Cyndeo Wealth Partners, LLC
Top Portfolio Positions
263 positions ·
$1,326,690,844 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
192,584 | $71,288,819 | 5.37% | |
| AAPL |
Apple Inc.
Technology
|
225,818 | $57,310,350 | 4.32% | |
| NVDA |
Nvidia Corp
Technology
|
315,115 | $54,956,056 | 4.14% | |
| AVGO |
Broadcom Inc.
Technology
|
169,994 | $52,614,842 | 3.97% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
195,236 | $40,661,801 | 3.06% | |
| ABBV |
AbbVie Inc.
Healthcare
|
136,906 | $29,775,685 | 2.24% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
101,322 | $29,136,154 | 2.20% | |
| XOM |
Exxon Mobil Corp
Energy
|
151,849 | $25,762,701 | 1.94% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
77,504 | $22,798,576 | 1.72% | |
| IAU |
Ishares Gold Trust
|
247,820 | $21,847,811 | 1.65% |
Portfolio Trend
14 quarters · across all stocks
Holdings in ARKB
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,627,725 | 605,946 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $12,015,938 | 413,772 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $15,069,265 | 396,351 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $13,798,870 | 385,551 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $3,455,797 | 126,124 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $4,340,008 | 139,595 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $2,561,695 | 121,082 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $2,285,933 | 114,335 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,444,219 | 103,306 | Shares | Sole | 2024-04-17 | |
| No 13F history on record for this holder in this stock. | ||||||