Cyndeo Wealth Partners, LLC Incresed Positions in Q4 2025

Cyndeo Wealth Partners, LLC

  • $1.74 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
UPS
United Parcel Service Inc

Industrials
74K
+ 411.1%
$82.87 - $97.4 $6.13M - $7.21M
92K $8.67M
AEP
American Electric Power CO Inc

Utilities
58K
+ 982.99%
$112.75 - $122.73 $6.54M - $7.12M
63.9K $7.75M
DUK
Duke Energy Corp

Utilities
56K
+ 912.28%
$121.57 - $129.03 $6.81M - $7.23M
62.2K $7.78M
JNJ
Johnson & Johnson

Healthcare
26.2K
+ 25.23%
$185.98 - $199.58 $4.87M - $5.23M
130K $26M
LLY
Eli Lilly & CO

Healthcare
1.01K
+ 7.25%
$799.57 - $1025.28 $808K - $1.04M
14.9K $15.3M
GOOGL
Alphabet Inc.

Communication Services
4.19K
+ 4.27%
$236.57 - $291.31 $991K - $1.22M
102K $28.2M
AAPL
Apple Inc.

Technology
5.67K
+ 2.78%
$245.27 - $275.25 $1.39M - $1.56M
210K $56.1M
AMZN
Amazon Com Inc

Consumer Cyclical
2.85K
+ 1.38%
$213.04 - $254.0 $607K - $723K
208K $48.9M
AVGO
Broadcom Inc.

Technology
2.21K
+ 1.23%
$324.63 - $385.98 $717K - $853K
182K $62.4M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
7.4K
+ 10.68%
$280.66 - $305.09 $2.08M - $2.26M
76.7K $21.6M
PHYS
Sprott Physical Gold Trust

Financial Services
28.7K
+ 4.3%
$29.62 - $33.31 $850K - $956K
696K $21.7M
TGT
Target Corp

Consumer Defensive
20.5K
+ 29.97%
$85.53 - $97.77 $1.75M - $2M
88.7K $7.98M
AMGN
Amgen Inc

Healthcare
1.01K
+ 4.06%
$290.13 - $341.71 $292K - $344K
25.8K $8.82M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.84K
+ 127.91%
$600.51 - $631.95 $1.7M - $1.79M
5.06K $3.12M
IWB
Ishares Tr Russell 1000 ETF

ETFs
4.31K
+ 459.28%
$358.39 - $376.54 $1.54M - $1.62M
5.25K $1.93M
GOOG
Alphabet Inc.

Communication Services
346
+ 0.98%
$237.49 - $291.74 $82.2K - $101K
35.5K $10.1M
ICE
Intercontinental Exchange, Inc.

Financial Services
10.4K
+ 857.68%
$145.59 - $162.64 $1.52M - $1.7M
11.7K $1.77M
NVDA
Nvidia Corp

Technology
8.34K
+ 2.96%
$179.83 - $207.04 $1.5M - $1.73M
290K $54.1M
XLK
Technology Sector Spdr

ETFs
5.23K
+ 99.45%
$278.39 - $304.13 $1.46M - $1.59M
10.5K $3.02M
ISRG
Intuitive Surgical Inc

Healthcare
1.46K
+ 20.9%
$429.59 - $576.2 $628K - $842K
8.46K $4.62M
NOW
Service Now, Inc.

Technology
1.8K
+ 412.61%
$835.79 - $946.29 $1.5M - $1.7M
2.24K $1.87M
NEE
Nextera Energy Inc

Utilities
2.63K
+ 2.21%
$78.18 - $86.03 $206K - $226K
122K $10.4M
MU
Micron Technology Inc

Technology
5.15K
+ 242.54%
$181.6 - $253.3 $936K - $1.31M
7.28K $1.8M
PSLV
Sprott Physical Silver Trust

Financial Services
19.2K
+ 1.85%
$15.32 - $18.07 $294K - $347K
1.06M $17.7M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
28.7K
+ 5.5%
$46.2 - $46.85 $1.33M - $1.34M
551K $25.5M
MRK
Merck & Co., Inc.

Healthcare
2.6K
+ 2.16%
$82.49 - $92.93 $214K - $241K
123K $11.4M
IYF
Ishares Tr

ETFs
10.5K
+ 149.48%
$120.85 - $126.31 $1.26M - $1.32M
17.5K $2.16M
BND
Vanguard Bd Index Fd Inc Total

ETFs
16.3K
+ 118.03%
$74.09 - $75.1 $1.21M - $1.22M
30.1K $2.23M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
16.7K
+ 35.23%
$67.15 - $70.77 $1.12M - $1.18M
63.9K $4.45M
NFLX
Netflix Inc

Communication Services
28.1K
+ 1568.9%
$110.29 - $1241.35 $3.1M - $34.9M
29.9K $3.3M
INTC
Intel Corp

Technology
30.3K
+ 210.18%
$34.71 - $41.53 $1.05M - $1.26M
44.7K $1.55M
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.1K
+ 11.46%
$459.47 - $491.71 $965K - $1.03M
20.4K $9.62M
CAT
Caterpillar Inc

Industrials
59
+ 0.45%
$480.82 - $585.49 $28.4K - $34.5K
13.3K $7.35M
MSFT
Microsoft Corp

Technology
5.36K
+ 3.24%
$496.82 - $542.07 $2.66M - $2.9M
171K $86.6M
VB
Vanguard Small Cap ETF

ETFs
4.97K
+ 5.67%
$248.1 - $260.08 $1.23M - $1.29M
92.6K $23.1M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
32K
+ 4.32%
$25.17 - $25.38 $806K - $813K
774K $19.5M
PLD
Prologis, Inc.

Real Estate
2.02K
+ 3.56%
$111.23 - $127.18 $225K - $257K
58.8K $7.26M
RTX
Raytheon Technologies Corp

Industrials
1.48K
+ 2.56%
$157.0 - $179.44 $232K - $265K
59.3K $10.4M
JEPI
J P Morgan Exchange Traded Fd

ETFs
12.8K
+ 90.41%
$56.0 - $57.6 $716K - $737K
26.9K $1.53M
UGI
Ugi Corp

Utilities
9.04K
+ 3.56%
$31.75 - $34.96 $287K - $316K
263K $9.15M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
13.6K
+ 3.86%
$50.2 - $50.36 $683K - $685K
366K $18.4M
ITA
Ishares Tr

ETFs
3.47K
+ 177.74%
$205.04 - $218.9 $712K - $760K
5.43K $1.12M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.06K
+ 5.03%
$653.02 - $687.39 $689K - $725K
22K $14.7M
ORI
Old Republic International Corp

Financial Services
6.44K
+ 3.0%
$38.4 - $44.35 $247K - $285K
221K $9.79M
FTSL
First Trust Senior Ln Fund

ETFs
12.4K
+ 3.17%
$45.62 - $45.98 $567K - $571K
404K $18.6M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
24.8K
+ 25.58%
$25.48 - $25.62 $631K - $634K
122K $3.1M
XOM
Exxon Mobil Corp

Energy
1.82K
+ 2.35%
$110.64 - $119.78 $201K - $218K
79.3K $9.33M
AXP
American Express CO

Financial Services
758
+ 2.17%
$316.26 - $372.77 $240K - $283K
35.7K $12.2M
DVN
Devon Energy Corp

Energy
11.3K
+ 5.27%
$31.74 - $35.84 $359K - $405K
226K $8.09M
Activity Summary
Buys All Purchases 245 New Holdings 34 Increased Positions 211 Sells All Sells 174 Reductions 174 Sold out 0 Options Calls 0 Puts 0
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