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
GIS
General Mills Inc

Consumer Defensive
7.02K
+ 7.66%
$62.78 - $74.62 $440K - $524K
98.7K $6.29M
PSLV
Sprott Physical Silver Trust

Financial Services
27.4K
+ 2.78%
$9.65 - $11.76 $265K - $322K
1.01M $9.77M
URA
Global X Uranium ETF

ETFs
5.37K
+ 1.43%
$26.78 - $33.46 $144K - $180K
380K $10.2M
AMAT
Applied Materials Inc

Technology
60
+ 0.41%
$161.44 - $213.89 $9.69K - $12.8K
14.6K $2.37M
ADI
Analog Devices Inc

Technology
651
+ 1.58%
$206.35 - $236.48 $134K - $154K
41.9K $8.9M
TMO
Thermo Fisher Scientific Inc.

Healthcare
37
+ 0.59%
$501.29 - $612.85 $18.5K - $22.7K
6.3K $3.28M
LLY
Eli Lilly & CO

Healthcare
832
+ 7.52%
$727.2 - $932.06 $605K - $775K
11.9K $9.18M
JNJ
Johnson & Johnson

Healthcare
2.33K
+ 3.89%
$143.34 - $165.86 $334K - $386K
62.2K $8.99M
NEE
Nextera Energy Inc

Utilities
9.19K
+ 8.3%
$69.77 - $85.43 $641K - $785K
120K $8.59M
VZ
Verizon Communications Inc

Communication Services
5.83K
+ 2.88%
$39.6 - $45.21 $231K - $264K
208K $8.33M
PLD
Prologis, Inc.

Real Estate
2.31K
+ 4.38%
$101.4 - $126.96 $234K - $293K
54.9K $5.81M
XOM
Exxon Mobil Corp

Energy
303
+ 0.33%
$105.51 - $125.37 $32K - $38K
92.2K $9.92M
AMD
Advanced Micro Devices Inc

Technology
9
+ 0.04%
$118.88 - $172.8 $1.07K - $1.56K
23.7K $2.86M
UNH
Unitedhealth Group Inc

Healthcare
1.27K
+ 4.41%
$485.52 - $625.25 $618K - $796K
30.1K $15.2M
ABBV
Abb Vie Inc.

Healthcare
954
+ 0.7%
$164.99 - $203.87 $157K - $194K
137K $24.3M
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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