First seen by DFX
Sep 12, 2026
date not stated
Cyndeo Wealth Partners found on the SEC adviser roster (services_description)
Cyndeo Wealth Partners, LLC reported $1,900,866,624 across 478 13(f) positions for the quarter ended 2026-03-31
Cyndeo Wealth Partners, LLC opened a $2,037,352 position in Vanguard Mun Bd Fds (40,837 shares)
Cyndeo Wealth Partners, LLC opened a $3,155,368 position in Totalenergies Se (34,682 shares)
Cyndeo Wealth Partners, LLC opened a $3,121,474 position in AB Active Etfs Inc (71,234 shares)
Cyndeo Wealth Partners, LLC reduced Williams Cos Inc 147,903 -> 3,554 shares ($8,890,428 -> $258,647)
Cyndeo Wealth Partners, LLC reduced Morgan Stanley 93,569 -> 66,832 shares ($16,611,350 -> $10,998,468)
Cyndeo Wealth Partners, LLC opened a $4,270,610 position in Amphenol Corp (33,800 shares)
Cyndeo Wealth Partners, LLC reduced Oreilly Automotive Inc 41,329 -> 30,239 shares ($3,769,618 -> $2,791,362)
Cyndeo Wealth Partners, LLC reduced Procter and Gamble Co 54,856 -> 22,774 shares ($7,861,413 -> $3,289,455)
Cyndeo Wealth Partners, LLC reduced Ishares Tr 17,451 -> 4,754 shares ($2,249,957 -> $559,356)
Cyndeo Wealth Partners, LLC reduced Accenture Plc Ireland 18,494 -> 4,259 shares ($4,962,015 -> $844,518)
Cyndeo Wealth Partners, LLC opened a $4,071,936 position in Alcoa Corp (61,389 shares)
Cyndeo Wealth Partners, LLC reduced American Tower Corp New 14,149 -> 1,473 shares ($2,484,163 -> $254,192)
Cyndeo Wealth Partners, LLC exited GSK Plc (was $7,783,384, 158,715 shares)
Cyndeo Wealth Partners, LLC reduced Amgen Inc 25,801 -> 1,760 shares ($8,444,773 -> $619,195)
Cyndeo Wealth Partners, LLC reduced Arista Networks Inc 37,446 -> 25,600 shares ($4,906,549 -> $3,143,168)
Cyndeo Wealth Partners, LLC opened a $8,219,008 position in Clorox Co Del (79,311 shares)
Cyndeo Wealth Partners, LLC reduced Enterprise Prods Partners L 126,956 -> 29,787 shares ($4,070,213 -> $1,127,140)
Cyndeo Wealth Partners, LLC reduced First Tr Nasdaq 100 Tech Ind 9,697 -> 1,717 shares ($2,232,245 -> $370,942)
Cyndeo Wealth Partners, LLC reduced Global X Fds 413,160 -> 289,364 shares ($17,654,307 -> $14,013,918)
Cyndeo Wealth Partners, LLC reduced Ishares Inc 58,306 -> 26,092 shares ($3,919,305 -> $1,819,891)
Cyndeo Wealth Partners, LLC reduced Micron Technology Inc 7,279 -> 5,298 shares ($2,077,502 -> $1,789,886)
Cyndeo Wealth Partners, LLC reduced Ishares Tr 12,073 -> 8,398 shares ($2,410,737 -> $1,523,565)
Cyndeo Wealth Partners, LLC reduced Johnson & Johnson 130,031 -> 81,343 shares ($26,909,959 -> $19,883,545)
Cyndeo Wealth Partners, LLC opened a $9,100,641 position in Kraft Heinz Co (404,653 shares)
Cyndeo Wealth Partners, LLC reduced Vanguard Index Fds 5,055 -> 2,682 shares ($3,169,922 -> $1,602,614)
Cyndeo Wealth Partners, LLC increased Intuit 6,184 -> 9,029 shares ($4,096,666 -> $3,903,779)
Cyndeo Wealth Partners, LLC exited Best Buy Inc (was $6,850,047, 102,346 shares)
Cyndeo Wealth Partners, LLC exited Devon Energy Corp New (was $8,271,511, 225,812 shares)
Cyndeo Wealth Partners, LLC reduced Sprott Physical Silver Tr 1,056,727 -> 545,035 shares ($24,991,603 -> $13,293,404)
Cyndeo Wealth Partners, LLC exited Lincoln Natl Corp Ind (was $9,991,483, 224,376 shares)
Cyndeo Wealth Partners, LLC exited Rithm Capital Corp (was $7,044,200, 646,257 shares)
Cyndeo Wealth Partners, LLC exited OLD Rep Intl Corp (was $10,073,705, 220,721 shares)
Cyndeo Wealth Partners, LLC increased Linde Plc 16,757 -> 22,628 shares ($7,145,100 -> $11,218,070)
Cyndeo Wealth Partners, LLC increased Stryker Corporation 6,349 -> 12,364 shares ($2,231,427 -> $4,062,598)
Cyndeo Wealth Partners, LLC increased Texas Instrs Inc 30,914 -> 46,730 shares ($5,363,246 -> $9,072,191)
Cyndeo Wealth Partners, LLC increased Travelers Companies Inc 715 -> 13,224 shares ($207,309 -> $3,857,187)
Cyndeo Wealth Partners, LLC increased Marsh & Mclennan Cos Inc 18,425 -> 30,382 shares ($3,418,293 -> $5,269,740)
Cyndeo Wealth Partners, LLC reduced Slide Ins Hldgs Inc 114,716 -> 39,677 shares ($2,234,668 -> $714,186)