Cyndeo Wealth Partners, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CW Cyndeo Wealth Partners, LLC | Institutional Filer | ▲ 2.48% | $1.90B | 478 |
Current Portfolio Holdings
Showing all 478 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft Corporation | Technology | 193K | $71.3M | 3.75% |
| 2 | AAPL | Apple Inc. | Technology | 226K | $57.3M | 3.01% |
| 3 | NVDA | NVIDIA Corporation | Technology | 315K | $55.0M | 2.89% |
| 4 | AVGO | Broadcom Inc. | Technology | 170K | $52.6M | 2.77% |
| 5 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 195K | $40.7M | 2.14% |
| 6 | FTGC | FIRST TR EXCHANGE TRAD FD VI | — | 1.1M | $32.5M | 1.71% |
| 7 | ABBV | AbbVie Inc. | Healthcare | 137K | $29.8M | 1.57% |
| 8 | FBND | FIDELITY MERRIMACK STR TR | — | 645K | $29.4M | 1.55% |
| 9 | GOOGL | Alphabet Inc. | Technology | 101K | $29.1M | 1.53% |
| 10 | XOM | Exxon Mobil Corporation | Energy | 152K | $25.8M | 1.36% |
| 11 | VB | VANGUARD INDEX FDS | — | 97K | $25.4M | 1.34% |
| 12 | FTCB | FIRST TR EXCHANGE-TRADED FD | — | 1.2M | $25.3M | 1.33% |
| 13 | JPM | JPMorgan Chase & Co. | Financial Services | 78K | $22.8M | 1.20% |
| 14 | IAU | ISHARES GOLD TR | — | 248K | $21.8M | 1.15% |
| 15 | UCON | FIRST TR EXCHNG TRADED FD VI | — | 840K | $20.8M | 1.09% |
Showing 1 to 15 of 478 holdings