Cyndeo Wealth Partners, LLC Incresed Positions in Q4 2024

Cyndeo Wealth Partners, LLC

  • $1.42 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
1.96K
+ 1.01%
$180.88 - $232.93 $354K - $456K
196K $43.1M
AAPL
Apple Inc.

Technology
7.67K
+ 4.39%
$221.69 - $259.02 $1.7M - $1.99M
182K $45.7M
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
VB
Vanguard Small Cap ETF

ETFs
9.17K
+ 13.1%
$233.76 - $261.58 $2.14M - $2.4M
79.2K $19M
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
BIT
Black Rock Multi Sector Income Trust

Financial Services
126K
+ 28.78%
$14.25 - $15.15 $1.8M - $1.91M
564K $8.23M
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
JWN
Nordstrom Inc

Consumer Cyclical
13K
+ 4.69%
$21.42 - $24.9 $279K - $324K
291K $7.02M
VTRS
Viatris Inc

Healthcare
19.9K
+ 3.67%
$11.32 - $13.37 $225K - $266K
561K $6.98M
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
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
ORI
Old Republic International Corp

Financial Services
7.28K
+ 3.96%
$34.4 - $38.98 $250K - $284K
191K $6.91M
MA
Mastercard Inc

Financial Services
164
+ 1.69%
$491.3 - $536.15 $80.6K - $87.9K
9.9K $5.21M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
8.17K
+ 26.24%
$51.58 - $52.91 $421K - $432K
39.3K $2.03M
EFG
Msci Eafe Growth ETF

ETFs
6.14K
+ 30.8%
$96.83 - $106.88 $595K - $657K
26.1K $2.53M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
7.48K
+ 2.37%
$50.0 - $50.27 $374K - $376K
324K $16.2M
TFC
Truist Financial Corp

Financial Services
5.68K
+ 3.42%
$41.51 - $48.1 $236K - $273K
172K $7.44M
MLN
Vaneck Long Muni ETF

ETFs
28.3K
+ 6.94%
$17.61 - $18.29 $497K - $517K
436K $7.79M
QQQ
Invesco Qqq Trust, Series 1

ETFs
476
+ 16.52%
$481.22 - $538.17 $229K - $256K
3.36K $1.72M
CNA
Cna Financial Corp

Financial Services
7.77K
+ 6.24%
$46.76 - $50.95 $363K - $396K
132K $6.4M
FTSL
First Trust Senior Ln Fund

ETFs
3.65K
+ 1.0%
$45.9 - $46.48 $167K - $170K
368K $17M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
153
+ 6.1%
$1146.59 - $1270.6 $175K - $194K
2.66K $3.16M
EPD
Enterprise Products Partners L.P.

Energy
269
+ 0.24%
$28.66 - $34.43 $7.71K - $9.26K
111K $3.49M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
22.7K
+ 3.43%
$24.55 - $25.16 $558K - $572K
685K $16.9M
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
Track This Portfolio

Track Cyndeo Wealth Partners, LLC Portfolio

Follow Cyndeo Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cyndeo Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cyndeo Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email