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Home > Institutional Investor > Cyndeo Wealth Partners, Llc > Profile

Instuitional Investor - Cyndeo Wealth Partners, Llc

Fund Profile
Filing Period:
Fund Name: Cyndeo Wealth Partners, Llc
Portfolio Value $2,208,807,354
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 158,882 $81,490,558 3.69%
2.
Apple Inc.
 AAPL 226,440 $75,409,010 3.41%
3.
Nvidia Corp
 NVDA 318,100 $72,647,648 3.29%
4.
Broadcom Inc.
 AVGO 143,337 $50,338,518 2.28%
5.
Amazon Com Inc
 AMZN 170,562 $42,495,406 1.92%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.