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
SOXX
Ishares Semiconductor ETF

ETFs
62
+ 1.71%
$271.99 - $309.6 $16.9K - $19.2K
3.69K $1.07M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
3.55K
+ 4.1%
$23.04 - $23.36 $81.8K - $82.9K
90.1K $2.08M
EXPE
Expedia Group, Inc.

Consumer Cyclical
5
+ 0.33%
$210.33 - $273.65 $1.05K - $1.37K
1.52K $401K
HOOD
Robinhood Markets, Inc.

Technology
1.39K
+ 30.84%
$121.53 - $152.46 $169K - $212K
5.9K $722K
BAC
Bank Of America Corp

Financial Services
1.55K
+ 5.48%
$48.65 - $54.11 $75.6K - $84K
29.9K $1.54M
NVO
Novo Nordisk A S

Healthcare
2.1K
+ 56.17%
$45.68 - $59.65 $96.1K - $125K
5.85K $283K
MBB
Ishares Tr

ETFs
743
+ 8.58%
$94.9 - $96.23 $70.5K - $71.5K
9.4K $893K
IDXX
Idexx Laboratories Inc

Healthcare
56
+ 9.79%
$616.15 - $722.94 $34.5K - $40.5K
628 $433K
CEG
Constellation Energy Corp

Utilities
133
+ 6.37%
$335.74 - $401.43 $44.7K - $53.4K
2.22K $751K
AMAT
Applied Materials Inc

Technology
102
+ 6.1%
$209.95 - $240.89 $21.4K - $24.6K
1.77K $405K
FDVV
Fidelity High Dividend ETF

ETFs
939
+ 6.34%
$54.66 - $56.68 $51.3K - $53.2K
15.7K $883K
TT
Trane Technologies PLC

Industrials
277
+ 1.8%
$408.5 - $448.65 $113K - $124K
15.6K $6.53M
DFAS
Dimensional ETF Tr U S Small C

ETFs
897
+ 17.11%
$66.04 - $69.67 $59.2K - $62.5K
6.14K $412K
CRSP
Crispr Therapeutics Ag

Healthcare
1.64K
+ 41.1%
$51.11 - $76.78 $83.8K - $126K
5.63K $311K
BMY
Bristol Myers Squibb CO

Healthcare
787
+ 9.58%
$42.6 - $49.08 $33.5K - $38.6K
9K $421K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
1.17K
+ 7.75%
$45.63 - $46.44 $53.2K - $54.1K
16.2K $739K
HIG
Hartford Financial Services Group, Inc.

Financial Services
252
+ 0.99%
$122.36 - $133.85 $30.8K - $33.7K
25.6K $3.43M
WELL
Welltower Inc.

Real Estate
131
+ 10.39%
$165.94 - $193.82 $21.7K - $25.4K
1.39K $269K
CME
Cme Group Inc.

Financial Services
92
+ 4.33%
$261.53 - $285.04 $24.1K - $26.2K
2.22K $618K
EMB
Ishares Tr

ETFs
333
+ 3.24%
$94.63 - $97.03 $31.5K - $32.3K
10.6K $1.02M
TMUS
T Mobile Us, Inc.

Communication Services
378
+ 20.61%
$201.01 - $233.26 $76K - $88.2K
2.21K $477K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
987
+ 0.82%
$52.27 - $56.39 $51.6K - $55.7K
122K $6.51M
HSIC
Henry Schein Inc

Healthcare
227
+ 5.8%
$62.03 - $73.34 $14.1K - $16.6K
4.14K $295K
CGCP
Capital Group Core Plus Income

ETFs
1.84K
+ 2.29%
$22.64 - $22.98 $41.6K - $42.2K
82.1K $1.86M
FTLS
First Tr Long/Short Equity ETF

ETFs
259
+ 1.99%
$67.94 - $71.96 $17.6K - $18.6K
13.3K $943K
GIS
General Mills Inc

Consumer Defensive
952
+ 19.49%
$45.98 - $50.93 $43.8K - $48.5K
5.84K $276K
BOND
Pimco Active Bond Exchange Tra

ETFs
328
+ 2.13%
$93.0 - $94.55 $30.5K - $31K
15.7K $1.46M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
302
+ 6.62%
$102.72 - $103.6 $31K - $31.3K
4.87K $500K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
888
+ 4.05%
$71.9 - $75.9 $63.8K - $67.4K
22.8K $1.66M
MNST
Monster Beverage Corp

Consumer Defensive
69
+ 1.27%
$66.31 - $71.91 $4.58K - $4.96K
5.49K $391K
SCCO
Southern Copper Corp

Basic Materials
35
+ 1.61%
$122.64 - $141.68 $4.29K - $4.96K
2.2K $288K
F
Ford Motor CO

Consumer Cyclical
784
+ 7.18%
$11.41 - $13.84 $8.95K - $10.9K
11.7K $154K
C
Citigroup Inc

Financial Services
572
+ 5.86%
$93.93 - $102.87 $53.7K - $58.8K
10.3K $1.01M
MFC
Manulife Financial Corp

Financial Services
4
+ 0.06%
$31.41 - $34.43 $126 - $138
6.99K $240K
RF
Regions Financial Corp

Financial Services
1.31K
+ 17.13%
$23.35 - $26.39 $30.5K - $34.5K
8.94K $223K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
231
+ 1.29%
$102.37 - $105.36 $23.6K - $24.3K
18.1K $1.86M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
156
+ 0.61%
$119.13 - $120.38 $18.6K - $18.8K
25.8K $3.08M
NTLA
Intellia Therapeutics, Inc.

Healthcare
13.6K
+ 115.88%
$8.67 - $27.98 $118K - $380K
25.3K $219K
EGP
Eastgroup Properties Inc

Real Estate
1
+ 0.05%
$166.12 - $182.72 $166 - $183
2.19K $386K
NVS
Novartis Ag

Healthcare
10
+ 0.22%
$121.8 - $132.39 $1.22K - $1.32K
4.49K $590K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
30
+ 0.27%
$55.63 - $58.98 $1.67K - $1.77K
11.3K $664K
ALL
Allstate Corp

Financial Services
70
+ 3.12%
$190.0 - $214.3 $13.3K - $15K
2.32K $496K
IWR
Ishares Russell Mid Cap ETF

ETFs
313
+ 3.28%
$94.02 - $97.61 $29.4K - $30.6K
9.86K $932K
WMT
Walmart Inc.

Consumer Defensive
174
+ 0.3%
$101.18 - $109.03 $17.6K - $19K
58.5K $6.02M
CINF
Cincinnati Financial Corp

Financial Services
7
+ 0.38%
$151.39 - $166.89 $1.06K - $1.17K
1.85K $302K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
152
+ 2.19%
$56.33 - $59.22 $8.56K - $9K
7.09K $409K
DAL
Delta Air Lines, Inc.

Industrials
3
+ 0.06%
$55.65 - $62.32 $167 - $187
5.19K $303K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
8
+ 0.15%
$98.0 - $102.56 $784 - $820
5.21K $527K
DIS
Walt Disney CO

Communication Services
605
+ 9.05%
$105.69 - $116.65 $63.9K - $70.6K
7.29K $770K
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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