Cyndeo Wealth Partners, LLC
519 holdingsFiling period: 2026-06-30Current AUM: $2.21Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft Corp | 192.4K | $71.8M | $102.2M | 4.62% | -210 | 2026-06-30 |
| 2 | AAPL | Apple Inc | 233.4K | $67.5M | $80.2M | 3.63% | +7.5K | 2026-06-30 |
| 3 | AVGO | Broadcom Inc | 170.7K | $64.5M | $60.1M | 2.71% | +733 | 2026-06-30 |
| 4 | NVDA | NVIDIA Corporation | 317.0K | $63.4M | $68.3M | 3.09% | +1.9K | 2026-06-30 |
| 5 | AMZN | Amazon.com Inc | 199.5K | $47.6M | $50.8M | 2.30% | +4.3K | 2026-06-30 |
| 6 | ABBV | Abbvie Inc | 137.2K | $34.5M | $39.2M | 1.77% | +305 | 2026-06-30 |
| 7 | GOOGL | Alphabet Inc | 94.5K | $33.8M | $30.7M | 1.39% | -6,808 | 2026-06-30 |
| 8 | FTGC | First TR Exchange Trad FD VI | 1.16M | $31.3M | $35.3M | 1.60% | +24.8K | 2026-06-30 |
| 9 | VB | Vanguard Index Fds | 102.5K | $31.1M | $29.8M | 1.35% | +5.6K | 2026-06-30 |
| 10 | FBND | Fidelity Merrimack Str TR | 662.8K | $30.2M | $29.2M | 1.32% | +17.5K | 2026-06-30 |
| 11 | TSM | Taiwan Semiconductor Mfg Ltd | 62.2K | $29.7M | $27.3M | 1.24% | +2.0K | 2026-06-30 |
| 12 | FTCB | First TR Exchange-Traded FD | 1.24M | $25.8M | $24.8M | 1.12% | +34.2K | 2026-06-30 |
| 13 | JPM | JPMorgan Chase & Co. | 77.5K | $25.4M | $26.3M | 1.19% | -39 | 2026-06-30 |
| 14 | UCON | First TR Exchng Traded FD VI | 872.9K | $21.7M | $20.9M | 0.95% | +32.9K | 2026-06-30 |
| 15 | LLY | Eli Lilly & Co | 17.9K | $21.5M | $23.1M | 1.04% | -41 | 2026-06-30 |
| 16 | IGIB | iShares TR | 400.1K | $21.3M | $20.4M | 0.92% | +15.1K | 2026-06-30 |
| 17 | YLD | Principal Exchange Traded FD | 1.11M | $21.2M | $20.4M | 0.92% | +41.8K | 2026-06-30 |
| 18 | GSY | Invesco Actively Managed Exc | 419.1K | $21.0M | $20.9M | 0.95% | +15.7K | 2026-06-30 |
| 19 | FTSL | First TR Exchange-Traded FD | 469.3K | $21.0M | $20.9M | 0.94% | +21.5K | 2026-06-30 |
| 20 | XOM | Exxon Mobil Corp | 153.0K | $20.9M | $27.9M | 1.26% | -- | 2026-06-30 |
| 21 | XOM | Exxon Mobil Corp | 153.0K | $20.9M | $27.9M | 1.26% | -- | 2026-06-30 |
| 22 | VUG | Vanguard Index Fds | 234.3K | $20.2M | $20.8M | 0.94% | +195.8K | 2026-06-30 |
| 23 | JNJ | Johnson & Johnson | 78.3K | $19.9M | $21.2M | 0.96% | -3,056 | 2026-06-30 |
| 24 | IVV | iShares TR | 25.9K | $19.4M | $20.1M | 0.91% | +1.3K | 2026-06-30 |
| 25 | IAU | iShares Gold TR | 247.1K | $18.7M | $18.9M | 0.85% | -734 | 2026-06-30 |
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