Cyndeo Wealth Partners, LLC

Cyndeo Wealth Partners, LLC reported 517 holdings worth US$2.12B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 21, 2026

Cyndeo Wealth Partners, LLC reported 517 holdings worth US$2.12B as of Jun 30, 2026. Largest: Microsoft Corp., Apple Inc and Broadcom Inc. Filed Jul 21, 2026 (Form 13F).

Holdings
517
Value as reported
US$2.12B

The filing in full

CompanySharesValue as reported% of portfolio
Microsoft Corp.192KUS$71.8M3.4%
Apple Inc233KUS$67.5M3.2%
Broadcom Inc.171KUS$64.5M3.0%
Nvidia Corporation317KUS$63.4M3.0%
Amazon.com, Inc.200KUS$47.6M2.2%
Alphabet Inc (google) Class C130KUS$46.6M2.2%
Abbvie Inc.137KUS$34.5M1.6%
Taiwan Semiconductor Manufacturing Co., Ltd.62,222US$29.7M1.4%
Jp Morgan Chase & Co.77,465US$25.4M1.2%
Eli Lilly And Company17,927US$21.5M1.0%
Johnson & Johnson78,287US$19.9M0.94%
Meta Platforms, Inc.32,366US$18.2M0.86%
Oracle Corporation118KUS$17.2M0.81%
Tjx Companies, Inc. (the)114KUS$17.2M0.81%
Cisco Systems, Inc.142KUS$16.7M0.79%
Home Depot, Inc. (the)46,632US$16.4M0.77%
Analog Devices, Inc.38,880US$15.4M0.73%
Morgan Stanley70,839US$14.8M0.70%
Abbott Laboratories163KUS$14.8M0.70%
Altria Group, Inc.199KUS$14.3M0.68%
Merck & Company, Inc.108KUS$13.9M0.66%
Texas Instruments Incorporated46,127US$13.7M0.65%
Pfizer, Inc.537KUS$12.9M0.61%
Nextera Energy, Inc.136KUS$11.9M0.56%
American Electric Power Company, Inc.86,134US$11.8M0.56%
Metlife, Inc.139KUS$11.7M0.55%
Rtx Corporation61,396US$11.6M0.55%
Chevron Corporation69,911US$11.6M0.55%
Visa Inc.32,813US$11.3M0.53%
Dte Energy Company73,387US$11.2M0.53%
Verizon Communications Inc.264KUS$11.2M0.53%
Duke Energy Corporation (holding Company)86,700US$11M0.52%
Caterpillar, Inc.10,286US$11M0.52%
Kinder Morgan, Inc.337KUS$10.8M0.51%
Bristol-myers Squibb Company186KUS$10.7M0.51%
Oneok, Inc.123KUS$10.7M0.51%
The J.m. Smucker Company95,105US$10.7M0.50%
Tesla, Inc.24,918US$10.5M0.49%
Union Pacific Corporation38,118US$10.4M0.49%
American Express Company30,423US$10.3M0.48%
The Kraft Heinz Company425KUS$10M0.47%
Palo Alto Networks, Inc.29,300US$9.99M0.47%
Coca-cola Company (the)122KUS$9.91M0.47%
Realty Income Corporation158KUS$9.77M0.46%
Applied Materials, Inc.13,361US$9.66M0.46%
Palantir Technologies Inc.81,766US$9.54M0.45%
Mcdonald's Corporation34,120US$9.22M0.43%
Prologis, Inc.67,669US$9.17M0.43%
Ugi Corporation258KUS$8.92M0.42%
Blackrock, Inc.8,974US$8.63M0.41%
At&t Inc.412KUS$8.53M0.40%
General Mills, Inc.240KUS$8.34M0.39%
Clorox Company (the)86,760US$8.28M0.39%
Walmart Inc.59,688US$6.76M0.32%
Amphenol Corporation35,523US$6.26M0.30%
Mastercard Incorporated11,872US$6.1M0.29%
Intel Corporation42,526US$5.94M0.28%
Automatic Data Processing, Inc.23,358US$5.23M0.25%
Marsh30,398US$5.07M0.24%
Williams Companies, Inc. (the)63,760US$4.74M0.22%
Berkshire Hathaway Inc.9,337US$4.67M0.22%
Arista Networks, Inc.26,950US$4.58M0.22%
Parker-hannifin Corporation4,473US$4.38M0.21%
Lam Research Corporation9,731US$4.22M0.20%
The Travelers Companies, Inc.12,423US$4.1M0.19%
The Hartford Insurance Group, Inc.29,837US$3.95M0.19%
Corning Incorporated15,327US$3.91M0.18%
S&p Global Inc.9,567US$3.9M0.18%
Catalyst Pharmaceuticals, Inc.118KUS$3.72M0.18%
International Business Machines Corporation13,234US$3.72M0.18%
Western Digital Corporation5,672US$3.62M0.17%
Netflix, Inc.50,394US$3.6M0.17%
Blackstone Inc.30,296US$3.56M0.17%
Iron Mountain Incorporated (delaware)28,031US$3.54M0.17%
Lockheed Martin Corporation6,691US$3.41M0.16%
Stryker Corporation10,808US$3.4M0.16%
Procter & Gamble Company (the)22,983US$3.37M0.16%
Costco Wholesale Corporation3,571US$3.34M0.16%
Pnc Financial Services Group, Inc. (the)13,547US$3.34M0.16%
Intuitive Surgical, Inc.8,342US$3.32M0.16%
Micron Technology, Inc.2,790US$3.22M0.15%
Goldman Sachs Group, Inc. (the)3,141US$3.18M0.15%
Xp Inc.193KUS$3.13M0.15%
Transdigm Group Inc.2,344US$3.12M0.15%
O'reilly Automotive, Inc.31,728US$2.92M0.14%
Progressive Corporation (the)13,202US$2.88M0.14%
Republic Services, Inc.12,261US$2.61M0.12%
Boston Scientific Corporation59,790US$2.55M0.12%
Asml Holding Nv1,227US$2.44M0.12%
United Parcel Service, Inc.21,924US$2.36M0.11%
Intuit Inc.8,974US$2.34M0.11%
Southstate Bank Corporation22,099US$2.21M0.10%
Caseys General Stores, Inc.2,446US$1.94M0.09%
Bank Of America Corporation34,103US$1.94M0.09%
Marvell Technology, Inc.6,410US$1.91M0.09%
Advanced Micro Devices Inc3,266US$1.9M0.09%
Pepsico, Inc.13,528US$1.83M0.09%
Bp Plc49,446US$1.83M0.09%
Sherwin-williams Company (the)5,298US$1.82M0.09%
Toronto-dominion Bank14,480US$1.76M0.08%

Every holding of Cyndeo Wealth Partners, LLC

Source

View original at SEC

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