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

SEC FilingSEC DataHachi Filing

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
CIK: cyndeo-wealth-partners
Manager Name: Cyndeo-Wealth-Partners

Data Enrichment

66% identified

297 identified151 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

448 positions • $1.5B total value

SEC FilingSEC DataHachi Filing

Manager:

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FORD MOTOR CO

F|345370860

Shares:10.6K

Value:$106.4K

% of Portfolio:0.0% ($106.4K/$1.5B)

SOUNDHOUND AI, INC.

SOUN|836100107

Shares:10.0K

Value:$81.2K

% of Portfolio:0.0% ($81.2K/$1.5B)

64136E102

Shares:10.0K

Value:$57.6K

% of Portfolio:0.0% ($57.6K/$1.5B)

ARDELYX, INC.

ARDX|039697107

Shares:10.0K

Value:$49.1K

% of Portfolio:0.0% ($49.1K/$1.5B)

928298AP3

Shares:50.0K

Value:$48.9K

% of Portfolio:0.0% ($48.9K/$1.5B)

88338H704

Shares:29.7K

Value:$41.6K

% of Portfolio:0.0% ($41.6K/$1.5B)

Arbutus Biopharma Corp

ABUS|03879J100

Shares:10.0K

Value:$34.9K

% of Portfolio:0.0% ($34.9K/$1.5B)

TuHURA Biosciences, Inc./NV

HURA|898920103

Shares:10.6K

Value:$34.3K

% of Portfolio:0.0% ($34.3K/$1.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
FORD MOTOR CO(Fcusip345370860)	10.6K	QoQ NEW(+10.6K) YoY NEW(+10.6K)	All Managers (Combined)	$106.4K	0.0% ($106.4K/$1.5B)	QoQ NEW(+$106.4K) YoY NEW(+$106.4K)
SOUNDHOUND AI, INC.(SOUNcusip836100107)	10.0K	QoQ 0.00% (-0) YoY NEW(+10.0K)	All Managers (Combined)	$81.2K	0.0% ($81.2K/$1.5B)	QoQ -59.07% (-$117.2K) YoY NEW(+$81.2K)
(cusip64136E102)✕	10.0K	QoQ NEW(+10.0K) YoY NEW(+10.0K)	All Managers (Combined)	$57.6K	0.0% ($57.6K/$1.5B)	QoQ NEW(+$57.6K) YoY NEW(+$57.6K)
ARDELYX, INC.(ARDXcusip039697107)	10.0K	QoQ NEW(+10.0K) YoY NEW(+10.0K)	All Managers (Combined)	$49.1K	0.0% ($49.1K/$1.5B)	QoQ NEW(+$49.1K) YoY NEW(+$49.1K)
(cusip928298AP3)✕	50.0K	QoQ NEW(+50.0K) YoY NEW(+50.0K)	All Managers (Combined)	$48.9K	0.0% ($48.9K/$1.5B)	QoQ NEW(+$48.9K) YoY NEW(+$48.9K)
(cusip88338H704)✕	29.7K	QoQ NEW(+29.7K) YoY NEW(+29.7K)	All Managers (Combined)	$41.6K	0.0% ($41.6K/$1.5B)	QoQ NEW(+$41.6K) YoY NEW(+$41.6K)
Arbutus Biopharma Corp(ABUScusip03879J100)	10.0K	QoQ NEW(+10.0K) YoY NEW(+10.0K)	All Managers (Combined)	$34.9K	0.0% ($34.9K/$1.5B)	QoQ NEW(+$34.9K) YoY NEW(+$34.9K)
TuHURA Biosciences, Inc./NV(HURAcusip898920103)	10.6K	QoQ 0.00% (-0) YoY NEW(+10.6K)	All Managers (Combined)	$34.3K	0.0% ($34.3K/$1.5B)	QoQ -21.02% (-$9.1K) YoY NEW(+$34.3K)