Cyndeo Wealth Partners, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 17, 2025), Cyndeo Wealth Partners, LLC reported 448 stock positions worth $1.5 billion. Its top holding was Microsoft (MSFT) at 4.0% of the portfolio, followed by Apple (AAPL, 2.9%) and Amazon.com (AMZN, 2.5%). Compared with Q4 2024, it opened 41 new positions, sold out of 34, added to 194 and reduced 172. The biggest buy was Nuveen Floating Rate Income (JFR, shares +241%) and the biggest sale BlackRock (BLK, shares −87%).
- Most Recent 13F
- Q2 2026
- Location
- ST. PETERSBURG, FL
- CIK
- 0001950947
- Portfolio Value
- $1.5B (Q1 2025)
- SEC Filing
- 0001950947-25-000002 ↗ filed Apr 17, 2025
Holdings Value
Holdings 448 stocks · $1.5B
| MSFT Microsoft Corp. | 4.04% | 163,885 | $61.5M | Add +11.1% |
| AAPL Apple Inc. | 2.92% | 200,475 | $44.5M | Add +9.9% |
| AMZN Amazon.com Inc. | 2.51% | 201,095 | $38.3M | Add +2.4% |
| AVGO Broadcom Inc. | 2.10% | 191,043 | $32.0M | Add +39.6% |
| NVDA Nvidia Corp. | 1.83% | 257,333 | $27.9M | Add +25.4% |
| ABBV Abbvie Inc. | 1.78% | 129,698 | $27.2M | Reduce -5.3% |
| FBND Fidelity Total Bond ETF | 1.54% | 513,787 | $23.5M | Add +11.0% |
| ABT Abbott Laboratories | 1.54% | 176,726 | $23.4M | Reduce -1.2% |
| FTGC First Trust Global Tactical | 1.48% | 884,476 | $22.6M | Add +4.0% |
| JPM JPMorgan Chase & Co. | 1.38% | 85,625 | $21.0M | Add +20.7% |
| META Meta Platforms Inc. Class A | 1.33% | 35,039 | $20.2M | Add +15.4% |
| FTCB FT Core Investment Grade ETF | 1.27% | 923,275 | $19.4M | Add +7.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.26% | 86,604 | $19.2M | Add +9.3% |
| UCON First Trust Smith Unconstrai | 1.20% | 736,087 | $18.2M | Add +7.4% |
| IGIB iShares 5-10Y Inv Grade Corp. | 1.19% | 344,683 | $18.1M | Add +8.9% |
| FTSL First Trust Senior Loan ETF | 1.16% | 388,147 | $17.7M | Add +5.5% |
| YLD Principal Act Hi YLD ETF | 1.16% | 929,537 | $17.7M | Add +5.6% |
| GSY Invesco Ultra Short Duration | 1.15% | 349,318 | $17.5M | Add +7.9% |
| IAU iShares Gold Trust | 1.08% | 279,523 | $16.5M | Reduce -4.0% |
| HD Home Depot Inc. | 1.05% | 43,735 | $16.0M | Add +9.0% |
| PHYS Sprott Physical Gold Trust | 1.05% | 665,430 | $16.0M | Reduce -0.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.00% | 124,738 | $15.2M | Add +13.4% |
| ORCL Oracle Corp. | 0.96% | 104,534 | $14.6M | Add +40.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.95% | 39,191 | $14.5M | Add +0.2% |
| GOOGL Alphabet Inc. Class A | 0.95% | 93,934 | $14.5M | Reduce -11.0% |
| UNH Unitedhealth Group Inc. | 0.94% | 27,327 | $14.3M | Reduce -9.3% |
| IVV iShares Core S&P 500 ETF | 0.93% | 25,115 | $14.1M | Add +2.9% |
| KO The Coca-Cola Co. | 0.82% | 173,660 | $12.4M | Reduce -16.1% |
| JFR Nuveen Floating Rate Income | 0.80% | 1,444,000 | $12.2M | Add +241.4% |
| CCEP Coca-Cola Europacific Partne | 0.79% | 138,629 | $12.1M | Add +13.9% |
| PSLV Sprott Physical Silver Trust | 0.79% | 1,031,197 | $12.0M | Add +1.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.75% | 68,613 | $11.4M | Add +27.4% |
| MS Morgan Stanley | 0.73% | 95,878 | $11.2M | Add +6.3% |
| MO Altria Group Inc. | 0.73% | 185,191 | $11.1M | Add +4.6% |
| LLY Eli Lilly & Co. | 0.70% | 12,937 | $10.7M | Add +8.8% |
| BIT BlackRock Multi-Sector Inc. | 0.70% | 733,880 | $10.6M | Add +30.1% |
| VZ Verizon Communications Inc. | 0.69% | 230,651 | $10.5M | Add +10.7% |
| ARKB ARK 21SHARES Bitcoin ETF | 0.68% | 126,124 | $10.4M | Reduce -9.7% |
| JNJ Johnson & Johnson | 0.67% | 61,841 | $10.3M | Reduce -0.6% |
| V Visa Inc. Class A | 0.66% | 28,513 | $10.0M | Reduce -3.9% |
| UNP Union Pacific Corp. | 0.65% | 42,082 | $9.9M | Reduce -13.1% |
| ADP Automatic Data Processing | 0.62% | 31,061 | $9.5M | Add +11.5% |
| PG The Procter & Gamble Co. | 0.61% | 54,196 | $9.2M | Reduce -1.4% |
| URA Global X Uranium ETF | 0.59% | 393,816 | $9.0M | Add +3.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.58% | 50,890 | $8.8M | Add +0.3% |
| OKE Oneok Inc. | 0.56% | 85,536 | $8.5M | Reduce -1.1% |
| GOOG Alphabet Inc. Class C | 0.56% | 54,136 | $8.5M | Add +55.3% |
| XOM Exxon Mobil Corp. | 0.55% | 70,880 | $8.4M | Reduce -23.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.55% | 30,487 | $8.4M | Reduce -12.8% |
| PLTR Palantir Technologies Inc. Class A | 0.55% | 98,869 | $8.3M | Reduce -41.6% |
| NEE Nextera Energy Inc. | 0.54% | 115,993 | $8.2M | Reduce -3.2% |
| DTE DTE Energy Company | 0.54% | 59,452 | $8.2M | Add +8.2% |
| WMB Williams Cos Inc. | 0.54% | 136,929 | $8.2M | Reduce -8.9% |
| EPR Epr Properties filed as EPR PPTYS | 0.54% | 154,954 | $8.2M | Add +6.1% |
| MCD McDonald's Corp. | 0.53% | 25,957 | $8.1M | Reduce -1.6% |
| KMI Kinder Morgan Inc. | 0.53% | 283,769 | $8.1M | Reduce -7.5% |
| ORI Old Republic Intl Corp. | 0.53% | 205,035 | $8.0M | Add +7.3% |
| CB Chubb Ltd. | 0.52% | 26,340 | $8.0M | Add +37.6% |
| UGI Ugi Corp. | 0.52% | 239,401 | $7.9M | Reduce -6.5% |
| JWN Nordstrom Inc. | 0.50% | 312,272 | $7.6M | Add +7.4% |
| UPS United Parcel Service Class B | 0.50% | 68,812 | $7.6M | Reduce -0.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.49% | 13,404 | $7.5M | Add +4.5% |
| TFC Truist Financial Corp. | 0.49% | 182,154 | $7.5M | Add +6.2% |
| IPG Interpublic Group of Cos Inc. | 0.49% | 275,962 | $7.5M | New |
| CNA Cna Financial Corp. | 0.49% | 145,700 | $7.4M | Add +10.2% |
| PDI PIMCO Dynamic Income Fund | 0.48% | 372,081 | $7.4M | Add +46.1% |
| CNH CNH Industrial NV | 0.48% | 595,277 | $7.3M | New |
| ZROZ PIMCO 25+ YR Zero CPN US Tif | 0.48% | 101,836 | $7.3M | New |
| LIN Linde PLC | 0.48% | 15,614 | $7.3M | Add +1.2% |
| AXP American Express Co. | 0.47% | 26,619 | $7.2M | Add +1017.0% |
| NTR Nutrien Ltd. | 0.46% | 142,592 | $7.1M | New |
| AMGN Amgen Inc. | 0.46% | 22,611 | $7.0M | Add +955.6% |
| ADI Analog Devices Inc. | 0.45% | 33,839 | $6.8M | Reduce -19.2% |
| CMA Comerica Inc. | 0.43% | 112,101 | $6.6M | New |
| MLN Vaneck Long Muni ETF | 0.43% | 375,662 | $6.5M | Reduce -13.8% |
| OMF Onemain Holdings Inc. | 0.42% | 132,211 | $6.5M | New |
| ACN Accenture PLC Class A | 0.41% | 20,184 | $6.3M | Reduce -28.7% |
| IWF iShares Russell 1000 Growth | 0.41% | 17,421 | $6.3M | Add +229.4% |
| MDY State Street SPDR S&P Midcap | 0.41% | 11,702 | $6.2M | Add +142.4% |
| PLD Prologis Inc. | 0.41% | 55,788 | $6.2M | Add +1.6% |
| TSLA Tesla Inc. | 0.41% | 23,809 | $6.2M | Add +5.5% |
| MA Mastercard Inc. Class A | 0.39% | 10,968 | $6.0M | Add +10.8% |
| ABFL Abacus FCF Leaders ETF | 0.39% | 93,440 | $6.0M | Add +4.0% |
| XEVVX Eaton Vance Ltd. Durat Inc. | 0.37% | 570,944 | $5.7M | Reduce -15.2% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.36% | 104,054 | $5.5M | Reduce -7.8% |
| AMLP Alerian MLP ETF | 0.36% | 104,920 | $5.4M | Reduce -1.7% |
| TT Trane Technologies PLC | 0.35% | 15,608 | $5.3M | Add +72.6% |
| WMT Walmart Inc. | 0.34% | 59,538 | $5.2M | Add +139.8% |
| RQI Cohen & Steers Qual Inc. RLTY | 0.33% | 400,710 | $5.0M | Add +31.4% |
| PSX Phillips 66 | 0.33% | 40,647 | $5.0M | Add +64.0% |
| HYD Vaneck High Yield Muni ETF | 0.33% | 97,088 | $5.0M | Reduce -16.1% |
| COST Costco Wholesale Corp. | 0.32% | 5,193 | $4.9M | Add +0.3% |
| ISRG Intuitive Surgical Inc. | 0.32% | 9,713 | $4.8M | Add +10.6% |
| FBCG Fidelity Blue Chip Grow ETF | 0.31% | 117,834 | $4.7M | Add +18.4% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.31% | 95,945 | $4.7M | Add +4.8% |
| TXN Texas Instruments Inc. | 0.30% | 25,827 | $4.6M | Add +65.5% |
| CRM Salesforce Inc. | 0.30% | 17,275 | $4.6M | Reduce -15.3% |
| FMHI First Trust Municipal High I | 0.30% | 95,278 | $4.6M | Add +8.2% |
| EPD Enterprise Products Partners | 0.30% | 133,358 | $4.6M | Add +20.0% |
| BSX Boston Scientific Corp. | 0.29% | 43,284 | $4.4M | Add +11.3% |
Portfolio Sells Q4 2024 → Q1 2025
| BLK BlackRock Inc. | Reduce -87.3% | 0.07% | −0.53 |
| DLR Digital Realty Trust Inc. | Reduce -88.7% | 0.05% | −0.52 |
| HON Honeywell International Inc. | Reduce -84.0% | 0.08% | −0.49 |
| VTRS Viatris Inc. | Sold out | 0.00% | −0.47 |
| SLG SL Green Realty Corp. | Sold out | 0.00% | −0.47 |
| FNF Fidelity National Financial | Reduce -97.0% | 0.02% | −0.45 |
| LGOV First TR Long Duration O-ETF | Sold out | 0.00% | −0.42 |
| GIS General Mills Inc. | Reduce -94.8% | 0.02% | −0.41 |
| WU Western Union Co. | Sold out | 0.00% | −0.40 |
| GOOGL Alphabet Inc. Class A | Reduce -11.0% | 0.95% | −0.40 |
| PLTR Palantir Technologies Inc. Class A | Reduce -41.6% | 0.55% | −0.32 |
| TSN Tyson Foods Inc. Class A | Sold out | 0.00% | −0.30 |
| ACN Accenture PLC Class A | Reduce -28.7% | 0.41% | −0.26 |
| ARKB ARK 21SHARES Bitcoin ETF | Reduce -9.7% | 0.68% | −0.20 |
| CRM Salesforce Inc. | Reduce -15.3% | 0.30% | −0.16 |
| ADI Analog Devices Inc. | Reduce -19.2% | 0.45% | −0.15 |
| AMAT Applied Materials Inc. | Reduce -87.8% | 0.02% | −0.14 |
| WCN Waste Connections Inc. | Reduce -92.0% | 0.01% | −0.14 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -12.8% | 0.55% | −0.14 |
| HELO JPMorgan Hedged Equity ETF | Reduce -41.2% | 0.16% | −0.13 |
| EMXC iShares MSCI Emr MRK Ex Chna | Sold out | 0.00% | −0.13 |
| URI United Rentals Inc. | Sold out | 0.00% | −0.12 |
| CL Colgate-Palmolive Co. | Reduce -61.7% | 0.08% | −0.12 |
| XOM Exxon Mobil Corp. | Reduce -23.1% | 0.55% | −0.12 |
| FVAL Fidelity Value Factor ETF | Reduce -83.2% | 0.02% | −0.11 |
| MLN Vaneck Long Muni ETF | Reduce -13.8% | 0.43% | −0.10 |
| UNP Union Pacific Corp. | Reduce -13.1% | 0.65% | −0.09 |
| UPS United Parcel Service Class B | Reduce -0.4% | 0.50% | −0.09 |
| ABLG Abac FCF Intern Lead ETF-Usd | Sold out | 0.00% | −0.09 |
| UNH Unitedhealth Group Inc. | Reduce -9.3% | 0.94% | −0.09 |
| HYD Vaneck High Yield Muni ETF | Reduce -16.1% | 0.33% | −0.08 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -43.0% | 0.10% | −0.07 |
| XEVVX Eaton Vance Ltd. Durat Inc. | Reduce -15.2% | 0.37% | −0.07 |
| CMG Chipotle Mexican Grill Inc. | Reduce -17.5% | 0.14% | −0.07 |
| PCN PIMCO Corporate & Income STR | Reduce -53.1% | 0.06% | −0.07 |
| MTUM iShares MSCI USA Momentum Fa | Reduce -64.2% | 0.04% | −0.07 |
| TMO Thermo Fisher Scientific Inc. | Reduce -25.0% | 0.15% | −0.07 |
| AMT American Tower Corp. | Reduce -35.5% | 0.17% | −0.06 |
| IJR iShares Core S&P Small-Cap E | Reduce -59.9% | 0.03% | −0.06 |
| KO The Coca-Cola Co. | Reduce -16.1% | 0.82% | −0.05 |
| IBMN iShares Ibonds Dec 2025 Term | Reduce -14.8% | 0.25% | −0.05 |
| SPGI S&P Global Inc. | Reduce -23.4% | 0.15% | −0.05 |
| IXC iShares Global Energy ETF | Sold out | 0.00% | −0.05 |
| INTU Intuit Inc. | Reduce -11.5% | 0.24% | −0.05 |
| AEP American Electric Power | Reduce -58.3% | 0.04% | −0.04 |
| NEE Nextera Energy Inc. | Reduce -3.2% | 0.54% | −0.04 |
| BINC iShares Flex I A ETF-Usd Inc. | Reduce -7.8% | 0.36% | −0.04 |
| GBTC Grayscale Bitcoin Trust ETF | Reduce -3.5% | 0.18% | −0.04 |
| AMP Ameriprise Financial Inc. | Reduce -1.5% | 0.25% | −0.04 |
| KMI Kinder Morgan Inc. | Reduce -7.5% | 0.53% | −0.04 |
Portfolio Buys Q4 2024 → Q1 2025
| JFR Nuveen Floating Rate Income | Add +241.4% | 0.80% | +0.55 |
| IPG Interpublic Group of Cos Inc. | New | 0.49% | +0.49 |
| CNH CNH Industrial NV | New | 0.48% | +0.48 |
| ZROZ PIMCO 25+ YR Zero CPN US Tif | New | 0.48% | +0.48 |
| NTR Nutrien Ltd. | New | 0.46% | +0.46 |
| CMA Comerica Inc. | New | 0.43% | +0.43 |
| AMGN Amgen Inc. | Add +955.6% | 0.46% | +0.42 |
| OMF Onemain Holdings Inc. | New | 0.42% | +0.42 |
| AXP American Express Co. | Add +1017.0% | 0.47% | +0.42 |
| IWF iShares Russell 1000 Growth | Add +229.4% | 0.41% | +0.27 |
| JPM JPMorgan Chase & Co. | Add +20.7% | 1.38% | +0.23 |
| IWY iShares Russell Top 200 Grow | Add +888.8% | 0.26% | +0.23 |
| MDY State Street SPDR S&P Midcap | Add +142.4% | 0.41% | +0.22 |
| JBL Jabil Inc. | New | 0.19% | +0.19 |
| WMT Walmart Inc. | Add +139.8% | 0.34% | +0.19 |
| JAVA JPMorgan Active Value ETF | New | 0.19% | +0.19 |
| PDI PIMCO Dynamic Income Fund | Add +46.1% | 0.48% | +0.17 |
| CB Chubb Ltd. | Add +37.6% | 0.52% | +0.16 |
| CCEP Coca-Cola Europacific Partne | Add +13.9% | 0.79% | +0.16 |
| BIT BlackRock Multi-Sector Inc. | Add +30.1% | 0.70% | +0.14 |
| PSX Phillips 66 | Add +64.0% | 0.33% | +0.14 |
| FBND Fidelity Total Bond ETF | Add +11.0% | 1.54% | +0.14 |
| PSLV Sprott Physical Silver Trust | Add +1.8% | 0.79% | +0.12 |
| META Meta Platforms Inc. Class A | Add +15.4% | 1.33% | +0.12 |
| VZ Verizon Communications Inc. | Add +10.7% | 0.69% | +0.12 |
| ORCL Oracle Corp. | Add +40.6% | 0.96% | +0.12 |
| TT Trane Technologies PLC | Add +72.6% | 0.35% | +0.12 |
| TXN Texas Instruments Inc. | Add +65.5% | 0.30% | +0.11 |
| GOOG Alphabet Inc. Class C | Add +55.3% | 0.56% | +0.11 |
| FTGC First Trust Global Tactical | Add +4.0% | 1.48% | +0.11 |
| PGR Progressive Corp. | Add +37.9% | 0.29% | +0.10 |
| MO Altria Group Inc. | Add +4.6% | 0.73% | +0.10 |
| TJX TJX Companies Inc. | Add +13.4% | 1.00% | +0.10 |
| IEI iShares 3-7 Year Treasury Bo | New | 0.10% | +0.10 |
| EPR Epr Properties | Add +6.1% | 0.54% | +0.10 |
| DTE DTE Energy Company | Add +8.2% | 0.54% | +0.09 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +8.9% | 1.19% | +0.09 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +92.4% | 0.20% | +0.08 |
| LLY Eli Lilly & Co. | Add +8.8% | 0.70% | +0.08 |
| RQI Cohen & Steers Qual Inc. RLTY | Add +31.4% | 0.33% | +0.08 |
| IEMG iShares Core MSCI Emerging | Add +88.4% | 0.16% | +0.08 |
| FTCB FT Core Investment Grade ETF | Add +7.7% | 1.27% | +0.08 |
| FDIG Fidelity Crypto Indu & DGTL | New | 0.07% | +0.07 |
| ADP Automatic Data Processing | Add +11.5% | 0.62% | +0.07 |
| EMGF iShares Emerging Markets Equ | New | 0.07% | +0.07 |
| JIRE JPMorgan Int Res Enh Eqty | New | 0.06% | +0.06 |
| OEF iShares S&P 100 ETF | Add +112.5% | 0.13% | +0.06 |
| EPD Enterprise Products Partners | Add +20.0% | 0.30% | +0.06 |
| IWD iShares Russell 1000 Value E | Add +113.0% | 0.12% | +0.06 |
| DEA Easterly Govt Pptys Inc. | New | 0.06% | +0.06 |
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 |