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Portfolio (Quarterly) Guide ↗

Cyndeo Wealth Partners, LLC

· CIK 0001950947
13F Portfolio $2.1B AUM 517 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 90 New 246 Added 138 Reduced 50 Exited
Page 2 of 13  ·  246 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HD HOME DEPOT INC Consumer Cyclical 46,632.0 $16.4M 0.78% +666.0 +1.4% $352.68 -4.2%
22 PDI PIMCO DYNAMIC INCOME FD Financial Services 927,452.0 $15.5M 0.73% +456K +96.5% $16.70 -7.6%
23 ADI ANALOG DEVICES INC Technology 38,880.0 $15.4M 0.73% +274.0 +0.7% $397.17 -1.7%
24 JFR NUVEEN FLOATING RATE INCOME Financial Services 1,999,420.0 $15.3M 0.72% +469K +30.7% $7.67 -0.4%
25 LIN LINDE PLC Basic Materials 29,288.0 $15.2M 0.72% +13K +74.8% $518.93 -8.6%
26 ABT ABBOTT LABS Healthcare 162,929.0 $14.8M 0.70% +3K +1.8% $90.74 +21.6%
27 MO ALTRIA GROUP INC Consumer Defensive 199,235.0 $14.3M 0.68% +3K +1.7% $71.95 -11.1%
28 TXN TEXAS INSTRS INC Technology 46,127.0 $13.7M 0.65% +15K +49.2% $298.07 -5.1%
29 PFE PFIZER INC Healthcare 536,714.0 $12.9M 0.61% +436K +430.5% $24.08 +11.6%
30 GOOG ALPHABET INC Communication Services 36,205.0 $12.8M 0.60% +698.0 +2.0% $353.33 -3.4%
31 VTI VANGUARD INDEX FDS 34,067.0 $12.6M 0.59% +766.0 +2.3% $370.04 +3.3%
32 CB CHUBB LIMITED Financial Services 36,922.0 $12.6M 0.59% +12K +47.5% $340.74 +0.0%
33 ARKB ARK 21SHARES BITCOIN ETF Financial Services 637,922.0 $12.4M 0.58% +224K +54.2% $19.46 +9.5%
34 NEE NEXTERA ENERGY INC Utilities 135,898.0 $11.9M 0.56% +14K +11.8% $87.77 -1.8%
35 AEP AMERICAN ELEC PWR CO INC Utilities 86,134.0 $11.8M 0.56% +22K +34.9% $136.81 -7.5%
36 MET METLIFE INC Financial Services 138,721.0 $11.7M 0.55% +133K +2430.9% $84.61 +14.3%
37 RTX RTX CORPORATION Industrials 61,396.0 $11.6M 0.55% +2K +3.6% $189.73 +16.8%
38 CVX CHEVRON CORP NEW Energy 69,911.0 $11.6M 0.55% +56K +390.9% $165.76 +22.3%
39 BIT BLACKROCK MULTI SECTOR INC T Financial Services 915,131.0 $11.5M 0.54% +78K +9.3% $12.52 -3.3%
40 ETN EATON CORP PLC Industrials 26,848.0 $11.4M 0.54% +19K +232.2% $426.11 +6.9%
Page 2 of 13  ·  246 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 31.5%
Financial Services 21.6%
Healthcare 10.6%
Consumer Cyclical 7.7%
Communication Services 6.3%
Industrials 6.2%
Consumer Defensive 5.7%
Utilities 4.0%
Energy 3.2%
Real Estate 1.8%