Notify me when Cynosure Group, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 371 | $920,723,548 | $0 | $0 | $0 | SGOV, SPY, SHV, IWF, VOO | New Holdings | 13 Nov 2025, 16:01 |
| Q3 2025 | 371 | $920,723,548 | +$55,084,325 | -$55,716,313 | -$631,988 | SGOV, SPY, SHV, IWF, VOO | 13F-HR | 22 Oct 2025, 11:00 |
| Q2 2025 | 377 | $882,402,849 | +$145,395,955 | -$49,808,248 | +$95,587,707 | SGOV, SHV, SPY, IWF, VOO | 13F-HR | 12 Aug 2025, 14:14 |
| Q1 2025 | 375 | $725,680,284 | +$150,030,879 | -$73,916,186 | +$76,114,693 | SGOV, SHV, SPY, IWF, VOO | 13F-HR | 12 May 2025, 10:15 |
| Q4 2024 | 367 | $669,273,134 | +$76,715,840 | -$87,930,151 | -$11,214,311 | SHV, SPY, IWF, IVV, SGOV | 13F-HR | 12 Feb 2025, 16:18 |
| Q3 2024 | 370 | $681,046,183 | +$120,697,225 | -$89,037,299 | +$31,659,926 | SHV, SPY, IWF, IVV, ITOT | 13F-HR | 13 Nov 2024, 16:21 |
| Q2 2024 | 334 | $623,137,063 | +$101,037,997 | -$36,784,468 | +$64,253,529 | SHV, SPY, IWF, IVV, ICSH | 13F-HR | 13 Aug 2024, 08:58 |
| Q1 2024 | 313 | $545,125,514 | +$125,758,775 | -$151,997,658 | -$26,238,883 | SHV, SPY, IWF, ICSH, IVV | 13F-HR | 10 May 2024, 15:36 |
| Q4 2023 | 150 | $555,849,068 | +$212,325,936 | -$16,794,808 | +$195,531,128 | SHV, SPY, IWF, ICSH, JPST | 13F-HR | 14 Feb 2024, 14:49 |
| Q3 2023 | 138 | $325,886,297 | +$36,002,599 | -$30,475,588 | +$5,527,011 | ICSH, UNP, IVV, ITOT, JPST | 13F-HR | 14 Nov 2023, 13:57 |
| Q2 2023 | 128 | $332,572,362 | +$264,202,831 | -$2,548,664 | +$261,654,167 | UNP, ICSH, IVV, ITOT, JPST | 13F-HR | 14 Aug 2023, 16:59 |
| Q1 2023 | 26 | $66,163,885 | +$768,379 | -$34,018,398 | -$33,250,019 | UNP, WSO, V, IT, GSBD | 13F-HR | 12 May 2023, 18:42 |
| Q4 2022 | 25 | $96,403,751 | +$389,346 | -$4,080,762 | -$3,691,416 | UNP, WSO, WFC, IT, V | 13F-HR | 09 Feb 2023, 17:34 |
| Q3 2022 | 28 | $93,404,000 | +$3,729,412 | -$7,250,926 | -$3,521,514 | UNP, WSO, WFC, GSBD, IT | 13F-HR | 10 Nov 2022, 18:30 |
| Q2 2022 | 43 | $101,858,000 | +$7,012,183 | -$5,444,476 | +$1,567,707 | UNP, WSO, GSBD, WFC, V | 13F-HR | 19 Aug 2022, 14:37 |
| Q1 2022 | 25 | $124,146,000 | +$6,042,513 | -$12,311,110 | -$6,268,597 | UNP, WSO, WFC, GSBD, V | 13F-HR | 16 May 2022, 14:07 |
| Q4 2021 | 22 | $132,548,000 | +$118,599 | -$13,123,559 | -$13,004,960 | UNP, WSO, WFC, IT, GSBD | 13F-HR | 14 Feb 2022, 15:52 |
| Q3 2021 | 22 | $129,506,000 | +$8,638,219 | -$4,116,301 | +$4,521,918 | UNP, WSO, WFC, V, IT | 13F-HR | 12 Nov 2021, 10:46 |
| Q2 2021 | 21 | $128,873,000 | +$6,998,955 | -$14,114,697 | -$7,115,742 | UNP, WSO, WFC, V, T | 13F-HR | 16 Aug 2021, 12:00 |
| Q1 2021 | 20 | $127,505,000 | +$7,521,512 | -$5,589,206 | +$1,932,306 | UNP, VEA, WSO, WFC, V | 13F-HR | 12 May 2021, 13:00 |
| Q4 2020 | 18 | $117,714,000 | +$13,690,000 | -$943,017 | +$12,746,983 | UNP, VEA, WSO, V, NET | 13F-HR | 01 Feb 2021, 11:22 |
| Q3 2020 | 15 | $95,652,000 | +$3,097,000 | -$984,694 | +$2,112,306 | UNP, VEA, WSO, V, T | 13F-HR | 02 Nov 2020, 15:38 |
| Q2 2020 | 14 | $85,029,000 | +$5,795 | -$63,694,190 | -$63,688,395 | UNP, VEA, V, WSO, T | 13F-HR | 10 Aug 2020, 14:25 |
| Q1 2020 | 68 | $139,840,000 | +$45,428,797 | -$43,897,349 | +$1,531,448 | UNP, GE, VEA, V, WSO | 13F-HR | 05 May 2020, 16:57 |
| Q4 2019 | 68 | $187,735,000 | +$520,219 | -$17,741,176 | -$17,220,957 | UNP, GE, WFC, VEA, IJH | 13F-HR | 04 Feb 2020, 12:21 |
| Q3 2019 | 68 | $183,942,000 | $0 | -$28,956,590 | -$28,956,590 | UNP, WFC, GE, VEA, IJH | 13F-HR | 08 Nov 2019, 13:15 |
| Q2 2019 | 78 | $217,763,000 | +$54,192,688 | $0 | +$54,192,688 | WFC, UNP, GE, VEA, IJH | 13F-HR | 06 Aug 2019, 16:06 |
| Q1 2019 | 14 | $161,373,000 | +$1,677,000 | -$37,879,916 | -$36,202,916 | WFC, UNP, GE, VEA, IJH | 13F-HR | 23 Apr 2019, 14:24 |
| Q4 2018 | 13 | $169,563,000 | $0 | $0 | $0 | WFC, UNP, GE, VEA, IJH | 13F-HR | 14 Feb 2019, 11:47 |