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Portfolio (Quarterly) Guide ↗

Cyndeo Wealth Partners, LLC

· CIK 0001950947
13F Portfolio $2.1B AUM 517 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 90 New 246 Added 138 Reduced 50 Exited
Page 3 of 13  ·  246 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VTV VANGUARD INDEX FDS 52,156.0 $11.4M 0.54% +2K +3.3% $217.93 +4.0%
42 V VISA INC Financial Services 32,813.0 $11.3M 0.53% +2K +8.1% $343.09 +6.4%
43 DTE DTE ENERGY CO Utilities 73,387.0 $11.2M 0.53% +9K +13.4% $152.37 -7.1%
44 VZ VERIZON COMMUNICATIONS INC Communication Services 263,873.0 $11.2M 0.53% +14K +5.7% $42.34 +15.1%
45 DUK DUKE ENERGY CORP NEW Utilities 86,700.0 $11.0M 0.52% +25K +39.5% $126.58 -1.5%
46 KMI KINDER MORGAN INC DEL Energy 337,210.0 $10.8M 0.51% +27K +8.6% $31.97 +2.5%
47 BMY BRISTOL-MYERS SQUIBB CO Healthcare 186,460.0 $10.7M 0.51% +177K +1970.9% $57.62 +15.1%
48 OKE ONEOK INC NEW Energy 123,497.0 $10.7M 0.51% +113K +1100.2% $86.94 +11.6%
49 SJM SMUCKER J M CO Consumer Defensive 95,105.0 $10.7M 0.50% +19K +25.5% $112.50 +6.6%
50 TSLA TESLA INC Consumer Cyclical 24,918.0 $10.5M 0.49% +1K +6.1% $420.60 -19.5%
51 UNP UNION PAC CORP Industrials 38,118.0 $10.4M 0.49% +2K +6.7% $272.00 +10.8%
52 PANW PALO ALTO NETWORKS INC Technology 29,300.0 $10.0M 0.47% +16K +116.3% $341.02 +8.5%
53 ZROZ PIMCO ETF TR 154,331.0 $9.9M 0.47% +46K +43.0% $64.10 -10.8%
54 O REALTY INCOME CORP Real Estate 157,605.0 $9.8M 0.46% +151K +2186.8% $61.96 +0.8%
55 AMAT APPLIED MATLS INC Technology 13,361.0 $9.7M 0.46% +12K +653.6% $722.99 -30.1%
56 IWF ISHARES TR 76,434.0 $9.5M 0.45% +56K +274.1% $124.17 -0.8%
57 MCD MCDONALDS CORP Consumer Cyclical 34,120.0 $9.2M 0.43% +6K +19.9% $270.31 -0.7%
58 PLD PROLOGIS INC. Real Estate 67,669.0 $9.2M 0.43% +9K +15.1% $135.47 +3.8%
59 BLK BLACKROCK INC Financial Services 8,974.0 $8.6M 0.41% +5K +158.1% $961.54 +20.1%
60 T AT&T INC Communication Services 412,259.0 $8.5M 0.40% +379K +1137.9% $20.70 +21.3%
Page 3 of 13  ·  246 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.5%
Financial Services 21.6%
Healthcare 10.6%
Consumer Cyclical 7.7%
Communication Services 6.3%
Industrials 6.2%
Consumer Defensive 5.7%
Utilities 4.0%
Energy 3.2%
Real Estate 1.8%