Cyndeo Wealth Partners, LLC Purchases in Q4 2024

Cyndeo Wealth Partners, LLC

  • $1.42 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UGI
Ugi Corp

Utilities
256K
New
$23.24 - $30.37 $5.95M - $7.77M
256K $7.23M
AMZN
Amazon Com Inc

Consumer Cyclical
1.96K
+ 1.01%
$180.88 - $232.93 $354K - $456K
196K $43.1M
LGOV
First Tr ETF Iv Long Duration

ETFs
297K
New
$20.75 - $22.49 $6.15M - $6.67M
297K $6.18M
AAPL
Apple Inc.

Technology
7.67K
+ 4.39%
$221.69 - $259.02 $1.7M - $1.99M
182K $45.7M
TSN
Tyson Foods, Inc.

Consumer Defensive
77.3K
New
$57.14 - $64.54 $4.42M - $4.99M
77.3K $4.44M
TSLA
Tesla, Inc.

Consumer Cyclical
1.73K
+ 8.29%
$213.65 - $479.86 $369K - $829K
22.6K $9.12M
NVDA
Nvidia Corp

Technology
6.69K
+ 3.37%
$117.0 - $148.88 $782K - $995K
205K $27.6M
PDI
Pimco Dynamic Income Fund

Financial Services
183K
+ 254.78%
$18.33 - $20.85 $3.35M - $3.81M
255K $4.67M
TJX
Tjx Companies Inc

Consumer Cyclical
23.9K
+ 27.76%
$112.15 - $127.2 $2.68M - $3.04M
110K $13.3M
JPM
Jpmorgan Chase & CO

Financial Services
1.76K
+ 2.54%
$205.18 - $250.29 $361K - $440K
70.9K $17M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
88.4K
New
$25.06 - $25.59 $2.21M - $2.26M
88.4K $2.23M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
42.3K
+ 65.66%
$46.48 - $51.32 $1.97M - $2.17M
107K $5.14M
MS
Morgan Stanley

Financial Services
303
+ 0.34%
$104.42 - $134.99 $31.6K - $40.9K
90.2K $11.3M
URI
United Rentals, Inc.

Industrials
2.57K
New
$704.44 - $880.32 $1.81M - $2.26M
2.57K $1.81M
KMI
Kinder Morgan, Inc.

Energy
4.52K
+ 1.49%
$22.59 - $28.54 $102K - $129K
307K $8.41M
BIT
Black Rock Multi Sector Income Trust

Financial Services
126K
+ 28.78%
$14.25 - $15.15 $1.8M - $1.91M
564K $8.23M
FXO
First Tr Exchange Traded Fd Fi

ETFs
28.3K
New
$50.63 - $59.0 $1.43M - $1.67M
28.3K $1.53M
WMB
Williams Companies, Inc.

Energy
2.5K
+ 1.69%
$46.37 - $59.74 $116K - $149K
150K $8.13M
V
Visa Inc.

Financial Services
316
+ 1.08%
$273.87 - $320.91 $86.5K - $101K
29.7K $9.38M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
66
+ 0.12%
$172.07 - $207.36 $11.4K - $13.7K
53.9K $10.6M
IVV
Ishares Core S&P 500 ETF

ETFs
1.62K
+ 7.11%
$570.51 - $610.59 $925K - $990K
24.4K $14.4M
VTI
Vanguard Total Stock Market Et

ETFs
3.22K
+ 10.12%
$280.04 - $302.45 $900K - $972K
35K $10.1M
META
Meta Platforms, Inc.

Communication Services
986
+ 3.36%
$554.08 - $632.68 $546K - $624K
30.4K $17.9M
VUG
Vanguard Growth ETF

ETFs
88
+ 0.23%
$378.79 - $428.11 $33.3K - $37.7K
39.1K $16M
FTGC
First Trust Global Tactical CO

ETFs
33.1K
+ 4.05%
$23.23 - $24.25 $769K - $802K
851K $20.4M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
4.49K
+ 150.15%
$201.32 - $217.44 $903K - $975K
7.47K $1.55M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
108K
+ 54.78%
$11.91 - $14.14 $1.29M - $1.53M
305K $3.73M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1.61K
+ 49.81%
$563.99 - $620.12 $905K - $995K
4.83K $2.75M
OKE
Oneok Inc

Energy
1.19K
+ 1.4%
$92.28 - $117.05 $110K - $140K
86.4K $8.68M
COST
Costco Wholesale Corp

Consumer Defensive
816
+ 18.71%
$873.59 - $994.69 $713K - $812K
5.18K $4.74M
DLR
Digital Realty Trust, Inc.

Real Estate
760
+ 1.64%
$156.46 - $195.69 $119K - $149K
47.2K $8.37M
MSTR
Microstrategy Inc

Technology
2.85K
New
$162.69 - $473.83 $464K - $1.35M
2.85K $826K
JWN
Nordstrom Inc

Consumer Cyclical
13K
+ 4.69%
$21.42 - $24.9 $279K - $324K
291K $7.02M
IXC
Ishares Tr Global Energy ETF

ETFs
18.7K
New
$36.95 - $43.06 $693K - $807K
18.7K $715K
VTRS
Viatris Inc

Healthcare
19.9K
+ 3.67%
$11.32 - $13.37 $225K - $266K
561K $6.98M
APP
App Lovin Corp

Technology
1.9K
New
$130.67 - $401.5 $248K - $762K
1.9K $614K
IEMG
Ishares Inc

ETFs
11.1K
+ 82.22%
N/A
24.7K $1.32M
ADP
Automatic Data Processing Inc

Industrials
460
+ 1.68%
$280.08 - $307.97 $129K - $142K
27.9K $8.15M
AMP
Ameriprise Financial Inc

Financial Services
115
+ 1.48%
$473.15 - $574.01 $54.4K - $66K
7.89K $4.2M
BX
Blackstone Inc.

Financial Services
47
+ 0.17%
$148.45 - $199.05 $6.98K - $9.36K
27.8K $4.8M
MO
Altria Group, Inc.

Consumer Defensive
6.03K
+ 3.53%
$49.06 - $57.74 $296K - $348K
177K $9.26M
BSX
Boston Scientific Corp

Healthcare
3.19K
+ 8.94%
$83.62 - $91.5 $267K - $292K
38.9K $3.47M
ISRG
Intuitive Surgical Inc

Healthcare
407
+ 4.86%
$471.27 - $550.62 $192K - $224K
8.79K $4.59M
CEG
Constellation Energy Corp

Utilities
2.01K
New
$224.28 - $285.52 $451K - $575K
2.01K $452K
FLEX
Flex Ltd.

Technology
64
+ 0.08%
$32.52 - $41.3 $2.08K - $2.64K
85.1K $3.27M
NFLX
Netflix Inc

Communication Services
111
+ 6.41%
$687.65 - $936.56 $76.3K - $104K
1.84K $1.64M
MA
Mastercard Inc

Financial Services
164
+ 1.69%
$491.3 - $536.15 $80.6K - $87.9K
9.9K $5.21M
ORI
Old Republic International Corp

Financial Services
7.28K
+ 3.96%
$34.4 - $38.98 $250K - $284K
191K $6.91M
DOW
Dow Inc.

Basic Materials
9.96K
New
$39.1 - $55.34 $389K - $551K
9.96K $399K
Activity Summary
Buys All Purchases 244 New Holdings 28 Increased Positions 216 Sells All Sells 135 Reductions 135 Sold out 0 Options Calls 0 Puts 0
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