13FBOX
Cyndeo Wealth Partners, LLC · 13F Holdings
Options Calculator Rankings

Cyndeo Wealth Partners, LLC

No.1671 Data as of 2026Q2
Latest AUM (Q2 2026)
$2.14B
QoQ Change Q1 2026
+$238.6M+12.5%
Holdings
517
New Buys
54
Adds
267
Reduces
151
Exits
15
Unchanged
45
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
MICROSOFT CORPMSFT
3.35%3.75%$71.8M192,374$71.3M192,584-210-0.11%Reduce
APPLE INCAAPL
3.16%3.01%$67.5M233,368$57.3M225,818+7,550+3.34%Add
BROADCOM INCAVGO
3.01%2.77%$64.5M170,727$52.6M169,994+733+0.43%Add
NVIDIA CORPORATIONNVDA
2.97%2.89%$63.4M317,047$55.0M315,115+1,932+0.61%Add
AMAZON COM INCAMZN
2.22%2.14%$47.6M199,523$40.7M195,236+4,287+2.20%Add
ABBVIE INCABBV
1.61%1.57%$34.5M137,211$29.8M136,906+305+0.22%Add
ALPHABET INCGOOGL
1.58%1.53%$33.8M94,514$29.1M101,322-6,808-6.72%Reduce
FFIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUNDFTGC
1.46%1.71%$31.3M1.2M$32.5M1.1M+24,786+2.19%Add
VVANGUARD INDEX FDSVB
1.45%1.34%$31.1M102,541$25.4M96,958+5,583+5.76%Add
FFIDELITY MERRIMACK STR TRFBND
1.41%1.55%$30.2M662,811$29.4M645,311+17,500+2.71%Add
TAIWAN SEMICONDUCTOR MANUFACTSM
1.39%1.07%$29.7M62,222$20.4M60,250+1,972+3.27%Add
FFIRST TR EXCHANGE-TRADED FDFTCB
1.21%1.33%$25.8M1.2M$25.3M1.2M+34,249+2.84%Add
JPMORGAN CHASE & COJPM
1.19%1.2%$25.4M77,465$22.8M77,504-39-0.05%Reduce
FFIRST TR EXCHNG TRADED FD VIUCON
1.02%1.09%$21.7M872,866$20.8M839,917+32,949+3.92%Add
ELI LILLY & COLLY
1.01%0.87%$21.5M17,927$16.5M17,968-41-0.23%Reduce
IISHARES TRIGIB
0.99%1.08%$21.3M400,135$20.5M385,063+15,072+3.91%Add
PPRINCIPAL ACTIVE HIGH YIELD ETFYLD
0.99%1.07%$21.2M1.1M$20.3M1.1M+41,774+3.90%Add
IINVESCO ACTIVELY MANAGED EXCGSY
0.98%1.06%$21.0M419,129$20.2M403,445+15,684+3.89%Add
FFIRST TRUST SENIOR LOAN FUNDFTSL
0.98%1.06%$21.0M469,326$20.1M447,814+21,512+4.80%Add
EXXON MOBIL CORPXOM
0.98%1.36%$20.9M153,038$25.8M151,849+1,189+0.78%Add
VVANGUARD INDEX FDSVUG
0.94%0.89%$20.2M234,304$16.8M38,530+195,774+508.11%Add
JOHNSON & JOHNSONJNJ
0.93%1.05%$19.9M78,287$19.9M81,343-3,056-3.76%Reduce
IISHARES TRIVV
0.91%0.84%$19.4M25,907$16.1M24,577+1,330+5.41%Add
IISHARES GOLD TRIAU
0.87%1.15%$18.7M247,086$21.8M247,820-734-0.30%Reduce
META PLATFORMS INCMETA
0.85%1%$18.2M32,366$19.0M33,285-919-2.76%Reduce
SSPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TRPHYS
0.82%1.05%$17.6M583,054$20.0M563,098+19,956+3.54%Add
ORACLE CORPORCL
0.81%0.89%$17.2M117,650$16.8M114,376+3,274+2.86%Add
TJX COS INC NEWTJX
0.81%0.95%$17.2M113,765$18.0M112,739+1,026+0.91%Add
ARCHER DANIELS MIDLAND CO COMADM
0.8%0.01%$17.2M225,333$249,206225,33300.00%Unchanged
CISCO SYS INCCSCO
0.78%0.55%$16.7M142,072$10.4M133,827+8,245+6.16%Add
HOME DEPOT INCHD
0.77%0.79%$16.4M46,632$15.0M45,623+1,009+2.21%Add
SSTATE STR SPDR S&P 500 ETF TSPY
0.73%0.73%$15.6M20,827$13.9M21,433-606-2.83%Reduce
PIMCO DYNAMIC INCOMEPDI
0.72%0.56%$15.5M927,452$10.6M619,822+307,630+49.63%Add
ANALOG DEVICES INC COMADI
0.72%0.63%$15.4M38,880$11.9M37,484+1,396+3.72%Add
NUVEEN FLOATING RATE INCOME FD COMJFR
0.72%0.71%$15.3M2.0M$13.5M1.8M+204,050+11.37%Add
LINDE PLCLIN
0.71%0.59%$15.2M29,288$11.2M22,628+6,660+29.43%Add
MORGAN STANLEYMS
0.69%0.58%$14.8M70,839$11.0M66,832+4,007+6.00%Add
ABBOTT LABORATORIESABT
0.69%0.88%$14.8M162,929$16.7M162,950-21-0.01%Reduce
ALTRIA GROUP INCMO
0.67%0.68%$14.3M199,235$13.0M196,319+2,916+1.49%Add
MERCK & CO INCMRK
0.65%0.66%$13.9M108,426$12.6M104,497+3,929+3.76%Add
TEXAS INSTRS INCTXN
0.64%0.48%$13.7M46,127$9.1M46,730-603-1.29%Reduce
GGLOBAL X URANIUM ETFURA
0.61%0.74%$13.1M300,907$14.0M289,364+11,543+3.99%Add
PFIZER INCPFE
0.6%0.76%$12.9M536,714$14.5M516,751+19,963+3.86%Add
AAlphabet Inc Class CGOOG
0.6%0.54%$12.8M36,205$10.4M36,081+124+0.34%Add
GGENERAL DYNAMICS CORPVTI
0.59%0.56%$12.6M34,067$10.6M33,190+877+2.64%Add
CHUBB LIMITEDCB
0.59%0.5%$12.6M36,922$9.4M28,958+7,964+27.50%Add
AARK 21SHARES BITCOIN ETFARKB
0.58%0.72%$12.4M637,922$13.6M605,946+31,976+5.28%Add
NNEXTERA ENERGY INCNEE
0.56%0.65%$11.9M135,898$12.4M133,849+2,049+1.53%Add
AMERICAN ELEC PWR CO INCAEP
0.55%0.57%$11.8M86,134$10.9M82,863+3,271+3.95%Add
METLIFE INC COMMET
0.55%0.49%$11.7M138,721$9.4M132,703+6,018+4.53%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow