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 301–350 of 477
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GEV | GE VERNOVA INC | 893 | $500K+ | SH |
| MAR | MARRIOTT INTL INC NEW | 2K | $500K+ | SH |
| ABLD | ABACUS FCF ETF TR | 20K | $500K+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 3K | $500K+ | SH |
| PDP | INVESCO EXCHANGE TRADED FD T | 5K | $500K+ | SH |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 6K | $500K+ | SH |
| IUSV | ISHARES TR | 5K | $500K+ | SH |
| CMI | CUMMINS INC | 1K | $500K+ | SH |
| RDVY | FIRST TR EXCHANGE-TRADED FD | 8K | $500K+ | SH |
| EFX | EQUIFAX INC | 2K | $500K+ | SH |
| BK | BANK NEW YORK MELLON CORP | 5K | $500K+ | SH |
| VONV | VANGUARD SCOTTSDALE FDS | 6K | $500K+ | SH |
| REGN | REGENERON PHARMACEUTICALS | 680 | $500K+ | SH |
| WM | WASTE MGMT INC DEL | 2K | $500K+ | SH |
| XLE | SELECT SECTOR SPDR TR | 12K | $500K+ | SH |
| FV | FIRST TR EXCHANGE-TRADED FD | 8K | $500K+ | SH |
| AFL | AFLAC INC | 5K | $500K+ | SH |
| STIP | ISHARES TR | 5K | $100K–$500K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 9K | $100K–$500K | SH |
| COP | CONOCOPHILLIPS | 5K | $100K–$500K | SH |
| ALL | ALLSTATE CORP | 2K | $100K–$500K | SH |
| JAAA | JANUS DETROIT STR TR | 10K | $100K–$500K | SH |
| CGCV | CAPITAL GROUP CONSERVATIVE E | 16K | $100K–$500K | SH |
| REZI | RESIDEO TECHNOLOGIES INC | 14K | $100K–$500K | SH |
| REET | ISHARES TR | 19K | $100K–$500K | SH |
| SCHV | SCHWAB STRATEGIC TR | 16K | $100K–$500K | SH |
| CDNS | CADENCE DESIGN SYSTEM INC | 2K | $100K–$500K | SH |
| JBL | JABIL INC | 2K | $100K–$500K | SH |
| CSX | CSX CORP | 13K | $100K–$500K | SH |
| AMAT | APPLIED MATLS INC | 2K | $100K–$500K | SH |
| KMB | KIMBERLY-CLARK CORP COM | 4K | $100K–$500K | SH |
| TMUS | T-MOBILE US INC | 2K | $100K–$500K | SH |
| FXL | FIRST TR EXCHANGE TRADED FD | 3K | $100K–$500K | SH |
| PFF | ISHARES TR | 14K | $100K–$500K | SH |
| FIX | COMFORT SYS USA INC | 474 | $100K–$500K | SH |
| FQAL | FIDELITY COVINGTON TRUST | 6K | $100K–$500K | SH |
| PSX | PHILLIPS 66 | 3K | $100K–$500K | SH |
| MET | METLIFE INC | 5K | $100K–$500K | SH |
| EXPE | EXPEDIA GROUP INC | 2K | $100K–$500K | SH |
| NTRS | NORTHERN TR CORP | 3K | $100K–$500K | SH |
| DFAS | DIMENSIONAL ETF TRUST | 6K | $100K–$500K | SH |
| ARKK | ARK ETF TR | 6K | $100K–$500K | SH |
| IDXX | IDEXX LABS INC | 628 | $100K–$500K | SH |
| MNST | MONSTER BEVERAGE CORP NEW | 5K | $100K–$500K | SH |
| EYPT | EYEPOINT PHARMACEUTICALS INC | 23K | $100K–$500K | SH |
| VFH | VANGUARD WORLD FD | 3K | $100K–$500K | SH |
| SIL | GLOBAL X FDS | 5K | $100K–$500K | SH |
| MSTR | MICROSTRATEGY INC | 3K | $100K–$500K | SH |
| EIS | ISHARES INC | 4K | $100K–$500K | SH |
| VYM | VANGUARD WHITEHALL FDS | 3K | $100K–$500K | SH |