Cyndeo Wealth Partners, LLC
CIK: 0001950947SEC EDGAR →
Portfolio Value
$1.9T
Holdings
477
As of
Q4 2025
New Positions
36
Closed Positions
27
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | MICROSOFT CORP | 170,553 | $82.5B | 4.45% |
| 2 | BROADCOM INC | 181,974 | $63.0B | 3.40% |
| 3 | APPLE INC | 209,696 | $57.0B | 3.07% |
| 4 | NVIDIA CORPORATION | 289,908 | $54.1B | 2.91% |
| 5 | AMAZON COM INC | 208,410 | $48.1B | 2.59% |
| 6 | ALPHABET INC | 102,158 | $32.0B | 1.72% |
| 7 | JPMORGAN CHASE & CO. | 95,989 | $30.9B | 1.67% |
| 8 | ABBVIE INC | 131,890 | $30.1B | 1.62% |
| 9 | JOHNSON & JOHNSON | 130,031 | $26.9B | 1.45% |
| 10 | FIDELITY MERRIMACK STR TR | 550,911 | $25.4B | 1.37% |
Quarterly Changes
Top Buys
New Positions (34)
$7.8B · 159K shares
$6.8B · 133K shares
$3.6B · 107K shares
$2.5B · 57K shares
$2.3B · 80K shares
$2.2B · 115K shares
$2.0B · 84K shares
$1.9B · 38K shares
$1.7B · 59K shares
$1.2B · 13K shares
$1.1B · 4K shares
$1.1B · 42K shares
$922.0M · 16K shares
$913.0M · 37K shares
$795.0M · 16K shares
$786.0M · 22K shares
$629.0M · 13K shares
$481.0M · 16K shares
$477.0M · 19K shares
$468.0M · 2K shares
$407.0M · 3K shares
$400.0M · 22K shares
$354.0M · 11K shares
$258.0M · 1K shares
$246.0M · 2K shares
$232.0M · 1K shares
$219.0M · 102 shares
$215.0M · 1K shares
$215.0M · 1K shares
$212.0M · 1K shares
$207.0M · 715 shares
$205.0M · 3K shares
$201.0M · 4K shares
$117.0M · 11K shares
Closed Positions (31)
$7.2B · 39K shares
$6.9B · 638K shares
$6.6B · 81K shares
$3.6B · 134K shares
$2.1B · 35K shares
$2.1B · 2K shares
$1.3B · 13K shares
$1.3B · 25K shares
$1.1B · 5K shares
$975.9M · 1K shares
$406.5M · 8K shares
$398.7M · 3K shares
$375.0M · 14K shares
$319.5M · 11K shares
$309.9M · 11K shares
$290.4M · 10K shares
$288.2M · 1K shares
$287.4M · 2K shares
$241.5M · 2K shares
$240.3M · 2K shares
$230.6M · 4K shares
$228.3M · 2K shares
$225.7M · 2K shares
$223.3M · 2K shares
$219.5M · 2K shares
$217.6M · 3K shares
$215.6M · 4K shares
$202.9M · 2K shares
$202.2M · 2K shares
$152.3M · 47K shares
$74.0M · 15K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 243 | $724.5B | 39.1% |
| Technology | 56 | $403.8B | 21.8% |
| Healthcare | 33 | $155.8B | 8.4% |
| Unknown | 27 | $129.1B | 7.0% |
| Consumer Cyclical | 18 | $116.4B | 6.3% |
| Industrials | 34 | $76.6B | 4.1% |
| Communication Services | 11 | $72.9B | 3.9% |
| Consumer Defensive | 15 | $50.0B | 2.7% |
| Energy | 15 | $47.3B | 2.5% |
| Utilities | 10 | $45.2B | 2.4% |
| Real Estate | 9 | $21.5B | 1.2% |
| Basic Materials | 6 | $11.7B | 0.6% |