Cyndeo Wealth Partners, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 21, 2025), Cyndeo Wealth Partners, LLC reported 441 stock positions worth $1.5 billion. Its top holding was Microsoft (MSFT) at 4.2% of the portfolio, followed by Apple (AAPL, 3.1%) and Amazon.com (AMZN, 2.9%). Compared with Q3 2024, it opened 27 new positions, sold out of 30, added to 217 and reduced 135. The biggest buy was a new position in FT Core Investment Grade ETF (FTCB) and the biggest sale First Trust Smith Opportunis (FIXD, shares −93%).
- Most Recent 13F
- Q2 2026
- Location
- ST. PETERSBURG, FL
- CIK
- 0001950947
- Portfolio Value
- $1.5B (Q4 2024)
- SEC Filing
- 0001950947-25-000001 ↗ filed Jan 21, 2025
Holdings Value
Holdings 441 stocks · $1.5B
| MSFT Microsoft Corp. | 4.20% | 147,453 | $62.2M | Add +1.6% |
| AAPL Apple Inc. | 3.09% | 182,372 | $45.7M | Add +4.4% |
| AMZN Amazon.com Inc. | 2.91% | 196,480 | $43.1M | Add +1.0% |
| AVGO Broadcom Inc. | 2.14% | 136,802 | $31.7M | Reduce -0.6% |
| NVDA Nvidia Corp. | 1.86% | 205,272 | $27.6M | Add +3.4% |
| ABBV Abbvie Inc. | 1.64% | 136,913 | $24.3M | Add +0.7% |
| FBND Fidelity Total Bond ETF | 1.40% | 462,981 | $20.8M | Reduce -3.9% |
| FTGC First Trust Global Tactical | 1.38% | 850,853 | $20.4M | Add +4.0% |
| ABT Abbott Laboratories | 1.37% | 178,939 | $20.2M | Add +1.2% |
| GOOGL Alphabet Inc. Class A | 1.35% | 105,524 | $20.0M | Reduce -0.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.29% | 79,207 | $19.0M | Add +13.1% |
| META Meta Platforms Inc. Class A | 1.20% | 30,357 | $17.8M | Add +3.4% |
| FTCB FT Core Investment Grade ETF | 1.20% | 857,421 | $17.7M | New |
| FTSL First Trust Senior Loan ETF | 1.15% | 368,041 | $17.0M | Add +1.0% |
| JPM JPMorgan Chase & Co. | 1.15% | 70,920 | $17.0M | Add +2.5% |
| UCON First Trust Smith Unconstrai | 1.14% | 685,111 | $16.9M | Add +3.4% |
| YLD Principal Act Hi YLD ETF | 1.14% | 880,460 | $16.9M | Add +1.9% |
| IGIB iShares 5-10Y Inv Grade Corp. | 1.10% | 316,458 | $16.3M | Add +2.5% |
| GSY Invesco Ultra Short Duration | 1.10% | 323,848 | $16.2M | Add +2.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.08% | 39,101 | $16.0M | Add +0.2% |
| HD Home Depot Inc. | 1.06% | 40,137 | $15.6M | Add +2.2% |
| UNH Unitedhealth Group Inc. | 1.03% | 30,115 | $15.2M | Add +4.4% |
| IAU iShares Gold Trust | 0.97% | 291,209 | $14.4M | Reduce -6.8% |
| IVV iShares Core S&P 500 ETF | 0.97% | 24,418 | $14.4M | Add +7.1% |
| PHYS Sprott Physical Gold Trust | 0.91% | 666,973 | $13.4M | Add +1.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.90% | 109,967 | $13.3M | Add +27.8% |
| ARKB ARK 21SHARES Bitcoin ETF | 0.88% | 139,595 | $13.0M | Add +15.3% |
| KO The Coca-Cola Co. | 0.87% | 206,958 | $12.9M | Reduce -0.4% |
| PLTR Palantir Technologies Inc. Class A | 0.87% | 169,221 | $12.8M | Reduce -0.7% |
| ORCL Oracle Corp. | 0.84% | 74,368 | $12.4M | Add +1.7% |
| MS Morgan Stanley | 0.77% | 90,166 | $11.3M | Add +0.3% |
| UNP Union Pacific Corp. | 0.75% | 48,396 | $11.0M | Add +5.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.72% | 53,871 | $10.6M | Add +0.1% |
| URA Global X Uranium ETF | 0.69% | 380,099 | $10.2M | Add +1.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.69% | 34,970 | $10.1M | Add +10.1% |
| ACN Accenture PLC Class A | 0.67% | 28,318 | $10.0M | Add +2.6% |
| XOM Exxon Mobil Corp. | 0.67% | 92,196 | $9.9M | Add +0.3% |
| PSLV Sprott Physical Silver Trust | 0.66% | 1,012,599 | $9.8M | Add +2.8% |
| V Visa Inc. Class A | 0.63% | 29,671 | $9.4M | Add +1.1% |
| CCEP Coca-Cola Europacific Partne | 0.63% | 121,706 | $9.3M | Add +3.7% |
| MO Altria Group Inc. | 0.63% | 177,034 | $9.3M | Add +3.5% |
| PG The Procter & Gamble Co. | 0.62% | 54,981 | $9.2M | Add +2.9% |
| LLY Eli Lilly & Co. | 0.62% | 11,892 | $9.2M | Add +7.5% |
| TSLA Tesla Inc. | 0.62% | 22,573 | $9.1M | Add +8.3% |
| JNJ Johnson & Johnson | 0.61% | 62,185 | $9.0M | Add +3.9% |
| ADI Analog Devices Inc. | 0.60% | 41,879 | $8.9M | Add +1.6% |
| BLK BlackRock Inc. | 0.60% | 8,596 | $8.8M | New |
| UPS United Parcel Service Class B | 0.59% | 69,090 | $8.7M | Add +6.1% |
| OKE Oneok Inc. | 0.59% | 86,444 | $8.7M | Add +1.4% |
| NEE Nextera Energy Inc. | 0.58% | 119,868 | $8.6M | Add +8.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.58% | 50,757 | $8.6M | Add +3.7% |
| HON Honeywell International Inc. | 0.57% | 37,370 | $8.4M | Reduce -3.4% |
| KMI Kinder Morgan Inc. | 0.57% | 306,857 | $8.4M | Add +1.5% |
| DLR Digital Realty Trust Inc. | 0.57% | 47,199 | $8.4M | Add +1.6% |
| VZ Verizon Communications Inc. | 0.56% | 208,350 | $8.3M | Add +2.9% |
| BIT BlackRock Multi-Sector Inc. | 0.56% | 563,880 | $8.2M | Add +28.8% |
| ADP Automatic Data Processing | 0.55% | 27,857 | $8.2M | Add +1.7% |
| WMB Williams Cos Inc. | 0.55% | 150,307 | $8.1M | Add +1.7% |
| MLN Vaneck Long Muni ETF | 0.53% | 435,574 | $7.8M | Add +6.9% |
| MCD McDonald's Corp. | 0.52% | 26,377 | $7.6M | Add +1.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.51% | 12,833 | $7.5M | Reduce -3.4% |
| TFC Truist Financial Corp. | 0.50% | 171,595 | $7.4M | Add +3.4% |
| UGI Ugi Corp. | 0.49% | 255,965 | $7.2M | New |
| JWN Nordstrom Inc. | 0.47% | 290,814 | $7.0M | Add +4.7% |
| VTRS Viatris Inc. | 0.47% | 560,669 | $7.0M | Add +3.7% |
| SLG SL Green Realty Corp. | 0.47% | 102,317 | $6.9M | Add +1.8% |
| ORI Old Republic Intl Corp. | 0.47% | 191,059 | $6.9M | Add +4.0% |
| CRM Salesforce Inc. | 0.46% | 20,405 | $6.8M | Reduce -2.2% |
| FNF Fidelity National Financial | 0.46% | 121,518 | $6.8M | Add +4.0% |
| GOOG Alphabet Inc. Class C | 0.45% | 34,862 | $6.6M | Reduce -29.8% |
| DTE DTE Energy Company | 0.45% | 54,937 | $6.6M | Add +5.7% |
| XEVVX Eaton Vance Ltd. Durat Inc. | 0.44% | 673,294 | $6.6M | Reduce -13.3% |
| EPR Epr Properties filed as EPR PPTYS | 0.44% | 146,032 | $6.5M | Add +5.9% |
| LIN Linde PLC | 0.44% | 15,422 | $6.5M | Add +4.5% |
| CNA Cna Financial Corp. | 0.43% | 132,259 | $6.4M | Add +6.2% |
| GIS General Mills Inc. | 0.43% | 98,668 | $6.3M | Add +7.7% |
| LGOV First TR Long Duration O-ETF | 0.42% | 296,623 | $6.2M | New |
| HYD Vaneck High Yield Muni ETF | 0.41% | 115,782 | $6.0M | Add +6.2% |
| ABFL Abacus FCF Leaders ETF | 0.40% | 89,826 | $6.0M | Reduce -2.1% |
| WU Western Union Co. | 0.40% | 559,305 | $5.9M | Add +7.8% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.40% | 112,846 | $5.9M | Add +8.0% |
| PLD Prologis Inc. | 0.39% | 54,927 | $5.8M | Add +4.4% |
| CB Chubb Ltd. | 0.36% | 19,135 | $5.3M | Add +1.3% |
| MA Mastercard Inc. Class A | 0.35% | 9,896 | $5.2M | Add +1.7% |
| AMLP Alerian MLP ETF | 0.35% | 106,694 | $5.1M | Add +65.7% |
| BX Blackstone Inc. | 0.32% | 27,832 | $4.8M | Add +0.2% |
| COST Costco Wholesale Corp. | 0.32% | 5,177 | $4.7M | Add +18.7% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.32% | 91,511 | $4.7M | Add +0.7% |
| PDI PIMCO Dynamic Income Fund | 0.32% | 254,658 | $4.7M | Add +254.8% |
| FBCG Fidelity Blue Chip Grow ETF | 0.31% | 99,531 | $4.6M | Reduce -1.5% |
| ISRG Intuitive Surgical Inc. | 0.31% | 8,786 | $4.6M | Add +4.9% |
| TSN Tyson Foods Inc. Class A | 0.30% | 77,328 | $4.4M | New |
| IBMN iShares Ibonds Dec 2025 Term | 0.30% | 166,430 | $4.4M | Add +4.5% |
| IBMO iShares Ibonds Dec 2026 Term | 0.30% | 172,982 | $4.4M | Add +4.5% |
| HELO JPMorgan Hedged Equity ETF | 0.29% | 70,069 | $4.3M | Add +4.8% |
| INTU Intuit Inc. | 0.29% | 6,862 | $4.3M | Add +3.7% |
| FMHI First Trust Municipal High I | 0.29% | 88,070 | $4.3M | Add +2.3% |
| AMP Ameriprise Financial Inc. | 0.28% | 7,891 | $4.2M | Add +1.5% |
| DCOR Dimensional US Core Eq 1 ETF | 0.28% | 63,879 | $4.1M | Add +3.2% |
| MRSH Marsh & McLennan Cos | 0.27% | 18,822 | $4.0M | Add +3.3% |
Portfolio Sells Q3 2024 → Q4 2024
| FIXD First Trust Smith Opportunis | Reduce -93.0% | 0.09% | −1.32 |
| EDV Vanguard Extended Dur Treas | Reduce -96.1% | 0.02% | −0.50 |
| COP Conocophillips | Reduce -89.2% | 0.04% | −0.41 |
| ALLY Ally Financial Inc. | Sold out | 0.00% | −0.40 |
| IBMM iShares Ibonds Dec 2024 Term | Sold out | 0.00% | −0.30 |
| KO The Coca-Cola Co. | Reduce -0.4% | 0.87% | −0.17 |
| FBND Fidelity Total Bond ETF | Reduce -3.9% | 1.40% | −0.17 |
| AIG American International Group | Sold out | 0.00% | −0.17 |
| FTXL First Trust Nasdaq Semicondu | Sold out | 0.00% | −0.15 |
| GOOG Alphabet Inc. Class C | Reduce -29.8% | 0.45% | −0.13 |
| XEVVX Eaton Vance Ltd. Durat Inc. | Reduce -13.3% | 0.44% | −0.13 |
| IAU iShares Gold Trust | Reduce -6.8% | 0.97% | −0.11 |
| TTE Totalenergies SE -Spon ADR | Reduce -33.5% | 0.13% | −0.11 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -57.4% | 0.07% | −0.10 |
| JFR Nuveen Floating Rate Income | Reduce -24.1% | 0.26% | −0.09 |
| PFE Pfizer Inc. | Reduce -11.3% | 0.24% | −0.07 |
| FANG Diamondback Energy Inc. | Sold out | 0.00% | −0.06 |
| CL Colgate-Palmolive Co. | Reduce -10.2% | 0.20% | −0.06 |
| QUAL iShares MSCI USA Quality Fac | Reduce -22.4% | 0.18% | −0.06 |
| LMT Lockheed Martin Corp. | Reduce -0.8% | 0.24% | −0.06 |
| IBTE iShares Ibonds Dec 2024 Term | Sold out | 0.00% | −0.05 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -13.4% | 0.21% | −0.05 |
| GSK GSK PLC-Spon ADR | Sold out | 0.00% | −0.04 |
| IRM Iron Mountain Inc. | Reduce 0.0% | 0.25% | −0.04 |
| VRTX Vertex Pharmaceuticals Inc. | Sold out | 0.00% | −0.04 |
| HQH Abrdn Healthcare Investors | Reduce -40.0% | 0.04% | −0.04 |
| PCN PIMCO Corporate & Income STR | Reduce -15.3% | 0.13% | −0.04 |
| KLAC KLA Corp. | Sold out | 0.00% | −0.04 |
| BP BP PLC-Spons ADR | Reduce -32.4% | 0.06% | −0.03 |
| LYB Lyondellbasell Indu Class A | Sold out | 0.00% | −0.03 |
| BITO Proshares Bitcoin ETF-Usd | Sold out | 0.00% | −0.03 |
| IGEB iShares Investment Grade SYS | Reduce -44.0% | 0.03% | −0.03 |
| MRK Merck & Co. Inc. | Reduce -0.5% | 0.17% | −0.03 |
| EFV iShares MSCI Eafe Value ETF | Reduce -5.2% | 0.15% | −0.03 |
| MUB iShares National Muni Bond E | Reduce -61.5% | 0.02% | −0.03 |
| VWO Vanguard Ftse Emerging Marke | Reduce -6.3% | 0.14% | −0.03 |
| QTEC First Trust Nasdq 100 Tech I | Reduce -12.6% | 0.14% | −0.03 |
| FXR First Trust Indst/Producers | Reduce -13.7% | 0.12% | −0.03 |
| IBM Intl Business Machines Corp. | Reduce -7.8% | 0.21% | −0.03 |
| FTSM First Trust Enh Short Mat FD | Sold out | 0.00% | −0.02 |
| AGG iShares Core U.S. Aggregate | Reduce -7.9% | 0.14% | −0.02 |
| QGRO American Century US Quality | Reduce -14.4% | 0.23% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -3.4% | 0.51% | −0.02 |
| STX Seagate Technology Holdings | Reduce -1.9% | 0.07% | −0.02 |
| FVAL Fidelity Value Factor ETF | Reduce -13.1% | 0.13% | −0.02 |
| FXD First Trust Consumer Discret | Reduce -13.8% | 0.13% | −0.02 |
| INTC Intel Corp. | Reduce -36.9% | 0.02% | −0.02 |
| KNG FT Vest S&P 500 DVD Arst TRG | Reduce -27.9% | 0.04% | −0.02 |
| REGN Regeneron Pharmaceuticals | Reduce -0.1% | 0.04% | −0.02 |
| TLT iShares 20+ Year Treasury BD | Reduce -5.9% | 0.08% | −0.02 |
Portfolio Buys Q3 2024 → Q4 2024
| FTCB FT Core Investment Grade ETF | New | 1.20% | +1.20 |
| BLK BlackRock Inc. | New | 0.60% | +0.60 |
| UGI Ugi Corp. | New | 0.49% | +0.49 |
| LGOV First TR Long Duration O-ETF | New | 0.42% | +0.42 |
| AMZN Amazon.com Inc. | Add +1.0% | 2.91% | +0.38 |
| ARKB ARK 21SHARES Bitcoin ETF | Add +15.3% | 0.88% | +0.34 |
| TSN Tyson Foods Inc. Class A | New | 0.30% | +0.30 |
| AAPL Apple Inc. | Add +4.4% | 3.09% | +0.24 |
| TSLA Tesla Inc. | Add +8.3% | 0.62% | +0.24 |
| PDI PIMCO Dynamic Income Fund | Add +254.8% | 0.32% | +0.21 |
| TJX TJX Companies Inc. | Add +27.8% | 0.90% | +0.19 |
| NVDA Nvidia Corp. | Add +3.4% | 1.86% | +0.18 |
| IBMQ iShares Ibonds Dec 2028 Muni | New | 0.15% | +0.15 |
| AMLP Alerian MLP ETF | Add +65.7% | 0.35% | +0.14 |
| JPM JPMorgan Chase & Co. | Add +2.5% | 1.15% | +0.13 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +13.1% | 1.29% | +0.13 |
| URI United Rentals Inc. | New | 0.12% | +0.12 |
| MS Morgan Stanley | Add +0.3% | 0.77% | +0.11 |
| FXO First Trust Financial Alphad | New | 0.10% | +0.10 |
| KMI Kinder Morgan Inc. | Add +1.5% | 0.57% | +0.10 |
| BIT BlackRock Multi-Sector Inc. | Add +28.8% | 0.56% | +0.09 |
| WMB Williams Cos Inc. | Add +1.7% | 0.55% | +0.08 |
| V Visa Inc. Class A | Add +1.1% | 0.63% | +0.07 |
| TSM Taiwan Semiconductor-SP ADR | Add +0.1% | 0.72% | +0.07 |
| ETHE Grayscale Ethereum Staking E | New | 0.07% | +0.07 |
| MTUM iShares MSCI USA Momentum Fa | Add +150.2% | 0.10% | +0.06 |
| MDY State Street SPDR S&P Midcap | Add +49.8% | 0.19% | +0.06 |
| RQI Cohen & Steers Qual Inc. RLTY | Add +54.8% | 0.25% | +0.06 |
| VTI VG Morningstar TS MKT ETF-US | Add +10.1% | 0.69% | +0.06 |
| MSTR Strategy Inc. | New | 0.06% | +0.06 |
| IVV iShares Core S&P 500 ETF | Add +7.1% | 0.97% | +0.05 |
| COST Costco Wholesale Corp. | Add +18.7% | 0.32% | +0.05 |
| IXC iShares Global Energy ETF | New | 0.05% | +0.05 |
| OKE Oneok Inc. | Add +1.4% | 0.59% | +0.04 |
| APP AppLovin Corp. Class A | New | 0.04% | +0.04 |
| DLR Digital Realty Trust Inc. | Add +1.6% | 0.57% | +0.04 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.2% | 1.08% | +0.04 |
| JWN Nordstrom Inc. | Add +4.7% | 0.47% | +0.04 |
| VTRS Viatris Inc. | Add +3.7% | 0.47% | +0.03 |
| IEMG iShares Core MSCI Emerging | Add +82.2% | 0.09% | +0.03 |
| CEG Constellation Energy | New | 0.03% | +0.03 |
| AMP Ameriprise Financial Inc. | Add +1.5% | 0.28% | +0.03 |
| BX Blackstone Inc. | Add +0.2% | 0.32% | +0.03 |
| META Meta Platforms Inc. Class A | Add +3.4% | 1.20% | +0.03 |
| DOW Dow Inc. | New | 0.03% | +0.03 |
| BTC Grayscale Bitcoin Mini ETF | New | 0.03% | +0.03 |
| BSX Boston Scientific Corp. | Add +8.9% | 0.23% | +0.03 |
| NFLX Netflix Inc. | Add +6.4% | 0.11% | +0.03 |
| DES Wisdomtree US Smallcap Divid | New | 0.02% | +0.02 |
| FTGC First Trust Global Tactical | Add +4.0% | 1.38% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 517 | $2.1B | MSFT, AAPL, AVGO, NVDA, AMZN |
| Q1 2026 | 478 | $1.9B | MSFT, AAPL, NVDA, AVGO, AMZN |
| Q4 2025 | 477 | $1.9B | MSFT, AVGO, AAPL, NVDA, AMZN |
| Q3 2025 | 474 | $1.8B | MSFT, AVGO, NVDA, AAPL, AMZN |
| Q2 2025 | 465 | $1.7B | MSFT, AVGO, AMZN, NVDA, AAPL |
| Q1 2025 | 448 | $1.5B | MSFT, AAPL, AMZN, AVGO, NVDA |
| Q4 2024 | 441 | $1.5B | MSFT, AAPL, AMZN, AVGO, NVDA |
| Q3 2024 | 444 | $1.4B | MSFT, AAPL, AMZN, ABBV, NVDA |
| Q2 2024 | 393 | $1.3B | MSFT, AMZN, AGG, AAPL, ABBV |
| Q1 2024 | 380 | $1.2B | MSFT, AGG, AMZN, ABBV, FIXD |