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:
Search and click to pin securities to the top
Page 19 of 23
GENERAL MILLS INC
Shares:5.2K
Value:$310.0K
14020Y201
Shares:11.4K
Value:$306.6K
Shares:4.3K
Value:$306.3K
25434V500
Shares:5.1K
Value:$305.9K
336917109
Shares:7.0K
Value:$303.3K
PNC FINANCIAL SERVICES GROUP, INC.
Shares:1.7K
Value:$298.1K
SCHWAB CHARLES CORP
Shares:3.8K
Value:$294.6K
Otis Worldwide Corp
Shares:2.8K
Value:$292.9K
46434G830
Shares:6.9K
Value:$291.1K
NYLI MacKay DefinedTerm Muni Opportunities Fund
Shares:19.0K
Value:$287.1K
66538H633
Shares:12.0K
Value:$285.2K
L3HARRIS TECHNOLOGIES, INC. /DE/
Shares:1.4K
Value:$284.5K
464288620
Shares:5.5K
Value:$282.2K
464286632
Shares:3.8K
Value:$281.9K
97717W281
Shares:5.8K
Value:$281.7K
464286871
Shares:16.1K
Value:$281.4K
REGIONS FINANCIAL CORP
Shares:12.9K
Value:$280.6K
Intercontinental Exchange, Inc.
Shares:1.6K
Value:$280.4K
464286707
Shares:7.0K
Value:$280.2K
MICRON TECHNOLOGY INC
Shares:3.2K
Value:$278.8K