Cyndeo Wealth Partners, LLC
CIK 1950947 · Holdings on Sep 30, 2024 · First reported Oct 18, 2024
Top ten holdings
Q3 2024- MSFT4.36%
- AAPL2.84%
- AMZN2.53%
- ABBV1.88%
- NVDA1.68%
- AVGO1.66%
- FBND1.57%
- FIXD1.41%
- ABT1.41%
- FTGC1.35%
Share classes counted separately20.69%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- FBNDWeight increased · +1.33 pp0.24% → 1.57%Shares +414.20K (+614.06%)
- IGIBWeight increased · +1.13 pp0.03% → 1.16%Shares +300.80K (+3764.71%)
- MSFTWeight decreased · -0.93 pp5.29% → 4.36%Shares -6.09K (-4.02%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MSFTMICROSOFT CORP View history and evidence | $62.45M | 4.36% | 145.14K shares | 5.29% → 4.36%-0.93 pp -6.09K (-4.02%) | Reduced | ↗▾ |
| 02 | AAPLAPPLE INC View history and evidence | $40.70M | 2.84% | 174.70K shares | 2.12% → 2.84%+0.72 pp +46.26K (+36.02%) | Added | ↗▾ |
| 03 | AMZNAMAZON.COM INC View history and evidence | $36.25M | 2.53% | 194.52K shares | 2.66% → 2.53%-0.13 pp +19.08K (+10.88%) | Added | ↗▾ |
| 04 | ABBVABBVIE INC View history and evidence | $26.85M | 1.88% | 135.96K shares | 1.89% → 1.88%-0.01 pp -4.91K (-3.49%) | Reduced | ↗▾ |
| 05 | NVDANVIDIA CORP View history and evidence | $24.12M | 1.68% | 198.59K shares | 1.30% → 1.68%+0.38 pp +64.42K (+48.02%) | Added | ↗▾ |
| 06 | AVGOBROADCOM INC View history and evidence | $23.73M | 1.66% | 137.55K shares | 1.86% → 1.66%-0.20 pp +122.77K (+830.22%) | Added | ↗▾ |
| 07 | FBNDFIDELITY TOTAL BOND ETFTOTAL BD ETF View history and evidence | $22.51M | 1.57% | 481.65K shares | 0.24% → 1.57%+1.33 pp +414.20K (+614.06%) | Added | ↗▾ |
| 08 | FIXDFIRST TRUST SMITH OPPORTUNISTCW OPPORTUNIS View history and evidence | $20.19M | 1.41% | 446.35K shares | 1.79% → 1.41%-0.38 pp -84.22K (-15.87%) | Reduced | ↗▾ |
| 09 | ABTABBOTT LABORATORIES View history and evidence | $20.15M | 1.41% | 176.76K shares | 1.33% → 1.41%+0.08 pp +12.99K (+7.93%) | Added | ↗▾ |
| 10 | FTGCFIRST TRUST GLOBAL TACTICALFST TR GLB FD View history and evidence | $19.37M | 1.35% | 817.76K shares | 1.37% → 1.35%-0.02 pp +85.03K (+11.60%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 20
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| BLK BLACKROCK INC | Non-derivative | -6,210 | -$4.89M | SEC filing ↗ | SEC filing ↗ |
| STLA STELLANTIS NV | Non-derivative | -227,371 | -$4.51M | SEC filing ↗ | SEC filing ↗ |
| VRT VERTIV HOLDINGS CO-A | Non-derivative | -37,238 | -$3.22M | SEC filing ↗ | SEC filing ↗ |
3 / 20 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1950947 · Period 2024-09-30
Data loaded 2026-09-23 · First reported 2024-10-18
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1431703652
}Research all 444 reported holdings.
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