Cyndeo Wealth Partners, LLC
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.
Top Holdings
Equity Positions (469)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 4.76% | $85.6M | 165,198 | $298.59 | $517.95 | +$2.1M |
A AVGO | BROADCOM INC | 3.30% | $59.3M | 179,765 | $89.23 | $329.91 | +$7.4M |
N NVDA | NVIDIA CORPORATION | 2.92% | $52.5M | 281,570 | $82.46 | $186.58 | +$9.3M |
A AAPL | APPLE INC | 2.89% | $52.0M | 204,022 | $174.79 | $254.63 | +$9.2M |
A AMZN | AMAZON COM INC | 2.51% | $45.1M | 205,563 | $112.65 | $219.57 | +$17.3K |