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 451–477 of 477
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ASML | ASML HOLDING N V | 209 | $100K–$500K | SH |
| EWX | SPDR INDEX SHS FDS | 3K | $100K–$500K | SH |
| MKL | MARKEL GROUP INC | 102 | $100K–$500K | SH |
| ROST | ROSS STORES INC | 1K | $100K–$500K | SH |
| JKHY | HENRY JACK & ASSOC INC | 1K | $100K–$500K | SH |
| IJH | ISHARES TR | 3K | $100K–$500K | SH |
| GLRY | NORTHERN LTS FD TR IV | 6K | $100K–$500K | SH |
| FIS | FIDELITY NATL INFORMATION SV | 3K | $100K–$500K | SH |
| XLV | SELECT SECTOR SPDR TR | 1K | $100K–$500K | SH |
| BIBL | NORTHERN LTS FD TR IV | 5K | $100K–$500K | SH |
| MDLZ | MONDELEZ INTL INC | 4K | $100K–$500K | SH |
| IGM | ISHARES TR | 2K | $100K–$500K | SH |
| TRV | TRAVELERS COMPANIES INC | 715 | $100K–$500K | SH |
| CW | CURTISS WRIGHT CORP | 374 | $100K–$500K | SH |
| NKE | NIKE INC | 3K | $100K–$500K | SH |
| EMXC | ISHARES INC | 3K | $100K–$500K | SH |
| PTMC | PACER FDS TR | 6K | $100K–$500K | SH |
| CMCSA | COMCAST CORP NEW | 7K | $100K–$500K | SH |
| IPKW | INVESCO EXCH TRADED FD TR II | 4K | $100K–$500K | SH |
| MMD | NYLI MACKAY DEFINEDTERM MUNI | 11K | $100K–$500K | SH |
| ETW | EATON VANCE TAX-MANAGED GLOB | 17K | $100K–$500K | SH |
| F | FORD MTR CO | 12K | $100K–$500K | SH |
| AGNC | AGNC INVT CORP | 11K | $100K–$500K | SH |
| SOUN | SOUNDHOUND AI INC | 10K | $50K–$100K | SH |
| ARDX | ARDELYX INC | 10K | $50K–$100K | SH |
| ABUS | ARBUTUS BIOPHARMA CORP | 10K | $15K–$50K | SH |
| HURA | TUHURA BIOSCIENCES INC | 31K | $15K–$50K | SH |