Cynosure Group, LLC Q2 2023 Filing

Filed August 14, 2023

Portfolio Value

$332.6B

Holdings

128

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (128 positions)

#StockSharesValue% PortfolioType
1
UNPUNION PAC CORP
96,104$19K0.00%
2
ICSHISHARES TR
346,715$17K0.00%
3
IVVISHARES TR
34,386$15K0.00%
4
ITOTISHARES TR
144,833$14K0.00%
5
JPSTJ P MORGAN EXCHANGE TRADED F
280,562$14K0.00%
6
IWFISHARES TR
41,414$11K0.00%
7
GTMZOOMINFO TECHNOLOGIES INC
359,722$9K0.00%
8
SHVISHARES TR
83,917$9K0.00%
9
SPYSPDR S&P 500 ETF TR
21,663$9K0.00%
10
VVISA INC
33,772$8K0.00%
11
WSOWATSCO INC
21,962$8K0.00%
12
SPYVSPDR SER TR
185,074$7K0.00%
13
GEGENERAL ELECTRIC CO
65,842$7K0.00%
14
NDQINVESCO QQQ TR
17,770$6K0.00%
15
QUALISHARES TR
49,762$6K0.00%
16
WFCWELLS FARGO CO NEW
153,455$6K0.00%
17
AMZNAMAZON COM INC
39,111$5K0.00%
18
ITGARTNER INC
16,865$5K0.00%
19
AGGISHARES TR
41,059$4K0.00%
20
STIPISHARES TR
42,044$4K0.00%
21
VOOVANGUARD INDEX FDS
11,343$4K0.00%
22
BRBROADRIDGE FINL SOLUTIONS IN
20,621$3K0.00%
23
SCHDSCHWAB STRATEGIC TR
42,131$3K0.00%
24
GSBDGOLDMAN SACHS BDC INC
223,861$3K0.00%
25
BACVERIZON COMMUNICATIONS INC
84,269$3K0.00%
26
KEYSKEYSIGHT TECHNOLOGIES INC
18,148$3K0.00%
27
SITESITEONE LANDSCAPE SUPPLY INC
19,072$3K0.00%
28
USMVISHARES TR
41,582$3K0.00%
29
NDSNNORDSON CORP
12,819$3K0.00%
30
MSFTMICROSOFT CORP
10,075$3K0.00%
31
IJHISHARES TR
14,909$3K0.00%
32
SCHXSCHWAB STRATEGIC TR
73,027$3K0.00%
33
CHDCHURCH & DWIGHT CO INC
35,820$3K0.00%
34
PFFISHARES TR
122,411$3K0.00%
35
BRK/BBERKSHIRE HATHAWAY INC DEL
8,196$2K0.00%
36
EMLCVANECK ETF TRUST
89,292$2K0.00%
37
NFLXNETFLIX INC
4,581$2K0.00%
38
GEHCGE HEALTHCARE TECHNOLOGIES I
24,707$2K0.00%
39
MSMMSC INDL DIRECT INC
27,732$2K0.00%
40
SGOVISHARES TR
25,181$2K0.00%
41
SPHYSPDR SER TR
117,543$2K0.00%
42
SRLNSSGA ACTIVE ETF TR
64,089$2K0.00%
43
TSLXSIXTH STREET SPECIALTY LENDI
54,446$1K0.00%
44
LRCXEURLAM RESEARCH CORP
1,844$1K0.00%
45
PEPPEPSICO INC
8,156$1K0.00%
46
CATCATERPILLAR INC
7,876$1K0.00%
47
IWRISHARES TR
18,767$1K0.00%
48
ACNACCENTURE PLC IRELAND
6,098$1K0.00%
49
SCHASCHWAB STRATEGIC TR
24,497$1K0.00%
50
MAMASTERCARD INCORPORATED
3,077$1K0.00%
51
PSXPHILLIPS 66
11,474$1K0.00%
52
ABTABBOTT LABS
13,142$1K0.00%
53
ADBEADOBE SYSTEMS INCORPORATED
2,870$1K0.00%
54
CRMSALESFORCE INC
6,220$1K0.00%
55
MCOMOODYS CORP
4,579$1K0.00%
56
AAPLAPPLE INC
9,388$1K0.00%
57
SCHMSCHWAB STRATEGIC TR
15,401$1K0.00%
58
JPMJPMORGAN CHASE & CO
9,485$1K0.00%
59
TAT&T INC
116,984$1K0.00%
60
KMXCARMAX INC
13,687$1K0.00%
61
SCHFSCHWAB STRATEGIC TR
31,608$1K0.00%
62
GOOGALPHABET INC
14,912$1K0.00%
63
PGPROCTER AND GAMBLE CO
8,452$1K0.00%
64
GOGROCERY OUTLET HLDG CORP
39,177$1K0.00%
65
NOWSERVICENOW INC
2,692$1K0.00%
66
VXUSVANGUARD STAR FDS
31,725$1K0.00%
67
GOOGLALPHABET INC
10,086$1K0.00%
68
UNHUNITEDHEALTH GROUP INC
3,761$1K0.00%
69
CPRTCOPART INC
12,338$1K0.00%
70
VNTVONTIER CORPORATION
40,780$1K0.00%
71
ARCCARES CAPITAL CORP
54,343$1K0.00%
72
PYPLPAYPAL HLDGS INC
16,269$1K0.00%
73
NMFCNEW MTN FIN CORP
84,050$1K0.00%
74
MRKMERCK & CO INC
10,576$1K0.00%
75
ABNBAIRBNB INC
10,715$1K0.00%
76
FDNFIRST TR EXCHANGE-TRADED FD
6,585$1K0.00%
77
AOAISHARES TR
18,228$1K0.00%
78
MUBISHARES TR
3,280$00.00%
79
AMEAMETEK INC
1,537$00.00%
80
CCIVGBPLUCID GROUP INC
10,313$00.00%
81
KOCOCA COLA CO
4,337$00.00%
82
CALMCAL MAINE FOODS INC
14,716$00.00%
83
NVDANVIDIA CORPORATION
634$00.00%
84
WDAYWORKDAY INC
2,276$00.00%
85
CMICUMMINS INC
3,388$00.00%
86
WBDWARNER BROS DISCOVERY INC
27,638$00.00%
87
VVVANGUARD INDEX FDS
1,338$00.00%
88
DOCUDOCUSIGN INC
5,391$00.00%
89
SBUXSTARBUCKS CORP
2,139$00.00%
90
COSTCOSTCO WHSL CORP NEW
1,606$00.00%
91
ITMVANECK ETF TRUST
8,227$00.00%
92
IBMINTERNATIONAL BUSINESS MACHS
1,656$00.00%
93
VIGVANGUARD SPECIALIZED FUNDS
2,478$00.00%
94
TSLATESLA INC
1,851$00.00%
95
IWMISHARES TR
3,841$00.00%
96
DFSEURDISCOVER FINL SVCS
8,013$00.00%
97
ABBVABBVIE INC
5,307$00.00%
98
SCHGSCHWAB STRATEGIC TR
4,516$00.00%
99
IGVISHARES TR
840$00.00%
100
SHYISHARES TR
3,194$00.00%
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