CYNDEO WEALTH PARTNERS, LLC

Filed: 4/17/2025ACC: 0001950947-25-000002

📋 What this filing means

CYNDEO WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 448 equity positions with a total reported market value of $1.52B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

448

Positions

$1.52B

Total AUM (reported)

25.44M

Total Shares

Allocation by class

COM$799.61M52.5%

SHS$43.75M2.9%

CL A$39.57M2.6%

TOTAL BD ETF$23.45M1.5%

FST TR GLB FD$22.57M1.5%

COM NEW$19.85M1.3%

TR UNIT$19.46M1.3%

Portfolio Concentration

Top 3$144.31M9.5%

4–10$177.52M11.7%

11–25$255.42M16.8%

Rest$946.09M62.1%

Top 3 weight

9.5%

Top 10 weight

21.1%

Voting Authority Distribution

Total shares with voting rights: 25.44M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

25.44M

% of voting shares100.0%

Investment Discretion (by position count)

Sole448

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings448

Rows:

MICROSOFT CORP

SOLE

COM

Shares163.88K

TypeSH

Market value$61.52M

4.04%

Sole

0.00

Shared

0.00

None

163.88K

APPLE INC

SOLE

COM

Shares200.47K

TypeSH

Market value$44.53M

2.92%

Sole

0.00

Shared

0.00

None

200.47K

AMAZON COM INC

SOLE

COM

Shares201.09K

TypeSH

Market value$38.26M

2.51%

Sole

0.00

Shared

0.00

None

201.09K

BROADCOM INC

SOLE

COM

Shares191.04K

TypeSH

Market value$31.99M

2.10%

Sole

0.00

Shared

0.00

None

191.04K

NVIDIA CORPORATION

SOLE

COM

Shares257.33K

TypeSH

Market value$27.89M

1.83%

Sole

0.00

Shared

0.00

None

257.33K

ABBVIE INC

SOLE

COM

Shares129.70K

TypeSH

Market value$27.17M

1.78%

Sole

0.00

Shared

0.00

None

129.70K

FIDELITY MERRIMACK STR TR

SOLE

TOTAL BD ETF

Shares513.79K

TypeSH

Market value$23.45M

1.54%

Sole

0.00

Shared

0.00

None

513.79K

ABBOTT LABS

SOLE

COM

Shares176.73K

TypeSH

Market value$23.44M

1.54%

Sole

0.00

Shared

0.00

None

176.73K

FIRST TR EXCHANGE TRAD FD VI

SOLE

FST TR GLB FD

Shares884.48K

TypeSH

Market value$22.57M

1.48%

Sole

0.00

Shared

0.00

None

884.48K

JPMORGAN CHASE & CO.

SOLE

COM

Shares85.63K

TypeSH

Market value$21.00M

1.38%

Sole

0.00

Shared

0.00

None

85.63K

META PLATFORMS INC

SOLE

CL A

Shares35.04K

TypeSH

Market value$20.20M

1.33%

Sole

0.00

Shared

0.00

None

35.04K

FIRST TR EXCHANGE-TRADED FD

SOLE

CORE INVESTMENT

Shares923.27K

TypeSH

Market value$19.38M

1.27%

Sole

0.00

Shared

0.00

None

923.27K

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares86.60K

TypeSH

Market value$19.20M

1.26%

Sole

0.00

Shared

0.00

None

86.60K

FIRST TR EXCHNG TRADED FD VI

SOLE

TCW UNCONSTRAI

Shares736.09K

TypeSH

Market value$18.22M

1.20%

Sole

0.00

Shared

0.00

None

736.09K

ISHARES TR

SOLE

ISHS 5-10YR INVT

Shares344.68K

TypeSH

Market value$18.10M

1.19%

Sole

0.00

Shared

0.00

None

344.68K

FIRST TR EXCHANGE-TRADED FD

SOLE

SENIOR LN FD

Shares388.15K

TypeSH

Market value$17.72M

1.16%

Sole

0.00

Shared

0.00

None

388.15K

PRINCIPAL EXCHANGE TRADED FD

SOLE

ACTIVE HIGH YL

Shares929.54K

TypeSH

Market value$17.71M

1.16%

Sole

0.00

Shared

0.00

None

929.54K

INVESCO ACTIVELY MANAGED EXC

SOLE

ULTRA SHRT DUR

Shares349.32K

TypeSH

Market value$17.51M

1.15%

Sole

0.00

Shared

0.00

None

349.32K

ISHARES GOLD TR

SOLE

ISHARES NEW

Shares279.52K

TypeSH

Market value$16.48M

1.08%

Sole

0.00

Shared

0.00

None

279.52K

HOME DEPOT INC

SOLE

COM

Shares43.73K

TypeSH

Market value$16.03M

1.05%

Sole

0.00

Shared

0.00

None

43.73K

SPROTT PHYSICAL GOLD TR

SOLE

UNIT

Shares665.43K

TypeSH

Market value$16.01M

1.05%

Sole

0.00

Shared

0.00

None

665.43K

TJX COS INC NEW

SOLE

COM

Shares124.74K

TypeSH

Market value$15.19M

1.00%

Sole

0.00

Shared

0.00

None

124.74K

ORACLE CORP

SOLE

COM

Shares104.53K

TypeSH

Market value$14.61M

0.96%

Sole

0.00

Shared

0.00

None

104.53K

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares39.19K

TypeSH

Market value$14.53M

0.95%

Sole

0.00

Shared

0.00

None

39.19K

ALPHABET INC

SOLE

CAP STK CL A

Shares93.93K

TypeSH

Market value$14.53M

0.95%

Sole

0.00

Shared

0.00

None

93.93K

Issuer	Class	Shares	Type	Value / Portfolio %	None
MICROSOFT CORPSOLE	COM	163.88K	SH	$61.52M 4.04%	163.88K
APPLE INCSOLE	COM	200.47K	SH	$44.53M 2.92%	200.47K
AMAZON COM INCSOLE	COM	201.09K	SH	$38.26M 2.51%	201.09K
BROADCOM INCSOLE	COM	191.04K	SH	$31.99M 2.10%	191.04K
NVIDIA CORPORATIONSOLE	COM	257.33K	SH	$27.89M 1.83%	257.33K
ABBVIE INCSOLE	COM	129.70K	SH	$27.17M 1.78%	129.70K
FIDELITY MERRIMACK STR TRSOLE	TOTAL BD ETF	513.79K	SH	$23.45M 1.54%	513.79K
ABBOTT LABSSOLE	COM	176.73K	SH	$23.44M 1.54%	176.73K
FIRST TR EXCHANGE TRAD FD VISOLE	FST TR GLB FD	884.48K	SH	$22.57M 1.48%	884.48K
JPMORGAN CHASE & CO.SOLE	COM	85.63K	SH	$21.00M 1.38%	85.63K
META PLATFORMS INCSOLE	CL A	35.04K	SH	$20.20M 1.33%	35.04K
FIRST TR EXCHANGE-TRADED FDSOLE	CORE INVESTMENT	923.27K	SH	$19.38M 1.27%	923.27K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	86.60K	SH	$19.20M 1.26%	86.60K
FIRST TR EXCHNG TRADED FD VISOLE	TCW UNCONSTRAI	736.09K	SH	$18.22M 1.20%	736.09K
ISHARES TRSOLE	ISHS 5-10YR INVT	344.68K	SH	$18.10M 1.19%	344.68K
FIRST TR EXCHANGE-TRADED FDSOLE	SENIOR LN FD	388.15K	SH	$17.72M 1.16%	388.15K
PRINCIPAL EXCHANGE TRADED FDSOLE	ACTIVE HIGH YL	929.54K	SH	$17.71M 1.16%	929.54K
INVESCO ACTIVELY MANAGED EXCSOLE	ULTRA SHRT DUR	349.32K	SH	$17.51M 1.15%	349.32K
ISHARES GOLD TRSOLE	ISHARES NEW	279.52K	SH	$16.48M 1.08%	279.52K
HOME DEPOT INCSOLE	COM	43.73K	SH	$16.03M 1.05%	43.73K
SPROTT PHYSICAL GOLD TRSOLE	UNIT	665.43K	SH	$16.01M 1.05%	665.43K
TJX COS INC NEWSOLE	COM	124.74K	SH	$15.19M 1.00%	124.74K
ORACLE CORPSOLE	COM	104.53K	SH	$14.61M 0.96%	104.53K
VANGUARD INDEX FDSSOLE	GROWTH ETF	39.19K	SH	$14.53M 0.95%	39.19K
ALPHABET INCSOLE	CAP STK CL A	93.93K	SH	$14.53M 0.95%	93.93K

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