Latest Cyndeo Wealth Partners, LLC Stock Portfolio

Cyndeo Wealth Partners, LLC Performance:

2026 Q1: -1.81%YTD: -1.81%2025: 14.23%

Performance for 2026 Q1 is -1.81%, and YTD is -1.81%, and 2025 is 14.23%.

About Cyndeo Wealth Partners, LLC and 13F Hedge Fund Stock Holdings

Cyndeo Wealth Partners, LLC is a hedge fund based in St. Petersburg, FL. On 2026-04-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Cyndeo Wealth Partners, LLC reported an equity portfolio of $1.9 Billions as of 31 Mar, 2026.

The top stock holdings of Cyndeo Wealth Partners, LLC are MSFT, AAPL, NVDA. The fund has invested 3.8% of it's portfolio in MICROSOFT CORP and 3% of portfolio in APPLE INC.

The fund managers got completely rid off OLD REP INTL CORP (ORI), LINCOLN NATL CORP IND (LNC) and DEVON ENERGY CORP NEW (DVN) stocks. They significantly reduced their stock positions in WILLIAMS COS INC (WMB), TARGET CORP (TGT) and AMGEN INC (AMGN). Cyndeo Wealth Partners, LLC opened new stock positions in KRAFT HEINZ CO (KHC), CLOROX CO DEL (CLX) and AMPHENOL CORP (APH). The fund showed a lot of confidence in some stocks as they added substantially to GENERAL MLS INC (GIS), METLIFE INC (MET) and REALTY INCOME CORP (O).

Cyndeo Wealth Partners, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Cyndeo Wealth Partners, LLC made a return of -1.81% in the last quarter. In trailing 12 months, it's portfolio return was 13.96%.

Performance
S&P 500

New Buys

Ticker	$ Bought
kraft heinz co	9,100,640
clorox co del	8,219,010
amphenol corp	4,270,610
alcoa corp	4,071,940
totalenergies se	3,155,370
ab active etfs inc	3,121,470
vanguard mun bd fds	2,037,350
first tr exchange traded fd	1,706,990

New stocks bought by Cyndeo Wealth Partners, LLC

Additions

Ticker	% Inc.
general mls inc	3,623
metlife inc	2,321
realty income corp	2,048
bristol-myers squibb co	1,850
travelers companies inc	1,749
at&t inc	1,067
oneok inc new	1,053
ross stores inc	527

Additions to existing portfolio by Cyndeo Wealth Partners, LLC

Reductions

Ticker	% Reduced
williams cos inc	-97.6
target corp	-97.07
amgen inc	-93.18
american tower corp new	-89.59
j p morgan exchange traded f	-88.93
ishares tr	-88.54
warner bros discovery inc	-85.3
first tr nasdaq 100 tech ind	-82.29

Cyndeo Wealth Partners, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
rithm capital corp	-7,044,200
lincoln natl corp ind	-9,991,480
old rep intl corp	-10,073,700
ishares tr	-740,240
ishares bitcoin trust etf	-629,711
nyli mackay definedterm muni	-158,434
regions financial corp new	-242,166
janus detroit str tr	-386,263

Cyndeo Wealth Partners, LLC got rid off the above stocks

Sector Distribution

Cyndeo Wealth Partners, LLC has about 40.5% of it's holdings in Others sector.

Sector	%
Others	40.5
Technology	17.9
Healthcare	7.8
Financial Services	6.2
Consumer Cyclical	5.4
Communication Services	4.7
Industrials	4.4
Consumer Defensive	4
Energy	3.5
Utilities	2.8
Real Estate	1.2

Market Cap. Distribution

Cyndeo Wealth Partners, LLC has about 57.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	40.5
MEGA-CAP	37.1
LARGE-CAP	20.3
MID-CAP	1.9

Stocks belong to which Index?

About 56.2% of the stocks held by Cyndeo Wealth Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	56.2
Others	43

Top 5 Winners (%)		%
	tuhura biosciences inc	91.6 %
CF	cf inds hldgs inc	67.9 %
VRT	vertiv holdings co	52.5 %
VLO	valero energy corp	51.3 %
MPC	marathon pete corp	47.2 %

Top 5 Winners ($)		$
XOM	exxon mobil corp	5.7 M
FTGC	first tr exchange trad fd vi	5.7 M
JNJ	johnson & johnson	4.0 M
VZ	verizon communications inc	2.4 M
TSM	taiwan semiconductor mfg ltd	2.3 M

Top 5 Losers (%)		%
ATEC	alphatec hldgs inc	-48.3 %
HOOD	robinhood mkts inc	-37.5 %
FICO	fair isaac corp	-36.0 %
BSX	boston scientific corp	-31.6 %
SOUN	soundhound ai inc	-31.1 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-20.6 M
AVGO	broadcom inc	-6.4 M
ORCL	oracle corp	-5.2 M
AMZN	amazon com inc	-4.6 M
AAPL	apple inc	-3.9 M

Cyndeo Wealth Partners, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Cyndeo Wealth Partners, LLC

Cyndeo Wealth Partners, LLC has 475 stocks in it's portfolio. About 22.3% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for Cyndeo Wealth Partners, LLC last quarter.

Last Reported on: 13 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AA	alcoa corp	0.21	61,389	4,071,940	new

AAPL	apple inc	3.02	225,818	57,310,400	added	7.69

AAXJ	ishares tr	1.08	385,063	20,493,000	added	7.54

AAXJ	ishares tr	0.17	26,952	3,196,490	added	4.57

AAXJ	ishares tr	0.14	26,595	2,678,630	added	46.58

AAXJ	ishares tr	0.13	33,784	2,511,840	added	33.42

AAXJ	ishares tr	0.07	5,757	1,259,410	added	6.08

AAXJ	ishares tr	0.06	12,597	1,196,130	added	33.98

AAXJ	ishares tr	0.06	10,333	1,096,850	added	5.44

AAXJ	ishares tr	0.04	9,861	784,541	added	203

AAXJ	ishares tr	0.03	10,461	549,817	added	34.58

AAXJ	ishares tr	0.03	16,695	506,192	added	16.7

AAXJ	ishares tr	0.02	4,932	463,259	reduced	-53.55

AAXJ	ishares tr	0.01	2,458	273,747	reduced	-9.8

AAXJ	ishares tr	0.00	0.00	0.00	sold off	-100

ABBV	abbvie inc	1.57	136,906	29,775,700	added	3.8

ABT	abbott labs	0.88	162,950	16,730,100	added	1.8

ACES	alps etf tr	0.30	109,117	5,743,920	added	0.17

ACIO	etf ser solutions	0.13	93,320	2,550,450	added	16.46

ACIO	etf ser solutions	0.13	59,707	2,505,320	added	5.28