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Cyndeo Wealth Partners, LLC 13F holdings

Filed 2026-07-21 · Cyndeo Wealth Partners, LLC · 517 positions · $2.1B

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TickerCompanySharesValue% of portfolio
MSFTMICROSOFT CORP192.4K$71.8M3.4%
AAPLAPPLE INC233.4K$67.5M3.2%
AVGOBROADCOM INC170.7K$64.5M3.0%
NVDANVIDIA CORPORATION317.0K$63.4M3.0%
AMZNAMAZON COM INC199.5K$47.6M2.2%
ABBVABBVIE INC137.2K$34.5M1.6%
GOOGLALPHABET INC94.5K$33.8M1.6%
FTGCFIRST TR EXCHANGE TRAD FD VI1.2M$31.3M1.5%
VBVANGUARD INDEX FDS102.5K$31.1M1.5%
FBNDFIDELITY MERRIMACK STR TR662.8K$30.2M1.4%
TSMTAIWAN SEMICONDUCTOR MFG LTD62.2K$29.7M1.4%
FTCBFIRST TR EXCHANGE-TRADED FD1.2M$25.8M1.2%
JPMJPMORGAN CHASE & CO.77.5K$25.4M1.2%
UCONFIRST TR EXCHNG TRADED FD VI872.9K$21.7M1.0%
LLYELI LILLY & CO17.9K$21.5M1.0%
IGIBISHARES TR400.1K$21.3M1.0%
YLDPRINCIPAL EXCHANGE TRADED FD1.1M$21.2M1.0%
GSYINVESCO ACTIVELY MANAGED EXC419.1K$21.0M1.0%
FTSLFIRST TR EXCHANGE-TRADED FD469.3K$21.0M1.0%
XOMEXXON MOBIL CORP153.0K$20.9M1.0%
VUGVANGUARD INDEX FDS234.3K$20.2M1.0%
JNJJOHNSON & JOHNSON78.3K$19.9M0.9%
IVVISHARES TR25.9K$19.4M0.9%
IAUISHARES GOLD TR247.1K$18.7M0.9%
METAMETA PLATFORMS INC32.4K$18.2M0.9%
PHYSSPROTT PHYSICAL GOLD TR583.1K$17.6M0.8%
ORCLORACLE CORP117.7K$17.2M0.8%
TJXTJX COS INC NEW113.8K$17.2M0.8%
CSCOCISCO SYS INC142.1K$16.7M0.8%
HDHOME DEPOT INC46.6K$16.4M0.8%
SPYSPDR S&P 500 ETF TR20.8K$15.6M0.7%
PDIPIMCO DYNAMIC INCOME FD927.5K$15.5M0.7%
ADIANALOG DEVICES INC38.9K$15.4M0.7%
JFRNUVEEN FLOATING RATE INCOME2.0M$15.3M0.7%
LINLINDE PLC29.3K$15.2M0.7%
MSMORGAN STANLEY70.8K$14.8M0.7%
ABTABBOTT LABS162.9K$14.8M0.7%
MOALTRIA GROUP INC199.2K$14.3M0.7%
MRKMERCK & CO INC108.4K$13.9M0.7%
TXNTEXAS INSTRS INC46.1K$13.7M0.6%
URAGLOBAL X FDS300.9K$13.1M0.6%
PFEPFIZER INC536.7K$12.9M0.6%
GOOGALPHABET INC36.2K$12.8M0.6%
VTIVANGUARD INDEX FDS34.1K$12.6M0.6%
CBCHUBB LIMITED36.9K$12.6M0.6%
ARKBARK 21SHARES BITCOIN ETF637.9K$12.4M0.6%
NEENEXTERA ENERGY INC135.9K$11.9M0.6%
AEPAMERICAN ELEC PWR CO INC86.1K$11.8M0.6%
METMETLIFE INC138.7K$11.7M0.6%
RTXRTX CORPORATION61.4K$11.6M0.5%
CVXCHEVRON CORP NEW69.9K$11.6M0.5%
BITBLACKROCK MULTI SECTOR INC T915.1K$11.5M0.5%
ETNEATON CORP PLC26.8K$11.4M0.5%
VTVVANGUARD INDEX FDS52.2K$11.4M0.5%
VVISA INC32.8K$11.3M0.5%
DTEDTE ENERGY CO73.4K$11.2M0.5%
VZVERIZON COMMUNICATIONS INC263.9K$11.2M0.5%
DUKDUKE ENERGY CORP NEW86.7K$11.0M0.5%
CATCATERPILLAR INC10.3K$11.0M0.5%
PSLVSPROTT PHYSICAL SILVER TR576.7K$10.9M0.5%
Top Fund Holdings
13F
Top Fund Holdings

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