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
EFX
Equifax Inc

Industrials
1
+ 0.04%
$245.03 - $293.5 $245 - $294
2.48K $632K
AMGN
Amgen Inc

Healthcare
55
+ 2.64%
$258.78 - $328.31 $14.2K - $18.1K
2.14K $558K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.22K
+ 3.72%
$55.45 - $61.08 $67.8K - $74.6K
34K $1.89M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
507
+ 1.97%
$58.88 - $64.8 $29.9K - $32.9K
26.2K $1.55M
NVO
Novo Nordisk A S

Healthcare
19
+ 0.52%
$85.0 - $120.04 $1.62K - $2.28K
3.69K $317K
VEA
Vanguard Ftse Developed Market

ETFs
58
+ 0.22%
$47.57 - $52.44 $2.76K - $3.04K
25.9K $1.24M
RTX
Raytheon Technologies Corp

Industrials
235
+ 0.8%
$114.45 - $127.21 $26.9K - $29.9K
29.5K $3.42M
TDG
Trans Digm Group Inc

Industrials
161
+ 7.67%
$1239.0 - $1442.53 $199K - $232K
2.26K $2.86M
CAT
Caterpillar Inc

Industrials
10
+ 0.19%
$360.37 - $416.88 $3.6K - $4.17K
5.17K $1.88M
TD
Toronto Dominion Bank

Financial Services
37
+ 0.24%
$51.56 - $63.8 $1.91K - $2.36K
15.5K $822K
UPS
United Parcel Service Inc

Industrials
3.96K
+ 6.08%
$122.65 - $138.35 $486K - $548K
69.1K $8.71M
PEP
Pepsico Inc

Consumer Defensive
365
+ 2.49%
$151.29 - $176.1 $55.2K - $64.3K
15K $2.29M
WU
Western Union CO

Financial Services
40.4K
+ 7.8%
$10.52 - $11.94 $426K - $483K
559K $5.93M
SHW
Sherwin Williams CO

Basic Materials
483
+ 4.66%
$338.75 - $399.71 $164K - $193K
10.8K $3.68M
DFAX
Dimensional ETF Tr
1.14K
+ 0.83%
$24.76 - $27.04 $28.3K - $30.9K
139K $3.45M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
1
+ 0.0%
$33.77 - $44.09 $33.8 - $44.1
47.9K $1.62M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
7.67K
+ 2.48%
$51.33 - $53.74 $394K - $412K
316K $16.3M
MSFT
Microsoft Corp

Technology
2.31K
+ 1.59%
$406.35 - $454.46 $940K - $1.05M
147K $62.2M
MCD
Mcdonalds Corp

Consumer Cyclical
296
+ 1.13%
$288.47 - $316.54 $85.4K - $93.7K
26.4K $7.65M
CGXU
Capital Group Intl Focus Equit

ETFs
637
+ 0.47%
$24.67 - $26.94 $15.7K - $17.2K
137K $3.37M
EPR
Epr Properties

Real Estate
8.1K
+ 5.87%
$43.17 - $49.39 $350K - $400K
146K $6.47M
HD
Home Depot, Inc.

Consumer Cyclical
865
+ 2.2%
$385.02 - $431.37 $333K - $373K
40.1K $15.6M
UNP
Union Pacific Corp

Industrials
2.32K
+ 5.04%
$223.15 - $249.32 $518K - $579K
48.4K $11M
ADBE
Adobe Inc.

Technology
436
+ 6.13%
$437.39 - $552.96 $191K - $241K
7.55K $3.36M
DHR
Danaher Corp

Healthcare
154
+ 1.83%
$226.16 - $274.52 $34.8K - $42.3K
8.58K $1.97M
FNF
Fidelity National Financial, Inc.

Financial Services
4.62K
+ 3.96%
$55.19 - $63.83 $255K - $295K
122K $6.82M
ASML
Asml Holding Nv

Technology
14
+ 0.44%
$658.43 - $872.27 $9.22K - $12.2K
3.21K $2.22M
GIS
General Mills Inc

Consumer Defensive
7.02K
+ 7.66%
$62.78 - $74.62 $440K - $524K
98.7K $6.29M
PSLV
Sprott Physical Silver Trust

Financial Services
27.4K
+ 2.78%
$9.65 - $11.76 $265K - $322K
1.01M $9.77M
URA
Global X Uranium ETF

ETFs
5.37K
+ 1.43%
$26.78 - $33.46 $144K - $180K
380K $10.2M
AMAT
Applied Materials Inc

Technology
60
+ 0.41%
$161.44 - $213.89 $9.69K - $12.8K
14.6K $2.37M
ADI
Analog Devices Inc

Technology
651
+ 1.58%
$206.35 - $236.48 $134K - $154K
41.9K $8.9M
TMO
Thermo Fisher Scientific Inc.

Healthcare
37
+ 0.59%
$501.29 - $612.85 $18.5K - $22.7K
6.3K $3.28M
LLY
Eli Lilly & CO

Healthcare
832
+ 7.52%
$727.2 - $932.06 $605K - $775K
11.9K $9.18M
JNJ
Johnson & Johnson

Healthcare
2.33K
+ 3.89%
$143.34 - $165.86 $334K - $386K
62.2K $8.99M
NEE
Nextera Energy Inc

Utilities
9.19K
+ 8.3%
$69.77 - $85.43 $641K - $785K
120K $8.59M
VZ
Verizon Communications Inc

Communication Services
5.83K
+ 2.88%
$39.6 - $45.21 $231K - $264K
208K $8.33M
AMT
American Tower Corp

Real Estate
534
+ 2.99%
$179.4 - $232.01 $95.8K - $124K
18.4K $3.38M
PLD
Prologis, Inc.

Real Estate
2.31K
+ 4.38%
$101.4 - $126.96 $234K - $293K
54.9K $5.81M
XOM
Exxon Mobil Corp

Energy
303
+ 0.33%
$105.51 - $125.37 $32K - $38K
92.2K $9.92M
AMD
Advanced Micro Devices Inc

Technology
9
+ 0.04%
$118.88 - $172.8 $1.07K - $1.56K
23.7K $2.86M
UNH
Unitedhealth Group Inc

Healthcare
1.27K
+ 4.41%
$485.52 - $625.25 $618K - $796K
30.1K $15.2M
ABBV
Abb Vie Inc.

Healthcare
954
+ 0.7%
$164.99 - $203.87 $157K - $194K
137K $24.3M
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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