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
$169B
$1.87 Million 0.11% of portfolio
2,235
Q4 2025 Added 412.61%
$662B
$1.75 Million 0.1% of portfolio
3,446
Q4 2025 Reduced 6.05%
$84.9B
$1.77 Million 0.1% of portfolio
11,655
Q4 2025 Added 857.68%
$268B
$1.8 Million 0.1% of portfolio
7,279
Q4 2025 Added 242.54%
$0
$1.72 Million 0.1% of portfolio
138,145
Q4 2025 Added 17.21%
$112B
$1.77 Million 0.1% of portfolio
48,585
Q4 2025 Reduced 0.12%
$160B
$1.69 Million 0.1% of portfolio
7,663
Q4 2025 Reduced 2.33%
$875M
$1.53 Million 0.09% of portfolio
48,588
Q4 2025 Reduced 6.68%
$143B
$1.55 Million 0.09% of portfolio
44,725
Q4 2025 Added 210.18%
$413B
$1.54 Million 0.09% of portfolio
29,897
Q4 2025 Added 5.48%
$20.1B
$1.47 Million 0.08% of portfolio
2,740
Q4 2025 Added 0.04%
$328B
$1.32 Million 0.08% of portfolio
4,391
Q4 2025 Added 20.33%
$277B
$1.32 Million 0.08% of portfolio
14,793
Q4 2025 Reduced 5.15%
$300B
$1.46 Million 0.08% of portfolio
4,559
Q4 2025 Reduced 20.3%
$55.9B
$1.35 Million 0.08% of portfolio
58,689
Q4 2025 New
$174B
$1.4 Million 0.08% of portfolio
9,605
Q4 2025 Added 25.88%
$39.1B
$1.2 Million 0.07% of portfolio
5,102
Q4 2025 Added 15.82%
$222B
$1.16 Million 0.07% of portfolio
2,053
Q4 2025 Reduced 0.34%
$34.1B
$1.28 Million 0.07% of portfolio
8,054
Q4 2025 Added 71.47%
$22.8B
$1.26 Million 0.07% of portfolio
15,557
Q4 2025 Reduced 0.26%
$317B
$1.17 Million 0.07% of portfolio
13,978
Q4 2025 Reduced 2.11%
$148B
$1.22 Million 0.07% of portfolio
15,031
Q4 2025 Reduced 0.43%
$43.5B
$982,000 0.06% of portfolio
2,605
Q4 2025 Reduced 0.19%
$91.4B
$1.04 Million 0.06% of portfolio
6,291
Q4 2025 Reduced 4.81%
$65.7B
$1.05 Million 0.06% of portfolio
3,691
Q3 2025 Reduced 5.14%
$190B
$1.01 Million 0.06% of portfolio
10,330
Q4 2025 Added 5.86%
$0
$1.01 Million 0.06% of portfolio
41,854
Q3 2025 Reduced 4.88%
$4.41B
$1.05 Million 0.06% of portfolio
39,268
Q4 2025 Reduced 25.23%
$270B
$1.11 Million 0.06% of portfolio
14,617
Q3 2025 Reduced 0.83%
$65.7B
$958,000 0.06% of portfolio
12,159
Q4 2025 Reduced 0.1%
$132B
$1.05 Million 0.06% of portfolio
5,362
Q4 2025 Reduced 2.38%
$140B
$1.07 Million 0.06% of portfolio
4,751
Q4 2025 Added 0.06%
$0
$882,000 0.05% of portfolio
70,000
Q3 2025 Reduced 0.43%
$2.07B
$924,000 0.05% of portfolio
46,841
Q4 2022 New
$181B
$848,000 0.05% of portfolio
33,304
Q4 2025 Reduced 5.1%
$121B
$803,000 0.05% of portfolio
954
Q3 2025 Added 1.38%
$237B
$800,000 0.05% of portfolio
5,238
Q4 2025 Reduced 22.79%
$224M
$911,000 0.05% of portfolio
16,185
Q4 2025 New
$69.4B
$865,000 0.05% of portfolio
10,551
Q4 2025 Reduced 1.96%
$74.9B
$796,000 0.05% of portfolio
3,263
Q4 2025 Added 0.09%
$44B
$830,000 0.05% of portfolio
477
Q3 2025 Reduced 6.29%
$45.5B
$823,000 0.05% of portfolio
5,206
Q4 2025 Reduced 4.11%
$59.5B
$776,000 0.04% of portfolio
17,311
Q4 2025 Reduced 10.54%
$98.6B
$733,000 0.04% of portfolio
8,095
Q4 2025 Added 3.2%
$47B
$737,000 0.04% of portfolio
1,674
Q4 2025 Reduced 78.59%
$237B
$621,000 0.04% of portfolio
2,620
Q4 2025 Reduced 82.4%
$193B
$770,000 0.04% of portfolio
7,291
Q4 2025 Added 9.05%
$128B
$707,000 0.04% of portfolio
7,353
Q4 2025 Reduced 0.03%
$111B
$751,000 0.04% of portfolio
2,220
Q4 2025 Added 6.37%

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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