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
$52.5B
$409,000 0.02% of portfolio
24,082
Q4 2025 Added 0.44%
$75.4B
$380,000 0.02% of portfolio
2,981
Q3 2025 Reduced 9.45%
$9.72B
$295,000 0.02% of portfolio
4,140
Q4 2025 Added 5.8%
$131M
$272,000 0.02% of portfolio
248,087
Q2 2025 New
$404M
$272,000 0.02% of portfolio
22,990
Q4 2025 Added 3.42%
$77.2B
$330,000 0.02% of portfolio
1,643
Q4 2025 Added 0.61%
$55.4B
$406,000 0.02% of portfolio
1,403
Q3 2025 Added 0.5%
$57.5B
$332,000 0.02% of portfolio
1,283
Q4 2025 Reduced 0.85%
$73.7B
$315,000 0.02% of portfolio
3,649
Q4 2025 Reduced 0.63%
$62.7B
$431,000 0.02% of portfolio
5,481
Q4 2025 Reduced 9.38%
$197B
$405,000 0.02% of portfolio
1,773
Q4 2025 Added 6.1%
$99.5B
$421,000 0.02% of portfolio
9,004
Q4 2025 Added 9.58%
$26.6B
$400,000 0.02% of portfolio
3,142
Q3 2025 Added 0.38%
$27.2B
$415,000 0.02% of portfolio
2,056
Q4 2025 New
$26.1B
$302,000 0.02% of portfolio
1,848
Q4 2025 Added 0.38%
$16.9B
$267,000 0.02% of portfolio
3,144
Q4 2025 Reduced 2.3%
$37.6B
$391,000 0.02% of portfolio
5,488
Q4 2025 Added 1.27%
$109B
$283,000 0.02% of portfolio
5,847
Q4 2025 Added 56.17%
$21.2B
$206,000 0.01% of portfolio
374
Q3 2025 New
$5.6B
$111,000 0.01% of portfolio
10,992
Q4 2025 New
$47.1B
$210,000 0.01% of portfolio
2,016
Q3 2025 New
$37.9B
$252,000 0.01% of portfolio
3,386
Q4 2025 Added 0.12%
$39.1B
$206,000 0.01% of portfolio
3,212
Q4 2025 Reduced 2.25%
$32.7B
$198,000 0.01% of portfolio
2,295
Q4 2025 Reduced 18.88%
$29B
$222,000 0.01% of portfolio
8,549
Q3 2025 New
$0
$240,000 0.01% of portfolio
20,323
Q4 2025 Reduced 1.31%
$191B
$245,000 0.01% of portfolio
51
Q4 2025 Added 13.33%
$67.3B
$205,000 0.01% of portfolio
715
Q4 2025 New
$44.1B
$248,000 0.01% of portfolio
3,089
Q4 2025 Reduced 0.48%
$405B
$213,000 0.01% of portfolio
209
Q4 2025 Reduced 94.83%
$0
$152,000 0.01% of portfolio
17,000
Q2 2023 New
$0
$246,000 0.01% of portfolio
12,192
Q4 2025 Reduced 6.03%
$120B
$185,000 0.01% of portfolio
6,815
Q4 2025 Reduced 32.72%
$23.3B
$223,000 0.01% of portfolio
8,936
Q4 2025 Added 17.13%
$55.7B
$192,000 0.01% of portfolio
1,196
Q4 2025 New
$41B
$227,000 0.01% of portfolio
1,030
Q4 2025 New
$81.8B
$244,000 0.01% of portfolio
2,061
Q4 2025 New
$51.8B
$217,000 0.01% of portfolio
1,101
Q4 2025 Reduced 8.86%
$0
$160,000 0.01% of portfolio
10,655
Q4 2025 Reduced 19.27%
$79.2B
$203,000 0.01% of portfolio
3,236
Q4 2025 Added 0.34%
$37B
$239,000 0.01% of portfolio
2,695
Q4 2025 Reduced 3.51%
$27.9B
$210,000 0.01% of portfolio
102
Q4 2025 New
$76.2B
$216,000 0.01% of portfolio
3,904
Q4 2025 Reduced 12.27%
$64.9B
$240,000 0.01% of portfolio
6,986
Q4 2025 Added 0.06%
$12B
$193,000 0.01% of portfolio
1,179
Q4 2025 New
$46.8B
$220,000 0.01% of portfolio
238
Q2 2025 Reduced 1.65%
$1.91B
$121,000 0.01% of portfolio
10,000
Q4 2024 New
$661M
$219,000 0.01% of portfolio
25,280
Q4 2025 Added 115.88%
$30B
$230,000 0.01% of portfolio
972
Q4 2025 Reduced 0.82%

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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