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
VO
Vanguard Mid Cap ETF

ETFs
150
+ 2.71%
$286.27 - $296.23 $42.9K - $44.4K
5.69K $1.63M
VGT
Vanguard Information Technolog

ETFs
1
+ 0.28%
$736.33 - $801.52 $736 - $802
361 $273K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
107
+ 0.5%
$44.38 - $44.96 $4.75K - $4.81K
21.5K $955K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
15
+ 0.25%
$43.57 - $45.71 $654 - $686
6.11K $275K
QCOM
Qualcomm Inc

Technology
7
+ 0.2%
$153.59 - $187.68 $1.08K - $1.31K
3.51K $584K
BKNG
Booking Holdings Inc.

Consumer Cyclical
6
+ 13.33%
$4804.01 - $5424.55 $28.8K - $32.5K
51 $245K
FVD
First Tr Value Line Divid Inde

ETFs
119
+ 2.01%
$45.0 - $46.25 $5.36K - $5.5K
6.05K $277K
FDL
First Tr Morningstar Dividend

ETFs
27
+ 0.48%
$42.27 - $43.9 $1.14K - $1.19K
5.7K $248K
PMO
Putnam Municipal Opportunities Trust

Financial Services
29
+ 0.11%
$10.21 - $10.45 $296 - $303
26K $270K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
78
+ 1.34%
$51.77 - $52.69 $4.04K - $4.11K
5.92K $306K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
2
+ 0.07%
$100.8 - $103.83 $202 - $208
3.04K $312K
VIG
Vanguard Dividend Appreciation

ETFs
1
+ 0.04%
N/A
2.6K $472K
Arista Networks Inc
104
+ 0.28%
N/A
37.4K $0
Dimensional ETF Trust
32.6K
+ 172.87%
N/A
51.4K $0
Grayscale Bitcoin Mini Tr Et
1.41K
+ 8.26%
N/A
18.5K $0
Ge Vernova Inc
75
+ 9.17%
N/A
893 $0
First Tr Exchange Traded Fd
46.4K
+ 4.98%
N/A
979K $0
Grayscale Ethereum Trust ETF
206
+ 0.69%
N/A
30K $0
Lam Research Corp
1.5K
+ 73.69%
N/A
3.54K $0
Linde PLC
953
+ 6.03%
N/A
16.8K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
2.67K
+ 25.97%
N/A
12.9K $0
Ark 21 Shares Bitcoin ETF
17.4K
+ 4.4%
N/A
414K $0
Blackrock ETF Trust Ii
11.2K
+ 11.12%
N/A
112K $0
Blackrock Inc
399
+ 12.96%
N/A
3.48K $0
Grayscale Ethereum Mini Tr E
17.4K
+ 169.9%
N/A
27.7K $0
Calamos ETF Tr
20
+ 0.23%
N/A
8.66K $0
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
2
+ 0.02%
$23.98 - $24.37 $48 - $48.7
11.4K $274K
FTHI
First Trust Exchange Traded Fd

ETFs
20
+ 0.13%
$23.34 - $23.94 $467 - $479
16K $377K
ET
Energy Transfer LP

Energy
105
+ 0.44%
$16.29 - $17.01 $1.71K - $1.79K
24.1K $409K
WMB
Williams Companies, Inc.

Energy
5.48K
+ 3.85%
$56.51 - $64.48 $310K - $353K
148K $9.02M
RSP
Invesco S&P 500 Equal Weight E

ETFs
15
+ 0.71%
$185.12 - $192.11 $2.78K - $2.88K
2.12K $396K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
11
+ 0.32%
$70.3 - $73.05 $773 - $804
3.44K $247K
COP
Conocophillips

Energy
208
+ 4.2%
$85.66 - $95.46 $17.8K - $19.9K
5.16K $457K
SO
Southern CO

Utilities
251
+ 3.2%
$90.58 - $99.72 $22.7K - $25K
8.1K $733K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
7
+ 0.16%
$81.56 - $85.69 $571 - $600
4.42K $364K
WM
Waste Management Inc

Industrials
63
+ 2.71%
$196.77 - $219.98 $12.4K - $13.9K
2.39K $499K
FYX
First Tr Small Cap Core Alphad

ETFs
8
+ 0.07%
$105.19 - $112.13 $842 - $897
11K $1.19M
XAR
Spdr S&P Aerospace & Defense E

ETFs
83
+ 1.63%
$227.13 - $251.24 $18.9K - $20.9K
5.18K $1.18M
UBER
Uber Technologies, Inc

Technology
18
+ 0.59%
$91.62 - $100.1 $1.65K - $1.8K
3.05K $279K
COF
Capital One Financial Corp

Financial Services
10
+ 0.61%
$201.01 - $225.01 $2.01K - $2.25K
1.64K $330K
NKE
Nike, Inc.

Consumer Cyclical
11
+ 0.34%
$60.8 - $74.57 $669 - $820
3.24K $203K
BLOK
Amplify ETF Tr Trnsformational

ETFs
199
+ 3.81%
$59.79 - $74.1 $11.9K - $14.7K
5.43K $324K
SYY
Sysco Corp

Consumer Defensive
4
+ 0.12%
$72.9 - $83.27 $292 - $333
3.39K $252K
BIT
Black Rock Multi Sector Income Trust

Financial Services
15.2K
+ 1.85%
$13.05 - $13.44 $198K - $204K
838K $11M
SHW
Sherwin Williams CO

Basic Materials
329
+ 3.22%
$330.74 - $354.45 $109K - $117K
10.6K $3.51M
EYPT
Eye Point Pharmaceuticals, Inc.

Healthcare
760
+ 3.42%
$10.46 - $13.98 $7.95K - $10.6K
23K $272K
PAYX
Paychex Inc

Industrials
110
+ 3.29%
$111.08 - $128.59 $12.2K - $14.1K
3.45K $386K
ITW
Illinois Tool Works Inc

Industrials
3
+ 0.09%
$242.03 - $260.73 $726 - $782
3.26K $796K
CASY
Caseys General Stores Inc

Consumer Cyclical
1
+ 0.04%
$513.19 - $567.48 $513 - $567
2.74K $1.47M
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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