Cyndeo Wealth Partners, Llc Portfolio Stock Holdings
Cyndeo Wealth Partners, Llc disclosed 478 stock positions valued at approximately $1.9 billion in its latest SEC 13F filing. The largest holdings include MICROSOFT CORP, APPLE INC, and NVIDIA CORPORATION. The filing reflects positions held as of March 31, 2026 and was filed on April 13, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 478
- Portfolio Value
- $1.9B
Holdings by Sector
Cyndeo Wealth Partners, Llc Portfolio Holdings in Q1 2026
458 holdings in the latest reporting period.
Page 1 of 5
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | MSFT | Technology | 3.75% | 192,584 | +22,031 | +12.92% | $71,288,937 |
| APPLE INC | AAPL | Technology | 3.01% | 225,818 | +16,122 | +7.69% | $57,310,428 |
| NVIDIA CORPORATION | NVDA | Technology | 2.89% | 315,115 | +25,207 | +8.69% | $54,956,122 |
| BROADCOM INC | AVGO | Technology | 2.77% | 169,994 | -11,980 | -6.58% | $52,614,974 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.14% | 195,236 | -13,174 | -6.32% | $40,661,847 |
| FIRST TR EXCHANGE TRAD FD VI | FTGC | Other | 1.71% | 1,132,749 | +187,780 | +19.87% | $32,521,235 |
| ABBVIE INC | ABBV | Healthcare | 1.57% | 136,906 | +5,016 | +3.80% | $29,775,709 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 1.55% | 645,311 | +94,400 | +17.14% | $29,439,080 |
| ALPHABET INC | GOOGL | Communication Services | 1.53% | 101,322 | -836 | -0.82% | $29,136,132 |
| EXXON MOBIL CORP | XOM | Energy | 1.36% | 151,849 | +72,594 | +91.60% | $25,762,772 |
| VANGUARD INDEX FDS | VB | Other | 1.34% | 96,958 | +4,338 | +4.68% | $25,395,351 |
| JPMORGAN CHASE & CO. | JPM | Financial Services | 1.20% | 77,504 | -18,485 | -19.26% | $22,798,572 |
| ISHARES GOLD TR | IAU | Other | 1.15% | 247,820 | -17,835 | -6.71% | $21,847,811 |
| FIRST TR EXCHNG TRADED FD VI | UCON | Other | 1.09% | 839,917 | +66,244 | +8.56% | $20,804,746 |
| ISHARES TR | IGIB | Other | 1.08% | 385,063 | +27,011 | +7.54% | $20,493,042 |
| TAIWAN SEMICONDUCTOR MFG LTD | TSM | Technology | 1.07% | 60,250 | -16,401 | -21.40% | $20,361,327 |
| PRINCIPAL EXCHANGE TRADED FD | YLD | Other | 1.07% | 1,070,783 | +98,935 | +10.18% | $20,302,053 |
| INVESCO ACTIVELY MANAGED EXC | GSY | Other | 1.06% | 403,445 | +37,734 | +10.32% | $20,220,652 |
| FIRST TR EXCHANGE-TRADED FD | FTSL | Other | 1.06% | 447,814 | +43,908 | +10.87% | $20,062,084 |
| SPROTT PHYSICAL GOLD TR | PHYS | Other | 1.05% | 563,098 | -133,333 | -19.15% | $19,956,209 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.05% | 81,343 | -48,688 | -37.44% | $19,883,545 |
| META PLATFORMS INC | META | Communication Services | 1.00% | 33,285 | +1,495 | +4.70% | $19,043,277 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.95% | 112,739 | +12,161 | +12.09% | $18,004,448 |
| VANGUARD INDEX FDS | VUG | Other | 0.89% | 38,530 | +1,004 | +2.68% | $16,829,411 |
| ORACLE CORP | ORCL | Technology | 0.89% | 114,376 | +12,582 | +12.36% | $16,825,782 |
| ABBOTT LABS | ABT | Healthcare | 0.88% | 162,950 | +2,889 | +1.80% | $16,730,060 |
| ELI LILLY & CO | LLY | Healthcare | 0.87% | 17,968 | +3,029 | +20.28% | $16,526,254 |
| ISHARES TR | IVV | Other | 0.84% | 24,577 | +438 | +1.81% | $16,054,203 |
| RTX CORPORATION | RTX | Industrials | 0.80% | 78,940 | +19,671 | +33.19% | $15,227,501 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.79% | 45,623 | -343 | -0.75% | $15,005,089 |
| PFIZER INC | PFE | Healthcare | 0.76% | 516,751 | +415,587 | +410.81% | $14,510,355 |
| CHEVRON CORP NEW | CVX | Energy | 0.74% | 67,900 | +53,658 | +376.76% | $14,048,579 |
| GLOBAL X FDS | URA | Other | 0.74% | 289,364 | -123,796 | -29.96% | $14,013,918 |
| SPDR S&P 500 ETF TR | SPY | Other | 0.73% | 21,433 | -592 | -2.69% | $13,938,631 |
| ARK 21SHARES BITCOIN ETF | ARKB | Other | 0.72% | 605,946 | +192,174 | +46.44% | $13,627,731 |
| NUVEEN FLOATING RATE INCOME | JFR | Financial Services | 0.71% | 1,795,370 | +265,100 | +17.32% | $13,501,182 |
| SPROTT PHYSICAL SILVER TR | PSLV | Other | 0.70% | 545,035 | -511,692 | -48.42% | $13,293,404 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.68% | 196,319 | +389 | +0.20% | $12,955,123 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.67% | 254,564 | +5,012 | +2.01% | $12,779,092 |
| MERCK & CO INC | MRK | Healthcare | 0.66% | 104,497 | -18,586 | -15.10% | $12,569,896 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.65% | 133,849 | +12,268 | +10.09% | $12,431,906 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.64% | 83,474 | -872 | -1.03% | $12,210,542 |
| ANALOG DEVICES INC | ADI | Technology | 0.63% | 37,484 | -1,122 | -2.91% | $11,925,226 |
| AT&T INC | T | Communication Services | 0.59% | 388,887 | +355,583 | +1067.69% | $11,273,826 |
| LINDE PLC | LIN | Other | 0.59% | 22,628 | +5,871 | +35.04% | $11,218,070 |
| BLACKROCK MULTI SECTOR INC T | BIT | Financial Services | 0.58% | 879,881 | +42,300 | +5.05% | $11,016,110 |
| MORGAN STANLEY | MS | Financial Services | 0.58% | 66,832 | -26,737 | -28.57% | $10,998,468 |
| DUKE ENERGY CORP NEW | DUK | Utilities | 0.58% | 83,978 | +21,814 | +35.09% | $10,996,039 |
| KINDER MORGAN INC DEL | KMI | Energy | 0.57% | 324,483 | +13,885 | +4.47% | $10,879,920 |
| AMERICAN ELEC PWR CO INC | AEP | Utilities | 0.57% | 82,863 | +18,988 | +29.73% | $10,861,739 |
| ONEOK INC NEW | OKE | Energy | 0.56% | 118,738 | +108,448 | +1053.92% | $10,732,725 |
| BRISTOL-MYERS SQUIBB CO | BMY | Healthcare | 0.56% | 175,657 | +166,653 | +1850.88% | $10,653,600 |
| VANGUARD INDEX FDS | VTI | Other | 0.56% | 33,190 | -111 | -0.33% | $10,647,571 |
| PIMCO DYNAMIC INCOME FD | PDI | Financial Services | 0.56% | 619,822 | +147,900 | +31.34% | $10,605,154 |
| CISCO SYS INC | CSCO | Technology | 0.55% | 133,827 | +104,786 | +360.82% | $10,383,663 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.55% | 33,363 | +4,915 | +17.28% | $10,369,015 |
| ALPHABET INC | GOOG | Communication Services | 0.54% | 36,081 | +574 | +1.62% | $10,350,189 |
| DTE ENERGY CO | DTE | Utilities | 0.54% | 70,192 | +5,469 | +8.45% | $10,263,406 |
| VANGUARD INDEX FDS | VTV | Other | 0.54% | 52,265 | +1,797 | +3.56% | $10,254,460 |
| SPDR S&P MIDCAP 400 ETF TR | MDY | Other | 0.52% | 16,073 | -200 | -1.23% | $9,913,183 |
| PIMCO ETF TR | ZROZ | Other | 0.50% | 149,488 | +41,537 | +38.48% | $9,568,748 |
| CHUBB LIMITED | CB | Financial Services | 0.50% | 28,958 | +3,935 | +15.73% | $9,438,218 |
| EATON CORP PLC | ETN | Other | 0.49% | 26,291 | +18,208 | +225.26% | $9,403,401 |
| METLIFE INC | MET | Financial Services | 0.49% | 132,703 | +127,222 | +2321.15% | $9,384,752 |
| UGI CORP NEW | UGI | Utilities | 0.48% | 250,772 | -11,770 | -4.48% | $9,133,115 |
| VISA INC | V | Financial Services | 0.48% | 30,183 | -183 | -0.60% | $9,122,410 |
| UNION PAC CORP | UNP | Industrials | 0.48% | 37,594 | +1,873 | +5.24% | $9,120,999 |
| KRAFT HEINZ CO | KHC | Consumer Defensive | 0.48% | 404,653 | +404,653 | +100.00% | $9,100,641 |
| TEXAS INSTRS INC | TXN | Technology | 0.48% | 46,730 | +15,816 | +51.16% | $9,072,191 |
| REALTY INCOME CORP | O | Real Estate | 0.48% | 148,073 | +141,181 | +2048.48% | $9,059,106 |
| COCA COLA CO | KO | Consumer Defensive | 0.47% | 117,289 | -4,227 | -3.48% | $8,919,831 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.47% | 29,266 | -6,434 | -18.02% | $8,852,304 |
| PROLOGIS INC. | PLD | Real Estate | 0.46% | 65,934 | +7,154 | +12.17% | $8,715,218 |
| SMUCKER J M CO | SJM | Consumer Defensive | 0.46% | 90,011 | +14,217 | +18.76% | $8,680,689 |
| TESLA INC | TSLA | Consumer Cyclical | 0.46% | 23,297 | -190 | -0.81% | $8,660,579 |
| BLACKROCK INC | BLK | Other | 0.44% | 8,749 | +5,272 | +151.62% | $8,414,373 |
| CLOROX CO DEL | CLX | Consumer Defensive | 0.43% | 79,311 | +79,311 | +100.00% | $8,219,008 |
| GENERAL MLS INC | GIS | Consumer Defensive | 0.43% | 217,332 | +211,496 | +3623.99% | $8,089,109 |
| ISHARES TR | IWF | Other | 0.42% | 18,922 | -1,509 | -7.39% | $8,068,508 |
| WALMART INC | WMT | Consumer Defensive | 0.40% | 61,107 | +2,596 | +4.44% | $7,594,393 |
| CATERPILLAR INC | CAT | Industrials | 0.39% | 10,540 | -2,771 | -20.82% | $7,466,875 |
| VANECK ETF TRUST | MLN | Other | 0.39% | 423,684 | +78,222 | +22.64% | $7,389,041 |
| TRANE TECHNOLOGIES PLC | TT | Other | 0.35% | 16,076 | +450 | +2.88% | $6,699,611 |
| BLACKROCK ETF TRUST | DYNF | Other | 0.34% | 109,824 | +11,238 | +11.40% | $6,389,560 |
| J P MORGAN EXCHANGE TRADED F | JAVA | Other | 0.32% | 83,758 | +19,832 | +31.02% | $6,009,637 |
| FIDELITY COVINGTON TRUST | FBCG | Other | 0.31% | 117,556 | -4,067 | -3.34% | $5,891,907 |
| VANECK ETF TRUST | HYD | Other | 0.30% | 115,192 | +18,974 | +19.72% | $5,775,729 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.30% | 11,523 | +1,065 | +10.18% | $5,757,510 |
| ALPS ETF TR | AMLP | Other | 0.30% | 109,117 | +184 | +0.17% | $5,743,925 |
| BLACKROCK ETF TRUST II | BINC | Other | 0.29% | 107,027 | -4,502 | -4.04% | $5,557,920 |
| MARSH & MCLENNAN COS INC | MMC | Financial Services | 0.28% | 30,382 | +11,957 | +64.90% | $5,269,740 |
| SPDR GOLD TR | GLD | Other | 0.27% | 12,142 | -416 | -3.31% | $5,224,779 |
| ISHARES TR | GOVT | Other | 0.26% | 218,426 | +128,353 | +142.50% | $5,004,142 |
| TCW ETF TRUST | NETZ | Other | 0.26% | 50,975 | +1,081 | +2.17% | $4,983,622 |
| ISHARES TR | IBMP | Other | 0.26% | 194,124 | +56,794 | +41.36% | $4,938,507 |
| ISHARES TR | IBMO | Other | 0.26% | 189,709 | +43,398 | +29.66% | $4,862,254 |
| TRIMTABS ETF TR | TTAC | Other | 0.26% | 68,303 | -31,080 | -31.27% | $4,859,075 |
| DIMENSIONAL ETF TRUST | DCOR | Other | 0.25% | 67,154 | +2,295 | +3.54% | $4,840,460 |
| AUTOMATIC DATA PROCESSING IN | ADP | Technology | 0.25% | 23,248 | -4,379 | -15.85% | $4,723,563 |
| PARKER-HANNIFIN CORP | PH | Industrials | 0.24% | 5,117 | -1,492 | -22.58% | $4,580,542 |