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 401–450 of 477
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FANG | DIAMONDBACK ENERGY INC | 2K | $100K–$500K | SH |
| CINF | CINCINNATI FINL CORP | 2K | $100K–$500K | SH |
| EWH | ISHARES INC | 14K | $100K–$500K | SH |
| NVO | NOVO-NORDISK A S | 6K | $100K–$500K | SH |
| CRSP | CRISPR THERAPEUTICS AG | 6K | $100K–$500K | SH |
| KRE | SPDR SERIES TRUST | 4K | $100K–$500K | SH |
| TIP | ISHARES TR | 3K | $100K–$500K | SH |
| MUNI | PIMCO ETF TR | 5K | $100K–$500K | SH |
| DFUV | DIMENSIONAL ETF TRUST | 6K | $100K–$500K | SH |
| FVD | FIRST TR VALUE LINE DIVID IN | 6K | $100K–$500K | SH |
| PMO | PUTNAM MUN OPPORTUNITIES TR | 26K | $100K–$500K | SH |
| IBD | NORTHERN LTS FD TR IV | 11K | $100K–$500K | SH |
| VLO | VALERO ENERGY CORP | 2K | $100K–$500K | SH |
| BKNG | BOOKING HOLDINGS INC | 51 | $100K–$500K | SH |
| VGT | VANGUARD WORLD FD | 361 | $100K–$500K | SH |
| GIS | GENERAL MLS INC | 6K | $100K–$500K | SH |
| PTNQ | PACER FDS TR | 3K | $100K–$500K | SH |
| RNEM | FIRST TR EXCHANGE-TRADED FD | 5K | $100K–$500K | SH |
| HYG | ISHARES TR | 3K | $100K–$500K | SH |
| CCL | CARNIVAL CORP | 9K | $100K–$500K | SH |
| IVLU | ISHARES TR | 7K | $100K–$500K | SH |
| VPU | VANGUARD WORLD FD | 1K | $100K–$500K | SH |
| WELL | WELLTOWER INC | 1K | $100K–$500K | SH |
| KNG | FIRST TR EXCHANGE-TRADED FD | 5K | $100K–$500K | SH |
| MFC | MANULIFE FINL CORP | 7K | $100K–$500K | SH |
| FDL | FIRST TR MORNINGSTAR DIVID L | 6K | $100K–$500K | SH |
| PTLC | PACER FDS TR | 5K | $100K–$500K | SH |
| IDE | VOYA INFRASTRUCTURE INDLS & | 20K | $100K–$500K | SH |
| SYY | SYSCO CORP | 3K | $100K–$500K | SH |
| HUM | HUMANA INC | 972 | $100K–$500K | SH |
| UBER | UBER TECHNOLOGIES INC | 3K | $100K–$500K | SH |
| ICVT | ISHARES TR | 3K | $100K–$500K | SH |
| JCI | JOHNSON CTLS INTL PLC | 2K | $100K–$500K | SH |
| ARCC | ARES CAPITAL CORP | 12K | $100K–$500K | SH |
| BBH | VANECK ETF TRUST | 1K | $100K–$500K | SH |
| SPLV | INVESCO EXCH TRADED FD TR II | 3K | $100K–$500K | SH |
| ADM | ARCHER DANIELS MIDLAND CO | 225K | $100K–$500K | SH |
| CF | CF INDS HLDGS INC | 3K | $100K–$500K | SH |
| RF | REGIONS FINANCIAL CORP NEW | 9K | $100K–$500K | SH |
| GWW | GRAINGER W W INC | 238 | $100K–$500K | SH |
| NXPI | NXP SEMICONDUCTORS N V | 1K | $100K–$500K | SH |
| WPM | WHEATON PRECIOUS METALS CORP | 2K | $100K–$500K | SH |
| SNPE | DBX ETF TR | 4K | $100K–$500K | SH |
| OTIS | OTIS WORLDWIDE CORP | 3K | $100K–$500K | SH |
| CPNJ | CALAMOS ETF TR | 9K | $100K–$500K | SH |
| IQV | IQVIA HLDGS INC | 1K | $100K–$500K | SH |
| QQEW | FIRST TR NAS100 EQ WEIGHTED | 2K | $100K–$500K | SH |
| XEL | XCEL ENERGY INC | 3K | $100K–$500K | SH |
| NTLA | INTELLIA THERAPEUTICS INC | 25K | $100K–$500K | SH |
| XLU | SELECT SECTOR SPDR TR | 5K | $100K–$500K | SH |