Holdings
Cyndeo Wealth Partners, LLC
As of Sep 30, 2026, Cyndeo Wealth Partners, LLC reported 539 positions worth US$2.12B. Largest: Microsoft Corp., Apple Inc and Nvidia Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Microsoft Corp. | 159K | US$81.5M | −33,492 | Sep 30, 2026 |
| Apple Inc | 226K | US$75.4M | −6,928 | Sep 30, 2026 |
| Nvidia Corporation | 318K | US$72.6M | +1,053 | Sep 30, 2026 |
| Broadcom Inc. | 143K | US$50.3M | −27,390 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 141K | US$48.4M | +10,854 | Sep 30, 2026 |
| Amazon.com, Inc. | 171K | US$42.5M | −28,961 | Sep 30, 2026 |
| Abbvie Inc. | 141K | US$36.9M | +3,837 | Sep 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 73,273 | US$33.4M | +11,051 | Sep 30, 2026 |
| First Trust Global Tactical Commodity Strategy Fund | 1.08M | US$32.9M | new | Sep 30, 2026 |
| Fidelity Total Bond ETF | 737K | US$31.9M | new | Sep 30, 2026 |