Titelia

Holdings of Cyndeo Wealth Partners, LLC

412 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 24.6 % of the equity sleeve

Sector breakdown

  • Technology 20.6 %
  • Health care 8.3 %
  • Financials 6.9 %
  • Consumer discretionary 5.9 %
  • Communication 5.2 %
  • Industrials 3.8 %
  • Energy 3.1 %
  • Consumer staples 2.9 %
  • Utilities 2.7 %
  • Funds 2.7 %
  • Real estate 1.3 %
  • Materials 0.8 %
  • Unattributed 35.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 98.5 %
  • TW 1.2 %
  • GB 0.2 %
  • NL 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US4081.7B $98.52 %
2TW120.4M $1.18 %
3GB23.7M $0.21 %
4NL11.4M $0.08 %

Positions

RankCompanySharesValueWeight
201iShares National Muni Bond ETF 10,3331.1M $
202Cohen & Steers Infrastructure Fund Inc. 41,8541.1M $
203Norfolk Southern Corp 3,7191.1M $
204Vanguard Mega Cap Growth ETF 2,8991.1M $
205Colgate-Palmolive Co 12,2251M $
206Rockwell Automation Inc 2,8591M $
207iShares Core Dividend Growth ETF 14,5981M $
208Philip Morris International Inc. 6,1421M $
209Citizens Financial Services Inc 16,293996.3K $
210Jabil Inc 3,662972.7K $
211VanEck Semiconductor ETF 2,517965.1K $
212Digital Realty Trust Inc 5,345963.1K $
213First Trust Exchange-Traded Fund III 13,302935.9K $
2143M Co 6,374925.7K $
215FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II 10,153882.6K $
216iShares Trust 4,481859.4K $
217Vanguard World Fund 5,928859.3K $
218Illinois Tool Works Inc 3,282854.3K $
219JPMorgan Ultra-Short Municipal Income ETF 16,743853.6K $
220PIMCO Corporate & Income Strategy Fund 70,000833K $
221Fidelity Covington Trust 22,641814.2K $
222Invesco Exchange-Traded Fund T 14,797807.2K $
223McKesson Corp 924799.6K $
224GE Vernova Inc 908792.7K $
225UnitedHealth Group Inc 2,924791.1K $
22621Shares Ethereum ETF 75,377789.2K $
227iShares Trust 9,861784.5K $
228FLEXSHARES TR MORNING 8,334783.3K $
229Innovator U.S. Equity Power Bu 17,523781.9K $
230Innovator U.S. Equity Power Bu 16,947781.8K $
231Southern Co/The 8,054777.3K $
232Truist Financial Corp 16,880776K $
233Northrop Grumman Corp 1,136775.1K $
234First Trust Exchange-Traded Fund VIII 17,545764.8K $
235Grayscale Bitcoin Mini Trust E 25,440763K $
236Putnam Focused Large Cap Value ETF 15,971741.1K $
237iShares Trust 6,246739.8K $
238Advanced Micro Devices Inc 3,603733K $
239iShares Emerging Markets Equity Factor ETF 12,100731.2K $
240Ameriprise Financial Inc 1,635726.4K $
241Select Sector Spdr Trust 11,736719K $
242Slide Insurance Holdings Inc 39,677714.2K $
243Novartis AG 4,646709.7K $
244American Century ETF Trust 6,369703.6K $
245Citigroup Inc 6,171699.9K $
246ABRDN SILVER ETF TRUST 9,641690.4K $
247abrdn Healthcare Investors 38,308681.5K $
248Comfort Systems USA Inc 489674.8K $
249CME Group Inc 2,266669.3K $
250ConocoPhillips 5,061668.1K $
251Walt Disney Co/The 6,918666.8K $
252iShares Core S&P Small-Cap ETF 5,285656.9K $
253Schwab Strategic Trust 21,298649.6K $
254Waste Management Inc 2,759634K $
255Innovator U.S. Equity Power Bu 15,532622.8K $
256Amgen Inc 1,760619.2K $
257Marriott International Inc/MD 1,879614.6K $
258iShares MSCI USA Momentum Factor ETF 2,556613.4K $
259Constellation Energy Corp. 2,190611.5K $
260iShares Russell 2000 ETF 2,463610.8K $
261Fifth Third Bancorp 13,044606K $
262VANGUARD SCOTTSDALE FUNDS 6,462605.8K $
263Crowdstrike Holdings Inc 1,537600.2K $
264Dell Technologies Inc 3,597590.4K $
265iShares Trust 6,055588.7K $
266Phillips 66 3,210584.7K $
267Starbucks Corp 6,393572.7K $
268Danaher Corp 3,004569.5K $
269Moody's Corp 1,298566.3K $
270Cummins Inc 1,043560.9K $
271iShares U.S. Financials ETF 4,754559.4K $
272VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 2,595558K $
273iShares MSCI USA Value Factor ETF 3,916556.8K $
274iShares Trust 10,461549.8K $
275iShares Trust 5,228534.6K $
276Vertiv Holdings Co 2,114529.7K $
277CSX Corp 12,887529K $
278Ethereum Investment Trust 30,750524.9K $
279Regeneron Pharmaceuticals, Inc. 676522K $
280iShares Trust 5,787515K $
281iShares Trust 20,475514.9K $
282Alphatec Holdings Inc 46,841509.6K $
283iShares Preferred and Income S 16,695506.2K $
284Marathon Petroleum Corp 2,068504.9K $
285First Trust Rising Dividend Achievers ETF 7,368503.1K $
286Aflac Inc 4,584502.9K $
287T-Mobile US Inc 2,378499.5K $
288Energy Transfer LP 25,763497.2K $
289Salesforce Inc 2,642493.1K $
290ARK ETF Trust 7,289492.7K $
291CAPITAL GROUP CONSERVATIVE EQUITY ETF 16,458490.6K $
292Bank of New York Mellon Corp/The 4,123489.2K $
293Fair Isaac Corp 455485.7K $
294QUALCOMM Inc 3,757483.8K $
295iShares J.P. Morgan USD Emerging Markets Bond ETF 4,932463.3K $
296Resideo Technologies Inc 13,651460.2K $
297Robinhood Markets Inc 6,570455.3K $
298Allstate Corp/The 2,169449.6K $
299Janus Detroit Street Trust 8,923449.4K $
300L3Harris Technologies Inc 1,288444.6K $