Cyndeo Wealth Partners, LLC Portfolio Holdings

Cyndeo Wealth Partners, LLC

  • $1.72 Billion
  • Q3 2025

Cyndeo Wealth Partners, LLC has filed its 13F form on October 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.72 Billion distributed in 474 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $85.6M, Broadcom Inc. with a value of $59.3M, Nvidia Corp with a value of $52.5M, Apple Inc. with a value of $52M, and Amazon Com Inc with a value of $45.1M.

Examining the 13F form we can see an increase of $103M in the current position value, from $1.61B to 1.72B.

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 $1.72 Billion
ETFs: $511 Million
Technology: $376 Million
Financial Services: $227 Million
Healthcare: $133 Million
Consumer Cyclical: $116 Million
Consumer Defensive: $83.8 Million
Communication Services: $82.7 Million
Industrials: $80.7 Million
Other: $102 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$139B
$59.3 Million 3.45% of portfolio
179,765
Q3 2025 Reduced 4.5%
$170B
$14.1 Million 0.82% of portfolio
97,880
Q3 2025 Reduced 25.0%
$32.2B
$13.5 Million 0.78% of portfolio
225,284
Q2 2025 Added 0.09%
$104B
$12.4 Million 0.72% of portfolio
187,765
Q3 2025 Reduced 1.16%
$172B
$10.6 Million 0.62% of portfolio
240,538
Q3 2025 Reduced 0.09%
$136B
$9.92 Million 0.58% of portfolio
41,963
Q3 2025 Reduced 2.35%
$13.7B
$9.1 Million 0.53% of portfolio
214,286
Q3 2025 Reduced 0.61%
$74.3B
$9.02 Million 0.53% of portfolio
142,423
Q3 2025 Reduced 0.43%
$168B
$8.98 Million 0.52% of portfolio
118,952
Q3 2025 Reduced 0.02%
$14.7B
$9.01 Million 0.52% of portfolio
110,494
Q3 2025 Added 2,407.24%
$26.6B
$8.7 Million 0.51% of portfolio
61,483
Q3 2025 Reduced 0.92%
$118B
$8.59 Million 0.5% of portfolio
34,976
Q3 2025 Added 0.29%
$104B
$8.38 Million 0.49% of portfolio
28,548
Q3 2025 Reduced 9.47%
$61.6B
$8.36 Million 0.49% of portfolio
295,386
Q3 2025 Reduced 0.11%
$11.6B
$8.5 Million 0.49% of portfolio
78,279
Q3 2025 New
$23.5B
$7.52 Million 0.44% of portfolio
214,507
Q3 2025 Reduced 0.11%
$26.3B
$7.24 Million 0.42% of portfolio
38,683
Q3 2025 Added 0.19%
$183B
$7 Million 0.41% of portfolio
24,794
Q3 2025 Reduced 0.64%
$123B
$6.88 Million 0.4% of portfolio
24,368
Q3 2025 Reduced 8.88%
$14.1B
$6.64 Million 0.39% of portfolio
637,705
Q3 2025 Added 0.46%
$96.9B
$6.48 Million 0.38% of portfolio
15,349
Q3 2025 Reduced 1.91%
$114B
$6.5 Million 0.38% of portfolio
56,761
Q3 2025 Reduced 0.96%
$41.4B
$6.12 Million 0.36% of portfolio
68,268
Q3 2025 Reduced 0.88%
$177B
$5.8 Million 0.34% of portfolio
29,815
Q3 2025 Reduced 0.97%
$98.1B
$5.22 Million 0.3% of portfolio
30,554
Q3 2025 Reduced 1.59%
$107B
$4.94 Million 0.29% of portfolio
6,513
Q3 2025 Added 15.4%
$152B
$4.86 Million 0.28% of portfolio
19,698
Q3 2025 Reduced 1.21%
$136B
$4.3 Million 0.25% of portfolio
10,099
Q3 2025 Reduced 58.74%
$147B
$4.22 Million 0.25% of portfolio
43,178
Q3 2025 Reduced 3.77%
$182B
$4.11 Million 0.24% of portfolio
6,023
Q3 2025 Reduced 2.32%
$70.2B
$3.94 Million 0.23% of portfolio
125,991
Q3 2025 Reduced 3.67%
$132B
$3.71 Million 0.22% of portfolio
15,032
Q3 2025 Reduced 46.7%
$89.7B
$3.82 Million 0.22% of portfolio
18,958
Q3 2025 Added 1.84%
$47B
$3.84 Million 0.22% of portfolio
7,817
Q3 2025 Reduced 1.82%
$141B
$3.74 Million 0.22% of portfolio
146,978
Q3 2025 Added 0.19%
$86.1B
$3.54 Million 0.21% of portfolio
10,229
Q3 2025 Reduced 2.71%
$26.6B
$3.49 Million 0.2% of portfolio
34,228
Q3 2025 Added 0.0%
$42.6B
$3.38 Million 0.2% of portfolio
25,360
Q3 2025 Added 0.25%
$123B
$3.46 Million 0.2% of portfolio
6,924
Q3 2025 Reduced 4.06%
$61.4B
$3.24 Million 0.19% of portfolio
15,934
Q3 2025 Reduced 0.65%
$51.1B
$3.34 Million 0.19% of portfolio
37,157
Q3 2025 Reduced 10.55%
$193B
$3.13 Million 0.18% of portfolio
6,996
Q3 2025 Reduced 31.59%
$66.3B
$2.71 Million 0.16% of portfolio
11,799
Q3 2025 Reduced 21.87%
$72.7B
$2.76 Million 0.16% of portfolio
2,096
Q3 2025 Reduced 1.27%
$140B
$2.76 Million 0.16% of portfolio
7,371
Q3 2025 Added 90.96%
$136B
$2.53 Million 0.15% of portfolio
6,853
Q3 2025 Added 585.3%
$53.3B
$2.5 Million 0.15% of portfolio
10,601
Q3 2025 Reduced 0.4%
$173B
$2.4 Million 0.14% of portfolio
35,029
Q3 2025 Reduced 0.27%
$84B
$2.43 Million 0.14% of portfolio
12,644
Q3 2025 Added 1.19%

Summary

  • Portfolio
  • No. of Stocks 474
  • Current Value $1.72 Billion
  • Prior Value $1.61 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 36 stocks
  • Additional Purchases 166 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 223 stocks
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