Cyndeo Wealth Partners, LLC Sells in Q1 2025

Cyndeo Wealth Partners, LLC

  • $1.47 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VONV
Vanguard Russell 1000 Value Et

ETFs
-3.32K
- 39.42%
$80.21 - $86.14 $266K - $286K
5.11K $417K
CGXU
Capital Group Intl Focus Equit

ETFs
-11.2K
- 8.21%
$24.59 - $26.59 $276K - $298K
126K $3.11M
IYW
Ishares Dj Us Tech ETF

ETFs
-92
- 0.74%
$140.44 - $166.79 $12.9K - $15.3K
12.4K $1.74M
O
Realty Income Corp

Real Estate
-4.71K
- 40.24%
$51.67 - $58.49 $244K - $276K
7K $406K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-5.6K
- 17.82%
$42.4 - $44.11 $237K - $247K
25.8K $1.13M
SBUX
Starbucks Corp

Consumer Cyclical
-2.97K
- 23.6%
$91.75 - $115.81 $272K - $344K
9.62K $943K
MAR
Marriott International Inc

Consumer Cyclical
-447
- 18.84%
$237.01 - $304.45 $106K - $136K
1.93K $458K
MBB
Ishares Tr

ETFs
-2.3K
- 23.51%
$90.37 - $94.08 $207K - $216K
7.47K $700K
TGT
Target Corp

Consumer Defensive
-307
- 5.87%
$103.65 - $142.5 $31.8K - $43.7K
4.93K $513K
TIP
Ishares Tr Tips Bd ETF

ETFs
-1.96K
- 36.35%
$106.22 - $111.09 $208K - $217K
3.42K $380K
PEP
Pepsico Inc

Consumer Defensive
-1.03K
- 6.82%
$142.64 - $156.42 $146K - $160K
14K $2.1M
DELL
Dell Technologies Inc.

Technology
-562
- 12.12%
$90.34 - $124.66 $50.8K - $70.1K
4.07K $371K
MFC
Manulife Financial Corp

Financial Services
-5.04K
- 40.89%
$28.41 - $31.82 $143K - $160K
7.28K $226K
FYX
First Tr Small Cap Core Alphad

ETFs
-45
- 0.35%
$89.26 - $104.61 $4.02K - $4.71K
12.9K $1.16M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-150
- 5.79%
$507.05 - $563.67 $76.1K - $84.6K
2.44K $1.25M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-1.99K
- 24.74%
$51.45 - $58.51 $103K - $117K
6.06K $313K
STX
Seagate Technology Holdings PLC

Technology
-1.3K
- 10.85%
$84.92 - $108.42 $110K - $141K
10.7K $905K
PAVE
Global X Fds Us Infrastructure

ETFs
-951
- 3.22%
$37.31 - $43.82 $35.5K - $41.7K
28.6K $1.08M
EOG
Eog Resources Inc

Energy
-978
- 27.34%
$120.54 - $138.05 $118K - $135K
2.6K $333K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-11
- 0.38%
$307.43 - $357.48 $3.38K - $3.93K
2.88K $888K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-71
- 9.49%
$634.14 - $744.83 $45K - $52.9K
677 $429K
TDG
Trans Digm Group Inc

Industrials
-261
- 11.55%
$1251.32 - $1394.11 $327K - $364K
2K $2.77M
BAC
Bank Of America Corp

Financial Services
-786
- 2.71%
$39.61 - $47.74 $31.1K - $37.5K
28.2K $1.18M
VBK
Vanguard Small Cap Growth ETF

ETFs
-95
- 3.59%
$247.97 - $296.33 $23.6K - $28.2K
2.55K $645K
DEO
Diageo PLC

Consumer Defensive
-396
- 17.08%
$104.79 - $126.12 $41.5K - $49.9K
1.92K $201K
DAL
Delta Air Lines, Inc.

Industrials
-151
- 3.15%
$43.6 - $69.06 $6.58K - $10.4K
4.65K $202K
RJF
Raymond James Financial Inc

Financial Services
-21
- 0.44%
$137.62 - $172.64 $2.89K - $3.63K
4.76K $660K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-2.77K
- 14.73%
$208.48 - $244.03 $578K - $677K
16K $3.92M
ROK
Rockwell Automation, Inc

Industrials
-36
- 1.4%
$255.29 - $303.75 $9.19K - $10.9K
2.54K $655K
CRWD
Crowd Strike Holdings, Inc.

Technology
-274
- 17.21%
$308.86 - $455.36 $84.6K - $125K
1.32K $464K
SHW
Sherwin Williams CO

Basic Materials
-516
- 4.76%
$330.16 - $365.55 $170K - $189K
10.3K $3.6M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-383
- 2.49%
$45.72 - $51.73 $17.5K - $19.8K
15K $690K
T
At&T Inc.

Communication Services
-10.7K
- 26.2%
$21.56 - $28.28 $231K - $303K
30.2K $853K
ETN
Eaton Corp PLC

Industrials
-5
- 0.4%
$271.83 - $371.23 $1.36K - $1.86K
1.25K $339K
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
-1.1K
- 7.36%
$23.71 - $27.77 $26K - $30.5K
13.8K $328K
CMCSA
Comcast Corp

Communication Services
-1.82K
- 16.71%
$33.19 - $38.23 $60.2K - $69.4K
9.05K $333K
VIG
Vanguard Dividend Appreciation

ETFs
-403
- 13.23%
N/A
2.64K $481K
DFS
Discover Financial Services

Financial Services
-353
- 10.23%
$152.99 - $203.25 $54K - $71.7K
3.1K $528K
LOW
Lowes Companies Inc

Consumer Cyclical
-11
- 0.23%
$222.66 - $268.42 $2.45K - $2.95K
4.88K $1.14M
EMR
Emerson Electric CO

Industrials
-47
- 1.16%
$108.64 - $131.17 $5.11K - $6.16K
4.01K $439K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-512
- 9.09%
$58.81 - $68.2 $30.1K - $34.9K
5.12K $305K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-740
- 12.91%
$100.59 - $103.47 $74.4K - $76.6K
4.99K $516K
BOND
Pimco Active Bond Exchange Tra

ETFs
-857
- 7.82%
$89.27 - $92.9 $76.5K - $79.6K
10.1K $933K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-54
- 0.93%
$47.25 - $67.02 $2.55K - $3.62K
5.78K $274K
ET
Energy Transfer LP

Energy
-2.19K
- 15.75%
$17.26 - $21.08 $37.8K - $46.2K
11.7K $217K
MPC
Marathon Petroleum Corp

Energy
-492
- 17.22%
$134.72 - $159.03 $66.3K - $78.2K
2.37K $344K
DOW
Dow Inc.

Basic Materials
-41
- 0.41%
$34.36 - $41.92 $1.41K - $1.72K
9.92K $346K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-1.09K
- 10.27%
$49.22 - $51.73 $53.4K - $56.1K
9.48K $478K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-970
- 11.1%
$51.52 - $52.37 $50K - $50.8K
7.77K $407K
Activity Summary
Buys All Purchases 235 New Holdings 41 Increased Positions 194 Sells All Sells 172 Reductions 172 Sold out 0 Options Calls 0 Puts 0
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