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Cyndeo Wealth Partners, LLC

CIK:0001950947
Investment Adviser
$2B AUM
474 holdings
St. Petersburg, FL, US
Founded:2023
12 employees
cyndeowp.com
Latest filing:Sep 30, 2025

Cyndeo Wealth Partners, LLC is a registered investment adviser founded in St. Petersburg, Florida. The firm specializes in wealth management and investment advisory services, catering to high net worth individuals, families, and institutional clients. With a team of experienced professionals, Cyndeo Wealth Partners helps clients achieve financial goals through personalized portfolio management and strategic asset allocation. The firm is regulated by the SEC and reports regular holdings disclosures. Exact founding year and employee count are not publicly available, but their latest filings and address information indicate a professional and established presence in the Florida financial services market.

Investment Strategy

Cyndeo Wealth Partners employs a multi-asset investment strategy focused on public equities, emphasizing large-cap growth and technology leaders such as Microsoft, Broadcom, NVIDIA, Apple, and Amazon. Their approach balances portfolio concentration in blue-chip stocks and sector diversification, seeking long-term capital appreciation and risk management through fundamental analysis. The firm actively monitors macroeconomic trends and individual company performance, combining quantitative data and qualitative insights to guide security selection and portfolio rebalancing for their clients.

Latest 13F Filing Activity

Cyndeo Wealth Partners, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 469 equity positions with a total 13F market value of $2B. The fund increased holdings in Johnson & Johnson, Nvidia Corporation, Apple Inc. among other positions. Cyndeo Wealth Partners, LLC reduced exposure to Coca-cola Europacific Partne, Epr PPTYS, Nutrien LTD among others.

Top Buys
J
JNJJOHNSON & JOHNSON
+$9.5M
N
NVDANVIDIA CORPORATION
+$9.3M
A
AAPLAPPLE INC
+$9.2M
O
OMCOMNICOM GROUP INC
+$8.7M
S
SJMSMUCKER J M CO
+$8.5M
Top Sells
C
CCEPCOCA-COLA EUROPACIFIC PARTNE
-$13.1M
E
EPREPR PPTYS
-$9.4M
N
NTRNUTRIEN LTD
-$8.7M
C
CNACNA FINL CORP
-$7.3M
H
HCAHCA HEALTHCARE INC
-$5.1M

Top Holdings

M
MSFTMICROSOFT CORP
+4.8%$85.6M
A
AVGOBROADCOM INC
+3.3%$59.3M
N
NVDANVIDIA CORPORATION
+2.9%$52.5M
A
AAPLAPPLE INC
+2.9%$52.0M
A
AMZNAMAZON COM INC
+2.5%$45.1M

Equity Positions (469)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
M
MSFT
MICROSOFT CORP4.76%$85.6M165,198$298.59$517.95+$2.1M
A
AVGO
BROADCOM INC3.30%$59.3M179,765$89.23$329.91+$7.4M
N
NVDA
NVIDIA CORPORATION2.92%$52.5M281,570$82.46$186.58+$9.3M
A
AAPL
APPLE INC2.89%$52.0M204,022$174.79$254.63+$9.2M
A
AMZN
AMAZON COM INC2.51%$45.1M205,563$112.65$219.57+$17.3K

Industry Allocation

SEMICONDUCTORS & RELATED DEVICES
+8.3%
SERVICES-PREPACKAGED SOFTWARE
+8.2%
PHARMACEUTICAL PREPARATIONS
+5.8%
COMMODITY CONTRACTS BROKERS & DEALERS
+4.5%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+3.8%

Investment Team (1)

NameRoleLocationLinkedIn
Stephen Galiardo
Stephen Galiardo		Portfolio AnalystSaint Petersburg, FL , United States
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Team at Cyndeo Wealth Partners, LLC

Stephen Galiardo

Stephen Galiardo

Portfolio Analyst

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