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 101–150 of 477
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| JAVA | J P MORGAN EXCHANGE TRADED F | 64K | $1M+ | SH |
| BX | BLACKSTONE INC | 29K | $1M+ | SH |
| FMHI | FIRST TR EXCH TRADED FD III | 92K | $1M+ | SH |
| DFAX | DIMENSIONAL ETF TRUST | 133K | $1M+ | SH |
| EVV | EATON VANCE LTD DURATION INC | 437K | $1M+ | SH |
| BSX | BOSTON SCIENTIFIC CORP | 45K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 7K | $1M+ | SH |
| INTU | INTUIT | 6K | $1M+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 127K | $1M+ | SH |
| IEMG | ISHARES INC | 58K | $1M+ | SH |
| DFLV | DIMENSIONAL ETF TRUST | 111K | $1M+ | SH |
| ORLY | OREILLY AUTOMOTIVE INC | 41K | $1M+ | SH |
| IBMO | ISHARES TR | 146K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 13K | $1M+ | SH |
| BLK | BLACKROCK INC | 3K | $1M+ | SH |
| GDX | VANECK ETF TRUST | 43K | $1M+ | SH |
| BAI | BLACKROCK ETF TRUST | 107K | $1M+ | SH |
| HIG | HARTFORD INSURANCE GROUP INC | 26K | $1M+ | SH |
| IBMP | ISHARES TR | 137K | $1M+ | SH |
| RQI | COHEN & STEERS QUALITY INCOM | 302K | $1M+ | SH |
| SHW | SHERWIN WILLIAMS CO | 11K | $1M+ | SH |
| MMC | MARSH & MCLENNAN COS INC | 18K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 4K | $1M+ | SH |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | 110K | $1M+ | SH |
| QGRO | AMERICAN CENTY ETF TR | 28K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP | 7K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 5K | $1M+ | SH |
| IXUS | ISHARES TR | 37K | $1M+ | SH |
| IBMQ | ISHARES TR | 122K | $1M+ | SH |
| USMV | ISHARES TR | 33K | $1M+ | SH |
| IEI | ISHARES TR | 26K | $1M+ | SH |
| PGR | PROGRESSIVE CORP | 13K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 3K | $1M+ | SH |
| SPSM | SPDR SER TR | 61K | $1M+ | SH |
| TDG | TRANSDIGM GROUP INC | 2K | $1M+ | SH |
| NFLX | NETFLIX INC | 30K | $1M+ | SH |
| CPRX | CATALYST PHARMACEUTICALS INC | 118K | $1M+ | SH |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 10K | $1M+ | SH |
| IWD | ISHARES TR | 12K | $1M+ | SH |
| SPGI | S&P GLOBAL INC | 5K | $1M+ | SH |
| GBTC | GRAYSCALE BITCOIN TR BTC | 38K | $1M+ | SH |
| ETN | EATON CORP PLC | 8K | $1M+ | SH |
| IEFA | ISHARES TR | 29K | $1M+ | SH |
| PFE | PFIZER INC | 101K | $1M+ | SH |
| RSG | REPUBLIC SVCS INC | 12K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC | 14K | $1M+ | SH |
| AMT | AMERICAN TOWER CORP NEW | 14K | $1M+ | SH |
| ACIO | ETF SER SOLUTIONS | 57K | $1M+ | SH |
| IRM | IRON MTN INC DEL | 30K | $1M+ | SH |
| AGG | ISHARES TR | 25K | $1M+ | SH |