Cyndeo Wealth Partners, LLC Sells in Q1 2025

Cyndeo Wealth Partners, LLC

  • $1.47 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DLR
Digital Realty Trust, Inc.

Real Estate
-41.8K
- 88.66%
$142.1 - $183.56 $5.95M - $7.68M
5.35K $767K
HON
Honeywell International Inc

Industrials
-31.4K
- 83.96%
$202.75 - $226.52 $6.36M - $7.11M
5.99K $1.27M
FNF
Fidelity National Financial, Inc.

Financial Services
-118K
- 96.95%
$54.25 - $65.27 $6.39M - $7.69M
3.71K $241K
GIS
General Mills Inc

Consumer Defensive
-93.5K
- 94.75%
$57.56 - $65.3 $5.38M - $6.1M
5.19K $310K
GOOGL
Alphabet Inc.

Communication Services
-11.6K
- 10.98%
$154.33 - $206.19 $1.79M - $2.39M
93.9K $14.5M
PLTR
Palantir Technologies Inc.

Technology
-70.4K
- 41.57%
$64.98 - $124.62 $4.57M - $8.77M
98.9K $8.34M
ACN
Accenture PLC

Technology
-8.13K
- 28.72%
$300.91 - $398.25 $2.45M - $3.24M
20.2K $6.3M
CRM
Salesforce, Inc.

Technology
-3.13K
- 15.34%
$268.36 - $359.95 $840K - $1.13M
17.3K $4.64M
AMAT
Applied Materials Inc

Technology
-12.8K
- 87.82%
$145.06 - $195.51 $1.86M - $2.51M
1.78K $258K
WCN
Waste Connections, Inc.

Industrials
-12.4K
- 91.98%
$169.89 - $195.19 $2.1M - $2.41M
1.08K $210K
VTI
Vanguard Total Stock Market Et

ETFs
-4.48K
- 12.82%
$271.18 - $303.12 $1.22M - $1.36M
30.5K $8.34M
CL
Colgate Palmolive CO

Consumer Defensive
-19.7K
- 61.69%
$85.68 - $97.5 $1.69M - $1.92M
12.2K $1.15M
FVAL
Fidelity Covington Tr Value Fa

ETFs
-26.3K
- 83.18%
$58.79 - $65.0 $1.55M - $1.71M
5.32K $316K
XOM
Exxon Mobil Corp

Energy
-21.3K
- 23.12%
$105.44 - $118.93 $2.25M - $2.54M
70.9K $8.43M
MLN
Vaneck Long Muni ETF

ETFs
-59.9K
- 13.75%
$17.22 - $18.0 $1.03M - $1.08M
376K $6.51M
UPS
United Parcel Service Inc

Industrials
-278
- 0.4%
$109.66 - $136.26 $30.5K - $37.9K
68.8K $7.57M
UNP
Union Pacific Corp

Industrials
-6.31K
- 13.05%
$225.21 - $254.42 $1.42M - $1.61M
42.1K $9.94M
HYD
Vaneck High Yield Muni ETF

ETFs
-18.7K
- 16.15%
$50.79 - $52.53 $949K - $982K
97.1K $4.96M
EFG
Msci Eafe Growth ETF

ETFs
-11.2K
- 43.0%
$96.1 - $106.37 $1.08M - $1.19M
14.9K $1.49M
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
-76.2K
- 53.15%
$13.34 - $13.81 $1.02M - $1.05M
67.1K $916K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-4.8K
- 64.19%
$196.12 - $229.48 $941K - $1.1M
2.68K $540K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-9.04K
- 17.52%
$47.79 - $59.89 $432K - $542K
42.6K $2.14M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-1.57K
- 24.97%
$497.6 - $606.74 $783K - $954K
4.73K $2.35M
UNH
Unitedhealth Group Inc

Healthcare
-2.79K
- 9.26%
$461.52 - $548.18 $1.29M - $1.53M
27.3K $14.3M
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
-102K
- 15.2%
$9.83 - $10.34 $1.01M - $1.06M
571K $5.7M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-6.64K
- 59.86%
$102.49 - $119.96 $680K - $796K
4.45K $465K
AMT
American Tower Corp

Real Estate
-6.55K
- 35.55%
$173.46 - $217.6 $1.14M - $1.42M
11.9K $2.58M
SPGI
S&P Global Inc.

Financial Services
-1.41K
- 23.45%
$478.26 - $543.77 $676K - $769K
4.62K $2.35M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-24.6K
- 14.76%
$26.63 - $26.75 $654K - $657K
142K $3.79M
AEP
American Electric Power CO Inc

Utilities
-7.61K
- 58.25%
$90.32 - $109.27 $687K - $831K
5.45K $595K
INTU
Intuit Inc

Technology
-792
- 11.54%
$555.63 - $630.23 $440K - $499K
6.07K $3.73M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-1.52K
- 3.54%
$62.43 - $84.12 $94.7K - $128K
41.3K $2.69M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-1.39K
- 61.16%
$302.31 - $337.54 $420K - $469K
882 $269K
KO
Coca Cola CO

Consumer Defensive
-33.3K
- 16.09%
$60.81 - $72.32 $2.02M - $2.41M
174K $12.4M
CAT
Caterpillar Inc

Industrials
-837
- 16.19%
$326.75 - $407.63 $273K - $341K
4.33K $1.43M
FDN
First Tr Fd Dow Jones

ETFs
-1.2K
- 14.13%
$221.38 - $266.86 $265K - $320K
7.29K $1.62M
AMP
Ameriprise Financial Inc

Financial Services
-120
- 1.52%
$472.29 - $575.13 $56.7K - $69K
7.77K $3.76M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-8.2K
- 20.88%
$51.26 - $52.53 $420K - $431K
31.1K $1.6M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
-2.38K
- 6.86%
$91.68 - $109.93 $218K - $261K
32.3K $3.02M
PANW
Palo Alto Networks Inc

Technology
-1.36K
- 9.01%
$167.82 - $208.28 $228K - $283K
13.7K $2.34M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-7.84K
- 29.87%
$58.01 - $64.46 $455K - $505K
18.4K $1.15M
NEE
Nextera Energy Inc

Utilities
-3.88K
- 3.23%
$66.96 - $76.16 $259K - $295K
116K $8.22M
IXUS
Ishares Tr

ETFs
-6.84K
- 16.25%
$65.06 - $72.31 $445K - $495K
35.2K $2.46M
KMI
Kinder Morgan, Inc.

Energy
-23.1K
- 7.52%
$26.1 - $31.22 $603K - $721K
284K $8.1M
MRK
Merck & Co., Inc.

Healthcare
-697
- 2.76%
$83.01 - $101.02 $57.9K - $70.4K
24.5K $2.2M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-7.32K
- 21.43%
$27.56 - $32.1 $202K - $235K
26.8K $755K
DHR
Danaher Corp

Healthcare
-362
- 4.22%
$201.62 - $250.59 $73K - $90.7K
8.22K $1.68M
IBMP
Ishares Tr Ibonds December 202

ETFs
-12K
- 8.56%
$25.1 - $25.34 $301K - $304K
128K $3.24M
IBMO
Ishares Tr Ibonds December 202

ETFs
-11.1K
- 6.43%
$25.45 - $25.6 $283K - $285K
162K $4.14M
Activity Summary
Buys All Purchases 235 New Holdings 41 Increased Positions 194 Sells All Sells 172 Reductions 172 Sold out 0 Options Calls 0 Puts 0
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