Cyndeo Wealth Partners, LLC Reduced Holdings in Q4 2024

Cyndeo Wealth Partners, LLC

  • $1.42 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GWW
W.W. Grainger, Inc.

Industrials
-5
- 1.85%
$1023.06 - $1220.93 $5.12K - $6.1K
265 $279K
Calamos ETF Tr
-1.23K
- 11.83%
N/A
9.17K $0
Ge Vernova Inc
-19
- 2.28%
N/A
816 $0
PIZ
Invesco Exchange Traded Fd Tr
-2.34K
- 8.78%
N/A
24.3K $0
Pimco ETF Tr
-5.18K
- 37.36%
N/A
8.69K $0
VGT
Vanguard Information Technolog

ETFs
-10
- 2.7%
$571.78 - $647.97 $5.72K - $6.48K
360 $223K
SRE
Sempra Energy

Utilities
-11
- 0.26%
$80.81 - $94.77 $889 - $1.04K
4.29K $376K
FYX
First Tr Small Cap Core Alphad

ETFs
-20
- 0.15%
$96.51 - $110.53 $1.93K - $2.21K
12.9K $1.3M
FICO
Fair Isaac Corp

Technology
-1
- 0.19%
$1911.01 - $2382.4 $1.91K - $2.38K
519 $1.03M
BK
Bank Of New York Mellon Corp

Financial Services
-53
- 0.93%
$70.82 - $81.87 $3.75K - $4.34K
5.65K $433K
NTRS
Northern Trust Corp

Financial Services
-7
- 0.23%
$88.4 - $111.16 $619 - $778
3.1K $317K
ROK
Rockwell Automation, Inc

Industrials
-9
- 0.35%
$264.65 - $302.92 $2.38K - $2.73K
2.57K $735K
BMY
Bristol Myers Squibb CO

Healthcare
-5
- 0.05%
$51.92 - $59.94 $260 - $300
9.53K $539K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-53
- 0.9%
$45.39 - $62.98 $2.41K - $3.34K
5.83K $331K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-31
- 1.06%
$316.94 - $357.88 $9.83K - $11.1K
2.89K $993K
C
Citigroup Inc

Financial Services
-73
- 0.98%
$61.31 - $72.5 $4.48K - $5.29K
7.41K $521K
ACHR
Archer Aviation Inc.

Industrials
-2K
- 16.67%
$2.94 - $11.33 $5.88K - $22.7K
10K $97K
IYW
Ishares Dj Us Tech ETF

ETFs
-209
- 1.64%
$148.14 - $166.23 $31K - $34.7K
12.5K $2M
MCK
Mckesson Corp

Healthcare
-2
- 0.21%
$482.27 - $628.5 $965 - $1.26K
952 $542K
DIS
Walt Disney CO

Communication Services
-341
- 4.08%
$92.39 - $117.6 $31.5K - $40.1K
8.01K $891K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-83
- 1.55%
$370.24 - $418.94 $30.7K - $34.8K
5.29K $2.12M
DFS
Discover Financial Services

Financial Services
-14
- 0.4%
$136.3 - $182.67 $1.91K - $2.56K
3.45K $597K
BAC
Bank Of America Corp

Financial Services
-141
- 0.48%
$39.22 - $47.77 $5.53K - $6.74K
29K $1.27M
MRVL
Marvell Technology, Inc.

Technology
-60
- 1.53%
$70.31 - $124.78 $4.22K - $7.49K
3.87K $427K
WMT
Walmart Inc.

Consumer Defensive
-796
- 3.11%
$79.1 - $95.7 $63K - $76.2K
24.8K $2.24M
WFC
Wells Fargo & Company

Financial Services
-106
- 0.78%
$54.98 - $77.35 $5.83K - $8.2K
13.5K $949K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
-1.56K
- 1.54%
$42.05 - $48.31 $65.5K - $75.2K
99.5K $4.6M
GS
Goldman Sachs Group Inc

Financial Services
-1
- 0.03%
$486.1 - $608.57 $486 - $609
3.77K $2.16M
HON
Honeywell International Inc

Industrials
-1.3K
- 3.37%
$202.84 - $236.0 $264K - $308K
37.4K $8.44M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-686
- 1.58%
$47.29 - $84.74 $32.4K - $58.1K
42.9K $3.19M
CRM
Salesforce, Inc.

Technology
-461
- 2.21%
$270.87 - $367.87 $125K - $170K
20.4K $6.82M
GOOGL
Alphabet Inc.

Communication Services
-425
- 0.4%
$161.86 - $196.66 $68.8K - $83.6K
106K $20M
PLTR
Palantir Technologies Inc.

Technology
-1.18K
- 0.69%
$36.46 - $82.38 $43.1K - $97.5K
169K $12.8M
AVGO
Broadcom Inc.

Technology
-750
- 0.55%
$159.67 - $250.0 $120K - $188K
137K $31.7M
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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