Cyndeo Wealth Partners, LLC

CIK

1950947

Location

ST. PETERSBURG, FL

Portfolio Value

Mid $1,300,777,572

Diversification

Diversified

Filing Date

Global Rank

#1,520 / 8,603 ▲ 36 · as of Mar 2026

Top Industry

Semiconductors 12.6%

3Y Alpha vs SPY

-2.9%

Period ended 3 months ago

Filed Apr 13, 2026 · 3mo

14 quarters · since Dec 2022

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+64.3%

SPY

+76.5%

Annualised alpha

-2.9%

Max drawdown

−15.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

262 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

5.5%

−0.8 pts

Top 5

21.3%

−2.0 pts

Top 10

30.8%

−3.6 pts

HHI

165

Diversified−23

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	28.1%	$365,175,764	44
Financial Services	16.5%	$214,747,970	56
Healthcare	11.3%	$147,614,662	28
Consumer Cyclical	7.8%	$102,034,518	14
Consumer Defensive	7.1%	$92,942,125	19
Industrials	6.1%	$79,160,756	35
Communication Services	6.1%	$79,011,598	11
Unclassified	5.6%	$73,388,045	12
Utilities	4.3%	$55,944,824	10
Energy	3.7%	$47,581,682	17
Real Estate	1.8%	$23,113,531	8
Basic Materials	1.5%	$20,062,097	8

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
PFE	Pfizer Inc	+415,587	516,751	$14,510,368
T	At&T Inc.	+355,583	388,887	$11,273,834
JFR	Nuveen Floating Rate Income Fund	+265,100	1,795,370	$13,501,182
GIS	General Mills Inc	+211,496	217,332	$8,089,097
ARKB	Ark 21Shares Bitcoin ETF	+192,174	605,946	$13,627,725
BMY	Bristol Myers Squibb Co	+166,653	175,657	$10,653,597
PDI	PIMCO Dynamic Income Fund	+147,900	619,822	$10,605,154
O	Realty Income Corp	+141,181	148,073	$9,059,106
MET	Metlife Inc	+127,222	132,703	$9,384,756
OKE	Oneok Inc /New/	+108,448	118,738	$10,732,727
CSCO	Cisco Systems, Inc.	+104,786	133,827	$10,383,636
CVX	Chevron Corp	+53,658	67,900	$14,048,510
BIT	BlackRock Multi-Sector Income Trust	+42,300	879,881	$11,016,110
TETH	21Shares Ethereum ETF	+33,554	75,377	$789,197
NVDA	Nvidia Corp	+25,207	315,115	$54,956,056
MSFT	Microsoft Corp	+22,031	192,584	$71,288,819
DUK	Duke Energy CORP	+21,814	83,978	$10,996,079
BXSL	Blackstone Secured Lending Fund	+20,700	59,968	$1,420,641
RTX	RTX Corp	+19,671	78,940	$15,227,526
AEP	American Electric Power Co Inc	+18,988	82,863	$10,861,682
ETN	Eaton Corp plc	+18,208	26,291	$9,403,501
NFLX	Netflix Inc	+16,986	46,926	$4,511,934
AAPL	Apple Inc.	+16,122	225,818	$57,310,350
TXN	Texas Instruments Inc	+15,816	46,730	$9,072,162
AVK	Advent Convertible & Income Fund	+14,981	153,126	$1,708,886
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
PSLV	Sprott Physical Silver Trust	−511,692	545,035	$13,293,403
WMB	Williams Companies, Inc.	−144,349	3,554	$258,660
PHYS	Sprott Physical Gold Trust	−133,333	563,098	$19,956,193
EPD	Enterprise Products Partners L.P.	−97,169	29,787	$1,127,140
TGT	Target Corp	−86,129	2,601	$315,241
SLDE	Slide Insurance Holdings, Inc.	−75,039	39,677	$714,186
UPS	United Parcel Service Inc	−69,947	22,086	$2,172,820
WBD	Warner Bros. Discovery, Inc.	−50,060	8,629	$236,952
JNJ	Johnson & Johnson	−48,688	81,343	$19,883,482
EVV	Eaton Vance Ltd Duration Income Fund	−35,891	401,237	$3,791,689
PG	PROCTER & GAMBLE Co	−32,082	22,774	$3,289,476
MS	Morgan Stanley	−26,737	66,832	$10,998,542
AMGN	Amgen Inc	−24,041	1,760	$619,256
DEA	Easterly Government Properties, Inc.	−24,000	17,852	$382,568
HURA	TuHURA Biosciences, Inc./NV	−20,436	10,627	$19,022
MRK	Merck & Co., Inc.	−18,586	104,497	$12,569,944
JPM	Jpmorgan Chase & Co	−18,485	77,504	$22,798,576
IAU	Ishares Gold Trust	−17,835	247,820	$21,847,811
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−16,401	60,250	$20,361,487
ETH	Grayscale Ethereum Staking Mini ETF	−15,704	11,955	$237,426
ACN	Accenture plc	−14,235	4,259	$844,517
AMZN	Amazon Com Inc	−13,174	195,236	$40,661,801
AMT	American Tower Corp /Ma/	−12,676	1,473	$254,210
AVGO	Broadcom Inc.	−11,980	169,994	$52,614,842
ANET	Arista Networks, Inc.	−11,846	25,600	$3,143,168
No positions match the current search.

New Positions

Positions the filer opened this quarter

18 positions

Ticker	Company	Shares	Value
KHC	Kraft Heinz Co	404,653	$9,100,645
CLX	Clorox Co /De/	79,311	$8,218,998
APH	Amphenol Corp /De/	33,800	$4,270,630
AA	Alcoa Corp	61,389	$4,071,932
TTE	TotalEnergies SE	34,682	$3,155,368
WDC	Western Digital Corp	5,802	$1,569,382
FITB	Fifth Third Bancorp	13,044	$606,024
CVS	CVS HEALTH Corp	6,159	$442,339
CRWV	CoreWeave, Inc.	4,098	$317,472
RL	Ralph Lauren Corp	701	$241,136
CTAS	Cintas Corp	1,375	$232,567
MPLX	Mplx LP	4,015	$229,136
SLB	Slb Limited/Nv	4,327	$222,364
ED	Consolidated Edison Inc	1,927	$218,097
DOW	Dow Inc.	5,113	$212,956
SUN	Sunoco LP	3,171	$206,019
OWL	Blue Owl Capital Inc.	19,956	$182,198
JOBY	Joby Aviation, Inc.	12,494	$103,200
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
ORI	Old Republic International Corp	220,721	$10,073,706
LNC	Lincoln National Corp	224,376	$9,991,463
DVN	Devon Energy Corp/De	225,812	$8,271,493
GSK	GSK plc	158,715	$7,783,383
RITM	Rithm Capital Corp.	646,257	$7,044,201
BBY	Best Buy Co Inc	102,346	$6,850,017
CMG	Chipotle Mexican Grill Inc	48,588	$1,797,756
TTWO	Take Two Interactive Software Inc	5,102	$1,306,265
IBIT	iShares Bitcoin Trust ETF	12,683	$629,710
EXPE	Expedia Group, Inc.	1,516	$429,497
HRTX	Heron Therapeutics, Inc. /De/	248,087	$322,513
SLV	iShares Silver Trust	4,770	$307,283
NVO	Novo Nordisk A S	5,847	$297,495
MFC	Manulife Financial Corp	6,986	$253,452
HUM	Humana Inc	972	$248,958
ARCC	Ares Capital Corp	12,192	$246,644
RF	Regions Financial Corp	8,936	$242,165
GWW	W.W. Grainger, Inc.	238	$240,153
IQV	Iqvia Holdings Inc.	1,030	$232,172
MKL	Markel Group Inc.	102	$219,264
JKHY	Jack Henry & Associates Inc	1,179	$215,143
FIS	Fidelity National Information Services, Inc.	3,212	$213,469
NKE	NIKE, Inc.	3,236	$206,165
MMD	NYLI MacKay DefinedTerm Muni Opportunities Fund	10,655	$158,439
AGNC	AGNC Investment Corp.	10,992	$117,834
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

262 positions · $1,300,777,572 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 262 positions by value · page 1 of 6

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Added	192,584	+22,031	$71,288,819	−13.6%	5.48%
AAPL	Apple Inc. Technology	Added	225,818	+16,122	$57,310,350	+0.5%	4.41%
NVDA	Nvidia Corp Technology	Added	315,115	+25,207	$54,956,056	+1.6%	4.22%
AVGO	Broadcom Inc. Technology	Reduced	169,994	-11,980	$52,614,842	−16.5%	4.04%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	195,236	-13,174	$40,661,801	−15.5%	3.13%
ABBV	AbbVie Inc. Healthcare	Added	136,906	+5,016	$29,775,685	−1.2%	2.29%
GOOGL	Alphabet Inc. Communication Services	Reduced	101,322	-836	$29,136,154	−8.9%	2.24%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	77,504	-18,485	$22,798,576	−26.3%	1.75%
IAU	Ishares Gold Trust	Reduced	247,820	-17,835	$21,847,811	+1.3%	1.68%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	60,250	-16,401	$20,361,487	−12.6%	1.57%
PHYS	Sprott Physical Gold Trust Financial Services	Reduced	563,098	-133,333	$19,956,193	−13.2%	1.53%
JNJ	Johnson & Johnson Healthcare	Reduced	81,343	-48,688	$19,883,482	−26.1%	1.53%
META	Meta Platforms, Inc. Communication Services	Added	33,285	+1,495	$19,043,347	−9.2%	1.46%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	112,739	+12,161	$18,004,418	+16.5%	1.38%
ORCL	Oracle Corp Technology	Added	114,376	+12,582	$16,825,853	−15.2%	1.29%
ABT	Abbott Laboratories Healthcare	Added	162,950	+2,889	$16,730,076	−16.6%	1.29%
LLY	ELI LILLY & Co Healthcare	Added	17,968	+3,029	$16,526,427	+2.9%	1.27%
ADM	Archer-Daniels-Midland Co Consumer Defensive	Added	225,333	+6	$16,379,455	+26.4%	1.26%
RTX	RTX Corp Industrials	Added	78,940	+19,671	$15,227,526	+40.1%	1.17%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	45,623	-343	$15,004,948	−5.1%	1.15%
PFE	Pfizer Inc Healthcare	Added	516,751	+415,587	$14,510,368	+476.0%	1.12%
CVX	Chevron Corp Energy	Added	67,900	+53,658	$14,048,510	+547.2%	1.08%
SPY	Spdr S&P 500 ETF Trust	Reduced	21,433	-592	$13,938,737	−7.2%	1.07%
ARKB	Ark 21Shares Bitcoin ETF	Added	605,946	+192,174	$13,627,725	+13.4%	1.05%
JFR	Nuveen Floating Rate Income Fund Financial Services	Added	1,795,370	+265,100	$13,501,182	+12.7%	1.04%
PSLV	Sprott Physical Silver Trust Financial Services	Reduced	545,035	-511,692	$13,293,403	−46.8%	1.02%
MO	Altria Group, Inc. Consumer Defensive	Added	196,319	+389	$12,955,090	+14.7%	1.00%
VZ	Verizon Communications Inc Communication Services	Added	254,564	+5,012	$12,779,112	+25.7%	0.98%
MRK	Merck & Co., Inc. Healthcare	Reduced	104,497	-18,586	$12,569,944	−3.0%	0.97%
NEE	Nextera Energy Inc Utilities	Added	133,849	+12,268	$12,431,895	+27.4%	0.96%
PLTR	Palantir Technologies Inc. Technology	Reduced	83,474	-872	$12,210,576	−18.6%	0.94%
ADI	Analog Devices Inc Technology	Reduced	37,484	-1,122	$11,925,159	+13.9%	0.92%
T	At&T Inc. Communication Services	Added	388,887	+355,583	$11,273,834	+1262.8%	0.87%
LIN	Linde PLC Basic Materials	Added	22,628	+5,871	$11,218,057	+57.0%	0.86%
BIT	BlackRock Multi-Sector Income Trust Financial Services	Added	879,881	+42,300	$11,016,110	+0.7%	0.85%
MS	Morgan Stanley Financial Services	Reduced	66,832	-26,737	$10,998,542	−33.8%	0.85%
DUK	Duke Energy CORP Utilities	Added	83,978	+21,814	$10,996,079	+50.9%	0.85%
KMI	Kinder Morgan, Inc. Energy	Added	324,483	+13,885	$10,879,914	+27.4%	0.84%
AEP	American Electric Power Co Inc Utilities	Added	82,863	+18,988	$10,861,682	+47.5%	0.84%
OKE	Oneok Inc /New/ Energy	Added	118,738	+108,448	$10,732,727	+1319.1%	0.83%
BMY	Bristol Myers Squibb Co Healthcare	Added	175,657	+166,653	$10,653,597	+2093.6%	0.82%
PDI	PIMCO Dynamic Income Fund Financial Services	Added	619,822	+147,900	$10,605,154	+26.9%	0.82%
CSCO	Cisco Systems, Inc. Technology	Added	133,827	+104,786	$10,383,636	+364.2%	0.80%
MCD	Mcdonalds Corp Consumer Cyclical	Added	33,363	+4,915	$10,368,886	+19.3%	0.80%
DTE	Dte Energy Co Utilities	Added	70,192	+5,469	$10,263,474	+22.9%	0.79%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	16,073	-200	$9,913,183	+1.0%	0.76%
CB	Chubb Ltd Financial Services	Added	28,958	+3,935	$9,438,280	+20.8%	0.73%
ETN	Eaton Corp plc Industrials	Added	26,291	+18,208	$9,403,501	+265.3%	0.72%
MET	Metlife Inc Financial Services	Added	132,703	+127,222	$9,384,756	+2069.0%	0.72%
UGI	Ugi Corp /Pa/ Utilities	Reduced	250,772	-11,770	$9,133,116	−7.1%	0.70%