Cyndeo Wealth Partners, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 18, 2024
Value $
$1.43B
Signature - Title
Solomon M. Kilgroe - Chief Compliance Officer
Location
St. Petersburg, FL
Summary
This page shows a list of all the recent 13F filings made by Cyndeo Wealth Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Cyndeo Wealth Partners, LLC reported 444 stock holdings with total value $1.43B as of Q3 2024. Top holdings included MSFT, AAPL, AMZN, ABBV, and NVDA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 444 $1.43B +$285M -$179M +$105M MSFT, AAPL, AMZN, ABBV, NVDA 13F-HR 10/18/2024, 03:00 PM
Q2 2024 394 $1.28B +$141M -$64.7M +$76.1M MSFT, AMZN, AGG, AAPL, ABBV 13F-HR 7/30/2024, 03:14 PM
Q1 2024 380 $1.2B +$128M -$82.9M +$45.2M MSFT, AGG, AMZN, ABBV, FIXD 13F-HR 4/16/2024, 06:04 PM
Q4 2023 367 $1.08B +$192M -$157M +$35.8M MSFT, AGG, AMZN, AAPL, FIXD 13F-HR 1/12/2024, 07:32 AM
Q3 2023 339 $959M +$87.3M -$51M +$36.3M MSFT, AGG, FIXD, AMZN, ABBV 13F-HR 10/10/2023, 03:57 PM
Q2 2023 324 $956M +$145M -$146M -$1.2M MSFT, AGG, FIXD, AAPL, AMZN 13F-HR 7/27/2023, 11:08 AM
Q1 2023 320 $927M +$213M -$161M +$52.1M AGG, MSFT, FIXD, ABBV, SPLV Restatement 4/25/2023, 01:46 PM
Q4 2022 311 $851M $0 $0 BND, MSFT, SPLV, AGG, AAPL 13F-HR 1/25/2023, 03:27 PM