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
$2.46 Million 0.14% of portfolio
24,615
Q4 2025 Reduced 2.17%
$0
$2.21 Million 0.13% of portfolio
9,697
Q4 2025 Reduced 2.4%
$0
$2.32 Million 0.13% of portfolio
80,133
Q4 2025 New
$0
$2.23 Million 0.13% of portfolio
30,079
Q4 2025 Added 118.03%
$0
$2.08 Million 0.12% of portfolio
14,192
Q4 2025 Reduced 1.87%
$0
$2.03 Million 0.12% of portfolio
84,482
Q4 2025 New
$0
$2.08 Million 0.12% of portfolio
90,073
Q4 2025 Added 4.1%
$0
$2.16 Million 0.12% of portfolio
17,451
Q4 2025 Added 149.48%
$0
$1.86 Million 0.11% of portfolio
18,144
Q4 2025 Added 1.29%
$0
$1.93 Million 0.11% of portfolio
5,246
Q4 2025 Added 459.28%
$0
$1.86 Million 0.11% of portfolio
82,105
Q4 2025 Added 2.29%
$0
$1.93 Million 0.11% of portfolio
38,203
Q4 2025 New
$0
$1.66 Million 0.1% of portfolio
28,515
Q4 2025 Reduced 2.8%
$0
$1.66 Million 0.1% of portfolio
22,809
Q4 2025 Added 4.05%
$0
$1.78 Million 0.1% of portfolio
25,322
Q4 2025 Reduced 39.68%
$0
$1.72 Million 0.1% of portfolio
6,402
Q4 2025 Reduced 2.69%
$0
$1.63 Million 0.09% of portfolio
5,690
Q4 2025 Added 2.71%
$0
$1.53 Million 0.09% of portfolio
26,937
Q4 2025 Added 90.41%
$0
$1.57 Million 0.09% of portfolio
20,876
Q4 2025 Added 13.28%
$0
$1.5 Million 0.09% of portfolio
32,157
Q4 2025 Reduced 2.84%
$0
$1.63 Million 0.09% of portfolio
85,972
Q4 2025 Reduced 12.66%
$0
$1.38 Million 0.08% of portfolio
18,399
Q1 2025 Reduced 29.87%
$0
$1.4 Million 0.08% of portfolio
25,500
Q3 2025 Added 0.68%
$0
$1.46 Million 0.08% of portfolio
15,697
Q4 2025 Added 2.13%
$0
$1.23 Million 0.07% of portfolio
12,864
Q4 2025 Added 13.0%
$0
$1.18 Million 0.07% of portfolio
20,312
Q4 2025 Reduced 2.93%
$0
$1.19 Million 0.07% of portfolio
11,011
Q4 2025 Added 0.07%
$0
$1.24 Million 0.07% of portfolio
13,554
Q4 2025 Added 33.43%
$0
$1.18 Million 0.07% of portfolio
5,177
Q4 2025 Added 1.63%
$0
$1.21 Million 0.07% of portfolio
4,156
Q4 2025 Reduced 0.36%
$0
$1.3 Million 0.07% of portfolio
27,721
Q4 2025 Reduced 0.79%
$0
$1.02 Million 0.06% of portfolio
10,618
Q4 2025 Added 3.24%
$0
$1.05 Million 0.06% of portfolio
9,800
Q3 2025 Reduced 2.74%
$0
$1.07 Million 0.06% of portfolio
3,692
Q4 2025 Added 1.71%
$0
$982,000 0.06% of portfolio
36,801
Q4 2025 New
$0
$1.13 Million 0.06% of portfolio
2,763
Q4 2025 Reduced 7.41%
$0
$1.12 Million 0.06% of portfolio
5,427
Q4 2025 Added 177.74%
$0
$1.06 Million 0.06% of portfolio
11,569
Q4 2025 Added 99.81%
$0
$1.1 Million 0.06% of portfolio
3,907
Q4 2025 New
$0
$1.12 Million 0.06% of portfolio
12,760
Q4 2025 New
$0
$1.09 Million 0.06% of portfolio
26,600
Q2 2025 Reduced 42.92%
$0
$998,000 0.06% of portfolio
14,598
Q3 2025 Reduced 0.5%
$0
$794,000 0.05% of portfolio
15,612
Q4 2025 New
$0
$792,000 0.05% of portfolio
10,153
Q4 2022 New
$0
$932,000 0.05% of portfolio
9,855
Q4 2025 Added 3.28%
$0
$877,000 0.05% of portfolio
6,335
Q4 2025 Reduced 17.62%
$0
$947,000 0.05% of portfolio
3,561
Q4 2025 Reduced 4.51%
$0
$893,000 0.05% of portfolio
9,402
Q4 2025 Added 8.58%
$0
$943,000 0.05% of portfolio
13,303
Q4 2025 Added 1.99%

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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