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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 $1,080,618,724
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 143,467 $53,949,332 4.99%
2.
Ishares Trust
 IEF 326,155 $32,370,888 2.99%
3.
Amazon Com Inc
 AMZN 181,291 $27,545,419 2.54%
4.
Apple Inc.
 AAPL 128,007 $24,645,152 2.28%
5.
First Tr Exchng Traded Fd Vi
 512,214 $22,847,287 2.11%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)