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 • $1,523,343.025K total value

448 positions

Manager:

SEC FilingSEC DataHachi Filing

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SouthState Corp

SSB|840441109

Shares:22.1K

Value:$2.0M

464287101

Shares:7.4K

Value:$2.0M

46435G326

Shares:29.0K

Value:$2.0M

921943858

VEA|921943858

Shares:38.3K

Value:$1.9M

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:3.6K

Value:$1.9M

337345102

Shares:10.8K

Value:$1.9M

37954Y657

Shares:98.4K

Value:$1.9M

72201R874

Shares:37.4K

Value:$1.9M

46429B267

Shares:78.0K

Value:$1.8M

33734X150

Shares:25.7K

Value:$1.8M

NETFLIX INC

NFLX|64110L106

Shares:1.9K

Value:$1.8M

464287598

IWD|464287598

Shares:9.4K

Value:$1.8M

BROWN & BROWN, INC.

BRO|115236101

Shares:14.2K

Value:$1.8M

Blackstone Secured Lending Fund

BXSL|09261X102

Shares:54.4K

Value:$1.8M

464287721

Shares:12.4K

Value:$1.7M

33734X135

Shares:32.8K

Value:$1.7M

33734X101

Shares:29.7K

Value:$1.7M

DANAHER CORP /DE/

DHR|235851102

Shares:8.2K

Value:$1.7M

14020Y102

Shares:73.2K

Value:$1.6M

33733E302

Shares:7.3K

Value:$1.6M

Instrument	Shares		Other Manager	Value
SouthState Corp(SSBcusip840441109)	22.1K	QoQ 0.00% (-0) YoY -8.90% (-2.2K)	All Managers (Combined)	$2.0M	QoQ -6.69% (-$146.9K) YoY -0.56% (-$11.5K)
(cusip464287101)✕	7.4K	QoQ +112.44% (+3.9K) YoY +7.88% (+540)	All Managers (Combined)	$2.0M	QoQ +99.19% (+$996.8K) YoY +18.09% (+$306.7K)
(cusip46435G326)✕	29.0K	QoQ +0.04% (+13) YoY -15.16% (-5.2K)	All Managers (Combined)	$2.0M	QoQ +6.90% (+$128.9K) YoY -12.94% (-$296.7K)
(VEAcusip921943858)	38.3K	QoQ +47.78% (+12.4K) YoY +25.33% (+7.7K)	All Managers (Combined)	$1.9M	QoQ +57.09% (+$707.8K) YoY +26.98% (+$413.9K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	3.6K	QoQ +11.06% (+363) YoY +44.33% (+1.1K)	All Managers (Combined)	$1.9M	QoQ +30.49% (+$453.4K) YoY +82.79% (+$878.8K)
(cusip337345102)✕	10.8K	QoQ +1.36% (-146) YoY -22.08% (-3.1K)	All Managers (Combined)	$1.9M	QoQ -6.55% (-$131.7K) YoY -29.07% (-$769.8K)
(cusip37954Y657)✕	98.4K	QoQ 0.00% (-0) YoY +11.30% (+10.0K)	All Managers (Combined)	$1.9M	QoQ -2.40% (-$46.3K) YoY +5.12% (+$91.3K)
(cusip72201R874)✕	37.4K	QoQ +22.35% (+6.8K) YoY +22.01% (+6.7K)	All Managers (Combined)	$1.9M	QoQ +22.80% (+$347.2K) YoY +22.31% (+$341.1K)
(cusip46429B267)✕	78.0K	QoQ +14.09% (+9.6K) YoY +32.25% (+19.0K)	All Managers (Combined)	$1.8M	QoQ +14.12% (+$221.8K) YoY +33.50% (+$449.8K)
(cusip33734X150)✕	25.7K	QoQ +4.87% (-1.2K) YoY -29.24% (-10.6K)	All Managers (Combined)	$1.8M	QoQ -2.37% (-$43.5K) YoY -32.46% (-$859.4K)
NETFLIX INC(NFLXcusip64110L106)	1.9K	QoQ +3.85% (+71) YoY +54.02% (+671)	All Managers (Combined)	$1.8M	QoQ +8.68% (+$142.6K) YoY +136.56% (+$1.0M)
(IWDcusip464287598)	9.4K	QoQ +112.94% (+5.0K) YoY +106.24% (+4.9K)	All Managers (Combined)	$1.8M	QoQ +116.46% (+$955.7K) YoY +116.69% (+$956.6K)
BROWN & BROWN, INC.(BROcusip115236101)	14.2K	QoQ +16.60% (+2.0K) YoY +20.43% (+2.4K)	All Managers (Combined)	$1.8M	QoQ +42.18% (+$525.4K) YoY +71.14% (+$736.1K)
Blackstone Secured Lending Fund(BXSLcusip09261X102)	54.4K	QoQ -0.44% (-242) YoY +370.64% (+42.8K)	All Managers (Combined)	$1.8M	QoQ -0.28% (-$5.1K) YoY +388.92% (+$1.4M)
(cusip464287721)✕	12.4K	QoQ -0.73% (-92) YoY +27.24% (+2.7K)	All Managers (Combined)	$1.7M	QoQ -12.60% (-$251.6K) YoY +32.31% (+$425.9K)
(cusip33734X135)✕	32.8K	QoQ +15.89% (+4.5K) YoY NEW(+32.8K)	All Managers (Combined)	$1.7M	QoQ +13.47% (+$206.2K) YoY NEW(+$1.7M)
(cusip33734X101)✕	29.7K	QoQ +3.15% (-909) YoY -26.72% (-10.8K)	All Managers (Combined)	$1.7M	QoQ -7.60% (-$141.5K) YoY -34.27% (-$896.9K)
DANAHER CORP /DE/(DHRcusip235851102)	8.2K	QoQ -4.21% (-362) YoY +8.53% (-646)	All Managers (Combined)	$1.7M	QoQ -14.46% (-$284.9K) YoY -10.90% (-$206.1K)
(cusip14020Y102)✕	73.2K	QoQ +31.22% (+17.4K) YoY NEW(+73.2K)	All Managers (Combined)	$1.6M	QoQ +32.69% (+$405.1K) YoY NEW(+$1.6M)
(cusip33733E302)✕	7.3K	QoQ -14.12% (-1.2K) YoY NEW(+7.3K)	All Managers (Combined)	$1.6M	QoQ -21.54% (-$444.8K) YoY NEW(+$1.6M)