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
PHYS
Sprott Physical Gold Trust

Financial Services
11.5K
+ 1.76%
$19.66 - $21.66 $226K - $249K
667K $13.4M
EMR
Emerson Electric CO

Industrials
17
+ 0.42%
$108.13 - $134.33 $1.84K - $2.28K
4.05K $502K
CASY
Caseys General Stores Inc

Consumer Cyclical
14
+ 0.52%
$366.65 - $427.88 $5.13K - $5.99K
2.73K $1.08M
XLE
Energy Sector Spdr

ETFs
841
+ 14.45%
$83.32 - $97.27 $70.1K - $81.8K
6.66K $570K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
409
+ 6.33%
$58.39 - $67.04 $23.9K - $27.4K
6.87K $436K
ALL
Allstate Corp

Financial Services
227
+ 7.6%
$181.25 - $208.2 $41.1K - $47.3K
3.21K $619K
DAL
Delta Air Lines, Inc.

Industrials
70
+ 1.48%
$47.46 - $65.77 $3.32K - $4.6K
4.8K $290K
CDNS
Cadence Design Systems Inc

Technology
4
+ 0.26%
$249.1 - $324.54 $996 - $1.3K
1.56K $469K
VTV
Vanguard Value ETF

ETFs
1.79K
+ 3.66%
$168.32 - $181.87 $302K - $326K
50.8K $8.59M
ITOT
Ishares Core S&P Total U.S. St

ETFs
26
+ 0.23%
$124.26 - $134.12 $3.23K - $3.49K
11.2K $1.45M
CMI
Cummins Inc

Industrials
25
+ 2.41%
$324.93 - $383.42 $8.12K - $9.59K
1.06K $370K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
7
+ 0.27%
$521.84 - $558.82 $3.65K - $3.91K
2.59K $1.39M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
187
+ 1.11%
$65.31 - $74.15 $12.2K - $13.9K
17K $1.15M
PNC
Pnc Financial Services Group, Inc.

Financial Services
94
+ 5.96%
$178.39 - $215.0 $16.8K - $20.2K
1.67K $322K
PSX
Phillips 66

Energy
3.53K
+ 16.62%
$110.35 - $138.93 $390K - $491K
24.8K $2.82M
TMUS
T Mobile Us, Inc.

Communication Services
32
+ 2.05%
$206.1 - $246.94 $6.6K - $7.9K
1.6K $352K
TXN
Texas Instruments Inc

Technology
150
+ 0.97%
N/A
15.6K $3.04M
MBB
Ishares Tr

ETFs
725
+ 8.02%
$91.26 - $95.82 $66.2K - $69.5K
9.77K $895K
ARCC
Ares Capital Corp

Financial Services
430
+ 2.3%
$20.74 - $22.27 $8.92K - $9.58K
19.1K $419K
IEV
Ishares Tr Europe ETF

ETFs
956
+ 26.45%
$52.03 - $57.63 $49.7K - $55.1K
4.57K $237K
IXUS
Ishares Tr

ETFs
4.13K
+ 10.87%
$65.95 - $72.56 $272K - $299K
42.1K $2.78M
EYPT
Eye Point Pharmaceuticals, Inc.

Healthcare
4.45K
+ 35.49%
$7.02 - $12.12 $31.2K - $53.9K
17K $126K
FDL
First Tr Morningstar Dividend

ETFs
892
+ 14.78%
$39.59 - $43.95 $35.3K - $39.2K
6.93K $278K
CME
Cme Group Inc.

Financial Services
3
+ 0.14%
$221.17 - $246.02 $664 - $738
2.09K $485K
FTCS
First Trust Capital Strength E

ETFs
436
+ 8.3%
$87.62 - $94.03 $38.2K - $41K
5.69K $499K
PDP
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.02%
$102.88 - $117.55 $103 - $118
4.93K $529K
XEL
Xcel Energy Inc

Utilities
206
+ 6.68%
$62.16 - $72.92 $12.8K - $15K
3.29K $222K
SBUX
Starbucks Corp

Consumer Cyclical
1.02K
+ 8.85%
$87.44 - $102.5 $89.5K - $105K
12.6K $1.15M
PAYX
Paychex Inc

Industrials
2
+ 0.06%
$135.86 - $148.73 $272 - $297
3.08K $431K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
102
+ 1.28%
$53.94 - $58.15 $5.5K - $5.93K
8.06K $454K
ENB
Enbridge Inc

Energy
73
+ 0.98%
$40.4 - $43.92 $2.95K - $3.21K
7.51K $318K
CINF
Cincinnati Financial Corp

Financial Services
7
+ 0.39%
$132.86 - $160.16 $930 - $1.12K
1.81K $260K
CGCP
Capital Group Core Plus Income

ETFs
2.59K
+ 4.86%
$22.13 - $23.17 $57.2K - $59.9K
55.8K $1.24M
DFSV
Dimensional ETF Tr Dimensional

ETFs
269
+ 0.79%
$30.18 - $33.87 $8.12K - $9.11K
34.2K $1.05M
YLD
Principal Exchange Traded Fds

ETFs
16.1K
+ 1.86%
$19.17 - $19.61 $308K - $315K
880K $16.9M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
3
+ 0.14%
$111.85 - $120.71 $336 - $362
2.19K $252K
IEF
Ishares Barclays

ETFs
230
+ 7.75%
$92.08 - $98.18 $21.2K - $22.6K
3.2K $295K
LHX
L3 Harris Technologies, Inc.

Industrials
130
+ 15.24%
$208.94 - $264.22 $27.2K - $34.3K
983 $206K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
193
+ 1.77%
$113.92 - $127.38 $22K - $24.6K
11.1K $1.28M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
263
+ 6.59%
$50.14 - $52.56 $13.2K - $13.8K
4.26K $213K
DFAS
Dimensional ETF Tr U S Small C

ETFs
17
+ 0.3%
$63.58 - $71.15 $1.08K - $1.21K
5.63K $366K
RF
Regions Financial Corp

Financial Services
3
+ 0.02%
$22.45 - $27.47 $67.4 - $82.4
12.9K $303K
Blackrock ETF Trust Ii
8.36K
+ 8.0%
N/A
113K $0
JUCY
ETF Ser Solutions Aptus Enhanc
2.99K
+ 7.74%
N/A
41.5K $0
Arista Networks Inc
3.04K
New
N/A
3.04K $0
CGMU
Capital Group Core Plus Income
42
+ 0.29%
N/A
14.5K $0
Dimensional ETF Trust
2.32K
+ 2.27%
N/A
104K $0
Grayscale Ethereum Trust ETF
34.5K
New
N/A
34.5K $0
Grayscale Bitcoin Mini Tr Et
9.43K
New
N/A
9.43K $0
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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