Cyndeo Wealth Partners, LLC New Holdings in Q4 2025

Cyndeo Wealth Partners, LLC

  • $1.74 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
ACIO
ETF Ser Solutions Aptus Collar

ETFs
56.7K
New
$43.05 - $44.51 $2.44M - $2.52M
56.7K $2.47M
DRSK
ETF Ser Solutions Aptus Define

ETFs
80.1K
New
$28.98 - $29.71 $2.32M - $2.38M
80.1K $2.32M
INMU
Blackrock ETF Tr Ii Intermedia
84.5K
New
$23.85 - $24.16 $2.01M - $2.04M
84.5K $2.03M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
38.2K
New
$50.33 - $50.81 $1.92M - $1.94M
38.2K $1.93M
WBD
Warner Bros. Discovery, Inc.

Communication Services
58.7K
New
$17.1 - $23.05 $1M - $1.35M
58.7K $1.35M
IYG
Ishares Tr

ETFs
12.8K
New
$86.19 - $90.17 $1.1M - $1.15M
12.8K $1.12M
VHT
Vanguard Health Care ETF

ETFs
3.91K
New
$264.7 - $283.93 $1.03M - $1.11M
3.91K $1.1M
HGER
Harbor ETF Tr All Weather Infl
36.8K
New
$25.61 - $27.12 $942K - $998K
36.8K $982K
CZFS
Citizens Financial Services Inc

Financial Services
16.2K
New
$53.2 - $60.4 $861K - $978K
16.2K $911K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
15.6K
New
$50.85 - $51.0 $794K - $796K
15.6K $794K
JBL
Jabil Inc

Technology
2.06K
New
$193.99 - $222.32 $399K - $457K
2.06K $415K
FPE
First Tr Pfd Secs & Income ETF

ETFs
22K
New
$18.14 - $18.51 $399K - $407K
22K $402K
IWS
Ishares Russell Midcap Value E

ETFs
2.89K
New
$135.66 - $140.93 $392K - $407K
2.89K $397K
VPU
Vanguard Utilities ETF

ETFs
1.4K
New
$190.8 - $202.04 $266K - $282K
1.4K $268K
JCI
Johnson Controls International PLC

Industrials
2.06K
New
$105.55 - $122.66 $218K - $253K
2.06K $244K
IQV
Iqvia Holdings Inc.

Healthcare
1.03K
New
$198.17 - $223.55 $204K - $230K
1.03K $227K
MKL
Markel Corp

Financial Services
102
New
$1826.32 - $2091.91 $186K - $213K
102 $210K
XLV
Select Sector Spdr Fund Health

ETFs
1.37K
New
$141.95 - $152.82 $195K - $210K
1.37K $208K
TRV
Travelers Companies, Inc.

Financial Services
715
New
$261.57 - $287.42 $187K - $206K
715 $205K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2.83K
New
$67.07 - $73.01 $189K - $206K
2.83K $202K
IPKW
Invesco ETF Tr Ii Internationa

ETFs
3.63K
New
$50.99 - $54.42 $185K - $198K
3.63K $195K
JKHY
Henry Jack & Associates Inc

Technology
1.18K
New
$146.26 - $167.17 $172K - $197K
1.18K $193K
ROST
Ross Stores, Inc.

Consumer Cyclical
1.2K
New
$147.71 - $162.85 $177K - $195K
1.2K $192K
AGNC
Agnc Investment Corp.

Real Estate
11K
New
$9.88 - $10.34 $109K - $114K
11K $111K
Gsk PLC
159K
New
N/A
159K $0
Fidelity Covington Trust
21.6K
New
N/A
21.6K $0
Ishares Bitcoin Trust ETF
12.7K
New
N/A
12.7K $0
FDEM
Fidelity Emerging Markets Mult
11.5K
New
N/A
11.5K $0
Slide Ins Hldgs Inc
115K
New
N/A
115K $0
Capital Group Conservative E
15.8K
New
N/A
15.8K $0
Blackrock ETF Trust Ii
133K
New
N/A
133K $0
Blackrock ETF Trust
107K
New
N/A
107K $0
Ishares Tr
42K
New
N/A
42K $0
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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