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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Cyndeo Wealth Partners, LLC

Quarter ended Q2 2023 · Filed April 21, 2023 · Accession 0001950947-23-000002

Total Value
$919.5M
Positions
314
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (314)

#IssuerTicker / CUSIPSharesValue% of Filing
1SOUTHSTATE CORPORATIONSSB21,001$47.4M5.16%
2ISHARES TR46435U697182,751$32.1M3.49%
3PEPSICO INC PEP12,398$23.8M2.59%
4UNITED STS COMMODITY INDEX FUNTCW10,064$21.8M2.37%
5DUKE ENERGY CORP NEW DUKB2,677$19.9M2.17%
6ISHARES TR46428746514,694$18.3M1.99%
7DIAGEO PLCDGEAF17,635$17.1M1.86%
8ISHARES TR4642894381,875$14.9M1.62%
9ADVANCED MICRO DEVICES INCAMD2,260$14.3M1.56%
10BARCLAYS BANK PLCVXZ95,215$14.1M1.54%
11VANGUARD STAR FDS92190976819,719$13.8M1.51%
12GSK PLCGLAXF13,529$12.6M1.37%
13BLOCK INCBSQKZ4,117$11.7M1.27%
14WP CAREY INC 92936U10949,848$11.0M1.20%
15DOLLAR GEN CORP NEW25667710513,306$10.8M1.18%
16VANGUARD INDEX FDS92290874466,032$10.6M1.15%
17SALESFORCE INC CRM9,951$9.4M1.02%
18VANGUARD INDEX FDS9229085957,272$9.1M0.99%
19FIRST TR EXCHNG TRADED FD VI33740F888583,510$9.0M0.98%
20BP PLC BPPFF27,976$8.9M0.96%
21ORACLE CORP ORCL-PD71,662$7.9M0.86%
22FIRST TR EXCHANGE-TRADED FD33738R845260,202$7.9M0.86%
23VANGUARD SCOTTSDALE FDS92206C4093,131$7.8M0.85%
24HIGH YLD MUNIETF92189H409151,125$7.7M0.84%
25RAYTHEON TECHNOLOGIES CORP RTX80,995$7.6M0.83%
26VANECK ETF TRUST92189F536420,120$7.6M0.82%
27ISHARES TR4642875988,323$7.6M0.82%
28EXXON MOBIL CORPXOM25,057$7.5M0.82%
29CVS HEALTH CORPCVS4,122$7.3M0.79%
30BOSTON SCIENTIFIC CORPBSX87,218$7.1M0.77%
31ASTRAZENECA PLCAZN14,095$7.1M0.77%
32VANGUARD INTL EQUITY INDEX F922042858189,180$7.1M0.77%
33ISHARES TR46435G4179,935$7.0M0.76%
34PROCTER AND GAMBLE CO74271810947,865$6.8M0.74%
35BLACKROCK MUNIYIELD FD INCBLK90,790$6.8M0.74%
36WALGREENS BOOTS ALLIANCE INC93142710810,565$6.7M0.73%
37INTERNATIONAL BUSINESS MACHS INTR40,132$6.7M0.72%
38OTIS WORLDWIDE CORP OTIS2,621$6.6M0.72%
39INTERPUBLIC GROUP COS INCINTR114,172$6.5M0.71%
40FIRST TR EXCHANGE TRADED FD33734X1762,642$6.5M0.70%
41LOCKHEED MARTIN CORP LMT5,651$6.4M0.69%
42LAZARD LTDLAZ105,322$6.2M0.67%
43NORTHERN LTS FD TR IVNTRSO14,676$6.0M0.66%
44PALO ALTO NETWORKS INCPANW6,552$5.9M0.65%
45MCDONALDS CORPMCD22,136$5.9M0.65%
46SELECT SECTOR SPDR TR81369Y8034,691$5.9M0.64%
47MERCK & CO INCMRK19,226$5.7M0.62%
48SPROTT PHYSICAL GOLD TRSII584,939$5.6M0.61%
49TRUIST FINL CORP89832Q10956,313$5.3M0.58%
50ISHARES TR4642886613,238$5.3M0.57%
51TESLA INCTSLA22,311$5.2M0.57%
52D R HORTON INC23331A10919,996$5.2M0.56%
53BOOKING HOLDINGS INC BKNG401$5.1M0.56%
54WASTE MGMT INC DEL 94106L1091,261$5.0M0.55%
55VANGUARD INDEX FDS9229086291,977$4.9M0.53%
56ALPS ETF TR00162Q45247,712$4.8M0.52%
57VANGUARD INDEX FDS9229083632,371$4.7M0.51%
58COMCAST CORP NEW CCZ11,684$4.7M0.51%
59ENTERGY CORP ENO36,919$4.7M0.51%
60HONEYWELL INTL INC43851610634,218$4.7M0.51%
61WELLS FARGO CO NEW 9497461018,020$4.7M0.51%
62NIKE INCNKE10,186$4.6M0.50%
63SHELL PLC RYDAF14,994$4.4M0.47%
64KIMBERLY-CLARK CORPKMB4,572$4.3M0.46%
65CF INDS HLDGS INC12526910011,110$4.1M0.45%
66COHEN & STEERS TOTAL RETURN RL19247R10310,000$4.1M0.45%
67VANGUARD TAX-MANAGED FDS92194385863,012$4.1M0.45%
68CAMPBELL SOUP COCPB74,522$4.1M0.44%
69VANECK ETF TRUST92189F6761,109$4.0M0.44%
70REPUBLIC SVCS INC 76075910017,890$4.0M0.44%
71ALPHABET INCGOOG74,146$4.0M0.43%
72AMERICAN ELEC PWR CO INC 02553710124,475$4.0M0.43%
73AXCELIS TECHNOLOGIES INCACLS1,589$3.9M0.43%
74DANAHER CORPORATION23585110216,231$3.9M0.43%
75SPDR GOLD TRGLD12,362$3.9M0.42%
76MONDELEZ INTL INC6092071054,548$3.9M0.42%
77PRUDENTIAL FINL INC PUKPF39,389$3.9M0.42%
78V F CORPVFC24,454$3.9M0.42%
79INVESCO EXCH TRADED FD TR IIIVZ3,000$3.8M0.41%
80NOVO-NORDISK A SNONOF1,821$3.8M0.41%
81CANADIAN PAC RY LTD13645T1004,613$3.7M0.41%
82ARCHER DANIELS MIDLAND CO ADM227,521$3.7M0.41%
83HUMANA INC HUM1,232$3.7M0.40%
84MACYS INC55616P104186,378$3.6M0.39%
85GLOBAL X FDS37954Y871298,128$3.6M0.39%
86INTUIT INTU489$3.5M0.38%
87DISCOVER FINL SVCS25470910817,320$3.5M0.38%
88CATERPILLAR INC CAT2,860$3.5M0.38%
89GENERAL DYNAMICS CORP GD929$3.4M0.37%
90BANK AMERICA CORP 06050510420,092$3.3M0.36%
91FIRST TR EXCH TRD ALPHDX FD33737J23240,371$3.3M0.35%
92AMAZON COM INCAMZN145,664$3.3M0.35%
93ONEOK INC NEW OKE48,895$3.2M0.35%
94EMERSON ELEC COEMR3,953$3.2M0.35%
95ADVENT CONV & INCOME FD 00764C10965,084$3.1M0.34%
96VANGUARD INDEX FDS92290876924,629$3.0M0.32%
97MICROSOFT CORP MSFT111,312$2.9M0.32%
98ISHARES TR46432F84212,362$2.9M0.31%
99SPDR INDEX SHS FDS78463X5097,996$2.9M0.31%
100CONOCOPHILLIPSCOP2,034$2.8M0.31%
101ISHARES GOLD TRIAU312,747$2.8M0.30%
102BOX INCBXCAP61,230$2.8M0.30%
103CADENCE DESIGN SYSTEM INC CDNS2,291$2.7M0.30%
104THERMO FISHER SCIENTIFIC INC TMO7,003$2.7M0.29%
105TORONTO DOMINION BK ONT TORO12,654$2.6M0.29%
106CISCO SYS INCCSCO68,377$2.6M0.28%
107BRISTOL-MYERS SQUIBB CO CELG-RI39,983$2.5M0.27%
108OMNICOM GROUP INCOMC4,429$2.5M0.27%
109ISHARES TR464287226475,930$2.5M0.27%
110VALMONT INDS INC 920253101877$2.5M0.27%
111IDEXX LABS INC 45168D104496$2.4M0.26%
112INTELLIA THERAPEUTICS INCNTLA5,502$2.4M0.26%
113REALTY INCOME CORP O7,476$2.3M0.25%
114COCA-COLA EUROPACIFIC PARTNERSCCEP69,243$2.3M0.25%
115SELECT SECTOR SPDR TR81369Y2092,040$2.3M0.25%
116SHERWIN WILLIAMS COSHW4,955$2.3M0.25%
117ABRDN SILVER ETF TRUSTSIVR26,202$2.2M0.24%
118LAUDER ESTEE COS INC5184391044,744$2.2M0.24%
119J P MORGAN EXCHANGE TRADED F46641Q3328,348$2.2M0.24%
120ISHARES TR46429B747149,924$2.1M0.23%
121FIRST TR EXCHANGE-TRADED FD33738R6058,637$2.1M0.23%
122ABRDN AUSTRALIA EQUITY FD INC00301110311,408$2.1M0.23%
123PROLOGIS INC. PLDGP17,893$2.0M0.22%
124SPDR SER TR78464A81317,554$2.0M0.22%
125HOME DEPOT INCHD30,053$2.0M0.22%
126ISHARES TR46428868718,520$2.0M0.22%
127BRITISH AMERN TOB PLC11044810712,429$2.0M0.21%
128BROADCOM INCAVGO17,196$2.0M0.21%
129CALAMOS STRATEGIC TOTAL RETURNCSQ20,818$2.0M0.21%
130ENTERPRISE PRODS PARTNERS L P29379210791,617$1.9M0.21%
131AMERICAN TOWER CORP NEW 03027X1005,669$1.9M0.20%
132VISA INCV30,090$1.9M0.20%
133SPDR S&P 500 ETF TRSPY13,953$1.9M0.20%
134NUVEEN TAXABLE MUNICPAL INM FD NU11,083$1.8M0.20%
135BLACKROCK MULTI SECTOR INC TR BLK248,504$1.8M0.20%
136ISHARES TR4642872423,192$1.8M0.19%
137ALPHABET INC GOOG33,268$1.7M0.19%
138META PLATFORMS INC META6,106$1.7M0.19%
139INTUITIVE SURGICAL INCISRG13,420$1.7M0.19%
140FIRST TR EXCHANGE TRADED FD33734X1195,264$1.7M0.18%
141TEKLA HEALTHCARE INVSHQH63,993$1.7M0.18%
142PARKER-HANNIFIN CORPPH3,686$1.6M0.18%
143KRAFT HEINZ COKHC97,239$1.6M0.18%
144KELLOGG CO BEKE56,760$1.6M0.17%
145CANOPY GROWTH CORP CGC15,925$1.5M0.17%
146INVITAE CORP 46185L10335,824$1.5M0.17%
147VANGUARD SPECIALIZED FUNDS9219088441,446$1.5M0.16%
148CASEYS GEN STORES INC 1475281032,717$1.5M0.16%
149VANECK ETF TRUST92189F10665,449$1.5M0.16%
150ANSYS INC03662Q105622$1.5M0.16%
151PIMCO CORPORATE & INCM STRG FD72200U100148,645$1.5M0.16%
152EATON VANCE LTD DURATION INCOM ETN801,892$1.4M0.15%
153FEDERAL AGRIC MTG CORP3131483064,080$1.4M0.15%
154SAREPTA THERAPEUTICS INC SRPT16,604$1.3M0.14%
155VANECK ETF TRUST92189F7261,300$1.3M0.14%
156BOEING COBA-PA4,033$1.3M0.14%
157MARSH & MCLENNAN COS INC 57174810230,731$1.3M0.14%
158NEXTERA ENERGY INCNEE-PW63,096$1.2M0.14%
159COSTCO WHSL CORP NEW22160K1056,003$1.2M0.14%
160PHILIP MORRIS INTL INC71817210940,322$1.2M0.13%
161FIRST TR EXCHANGE TRADED FD33734X16899,154$1.2M0.13%
162INVESCO SR INCOME TRIVZ21,006$1.2M0.13%
163PHILLIPS 66PSX39,835$1.2M0.13%
164AAM LW DUR PFD26922A198657,592$1.1M0.12%
165CHUBB LIMITED CB2,802$1.1M0.12%
166INVESCO DB COMMDY INDX TRCKIVZ24,462$1.1M0.12%
167AIR PRODS & CHEMS INC AIIR1,022$1.1M0.12%
168ISHARES INC46428682243,100$1.1M0.12%
169RAYMOND JAMES FINL INC 7547301094,835$1.1M0.12%
170FIRST TR EXCHANGE TRADED FD33734X12718,006$1.1M0.12%
171VANGUARD MUN BD FDS9229077465,156$1.1M0.11%
172ABBOTT LABS ABLZF124,328$1.0M0.11%
173ISHARES TR46435U259185,397$978,3340.11%
174VANGUARD SCOTTSDALE FDS92206C7302,662$975,9930.11%
175FIRST TR EXCHANGE TRAD FD VI33739H101139,604$960,5720.10%
176VANGUARD INDEX FDS92290873642,536$912,3500.10%
177MASTERCARD INCORPORATEDMA1,135$892,7310.10%
178LYONDELLBASELL INDUSTRIES N VLYB5,353$891,5700.10%
179DEERE & CODE514$866,1040.09%
180S&P GLOBAL INC SPGI2,055$863,2930.09%
181GOLDMAN SACHS GROUP INCGSCE3,589$862,7550.09%
182BERKSHIRE HATHAWAY INC DELBRK-A3$856,7970.09%
183UNITEDHEALTH GROUP INCUNH15,960$853,0700.09%
184CME GROUP INCCME2,115$850,6100.09%
185NOVARTIS AGNVSEF6,494$826,4150.09%
186OREILLY AUTOMOTIVE INC67103H1074,690$813,1660.09%
187TOTALENERGIES SETTE48,773$805,3640.09%
188CDW CORPCDW1,161$799,6480.09%
189TEUCRIUM COMMODITY TRWEAT19,815$777,8280.08%
190BERKSHIRE HATHAWAY INC DELBRK-A1,154$766,5010.08%
191CROWN CASTLE INC CCI2,505$757,9750.08%
192ISHARES TR464287200670$752,3710.08%
193CHEVRON CORP NEW CVX17,573$730,7200.08%
194ABBVIE INC ABBV136,969$708,4960.08%
195INVESCO QQQ TRIVZ846$708,3880.08%
1963M CO MMM4,324$703,3330.08%
197ISHARES TR4642876553,194$674,6180.07%
198NUVEEN NASDAQ 100 DYNAMIC OVER 67069910729,379$654,4820.07%
199GLOBAL X FDS37954Y84810,008$614,6090.07%
200FIRST TR EXCHNG TRADED FD VI33740F805528,754$613,5970.07%
201NORTHERN LTS FD TR IVNTRSO6,875$605,5280.07%
202ANALOG DEVICES INC ADI33,597$598,0870.07%
203PIONEER NAT RES CO7237871071,674$597,4430.06%
204JOHNSON & JOHNSONJNJ69,937$593,5590.06%
205ISHARES INC46434G10317,694$588,1290.06%
206MARRIOTT INTL INC NEW 5719032021,923$580,7280.06%
207UNION PAC CORP UNP23,251$578,1940.06%
208NUVEEN QUALITY MUNCP INCOME FD NU47,743$578,1290.06%
209TJX COS INC NEW 87254010949,891$574,6390.06%
210CATALYST PHARMACEUTICALS INCCPRX100,000$569,8100.06%
211FIRST TR EXCHANGE-TRADED FD33738R852207,219$560,2360.06%
212ROCKWELL AUTOMATION INCROK5,021$550,4770.06%
213VERIZON COMMUNICATIONS INC VZ36,418$544,1640.06%
214AMERIPRISE FINL INC 03076C10612,577$543,4150.06%
215WILLIAMS COS INC 969457100122,312$522,6580.06%
216ISHARES TR4642876637,084$514,6560.06%
217ISHARES TR33734X150120,925$502,6340.05%
218NXP SEMICONDUCTORS N V NXPI1,319$499,9320.05%
219MAGELLAN MIDSTREAM PRTNRS LP5590801064,058$496,0190.05%
220FAIR ISAAC CORPFICO597$495,1260.05%
221APPLE INCAAPL110,728$481,3620.05%
222CITIGROUP INC C-PR4,492$481,3160.05%
223ISHARES INC46428681459,498$473,3490.05%
224INVESCO EXCH TRADED FD TR IIIVZ319,626$455,8010.05%
225MORGAN STANLEY MS-PQ20,237$454,5000.05%
226DISNEY WALT CO 25468710610,405$450,9600.05%
227VOYA INFRASTRUCTURE INDLS & MT 92912X10121,525$442,9450.05%
228REGIONS FINANCIAL CORP NEW RF-PF10,375$436,5060.05%
229ISHARES TR464287176155,085$435,1530.05%
230NVIDIA CORPORATIONNVDA8,997$425,8230.05%
231AUTOMATIC DATA PROCESSING INCADP9,009$419,5060.05%
232NORTHERN TR CORPNTRSO3,016$417,8320.05%
233VANGUARD INDEX FDS9229087516,704$417,0840.05%
234MCKESSON CORPMCK5,234$412,4700.04%
235TEXAS INSTRS INC 88250810438,030$406,1250.04%
236INTEL CORPINTC34,023$405,0650.04%
237ISHARES TR464287762733$399,7820.04%
238INVESCO EXCHANGE TRADED FD TIVZ123,947$391,0770.04%
239VANGUARD WHITEHALL FDS9219464063,213$389,3450.04%
240WALMART INCWMT6,515$381,0060.04%
241IBONDS DEC 2546435U432178,642$365,3450.04%
242ISHARES TR4642878042,968$356,3210.04%
243METLIFE INCMET-PF89,164$354,9020.04%
244LINDE PLCLIN14,767$352,6280.04%
245PFIZER INC PFE51,330$349,9300.04%
246PIMCO DYNAMIC INCOME FD72201Y10195,191$345,7250.04%
247ILLINOIS TOOL WKS INC4523081093,667$344,4640.04%
248FIRST TR SML CP CORE ALPHA F33734Y1096,143$343,5680.04%
249FLOWERS FOODS INCFLO136,699$341,8980.04%
250TARGET CORP TGT2,452$338,9720.04%
251SELECT SECTOR SPDR TR81369Y5064,062$337,3520.04%
252AT&T INCT-PC41,540$336,4550.04%
253NASDAQ INCNDAQ29,828$335,2690.04%
254THERATECHNOLOGIES INC88338H100416,484$327,9540.04%
255SPROTT PHYSICAL SILVER TR SII849,532$326,7530.04%
256MUNI HI INCM ETF33739P30117,342$320,6520.03%
257UNITED PARCEL SERVICE INCUPS27,528$319,2950.03%
258FIRST TR NASDAQ 100 TECH IND33734510245,558$317,0810.03%
259COHEN & STEERS INFRASTRUCTURE 19248A10944,001$310,7940.03%
260MARATHON PETE CORPMARA35,049$307,4460.03%
261SCHLUMBERGER LTDSLB60,053$306,3040.03%
262ISHARES TR46434V40777,589$299,7880.03%
263NEWMONT CORPNEMCL71,378$293,9810.03%
264LILLY ELI & COLLY5,905$293,5290.03%
265ISHARES TR46429B26739,023$291,8780.03%
266DIAMONDBACK ENERGY INCFANG14,493$291,4520.03%
267HEWLETT PACKARD ENTERPRISE COHPE-PC242,173$291,3880.03%
268MEDTRONIC PLCMDT10,551$291,2400.03%
269AMERICAN INTL GROUP INC 02687478430,158$289,7940.03%
270ISHARES TR46428952954,410$286,9590.03%
271STARBUCKS CORPSBUX56,907$282,6320.03%
272VANGUARD BD INDEX FDS92193783520,221$280,0090.03%
273ISHARES TR46435G318185,568$279,4580.03%
274FIRST TR EXCHANGE TRADED FD33734X1432,137$277,9120.03%
275LULULEMON ATHLETICA INC LULU612$275,4240.03%
276JPMORGAN CHASE & COVYLD48,989$272,9030.03%
277SIRIUS XM HOLDINGS INCSIRI18,000$271,5010.03%
278ACCENTURE PLC IRELAND ACN14,357$265,8000.03%
279FIRST TR EXCHANGE-TRADED FD33738R787123,073$264,0540.03%
280HENRY SCHEIN INCHSIC4,022$263,2820.03%
281QUALCOMM INCQCOM4,532$263,1300.03%
282BLACKROCK INC BLK3,922$261,2030.03%
283HUNTINGTON BANCSHARES INCHBANP12,994$260,4940.03%
284FIDELITY NATL INFORMATION SVCS 31620M10612,417$258,2700.03%
285EOG RES INC EOG32,561$250,9960.03%
286NORTHROP GRUMMAN CORP NOC847$248,0400.03%
287EASTGROUP PPTYS INC2772761012,133$245,9610.03%
288ADOBE SYSTEMS INCORPORATEDADBE1,989$238,6760.03%
289F45 TRAINING HLDGS INC30322L10159,322$232,8900.03%
290ISHARES TR46428723431,519$229,7920.02%
291FIRST TR EXCHANGE-TRADED FD33738D309316,326$226,2670.02%
292ISHARES TR46428851327,462$222,8840.02%
293FIRST TR EXCH TRD ALPHDX FD33737J17410,153$222,6840.02%
294ISHARES TR4642874994,445$221,5030.02%
295APPLIED MATLS INC 03822210514,014$221,2120.02%
296REGENERON PHARMACEUTICALS REGN748$220,1870.02%
297PRINCIPAL FINANCIAL GROUP INC PFG4,314$218,0110.02%
298SOUTHERN COSOMN55,762$217,6010.02%
299ISHARES TR4642876148,047$216,0830.02%
300LOWES COS INC5486611074,266$212,2200.02%
301SSGA ACTIVE ETF TR78467V6086,347$212,0070.02%
302ISHARES TR46434V61333,030$211,7340.02%
303IRON MTN INC DEL 46284V10135,257$210,7170.02%
304ALTRIA GROUP INC MO51,334$210,6300.02%
305CSX CORPCSX9,819$207,7160.02%
306BLACKSTONE INCBX20,878$207,0020.02%
307SEAGATE TECHNOLOGY HLDNGS PLCSE8,977$205,7050.02%
308GENERAL MLS INC3703341044,678$205,0600.02%
309ALPHATEC HLDGS INCATEC46,841$201,7930.02%
310COCA COLA COKO109,513$200,1530.02%
311NUVEEN MUNICIPAL CREDIT INC FDNU28,931$121,2000.01%
312COHEN & STEERS QUALITY INCOME19247L106122,572$68,8140.01%
313COLGATE PALMOLIVE CO CL11,525$48,3620.01%
314ISHARES INC46428664086,194$27,8690.00%