Cyndeo Wealth Partners, LLC Portfolio Holdings

Cyndeo Wealth Partners, LLC

  • $1.74 Billion
  • Q4 2025

Cyndeo Wealth Partners, LLC has filed its 13F form on January 07, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.74 Billion distributed in 477 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $86.6M, Broadcom Inc. with a value of $62.4M, Apple Inc. with a value of $56.1M, Nvidia Corp with a value of $54.1M, and Amazon Com Inc with a value of $48.9M.

Examining the 13F form we can see an increase of $23.3M in the current position value, from $1.72B to 1.74B.

Cyndeo Wealth Partners, LLC is based out at St. Petersburg, FL

Below you can find more details about Cyndeo Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.74 Billion
ETFs: $529 Million
Technology: $373 Million
Financial Services: $223 Million
Healthcare: $147 Million
Consumer Cyclical: $117 Million
Industrials: $77.5 Million
Communication Services: $76.7 Million
Consumer Defensive: $72.7 Million
Other: $117 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$25.4 Million 1.46% of portfolio
944,969
Q4 2025 Added 4.55%
$0
$25.5 Million 1.46% of portfolio
550,911
Q4 2025 Added 5.5%
$0
$23.1 Million 1.33% of portfolio
92,620
Q4 2025 Added 5.67%
$65.3B
$20.5 Million 1.17% of portfolio
265,655
Q4 2025 Reduced 1.27%
$0
$19.5 Million 1.12% of portfolio
773,673
Q4 2025 Added 4.32%
$0
$19.2 Million 1.11% of portfolio
358,052
Q4 2025 Added 3.21%
$0
$18.6 Million 1.07% of portfolio
403,906
Q4 2025 Added 3.17%
$0
$18.5 Million 1.06% of portfolio
971,848
Q4 2025 Added 4.13%
$0
$18.4 Million 1.06% of portfolio
365,711
Q4 2025 Added 3.86%
$0
$18.5 Million 1.06% of portfolio
413,160
Q4 2025 Added 4.33%
$0
$18.1 Million 1.04% of portfolio
37,526
Q4 2025 Reduced 3.53%
$0
$16.3 Million 0.94% of portfolio
24,139
Q4 2025 Added 1.51%
$0
$14.7 Million 0.84% of portfolio
22,025
Q4 2025 Added 5.03%
$0
$11 Million 0.63% of portfolio
33,301
Q4 2025 Reduced 1.2%
$0
$9.54 Million 0.55% of portfolio
16,273
Q4 2025 Reduced 2.98%
$0
$9.62 Million 0.55% of portfolio
20,431
Q4 2025 Added 11.46%
$0
$7.23 Million 0.42% of portfolio
107,951
Q4 2025 Added 3.7%
$0
$6.95 Million 0.4% of portfolio
99,383
Q4 2025 Reduced 4.21%
$0
$6.51 Million 0.37% of portfolio
121,623
Q4 2025 Added 0.82%
$0
$6.08 Million 0.35% of portfolio
345,462
Q4 2025 Added 3.88%
$0
$5.91 Million 0.34% of portfolio
98,586
Q4 2025 Reduced 0.36%
$0
$5.11 Million 0.29% of portfolio
108,933
Q4 2025 Added 6.04%
$0
$4.88 Million 0.28% of portfolio
96,218
Q4 2025 Added 5.09%
$0
$4.8 Million 0.28% of portfolio
17,399
Q4 2025 Reduced 15.16%
$130B
$4.72 Million 0.27% of portfolio
12,558
Q4 2025 Reduced 0.51%
$0
$4.45 Million 0.26% of portfolio
63,926
Q4 2025 Added 35.23%
$0
$4.41 Million 0.25% of portfolio
92,000
Q4 2025 Reduced 1.12%
$0
$4.24 Million 0.24% of portfolio
132,565
Q4 2025 Reduced 14.06%
$0
$4.04 Million 0.23% of portfolio
6,689
Q4 2025 Reduced 1.15%
$0
$3.75 Million 0.22% of portfolio
146,311
Q4 2025 Added 9.39%
$0
$3.72 Million 0.21% of portfolio
49,894
Q4 2025 Reduced 6.79%
$0
$3.48 Million 0.2% of portfolio
137,330
Q4 2025 Added 17.68%
$0
$3.29 Million 0.19% of portfolio
109,838
Q4 2025 Reduced 16.55%
$0
$3.28 Million 0.19% of portfolio
43,079
Q4 2025 Reduced 7.22%
$0
$3.13 Million 0.18% of portfolio
37,107
Q4 2025 Added 5.56%
$0
$3.08 Million 0.18% of portfolio
25,775
Q4 2025 Added 0.61%
$0
$3.2 Million 0.18% of portfolio
28,340
Q4 2025 Reduced 3.08%
$0
$3.13 Million 0.18% of portfolio
58,306
Q4 2025 Added 13.16%
$0
$3.12 Million 0.18% of portfolio
5,055
Q4 2025 Added 127.91%
$0
$3.1 Million 0.18% of portfolio
121,517
Q4 2025 Added 25.58%
$0
$3.09 Million 0.18% of portfolio
32,791
Q4 2025 Reduced 3.15%
$0
$3.02 Million 0.17% of portfolio
10,497
Q4 2025 Added 99.45%
$0
$2.78 Million 0.16% of portfolio
61,017
Q4 2025 Reduced 17.87%
$0
$2.53 Million 0.15% of portfolio
12,375
Q4 2025 Added 26.65%
$0
$2.55 Million 0.15% of portfolio
28,718
Q4 2025 Added 2.84%
$0
$2.38 Million 0.14% of portfolio
38,732
Q4 2025 Reduced 1.05%
$0
$2.4 Million 0.14% of portfolio
12,073
Q4 2025 Added 15.0%
$0
$2.45 Million 0.14% of portfolio
44,686
Q4 2025 Reduced 1.19%
$0
$2.47 Million 0.14% of portfolio
56,713
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 477
  • Current Value $1.74 Billion
  • Prior Value $1.72 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 07, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 34 stocks
  • Additional Purchases 211 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 174 stocks
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