Cyndeo Wealth Partners, LLC Incresed Positions in Q4 2025

Cyndeo Wealth Partners, LLC

  • $1.74 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
PH
Parker Hannifin Corp

Industrials
96
+ 1.47%
$716.66 - $857.93 $68.8K - $82.4K
6.61K $5.5M
XLE
Energy Sector Spdr

ETFs
5.78K
+ 99.81%
$85.22 - $92.02 $492K - $532K
11.6K $1.06M
TJX
Tjx Companies Inc

Consumer Cyclical
2.7K
+ 2.76%
$138.56 - $147.63 $374K - $398K
101K $14.7M
IWD
Ishares Russell 1000 Val ETF

ETFs
2.6K
+ 26.65%
$199.44 - $208.01 $519K - $542K
12.4K $2.53M
CB
Chubb LTD

Financial Services
655
+ 2.69%
$268.2 - $296.22 $176K - $194K
25K $7.4M
IBMP
Ishares Tr Ibonds December 202

ETFs
20.6K
+ 17.68%
$25.31 - $25.44 $522K - $525K
137K $3.48M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
11.1K
+ 3.21%
$53.68 - $54.54 $597K - $607K
358K $19.2M
RJF
Raymond James Financial Inc

Financial Services
3.36K
+ 71.47%
$158.05 - $167.64 $531K - $563K
8.05K $1.28M
LNC
Lincoln National Corp

Financial Services
7.61K
+ 3.51%
$38.04 - $42.0 $290K - $320K
224K $9.21M
BSX
Boston Scientific Corp

Healthcare
2.21K
+ 5.12%
$94.95 - $104.98 $210K - $232K
45.4K $4.66M
IVV
Ishares Core S&P 500 ETF

ETFs
360
+ 1.51%
$656.2 - $690.71 $236K - $249K
24.1K $16.3M
IEMG
Ishares Inc

ETFs
6.78K
+ 13.16%
N/A
58.3K $3.13M
IYW
Ishares Dj Us Tech ETF

ETFs
1.58K
+ 15.0%
$192.8 - $211.27 $304K - $333K
12.1K $2.4M
CRWD
Crowd Strike Holdings, Inc.

Technology
298
+ 8.2%
$482.23 - $557.53 $144K - $166K
3.93K $2.11M
IBMO
Ishares Tr Ibonds December 202

ETFs
12.6K
+ 9.39%
$25.52 - $25.62 $321K - $322K
146K $3.75M
YLD
Principal Exchange Traded Fds

ETFs
38.5K
+ 4.13%
$18.99 - $19.36 $731K - $746K
972K $18.5M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.4K
+ 33.43%
$91.46 - $91.76 $311K - $312K
13.6K $1.24M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
6.21K
+ 6.04%
$44.68 - $47.47 $277K - $295K
109K $5.11M
ADI
Analog Devices Inc

Technology
3.63K
+ 10.38%
$225.32 - $246.37 $818K - $894K
38.6K $8.88M
MLN
Vaneck Long Muni ETF

ETFs
12.9K
+ 3.88%
$17.45 - $17.76 $225K - $229K
345K $6.08M
SHOP
Shopify Inc.

Technology
1.98K
+ 25.88%
$146.04 - $179.01 $288K - $354K
9.61K $1.4M
XLU
Utilities Sector Spdr

ETFs
2.93K
+ 125.17%
$87.89 - $92.9 $258K - $273K
5.28K $468K
NRZ
New Residential Investment Corp.

Real Estate
34.3K
+ 5.6%
N/A
646K $4.69M
SPGI
S&P Global Inc.

Financial Services
447
+ 9.91%
$472.05 - $502.96 $211K - $225K
4.96K $2.42M
MCO
Moodys Corp

Financial Services
472
+ 65.74%
$468.56 - $495.08 $221K - $234K
1.19K $570K
IXUS
Ishares Tr

ETFs
1.96K
+ 5.56%
$81.21 - $85.27 $159K - $167K
37.1K $3.13M
MCD
Mcdonalds Corp

Consumer Cyclical
643
+ 2.31%
$293.81 - $310.11 $189K - $199K
28.4K $8.67M
GE
General Electric CO

Industrials
742
+ 20.33%
$291.49 - $314.28 $216K - $233K
4.39K $1.32M
HYD
Vaneck High Yield Muni ETF

ETFs
4.66K
+ 5.09%
$50.62 - $51.21 $236K - $239K
96.2K $4.88M
AVK
Advent Convertible & Income Fund

Financial Services
20.3K
+ 17.21%
$12.48 - $13.0 $253K - $264K
138K $1.72M
TXN
Texas Instruments Inc

Technology
1.1K
+ 3.69%
N/A
30.9K $6.02M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
2.45K
+ 13.28%
$72.75 - $76.17 $178K - $186K
20.9K $1.57M
DTE
Dte Energy CO

Utilities
3.24K
+ 5.27%
$133.44 - $143.32 $432K - $464K
64.7K $8.87M
FIX
Comfort Systems Usa Inc

Industrials
157
+ 49.53%
$790.72 - $1010.64 $124K - $159K
474 $431K
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.48K
+ 13.0%
$92.24 - $96.56 $137K - $143K
12.9K $1.23M
MS
Morgan Stanley

Financial Services
736
+ 0.79%
$151.86 - $169.92 $112K - $125K
93.6K $14.9M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
3.85K
+ 3.7%
$66.61 - $70.99 $256K - $273K
108K $7.23M
EPD
Enterprise Products Partners L.P.

Energy
965
+ 0.77%
$30.19 - $32.26 $29.1K - $31.1K
127K $4.1M
KMI
Kinder Morgan, Inc.

Energy
15.2K
+ 5.15%
$25.84 - $28.46 $393K - $433K
311K $8.52M
PEP
Pepsico Inc

Consumer Defensive
216
+ 1.53%
$138.84 - $153.71 $30K - $33.2K
14.3K $2.12M
AMT
American Tower Corp

Real Estate
1.51K
+ 11.9%
$176.64 - $193.32 $266K - $291K
14.1K $2.55M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.07K
+ 25.87%
$114.27 - $121.15 $123K - $130K
5.23K $610K
IEFA
Ishares Tr

ETFs
794
+ 2.84%
$86.09 - $89.88 $68.4K - $71.4K
28.7K $2.55M
TDG
Trans Digm Group Inc

Industrials
39
+ 1.86%
$1237.71 - $1359.3 $48.3K - $53K
2.14K $2.86M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
3
+ 0.44%
$557.73 - $694.99 $1.67K - $2.08K
680 $471K
PDI
Pimco Dynamic Income Fund

Financial Services
46.2K
+ 10.86%
$18.04 - $19.91 $834K - $921K
472K $8.52M
ETN
Eaton Corp PLC

Industrials
712
+ 9.66%
$352.39 - $387.75 $251K - $276K
8.08K $2.85M
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.03K
+ 29.43%
$88.67 - $92.06 $91.1K - $94.5K
4.52K $401K
TER
Teradyne, Inc

Technology
174
+ 9.32%
$132.08 - $187.59 $23K - $32.6K
2.04K $346K
Activity Summary
Buys All Purchases 245 New Holdings 34 Increased Positions 211 Sells All Sells 174 Reductions 174 Sold out 0 Options Calls 0 Puts 0
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