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Portfolio (Quarterly) Guide ↗

Cyndeo Wealth Partners, LLC

· CIK 0001950947
13F Portfolio $1.9B AUM 477 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 34 New 177 Added 151 Reduced 31 Exited
Page 2 of 9  ·  177 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MS MORGAN STANLEY Financial Services 93,569.0 $16.6M 0.90% +736.0 +0.8% $177.53 +8.4%
22 IVV ISHARES TR 24,139.0 $16.5M 0.89% +360.0 +1.5% $684.94 +8.3%
23 LLY ELI LILLY & CO Healthcare 14,939.0 $16.1M 0.87% +1K +7.2% $1074.71 -6.3%
24 TJX TJX COS INC NEW Consumer Cyclical 100,578.0 $15.4M 0.83% +3K +2.8% $153.61 -4.0%
25 SPY SPDR S&P 500 ETF TR Financial Services 22,025.0 $15.0M 0.81% +1K +5.0% $681.92 +8.3%
26 AXP AMERICAN EXPRESS CO Financial Services 35,700.0 $13.2M 0.71% +758.0 +2.2% $369.95 -15.6%
27 MRK MERCK & CO INC Healthcare 123,083.0 $13.0M 0.70% +3K +2.2% $105.26 +5.8%
28 ARKB ARK 21SHARES BITCOIN ETF Financial Services 413,772.0 $12.0M 0.65% +17K +4.4% $29.04 -12.3%
29 MO ALTRIA GROUP INC Consumer Defensive 195,930.0 $11.3M 0.61% +8K +4.3% $57.66 +26.8%
30 GOOG ALPHABET INC Communication Services 35,507.0 $11.1M 0.60% +346.0 +1.0% $313.80 +25.3%
31 BIT BLACKROCK MULTI SECTOR INC T Financial Services 837,581.0 $10.9M 0.59% +15K +1.9% $13.06 -5.9%
32 RTX RTX CORPORATION Industrials 59,269.0 $10.9M 0.59% +1K +2.6% $183.40 -6.7%
33 V VISA INC Financial Services 30,366.0 $10.6M 0.57% +427.0 +1.4% $350.71 -7.1%
34 TSLA TESLA INC Consumer Cyclical 23,487.0 $10.6M 0.57% +296.0 +1.3% $449.72 -6.1%
35 ADI ANALOG DEVICES INC Technology 38,606.0 $10.5M 0.56% +4K +10.4% $271.20 +54.3%
36 VZ VERIZON COMMUNICATIONS INC Communication Services 249,552.0 $10.2M 0.55% +9K +3.8% $40.73 +13.8%
37 ORI OLD REP INTL CORP Financial Services 220,721.0 $10.1M 0.54% +6K +3.0% $45.64 -13.8%
38 LNC LINCOLN NATL CORP IND Financial Services 224,376.0 $10.0M 0.54% +8K +3.5% $44.53 -22.8%
39 UGI UGI CORP NEW Utilities 262,542.0 $9.8M 0.53% +9K +3.6% $37.43 -9.2%
40 NEE NEXTERA ENERGY INC Utilities 121,581.0 $9.8M 0.53% +3K +2.2% $80.28 +16.3%
Page 2 of 9  ·  177 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.6%
Financial Services 24.2%
Healthcare 11.8%
Consumer Cyclical 8.9%
Communication Services 6.3%
Industrials 6.0%
Consumer Defensive 4.5%
Energy 3.6%
Utilities 3.4%
Real Estate 1.7%