Cyndeo-Wealth-Partners

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-17
Total Holdings
448
Total Value
1523343025
Accession Number
0001950947-25-000002
Form Type
13F-HR
Manager Name
Cyndeo-Wealth-Partners
Data Enrichment
66% identified
297 identified151 unidentified

Holdings

448 positions
Manager:
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33740F805
Shares:25.8K
Value:$1.1M
464288653
Shares:10.9K
Value:$1.1M
316092196
Shares:46.6K
Value:$1.1M
COHEN & STEERS INFRASTRUCTURE FUND INC
Shares:44.0K
Value:$1.1M
81369Y803
Shares:5.3K
Value:$1.1M
Shell plc
Shares:14.8K
Value:$1.1M
37954Y673
Shares:28.6K
Value:$1.1M
Philip Morris International Inc.
Shares:6.7K
Value:$1.1M
25434V401
Shares:17.6K
Value:$1.1M
46641Q332
Shares:18.2K
Value:$1.0M
46434G889
Shares:22.2K
Value:$1.0M
BlackRock, Inc.
Shares:1.1K
Value:$1.0M
WELLS FARGO & COMPANY/MN
Shares:13.8K
Value:$988.3K
46641Q134
Shares:15.5K
Value:$987.3K
Shares:6.7K
Value:$979.6K
78468R663
Shares:10.6K
Value:$972.8K
921910840
Shares:7.5K
Value:$965.0K
46434V621
Shares:15.6K
Value:$963.4K
FAIR ISAAC CORP
Shares:522
Value:$962.7K
STARBUCKS CORP
Shares:9.6K
Value:$943.2K