Cyndeo-Wealth-Partners
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, "JWN", "FLEX", "GDX", "NTR", "RJF", "HUM", "RF", "MU", "ACN", "MMM", "ABT", "ABBV", "ADBE", "APD", null, null, "ALL", null, "GOOGL", "AXP", "JFR", "QQQX", null, "TEAM", "ASML", "T", "BLK", null, "CAT", "AVGO", "APP", "LOW", null, "BRO", "ARCC", "BIT", null, "BSX", null, null, "RQI", "UTF", null, null, null, null, null, "CCI", "CMI", null, null, "DUK", "DEA", null, "PDI", "EOG", null, null, null, null, null, "ARKB", null, null, "GD", "GILD", "AVK", "GIS", null, null, null, "HON", "HD", null, null, null, null, "AZN", null, null, null, "MCD", null, "INTU", null, null, null, "EVV", "ETW", null, "UNP", null, "QCOM", null, null, "SIL", null, "ISRG", null, null, null, "ABUS", null, "ITW", "AMAT", "EMR", null, "ICE", "META", null, null, null, null, null, null, null, "PMO", null, null, null, null, null, "HURA", null, null, null, "KMI", "LHX", "IWS", "LIN", "PCN", null, "MPC", "MMC", null, null, null, "MRVL", "MA", null, "MDT", "MSFT", "MDLZ", "MS", "TMUS", "EPR", "FICO", "FIS", null, "GE", "NTRS", "NVS", null, "OMC", "OMF", "ORLY", "ADM", null, "BX", "AMP", "IJR", "EFG", "ANET", "IWD", "ORCL", "NOC", "OKE", "PAYX", null, null, null, null, null, null, null, null, "EEM", null, "IWF", null, null, "PANW", "PEP", "PNC", "IRM", "PGR", "IEMG", "IVV", null, null, "DOW", "UNH", "AAPL", "SPY", "BXSL", null, "NVDA", "GS", "INTC", "PLTR", "PFE", "LMT", "PG", "MRK", null, "VZ", null, "AMGN", null, "MSTR", "REGN", null, null, "ROK", "IEFA", "SPGI", null, null, "SHW", "SRE", "O", "SHEL", "RTX", "GLD", "STX", null, null, null, null, "BP", "AMT", "RSG", null, "IBM", "SYK", "SBUX", "TXN", "TD", "TGT", "TMO", "TJX", "TDG", "TFC", "UBS", "UPS", "VO", "MET", "SOUN", "VV", "ATEC", "SCHW", "VWO", "JBL", "SIVR", null, null, null, null, "IWV", null, null, null, null, null, "ARDX", "VIG", null, null, "TTE", "MMD", null, "TSM", null, null, "VYM", null, "TT", "UGI", "SSB", null, "AFL", "AMD", "F", "DEO", "WM", "IWR", "WCN", "HSIC", "EFX", "GSLC", "AEP", "EYPT", "IPG", null, null, "IDXX", null, null, "NVO", "AMZN", null, null, null, null, null, "EGP", "NWSA", null, null, "VUG", "VEA", "VMI", "MGK", "VONE", "VXUS", "VBK", "MGV", "BND", "VB", "VOO", "VTV", "V", null, "IDE", "WMT", "WES", "WFC", null, "WMB", null, "XEL", null, "DTE", "FNF", "ET", "DVY", "NSC", "NXPI", "MFC", "MKL", null, "SO", "HQH", "OTIS", "PSX", null, "CRM", null, null, "SYY", "ORI", null, null, null, "IXUS", "MTUM", "LYB", null, "IUSV", null, null, "GEV", "DGRO", "MCK", null, "GWW", null, null, null, "KMB", "ADP", "BAC", "BK", "BRK-A", "BRK-B", null, "BMY", "BLDR", "CDNS", "CPRX", "CASY", "CF", "CVX", "CINF", "CB", "CMG", "CTAS", "CSCO", "C", "CNA", "CME", null, "KO", "CCEP", "CMA", "CMCSA", "CL", "COP", "COST", "GLW", "CRWD", "CSX", "DHR", "DELL", "DE", "FANG", "DAL", null, null, null, "DFAX", "DFS", "DLR", "RSP", null, "EFA", "ADI", "MCO", "USMV", "IWB", "NEE", "MAR", "QQQ", "IWM", "EPD", "MDY", "DIS", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "PLD", "NFLX", "PM", "PH", null, "APO", "MO", "XLK", "ITOT", "VTI", "JPM", "QUAL", "ZTS" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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% identified297 identified151 unidentified
Holdings
448 positions
Manager:
Search and click to pin securities to the top
Page 21 of 23
74348A467
Shares:2.5K
Value:$253.8K
81369Y209
Shares:1.7K
Value:$250.6K
46429B507
Shares:4.2K
Value:$249.4K
25434V724
Shares:6.0K
Value:$249.3K
33738R779
Shares:4.8K
Value:$245.6K
33737J182
Shares:10.3K
Value:$236.4K
46435G409
Shares:7.7K
Value:$234.8K
46138E354
Shares:3.0K
Value:$225.8K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip74348A467)✕ | 2.5K | QoQ -0.12% (-3)YoY NEW(+2.5K) | All Managers (Combined) | $253.8K | YoY NEW(+$253.8K) |
885 | QoQ +0.91% (-8)YoY +0.91% (+8) | All Managers (Combined) | $252.6K | ||
(cusip81369Y209)✕ | 1.7K | QoQ NEW(+1.7K) YoY NEW(+1.7K) | All Managers (Combined) | $250.6K | QoQ NEW(+$250.6K) YoY NEW(+$250.6K) |
(cusip46429B507)✕ | 4.2K | QoQ +7.13% (+281)YoY NEW(+4.2K) | All Managers (Combined) | $249.4K | YoY NEW(+$249.4K) |
(cusip25434V724)✕ | 6.0K | QoQ +0.39% (+24)YoY NEW(+6.0K) | All Managers (Combined) | $249.3K | YoY NEW(+$249.3K) |
GE Vernova Inc.(GEVcusip36828A101) | 808 | QoQ -0.98% (-8)YoY NEW(+808) | All Managers (Combined) | $246.7K | YoY NEW(+$246.7K) |
(cusip33738R779)✕ | 4.8K | All Managers (Combined) | $245.6K | ||
3.3K | QoQ -0.94% (-31)YoY NEW(+3.3K) | All Managers (Combined) | $243.8K | YoY NEW(+$243.8K) | |
3.9K | QoQ +1.54% (-60) | All Managers (Combined) | $242.2K | ||
3.7K | All Managers (Combined) | $241.1K | |||
2.2K | QoQ -0.18% (-4)YoY NEW(+2.2K) | All Managers (Combined) | $241.1K | YoY NEW(+$241.1K) | |
1.3K | QoQ +0.31% (-4)YoY -6.45% (-87) | All Managers (Combined) | $239.7K | ||
242 | QoQ -8.67% (-23)YoY -12.94% (-36) | All Managers (Combined) | $239.4K | ||
(cusip33737J182)✕ | 10.3K | All Managers (Combined) | $236.4K | ||
(cusip46435G409)✕ | 7.7K | YoY NEW(+7.7K) | All Managers (Combined) | $234.8K | YoY NEW(+$234.8K) |
556 | QoQ +0.54% (+3)YoY -1.76% (-10) | All Managers (Combined) | $233.5K | ||
XCEL ENERGY INC(XELcusip98389B100) | 3.3K | QoQ +0.18% (+6)YoY NEW(+3.3K) | All Managers (Combined) | $233.4K | YoY NEW(+$233.4K) |
225.1K | QoQ 0.00% (-0)YoY -0.02% (-51) | All Managers (Combined) | $228.8K | ||
7.3K | All Managers (Combined) | $226.8K | |||
(cusip46138E354)✕ | 3.0K | QoQ +0.43% (+13) | All Managers (Combined) | $225.8K |