Long-term investor
Cyndeo Wealth Partners, LLC @cyndeowealthpartnersllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001950947).
Record
- Tracked since 2025-12-31 (257 days), 62 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +3.8%
- Max drawdown n/a · win rate 10% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- MSFT · 3.4% · long · since 2025-12-31
- AAPL · 3.2% · long · since 2025-12-31
- AVGO · 3.0% · long · since 2025-12-31
- NVDA · 3.0% · long · since 2025-12-31
- AMZN · 2.2% · long · since 2025-12-31
- ABBV · 1.6% · long · since 2025-12-31
- GOOGL · 1.6% · long · since 2025-12-31
- FTGC · 1.5% · long · since 2025-12-31
- VB · 1.5% · long · since 2025-12-31
- FBND · 1.4% · long · since 2025-12-31
- TSM · 1.4% · long · since 2025-12-31
- FTCB · 1.2% · long · since 2025-12-31