Cyndeo Wealth Partners, LLC Portfolio Holdings

Cyndeo Wealth Partners, LLC

  • $1.74 Billion
  • Q4 2025

Cyndeo Wealth Partners, LLC has filed its 13F form on January 07, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.74 Billion distributed in 477 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $86.6M, Broadcom Inc. with a value of $62.4M, Apple Inc. with a value of $56.1M, Nvidia Corp with a value of $54.1M, and Amazon Com Inc with a value of $48.9M.

Examining the 13F form we can see an increase of $23.3M in the current position value, from $1.72B to 1.74B.

Cyndeo Wealth Partners, LLC is based out at St. Petersburg, FL

Below you can find more details about Cyndeo Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.74 Billion
ETFs: $529 Million
Technology: $373 Million
Financial Services: $223 Million
Healthcare: $147 Million
Consumer Cyclical: $117 Million
Industrials: $77.5 Million
Communication Services: $76.7 Million
Consumer Defensive: $72.7 Million
Other: $117 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$96.4B
$7.78 Million 0.45% of portfolio
62,164
Q4 2025 Added 912.28%
$62.3B
$7.75 Million 0.45% of portfolio
63,875
Q4 2025 Added 982.99%
$136B
$7.89 Million 0.45% of portfolio
35,721
Q4 2025 Reduced 14.88%
$114B
$7.26 Million 0.42% of portfolio
58,780
Q4 2025 Added 3.56%
$123B
$7.4 Million 0.42% of portfolio
25,023
Q4 2025 Added 2.69%
$291B
$7.35 Million 0.42% of portfolio
13,311
Q4 2025 Added 0.45%
$104B
$6.93 Million 0.4% of portfolio
27,627
Q4 2025 Reduced 3.23%
$96.9B
$6.53 Million 0.38% of portfolio
15,626
Q4 2025 Added 1.8%
$279B
$6.02 Million 0.35% of portfolio
58,511
Q4 2025 Added 0.3%
$177B
$6.02 Million 0.35% of portfolio
30,914
Q4 2025 Added 3.69%
$512B
$5.61 Million 0.32% of portfolio
10,458
Q4 2025 Reduced 10.22%
$107B
$5.5 Million 0.32% of portfolio
6,609
Q4 2025 Added 1.47%
$136B
$4.76 Million 0.27% of portfolio
10,069
Q4 2025 Reduced 0.3%
$193B
$4.62 Million 0.27% of portfolio
8,458
Q4 2025 Added 20.9%
$5.08B
$4.69 Million 0.27% of portfolio
646,257
Q4 2025 Added 5.6%
$147B
$4.66 Million 0.27% of portfolio
45,388
Q4 2025 Added 5.12%
$0
$4.37 Million 0.25% of portfolio
437,128
Q4 2025 Reduced 1.27%
$70.2B
$4.1 Million 0.24% of portfolio
126,956
Q4 2025 Added 0.77%
$6.2B
$4.08 Million 0.23% of portfolio
41,329
Q4 2025 Added 2.23%
$98.1B
$4.04 Million 0.23% of portfolio
29,192
Q4 2025 Reduced 4.46%
$182B
$3.99 Million 0.23% of portfolio
6,184
Q4 2025 Added 2.67%
$266B
$3.75 Million 0.22% of portfolio
12,634
Q4 2025 Reduced 7.74%
$0
$3.57 Million 0.21% of portfolio
302,360
Q4 2025 Reduced 12.79%
$42.6B
$3.43 Million 0.2% of portfolio
25,612
Q4 2025 Added 0.99%
$86.1B
$3.51 Million 0.2% of portfolio
10,558
Q4 2025 Added 3.22%
$404B
$3.44 Million 0.2% of portfolio
3,767
Q4 2025 Reduced 2.33%
$49.1B
$3.3 Million 0.19% of portfolio
29,940
Q4 2025 Added 1,568.9%
$89.7B
$3.33 Million 0.19% of portfolio
18,425
Q4 2025 Reduced 2.81%
$123B
$3.1 Million 0.18% of portfolio
6,577
Q4 2025 Reduced 5.01%
$132B
$2.96 Million 0.17% of portfolio
13,121
Q4 2025 Reduced 12.71%
$72.7B
$2.86 Million 0.16% of portfolio
2,135
Q4 2025 Added 1.86%
$26.6B
$2.73 Million 0.16% of portfolio
29,850
Q4 2025 Reduced 12.79%
$51.1B
$2.78 Million 0.16% of portfolio
37,739
Q4 2025 Added 1.57%
$61.4B
$2.78 Million 0.16% of portfolio
13,548
Q4 2025 Reduced 14.97%
$2.38B
$2.75 Million 0.16% of portfolio
118,444
Q1 2024 Added 18.44%
$140B
$2.85 Million 0.16% of portfolio
8,083
Q4 2025 Added 9.66%
$265B
$2.58 Million 0.15% of portfolio
3,325
Q4 2025 Reduced 6.47%
$141B
$2.54 Million 0.15% of portfolio
101,164
Q4 2025 Reduced 31.17%
$84B
$2.55 Million 0.15% of portfolio
14,149
Q4 2025 Added 11.9%
$159B
$2.42 Million 0.14% of portfolio
4,956
Q4 2025 Added 9.91%
$66.3B
$2.48 Million 0.14% of portfolio
11,819
Q4 2025 Added 0.17%
$53.3B
$2.5 Million 0.14% of portfolio
9,672
Q4 2025 Reduced 8.76%
$136B
$2.29 Million 0.13% of portfolio
6,349
Q4 2025 Reduced 7.35%
$453B
$2.27 Million 0.13% of portfolio
3
Q4 2022 New
$319B
$2.26 Million 0.13% of portfolio
29,041
Q4 2025 Reduced 6.55%
$303B
$2.2 Million 0.13% of portfolio
14,242
Q4 2025 Reduced 2.82%
$115B
$2.11 Million 0.12% of portfolio
3,930
Q4 2025 Added 8.2%
$204B
$2.12 Million 0.12% of portfolio
14,324
Q4 2025 Added 1.53%
$388B
$2.1 Million 0.12% of portfolio
8,750
Q4 2025 Reduced 1.43%

Summary

  • Portfolio
  • No. of Stocks 477
  • Current Value $1.74 Billion
  • Prior Value $1.72 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 07, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 34 stocks
  • Additional Purchases 211 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 174 stocks
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