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
HYD
Vaneck High Yield Muni ETF

ETFs
6.76K
+ 6.2%
$51.09 - $53.06 $345K - $359K
116K $6.01M
IBMP
Ishares Tr Ibonds December 202

ETFs
10.2K
+ 7.88%
$25.08 - $25.43 $257K - $260K
140K $3.52M
PANW
Palo Alto Networks Inc

Technology
7.67K
+ 103.53%
$181.96 - $405.9 $1.4M - $3.11M
15.1K $2.75M
ACN
Accenture PLC

Technology
713
+ 2.58%
$343.9 - $376.86 $245K - $269K
28.3K $9.96M
INTU
Intuit Inc

Technology
244
+ 3.69%
$602.01 - $706.25 $147K - $172K
6.86K $4.31M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
610
+ 0.67%
$49.03 - $53.35 $29.9K - $32.5K
91.5K $4.69M
BXSL
Blackstone Secured Lending Fund

Financial Services
706
+ 1.31%
$29.25 - $33.27 $20.7K - $23.5K
54.6K $1.77M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
450
+ 15.9%
$442.29 - $483.08 $199K - $217K
3.28K $1.49M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
7.12K
+ 4.47%
$26.55 - $26.67 $189K - $190K
166K $4.43M
PH
Parker Hannifin Corp

Industrials
235
+ 5.57%
$621.74 - $709.46 $146K - $167K
4.46K $2.83M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.37K
+ 28.55%
$99.04 - $109.59 $235K - $260K
10.7K $1.06M
ICVT
Ishares Tr Convertible Bond Et

ETFs
1.54K
+ 53.4%
$83.09 - $89.28 $128K - $137K
4.42K $375K
PGR
Progressive Corp

Financial Services
1.15K
+ 11.45%
$239.6 - $268.88 $274K - $308K
11.1K $2.67M
QCOM
Qualcomm Inc

Technology
1.1K
+ 34.7%
$150.4 - $178.04 $165K - $195K
4.26K $654K
WM
Waste Management Inc

Industrials
619
+ 24.11%
$201.79 - $228.46 $125K - $141K
3.19K $642K
APO
Apollo Global Management, Inc.

Financial Services
3
+ 0.11%
$131.36 - $178.61 $394 - $536
2.69K $444K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.78K
+ 7.63%
$44.33 - $49.55 $123K - $138K
39.2K $1.76M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
4.31K
+ 3.67%
$74.71 - $79.24 $322K - $342K
122K $9.35M
CRWD
Crowd Strike Holdings, Inc.

Technology
5
+ 0.32%
$275.15 - $388.2 $1.38K - $1.94K
1.59K $544K
PAVE
Global X Fds Us Infrastructure

ETFs
2.89K
+ 10.85%
$40.41 - $45.95 $117K - $133K
29.5K $1.19M
XAR
Spdr S&P Aerospace & Defense E

ETFs
322
+ 6.52%
$153.8 - $176.52 $49.5K - $56.8K
5.26K $872K
AXP
American Express CO

Financial Services
99
+ 4.33%
$267.35 - $305.57 $26.5K - $30.3K
2.38K $707K
ABT
Abbott Laboratories

Healthcare
2.18K
+ 1.23%
$111.93 - $119.39 $244K - $260K
179K $20.2M
JBBB
Janus Detroit Str Tr Henderson

ETFs
1.57K
+ 11.96%
$48.59 - $49.45 $76.5K - $77.8K
14.7K $724K
VO
Vanguard Mid Cap ETF

ETFs
282
+ 2.73%
$261.5 - $284.63 $73.7K - $80.3K
10.6K $2.8M
RDVY
First Trust Rising Dividend Ac

ETFs
1.29K
+ 20.4%
$58.65 - $64.37 $75.5K - $82.8K
7.6K $449K
DE
Deere & CO

Industrials
150
+ 16.67%
$389.45 - $466.0 $58.4K - $69.9K
1.05K $444K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
4.34K
+ 6.78%
$22.39 - $23.45 $97.1K - $102K
68.3K $1.57M
PHYS
Sprott Physical Gold Trust

Financial Services
11.5K
+ 1.76%
$19.66 - $21.66 $226K - $249K
667K $13.4M
CASY
Caseys General Stores Inc

Consumer Cyclical
14
+ 0.52%
$366.65 - $427.88 $5.13K - $5.99K
2.73K $1.08M
EMR
Emerson Electric CO

Industrials
17
+ 0.42%
$108.13 - $134.33 $1.84K - $2.28K
4.05K $502K
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
PMO
Putnam Municipal Opportunities Trust

Financial Services
5.84K
+ 17.8%
$10.01 - $10.93 $58.4K - $63.8K
38.6K $391K
CMI
Cummins Inc

Industrials
25
+ 2.41%
$324.93 - $383.42 $8.12K - $9.59K
1.06K $370K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
187
+ 1.11%
$65.31 - $74.15 $12.2K - $13.9K
17K $1.15M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
7
+ 0.27%
$521.84 - $558.82 $3.65K - $3.91K
2.59K $1.39M
PNC
Pnc Financial Services Group, Inc.

Financial Services
94
+ 5.96%
$178.39 - $215.0 $16.8K - $20.2K
1.67K $322K
TMUS
T Mobile Us, Inc.

Communication Services
32
+ 2.05%
$206.1 - $246.94 $6.6K - $7.9K
1.6K $352K
PSX
Phillips 66

Energy
3.53K
+ 16.62%
$110.35 - $138.93 $390K - $491K
24.8K $2.82M
MBB
Ishares Tr

ETFs
725
+ 8.02%
$91.26 - $95.82 $66.2K - $69.5K
9.77K $895K
TXN
Texas Instruments Inc

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