| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 4 | Q3 2023 | 3.8% |
| ISHARES TR | 4 | Q3 2023 | 5.1% |
| FIRST TR EXCHNG TRADED FD VI | 4 | Q3 2023 | 2.6% |
| ABBVIE INC | 4 | Q3 2023 | 2.4% |
| APPLE INC | 4 | Q3 2023 | 2.1% |
| INVESCO EXCH TRADED FD TR II | 4 | Q3 2023 | 2.3% |
| AMAZON COM INC | 4 | Q3 2023 | 2.1% |
| ISHARES TR | 4 | Q3 2023 | 1.8% |
| ABBOTT LABS | 4 | Q3 2023 | 1.5% |
| ISHARES TR | 4 | Q3 2023 | 1.6% |
View Cyndeo Wealth Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-17 |
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-27 |
| 13F-HR/A | 2023-04-25 |
| 13F-HR | 2023-04-21 |
| 13F-HR | 2023-01-25 |
View Cyndeo Wealth Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.