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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 19 of 24  ·  477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 TLT ISHARES TR 4,517.0 $394K 0.02% +1K +29.4% $87.16 -4.8%
362 QQQX NUVEEN NASDAQ 100 DYNAMIC OV Financial Services 13,782.0 $393K 0.02% $28.52 +4.6%
363 EGP EASTGROUP PPTYS INC Real Estate 2,188.0 $390K 0.02% $178.13 +12.5%
364 O REALTY INCOME CORP Real Estate 6,892.0 $388K 0.02% $56.37 +9.2%
365 PAYX PAYCHEX INC Industrials 3,451.0 $387K 0.02% +110.0 +3.3% $112.18 -15.4%
366 JBBB JANUS DETROIT STR TR 8,098.0 $386K 0.02% -5K -38.6% $47.70 -0.9%
367 SPEM SPDR INDEX SHS FDS 8,195.0 $384K 0.02% $46.81 +7.7%
368 MPC MARATHON PETE CORP Energy 2,346.0 $381K 0.02% $162.61 +58.4%
369 FIRST TR EXCHANGE-TRADED FD 16,012.0 $378K 0.02% $23.62
370 REGL PROSHARES TR 4,416.0 $372K 0.02% $84.23 +3.4%
371 VRT VERTIV HOLDINGS CO Industrials 2,295.0 $372K 0.02% -534.0 -18.9% $162.04 +101.1%
372 FVAL FIDELITY COVINGTON TRUST 5,141.0 $372K 0.02% -91.0 -1.7% $72.27 +7.0%
373 DELL DELL TECHNOLOGIES INC Technology 2,862.0 $360K 0.02% $125.88 +86.3%
374 DAL DELTA AIR LINES INC DEL Industrials 5,191.0 $360K 0.02% $69.39 -1.9%
375 SRE SEMPRA Utilities 4,034.0 $356K 0.02% -90.0 -2.2% $88.29 +1.9%
376 VMI VALMONT INDS INC Industrials 885.0 $356K 0.02% $402.32 +22.8%
377 CELH CELSIUS HLDGS INC Consumer Defensive 7,743.0 $354K 0.02% $45.74 -35.3%
378 FDEM FIDELITY COVINGTON TRUST 11,468.0 $354K 0.02% NEW $30.88 +13.7%
379 GD GENERAL DYNAMICS CORP Industrials 1,028.0 $346K 0.02% -23.0 -2.2% $336.52 +1.4%
380 NOW SERVICENOW INC Technology 2,235.0 $342K 0.02% +2K +412.6% $153.19 -29.7%
Page 19 of 24  ·  477 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%