CIK 1950947
Cyndeo Wealth Partners, LLC
Institutional 13F holdings & portfolio
Holdings
477
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 477
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 171K | $1M+ | SH |
| AVGO | BROADCOM INC | 182K | $1M+ | SH |
| AAPL | APPLE INC | 210K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 290K | $1M+ | SH |
| AMZN | AMAZON COM INC | 208K | $1M+ | SH |
| GOOGL | ALPHABET INC | 102K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 96K | $1M+ | SH |
| ABBV | ABBVIE INC | 132K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 130K | $1M+ | SH |
| FBND | FIDELITY MERRIMACK STR TR | 551K | $1M+ | SH |
| PSLV | SPROTT PHYSICAL SILVER TR | 1.1M | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 93K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 77K | $1M+ | SH |
| PHYS | SPROTT PHYSICAL GOLD TR | 696K | $1M+ | SH |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | 945K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 266K | $1M+ | SH |
| META | META PLATFORMS INC | 32K | $1M+ | SH |
| FTCB | FIRST TR EXCHANGE-TRADED FD | 979K | $1M+ | SH |
| ABT | ABBOTT LABS | 160K | $1M+ | SH |
| ORCL | ORACLE CORP | 102K | $1M+ | SH |
| UCON | FIRST TR EXCHNG TRADED FD VI | 774K | $1M+ | SH |
| IGIB | ISHARES TR | 358K | $1M+ | SH |
| FTSL | FIRST TR EXCHANGE-TRADED FD | 404K | $1M+ | SH |
| YLD | PRINCIPAL EXCHANGE TRADED FD | 972K | $1M+ | SH |
| GSY | INVESCO ACTIVELY MANAGED EXC | 366K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 38K | $1M+ | SH |
| URA | GLOBAL X FDS | 413K | $1M+ | SH |
| MS | MORGAN STANLEY | 94K | $1M+ | SH |
| IVV | ISHARES TR | 24K | $1M+ | SH |
| LLY | ELI LILLY & CO | 15K | $1M+ | SH |
| HD | HOME DEPOT INC | 46K | $1M+ | SH |
| TJX | TJX COS INC NEW | 101K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 22K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 84K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 36K | $1M+ | SH |
| MRK | MERCK & CO INC | 123K | $1M+ | SH |
| ARKB | ARK 21SHARES BITCOIN ETF | 414K | $1M+ | SH |
| JFR | NUVEEN FLOATING RATE INCOME | 1.5M | $1M+ | SH |
| MO | ALTRIA GROUP INC | 196K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 33K | $1M+ | SH |
| GOOG | ALPHABET INC | 36K | $1M+ | SH |
| BIT | BLACKROCK MULTI SECTOR INC T | 838K | $1M+ | SH |
| RTX | RTX CORPORATION | 59K | $1M+ | SH |
| V | VISA INC | 30K | $1M+ | SH |
| TSLA | TESLA INC | 23K | $1M+ | SH |
| ADI | ANALOG DEVICES INC | 39K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 250K | $1M+ | SH |
| ORI | OLD REP INTL CORP | 221K | $1M+ | SH |
| LNC | LINCOLN NATL CORP IND | 224K | $1M+ | SH |
| UGI | UGI CORP NEW | 263K | $1M+ | SH |