Cyndeo Wealth Partners, LLC
CIK Number: 0001950947
Main Sectors:
Top Industries:
Filing Date: Apr 17, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft Corpo... | 495.00 | -2.55% | 163.88K | +11.14% | 61.52M | 293.74 | 4.04% | Share |
| 2 | AAPL | Apple Inc. | 239.69 | -0.04% | 200.47K | +9.93% | 44.53M | 173.63 | 2.92% | Share |
| 3 | AMZN | Amazon.com, Inc... | 232.33 | -1.42% | 201.09K | +2.35% | 38.26M | 110.23 | 2.51% | Share |
| 4 | AVGO | Broadcom Inc. | 334.89 | +9.41% | 191.04K | +39.65% | 31.99M | 89.23 | 2.10% | Share |
| 5 | NVDA | NVIDIA Corporat... | 167.02 | -2.7% | 257.33K | +25.36% | 27.89M | 74.5 | 1.83% | Share |
| 6 | ABBV | AbbVie Inc. | 212.53 | -0.22% | 129.7K | -5.27% | 27.17M | 159.7 | 1.78% | Share |
| 7 | FBND | Fidelity Total ... | 46.31 | +0.44% | 513.79K | +10.97% | 23.45M | 46.37 | 1.54% | Share |
| 8 | ABT | Abbott Laborato... | 132.94 | +0.10% | 176.73K | -1.24% | 23.44M | 109.5 | 1.54% | Share |
| 9 | FTGC | First Trust Glo... | 25.41 | -0.63% | 884.48K | +3.95% | 22.57M | 23.79 | 1.48% | Share |
| 10 | JPM | JPMorgan Chase ... | 294.56 | -3.05% | 85.63K | +20.73% | 21M | 161.15 | 1.38% | Share |
| 11 | META | Meta Platforms,... | 752.45 | +0.51% | 35.04K | +15.42% | 20.2M | 424.23 | 1.33% | Share |
| 12 | FTCB | First Trust Exc... | 21.32 | +0.45% | 923.27K | +7.68% | 19.38M | 20.67 | 1.27% | Share |
| 13 | VB | Vanguard Small ... | 255.56 | +0.72% | 86.6K | +9.34% | 19.2M | 224.29 | 1.26% | Share |
| 14 | UCON | First Trust TCW... | 25.16 | +0.38% | 736.09K | +7.44% | 18.22M | 24.24 | 1.20% | Share |
| 15 | IGIB | iShares 5-10 Ye... | 54.00 | +0.37% | 344.68K | +8.92% | 18.1M | 53.47 | 1.19% | Share |
| 16 | FTSL | First Trust Sen... | 45.99 | +0.13% | 388.15K | +5.46% | 17.72M | 45.07 | 1.16% | Share |
| 17 | YLD | Principal Activ... | 19.30 | +0.10% | 929.54K | +5.57% | 17.71M | 18.46 | 1.16% | Share |
| 18 | GSY | Invesco Ultra S... | 50.27 | +0.05% | 349.32K | +7.86% | 17.51M | 50.17 | 1.15% | Share |
| 19 | IAU | iShares Gold Tr... | 67.75 | +1.26% | 279.52K | -4.01% | 16.48M | 34.9 | 1.08% | Share |
| 20 | HD | The Home Depot,... | 419.00 | +1.78% | 43.73K | +8.96% | 16.03M | 340.32 | 1.05% | Share |
| 21 | TJX | The TJX Compani... | 139.20 | -1.29% | 124.74K | +13.43% | 15.19M | 106.21 | 1.00% | Share |
| 22 | ORCL | Oracle Corporat... | 232.80 | +4.39% | 104.53K | +40.56% | 14.61M | 111.91 | 0.96% | Share |
| 23 | VUG | Vanguard Growth... | 462.61 | -0.3% | 39.19K | +0.23% | 14.53M | 248.8 | 0.95% | Share |
| 24 | GOOGL | Alphabet Inc. | 235.00 | +1.16% | 93.93K | -10.98% | 14.53M | 114.97 | 0.95% | Share |
| 25 | UNH | UnitedHealth Gr... | 315.40 | +1.62% | 27.33K | -9.26% | 14.31M | 528.06 | 0.94% | Share |
| 26 | IVV | iShares Core S&... | 650.45 | -0.27% | 25.11K | +2.85% | 14.11M | 492.97 | 0.93% | Share |
| 27 | KO | The Coca-Cola C... | 67.98 | -0.39% | 173.66K | -16.09% | 12.44M | 64.66 | 0.82% | Share |
| 28 | CCEP | Coca-Cola Europ... | 88.88 | +1.67% | 138.63K | +13.90% | 12.06M | 66.54 | 0.79% | Share |
| 29 | TSM | Taiwan Semicond... | 243.44 | +3.50% | 68.61K | +27.37% | 11.39M | 150.3 | 0.75% | Share |
| 30 | MS | Morgan Stanley | 148.13 | -1.59% | 95.88K | +6.33% | 11.19M | 98.3 | 0.73% | Share |
| 31 | MO | Altria Group, I... | 66.55 | -0.06% | 185.19K | +4.61% | 11.12M | 46.23 | 0.73% | Share |
| 32 | LLY | Eli Lilly and C... | 726.85 | -2.16% | 12.94K | +8.79% | 10.69M | 529.15 | 0.70% | Share |
| 33 | VZ | Verizon Communi... | 44.38 | +0.45% | 230.65K | +10.70% | 10.46M | 41.92 | 0.69% | Share |
| 34 | ARKB | ARK 21Shares Bi... | 37.10 | +1.67% | 126.12K | -9.65% | 10.37M | 72.07 | 0.68% | Share |
| 35 | JNJ | Johnson & Johns... | 178.39 | -0.21% | 61.84K | -0.55% | 10.26M | 166.84 | 0.67% | Share |
| 36 | V | Visa Inc. | 343.12 | -2.24% | 28.51K | -3.9% | 9.99M | 215.71 | 0.66% | Share |
| 37 | UNP | Union Pacific C... | 220.09 | -1.33% | 42.08K | -13.05% | 9.94M | 226.4 | 0.65% | Share |
| 38 | ADP | Automatic Data ... | 295.97 | -1.73% | 31.06K | +11.50% | 9.49M | 249.91 | 0.62% | Share |
| 39 | PG | The Procter & G... | 160.06 | +0.55% | 54.2K | -1.43% | 9.24M | 151.71 | 0.61% | Share |
| 40 | URA | Global X Uraniu... | 40.74 | +0.84% | 393.82K | +3.61% | 9.03M | 22.64 | 0.59% | Share |
| 41 | VTV | Vanguard Value ... | 182.50 | -0.35% | 50.89K | +0.26% | 8.79M | 143.91 | 0.58% | Share |
| 42 | OKE | ONEOK, Inc. | 72.64 | -2.35% | 85.54K | -1.05% | 8.49M | 67.32 | 0.56% | Share |
| 43 | GOOG | Alphabet Inc. | 235.17 | +1.08% | 54.14K | +55.29% | 8.46M | 124.51 | 0.56% | Share |
| 44 | XOM | Exxon Mobil Cor... | 109.25 | -2.81% | 70.88K | -23.12% | 8.43M | 108.52 | 0.55% | Share |
| 45 | VTI | Vanguard Total ... | 319.56 | -0.18% | 30.49K | -12.82% | 8.38M | 221.93 | 0.55% | Share |
| 46 | PLTR | Palantir Techno... | 153.09 | -1.95% | 98.87K | -41.57% | 8.34M | 37.2 | 0.55% | Share |
| 47 | NEE | NextEra Energy,... | 70.89 | +0.03% | 115.99K | -3.23% | 8.22M | 77.71 | 0.54% | Share |
| 48 | DTE | DTE Energy Comp... | 136.60 | +0.14% | 59.45K | +8.22% | 8.22M | 113.1 | 0.54% | Share |
| 49 | WMB | The Williams Co... | 57.18 | -0.69% | 136.93K | -8.9% | 8.18M | 34.03 | 0.54% | Share |
| 50 | EPR | EPR Properties | 53.26 | -0.04% | 154.95K | +6.11% | 8.15M | 46.26 | 0.54% | Share |
| 51 | MCD | McDonald's Corp... | 314.46 | -0.8% | 25.96K | -1.59% | 8.11M | 271.72 | 0.53% | Share |
| 52 | KMI | Kinder Morgan, ... | 26.59 | -0.43% | 283.77K | -7.52% | 8.1M | 20.1 | 0.53% | Share |
| 53 | ORI | Old Republic In... | 40.45 | -1.57% | 205.03K | +7.32% | 8.04M | 31.55 | 0.53% | Share |
| 54 | CB | Chubb Limited | 277.23 | -0.95% | 26.34K | +37.65% | 7.95M | 231.36 | 0.52% | Share |
| 55 | UGI | UGI Corporation | 34.58 | +0.46% | 239.4K | -6.47% | 7.92M | 28.23 | 0.52% | Share |
| 56 | JWN | Nordstrom, Inc. | 24.66 | +0.08% | 312.27K | +7.38% | 7.64M | 22.69 | 0.50% | Share |
| 57 | UPS | United Parcel S... | 85.04 | +0.66% | 68.81K | -0.4% | 7.57M | 148.37 | 0.50% | Share |
| 58 | SPY | SPDR S&P 500 ET... | 647.21 | -0.29% | 13.4K | +4.45% | 7.5M | 402.49 | 0.49% | Share |
| 59 | TFC | Truist Financia... | 46.55 | -1.09% | 182.15K | +6.15% | 7.5M | 42.3 | 0.49% | Share |
| 60 | IPG | The Interpublic... | 27.15 | +1.15% | 275.96K | +100.00% | 7.5M | 27.16 | 0.49% | Share |
| 61 | CNA | CNA Financial C... | 48.00 | -1.94% | 145.7K | +10.16% | 7.4M | 49.08 | 0.49% | Share |
| 62 | ZROZ | PIMCO 25+ Year ... | 66.60 | +2.57% | 101.84K | +100.00% | 7.29M | 71.63 | 0.48% | Share |
| 63 | LIN | Linde plc | 469.52 | -0.61% | 15.61K | +1.25% | 7.27M | 390.99 | 0.48% | Share |
| 64 | AXP | American Expres... | 326.39 | -1.29% | 26.62K | +1.02K% | 7.16M | 266.28 | 0.47% | Share |
| 65 | NTR | Nutrien Ltd. | 56.42 | -0.97% | 142.59K | +100.00% | 7.08M | 49.67 | 0.46% | Share |
| 66 | AMGN | Amgen Inc. | 283.64 | +1.26% | 22.61K | +955.60% | 7.04M | 305.86 | 0.46% | Share |
| 67 | ADI | Analog Devices,... | 247.07 | +0.39% | 33.84K | -19.2% | 6.82M | 200.48 | 0.45% | Share |
| 68 | CMA | Comerica Incorp... | 68.83 | -2.51% | 112.1K | +100.00% | 6.62M | 59.06 | 0.43% | Share |
| 69 | MLN | VanEck Long Mun... | 17.05 | +1.04% | 375.66K | -13.75% | 6.53M | 17.81 | 0.43% | Share |
| 70 | OMF | OneMain Holding... | 61.47 | -1.82% | 132.21K | +100.00% | 6.46M | 48.88 | 0.42% | Share |
| 71 | ACN | Accenture plc | 254.97 | +0.80% | 20.18K | -28.72% | 6.3M | 307.72 | 0.41% | Share |
| 72 | IWF | iShares Russell... | 449.15 | -0.2% | 17.42K | +229.44% | 6.29M | 327.33 | 0.41% | Share |
| 73 | MDY | SPDR S&P MIDCAP... | 602.98 | +0.48% | 11.7K | +142.43% | 6.24M | 515 | 0.41% | Share |
| 74 | PLD | Prologis, Inc. | 113.62 | +0.90% | 55.79K | +1.57% | 6.24M | 124.51 | 0.41% | Share |
| 75 | TSLA | Tesla, Inc. | 350.84 | +3.64% | 23.81K | +5.48% | 6.17M | 192.14 | 0.41% | Share |
| 76 | MA | Mastercard Inco... | 584.12 | -1.93% | 10.97K | +10.83% | 6.01M | 452.7 | 0.39% | Share |
| 77 | BINC | Blackrock Etf T... | 53.09 | +0.21% | 104.05K | -7.79% | 5.45M | 53.42 | 0.36% | Share |
| 78 | AMLP | Alerian MLP ETF | 47.76 | -0.77% | 104.92K | -1.66% | 5.45M | 43.83 | 0.36% | Share |
| 79 | TT | Trane Technolog... | 414.16 | +0.24% | 15.61K | +72.62% | 5.26M | 325.72 | 0.35% | Share |
| 80 | WMT | Walmart Inc. | 100.52 | -0.41% | 59.54K | +139.81% | 5.23M | 74.59 | 0.34% | Share |
| 81 | PSX | Phillips 66 | 131.56 | -0.02% | 40.65K | +63.96% | 5.02M | 114.13 | 0.33% | Share |
| 82 | HYD | VanEck High Yie... | 50.14 | +0.97% | 97.09K | -16.15% | 4.97M | 51.84 | 0.33% | Share |
| 83 | COST | Costco Wholesal... | 963.48 | +0.79% | 5.19K | +0.31% | 4.91M | 682.46 | 0.32% | Share |
| 84 | ISRG | Intuitive Surgi... | 466.86 | +2.71% | 9.71K | +10.55% | 4.81M | 312.28 | 0.32% | Share |
| 85 | FBCG | Fidelity Blue C... | 51.38 | -0.55% | 117.83K | +18.39% | 4.71M | 42.2 | 0.31% | Share |
| 86 | DYNF | BlackRock U.S. ... | 57.45 | -0.56% | 95.94K | +4.85% | 4.68M | 47.53 | 0.31% | Share |
| 87 | TXN | Texas Instrumen... | 187.93 | +0.34% | 25.83K | +65.47% | 4.64M | 171.36 | 0.30% | Share |
| 88 | CRM | Salesforce, Inc... | 250.76 | +2.77% | 17.27K | -15.34% | 4.64M | 210.43 | 0.30% | Share |
| 89 | FMHI | First Trust Mun... | 46.81 | +0.73% | 95.28K | +8.18% | 4.55M | 47.53 | 0.30% | Share |
| 90 | EPD | Enterprise Prod... | 31.67 | -0.41% | 133.36K | +19.97% | 4.55M | 27.29 | 0.30% | Share |
| 91 | BSX | Boston Scientif... | 107.21 | -0.07% | 43.28K | +11.27% | 4.37M | 56.33 | 0.29% | Share |
| 92 | PGR | The Progressive... | 243.87 | -2.06% | 15.37K | +37.90% | 4.35M | 260.74 | 0.29% | Share |
| 93 | IBMO | iShares iBonds ... | 25.64 | +0.06% | 161.85K | -6.43% | 4.14M | 25.31 | 0.27% | Share |
| 94 | DCOR | Dimensional US ... | 70.58 | -0.28% | 66.47K | +4.06% | 4.08M | 63.29 | 0.27% | Share |
| 95 | BX | Blackstone Inc. | 169.98 | +0.05% | 28.17K | +1.23% | 3.94M | 99.7 | 0.26% | Share |
| 96 | MMC | Marsh & McLenna... | 203.79 | -1.13% | 16.05K | -14.73% | 3.92M | 170.62 | 0.26% | Share |
| 97 | IWY | iShares Russell... | 260.66 | -0.15% | 18.54K | +888.80% | 3.91M | 201.8 | 0.26% | Share |
| 98 | DFAX | Dimensional Wor... | 30.80 | +0.79% | 148.37K | +7.04% | 3.89M | 26.05 | 0.26% | Share |
| 99 | IBMN | iShares iBonds ... | 26.74 | +0.04% | 141.86K | -14.76% | 3.79M | 26.45 | 0.25% | Share |
| 100 | AMP | Ameriprise Fina... | 489.46 | -4.38% | 7.77K | -1.52% | 3.76M | 326.38 | 0.25% | Share |
| 101 | INTU | Intuit Inc. | 672.82 | +0.68% | 6.07K | -11.54% | 3.73M | 558.85 | 0.24% | Share |
| 102 | RSG | Republic Servic... | 229.69 | -1.78% | 15.31K | +4.48% | 3.71M | 142.48 | 0.24% | Share |
| 103 | ORLY | O'Reilly Automo... | 104.84 | -0.19% | 2.59K | -2.74% | 3.71M | 873.64 | 0.24% | Share |
| 104 | MUSE | TCW ETF Trust | 50.45 | +0.17% | 51.77K | +5.92% | 3.61M | 63.7 | 0.24% | Share |
| 105 | GLD | SPDR Gold Share... | 330.87 | +1.28% | 12.53K | -1.96% | 3.61M | 172.27 | 0.24% | Share |
| 106 | SHW | The Sherwin-Wil... | 372.67 | +1.88% | 10.32K | -4.76% | 3.6M | 284.03 | 0.24% | Share |
| 107 | RTX | RTX Corporation | 157.55 | -0.71% | 27.14K | -8.15% | 3.59M | 99.86 | 0.24% | Share |
| 108 | PFE | Pfizer Inc. | 24.88 | +1.39% | 141.69K | +4.31% | 3.59M | 35.56 | 0.24% | Share |
| 109 | USMV | iShares MSCI US... | 94.01 | -0.21% | 37.34K | +5.07% | 3.5M | 78.78 | 0.23% | Share |
| 110 | DFLV | Dimensional US ... | 32.44 | -0.36% | 112.83K | +8.02% | 3.45M | 30.78 | 0.23% | Share |
| 111 | IBM | International B... | 248.64 | +0.59% | 13.78K | -1.4% | 3.43M | 146.04 | 0.23% | Share |
| 112 | PH | Parker-Hannifin... | 758.73 | +0.23% | 5.59K | +25.47% | 3.4M | 431.2 | 0.22% | Share |
| 113 | CVX | Chevron Corpora... | 153.64 | -2.57% | 19.76K | +0.50% | 3.31M | 174.15 | 0.22% | Share |
| 114 | IBMP | iShares iBonds ... | 25.48 | +0.16% | 128.1K | -8.56% | 3.24M | 25.32 | 0.21% | Share |
| 115 | LMT | Lockheed Martin... | 463.91 | +1.55% | 7.22K | +0.03% | 3.22M | 481.54 | 0.21% | Share |
| 116 | SPSM | SPDR Portfolio ... | 46.43 | +0.30% | 75.45K | +92.36% | 3.08M | 39.95 | 0.20% | Share |
| 117 | CGXU | Capital Group I... | 28.21 | +0.43% | 125.5K | -8.21% | 3.07M | 25.77 | 0.20% | Share |
| 118 | QGRO | American Centur... | 111.58 | +0.09% | 32.27K | -6.86% | 3.02M | 76.08 | 0.20% | Share |
| 119 | IRM | Iron Mountain I... | 92.16 | +1.19% | 35.09K | +0.01% | 3.02M | 52.51 | 0.20% | Share |
| 120 | ADBE | Adobe Inc. | 348.97 | +1.35% | 7.76K | +2.86% | 2.98M | 495.22 | 0.20% | Share |
| 121 | JBL | Jabil Inc. | 210.13 | +1.04% | 21.75K | +100.00% | 2.96M | 136.07 | 0.19% | Share |
| 122 | JAVA | JPMorgan Active... | 68.08 | -0.25% | 45.49K | +100.00% | 2.89M | 63.54 | 0.19% | Share |
| 123 | CPRX | Catalyst Pharma... | 20.29 | +2.47% | 118.44K | 0.00% | 2.87M | 18.15 | 0.19% | Share |
| 124 | VO | Vanguard Mid Ca... | 289.39 | -0.11% | 10.92K | +3.02% | 2.83M | 221.44 | 0.19% | Share |
| 125 | FLEX | Flex Ltd. | 55.66 | +0.89% | 85.26K | +0.16% | 2.82M | 24.03 | 0.19% | Share |
| 126 | TDG | TransDigm Group... | 1271.13 | -0.83% | 2K | -11.55% | 2.77M | 1309.24 | 0.18% | Share |
| 127 | IBMQ | iShares iBonds ... | 25.68 | +0.08% | 107.77K | +21.95% | 2.73M | 25.2 | 0.18% | Share |
| 128 | GBTC | Grayscale Bitco... | 87.67 | +1.67% | 41.34K | -3.54% | 2.69M | 62.18 | 0.18% | Share |
| 129 | QQQ | Invesco QQQ Tru... | 576.06 | +0.14% | 5.7K | +69.65% | 2.67M | 446.13 | 0.18% | Share |
| 130 | ASML | ASML Holding N.... | 781.70 | +3.75% | 3.99K | +24.25% | 2.64M | 873.05 | 0.17% | Share |
| 131 | QUAL | iShares MSCI US... | 189.22 | -0.58% | 15.18K | +2.39% | 2.59M | 157.71 | 0.17% | Share |
| 132 | AMT | American Tower ... | 198.32 | +1.66% | 11.87K | -35.55% | 2.58M | 212.51 | 0.17% | Share |
| 133 | AMD | Advanced Micro ... | 151.14 | -6.58% | 25.03K | +5.67% | 2.57M | 152.94 | 0.17% | Share |
| 134 | IEMG | iShares Core MS... | 62.79 | +1.21% | 46.47K | +88.44% | 2.51M | 51.93 | 0.16% | Share |
| 135 | IXUS | iShares Core MS... | 80.36 | +0.69% | 35.24K | -16.25% | 2.46M | 67.54 | 0.16% | Share |
| 136 | HELO | JPMorgan Hedged... | 64.35 | -0.12% | 41.2K | -41.2% | 2.46M | 61.18 | 0.16% | Share |
| 137 | AGG | iShares Core U.... | 100.08 | +0.46% | 24.24K | +14.02% | 2.4M | 98.66 | 0.16% | Share |
| 138 | BRK-A | Berkshire Hatha... | 749551.00 | -1.35% | 3 | 0.00% | 2.4M | 468711 | 0.16% | Share |
| 139 | TMO | Thermo Fisher S... | 492.57 | +0.63% | 4.73K | -24.97% | 2.35M | 562.3 | 0.15% | Share |
| 140 | SPGI | S&P Global Inc. | 537.95 | -0.43% | 4.62K | -23.45% | 2.35M | 410.04 | 0.15% | Share |
| 141 | PANW | Palo Alto Netwo... | 194.46 | +1.10% | 13.73K | -9.02% | 2.34M | 120.62 | 0.15% | Share |
| 142 | TTE | TotalEnergies S... | 61.01 | -0.87% | 34.95K | +0.75% | 2.26M | 62.16 | 0.15% | Share |
| 143 | EFV | iShares MSCI EA... | 67.11 | +0.31% | 37.81K | -9.75% | 2.23M | 54.57 | 0.15% | Share |
| 144 | MRK | Merck & Co., In... | 84.70 | +0.78% | 24.53K | -2.76% | 2.2M | 113.16 | 0.14% | Share |
| 145 | GDX | VanEck Gold Min... | 66.33 | +2.73% | 47.72K | -0.28% | 2.19M | 28.66 | 0.14% | Share |
| 146 | VV | Vanguard Large ... | 298.76 | -0.31% | 8.51K | +32.10% | 2.19M | 211.56 | 0.14% | Share |
| 147 | CMG | Chipotle Mexica... | 41.06 | -0.85% | 42.58K | -17.52% | 2.14M | 58.75 | 0.14% | Share |
| 148 | PEP | PepsiCo, Inc. | 146.39 | -0.34% | 14.02K | -6.82% | 2.1M | 176.38 | 0.14% | Share |
| 149 | VWO | Vanguard Emergi... | 51.99 | +1.19% | 45.95K | -3.8% | 2.08M | 39.21 | 0.14% | Share |
| 150 | IEFA | iShares Core MS... | 85.86 | +0.53% | 27.27K | +10.87% | 2.06M | 68.21 | 0.14% | Share |