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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$9.45 Million 0.54% of portfolio
50,468
Q4 2025 Reduced 1.05%
$7.29B
$9.15 Million 0.53% of portfolio
262,542
Q4 2025 Added 3.56%
$6.99B
$9.21 Million 0.53% of portfolio
224,376
Q4 2025 Added 3.51%
$74.3B
$9.02 Million 0.52% of portfolio
147,903
Q4 2025 Added 3.85%
$183B
$8.82 Million 0.51% of portfolio
25,801
Q4 2025 Added 4.06%
$118B
$8.88 Million 0.51% of portfolio
38,606
Q4 2025 Added 10.38%
$26.6B
$8.87 Million 0.51% of portfolio
64,723
Q4 2025 Added 5.27%
$68.7B
$8.67 Million 0.5% of portfolio
92,033
Q4 2025 Added 411.1%
$224B
$8.67 Million 0.5% of portfolio
28,448
Q4 2025 Added 2.31%
$306B
$8.59 Million 0.49% of portfolio
121,516
Q4 2025 Reduced 29.7%
$0
$8.52 Million 0.49% of portfolio
471,922
Q4 2025 Added 10.86%
$61.6B
$8.52 Million 0.49% of portfolio
310,598
Q4 2025 Added 5.15%
$11.6B
$8.27 Million 0.48% of portfolio
75,794
Q4 2025 Reduced 3.17%
$41.4B
$7.98 Million 0.46% of portfolio
88,730
Q4 2025 Added 29.97%
$23.5B
$8.09 Million 0.46% of portfolio
225,812
Q4 2025 Added 5.27%
$346B
$8 Million 0.46% of portfolio
54,856
Q4 2025 Reduced 3.42%
$96.4B
$7.78 Million 0.45% of portfolio
62,164
Q4 2025 Added 912.28%
$62.3B
$7.75 Million 0.45% of portfolio
63,875
Q4 2025 Added 982.99%
$136B
$7.89 Million 0.45% of portfolio
35,721
Q4 2025 Reduced 14.88%
$114B
$7.26 Million 0.42% of portfolio
58,780
Q4 2025 Added 3.56%
$123B
$7.4 Million 0.42% of portfolio
25,023
Q4 2025 Added 2.69%
$291B
$7.35 Million 0.42% of portfolio
13,311
Q4 2025 Added 0.45%
$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%
$104B
$6.93 Million 0.4% of portfolio
27,627
Q4 2025 Reduced 3.23%
$96.9B
$6.53 Million 0.38% of portfolio
15,626
Q4 2025 Added 1.8%
$0
$6.51 Million 0.37% of portfolio
121,623
Q4 2025 Added 0.82%
$279B
$6.02 Million 0.35% of portfolio
58,511
Q4 2025 Added 0.3%
$0
$6.08 Million 0.35% of portfolio
345,462
Q4 2025 Added 3.88%
$177B
$6.02 Million 0.35% of portfolio
30,914
Q4 2025 Added 3.69%
$0
$5.91 Million 0.34% of portfolio
98,586
Q4 2025 Reduced 0.36%
$512B
$5.61 Million 0.32% of portfolio
10,458
Q4 2025 Reduced 10.22%
$107B
$5.5 Million 0.32% of portfolio
6,609
Q4 2025 Added 1.47%
$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%
$136B
$4.76 Million 0.27% of portfolio
10,069
Q4 2025 Reduced 0.3%
$193B
$4.62 Million 0.27% of portfolio
8,458
Q4 2025 Added 20.9%
$5.08B
$4.69 Million 0.27% of portfolio
646,257
Q4 2025 Added 5.6%
$130B
$4.72 Million 0.27% of portfolio
12,558
Q4 2025 Reduced 0.51%
$147B
$4.66 Million 0.27% of portfolio
45,388
Q4 2025 Added 5.12%
$0
$4.45 Million 0.26% of portfolio
63,926
Q4 2025 Added 35.23%
$152B
$4.46 Million 0.26% of portfolio
18,494
Q4 2025 Reduced 6.11%
$0
$4.37 Million 0.25% of portfolio
437,128
Q4 2025 Reduced 1.27%
$0
$4.41 Million 0.25% of portfolio
92,000
Q4 2025 Reduced 1.12%
$70.2B
$4.1 Million 0.24% of portfolio
126,956
Q4 2025 Added 0.77%
$0
$4.24 Million 0.24% of portfolio
132,565
Q4 2025 Reduced 14.06%
$6.2B
$4.08 Million 0.23% of portfolio
41,329
Q4 2025 Added 2.23%
$0
$4.04 Million 0.23% of portfolio
6,689
Q4 2025 Reduced 1.15%

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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