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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Page 17 of 23
ARES CAPITAL CORP
Shares:18.7K
Value:$413.9K
464288646
Shares:7.8K
Value:$407.0K
Apollo Global Management, Inc.
Shares:3.0K
Value:$406.4K
REALTY INCOME CORP
Shares:7.0K
Value:$406.0K
CADENCE DESIGN SYSTEMS INC
Shares:1.6K
Value:$401.3K
EASTGROUP PROPERTIES INC
Shares:2.3K
Value:$398.8K
INTEL CORP
Shares:17.2K
Value:$391.4K
464287176
Shares:3.4K
Value:$380.3K
STRYKER CORP
Shares:1.0K
Value:$379.7K
33738R845
Shares:12.4K
Value:$376.6K
CSX CORP
Shares:12.7K
Value:$374.9K
Dell Technologies Inc.
Shares:4.1K
Value:$371.3K
921946406
Shares:2.9K
Value:$370.8K
14020Y508
Shares:14.0K
Value:$369.0K
OMNICOM GROUP INC.
Shares:4.4K
Value:$366.5K
46137V357
Shares:2.1K
Value:$364.5K
Air Products & Chemicals, Inc.
Shares:1.2K
Value:$359.5K
PUTNAM MUNICIPAL OPPORTUNITIES TRUST
Shares:34.9K
Value:$355.3K
74347B680
Shares:4.4K
Value:$352.9K
33734X176
Shares:2.6K
Value:$349.4K