Cyndeo Wealth Partners, LLC
CIK
1950947
Location
ST. PETERSBURG, FL
Portfolio Value
Mid
$1,327,140,889
Diversification
Diversified
Filing Date
Global Rank
#1,264
/ 8,232
▲ 121
Top Industry
Semiconductors
12.3%
3Y Alpha vs SPY
-3.1%
Period ended 2 months ago
Filed Apr 13, 2026 · 2mo
14 quarters · since Dec 2022
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+63.7%
SPY
+76.5%
Annualised alpha
-3.0%
Max drawdown
−15.8%
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
263 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
5.4%
−0.9 pts
Top 5
20.9%
−2.2 pts
Top 10
30.6%
−3.5 pts
HHI
162
Diversified−23
Portfolio Trend
14 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 27.5% | $365,625,809 |
| Financial Services | 16.2% | $214,956,559 |
| Healthcare | 11.1% | $147,614,662 |
| Consumer Cyclical | 7.7% | $102,034,518 |
| Consumer Defensive | 7.0% | $92,942,125 |
| Industrials | 6.0% | $79,098,917 |
| Communication Services | 6.0% | $79,011,598 |
| Unclassified | 5.5% | $73,388,045 |
| Energy | 5.5% | $73,344,383 |
| Utilities | 4.2% | $55,944,824 |
| Real Estate | 1.7% | $23,113,531 |
| Basic Materials | 1.5% | $20,065,918 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | |
| XOM | Exxon Mobil Corp | +72,594 | 151,849 | $25,762,701 | |
| 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 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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 | |
| BKNG | Booking Holdings Inc. | 51 | $273,121 | |
| 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 | |
| No positions match the current search. | ||||
263 positions ·
$1,327,140,889 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 263 positions by value
· page 1 of 6
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| HURA |
TuHURA Biosciences, Inc./NV
Healthcare
|
Reduced | 10,627 | $19,022 | 0.00% | |
| SOUN |
Soundhound Ai, Inc.
Technology
|
Held | 10,000 | $68,700 | 0.01% | |
| JOBY |
Joby Aviation, Inc.
Industrials
|
NEW | 12,494 | $103,200 | 0.01% | |
| F |
Ford Motor Co
Consumer Cyclical
|
Added | 12,139 | $140,084 | 0.01% | |
| ETW |
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
Financial Services
|
Held | 17,000 | $149,260 | 0.01% | |
| OWL |
Blue Owl Capital Inc.
Financial Services
|
NEW | 19,956 | $182,198 | 0.01% | |
| COF |
Capital One Financial Corp
Financial Services
|
Reduced | 1,128 | $205,781 | 0.02% | |
| SUN |
Sunoco LP
Energy
|
NEW | 3,171 | $206,019 | 0.02% | |
| OTIS |
Otis Worldwide Corp
Industrials
|
Reduced | 2,692 | $207,499 | 0.02% | |
| DOW |
Dow Inc.
Basic Materials
|
NEW | 5,113 | $212,956 | 0.02% | |
| ED |
Consolidated Edison Inc
Utilities
|
NEW | 1,927 | $218,097 | 0.02% | |
| NXPI |
NXP Semiconductors N.V.
Technology
|
Added | 1,116 | $219,695 | 0.02% | |
| CCL |
Carnival Corp Ltd.
Consumer Cyclical
|
Added | 8,551 | $221,299 | 0.02% | |
| SLB |
Slb Limited/Nv
Energy
|
NEW | 4,327 | $222,364 | 0.02% | |
| APP |
AppLovin Corp
Communication Services
|
Reduced | 566 | $225,268 | 0.02% | |
| MPLX |
Mplx LP
Energy
|
NEW | 4,015 | $229,136 | 0.02% | |
| CTAS |
Cintas Corp
Industrials
|
NEW | 1,375 | $232,567 | 0.02% | |
| WBD |
Warner Bros. Discovery, Inc.
Communication Services
|
Reduced | 8,629 | $236,952 | 0.02% | |
| ETH |
Grayscale Ethereum Staking Mini ETF
|
Reduced | 11,955 | $237,426 | 0.02% | |
| RL |
Ralph Lauren Corp
Consumer Cyclical
|
NEW | 701 | $241,136 | 0.02% | |
| SYY |
Sysco Corp
Consumer Defensive
|
Added | 3,498 | $249,512 | 0.02% | |
| NOW |
ServiceNow, Inc.
Technology
|
Added | 2,414 | $252,383 | 0.02% | |
| IDE |
Voya Infrastructure, Industrials & Materials Fund
Financial Services
|
Held | 20,323 | $253,631 | 0.02% | |
| AMT |
American Tower Corp /Ma/
Real Estate
|
Reduced | 1,473 | $254,210 | 0.02% | |
| CW |
Curtiss Wright Corp
Industrials
|
Held | 374 | $254,738 | 0.02% | |
| XEL |
Xcel Energy Inc
Utilities
|
Added | 3,210 | $255,002 | 0.02% | |
| WMB |
Williams Companies, Inc.
Energy
|
Reduced | 3,554 | $258,660 | 0.02% | |
| SHOP |
Shopify Inc.
Technology
|
Reduced | 2,183 | $258,947 | 0.02% | |
| WPM |
Wheaton Precious Metals Corp.
Basic Materials
|
Held | 2,016 | $264,116 | 0.02% | |
| MDLZ |
Mondelez International, Inc.
Consumer Defensive
|
Added | 4,648 | $267,910 | 0.02% | |
| CRSP |
CRISPR Therapeutics AG
Healthcare
|
Added | 5,723 | $272,243 | 0.02% | |
| CELH |
Celsius Holdings, Inc.
Consumer Defensive
|
Reduced | 7,689 | $272,805 | 0.02% | |
| CMCSA |
Comcast Corp
Communication Services
|
Added | 9,504 | $272,859 | 0.02% | |
| WELL |
Welltower Inc.
Real Estate
|
Reduced | 1,383 | $273,432 | 0.02% | |
| PMO |
Putnam Municipal Opportunities Trust
Financial Services
|
Added | 28,522 | $293,776 | 0.02% | |
| NTLA |
Intellia Therapeutics, Inc.
Healthcare
|
Reduced | 23,058 | $295,603 | 0.02% | |
| HSIC |
Henry Schein Inc
Healthcare
|
Reduced | 4,043 | $297,969 | 0.02% | |
| EYPT |
EyePoint, Inc.
Healthcare
|
Added | 23,440 | $302,141 | 0.02% | |
| CINF |
Cincinnati Financial Corp
Financial Services
|
Added | 1,953 | $307,304 | 0.02% | |
| TGT |
Target Corp
Consumer Defensive
|
Reduced | 2,601 | $315,241 | 0.02% | |
| CRWV |
CoreWeave, Inc.
Technology
|
NEW | 4,098 | $317,472 | 0.02% | |
| IDXX |
Idexx Laboratories Inc /De
Healthcare
|
Reduced | 581 | $326,458 | 0.02% | |
| JCI |
Johnson Controls International plc
Industrials
|
Added | 2,600 | $340,470 | 0.03% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
Added | 1,691 | $351,880 | 0.03% | |
| MNST |
Monster Beverage Corp
Consumer Defensive
|
Reduced | 4,902 | $355,198 | 0.03% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
Reduced | 3,591 | $355,688 | 0.03% | |
| TER |
Teradyne, Inc
Technology
|
Reduced | 1,211 | $359,013 | 0.03% | |
| UBER |
Uber Technologies, Inc
Technology
|
Added | 5,076 | $365,116 | 0.03% | |
| OMC |
Omnicom Group Inc.
Communication Services
|
Reduced | 4,859 | $365,931 | 0.03% | |
| VMI |
Valmont Industries Inc
Industrials
|
Added | 922 | $368,403 | 0.03% |