Cynosure Group, LLC Q3 2023 Filing

Filed November 14, 2023

Portfolio Value

$325.9B

Holdings

138

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (138 positions)

#StockSharesValue% PortfolioType
1
ICSHISHARES TR
369,524$18K0.00%
2
UNPUNION PAC CORP
89,710$18K0.00%
3
IVVISHARES TR
36,280$15K0.00%
4
ITOTISHARES TR
154,908$14K0.00%
5
JPSTJ P MORGAN EXCHANGE TRADED F
281,244$14K0.00%
6
IWFISHARES TR
42,637$11K0.00%
7
SPYSPDR S&P 500 ETF TR
22,586$9K0.00%
8
SHVISHARES TR
83,472$9K0.00%
9
SPYVSPDR SER TR
197,493$8K0.00%
10
GEGENERAL ELECTRIC CO
63,633$7K0.00%
11
VOOVANGUARD INDEX FDS
19,905$7K0.00%
12
QUALISHARES TR
51,075$6K0.00%
13
NDQINVESCO QQQ TR
17,774$6K0.00%
14
WFCWELLS FARGO CO NEW
140,341$5K0.00%
15
VVISA INC
23,303$5K0.00%
16
AMZNAMAZON COM INC
34,513$4K0.00%
17
ITGARTNER INC
12,941$4K0.00%
18
GTMZOOMINFO TECHNOLOGIES INC
253,784$4K0.00%
19
CHDCHURCH & DWIGHT CO INC
35,448$3K0.00%
20
BRBROADRIDGE FINL SOLUTIONS IN
20,392$3K0.00%
21
PFFISHARES TR
122,864$3K0.00%
22
KEYSKEYSIGHT TECHNOLOGIES INC
26,903$3K0.00%
23
SITESITEONE LANDSCAPE SUPPLY INC
24,222$3K0.00%
24
MTDMETTLER TOLEDO INTERNATIONAL
2,984$3K0.00%
25
STIPISHARES TR
36,849$3K0.00%
26
SPHYSPDR SER TR
159,033$3K0.00%
27
GSBDGOLDMAN SACHS BDC INC
220,350$3K0.00%
28
AGGISHARES TR
40,449$3K0.00%
29
NDSNNORDSON CORP
15,890$3K0.00%
30
WSOWATSCO INC
8,935$3K0.00%
31
SCHXSCHWAB STRATEGIC TR
61,713$3K0.00%
32
SRLNSSGA ACTIVE ETF TR
81,939$3K0.00%
33
IJHISHARES TR
14,463$3K0.00%
34
USMVISHARES TR
35,860$2K0.00%
35
MSFTMICROSOFT CORP
9,329$2K0.00%
36
SGOVISHARES TR
25,410$2K0.00%
37
EMLCVANECK ETF TRUST
97,352$2K0.00%
38
AQLTISHARES TR
33,590$2K0.00%
39
MCOMOODYS CORP
8,847$2K0.00%
40
SCHDSCHWAB STRATEGIC TR
42,131$2K0.00%
41
MUBISHARES TR
22,011$2K0.00%
42
BACVERIZON COMMUNICATIONS INC
85,010$2K0.00%
43
CATCATERPILLAR INC
7,978$2K0.00%
44
CPRTCOPART INC
57,160$2K0.00%
45
GOOGALPHABET INC
14,720$1K0.00%
46
LRCXEURLAM RESEARCH CORP
1,823$1K0.00%
47
NFLXNETFLIX INC
4,557$1K0.00%
48
IWRISHARES TR
17,259$1K0.00%
49
ACNACCENTURE PLC IRELAND
6,048$1K0.00%
50
MAMASTERCARD INCORPORATED
3,194$1K0.00%
51
TSLXSIXTH STREET SPECIALTY LENDI
55,652$1K0.00%
52
JMSTJ P MORGAN EXCHANGE TRADED F
21,780$1K0.00%
53
CRMSALESFORCE INC
5,527$1K0.00%
54
ADBEADOBE INC
2,881$1K0.00%
55
AAPLAPPLE INC
7,825$1K0.00%
56
JPMJPMORGAN CHASE & CO
10,117$1K0.00%
57
TAT&T INC
113,072$1K0.00%
58
SCHFSCHWAB STRATEGIC TR
31,608$1K0.00%
59
PSXPHILLIPS 66
8,882$1K0.00%
60
NOWSERVICENOW INC
2,646$1K0.00%
61
VXUSVANGUARD STAR FDS
26,511$1K0.00%
62
GOOGLALPHABET INC
10,263$1K0.00%
63
UNHUNITEDHEALTH GROUP INC
3,777$1K0.00%
64
VNTVONTIER CORPORATION
40,351$1K0.00%
65
QLTAISHARES TR
25,081$1K0.00%
66
SUBISHARES TR
11,337$1K0.00%
67
ARCCARES CAPITAL CORP
55,454$1K0.00%
68
NMFCNEW MTN FIN CORP
85,441$1K0.00%
69
MRKMERCK & CO INC
10,442$1K0.00%
70
GEHCGE HEALTHCARE TECHNOLOGIES I
20,749$1K0.00%
71
GBDCGOLUB CAP BDC INC
74,499$1K0.00%
72
ABNBAIRBNB INC
7,426$1K0.00%
73
FDNFIRST TR EXCHANGE-TRADED FD
6,585$1K0.00%
74
AOAISHARES TR
18,228$1K0.00%
75
BRK/BBERKSHIRE HATHAWAY INC DEL
3,060$1K0.00%
76
VTIPVANGUARD MALVERN FDS
11,332$00.00%
77
SCHGSCHWAB STRATEGIC TR
6,595$00.00%
78
IWPISHARES TR
3,675$00.00%
79
TROWPRICE T ROWE GROUP INC
6,813$00.00%
80
IEMGISHARES INC
15,579$00.00%
81
ILMNILLUMINA INC
3,140$00.00%
82
VEAVANGUARD TAX-MANAGED FDS
16,693$00.00%
83
METAMETA PLATFORMS INC
1,007$00.00%
84
HYDVANECK ETF TRUST
8,184$00.00%
85
SHYISHARES TR
3,194$00.00%
86
ABTABBOTT LABS
8,202$00.00%
87
SWKSTANLEY BLACK & DECKER INC
7,854$00.00%
88
NVDANVIDIA CORPORATION
918$00.00%
89
XOMEXXON MOBIL CORP
2,173$00.00%
90
WDAYWORKDAY INC
2,244$00.00%
91
TMOTHERMO FISHER SCIENTIFIC INC
1,610$00.00%
92
SCHASCHWAB STRATEGIC TR
16,049$00.00%
93
BNBROOKFIELD CORP
25,903$00.00%
94
NRGVENERGY VAULT HOLDINGS INC
23,269$00.00%
95
GUNRFLEXSHARES TR
6,496$00.00%
96
WFRDWEATHERFORD INTL PLC
2,302$00.00%
97
VUGVANGUARD INDEX FDS
2,151$00.00%
98
CALMCAL MAINE FOODS INC
14,522$00.00%
99
CHRWC H ROBINSON WORLDWIDE INC
7,657$00.00%
100
PYPLPAYPAL HLDGS INC
16,049$00.00%
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