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 251–300 of 477
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PCN | PIMCO CORPORATE & INCM STRG | 70K | $500K+ | SH |
| FDVV | FIDELITY COVINGTON TRUST | 16K | $500K+ | SH |
| DEA | EASTERLY GOVT PPTYS INC | 42K | $500K+ | SH |
| CGSD | CAPITAL GRP FIXED INCM ETF T | 34K | $500K+ | SH |
| TFC | TRUIST FINL CORP | 17K | $500K+ | SH |
| SMH | VANECK ETF TRUST | 2K | $500K+ | SH |
| PM | PHILIP MORRIS INTL INC | 5K | $500K+ | SH |
| DIS | DISNEY WALT CO | 7K | $500K+ | SH |
| T | AT&T INC | 33K | $500K+ | SH |
| AMP | AMERIPRISE FINL INC | 2K | $500K+ | SH |
| FDT | FIRST TR EXCH TRD ALPHDX FD | 10K | $500K+ | SH |
| FICO | FAIR ISAAC CORP | 477 | $500K+ | SH |
| DLR | DIGITAL RLTY TR INC | 5K | $500K+ | SH |
| ITW | ILLINOIS TOOL WKS INC | 3K | $500K+ | SH |
| JMST | J P MORGAN EXCHANGE TRADED F | 16K | $500K+ | SH |
| FMDE | FIDELITY COVINGTON TRUST | 22K | $500K+ | SH |
| CEG | CONSTELLATION ENERGY CORP | 2K | $500K+ | SH |
| MCK | MCKESSON CORP | 954 | $500K+ | SH |
| ETH | GRAYSCALE ETHEREUM MINI TR E | 28K | $500K+ | SH |
| TLTD | FLEXSHARES TR | 8K | $500K+ | SH |
| MDYG | SPDR SER TR | 8K | $500K+ | SH |
| DFSV | DIMENSIONAL ETF TRUST | 23K | $500K+ | SH |
| OKE | ONEOK INC NEW | 10K | $500K+ | SH |
| PVAL | PUTNAM ETF TRUST | 17K | $500K+ | SH |
| QUAL | ISHARES TR | 4K | $500K+ | SH |
| IGEB | ISHARES TR | 16K | $500K+ | SH |
| ETHE | GRAYSCALE ETHEREUM TRUST ETF | 30K | $500K+ | SH |
| HQH | ABRDN HEALTHCARE INVESTORS | 38K | $500K+ | SH |
| BTC | GRAYSCALE BITCOIN MINI TR ET | 18K | $500K+ | SH |
| IJS | ISHARES TR | 6K | $500K+ | SH |
| MDT | MEDTRONIC PLC | 7K | $500K+ | SH |
| SO | SOUTHERN CO | 8K | $500K+ | SH |
| CRM | SALESFORCE INC | 3K | $500K+ | SH |
| COWZ | PACER FDS TR | 11K | $500K+ | SH |
| HOOD | ROBINHOOD MKTS INC | 6K | $500K+ | SH |
| ADBE | ADOBE INC | 2K | $500K+ | SH |
| SIVR | ABRDN SILVER ETF TRUST | 10K | $500K+ | SH |
| OMC | OMNICOM GROUP INC | 8K | $500K+ | SH |
| MTUM | ISHARES TR | 3K | $500K+ | SH |
| NOC | NORTHROP GRUMMAN CORP | 1K | $500K+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 13K | $500K+ | SH |
| IJR | ISHARES TR | 5K | $500K+ | SH |
| TETH | 21SHARES ETHEREUM ETF | 42K | $500K+ | SH |
| NVS | NOVARTIS AG | 4K | $500K+ | SH |
| IWM | ISHARES TR | 2K | $500K+ | SH |
| MCO | MOODYS CORP | 1K | $500K+ | SH |
| LRCX | LAM RESEARCH CORP | 4K | $500K+ | SH |
| CME | CME GROUP INC | 2K | $500K+ | SH |
| QCOM | QUALCOMM INC | 4K | $500K+ | SH |
| SBUX | STARBUCKS CORP | 7K | $500K+ | SH |