Cyndeo Wealth Partners, LLC
Top Portfolio Positions
263 positions ·
$1,327,140,889 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 | 3.96% | |
| 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 PHYS
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,956,193 | 563,098 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $22,996,151 | 696,431 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $19,778,132 | 667,729 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $17,043,793 | 672,339 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $16,010,245 | 665,430 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $13,432,836 | 666,973 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $13,358,274 | 655,460 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $11,786,010 | 652,603 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $10,627,649 | 614,315 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $9,782,421 | 614,088 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $8,722,698 | 609,127 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $8,888,813 | 595,765 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $9,043,156 | 584,939 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $6,806,422 | 482,725 | Shares | Sole | 2023-01-25 | |
| No 13F history on record for this holder in this stock. | ||||||