Cyndeo Wealth Partners, LLC
CIK
0001950947
City
ST. PETERSBURG
State / Country
FL
Top Portfolio Positions
251 positions ·
$1,260,027,204 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
170,553 | $82,482,841 | 6.55% |
| AVGO |
Broadcom Inc.
Technology
|
181,974 | $62,981,201 | 5.00% |
| AAPL |
Apple Inc.
|
209,696 | $57,007,954 | 4.52% |
| NVDA |
Nvidia Corp
Technology
|
289,908 | $54,067,842 | 4.29% |
| AMZN |
Amazon Com Inc
|
208,410 | $48,105,196 | 3.82% |
| GOOGL |
Alphabet Inc.
|
102,158 | $31,975,454 | 2.54% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
95,989 | $30,929,575 | 2.45% |
| ABBV |
AbbVie Inc.
Healthcare
|
131,890 | $30,135,546 | 2.39% |
| JNJ |
Johnson & Johnson
|
130,031 | $26,909,915 | 2.14% |
| PSLV |
Sprott Physical Silver Trust
|
1,056,727 | $24,991,593 | 1.98% |
Portfolio Trend
Holdings in MMD
Export CSVShares Held
Position Value (USD)
6 of 6 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $158,439 | 10,655 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $199,700 | 13,199 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $179,358 | 12,127 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $287,123 | 19,040 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $281,415 | 18,849 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $282,708 | 16,768 | Shares | Sole | 2024-10-18 | |
| No quarters match your search. | ||||||