Cyndeo Wealth Partners, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
St. Petersburg, FL
CIK
0001950947
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 367 1,080,618 MSFT, AGG, AMZN, AAPL 13F-HR 1/12/2024 000195094724000001
Q3 2023 339 959,492 MSFT, AGG, FIXD, AMZN 13F-HR 10/10/2023 000195094723000005
Q2 2023 324 956,786 MSFT, AGG, FIXD, AAPL 13F-HR 7/27/2023 000195094723000004
Q1 2023 320 927,733 AGG, MSFT, FIXD, ABBV RESTATEMENT 4/25/2023 000195094723000003
Q4 2022 311 851,508 BND, MSFT, SPLV, AGG 13F-HR 1/25/2023 000195094723000001
Additional filings from Cyndeo Wealth Partners, LLC that have since been restated