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 • $1.5B total value
Manager:
Search and click to pin securities to the top
Page 8 of 23
46654Q724
Shares:41.2K
Value:$2.5M
% of Portfolio:0.2% ($2.5M/$1.5B)
464287226
Shares:24.2K
Value:$2.4M
% of Portfolio:0.2% ($2.4M/$1.5B)
464288877
Shares:37.8K
Value:$2.2M
% of Portfolio:0.1% ($2.2M/$1.5B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 11.9K | All Managers (Combined) | $2.6M | 0.2% ($2.6M/$1.5B) | |||
| 25.0K | All Managers (Combined) | $2.6M | 0.2% ($2.6M/$1.5B) | |||
| 46.5K | All Managers (Combined) | $2.5M | 0.2% ($2.5M/$1.5B) | |||
| 35.2K | All Managers (Combined) | $2.5M | 0.2% ($2.5M/$1.5B) | |||
(cusip46654Q724)✕ | 41.2K | YoY NEW(+41.2K) | All Managers (Combined) | $2.5M | 0.2% ($2.5M/$1.5B) | YoY NEW(+$2.5M) |
(cusip464287226)✕ | 24.2K | All Managers (Combined) | $2.4M | 0.2% ($2.4M/$1.5B) | ||
| 3 | All Managers (Combined) | $2.4M | 0.2% ($2.4M/$1.5B) | |||
| 4.7K | All Managers (Combined) | $2.4M | 0.2% ($2.4M/$1.5B) | |||
S&P Global Inc.(SPGIcusip78409V104) | 4.6K | All Managers (Combined) | $2.3M | 0.2% ($2.3M/$1.5B) | ||
| 13.7K | All Managers (Combined) | $2.3M | 0.2% ($2.3M/$1.5B) | |||
TotalEnergies SE(TTEcusip89151E109) | 35.0K | All Managers (Combined) | $2.3M | 0.1% ($2.3M/$1.5B) | ||
(cusip464288877)✕ | 37.8K | All Managers (Combined) | $2.2M | 0.1% ($2.2M/$1.5B) | ||
| 24.5K | All Managers (Combined) | $2.2M | 0.1% ($2.2M/$1.5B) | |||
| 47.7K | QoQ -0.28% (-136)YoY -1.66% (-808) | All Managers (Combined) | $2.2M | 0.1% ($2.2M/$1.5B) | ||
| 8.5K | All Managers (Combined) | $2.2M | 0.1% ($2.2M/$1.5B) | |||
| 42.6K | All Managers (Combined) | $2.1M | 0.1% ($2.1M/$1.5B) | |||
PEPSICO INC(PEPcusip713448108) | 14.0K | All Managers (Combined) | $2.1M | 0.1% ($2.1M/$1.5B) | ||
| 45.9K | All Managers (Combined) | $2.1M | 0.1% ($2.1M/$1.5B) | |||
| 27.3K | All Managers (Combined) | $2.1M | 0.1% ($2.1M/$1.5B) | |||
| 3.8K | QoQ +0.23% (-9) | All Managers (Combined) | $2.1M | 0.1% ($2.1M/$1.5B) |