Cyndeo Wealth Partners, LLC
479 holdingsFiling period: 2026-03-31Current AUM: $2.08Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 192.6K | $71.3M | $89.5M | 4.30% | +22.0K | 2026-03-31 |
| 2 | AAPL | APPLE INC | 225.8K | $57.3M | $69.8M | 3.35% | +16.1K | 2026-03-31 |
| 3 | NVDA | NVIDIA CORPORATION | 315.1K | $55.0M | $63.3M | 3.04% | +25.2K | 2026-03-31 |
| 4 | AVGO | BROADCOM INC | 170.0K | $52.6M | $66.2M | 3.18% | -11,980 | 2026-03-31 |
| 5 | AMZN | AMAZON COM INC | 195.2K | $40.7M | $53.0M | 2.55% | -13,174 | 2026-03-31 |
| 6 | FTGC | FIRST TR EXCHANGE TRAD FD VI | 1.13M | $32.5M | $32.8M | 1.58% | +187.8K | 2026-03-31 |
| 7 | ABBV | ABBVIE INC | 136.9K | $29.8M | $34.4M | 1.65% | +5.0K | 2026-03-31 |
| 8 | FBND | FIDELITY MERRIMACK STR TR | 645.3K | $29.4M | $28.9M | 1.39% | +94.4K | 2026-03-31 |
| 9 | GOOGL | ALPHABET INC | 101.3K | $29.1M | $36.1M | 1.74% | -836 | 2026-03-31 |
| 10 | XOM | EXXON MOBIL CORP | 151.8K | $25.8M | $23.6M | 1.13% | +72.6K | 2026-03-31 |
| 11 | XOM | EXXON MOBIL CORP | 151.8K | $25.8M | $23.6M | 1.13% | +72.6K | 2026-03-31 |
| 12 | VB | VANGUARD INDEX FDS | 97.0K | $25.4M | $28.6M | 1.38% | +4.3K | 2026-03-31 |
| 13 | FTCB | FIRST TR EXCHANGE-TRADED FD | 1.20M | $25.3M | $24.7M | 1.19% | +225.8K | 2026-03-31 |
| 14 | JPM | JPMORGAN CHASE & CO. | 77.5K | $22.8M | $27.3M | 1.31% | -18,485 | 2026-03-31 |
| 15 | IAU | ISHARES GOLD TR | 247.8K | $21.8M | $18.9M | 0.91% | -17,835 | 2026-03-31 |
| 16 | UCON | FIRST TR EXCHNG TRADED FD VI | 839.9K | $20.8M | $20.6M | 0.99% | +66.2K | 2026-03-31 |
| 17 | IGIB | ISHARES TR | 385.1K | $20.5M | $20.1M | 0.97% | +27.0K | 2026-03-31 |
| 18 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 60.3K | $20.4M | $24.4M | 1.17% | -16,401 | 2026-03-31 |
| 19 | YLD | PRINCIPAL EXCHANGE TRADED FD | 1.07M | $20.3M | $20.3M | 0.98% | +98.9K | 2026-03-31 |
| 20 | GSY | INVESCO ACTIVELY MANAGED EXC | 403.4K | $20.2M | $20.2M | 0.97% | +37.7K | 2026-03-31 |
| 21 | FTSL | FIRST TR EXCHANGE-TRADED FD | 447.8K | $20.1M | $20.1M | 0.97% | +43.9K | 2026-03-31 |
| 22 | PHYS | SPROTT PHYSICAL GOLD TR | 563.1K | $20.0M | $17.2M | 0.83% | -133,333 | 2026-03-31 |
| 23 | JNJ | JOHNSON & JOHNSON | 81.3K | $19.9M | $20.9M | 1.00% | -48,688 | 2026-03-31 |
| 24 | META | META PLATFORMS INC | 33.3K | $19.0M | $18.5M | 0.89% | +1.5K | 2026-03-31 |
| 25 | TJX | TJX COS INC NEW | 112.7K | $18.0M | $17.7M | 0.85% | +12.2K | 2026-03-31 |
← Scroll →
Page 1 of 20