Portfolio (Quarterly)
Guide ↗
Cyndeo Wealth Partners, LLC
· CIK 0001950947| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | IEV | ISHARES TR | — | 3,521 | $231K | 0.01% | SOLD |
| 22 | EOG | EOG RES INC | Energy | 2,036 | $228K | 0.01% | SOLD |
| 23 | — | CRH PLC | — | 1,882 | $226K | 0.01% | SOLD |
| 24 | OKLO | OKLO INC | Utilities | 2,000 | $223K | 0.01% | SOLD |
| 25 | BLDR | BUILDERS FIRSTSOURCE INC | Industrials | 1,810 | $219K | 0.01% | SOLD |
| 26 | IBKR | INTERACTIVE BROKERS GROUP IN | Financial Services | 3,162 | $218K | 0.01% | SOLD |
| 27 | FNF | FIDELITY NATIONAL FINANCIAL | Financial Services | 3,565 | $216K | 0.01% | SOLD |
| 28 | WYNN | WYNN RESORTS LTD | Consumer Cyclical | 1,582 | $203K | 0.01% | SOLD |
| 29 | IVW | ISHARES TR | — | 1,675 | $202K | 0.01% | SOLD |
| 30 | — | THERATECHNOLOGIES INC | — | 47,498 | $152K | 0.01% | SOLD |
| 31 | RXRX | RECURSION PHARMACEUTICALS IN | Healthcare | 15,165 | $74K | 0.00% | SOLD |
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%