Cyndeo Wealth Partners, LLC
519 holdingsFiling period: 2026-06-30Current AUM: $2.22Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 192.4K | $71.8M | $96.1M | 4.33% | -210 | 2026-06-30 |
| 2 | AAPL | APPLE INC | 233.4K | $67.5M | $74.7M | 3.36% | +7.5K | 2026-06-30 |
| 3 | AVGO | BROADCOM INC | 170.7K | $64.5M | $61.1M | 2.75% | +733 | 2026-06-30 |
| 4 | NVDA | NVIDIA CORPORATION | 317.0K | $63.4M | $73.0M | 3.29% | +1.9K | 2026-06-30 |
| 5 | AMZN | AMAZON COM INC | 199.5K | $47.6M | $51.6M | 2.32% | +4.3K | 2026-06-30 |
| 6 | ABBV | ABBVIE INC | 137.2K | $34.5M | $35.2M | 1.58% | +305 | 2026-06-30 |
| 7 | GOOGL | ALPHABET INC | 94.5K | $33.8M | $32.0M | 1.44% | -6,808 | 2026-06-30 |
| 8 | FTGC | FIRST TR EXCHANGE TRAD FD VI | 1.16M | $31.3M | $35.9M | 1.61% | +24.8K | 2026-06-30 |
| 9 | VB | VANGUARD INDEX FDS | 102.5K | $31.1M | $30.8M | 1.38% | +5.6K | 2026-06-30 |
| 10 | FBND | FIDELITY MERRIMACK STR TR | 662.8K | $30.2M | $29.6M | 1.33% | +17.5K | 2026-06-30 |
| 11 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 62.2K | $29.7M | $26.7M | 1.20% | +2.0K | 2026-06-30 |
| 12 | FTCB | FIRST TR EXCHANGE-TRADED FD | 1.24M | $25.8M | $25.4M | 1.14% | +34.2K | 2026-06-30 |
| 13 | JPM | JPMORGAN CHASE & CO. | 77.5K | $25.4M | $27.8M | 1.25% | -39 | 2026-06-30 |
| 14 | UCON | FIRST TR EXCHNG TRADED FD VI | 872.9K | $21.7M | $21.4M | 0.96% | +32.9K | 2026-06-30 |
| 15 | LLY | ELI LILLY & CO | 17.9K | $21.5M | $20.6M | 0.93% | -41 | 2026-06-30 |
| 16 | IGIB | ISHARES TR | 400.1K | $21.3M | $20.7M | 0.93% | +15.1K | 2026-06-30 |
| 17 | YLD | PRINCIPAL EXCHANGE TRADED FD | 1.11M | $21.2M | $21.0M | 0.95% | +41.8K | 2026-06-30 |
| 18 | GSY | INVESCO ACTIVELY MANAGED EXC | 419.1K | $21.0M | $21.0M | 0.95% | +15.7K | 2026-06-30 |
| 19 | FTSL | FIRST TR EXCHANGE-TRADED FD | 469.3K | $21.0M | $21.1M | 0.95% | +21.5K | 2026-06-30 |
| 20 | XOM | EXXON MOBIL CORP | 153.0K | $20.9M | $24.4M | 1.10% | -- | 2026-06-30 |
| 21 | XOM | EXXON MOBIL CORP | 153.0K | $20.9M | $24.4M | 1.10% | -- | 2026-06-30 |
| 22 | VUG | VANGUARD INDEX FDS | 234.3K | $20.2M | $20.7M | 0.93% | +195.8K | 2026-06-30 |
| 23 | JNJ | JOHNSON & JOHNSON | 78.3K | $19.9M | $21.5M | 0.97% | -3,056 | 2026-06-30 |
| 24 | IVV | ISHARES TR | 25.9K | $19.4M | $20.0M | 0.90% | +1.3K | 2026-06-30 |
| 25 | IAU | ISHARES GOLD TR | 247.1K | $18.7M | $20.6M | 0.93% | -734 | 2026-06-30 |
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