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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$875M
$1.53 Million 0.09% of portfolio
48,588
Q4 2025 Reduced 6.68%
$1.87B
$547,000 0.03% of portfolio
2,742
Q4 2025 Reduced 32.21%
$404M
$272,000 0.02% of portfolio
22,990
Q4 2025 Added 3.42%
$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%
$908M
$58,000 0.0% of portfolio
10,000
Q1 2025 New
$678M
$45,000 0.0% of portfolio
10,000
Q1 2025 New

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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