Notify me when Cyndeo Wealth Partners, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 477 | $1,854,712,324 | +$136,572,365 | -$97,061,218 | +$39,511,147 | MSFT, AVGO, AAPL, NVDA, AMZN | 13F-HR | 07 Jan 2026, 16:51 |
| Q3 2025 | 474 | $1,798,496,086 | +$90,834,700 | -$98,866,949 | -$8,032,249 | MSFT, AVGO, NVDA, AAPL, AMZN | 13F-HR | 10 Oct 2025, 09:47 |
| Q2 2025 | 465 | $1,686,370,720 | +$151,870,016 | -$105,201,021 | +$46,668,995 | MSFT, AVGO, AMZN, NVDA, AAPL | 13F-HR | 24 Jul 2025, 14:15 |
| Q1 2025 | 448 | $1,523,114,232 | +$203,375,886 | -$137,547,746 | +$65,828,140 | MSFT, AAPL, AMZN, AVGO, NVDA | 13F-HR | 17 Apr 2025, 11:14 |
| Q4 2024 | 441 | $1,479,097,020 | +$109,680,859 | -$73,200,806 | +$36,480,053 | MSFT, AAPL, AMZN, AVGO, NVDA | 13F-HR | 21 Jan 2025, 11:51 |
| Q3 2024 | 444 | $1,431,471,244 | +$284,612,525 | -$179,188,513 | +$105,424,012 | MSFT, AAPL, AMZN, ABBV, NVDA | 13F-HR | 18 Oct 2024, 15:00 |
| Q2 2024 | 394 | $1,276,735,362 | +$140,774,646 | -$64,709,933 | +$76,064,713 | MSFT, AMZN, AGG, AAPL, ABBV | 13F-HR | 30 Jul 2024, 15:14 |
| Q1 2024 | 380 | $1,202,205,051 | +$128,051,871 | -$82,851,262 | +$45,200,609 | MSFT, AGG, AMZN, ABBV, FIXD | 13F-HR | 16 Apr 2024, 18:04 |
| Q4 2023 | 367 | $1,080,304,821 | +$192,326,043 | -$156,503,374 | +$35,822,669 | MSFT, AGG, AMZN, AAPL, FIXD | 13F-HR | 12 Jan 2024, 07:32 |
| Q3 2023 | 339 | $959,173,516 | +$87,261,904 | -$50,996,896 | +$36,265,008 | MSFT, AGG, FIXD, AMZN, ABBV | 13F-HR | 10 Oct 2023, 15:57 |
| Q2 2023 | 324 | $956,467,803 | +$144,843,500 | -$146,039,377 | -$1,195,877 | MSFT, AGG, FIXD, AAPL, AMZN | 13F-HR | 27 Jul 2023, 11:08 |
| Q1 2023 | 320 | $927,307,897 | +$212,901,791 | -$160,788,151 | +$52,113,640 | AGG, MSFT, FIXD, ABBV, SPLV | Restatement | 25 Apr 2023, 13:46 |
| Q4 2022 | 311 | $851,007,457 | $0 | $0 | $0 | BND, MSFT, SPLV, AGG, AAPL | 13F-HR | 25 Jan 2023, 15:27 |