EdgeMarket › What Cyndeo Wealth Partners, Llc reported owning
What Cyndeo Wealth Partners, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.9BPositions
478Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| MSFT MICROSOFT CORP | 71.3M | 3.8% | 192.6K | 483.24 | -4.4% |
| AAPL Apple Inc. | 57.3M | 3.0% | 225.8K | 309.35 | +36.9% |
| NVDA NVIDIA CORP | 55.0M | 2.9% | 315.1K | 214.72 | +22.4% |
| AVGO Broadcom Inc. | 52.6M | 2.8% | 170.0K | 368.45 | +26.5% |
| AMZN AMAZON COM INC | 40.7M | 2.1% | 195.2K | 258.63 | +15.6% |
| FTGC First Trust Global Tactical Commodity Strategy | 32.5M | 1.7% | 1.1M | 30.55 | +22.4% |
| ABBV AbbVie Inc. | 29.8M | 1.6% | 136.9K | 264.96 | +26.7% |
| FBND Fidelity Total Bond ETF | 29.4M | 1.5% | 645.3K | 44.90 | -2.1% |
| GOOGL Alphabet Inc. | 29.1M | 1.5% | 101.3K | 344.82 | +73.0% |
| XOM ExxonMobil Holdings Corp | 25.8M | 1.4% | 151.8K | 165.11 | +52.1% |
| VB Vanguard Morningstar Small-Cap ETF | 25.4M | 1.3% | 97.0K | 304.76 | +24.4% |
| FTCB First Trust Core Investment Grade ETF | 25.3M | 1.3% | 1.2M | 20.49 | -2.8% |
| JPM JPMORGAN CHASE & CO | 22.8M | 1.2% | 77.5K | 351.58 | +20.3% |
| IAU ISHARES GOLD TRUST | 21.8M | 1.1% | 247.8K | 86.79 | +37.5% |
| UCON First Trust Smith Unconstrained Bond ETF | 20.8M | 1.1% | 839.9K | 24.56 | -1.6% |
| IGIB iShares 5-10 Year Investment Grade Corporate B | 20.5M | 1.1% | 385.1K | 52.14 | -2.5% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 20.4M | 1.1% | 60.2K | 418.95 | +83.3% |
| YLD Principal Active High Yield ETF | 20.3M | 1.1% | 1.1M | 18.94 | -1.5% |
| GSY Invesco Ultra Short Duration ETF | 20.2M | 1.1% | 403.4K | 50.29 | +0.3% |
| FTSL First Trust Senior Loan Fund | 20.1M | 1.1% | 447.8K | 44.76 | -2.9% |
| PHYS Sprott Physical Gold Trust | 20.0M | 1.0% | 563.1K | 35.00 | +36.2% |
| JNJ JOHNSON & JOHNSON | 19.9M | 1.0% | 81.3K | 270.24 | +51.1% |
| META Meta Platforms, Inc. | 19.0M | 1.0% | 33.3K | 549.90 | -26.5% |
| TJX TJX COMPANIES INC /DE/ | 18.0M | 0.9% | 112.7K | 140.53 | +1.6% |
| VUG Vanguard Morningstar Growth ETF | 16.8M | 0.9% | 38.5K | 87.50 | +15.9% |
| ORCL ORACLE CORP | 16.8M | 0.9% | 114.4K | 146.47 | -37.7% |
| ABT ABBOTT LABORATORIES | 16.7M | 0.9% | 162.9K | 116.64 | -11.9% |
| LLY ELI LILLY & Co | 16.5M | 0.9% | 18.0K | 1,255.40 | +78.0% |
| IVV iShares Core S&P 500 ETF | 16.1M | 0.8% | 24.6K | 769.31 | +20.0% |
| RTX RTX Corp | 15.2M | 0.8% | 78.9K | 209.91 | +34.1% |
| HD HOME DEPOT, INC. | 15.0M | 0.8% | 45.6K | 335.61 | -16.5% |
| PFE PFIZER INC | 14.5M | 0.8% | 516.8K | 28.07 | +10.6% |
| CVX CHEVRON CORP | 14.0M | 0.7% | 67.9K | 205.27 | +34.0% |
| URA Global X Uranium ETF | 14.0M | 0.7% | 289.4K | 46.07 | +26.4% |
| SPY SPDR S&P 500 ETF TRUST | 13.9M | 0.7% | 21.4K | 765.72 | +20.0% |
| ARKB Ark 21Shares Bitcoin ETF | 13.6M | 0.7% | 605.9K | 25.55 | -32.7% |
| JFR NUVEEN FLOATING RATE INCOME FUND | 13.5M | 0.7% | 1.8M | 7.54 | -10.2% |
| PSLV Sprott Physical Silver Trust | 13.3M | 0.7% | 545.0K | 22.84 | +77.9% |
| MO ALTRIA GROUP, INC. | 13.0M | 0.7% | 196.3K | 66.09 | -2.2% |
| VZ VERIZON COMMUNICATIONS INC | 12.8M | 0.7% | 254.6K | 49.45 | +9.7% |
| MRK Merck & Co., Inc. | 12.6M | 0.7% | 104.5K | 152.55 | +80.2% |
| NEE NEXTERA ENERGY INC | 12.4M | 0.7% | 133.8K | 83.65 | +9.8% |
| PLTR Palantir Technologies Inc. | 12.2M | 0.6% | 83.5K | 179.94 | +15.3% |
| ADI ANALOG DEVICES INC | 11.9M | 0.6% | 37.5K | 373.09 | +52.4% |
| T AT&T INC. | 11.3M | 0.6% | 388.9K | 25.29 | -13.6% |
| LIN LINDE PLC | 11.2M | 0.6% | 22.6K | 487.57 | +1.1% |
| BIT BlackRock Multi-Sector Income Trust | 11.0M | 0.6% | 879.9K | 11.93 | -14.2% |
| MS MORGAN STANLEY | 11.0M | 0.6% | 66.8K | 214.20 | +48.6% |
| DUK Duke Energy CORP | 11.0M | 0.6% | 84.0K | 119.85 | -3.7% |
| KMI KINDER MORGAN, INC. | 10.9M | 0.6% | 324.5K | 30.98 | +16.6% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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