16%
$45.86 - $51.0 $616K - $685K
146K $7.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.34K
+ 69.65%
$468.34 - $539.52 $1.09M - $1.26M
5.7K $2.67M
IWD
Ishares Russell 1000 Val ETF

ETFs
5.01K
+ 112.95%
$182.82 - $196.21 $915K - $982K
9.44K $1.76M
BSX
Boston Scientific Corp

Healthcare
4.38K
+ 11.27%
$89.38 - $106.18 $392K - $465K
43.3K $4.37M
YLD
Principal Exchange Traded Fds

ETFs
49.1K
+ 5.57%
$19.03 - $19.51 $934K - $957K
930K $17.7M
MA
Mastercard Inc

Financial Services
1.07K
+ 10.83%
$504.67 - $576.31 $541K - $618K
11K $6.01M
RSG
Republic Services, Inc.

Industrials
657
+ 4.48%
$200.09 - $242.16 $131K - $159K
15.3K $3.71M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
14.7K
+ 27.37%
$165.25 - $224.62 $2.44M - $3.31M
68.6K $11.4M
VEA
Vanguard Ftse Developed Market

ETFs
12.4K
+ 47.79%
$47.4 - $52.99 $587K - $657K
38.3K $1.96M
FTSL
First Trust Senior Ln Fund

ETFs
20.1K
+ 5.46%
$45.65 - $46.48 $918K - $935K
388K $17.7M
JWN
Nordstrom Inc

Consumer Cyclical
21.5K
+ 7.38%
$24.01 - $24.46 $515K - $525K
312K $7.64M
PH
Parker Hannifin Corp

Industrials
1.14K
+ 25.47%
$591.65 - $707.05 $672K - $803K
5.59K $3.4M
Activity Summary
Buys All Purchases 235 New Holdings 41 Increased Positions 194 Sells All Sells 172 Reductions 172 Sold out 0 Options Calls 0 Puts 0
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