Cyndeo Wealth Partners, LLC
Top Portfolio Positions
262 positions ·
$1,325,474,711 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
192,584 | $71,288,819 | 5.38% |
| AAPL |
Apple Inc.
Technology
|
225,818 | $57,310,350 | 4.32% |
| NVDA |
Nvidia Corp
Technology
|
315,115 | $54,956,056 | 4.15% |
| AVGO |
Broadcom Inc.
Technology
|
169,994 | $52,614,842 | 3.97% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
195,236 | $40,661,801 | 3.07% |
| ABBV |
AbbVie Inc.
Healthcare
|
136,906 | $29,775,685 | 2.25% |
| 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% |
Holdings in PSLV
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,293,403 | 545,035 | Shares | Sole | 2026-04-13 | |
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