Cyndeo Wealth Partners
$1.9B Assets Reported
521 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 192,584 | $71M | 3.8% |
| AAPL | APPLE INC | 225,818 | $57M | 3.0% |
| NVDA | NVIDIA CORPORATION | 315,115 | $55M | 2.9% |
| AVGO | BROADCOM INC | 169,994 | $53M | 2.8% |
| AMZN | AMAZON COM INC | 195,236 | $41M | 2.1% |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | 1,132,749 | $33M | 1.7% |
| ABBV | ABBVIE INC | 136,906 | $30M | 1.6% |
| FBND | FIDELITY MERRIMACK STR TR | 645,311 | $29M | 1.5% |
| GOOGL | ALPHABET INC | 101,322 | $29M | 1.5% |
| XOM | EXXON MOBIL CORP | 151,849 | $26M | 1.4% |
Track Cyndeo Wealth Partners's 13F portfolio: $1.9B in reported holdings, 521 positions. Top holdings, AUM, and quarterly changes on SentiSense.