Cyndeo Wealth Partners, LLC Sells in Q3 2025

Cyndeo Wealth Partners, LLC

  • $1.72 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DVN
Devon Energy Corp

Energy
-244
- 0.11%
$31.75 - $36.99 $7.75K - $9.03K
215K $7.52M
NEE
Nextera Energy Inc

Utilities
-25
- 0.02%
$69.77 - $77.54 $1.74K - $1.94K
119K $8.98M
ORI
Old Republic International Corp

Financial Services
-1.32K
- 0.61%
$35.74 - $42.47 $47.1K - $55.9K
214K $9.1M
STX
Seagate Technology Holdings PLC

Technology
-43
- 0.4%
$142.01 - $236.06 $6.11K - $10.2K
10.6K $2.5M
VB
Vanguard Small Cap ETF

ETFs
-2.27K
- 2.52%
$237.58 - $259.17 $539K - $588K
87.6K $22.3M
FTGC
First Trust Global Tactical CO

ETFs
-3.93K
- 0.43%
$24.67 - $26.32 $97K - $103K
904K $23.4M
APP
App Lovin Corp

Technology
-106
- 3.41%
$335.1 - $718.54 $35.5K - $76.2K
3K $2.15M
LNC
Lincoln National Corp

Financial Services
-4.85K
- 2.19%
$33.37 - $43.29 $162K - $210K
217K $8.74M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-282
- 0.6%
$50.79 - $76.4 $14.3K - $21.5K
46.4K $3.55M
MS
Morgan Stanley

Financial Services
-3.22K
- 3.35%
$139.09 - $161.16 $447K - $518K
92.8K $14.8M
VUG
Vanguard Growth ETF

ETFs
-542
- 1.37%
$433.97 - $484.08 $235K - $262K
38.9K $18.7M
JPM
Jpmorgan Chase & CO

Financial Services
-1.71K
- 1.75%
$282.78 - $316.06 $485K - $542K
96.3K $30.4M
MSFT
Microsoft Corp

Technology
-2.68K
- 1.6%
$491.09 - $535.64 $1.32M - $1.44M
165K $85.6M
IAU
Ishares Gold Trust

ETFs
-10.4K
- 3.72%
$61.62 - $72.77 $641K - $757K
269K $19.6M
GOOG
Alphabet Inc.

Communication Services
-30
- 0.09%
$175.16 - $255.24 $5.25K - $7.66K
35.2K $8.56M
PHYS
Sprott Physical Gold Trust

Financial Services
-4.61K
- 0.69%
$25.02 - $29.62 $115K - $137K
668K $19.8M
URA
Global X Uranium ETF

ETFs
-10.1K
- 2.48%
$36.45 - $50.4 $368K - $508K
396K $18.9M
PSLV
Sprott Physical Silver Trust

Financial Services
-13.8K
- 1.31%
$12.24 - $15.73 $169K - $217K
1.04M $16.3M
PLTR
Palantir Technologies Inc.

Technology
-3.75K
- 3.77%
$130.68 - $186.97 $491K - $702K
95.9K $17.5M
ORCL
Oracle Corp

Technology
-2.92K
- 2.74%
$218.96 - $328.33 $639K - $958K
104K $29.1M
AVGO
Broadcom Inc.

Technology
-8.47K
- 4.5%
$264.74 - $369.57 $2.24M - $3.13M
180K $59.3M
AAPL
Apple Inc.

Technology
-4.1K
- 1.97%
$202.38 - $256.87 $830K - $1.05M
204K $52M
Activity Summary
Buys All Purchases 202 New Holdings 36 Increased Positions 166 Sells All Sells 223 Reductions 223 Sold out 0 Options Calls 0 Puts 0
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