CYNDEO WEALTH PARTNERS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | UPS | 18K | $1.50M |
 | PANW | 16K | $3.24M |
 | LIN | 16K | $7.51M |
 | BRO | 16K | $1.46M |
 | AZN | 16K | $1.20M |
 | TT | 15K | $6.48M |
 | RXRX | 15K | $74.00K |
 | TD | 15K | $1.21M |
 | PGR | 15K | $3.71M |
 | CRM | 15K | $3.53M |
 | CVX | 15K | $2.28M |
 | SHEL | 15K | $1.05M |
 | INTC | 14K | $483.76K |
 | WFC | 14K | $1.20M |
 | PEP | 14K | $1.98M |
 | LLY | 14K | $10.63M |
 | IBM | 14K | $3.86M |
 | REZI | 14K | $589.45K |
 | CAT | 13K | $6.32M |
 | ARCC | 13K | $264.81K |
United Parcel Service, Inc.
UPS
Shares Held
18K
Value
$1.50M
Palo Alto Networks, Inc.
PANW
Shares Held
16K
Value
$3.24M
Linde plc
LIN
Shares Held
16K
Value
$7.51M
Brown & Brown, Inc.
BRO
Shares Held
16K
Value
$1.46M
AstraZeneca PLC
AZN
Shares Held
16K
Value
$1.20M
Trane Technologies plc
TT
Shares Held
15K
Value
$6.48M
Recursion Pharmaceuticals, Inc.
RXRX
Shares Held
15K
Value
$74.00K
The Toronto-Dominion Bank
TD
Shares Held
15K
Value
$1.21M
The Progressive Corporation
PGR
Shares Held
15K
Value
$3.71M
Salesforce, Inc.
CRM
Shares Held
15K
Value
$3.53M
Chevron Corporation
CVX
Shares Held
15K
Value
$2.28M
Shell plc
SHEL
Shares Held
15K
Value
$1.05M
Intel Corporation
INTC
Shares Held
14K
Value
$483.76K
Wells Fargo & Company
WFC
Shares Held
14K
Value
$1.20M
PepsiCo, Inc.
PEP
Shares Held
14K
Value
$1.98M
Eli Lilly and Company
LLY
Shares Held
14K
Value
$10.63M
International Business Machines Corporation
IBM
Shares Held
14K
Value
$3.86M
Resideo Technologies, Inc.
REZI
Shares Held
14K
Value
$589.45K
Caterpillar Inc.
CAT
Shares Held
13K
Value
$6.32M
Ares Capital Corporation
ARCC
Shares Held
13K
Value
$264.81K