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 351–400 of 477
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| JEPQ | J P MORGAN EXCHANGE TRADED F | 7K | $100K–$500K | SH |
| LHX | L3HARRIS TECHNOLOGIES INC | 1K | $100K–$500K | SH |
| IGSB | ISHARES TR | 8K | $100K–$500K | SH |
| IWS | ISHARES TR | 3K | $100K–$500K | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 2K | $100K–$500K | SH |
| FPE | FIRST TR EXCH TRADED FD III | 22K | $100K–$500K | SH |
| COF | CAPITAL ONE FINL CORP | 2K | $100K–$500K | SH |
| ET | ENERGY TRANSFER L P | 24K | $100K–$500K | SH |
| EMR | EMERSON ELEC CO | 3K | $100K–$500K | SH |
| TER | TERADYNE INC | 2K | $100K–$500K | SH |
| TLT | ISHARES TR | 5K | $100K–$500K | SH |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | 14K | $100K–$500K | SH |
| EGP | EASTGROUP PPTYS INC | 2K | $100K–$500K | SH |
| O | REALTY INCOME CORP | 7K | $100K–$500K | SH |
| PAYX | PAYCHEX INC | 3K | $100K–$500K | SH |
| JBBB | JANUS DETROIT STR TR | 8K | $100K–$500K | SH |
| SPEM | SPDR INDEX SHS FDS | 8K | $100K–$500K | SH |
| MPC | MARATHON PETE CORP | 2K | $100K–$500K | SH |
| FTHI | FIRST TR EXCHANGE-TRADED FD | 16K | $100K–$500K | SH |
| REGL | PROSHARES TR | 4K | $100K–$500K | SH |
| VRT | VERTIV HOLDINGS CO | 2K | $100K–$500K | SH |
| FVAL | FIDELITY COVINGTON TRUST | 5K | $100K–$500K | SH |
| DELL | DELL TECHNOLOGIES INC | 3K | $100K–$500K | SH |
| DAL | DELTA AIR LINES INC DEL | 5K | $100K–$500K | SH |
| SRE | SEMPRA | 4K | $100K–$500K | SH |
| VMI | VALMONT INDS INC | 885 | $100K–$500K | SH |
| CELH | CELSIUS HLDGS INC | 8K | $100K–$500K | SH |
| FDEM | FIDELITY COVINGTON TRUST | 11K | $100K–$500K | SH |
| GD | GENERAL DYNAMICS CORP | 1K | $100K–$500K | SH |
| NOW | SERVICENOW INC | 2K | $100K–$500K | SH |
| XLF | SELECT SECTOR SPDR TR | 6K | $100K–$500K | SH |
| PNC | PNC FINL SVCS GROUP INC | 2K | $100K–$500K | SH |
| RDVI | FIRST TR EXCHANGE-TRADED FD | 13K | $100K–$500K | SH |
| VONE | VANGUARD SCOTTSDALE FDS | 1K | $100K–$500K | SH |
| EWO | ISHARES INC | 9K | $100K–$500K | SH |
| EWI | ISHARES INC | 6K | $100K–$500K | SH |
| HRTX | HERON THERAPEUTICS INC | 248K | $100K–$500K | SH |
| EWP | ISHARES INC | 6K | $100K–$500K | SH |
| APD | AIR PRODS & CHEMS INC | 1K | $100K–$500K | SH |
| SCCO | SOUTHERN COPPER CORP | 2K | $100K–$500K | SH |
| NOBL | PROSHARES TR | 3K | $100K–$500K | SH |
| IWX | ISHARES TR | 3K | $100K–$500K | SH |
| HSIC | HENRY SCHEIN INC | 4K | $100K–$500K | SH |
| EFG | ISHARES TR | 3K | $100K–$500K | SH |
| MRVL | MARVELL TECHNOLOGY INC | 4K | $100K–$500K | SH |
| JUCY | ETF SER SOLUTIONS | 14K | $100K–$500K | SH |
| BLOK | AMPLIFY ETF TR | 5K | $100K–$500K | SH |
| SLV | ISHARES SILVER TR | 5K | $100K–$500K | SH |
| USIG | ISHARES TR | 6K | $100K–$500K | SH |
| GSLC | GOLDMAN SACHS ETF TR | 2K | $100K–$500K | SH |