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
PG
Procter & Gamble CO

Consumer Defensive
1.55K
+ 2.91%
$161.05 - $179.7 $250K - $279K
55K $9.22M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1
+ 0.01%
$71.75 - $75.11 $71.8 - $75.1
10.9K $784K
DUK
Duke Energy Corp

Utilities
21
+ 0.39%
$105.76 - $120.76 $2.22K - $2.54K
5.36K $577K
DTE
Dte Energy CO

Utilities
2.97K
+ 5.71%
$117.04 - $129.77 $347K - $385K
54.9K $6.63M
SOXX
Ishares Semiconductor ETF

ETFs
54
+ 1.48%
$211.27 - $239.8 $11.4K - $12.9K
3.7K $798K
KMB
Kimberly Clark Corp

Consumer Defensive
116
+ 2.19%
$130.37 - $146.09 $15.1K - $16.9K
5.41K $709K
IEFA
Ishares Tr

ETFs
1.85K
+ 8.13%
$70.06 - $77.43 $130K - $143K
24.6K $1.73M
MMM
3 M CO

Industrials
6
+ 0.09%
$124.74 - $137.12 $748 - $823
6.69K $863K
SLG
Sl Green Realty Corp

Real Estate
1.76K
+ 1.75%
$66.24 - $81.13 $117K - $143K
102K $6.95M
SO
Southern CO

Utilities
19
+ 0.29%
$81.5 - $94.15 $1.55K - $1.79K
6.54K $538K
SPGI
S&P Global Inc.

Financial Services
110
+ 1.86%
$480.36 - $529.17 $52.8K - $58.2K
6.03K $3M
BLDR
Builders First Source, Inc.

Industrials
119
+ 7.57%
$142.93 - $198.25 $17K - $23.6K
1.69K $241K
GE
General Electric CO

Industrials
10
+ 0.33%
$159.95 - $194.23 $1.6K - $1.94K
3.09K $514K
ORCL
Oracle Corp

Technology
1.24K
+ 1.7%
$165.41 - $192.43 $205K - $239K
74.4K $12.4M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
609
+ 3.34%
$209.89 - $233.24 $128K - $142K
18.8K $4M
NVS
Novartis Ag

Healthcare
123
+ 2.67%
$96.78 - $117.18 $11.9K - $14.4K
4.73K $459K
MDT
Medtronic PLC

Healthcare
51
+ 0.69%
$79.61 - $92.24 $4.06K - $4.7K
7.45K $595K
TGT
Target Corp

Consumer Defensive
227
+ 4.54%
$121.59 - $160.69 $27.6K - $36.5K
5.23K $707K
TT
Trane Technologies PLC

Industrials
235
+ 2.67%
$369.35 - $419.14 $86.8K - $98.5K
9.04K $3.34M
WCN
Waste Connections, Inc.

Industrials
15
+ 0.11%
$171.06 - $193.25 $2.57K - $2.9K
13.4K $2.31M
AEP
American Electric Power CO Inc

Utilities
412
+ 3.26%
$90.91 - $102.21 $37.5K - $42.1K
13.1K $1.2M
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
CB
Chubb LTD

Financial Services
237
+ 1.25%
$271.57 - $301.89 $64.4K - $71.5K
19.1K $5.29M
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
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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