Cyndeo Wealth Partners, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 24, 2025), Cyndeo Wealth Partners, LLC reported 465 stock positions worth $1.7 billion. Its top holding was Microsoft (MSFT) at 5.0% of the portfolio, followed by Broadcom (AVGO, 3.1%) and Amazon.com (AMZN, 2.7%). Compared with Q1 2025, it opened 49 new positions, sold out of 32, added to 213 and reduced 164. The biggest buy was Microsoft (MSFT, shares +2%) and the biggest sale Unitedhealth (UNH, shares −78%).
- Most Recent 13F
- Q2 2026
- Location
- ST. PETERSBURG, FL
- CIK
- 0001950947
- Portfolio Value
- $1.7B (Q2 2025)
- SEC Filing
- 0001950947-25-000004 ↗ filed Jul 24, 2025
Holdings Value
Holdings 465 stocks · $1.7B
| MSFT Microsoft Corp. | 4.95% | 167,880 | $83.5M | Add +2.4% |
| AVGO Broadcom Inc. | 3.08% | 188,239 | $51.9M | Reduce -1.5% |
| AMZN Amazon.com Inc. | 2.68% | 205,653 | $45.1M | Add +2.3% |
| NVDA Nvidia Corp. | 2.57% | 273,917 | $43.3M | Add +6.4% |
| AAPL Apple Inc. | 2.53% | 208,124 | $42.7M | Add +3.8% |
| JPM JPMorgan Chase & Co. | 1.68% | 98,006 | $28.4M | Add +14.5% |
| ABT Abbott Laboratories | 1.45% | 179,578 | $24.4M | Add +1.6% |
| ABBV Abbvie Inc. | 1.44% | 131,234 | $24.4M | Add +1.2% |
| FBND Fidelity Total Bond ETF | 1.40% | 517,455 | $23.7M | Add +0.7% |
| ORCL Oracle Corp. | 1.38% | 106,502 | $23.3M | Add +1.9% |
| FTGC First Trust Global Tactical | 1.33% | 907,795 | $22.4M | Add +2.6% |
| META Meta Platforms Inc. Class A | 1.31% | 29,892 | $22.1M | Reduce -14.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.26% | 89,917 | $21.3M | Add +3.8% |
| FTCB FT Core Investment Grade ETF | 1.16% | 931,979 | $19.6M | Add +0.9% |
| IGIB iShares 5-10Y Inv Grade Corp. | 1.10% | 348,032 | $18.5M | Add +1.0% |
| UCON First Trust Smith Unconstrai | 1.10% | 743,443 | $18.5M | Add +1.0% |
| YLD Principal Act Hi YLD ETF | 1.08% | 937,826 | $18.2M | Add +0.9% |
| FTSL First Trust Senior Loan ETF | 1.07% | 392,122 | $18.0M | Add +1.0% |
| GSY Invesco Ultra Short Duration | 1.05% | 353,424 | $17.7M | Add +1.2% |
| IAU iShares Gold Trust | 1.03% | 279,466 | $17.4M | Reduce -0.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.03% | 39,441 | $17.3M | Add +0.6% |
| PHYS Sprott Physical Gold Trust | 1.01% | 672,339 | $17.0M | Add +1.0% |
| GOOGL Alphabet Inc. Class A | 0.99% | 95,040 | $16.7M | Add +1.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.96% | 130,498 | $16.1M | Add +4.6% |
| HD Home Depot Inc. | 0.95% | 43,869 | $16.1M | Add +0.3% |
| URA Global X Uranium ETF | 0.93% | 406,091 | $15.8M | Add +3.1% |
| JFR Nuveen Floating Rate Income | 0.91% | 1,808,320 | $15.3M | Add +25.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.90% | 66,938 | $15.2M | Reduce -2.4% |
| IVV iShares Core S&P 500 ETF | 0.87% | 23,529 | $14.6M | Reduce -6.3% |
| ARKB ARK 21SHARES Bitcoin ETF | 0.82% | 385,551 | $13.8M | Add +1.9% |
| PLTR Palantir Technologies Inc. Class A | 0.81% | 99,686 | $13.6M | Add +0.8% |
| MS Morgan Stanley | 0.80% | 96,049 | $13.5M | Add +0.2% |
| KO The Coca-Cola Co. | 0.78% | 185,850 | $13.1M | Add +7.0% |
| CCEP Coca-Cola Europacific Partne | 0.78% | 141,704 | $13.1M | Add +2.2% |
| PSLV Sprott Physical Silver Trust | 0.76% | 1,051,303 | $12.9M | Add +1.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.76% | 20,825 | $12.9M | Add +55.4% |
| MO Altria Group Inc. | 0.66% | 189,967 | $11.1M | Add +2.6% |
| LLY Eli Lilly & Co. | 0.65% | 14,064 | $11.0M | Add +8.7% |
| V Visa Inc. Class A | 0.63% | 29,784 | $10.6M | Add +4.5% |
| VZ Verizon Communications Inc. | 0.62% | 240,757 | $10.4M | Add +4.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.61% | 33,689 | $10.2M | Add +10.5% |
| UNP Union Pacific Corp. | 0.59% | 42,973 | $9.9M | Add +2.1% |
| BIT BlackRock Multi-Sector Inc. | 0.58% | 668,770 | $9.8M | Reduce -8.9% |
| ADP Automatic Data Processing | 0.58% | 31,533 | $9.7M | Add +1.5% |
| JNJ Johnson & Johnson | 0.58% | 63,594 | $9.7M | Add +2.8% |
| MDY State Street SPDR S&P Midcap | 0.56% | 16,774 | $9.5M | Add +43.3% |
| EPR Epr Properties filed as EPR PPTYS | 0.56% | 161,474 | $9.4M | Add +4.2% |
| HCA HCA Healthcare Inc. | 0.56% | 24,475 | $9.4M | New |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.53% | 50,853 | $9.0M | Reduce -0.1% |
| WMB Williams Cos Inc. | 0.53% | 143,031 | $9.0M | Add +4.5% |
| PG The Procter & Gamble Co. | 0.53% | 55,742 | $8.9M | Add +2.9% |
| UGI Ugi Corp. | 0.52% | 243,096 | $8.9M | Add +1.5% |
| KMI Kinder Morgan Inc. | 0.52% | 295,725 | $8.7M | Add +4.2% |
| NTR Nutrien Ltd. | 0.51% | 148,766 | $8.7M | Add +4.3% |
| ADI Analog Devices Inc. | 0.49% | 34,876 | $8.3M | Add +3.1% |
| ORI Old Republic Intl Corp. | 0.49% | 215,603 | $8.3M | Add +5.2% |
| NEE Nextera Energy Inc. | 0.49% | 118,977 | $8.3M | Add +2.6% |
| CNH CNH Industrial NV | 0.49% | 634,795 | $8.2M | Add +6.6% |
| DTE DTE Energy Company | 0.49% | 62,054 | $8.2M | Add +4.4% |
| PDI PIMCO Dynamic Income Fund | 0.48% | 430,842 | $8.2M | Add +15.8% |
| XOM Exxon Mobil Corp. | 0.48% | 74,487 | $8.0M | Add +5.1% |
| AXP American Express Co. | 0.48% | 25,166 | $8.0M | Reduce -5.5% |
| IWF iShares Russell 1000 Growth | 0.48% | 18,871 | $8.0M | Add +8.3% |
| MCD McDonald's Corp. | 0.47% | 27,314 | $8.0M | Add +5.2% |
| CB Chubb Ltd. | 0.46% | 26,743 | $7.7M | Add +1.5% |
| LNC Lincoln National Corp. | 0.45% | 221,618 | $7.7M | New |
| PGR Progressive Corp. | 0.45% | 28,202 | $7.5M | Add +83.5% |
| LIN Linde PLC | 0.45% | 16,005 | $7.5M | Add +2.5% |
| CNA Cna Financial Corp. | 0.43% | 155,909 | $7.3M | Add +7.0% |
| ABFL Abacus FCF Leaders ETF | 0.42% | 99,789 | $7.1M | Add +6.8% |
| RITM Rithm Capital Corp. | 0.41% | 617,500 | $7.0M | New |
| AMGN Amgen Inc. | 0.41% | 24,954 | $7.0M | Add +10.4% |
| ZROZ PIMCO 25+ YR Zero CPN US Tif | 0.41% | 103,388 | $6.9M | Add +1.5% |
| TT Trane Technologies PLC | 0.41% | 15,648 | $6.8M | Add +0.3% |
| DVN Devon Energy Corp. | 0.41% | 214,751 | $6.8M | New |
| TSLA Tesla Inc. | 0.40% | 21,447 | $6.8M | Reduce -9.9% |
| TGT Target Corp. | 0.40% | 68,871 | $6.8M | Add +1298.4% |
| MA Mastercard Inc. Class A | 0.39% | 11,684 | $6.6M | Add +6.5% |
| BG Bunge Global SA | 0.39% | 81,074 | $6.5M | New |
| HSY The Hershey Co. | 0.38% | 38,608 | $6.4M | New |
| TXN Texas Instruments Inc. | 0.37% | 30,106 | $6.3M | Add +16.6% |
| GOOG Alphabet Inc. Class C | 0.37% | 35,191 | $6.2M | Reduce -35.0% |
| PLD Prologis Inc. | 0.36% | 57,312 | $6.0M | Add +2.7% |
| MLN Vaneck Long Muni ETF | 0.35% | 353,246 | $6.0M | Reduce -6.0% |
| ACN Accenture PLC Class A | 0.35% | 19,940 | $6.0M | Reduce -1.2% |
| FBCG Fidelity Blue Chip Grow ETF | 0.34% | 119,094 | $5.7M | Add +1.1% |
| WMT Walmart Inc. | 0.34% | 58,610 | $5.7M | Reduce -1.6% |
| ISRG Intuitive Surgical Inc. | 0.33% | 10,227 | $5.6M | Add +5.3% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.31% | 96,553 | $5.3M | Add +0.6% |
| COST Costco Wholesale Corp. | 0.31% | 5,240 | $5.2M | Add +0.9% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.30% | 96,805 | $5.1M | Reduce -7.0% |
| IWY iShares Russell Top 200 Grow | 0.30% | 20,507 | $5.1M | Add +10.6% |
| PSX Phillips 66 | 0.30% | 42,167 | $5.0M | Add +3.7% |
| AMLP Alerian MLP ETF | 0.30% | 102,939 | $5.0M | Reduce -1.9% |
| INTU Intuit Inc. | 0.29% | 6,166 | $4.9M | Add +1.6% |
| BSX Boston Scientific Corp. | 0.29% | 44,870 | $4.8M | Add +3.7% |
| PWRD TCW Transform Systems ETF | 0.28% | 53,193 | $4.8M | Add +2.8% |
| XEVVX Eaton Vance Ltd. Durat Inc. | 0.28% | 452,912 | $4.6M | Reduce -20.7% |
| BX Blackstone Inc. | 0.28% | 31,048 | $4.6M | Add +10.2% |
| DCOR Dimensional US Core Eq 1 ETF | 0.27% | 69,131 | $4.6M | Add +4.0% |
Portfolio Sells Q1 2025 → Q2 2025
| UNH Unitedhealth Group Inc. | Reduce -78.4% | 0.11% | −0.83 |
| OKE Oneok Inc. | Reduce -87.7% | 0.05% | −0.51 |
| JWN Nordstrom Inc. | Sold out | 0.00% | −0.50 |
| IPG Interpublic Group of Cos Inc. | Reduce -96.2% | 0.02% | −0.48 |
| TFC Truist Financial Corp. | Reduce -89.5% | 0.05% | −0.44 |
| CMA Comerica Inc. | Sold out | 0.00% | −0.43 |
| OMF Onemain Holdings Inc. | Sold out | 0.00% | −0.42 |
| UPS United Parcel Service Class B | Reduce -72.5% | 0.11% | −0.38 |
| JBL Jabil Inc. | Sold out | 0.00% | −0.19 |
| GOOG Alphabet Inc. Class C | Reduce -35.0% | 0.37% | −0.19 |
| FLEX Flex Ltd. | Sold out | 0.00% | −0.19 |
| ADBE Adobe Inc. | Reduce -73.0% | 0.05% | −0.15 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Sold out | 0.00% | −0.14 |
| AMD Advanced Micro Devices | Reduce -87.0% | 0.03% | −0.14 |
| IDEV iShares Core MSCI Dev MKTS | Sold out | 0.00% | −0.13 |
| BIT BlackRock Multi-Sector Inc. | Reduce -8.9% | 0.58% | −0.12 |
| FXD First Trust Consumer Discret | Sold out | 0.00% | −0.11 |
| XEVVX Eaton Vance Ltd. Durat Inc. | Reduce -20.7% | 0.28% | −0.10 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -49.7% | 0.09% | −0.09 |
| MLN Vaneck Long Muni ETF | Reduce -6.0% | 0.35% | −0.08 |
| RQI Cohen & Steers Qual Inc. RLTY | Reduce -13.5% | 0.26% | −0.07 |
| TLT iShares 20+ Year Treasury BD | Reduce -74.8% | 0.02% | −0.07 |
| IBMO iShares Ibonds Dec 2026 Term | Reduce -17.5% | 0.20% | −0.07 |
| OEF iShares S&P 100 ETF | Reduce -47.3% | 0.07% | −0.06 |
| IVV iShares Core S&P 500 ETF | Reduce -6.3% | 0.87% | −0.06 |
| ACN Accenture PLC Class A | Reduce -1.2% | 0.35% | −0.06 |
| AMLP Alerian MLP ETF | Reduce -1.9% | 0.30% | −0.06 |
| EPD Enterprise Products Partners | Reduce -1.9% | 0.24% | −0.06 |
| CRM Salesforce Inc. | Reduce -12.0% | 0.25% | −0.06 |
| GILD Gilead Sciences Inc. | Sold out | 0.00% | −0.06 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Sold out | 0.00% | −0.06 |
| SMMU PIMCO SHRT TRM Muni BND ETF | Reduce -40.5% | 0.07% | −0.06 |
| HYD Vaneck High Yield Muni ETF | Reduce -6.7% | 0.27% | −0.06 |
| BINC iShares Flex I A ETF-Usd Inc. | Reduce -7.0% | 0.30% | −0.05 |
| IAU iShares Gold Trust | Reduce -0.0% | 1.03% | −0.05 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -0.1% | 0.53% | −0.04 |
| TEAM Atlassian Corp. Class A | Sold out | 0.00% | −0.04 |
| IBMN iShares Ibonds Dec 2025 Term | Reduce -5.6% | 0.21% | −0.04 |
| DBC Invesco DB Commodity Index T | Sold out | 0.00% | −0.04 |
| IBMP iShares Ibonds Dec 2027 Term | Reduce -8.3% | 0.18% | −0.04 |
| DFS Discover Financial Services | Sold out | 0.00% | −0.03 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -6.0% | 0.20% | −0.03 |
| IBMQ iShares Ibonds Dec 2028 Muni | Reduce -9.7% | 0.15% | −0.03 |
| MRK Merck & Co. Inc. | Reduce -1.2% | 0.11% | −0.03 |
| PEP Pepsico Inc. | Reduce -0.5% | 0.11% | −0.03 |
| CIBR First Trust Nasdaq Cybersecu | Sold out | 0.00% | −0.03 |
| RSG Republic Services Inc. | Reduce -1.4% | 0.22% | −0.02 |
| DES Wisdomtree US Smallcap Divid | Sold out | 0.00% | −0.02 |
| HYDB iShares High Yield Systemati | Sold out | 0.00% | −0.02 |
| AGG iShares Core U.S. Aggregate | Reduce -3.3% | 0.14% | −0.02 |
Portfolio Buys Q1 2025 → Q2 2025
| MSFT Microsoft Corp. | Add +2.4% | 4.95% | +0.91 |
| NVDA Nvidia Corp. | Add +6.4% | 2.57% | +0.73 |
| HCA HCA Healthcare Inc. | New | 0.56% | +0.56 |
| LNC Lincoln National Corp. | New | 0.45% | +0.45 |
| ORCL Oracle Corp. | Add +1.9% | 1.38% | +0.42 |
| RITM Rithm Capital Corp. | New | 0.41% | +0.41 |
| DVN Devon Energy Corp. | New | 0.41% | +0.41 |
| BG Bunge Global SA | New | 0.39% | +0.39 |
| HSY The Hershey Co. | New | 0.38% | +0.38 |
| TGT Target Corp. | Add +1298.4% | 0.40% | +0.37 |
| URA Global X Uranium ETF | Add +3.1% | 0.93% | +0.34 |
| JPM JPMorgan Chase & Co. | Add +14.5% | 1.68% | +0.31 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +55.4% | 0.76% | +0.27 |
| PLTR Palantir Technologies Inc. Class A | Add +0.8% | 0.81% | +0.26 |
| HIG Hartford Insurance Group Inc. | New | 0.19% | +0.19 |
| ANET Arista Networks Inc. | Add +987.3% | 0.19% | +0.17 |
| AMZN Amazon.com Inc. | Add +2.3% | 2.68% | +0.16 |
| PGR Progressive Corp. | Add +83.5% | 0.45% | +0.16 |
| MDY State Street SPDR S&P Midcap | Add +43.3% | 0.56% | +0.15 |
| ARKB ARK 21SHARES Bitcoin ETF | Add +1.9% | 0.82% | +0.14 |
| BLK BlackRock Inc. | Add +167.0% | 0.18% | +0.11 |
| JFR Nuveen Floating Rate Income | Add +25.2% | 0.91% | +0.11 |
| KLAC KLA Corp. | New | 0.10% | +0.10 |
| FXU First Trust Utilities Alphad | New | 0.09% | +0.09 |
| MSTR Strategy Inc. | Add +61.7% | 0.17% | +0.09 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +174.5% | 0.11% | +0.08 |
| EUSA iShares MSCI USA Equal Weigh | New | 0.07% | +0.07 |
| IEI iShares 3-7 Year Treasury Bo | Add +90.6% | 0.17% | +0.07 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.6% | 1.03% | +0.07 |
| AXON Axon Enterprise Inc. | New | 0.07% | +0.07 |
| MS Morgan Stanley | Add +0.2% | 0.80% | +0.07 |
| TXN Texas Instruments Inc. | Add +16.6% | 0.37% | +0.07 |
| TTWO Take-Two Interactive Softwre | New | 0.07% | +0.07 |
| MUB iShares National Muni Bond E | New | 0.06% | +0.06 |
| IWF iShares Russell 1000 Growth | Add +8.3% | 0.48% | +0.06 |
| TT Trane Technologies PLC | Add +0.3% | 0.41% | +0.06 |
| ETN Eaton Corp. PLC | Add +209.1% | 0.08% | +0.06 |
| VTI VG Morningstar TS MKT ETF-US | Add +10.5% | 0.61% | +0.06 |
| CSCO Cisco Systems Inc. | Add +90.3% | 0.11% | +0.05 |
| NTR Nutrien Ltd. | Add +4.3% | 0.51% | +0.05 |
| QQQ Invesco QQQ Trust Series 1 | Add +19.7% | 0.22% | +0.05 |
| PWRD TCW Transform Systems ETF | Add +2.8% | 0.28% | +0.05 |
| IYF iShares US Financials ETF | New | 0.05% | +0.05 |
| ADI Analog Devices Inc. | Add +3.1% | 0.49% | +0.04 |
| INTU Intuit Inc. | Add +1.6% | 0.29% | +0.04 |
| IWY iShares Russell Top 200 Grow | Add +10.6% | 0.30% | +0.04 |
| PANW Palo Alto Networks Inc. | Add +16.8% | 0.19% | +0.04 |
| COF Capital One Financial Corp. | New | 0.04% | +0.04 |
| GOOGL Alphabet Inc. Class A | Add +1.2% | 0.99% | +0.04 |
| IJS iShares S&P Small-Cap 600 Va | New | 0.04% | +0.04 |
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 |