Portfolio (Quarterly)
Guide ↗
Cyndeo Wealth Partners, LLC
· CIK 0001950947| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | FIS | FIDELITY NATL INFORMATION SV | Technology | 3,212 | $213K | 0.01% | SOLD |
| 42 | IGM | ISHARES TR | — | 1,606 | $207K | 0.01% | SOLD |
| 43 | NKE | NIKE INC | Consumer Cyclical | 3,236 | $206K | 0.01% | SOLD |
| 44 | PTMC | PACER FDS TR | — | 5,712 | $204K | 0.01% | SOLD |
| 45 | IPKW | INVESCO EXCH TRADED FD TR II | — | 3,633 | $202K | 0.01% | SOLD |
| 46 | MMD | NYLI MACKAY DEFINEDTERM MUNI | Financial Services | 10,655 | $158K | 0.01% | SOLD |
| 47 | AGNC | AGNC INVT CORP | Real Estate | 10,992 | $118K | 0.01% | SOLD |
| 48 | SOUN | SOUNDHOUND AI INC | Technology | 10,000 | $100K | 0.01% | SOLD |
| 49 | ARDX | ARDELYX INC | Healthcare | 10,000 | $58K | 0.00% | SOLD |
| 50 | ABUS | ARBUTUS BIOPHARMA CORP | Healthcare | 10,000 | $48K | 0.00% | SOLD |
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%