Cyndeo Wealth Partners, LLC
Q4 2025 13F-HR Holdings
Net value change ($000)
+56,218
(3.1%)
New positions
34
Sold out positions
30
Turnover %
4.4%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q3 2025
Methodology:
sector metrics are equities-only;
instrument mix chart is ex-options;
options exposure is shown separately.
Why this matters.
Top Adds (Value $000, Stocks/ETFs)
| PSLV | 8,703 | 53.4% |
| GOOGL | 8,158 | 34.3% |
| GSK | 7,783 | NEW |
| JNJ | 7,657 | 39.8% |
| UPS | 7,625 | 507.0% |
| BRTR | 6,768 | NEW |
| AEP | 6,701 | 1009.2% |
| DUK | 6,526 | 858.7% |
| LLY | 5,427 | 51.1% |
| AAPL | 5,058 | 9.7% |
Top Reduces (Value $000, Stocks/ETFs)
| ORCL | -9,291 | -31.9% |
| OMC | -8,365 | -92.9% |
| HSY | -7,236 | -100.0% |
| CNH INDL N V | -6,919 | -100.0% |
| BG | -6,614 | -100.0% |
| ASML | -3,691 | -94.3% |
| iSHARES TRUST | -3,589 | -100.0% |
| META | -3,468 | -14.2% |
| ABT | -3,465 | -14.7% |
| HD | -3,318 | -17.3% |
Instrument mix + QoQ Δ (ex-options)
How this table is calculated:
SEC
VALUE ($000) is used as reported.
For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received.
Column % is bucket-based:
non-options share is calculated inside non-option total, options share is calculated inside options total.
Details.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|