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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12811T878
Shares:9.2K
Value:$225.4K
Arista Networks, Inc.
Shares:2.9K
Value:$221.5K
33734X143
Shares:2.1K
Value:$221.4K
LyondellBasell Industries N.V.
Shares:3.1K
Value:$219.9K
Builders FirstSource, Inc.
Shares:1.8K
Value:$219.0K
Voya Infrastructure, Industrials & Materials Fund
Shares:20.6K
Value:$217.9K
Energy Transfer LP
Shares:11.7K
Value:$217.8K
Waste Connections, Inc.
Shares:1.1K
Value:$210.3K
78463X756
Shares:3.6K
Value:$206.2K
Zoetis Inc.
Shares:1.2K
Value:$205.6K
92189F726
Shares:1.3K
Value:$204.5K
464288158
Shares:1.9K
Value:$204.1K
464287861
Shares:3.5K
Value:$203.6K
CROWN CASTLE INC.
Shares:2.0K
Value:$203.5K
DELTA AIR LINES, INC.
Shares:4.6K
Value:$202.6K
DIAGEO PLC
Shares:1.9K
Value:$201.5K
464287473
Shares:1.6K
Value:$201.0K
MARKEL GROUP INC.
Shares:107
Value:$200.0K
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
Shares:17.0K
Value:$140.3K
EyePoint Pharmaceuticals, Inc.
Shares:25.3K
Value:$136.9K