Cyndeo Wealth Partners, LLC - Q12026 Holdings

Cyndeo Wealth Partners, LLC holds 478 stocks with a total portfolio value of $ 1.9B as of Q12026. In Q12026, Cyndeo Wealth Partners, LLC added 44 new positions, increased stakes in 240 stocks, reduced 159 holdings, and fully exited 43 positions. The largest holding is Microsoft Corp (MSFT), representing 3.75% of the total portfolio.