Cyndeo Wealth Partners, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 10, 2025), Cyndeo Wealth Partners, LLC reported 474 stock positions worth $1.8 billion. Its top holding was Microsoft (MSFT) at 4.8% of the portfolio, followed by Broadcom (AVGO, 3.3%) and Nvidia (NVDA, 2.9%). Compared with Q2 2025, it opened 35 new positions, sold out of 26, added to 166 and reduced 223. The biggest buy was Johnson & Johnson (JNJ, shares +63%) and the biggest sale an exit from Coca-Cola Europacific Partne (CCEP).
- Most Recent 13F
- Q2 2026
- Location
- ST. PETERSBURG, FL
- CIK
- 0001950947
- Portfolio Value
- $1.8B (Q3 2025)
- SEC Filing
- 0001950947-25-000006 ↗ filed Oct 10, 2025
Holdings Value
Holdings 474 stocks · $1.8B
| MSFT Microsoft Corp. | 4.76% | 165,198 | $85.6M | Reduce -1.6% |
| AVGO Broadcom Inc. | 3.30% | 179,765 | $59.3M | Reduce -4.5% |
| NVDA Nvidia Corp. | 2.92% | 281,570 | $52.5M | Add +2.8% |
| AAPL Apple Inc. | 2.89% | 204,022 | $52.0M | Reduce -2.0% |
| AMZN Amazon.com Inc. | 2.51% | 205,563 | $45.1M | Reduce -0.0% |
| ABBV Abbvie Inc. | 1.70% | 131,940 | $30.5M | Add +0.5% |
| JPM JPMorgan Chase & Co. | 1.69% | 96,292 | $30.4M | Reduce -1.8% |
| ORCL Oracle Corp. | 1.62% | 103,583 | $29.1M | Reduce -2.7% |
| META Meta Platforms Inc. Class A | 1.36% | 33,296 | $24.5M | Add +11.4% |
| FBND Fidelity Total Bond ETF | 1.34% | 522,205 | $24.1M | Add +0.9% |
| GOOGL Alphabet Inc. Class A | 1.32% | 97,971 | $23.8M | Add +3.1% |
| ABT Abbott Laboratories | 1.31% | 175,593 | $23.5M | Reduce -2.2% |
| FTGC First Trust Global Tactical | 1.30% | 903,864 | $23.4M | Reduce -0.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.24% | 87,649 | $22.3M | Reduce -2.5% |
| FTCB FT Core Investment Grade ETF | 1.10% | 932,585 | $19.9M | Add +0.1% |
| PHYS Sprott Physical Gold Trust | 1.10% | 667,729 | $19.8M | Reduce -0.7% |
| IAU iShares Gold Trust | 1.09% | 269,069 | $19.6M | Reduce -3.7% |
| TSM Taiwan Semiconductor-SP ADR | 1.08% | 69,255 | $19.3M | Add +3.5% |
| JNJ Johnson & Johnson | 1.07% | 103,832 | $19.3M | Add +63.3% |
| HD Home Depot Inc. | 1.06% | 47,225 | $19.1M | Add +7.7% |
| URA Global X Uranium ETF | 1.05% | 396,006 | $18.9M | Reduce -2.5% |
| IGIB iShares 5-10Y Inv Grade Corp. | 1.04% | 346,930 | $18.8M | Reduce -0.3% |
| UCON First Trust Smith Unconstrai | 1.04% | 741,658 | $18.7M | Reduce -0.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.04% | 38,899 | $18.7M | Reduce -1.4% |
| YLD Principal Act Hi YLD ETF | 1.01% | 933,334 | $18.2M | Reduce -0.5% |
| FTSL First Trust Senior Loan ETF | 1.00% | 391,483 | $17.9M | Reduce -0.2% |
| GSY Invesco Ultra Short Duration | 0.98% | 352,109 | $17.7M | Reduce -0.4% |
| PLTR Palantir Technologies Inc. Class A | 0.97% | 95,932 | $17.5M | Reduce -3.8% |
| PSLV Sprott Physical Silver Trust | 0.91% | 1,037,527 | $16.3M | Reduce -1.3% |
| IVV iShares Core S&P 500 ETF | 0.88% | 23,779 | $15.9M | Add +1.1% |
| ARKB ARK 21SHARES Bitcoin ETF | 0.84% | 396,351 | $15.1M | Add +2.8% |
| MS Morgan Stanley | 0.82% | 92,833 | $14.8M | Reduce -3.4% |
| JFR Nuveen Floating Rate Income | 0.79% | 1,740,970 | $14.2M | Reduce -3.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.79% | 97,880 | $14.1M | Reduce -25.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.78% | 20,970 | $14.0M | Add +0.7% |
| MO Altria Group Inc. | 0.69% | 187,765 | $12.4M | Reduce -1.2% |
| AXP American Express Co. | 0.65% | 34,942 | $11.6M | Add +38.9% |
| KO The Coca-Cola Co. | 0.64% | 172,854 | $11.5M | Reduce -7.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.61% | 33,706 | $11.1M | Add +0.1% |
| BIT BlackRock Multi-Sector Inc. | 0.61% | 822,380 | $11.0M | Add +23.0% |
| LLY Eli Lilly & Co. | 0.59% | 13,929 | $10.6M | Reduce -1.0% |
| VZ Verizon Communications Inc. | 0.59% | 240,538 | $10.6M | Reduce -0.1% |
| TSLA Tesla Inc. | 0.57% | 23,191 | $10.3M | Add +8.1% |
| V Visa Inc. Class A | 0.57% | 29,939 | $10.2M | Add +0.5% |
| MRK Merck & Co. Inc. | 0.56% | 120,485 | $10.1M | Add +397.2% |
| MDY State Street SPDR S&P Midcap | 0.56% | 16,773 | $10.0M | Reduce -0.0% |
| UNP Union Pacific Corp. | 0.55% | 41,963 | $9.9M | Reduce -2.4% |
| RTX RTX Corp. | 0.54% | 57,792 | $9.7M | Add +108.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.53% | 51,005 | $9.5M | Add +0.3% |
| ORI Old Republic Intl Corp. | 0.51% | 214,286 | $9.1M | Reduce -0.6% |
| WMB Williams Cos Inc. | 0.50% | 142,423 | $9.0M | Reduce -0.4% |
| OMC Omnicom Group | 0.50% | 110,494 | $9.0M | Add +2407.2% |
| NEE Nextera Energy Inc. | 0.50% | 118,952 | $9.0M | Reduce -0.0% |
| LNC Lincoln National Corp. | 0.49% | 216,765 | $8.7M | Reduce -2.2% |
| XOM Exxon Mobil Corp. | 0.49% | 77,436 | $8.7M | Add +4.0% |
| PG The Procter & Gamble Co. | 0.49% | 56,798 | $8.7M | Add +1.9% |
| DTE DTE Energy Company | 0.48% | 61,483 | $8.7M | Reduce -0.9% |
| ADI Analog Devices Inc. | 0.48% | 34,976 | $8.6M | Add +0.3% |
| IWF iShares Russell 1000 Growth | 0.48% | 18,331 | $8.6M | Reduce -2.9% |
| GOOG Alphabet Inc. Class C | 0.48% | 35,161 | $8.6M | Reduce -0.1% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.47% | 78,279 | $8.5M | New |
| MCD McDonald's Corp. | 0.47% | 27,805 | $8.4M | Add +1.8% |
| UGI Ugi Corp. | 0.47% | 253,505 | $8.4M | Add +4.3% |
| PDI PIMCO Dynamic Income Fund | 0.47% | 425,682 | $8.4M | Reduce -1.2% |
| ADP Automatic Data Processing | 0.47% | 28,548 | $8.4M | Reduce -9.5% |
| KMI Kinder Morgan Inc. | 0.46% | 295,386 | $8.4M | Reduce -0.1% |
| DVN Devon Energy Corp. | 0.42% | 214,507 | $7.5M | Reduce -0.1% |
| LIN Linde PLC | 0.42% | 15,804 | $7.5M | Reduce -1.3% |
| ABFL Abacus FCF Leaders ETF | 0.42% | 103,756 | $7.5M | Add +4.0% |
| BBY Best Buy Co. Inc. | 0.41% | 97,134 | $7.3M | New |
| HSY The Hershey Co. | 0.40% | 38,683 | $7.2M | Add +0.2% |
| ZROZ PIMCO 25+ YR Zero CPN US Tif | 0.39% | 104,102 | $7.1M | Add +0.7% |
| AMGN Amgen Inc. | 0.39% | 24,794 | $7.0M | Reduce -0.6% |
| RITM Rithm Capital Corp. | 0.39% | 611,979 | $7.0M | Reduce -0.9% |
| CNH CNH Industrial NV | 0.38% | 637,705 | $6.9M | Add +0.5% |
| CB Chubb Ltd. | 0.38% | 24,368 | $6.9M | Reduce -8.9% |
| MA Mastercard Inc. Class A | 0.37% | 11,648 | $6.6M | Reduce -0.3% |
| BG Bunge Global SA | 0.37% | 81,401 | $6.6M | Add +0.4% |
| PLD Prologis Inc. | 0.36% | 56,761 | $6.5M | Reduce -1.0% |
| TT Trane Technologies PLC | 0.36% | 15,349 | $6.5M | Reduce -1.9% |
| FBCG Fidelity Blue Chip Grow ETF | 0.36% | 120,636 | $6.5M | Add +1.3% |
| CAT Caterpillar Inc. | 0.35% | 13,252 | $6.3M | Add +206.7% |
| TGT Target Corp. | 0.34% | 68,268 | $6.1M | Reduce -0.9% |
| WMT Walmart Inc. | 0.33% | 58,337 | $6.0M | Reduce -0.5% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.33% | 98,947 | $5.9M | Add +2.5% |
| MLN Vaneck Long Muni ETF | 0.32% | 332,558 | $5.8M | Reduce -5.9% |
| IWY iShares Russell Top 200 Grow | 0.31% | 20,507 | $5.6M | No change |
| TXN Texas Instruments Inc. | 0.30% | 29,815 | $5.5M | Reduce -1.0% |
| ANET Arista Networks Inc. | 0.30% | 37,342 | $5.4M | Add +20.1% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.30% | 100,370 | $5.3M | Add +3.7% |
| PWRD TCW Transform Systems ETF | 0.29% | 53,529 | $5.2M | Add +0.6% |
| BX Blackstone Inc. | 0.29% | 30,554 | $5.2M | Reduce -1.6% |
| DCOR Dimensional US Core Eq 1 ETF | 0.28% | 70,788 | $5.1M | Add +2.4% |
| PH Parker Hannifin Corp. | 0.27% | 6,513 | $4.9M | Add +15.4% |
| ACN Accenture PLC Class A | 0.27% | 19,698 | $4.9M | Reduce -1.2% |
| DFAX Dimensional World Ex US Core | 0.27% | 154,249 | $4.8M | Add +2.2% |
| AMLP Alerian MLP ETF | 0.27% | 102,728 | $4.8M | Reduce -0.2% |
| HYD Vaneck High Yield Muni ETF | 0.26% | 91,559 | $4.7M | Add +1.1% |
| XEVVX Eaton Vance Ltd. Durat Inc. | 0.25% | 442,761 | $4.5M | Reduce -2.2% |
| GLD SPDR Gold Shares | 0.25% | 12,623 | $4.5M | Reduce -0.2% |
Portfolio Sells Q2 2025 → Q3 2025
| CCEP Coca-Cola Europacific Partne | Sold out | 0.00% | −0.78 |
| EPR Epr Properties | Sold out | 0.00% | −0.56 |
| NTR Nutrien Ltd. | Sold out | 0.00% | −0.51 |
| CNA Cna Financial Corp. | Sold out | 0.00% | −0.43 |
| HCA HCA Healthcare Inc. | Reduce -58.7% | 0.24% | −0.32 |
| PSX Phillips 66 | Reduce -91.9% | 0.03% | −0.27 |
| PGR Progressive Corp. | Reduce -46.7% | 0.21% | −0.24 |
| MSFT Microsoft Corp. | Reduce -1.6% | 4.76% | −0.19 |
| TJX TJX Companies Inc. | Reduce -25.0% | 0.79% | −0.17 |
| AMZN Amazon.com Inc. | Reduce -0.0% | 2.51% | −0.17 |
| ISRG Intuitive Surgical Inc. | Reduce -31.6% | 0.17% | −0.16 |
| KO The Coca-Cola Co. | Reduce -7.0% | 0.64% | −0.14 |
| ABT Abbott Laboratories | Reduce -2.2% | 1.31% | −0.14 |
| JFR Nuveen Floating Rate Income | Reduce -3.7% | 0.79% | −0.12 |
| ADP Automatic Data Processing | Reduce -9.5% | 0.47% | −0.11 |
| COST Costco Wholesale Corp. | Reduce -26.4% | 0.20% | −0.11 |
| MSTR Strategy Inc. | Reduce -41.7% | 0.07% | −0.09 |
| ACN Accenture PLC Class A | Reduce -1.2% | 0.27% | −0.08 |
| CB Chubb Ltd. | Reduce -8.9% | 0.38% | −0.08 |
| RSG Republic Services Inc. | Reduce -21.9% | 0.15% | −0.07 |
| DFUS Dimensional US Eq MKT ETF | Sold out | 0.00% | −0.07 |
| FTSL First Trust Senior Loan ETF | Reduce -0.2% | 1.00% | −0.07 |
| YLD Principal Act Hi YLD ETF | Reduce -0.5% | 1.01% | −0.07 |
| GSY Invesco Ultra Short Duration | Reduce -0.4% | 0.98% | −0.07 |
| TXN Texas Instruments Inc. | Reduce -1.0% | 0.30% | −0.07 |
| TGT Target Corp. | Reduce -0.9% | 0.34% | −0.06 |
| TMO Thermo Fisher Scientific Inc. | Reduce -57.7% | 0.06% | −0.06 |
| INTU Intuit Inc. | Reduce -2.3% | 0.23% | −0.06 |
| LLY Eli Lilly & Co. | Reduce -1.0% | 0.59% | −0.06 |
| UCON First Trust Smith Unconstrai | Reduce -0.2% | 1.04% | −0.06 |
| FTC First Trust Large Cap Growth | Sold out | 0.00% | −0.06 |
| IGIB iShares 5-10Y Inv Grade Corp. | Reduce -0.3% | 1.04% | −0.06 |
| BSX Boston Scientific Corp. | Reduce -3.8% | 0.23% | −0.05 |
| KMI Kinder Morgan Inc. | Reduce -0.1% | 0.46% | −0.05 |
| CRM Salesforce Inc. | Reduce -2.1% | 0.20% | −0.05 |
| IWV iShares Russell 3000 ETF | Sold out | 0.00% | −0.05 |
| TT Trane Technologies PLC | Reduce -1.9% | 0.36% | −0.05 |
| CVX Chevron Corp. | Reduce -26.5% | 0.13% | −0.04 |
| AMP Ameriprise Financial Inc. | Reduce -1.8% | 0.21% | −0.04 |
| TDG Transdigm Group Inc. | Reduce -1.3% | 0.15% | −0.04 |
| UNP Union Pacific Corp. | Reduce -2.4% | 0.55% | −0.03 |
| FEX First Trust Large Cap Core A | Sold out | 0.00% | −0.03 |
| SPGI S&P Global Inc. | Reduce -8.4% | 0.12% | −0.03 |
| DE Deere & Co. | Sold out | 0.00% | −0.03 |
| WMB Williams Cos Inc. | Reduce -0.4% | 0.50% | −0.03 |
| MLN Vaneck Long Muni ETF | Reduce -5.9% | 0.32% | −0.03 |
| AMLP Alerian MLP ETF | Reduce -0.2% | 0.27% | −0.03 |
| VZ Verizon Communications Inc. | Reduce -0.1% | 0.59% | −0.03 |
| UPS United Parcel Service Class B | Reduce -4.9% | 0.08% | −0.03 |
| IBM Intl Business Machines Corp. | Reduce -2.0% | 0.21% | −0.03 |
Portfolio Buys Q2 2025 → Q3 2025
| JNJ Johnson & Johnson | Add +63.3% | 1.07% | +0.49 |
| OMC Omnicom Group | Add +2407.2% | 0.50% | +0.48 |
| SJM The JM Smucker Co. | New | 0.47% | +0.47 |
| MRK Merck & Co. Inc. | Add +397.2% | 0.56% | +0.45 |
| BBY Best Buy Co. Inc. | New | 0.41% | +0.41 |
| NVDA Nvidia Corp. | Add +2.8% | 2.92% | +0.35 |
| GOOGL Alphabet Inc. Class A | Add +3.1% | 1.32% | +0.33 |
| RTX RTX Corp. | Add +108.4% | 0.54% | +0.30 |
| ABBV Abbvie Inc. | Add +0.5% | 1.70% | +0.25 |
| CAT Caterpillar Inc. | Add +206.7% | 0.35% | +0.25 |
| TSM Taiwan Semiconductor-SP ADR | Add +3.5% | 1.08% | +0.18 |
| TSLA Tesla Inc. | Add +8.1% | 0.57% | +0.17 |
| AXP American Express Co. | Add +38.9% | 0.65% | +0.17 |
| SYK Stryker Corp. | Add +585.3% | 0.14% | +0.12 |
| ANET Arista Networks Inc. | Add +20.1% | 0.30% | +0.11 |
| HD Home Depot Inc. | Add +7.7% | 1.06% | +0.11 |
| TETH 21SHARES Etherm Stak ETF-Usd | New | 0.08% | +0.08 |
| ETN Eaton Corp. PLC | Add +91.0% | 0.15% | +0.07 |
| SHOP Shopify Inc. Class A | New | 0.06% | +0.06 |
| AMD Advanced Micro Devices | Add +173.2% | 0.08% | +0.05 |
| META Meta Platforms Inc. Class A | Add +11.4% | 1.36% | +0.05 |
| BP BP PLC-Spons ADR | Add +82.2% | 0.09% | +0.05 |
| PH Parker Hannifin Corp. | Add +15.4% | 0.27% | +0.04 |
| BIT BlackRock Multi-Sector Inc. | Add +23.0% | 0.61% | +0.03 |
| REZI Resideo Technologies Inc. | New | 0.03% | +0.03 |
| VFH Vanguard Financials ETF | New | 0.02% | +0.02 |
| ITA iShares U.S. Aerospace & Def | New | 0.02% | +0.02 |
| HSY The Hershey Co. | Add +0.2% | 0.40% | +0.02 |
| ETH Grayscale Ethereum Staking M | New | 0.02% | +0.02 |
| NOW ServiceNow Inc. | New | 0.02% | +0.02 |
| ARKB ARK 21SHARES Bitcoin ETF | Add +2.8% | 0.84% | +0.02 |
| FBCG Fidelity Blue Chip Grow ETF | Add +1.3% | 0.36% | +0.02 |
| IVV iShares Core S&P 500 ETF | Add +1.1% | 0.88% | +0.02 |
| KRE SS SPDR S&P Regional Bank | New | 0.02% | +0.02 |
| EXPE Expedia Group Inc. | New | 0.02% | +0.02 |
| BLK BlackRock Inc. | Add +5.4% | 0.20% | +0.02 |
| EWO iShares MSCI Austria ETF | New | 0.02% | +0.02 |
| CDNS Cadence Design SYS Inc. | Add +47.6% | 0.05% | +0.02 |
| UBER Uber Technologies Inc. | New | 0.02% | +0.02 |
| CRWV Coreweave Inc. Class A | New | 0.02% | +0.02 |
| RMD Resmed Inc. | New | 0.02% | +0.02 |
| RDVI FT Vest Rising Dividend Achi | New | 0.01% | +0.01 |
| FIX Comfort Systems USA Inc. | New | 0.01% | +0.01 |
| CRSP Crispr Therapeutics AG | New | 0.01% | +0.01 |
| TER Teradyne Inc. | New | 0.01% | +0.01 |
| KLAC KLA Corp. | Add +0.9% | 0.12% | +0.01 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +2.5% | 0.33% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.7% | 0.78% | +0.01 |
| CCL Carnival Corp. | New | 0.01% | +0.01 |
| RBLX Roblox Corp. Class A | New | 0.01% | +0.01 |
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 |