Cyndeo Wealth Partners, LLC 13F Holdings

CIK 0001950947 · ST. PETERSBURG, FL

As of Sep 30, 2025, Cyndeo Wealth Partners, LLC reported 474 positions worth .7B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MICROSOFT CORPMSFTTechnology165,198$85.6M5.17%
BROADCOM INCAVGOTechnology179,765$59.3M3.58%
NVIDIA CORPNVDATechnology281,570$52.5M3.17%
APPLE INCAAPLTechnology204,022$52.0M3.14%
AMAZON.COM INCAMZNEquity205,563$45.1M2.73%
ABBVIE INCABBVEquity131,940$30.5M1.85%
JPMORGAN CHASE & COJPMFinancial Services96,292$30.4M1.84%
ORACLE CORPORCLTechnology103,583$29.1M1.76%
META PLATFORMS INCMETACommunication Services33,296$24.5M1.48%
FIDELITY TOTAL BOND ETFFBND—522,205$24.1M1.46%
ALPHABET INCGOOGLEquity97,971$23.8M1.44%
ABBOTT LABORATORIESABTHealthcare175,593$23.5M1.42%
FIRST TRUST EXCHANGE-TRADED FUND VIIFTGC—903,864$23.4M1.41%
VANGUARD SMALL-CAP INDEX FUNDVB—87,649$22.3M1.35%
FIRST TRUST CORE INVESTMENT GRADE ETFFTCB—932,585 9.9M1.20%
SPROTT PHYSICAL GOLD TRUSTPHYS—667,729 9.8M1.20%
ISHARES GOLD TRUSTIAU—269,069 9.6M1.18%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology69,255 9.3M1.17%
JOHNSON & JOHNSONJNJHealthcare103,832 9.3M1.16%
HOME DEPOT INCHDConsumer Cyclical47,225 9.1M1.16%
GLOBAL X URANIUM ETFURA—396,006 8.9M1.14%
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGIB—346,930 8.8M1.13%
FIRST TRUST SMITH UNCONSTRAINED BOND ETFUCON—741,658 8.7M1.13%
VANGUARD GROWTH INDEX FUNDVUG—38,899 8.7M1.13%
PRINCIPAL EXCHANGE TRADED FD——933,334 8.2M1.10%