Cyndeo Wealth Partners, LLC Portfolio Holdings

Cyndeo Wealth Partners, LLC

  • $1.4 Billion
  • Q3 2024

Cyndeo Wealth Partners, LLC has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.4 Billion distributed in 444 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $62.4M, Apple Inc. with a value of $40.7M, Amazon Com Inc with a value of $36.2M, Abb Vie Inc. with a value of $26.8M, and Nvidia Corp with a value of $24.1M.

Examining the 13F form we can see an increase of $139M in the current position value, from $1.27B to 1.4B.

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 $1.4 Billion
ETFs: $444 Million
Technology: $241 Million
Financial Services: $178 Million
Healthcare: $120 Million
Consumer Cyclical: $92.5 Million
Consumer Defensive: $78.5 Million
Industrials: $72 Million
Communication Services: $56.3 Million
Other: $118 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$208B
$7.94 Million 0.57% of portfolio
26,081
Q3 2024 Added 4.82%
$147B
$7.99 Million 0.57% of portfolio
38,673
Q3 2024 Added 41.2%
$45.5B
$7.77 Million 0.55% of portfolio
85,250
Q3 2024 Reduced 2.55%
$0
$7.62 Million 0.54% of portfolio
13,279
Q3 2024 Added 4.27%
$119B
$7.58 Million 0.54% of portfolio
27,397
Q3 2024 Added 31.06%
$49.8B
$7.52 Million 0.53% of portfolio
46,439
Q3 2024 Added 11.59%
$0
$7.43 Million 0.53% of portfolio
93,209
Q3 2024 Added 1.43%
$0
$7.45 Million 0.53% of portfolio
407,324
Q3 2024 Added 18.15%
$15B
$7.25 Million 0.52% of portfolio
116,894
Q3 2024 Added 7.96%
$3.98B
$7 Million 0.5% of portfolio
100,553
Q3 2024 Reduced 14.07%
$56.8B
$7.09 Million 0.5% of portfolio
165,913
Q3 2024 Added 900.98%
$3.32B
$6.76 Million 0.48% of portfolio
137,930
Q3 2024 Added 7.1%
$67.7B
$6.75 Million 0.48% of portfolio
147,810
Q3 2024 Reduced 6.3%
$23.1B
$6.67 Million 0.48% of portfolio
51,968
Q3 2024 Added 1.02%
$63.3B
$6.68 Million 0.48% of portfolio
302,341
Q3 2024 Added 9.83%
$34.7B
$6.77 Million 0.48% of portfolio
91,652
Q3 2024 Added 1,904.64%
$95.6B
$6.64 Million 0.47% of portfolio
52,622
Q3 2024 Added 22.8%
$130B
$6.48 Million 0.46% of portfolio
61,514
Q3 2024 Added 1,178.88%
$10.3B
$6.51 Million 0.46% of portfolio
183,781
Q3 2024 Reduced 3.06%
$14.2B
$6.28 Million 0.45% of portfolio
540,811
Q3 2024 Added 13.5%
$132B
$6.34 Million 0.45% of portfolio
170,404
Q3 2024 New
$3.82B
$6.25 Million 0.44% of portfolio
277,793
Q3 2024 New
$3.96B
$6.19 Million 0.44% of portfolio
518,858
Q3 2024 New
$12.4B
$6.09 Million 0.43% of portfolio
124,492
Q3 2024 New
$0
$5.98 Million 0.43% of portfolio
91,787
Q3 2024 Reduced 0.64%
$0
$5.79 Million 0.41% of portfolio
109,021
Q3 2024 Added 15.39%
$318B
$5.71 Million 0.41% of portfolio
20,866
Q3 2024 Added 25.71%
$10.3B
$5.78 Million 0.41% of portfolio
162,530
Q3 2024 Added 4.12%
$1.25T
$5.45 Million 0.39% of portfolio
20,845
Q3 2024 Added 39.77%
$107B
$5.45 Million 0.39% of portfolio
18,898
Q3 2024 Reduced 39.9%
$0
$4.92 Million 0.35% of portfolio
557,450
Q3 2024 Added 17.0%
$481B
$4.81 Million 0.34% of portfolio
9,732
Q3 2024 Added 19.16%
$150B
$4.43 Million 0.32% of portfolio
153,109
Q3 2024 Added 25.59%
$0
$4.5 Million 0.32% of portfolio
90,901
Q3 2024 Added 16.99%
$0
$4.32 Million 0.31% of portfolio
101,088
Q3 2024 Reduced 10.3%
$29.4B
$4.17 Million 0.3% of portfolio
35,087
Q3 2024 Added 4.01%
$0
$4.26 Million 0.3% of portfolio
163,102
Q3 2024 Added 11.03%
$0
$4.25 Million 0.3% of portfolio
86,113
Q3 2024 Reduced 3.34%
$123B
$4.25 Million 0.3% of portfolio
7,277
Q3 2024 Added 0.76%
$80.8B
$4.16 Million 0.3% of portfolio
17,882
Q3 2024 Added 38.15%
$0
$4.25 Million 0.3% of portfolio
165,464
Q3 2024 Added 11.86%
$0
$4.25 Million 0.3% of portfolio
159,306
Q3 2024 Added 11.54%
$117B
$4.25 Million 0.3% of portfolio
27,785
Q3 2024 Added 45.59%
$193B
$4.12 Million 0.29% of portfolio
8,379
Q3 2024 Added 7.22%
$176B
$4.11 Million 0.29% of portfolio
6,618
Q3 2024 Added 21.88%
$104B
$4.06 Million 0.29% of portfolio
18,213
Q3 2024 Reduced 30.38%
$85.6B
$3.95 Million 0.28% of portfolio
10,354
Q3 2024 Added 12.08%
$187B
$3.88 Million 0.28% of portfolio
23,675
Q3 2024 Reduced 2.06%
$415B
$3.87 Million 0.28% of portfolio
4,361
Q3 2024 Added 31.71%

Summary

  • Portfolio
  • No. of Stocks 444
  • Current Value $1.4 Billion
  • Prior Value $1.27 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 18, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 70 stocks
  • Additional Purchases 202 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 126 stocks
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