Cyndeo Wealth Partners, LLC Portfolio Holdings

Cyndeo Wealth Partners, LLC

  • $1.47 Billion
  • Q1 2025

Cyndeo Wealth Partners, LLC has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.47 Billion distributed in 448 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $61.5M, Apple Inc. with a value of $44.5M, Amazon Com Inc with a value of $38.3M, Broadcom Inc. with a value of $32M, and Nvidia Corp with a value of $27.9M.

Examining the 13F form we can see an increase of $52.2M in the current position value, from $1.42B to 1.47B.

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 $1.47 Billion
ETFs: $452 Million
Technology: $256 Million
Financial Services: $215 Million
Healthcare: $122 Million
Consumer Cyclical: $101 Million
Consumer Defensive: $72.4 Million
Industrials: $69.5 Million
Communication Services: $66 Million
Other: $114 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$26.3B
$8.22 Million 0.56% of portfolio
59,452
Q1 2025 Added 8.22%
$70.9B
$8.18 Million 0.56% of portfolio
136,929
Q1 2025 Reduced 8.9%
$3.71B
$8.15 Million 0.55% of portfolio
154,954
Q1 2025 Added 6.11%
$235B
$8.11 Million 0.55% of portfolio
25,957
Q1 2025 Reduced 1.59%
$59.8B
$8.1 Million 0.55% of portfolio
283,769
Q1 2025 Reduced 7.52%
$11.7B
$8.04 Million 0.55% of portfolio
205,035
Q1 2025 Added 7.32%
$6.87B
$7.92 Million 0.54% of portfolio
239,401
Q1 2025 Reduced 6.47%
$121B
$7.95 Million 0.54% of portfolio
26,340
Q1 2025 Added 37.65%
$3.83B
$7.64 Million 0.52% of portfolio
312,272
Q1 2025 Added 7.38%
$48.2B
$7.5 Million 0.51% of portfolio
182,154
Q1 2025 Added 6.15%
$9.29B
$7.5 Million 0.51% of portfolio
275,962
Q1 2025 New
$70.6B
$7.57 Million 0.51% of portfolio
68,812
Q1 2025 Reduced 0.4%
$0
$7.5 Million 0.51% of portfolio
13,404
Q1 2025 Added 4.45%
$0
$7.37 Million 0.5% of portfolio
372,081
Q1 2025 Added 46.11%
$13B
$7.4 Million 0.5% of portfolio
145,700
Q1 2025 Added 10.16%
$189B
$7.16 Million 0.49% of portfolio
26,619
Q1 2025 Added 1,017.04%
$28.8B
$7.08 Million 0.48% of portfolio
142,592
Q1 2025 New
$149B
$7.04 Million 0.48% of portfolio
22,611
Q1 2025 Added 955.6%
$91.8B
$6.82 Million 0.46% of portfolio
33,839
Q1 2025 Reduced 19.2%
$6.73B
$6.62 Million 0.45% of portfolio
112,101
Q1 2025 New
$0
$6.51 Million 0.44% of portfolio
375,662
Q1 2025 Reduced 13.75%
$5.67B
$6.46 Million 0.44% of portfolio
132,211
Q1 2025 New
$179B
$6.3 Million 0.43% of portfolio
20,184
Q1 2025 Reduced 28.72%
$0
$6.28 Million 0.43% of portfolio
17,421
Q1 2025 Added 229.44%
$751B
$6.17 Million 0.42% of portfolio
23,809
Q1 2025 Added 5.48%
$92.3B
$6.24 Million 0.42% of portfolio
55,788
Q1 2025 Added 1.57%
$14.1B
$6.2 Million 0.42% of portfolio
595,277
Q1 2025 New
$0
$6.24 Million 0.42% of portfolio
11,702
Q1 2025 Added 142.43%
$0
$6.14 Million 0.42% of portfolio
93,440
Q1 2025 Added 4.02%
$503B
$6.01 Million 0.41% of portfolio
10,968
Q1 2025 Added 10.83%
$0
$5.7 Million 0.39% of portfolio
570,944
Q1 2025 Reduced 15.2%
$0
$5.45 Million 0.37% of portfolio
104,920
Q1 2025 Reduced 1.66%
$77.1B
$5.26 Million 0.36% of portfolio
15,608
Q1 2025 Added 72.62%
$257B
$5.23 Million 0.35% of portfolio
59,538
Q1 2025 Added 139.81%
$0
$4.96 Million 0.34% of portfolio
97,088
Q1 2025 Reduced 16.15%
$0
$5.03 Million 0.34% of portfolio
400,710
Q1 2025 Added 31.44%
$48.5B
$5.02 Million 0.34% of portfolio
40,647
Q1 2025 Added 63.96%
$177B
$5.03 Million 0.34% of portfolio
25,827
Q1 2025 Added 65.47%
$169B
$4.81 Million 0.33% of portfolio
9,713
Q1 2025 Added 10.55%
$433B
$4.91 Million 0.33% of portfolio
5,193
Q1 2025 Added 0.31%
$0
$4.68 Million 0.32% of portfolio
95,945
Q1 2025 Added 4.85%
$0
$4.71 Million 0.32% of portfolio
117,834
Q1 2025 Added 18.39%
$66.8B
$4.55 Million 0.31% of portfolio
133,358
Q1 2025 Added 19.97%
$243B
$4.64 Million 0.31% of portfolio
17,275
Q1 2025 Reduced 15.34%
$0
$4.55 Million 0.31% of portfolio
95,278
Q1 2025 Added 8.18%
$155B
$4.35 Million 0.3% of portfolio
15,373
Q1 2025 Added 37.9%
$136B
$4.37 Million 0.3% of portfolio
43,284
Q1 2025 Added 11.27%
$0
$4.14 Million 0.28% of portfolio
161,854
Q1 2025 Reduced 6.43%
$109B
$3.92 Million 0.27% of portfolio
16,049
Q1 2025 Reduced 14.73%

Summary

  • Portfolio
  • No. of Stocks 448
  • Current Value $1.47 Billion
  • Prior Value $1.42 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 17, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 41 stocks
  • Additional Purchases 194 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 172 stocks
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