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
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
XEL
Xcel Energy Inc

Utilities
206
+ 6.68%
$62.16 - $72.92 $12.8K - $15K
3.29K $222K
PDP
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.02%
$102.88 - $117.55 $103 - $118
4.93K $529K
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
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
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
IEF
Ishares Barclays

ETFs
230
+ 7.75%
$92.08 - $98.18 $21.2K - $22.6K
3.2K $295K
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
J P Morgan Exchange Traded F
3.2K
+ 4.78%
N/A
70.1K $0
JUCY
ETF Ser Solutions Aptus Enhanc
2.99K
+ 7.74%
N/A
41.5K $0
Dimensional ETF Trust
591
+ 4.06%
N/A
15.2K $0
Dimensional ETF Trust
1.96K
+ 3.16%
N/A
63.9K $0
Dimensional ETF Trust
2.32K
+ 2.27%
N/A
104K $0
Linde PLC
659
+ 4.46%
N/A
15.4K $0
TTAI
Fcf International Quality ETF
3.5K
+ 8.08%
N/A
46.9K $0
Ark 21 Shares Bitcoin ETF
18.5K
+ 15.29%
N/A
140K $0
Capital Grp Fixed Incm ETF T
12
+ 0.12%
N/A
10.3K $0
Prospect Cap Corp
32K
+ 133.33%
N/A
56K $0
CGMU
Capital Group Core Plus Income
42
+ 0.29%
N/A
14.5K $0
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
37
+ 0.38%
$50.62 - $50.97 $1.87K - $1.89K
9.81K $497K
Blackrock ETF Trust Ii
8.36K
+ 8.0%
N/A
113K $0
MMD
Main Stay Mac Kay Defined Term Municipal Opportunities Fund

Financial Services
2.08K
+ 12.41%
$14.59 - $16.93 $30.4K - $35.2K
18.8K $281K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
1.96K
+ 2.27%
$47.98 - $49.47 $93.9K - $96.8K
88.1K $4.25M
SYY
Sysco Corp

Consumer Defensive
26
+ 0.77%
$73.63 - $81.77 $1.91K - $2.13K
3.39K $259K
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
2
+ 0.02%
$23.42 - $24.2 $46.8 - $48.4
11.7K $273K
FVD
First Tr Value Line Divid Inde

ETFs
44
+ 0.76%
$43.4 - $46.7 $1.91K - $2.05K
5.87K $256K
FIS
Fidelity National Information Services, Inc.

Technology
5
+ 0.15%
$80.14 - $90.95 $401 - $455
3.3K $266K
EEM
Ishares Msci Emerging Markets

ETFs
2.26K
+ 8.74%
$41.82 - $47.36 $94.5K - $107K
28.1K $1.18M
CTAS
Cintas Corp

Industrials
410
+ 11.0%
$182.7 - $226.47 $74.9K - $92.9K
4.14K $756K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
8
+ 0.15%
$91.94 - $100.02 $736 - $800
5.18K $480K
LQD
Ishares Iboxx $ Investment Gra

ETFs
1
+ 0.04%
$106.56 - $113.11 $107 - $113
2.42K $258K
DELL
Dell Technologies Inc.

Technology
10
+ 0.22%
$111.96 - $144.21 $1.12K - $1.44K
4.64K $534K
MGV
Vanguard Mega Cap Value

ETFs
24
+ 0.32%
$124.06 - $133.48 $2.98K - $3.2K
7.44K $929K
ITW
Illinois Tool Works Inc

Industrials
1
+ 0.03%
$253.56 - $278.5 $254 - $279
3.2K $810K
DGS
Wisdomtree Emerging Markets Sm

ETFs
8
+ 0.14%
$48.87 - $53.53 $391 - $428
5.83K $285K
NOC
Northrop Grumman Corp

Industrials
50
+ 5.39%
$466.52 - $543.88 $23.3K - $27.2K
978 $458K
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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