Cyndeo Wealth Partners, LLC Reduced Holdings in Q4 2024

Cyndeo Wealth Partners, LLC

  • $1.42 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XLG
Invesco Exchange Traded Fd Tr

ETFs
-2.8K
- 15.38%
$46.94 - $51.62 $131K - $144K
15.4K $768K
EMB
Ishares Tr

ETFs
-548
- 5.88%
$88.94 - $93.46 $48.7K - $51.2K
8.77K $781K
CSCO
Cisco Systems, Inc.

Technology
-3.29K
- 18.27%
$52.45 - $60.02 $173K - $197K
14.7K $871K
TIP
Ishares Tr Tips Bd ETF

ETFs
-600
- 10.04%
$106.33 - $110.69 $63.8K - $66.4K
5.38K $573K
MPC
Marathon Petroleum Corp

Energy
-103
- 3.48%
$131.65 - $174.84 $13.6K - $18K
2.86K $398K
OMC
Omnicom Group Inc.

Communication Services
-4
- 0.09%
$85.82 - $105.47 $343 - $422
4.4K $378K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-63
- 1.2%
$59.25 - $72.99 $3.73K - $4.6K
5.2K $310K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-2.09K
- 22.49%
$32.65 - $33.68 $68.3K - $70.5K
7.21K $236K
EDEN
Ishares Tr Msci Denmark ETF

ETFs
-258
- 11.09%
$105.56 - $124.02 $27.2K - $32K
2.07K $219K
EWN
Ishares Msci Netherlnds ETF

ETFs
-645
- 9.69%
$44.48 - $50.56 $28.7K - $32.6K
6.01K $267K
VONV
Vanguard Russell 1000 Value Et

ETFs
-627
- 6.93%
$80.87 - $87.69 $50.7K - $55K
8.43K $684K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-647
- 10.14%
$100.24 - $101.35 $64.9K - $65.6K
5.73K $576K
EWQ
Ishares Msci France ETF

ETFs
-819
- 10.54%
$35.5 - $39.81 $29.1K - $32.6K
6.95K $249K
CVX
Chevron Corp

Energy
-107
- 0.54%
$141.15 - $162.53 $15.1K - $17.4K
19.7K $2.85M
T
At&T Inc.

Communication Services
-4.22K
- 9.36%
$21.22 - $23.88 $89.6K - $101K
40.9K $930K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-714
- 19.18%
$69.58 - $74.87 $49.7K - $53.5K
3.01K $210K
XLF
Financial Sector Spdr

ETFs
-1.55K
- 26.24%
$44.89 - $51.34 $69.4K - $79.4K
4.35K $210K
EWI
Ishares Inc Msci Italy ETF

ETFs
-867
- 10.57%
$35.52 - $39.19 $30.8K - $34K
7.33K $263K
CMCSA
Comcast Corp

Communication Services
-239
- 2.15%
$37.39 - $45.14 $8.94K - $10.8K
10.9K $407K
IDXX
Idexx Laboratories Inc

Healthcare
-11
- 1.95%
$406.92 - $495.42 $4.48K - $5.45K
553 $228K
GD
General Dynamics Corp

Industrials
-4
- 0.32%
$260.28 - $314.03 $1.04K - $1.26K
1.25K $329K
DEO
Diageo PLC

Consumer Defensive
-104
- 4.29%
$118.0 - $139.88 $12.3K - $14.5K
2.32K $294K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-124
- 0.68%
$57.53 - $60.83 $7.13K - $7.54K
18.2K $1.05M
FDN
First Tr Fd Dow Jones

ETFs
-1.46K
- 14.68%
$210.5 - $257.24 $307K - $376K
8.49K $2.06M
NXPI
Nxp Semiconductors N.V.

Technology
-13
- 1.02%
$207.27 - $255.58 $2.69K - $3.32K
1.26K $261K
IWM
Ishares Russell 2000 ETF

ETFs
-194
- 7.28%
$216.13 - $242.4 $41.9K - $47K
2.47K $546K
IWD
Ishares Russell 1000 Val ETF

ETFs
-84
- 1.86%
$183.23 - $199.79 $15.4K - $16.8K
4.43K $820K
RSG
Republic Services, Inc.

Industrials
-204
- 1.37%
$198.0 - $218.75 $40.4K - $44.6K
14.7K $2.95M
PFF
Ishares Trust Ishares Pfd And

ETFs
-125
- 0.74%
$31.23 - $33.51 $3.9K - $4.19K
16.8K $527K
CSX
Csx Corp

Industrials
-7
- 0.05%
$31.58 - $36.88 $221 - $258
12.7K $410K
ICE
Intercontinental Exchange, Inc.

Financial Services
-26
- 1.57%
$148.29 - $166.93 $3.86K - $4.34K
1.63K $242K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-45
- 1.78%
$99.2 - $108.47 $4.46K - $4.88K
2.49K $247K
PM
Philip Morris International Inc.

Consumer Defensive
-131
- 1.94%
$118.38 - $133.06 $15.5K - $17.4K
6.62K $796K
FXH
First Tr Exchange Trd Fd Healt

ETFs
-42
- 1.93%
$103.53 - $112.72 $4.35K - $4.73K
2.14K $222K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-20
- 0.16%
$56.06 - $61.35 $1.12K - $1.23K
12.4K $699K
EOG
Eog Resources Inc

Energy
-140
- 3.77%
$118.22 - $136.54 $16.6K - $19.1K
3.58K $438K
FTLS
First Tr Long/Short Equity ETF

ETFs
-682
- 5.4%
$63.1 - $67.29 $43K - $45.9K
11.9K $786K
ROST
Ross Stores, Inc.

Consumer Cyclical
-101
- 7.07%
$138.59 - $156.61 $14K - $15.8K
1.33K $200K
MFC
Manulife Financial Corp

Financial Services
-932
- 7.04%
$29.21 - $32.87 $27.2K - $30.6K
12.3K $378K
TTAC
Fcf Us Quality ETF

ETFs
-1.96K
- 2.14%
$64.72 - $70.85 $127K - $139K
89.8K $5.97M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-84
- 3.51%
$123.69 - $133.68 $10.4K - $11.2K
2.31K $288K
VIG
Vanguard Dividend Appreciation

ETFs
-47
- 1.52%
N/A
3.05K $555K
CF
Cf Industries Holdings, Inc.

Basic Materials
-50
- 1.5%
$81.39 - $94.14 $4.07K - $4.71K
3.29K $280K
SYK
Stryker Corp

Healthcare
-14
- 1.36%
$345.14 - $392.15 $4.83K - $5.49K
1.02K $366K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-25
- 0.41%
$40.38 - $44.35 $1.01K - $1.11K
6.03K $246K
OEF
Ishares S&P 100 ETF

ETFs
-23
- 0.66%
N/A
3.48K $925K
MET
Metlife Inc

Financial Services
-19
- 0.27%
$78.15 - $88.25 $1.48K - $1.68K
6.96K $570K
FTHI
First Trust Exchange Traded Fd

ETFs
-358
- 1.64%
$22.89 - $24.02 $8.19K - $8.6K
21.5K $500K
ETN
Eaton Corp PLC

Industrials
-5
- 0.4%
$326.96 - $377.52 $1.63K - $1.89K
1.25K $416K
Activity Summary
Buys All Purchases 244 New Holdings 28 Increased Positions 216 Sells All Sells 135 Reductions 135 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Cyndeo Wealth Partners, LLC Portfolio

Follow Cyndeo Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cyndeo Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cyndeo Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email