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
$724,000 0.04% of portfolio
23,088
Q4 2025 Reduced 17.58%
$0
$751,000 0.04% of portfolio
8,351
Q4 2025 Reduced 0.22%
$47B
$737,000 0.04% of portfolio
1,674
Q4 2025 Reduced 78.59%
$0
$664,000 0.04% of portfolio
11,340
Q4 2025 Added 0.27%
$237B
$621,000 0.04% of portfolio
2,620
Q4 2025 Reduced 82.4%
$0
$688,000 0.04% of portfolio
6,246
Q2 2025 New
$193B
$770,000 0.04% of portfolio
7,291
Q4 2025 Added 9.05%
$128B
$707,000 0.04% of portfolio
7,353
Q4 2025 Reduced 0.03%
$0
$737,000 0.04% of portfolio
3,795
Q4 2025 Reduced 75.97%
$111B
$751,000 0.04% of portfolio
2,220
Q4 2025 Added 6.37%
$0
$739,000 0.04% of portfolio
16,212
Q4 2025 Added 7.75%
$0
$723,000 0.04% of portfolio
16,561
Q4 2025 Reduced 9.99%
$86.7B
$629,000 0.04% of portfolio
1,118
Q4 2025 Reduced 0.89%
$100B
$618,000 0.04% of portfolio
2,217
Q4 2025 Added 4.33%
$0
$610,000 0.04% of portfolio
5,226
Q4 2025 Added 25.87%
$102B
$722,000 0.04% of portfolio
5,901
Q4 2025 Added 30.84%
$0
$717,000 0.04% of portfolio
38,308
Q4 2024 Reduced 40.04%
$31.5B
$725,000 0.04% of portfolio
10,290
Q4 2025 Reduced 1.27%
$283B
$590,000 0.03% of portfolio
4,491
Q4 2025 Added 0.22%
$0
$513,000 0.03% of portfolio
7,673
Q4 2025 Reduced 4.11%
$72.3B
$519,000 0.03% of portfolio
4,541
Q4 2025 Reduced 0.04%
$35.1B
$467,000 0.03% of portfolio
4,499
Q4 2025 Reduced 7.9%
$25.4B
$508,000 0.03% of portfolio
2,454
Q4 2025 Reduced 0.04%
$0
$482,000 0.03% of portfolio
9,529
Q4 2025 Reduced 4.0%
$1.87B
$547,000 0.03% of portfolio
2,742
Q4 2025 Reduced 32.21%
$99.7B
$469,000 0.03% of portfolio
2,346
Q3 2025 Reduced 0.04%
$0
$552,000 0.03% of portfolio
6,024
Q4 2025 Reduced 1.21%
$57.9B
$496,000 0.03% of portfolio
2,316
Q4 2025 Added 3.12%
$87.8B
$570,000 0.03% of portfolio
1,190
Q4 2025 Added 65.74%
$0
$484,000 0.03% of portfolio
7,968
Q4 2025 Reduced 3.29%
$151B
$608,000 0.03% of portfolio
1,871
Q4 2025 Reduced 0.53%
$2.36B
$464,000 0.03% of portfolio
9,641
Q4 2025 Reduced 6.19%
$85.9B
$499,000 0.03% of portfolio
2,386
Q4 2025 Added 2.71%
$97.3B
$597,000 0.03% of portfolio
7,052
Q4 2025 Reduced 14.55%
$92.7B
$536,000 0.03% of portfolio
1,878
Q3 2025 Reduced 2.14%
$14.7B
$575,000 0.03% of portfolio
7,972
Q4 2025 Reduced 92.79%
$269B
$477,000 0.03% of portfolio
2,212
Q4 2025 Added 20.61%
$68.5B
$478,000 0.03% of portfolio
3,363
Q4 2025 Reduced 1.0%
$0
$472,000 0.03% of portfolio
2,595
Q4 2025 Added 0.04%
$73.4B
$445,000 0.03% of portfolio
12,768
Q2 2025 Added 0.24%
$0
$466,000 0.03% of portfolio
16,079
Q4 2025 Reduced 7.53%
$0
$589,000 0.03% of portfolio
2,484
Q3 2025 Added 1.02%
$0
$542,000 0.03% of portfolio
4,798
Q4 2025 Reduced 2.62%
$74.3B
$471,000 0.03% of portfolio
680
Q4 2025 Added 0.44%
$4.81B
$450,000 0.03% of portfolio
13,651
Q3 2025 New
$0
$441,000 0.03% of portfolio
14,306
Q4 2025 Reduced 0.19%
$113B
$457,000 0.03% of portfolio
5,155
Q4 2025 Added 4.2%
$0
$527,000 0.03% of portfolio
5,210
Q4 2025 Added 0.15%
$0
$468,000 0.03% of portfolio
5,278
Q4 2025 Added 125.17%

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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