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 51–100 of 477
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MDY | SPDR S&P MIDCAP 400 ETF TR | 16K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 122K | $1M+ | SH |
| IWF | ISHARES TR | 20K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 50K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 79K | $1M+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 92K | $1M+ | SH |
| WMB | WILLIAMS COS INC | 148K | $1M+ | SH |
| MCD | MCDONALDS CORP | 28K | $1M+ | SH |
| TGT | TARGET CORP | 89K | $1M+ | SH |
| KMI | KINDER MORGAN INC DEL | 311K | $1M+ | SH |
| KO | COCA COLA CO | 122K | $1M+ | SH |
| AMGN | AMGEN INC | 26K | $1M+ | SH |
| PDI | PIMCO DYNAMIC INCOME FD | 472K | $1M+ | SH |
| DTE | DTE ENERGY CO | 65K | $1M+ | SH |
| DVN | DEVON ENERGY CORP NEW | 226K | $1M+ | SH |
| UNP | UNION PAC CORP | 36K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 55K | $1M+ | SH |
| CB | CHUBB LIMITED | 25K | $1M+ | SH |
| GSK | GSK PLC | 159K | $1M+ | SH |
| CAT | CATERPILLAR INC | 13K | $1M+ | SH |
| PLD | PROLOGIS INC. | 59K | $1M+ | SH |
| SJM | SMUCKER J M CO | 76K | $1M+ | SH |
| AEP | AMERICAN ELEC PWR CO INC | 64K | $1M+ | SH |
| DUK | DUKE ENERGY CORP NEW | 62K | $1M+ | SH |
| LIN | LINDE PLC | 17K | $1M+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 28K | $1M+ | SH |
| ABFL | TRIMTABS ETF TR | 99K | $1M+ | SH |
| RITM | RITHM CAPITAL CORP | 646K | $1M+ | SH |
| ZROZ | PIMCO ETF TR | 108K | $1M+ | SH |
| BBY | BEST BUY INC | 102K | $1M+ | SH |
| BRTR | BLACKROCK ETF TRUST II | 133K | $1M+ | SH |
| FBCG | FIDELITY COVINGTON TRUST | 122K | $1M+ | SH |
| WMT | WALMART INC | 59K | $1M+ | SH |
| TT | TRANE TECHNOLOGIES PLC | 16K | $1M+ | SH |
| MLN | VANECK ETF TRUST | 345K | $1M+ | SH |
| DYNF | BLACKROCK ETF TRUST | 99K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 10K | $1M+ | SH |
| BINC | BLACKROCK ETF TRUST II | 112K | $1M+ | SH |
| PH | PARKER-HANNIFIN CORP | 7K | $1M+ | SH |
| TXN | TEXAS INSTRS INC | 31K | $1M+ | SH |
| AMLP | ALPS ETF TR | 109K | $1M+ | SH |
| GLD | SPDR GOLD TR | 13K | $1M+ | SH |
| ACN | ACCENTURE PLC IRELAND | 18K | $1M+ | SH |
| HYD | VANECK ETF TRUST | 96K | $1M+ | SH |
| ANET | ARISTA NETWORKS INC | 37K | $1M+ | SH |
| IWY | ISHARES TR | 17K | $1M+ | SH |
| PWRD | TCW ETF TRUST | 50K | $1M+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 8K | $1M+ | SH |
| DCOR | DIMENSIONAL ETF TRUST | 65K | $1M+ | SH |
| HCA | HCA HEALTHCARE INC | 10K | $1M+ | SH |