• 13F History

Cyndeo Wealth Partners, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 17, 2025
Value $
$1.52B
Signature - Title
Solomon M. Kilgroe - Chief Compliance Officer
Location
St. Petersburg, FL
Summary
This page shows a list of all the recent 13F filings made by Cyndeo Wealth Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Cyndeo Wealth Partners, LLC reported 448 stock holdings with total value $1.52B as of Q1 2025. Top holdings included MSFT, AAPL, AMZN, AVGO, and NVDA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 448 $1.52B +$203M -$138M +$65.8M MSFT, AAPL, AMZN, AVGO, NVDA 13F-HR 4/17/2025, 11:14 AM
Q4 2024 441 $1.48B +$110M -$73.2M +$36.5M MSFT, AAPL, AMZN, AVGO, NVDA 13F-HR 1/21/2025, 11:51 AM
Q3 2024 444 $1.43B +$285M -$179M +$105M MSFT, AAPL, AMZN, ABBV, NVDA 13F-HR 10/18/2024, 03:00 PM
Q2 2024 394 $1.28B +$141M -$64.7M +$76.1M MSFT, AMZN, AGG, AAPL, ABBV 13F-HR 7/30/2024, 03:14 PM
Q1 2024 378 $1.19B +$128M -$82.9M +$45.1M MSFT, AGG, AMZN, ABBV, FIXD 13F-HR 4/16/2024, 06:04 PM
Q4 2023 366 $1.08B +$192M -$157M +$35.8M MSFT, AGG, AMZN, AAPL, FIXD 13F-HR 1/12/2024, 07:32 AM
Q3 2023 338 $959M +$87.3M -$40.3M +$47M MSFT, AGG, FIXD, AMZN, ABBV 13F-HR 10/10/2023, 03:57 PM
Q2 2023 323 $956M +$145M -$77.7M +$67.2M MSFT, AGG, FIXD, AAPL, AMZN 13F-HR 7/27/2023, 11:08 AM
Q1 2023 319 $927M +$213M -$136M +$77M AGG, MSFT, FIXD, ABBV, SPLV Restatement 4/25/2023, 01:46 PM
Q4 2022 310 $851M BND, MSFT, SPLV, AGG, AAPL 13F-HR 1/25/2023, 02:27 PM