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 201–250 of 477
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TD | TORONTO DOMINION BK ONT | 15K | $1M+ | SH |
| EEM | ISHARES TR | 26K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 18K | $1M+ | SH |
| AZN | ASTRAZENECA PLC | 15K | $1M+ | SH |
| DFGR | DIMENSIONAL ETF TRUST | 51K | $1M+ | SH |
| GE | GE AEROSPACE | 4K | $1M+ | SH |
| PAVE | GLOBAL X FDS | 28K | $1M+ | SH |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 5K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 14K | $1M+ | SH |
| RJF | RAYMOND JAMES FINL INC | 8K | $1M+ | SH |
| VBK | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| XAR | SPDR SER TR | 5K | $1M+ | SH |
| FYX | FIRST TR SML CP CORE ALPHA F | 11K | $1M+ | SH |
| BRO | BROWN & BROWN INC | 16K | $1M+ | SH |
| BIL | SPDR SER TR | 14K | $1M+ | SH |
| EFA | ISHARES TR | 13K | $1M+ | SH |
| OEF | ISHARES TR | 4K | $1M+ | SH |
| C | CITIGROUP INC | 10K | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 2K | $1M+ | SH |
| IYG | ISHARES TR | 13K | $1M+ | SH |
| EMGF | ISHARES INC | 20K | $1M+ | SH |
| ITA | ISHARES TR | 5K | $1M+ | SH |
| LOW | LOWES COS INC | 5K | $1M+ | SH |
| MGK | VANGUARD WORLD FD | 3K | $1M+ | SH |
| VHT | VANGUARD WORLD FD | 4K | $1M+ | SH |
| SOXX | ISHARES TR | 4K | $1M+ | SH |
| PIZ | INVESCO EXCH TRADED FD TR II | 23K | $1M+ | SH |
| SHEL | SHELL PLC | 15K | $1M+ | SH |
| IBMR | ISHARES TR | 42K | $1M+ | SH |
| NSC | NORFOLK SOUTHN CORP | 4K | $1M+ | SH |
| MUB | ISHARES TR | 10K | $1M+ | SH |
| HON | HONEYWELL INTL INC | 5K | $1M+ | SH |
| BXSL | BLACKSTONE SECD LENDING FD | 39K | $1M+ | SH |
| FDIG | FIDELITY COVINGTON TRUST | 27K | $1M+ | SH |
| EMB | ISHARES TR | 11K | $1M+ | SH |
| ROK | ROCKWELL AUTOMATION INC | 3K | $1M+ | SH |
| DGRO | ISHARES TR | 15K | $1M+ | SH |
| UTF | COHEN & STEERS INFRASTRUCTUR | 42K | $1M+ | SH |
| MMM | 3M CO | 6K | $1M+ | SH |
| ATEC | ALPHATEC HLDGS INC | 47K | $500K+ | SH |
| CL | COLGATE PALMOLIVE CO | 12K | $500K+ | SH |
| FIXD | FIRST TR EXCHNG TRADED FD VI | 22K | $500K+ | SH |
| IWR | ISHARES TR | 10K | $500K+ | SH |
| FTLS | FIRST TR EXCH TRADED FD III | 13K | $500K+ | SH |
| GLW | CORNING INC | 11K | $500K+ | SH |
| CZFS | CITIZENS FINL SVCS INC | 16K | $500K+ | SH |
| HGER | HARBOR ETF TRUST | 37K | $500K+ | SH |
| XLG | INVESCO EXCHANGE TRADED FD T | 15K | $500K+ | SH |
| MBB | ISHARES TR | 9K | $500K+ | SH |
| MGV | VANGUARD WORLD FD | 6K | $500K+ | SH |