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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 6 of 8  ·  151 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CMI CUMMINS INC Industrials 1,045.0 $534K 0.03% -26.0 -2.4% $510.69 +32.7%
102 RDVY FIRST TR EXCHANGE-TRADED FD 7,673.0 $533K 0.03% -329.0 -4.1% $69.47 +6.2%
103 FV FIRST TR EXCHANGE-TRADED FD 7,968.0 $501K 0.03% -271.0 -3.3% $62.92 +10.7%
104 JAAA JANUS DETROIT STR TR 9,529.0 $482K 0.03% -397.0 -4.0% $50.58 +0.1%
105 SCHV SCHWAB STRATEGIC TR 16,079.0 $476K 0.03% -1K -7.5% $29.61 +10.2%
106 CDNS CADENCE DESIGN SYSTEM INC Technology 1,514.0 $473K 0.03% -800.0 -34.6% $312.58 +10.7%
107 KMB KIMBERLY-CLARK CORP COM Consumer Defensive 4,499.0 $454K 0.02% -386.0 -7.9% $100.88 -4.9%
108 FQAL FIDELITY COVINGTON TRUST 5,757.0 $435K 0.02% -190.0 -3.2% $75.59 +5.3%
109 PSX PHILLIPS 66 Energy 3,363.0 $434K 0.02% -34.0 -1.0% $129.05 +36.5%
110 MET METLIFE INC Financial Services 5,481.0 $433K 0.02% -567.0 -9.4% $78.94 +1.1%
111 ARKK ARK ETF TR 5,536.0 $426K 0.02% -77.0 -1.4% $76.92 -3.1%
112 SIL GLOBAL X FDS 5,014.0 $419K 0.02% -2K -23.4% $83.52 +8.5%
113 MSTR MICROSTRATEGY INC Technology 2,742.0 $417K 0.02% -1K -32.2% $151.96 +16.8%
114 EIS ISHARES INC 3,758.0 $414K 0.02% -81.0 -2.1% $110.04 +17.5%
115 JBBB JANUS DETROIT STR TR 8,098.0 $386K 0.02% -5K -38.6% $47.70 -0.7%
116 VRT VERTIV HOLDINGS CO Industrials 2,295.0 $372K 0.02% -534.0 -18.9% $162.04 +128.9%
117 FVAL FIDELITY COVINGTON TRUST 5,141.0 $372K 0.02% -91.0 -1.7% $72.27 +7.4%
118 SRE SEMPRA Utilities 4,034.0 $356K 0.02% -90.0 -2.2% $88.29 +2.4%
119 GD GENERAL DYNAMICS CORP Industrials 1,028.0 $346K 0.02% -23.0 -2.2% $336.52 -0.6%
120 XLF SELECT SECTOR SPDR TR 6,228.0 $341K 0.02% -130.0 -2.0% $54.77 -5.5%
Page 6 of 8  ·  151 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%