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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 (Amended)

Cyndeo Wealth Partners, LLC

Quarter ended Q2 2023 · Filed April 25, 2023 · Accession 0001950947-23-000003

Total Value
$927.7M
Positions
320
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (320)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287226475,930$47.4M5.11%
2MICROSOFT CORPMSFT111,312$32.1M3.46%
3FIRST TR EXCHNG TRADED FD VI33740F805528,754$23.8M2.57%
4ABBVIE INCABBV136,969$21.8M2.35%
5INVESCO EXCH TRADED FD TR IIIVZ319,626$19.9M2.15%
6APPLE INCAAPL110,728$18.3M1.97%
7ISHARES TR464287176155,085$17.1M1.84%
8AMAZON COM INCAMZN145,664$15.0M1.62%
9ISHARES TR46429B747149,924$14.9M1.60%
10FIRST TR EXCHANGE-TRADED FD33738D309316,326$14.3M1.54%
11FIRST TR EXCHNG TRADED FD VI33740F888583,510$14.1M1.52%
12ETF SER SOLUTIONS26922A198657,592$13.8M1.49%
13ABBOTT LABSABLZF124,328$12.6M1.36%
14ISHARES GOLD TRIAU312,747$11.7M1.26%
15BROADCOM INCAVGO17,196$11.0M1.19%
16JOHNSON & JOHNSONJNJ69,937$10.8M1.17%
17VANGUARD INDEX FDS92290873642,536$10.6M1.14%
18INVESCO EXCHANGE TRADED FD TIVZ123,947$9.4M1.01%
19VANGUARD INDEX FDS92290874466,032$9.1M0.98%
20SPROTT PHYSICAL GOLD TR SII584,939$9.0M0.97%
21HOME DEPOT INCHD30,053$8.9M0.96%
22RAYTHEON TECHNOLOGIES CORPRTX80,995$7.9M0.85%
23EATON VANCE LTD DURATION INCETN801,892$7.9M0.85%
24VANECK ETF TRUST92189H409151,125$7.8M0.84%
25ALPHABET INCGOOG74,146$7.7M0.83%
26VANGUARD INTL EQUITY INDEX F922042858189,180$7.6M0.82%
27VANECK ETF TRUST92189F536420,120$7.6M0.82%
28UNITEDHEALTH GROUP INCUNH15,960$7.5M0.81%
29BARCLAYS BANK PLCVXZ95,215$7.3M0.79%
30PROCTER AND GAMBLE CO74271810947,865$7.1M0.77%
31SPROTT PHYSICAL SILVER TR SII849,532$7.1M0.76%
32TEXAS INSTRS INC88250810438,030$7.1M0.76%
33FIRST TR EXCHANGE-TRADED FD33738R845260,202$7.0M0.76%
34COCA COLA COKO109,513$6.8M0.73%
35VISA INC V30,090$6.8M0.73%
36FIRST TR EXCHANGE TRADED FD33734X150120,925$6.7M0.72%
37ORACLE CORPORCL-PD71,662$6.7M0.72%
38ANALOG DEVICES INCADI33,597$6.6M0.71%
39HONEYWELL INTL INC43851610634,218$6.5M0.70%
40FIRST TR EXCHANGE TRADED FD33734X16899,154$6.5M0.70%
41JPMORGAN CHASE & COVYLD48,989$6.4M0.69%
42MCDONALDS CORPMCD22,136$6.2M0.67%
43FIRST TR EXCHANGE-TRADED FD33738R787123,073$6.0M0.65%
44FIRST TR NASDAQ 100 TECH IND33734510245,558$5.9M0.64%
45GLOBAL X FDS37954Y871298,128$5.9M0.64%
46STARBUCKS CORP SBUX56,907$5.9M0.64%
47SPDR S&P 500 ETF TRSPY13,953$5.7M0.62%
48FIRST TR EXCHANGE-TRADED FD33738R852207,219$5.6M0.60%
49UNITED PARCEL SERVICE INCUPS27,528$5.3M0.58%
50INTERNATIONAL BUSINESS MACHSINTR40,132$5.3M0.57%
51LINDE PLCLIN14,767$5.2M0.57%
52METLIFE INCMET-PF89,164$5.2M0.56%
53MARSH & MCLENNAN COS INC57174810230,731$5.1M0.55%
54VANGUARD INDEX FDS92290876924,629$5.0M0.54%
55NEXTERA ENERGY INCNEE-PW63,096$4.9M0.52%
56ISHARES TR46435U432178,642$4.8M0.51%
57ISHARES TR46435U259185,397$4.7M0.51%
58ISHARES TR46435U697182,751$4.7M0.51%
59MARATHON PETE CORPMARA35,049$4.7M0.51%
60ISHARES TR46435G318185,568$4.7M0.51%
61UNION PAC CORPUNP23,251$4.7M0.50%
62TESLA INCTSLA22,311$4.6M0.50%
63BOSTON SCIENTIFIC CORPBSX87,218$4.4M0.47%
64INTERPUBLIC GROUP COS INCINTR114,172$4.3M0.46%
65ACCENTURE PLC IRELAND ACN14,357$4.1M0.44%
66COCA-COLA EUROPACIFIC PARTNECCEP69,243$4.1M0.44%
67CAMPBELL SOUP COCPB74,522$4.1M0.44%
68DANAHER CORPORATION23585110216,231$4.1M0.44%
69PHILLIPS 66PSX39,835$4.0M0.44%
70THERMO FISHER SCIENTIFIC INCTMO7,003$4.0M0.44%
71OREILLY AUTOMOTIVE INC67103H1074,690$4.0M0.43%
72ENTERGY CORP NEWENO36,919$4.0M0.43%
73PHILIP MORRIS INTL INC71817210940,322$3.9M0.42%
74TJX COS INC NEW87254010949,891$3.9M0.42%
75SOUTHERN COSOMN55,762$3.9M0.42%
76WP CAREY INC92936U10949,848$3.9M0.42%
77HEWLETT PACKARD ENTERPRISE COHPE-PC242,173$3.9M0.42%
78AMERIPRISE FINL INC03076C10612,577$3.9M0.42%
79KELLOGG COBEKE56,760$3.8M0.41%
80KRAFT HEINZ COKHC97,239$3.8M0.41%
81FLOWERS FOODS INCFLO136,699$3.7M0.40%
82EOG RES INCEOG32,561$3.7M0.40%
83WILLIAMS COS INC969457100122,312$3.7M0.39%
84BLACKROCK MULTI SECTOR INC TBLK248,504$3.6M0.39%
85CISCO SYS INCCSCO68,377$3.6M0.39%
86NEWMONT CORPNEMCL71,378$3.5M0.38%
87LAZARD LTDLAZ105,322$3.5M0.38%
88ALPHABET INCGOOG33,268$3.5M0.37%
89INTUITIVE SURGICAL INCISRG13,420$3.4M0.37%
90FIRST TR EXCHANGE TRAD FD VI33739H101139,604$3.3M0.35%
91MACYS INC55616P104186,378$3.3M0.35%
92PRUDENTIAL FINL INCPUKPF39,389$3.3M0.35%
93ISHARES TR46434V40777,589$3.2M0.35%
94DIAGEO PLCDGEAF17,635$3.2M0.34%
95ONEOK INC NEWOKE48,895$3.1M0.33%
96COSTCO WHSL CORP NEW22160K1056,003$3.0M0.32%
97SCHLUMBERGER LTDSLB60,053$2.9M0.32%
98TOTALENERGIES SE TTE48,773$2.9M0.31%
99CHEVRON CORP NEWCVX17,573$2.9M0.31%
100VANGUARD TAX-MANAGED FDS92194385863,012$2.8M0.31%
101DOLLAR GEN CORP NEW 25667710513,306$2.8M0.30%
102BRISTOL-MYERS SQUIBB COCELG-RI39,983$2.8M0.30%
103EXXON MOBIL CORPXOM25,057$2.7M0.30%
104LOCKHEED MARTIN CORPLMT5,651$2.7M0.29%
105BLACKROCK INCBLK3,922$2.6M0.28%
106ISHARES INC46428682243,100$2.6M0.28%
107ISHARES INC46428681459,498$2.5M0.27%
108NVIDIA CORPORATIONNVDA8,997$2.5M0.27%
109ISHARES INC46428664086,194$2.5M0.27%
110FIRST TR EXCH TRD ALPHDX FD33737J23240,371$2.5M0.27%
111REPUBLIC SVCS INC76075910017,890$2.4M0.26%
112ENTERPRISE PRODS PARTNERS L 29379210791,617$2.4M0.26%
113ALTRIA GROUP INCMO51,334$2.3M0.25%
114SAREPTA THERAPEUTICS INCSRPT16,604$2.3M0.25%
115SPDR GOLD TRGLD12,362$2.3M0.24%
116PEPSICO INC PEP12,398$2.3M0.24%
117ISHARES TR46428952954,410$2.2M0.24%
118PROLOGIC INC.PLDGP17,893$2.2M0.24%
119AMERICAN ELEC PWR CO INC02553710124,475$2.2M0.24%
120VANECK ETF TRUST92189F10665,449$2.1M0.23%
121PFIZER INCPFE51,330$2.1M0.23%
122ISHARES TR46428851327,462$2.1M0.22%
123MERCK & CO INCMRK19,226$2.0M0.22%
124LILLY ELI & COLLY5,905$2.0M0.22%
125AUTOMATIC DATA PROCESSING INCADP9,009$2.0M0.22%
126SALESFORCE INCCRM9,951$2.0M0.21%
127ISHARES TR4642876148,047$2.0M0.21%
128DIAMONDBACK ENERGY INCFANG14,493$2.0M0.21%
129D R HORTON INC23331A10919,996$2.0M0.21%
130TRUIST FINL CORP 89832Q10956,313$1.9M0.21%
131IRON MTN INC DEL46284V10135,257$1.9M0.20%
132PIMCO CORPORATE & INCM STRG 72200U100148,645$1.9M0.20%
133MCKESSON CORPMCK5,234$1.9M0.20%
134ALPS ETF TR00162Q45247,712$1.8M0.20%
135BLACKSTONE INCBX20,878$1.8M0.20%
136MORGAN STANLEYMS-PQ20,237$1.8M0.19%
137APPLIED MATLS INC03822210514,014$1.7M0.19%
138PIMCO DYNAMIC INCOME FD 72201Y10195,191$1.7M0.18%
139DISCOVER FINL SVCS25470910817,320$1.7M0.18%
140SPDR S&P MIDCAP 400 ETF TRMDY3,708$1.7M0.18%
141CATALYST PHARMACEUTICALS INCCPRX100,000$1.7M0.18%
142BOX INCBXCAP61,230$1.6M0.18%
143NASDAQ INCNDAQ29,828$1.6M0.18%
144VANGUARD INDEX FDS9229085957,272$1.6M0.17%
145ISHARES TR46434V61333,030$1.5M0.16%
146AMERICAN INTL GROUP INC02687478430,158$1.5M0.16%
147SOUTHSTATE CORPORATIONSSB21,001$1.5M0.16%
148VANGUARD BD INDEX FDS92193783520,221$1.5M0.16%
149SPDR SER TR 78464A81317,554$1.5M0.16%
150ROCKWELL AUTOMATION INC ROK5,021$1.5M0.16%
151COHEN & STEERS QUALITY INCOM19247L106122,572$1.5M0.16%
152VERIZON COMMUNICATIONS INCVZ36,418$1.4M0.15%
153BERKSHIRE HATHAWAY INC DELBRK-A3$1.4M0.15%
154PALO ALTO NETWORKS INCPANW6,552$1.3M0.14%
155META PLATFORMS INCMETA6,106$1.3M0.14%
156VANGUARD INDEX FDS9229087516,704$1.3M0.14%
157ISHARES TR4642875988,323$1.3M0.14%
158NIKE INCNKE10,186$1.2M0.13%
159ISHARES TR46428723431,519$1.2M0.13%
160PARKER-HANNIFIN CORPPH3,686$1.2M0.13%
161GOLDMAN SACHS GROUP INCGSCE3,589$1.2M0.13%
162LAUDER ESTEE COS INC5184391044,744$1.2M0.13%
163AMERICAN TOWER CORP NEW03027X1005,669$1.2M0.12%
164TEKLA HEALTHCARE INVS HQH63,993$1.1M0.12%
165SHERWIN WILLIAMS COSHW4,955$1.1M0.12%
166INTEL CORPINTC34,023$1.1M0.12%
167VANGUARD STAR FDS92190976819,719$1.1M0.12%
168COHEN & STEERS INFRASTRUCTUR19248A10944,001$1.1M0.12%
169BOOKING HOLDINGS INCBKNG401$1.1M0.11%
170BP PLCBPPFF27,976$1.1M0.11%
171ISHARES TR46428746514,694$1.1M0.11%
172DISNEY WALT CO25468710610,405$1.0M0.11%
173ASTRAZENECA PLCAZN14,095$978,3340.11%
174BLACKROCK MUNIYIELD FD INCBLK90,790$975,9930.11%
175WALMART INCWMT6,515$960,5720.10%
176ISHARES TR46429B26739,023$912,3500.10%
177ILLINOIS TOOL WKS INC 4523081093,667$892,7310.10%
178VANGUARD INDEX FDS9229083632,371$891,5700.10%
179COLGATE PALMOLIVE COCL11,525$866,1040.09%
180ISHARES INC46434G10317,694$863,2930.09%
181SHELL PLC RYDAF14,994$862,7550.09%
182BOEING COBA-PA4,033$856,7970.09%
183LOWES COS INC5486611074,266$853,0700.09%
184MEDTRONIC PLCMDT10,551$850,6100.09%
185ISHARES TR46432F84212,362$826,4150.09%
186FIRST TR EXCH TRADED FD III33739P30117,342$813,1660.09%
187CF INDS HLDGS INC12526910011,110$805,3640.09%
188AT&T INCT-PC41,540$799,6480.09%
189NORFOLK SOUTHN CORP6558441083,669$777,8280.08%
190ADOBE SYSTEMS INCORPORATEDADBE1,989$766,5010.08%
191TORONTO DOMINION BK ONT TORO12,654$757,9750.08%
192ADVENT CONV & INCOME FD00764C10965,084$752,3710.08%
193ALPHATEC HLDGS INCATEC46,841$730,7200.08%
194S&P GLOBAL INCSPGI2,055$708,4960.08%
195SELECT SECTOR SPDR TR81369Y8034,691$708,3880.08%
196NUVEEN NASDAQ 100 DYNAMIC OV67069910729,379$703,3330.08%
197FIDELITY NATL INFORMATION SV31620M10612,417$674,6180.07%
198CATERPILLAR INCCAT2,860$654,4820.07%
199REGENERON PHARMACEUTICALSREGN748$614,6090.07%
200KIMBERLY-CLARK CORPKMB4,572$613,5970.07%
201ABRDN SILVER ETF TRUSTSIVR26,202$605,5280.07%
202HUMANA INCHUM1,232$598,0870.06%
203NOVARTIS AG NVSEF6,494$597,4430.06%
204SEAGATE TECHNOLOGY HLDNGS PLSE8,977$593,5590.06%
205CASEYS GEN STORES INC1475281032,717$588,1290.06%
206INVESCO DB COMMDY INDX TRCKIVZ24,462$580,7280.06%
207ISHARES TR46428868718,520$578,1940.06%
208QUALCOMM INCQCOM4,532$578,1290.06%
209BANK AMERICA CORP06050510420,092$574,6390.06%
210ISHARES TR4642876553,194$569,8100.06%
211V F CORPVFC24,454$560,2360.06%
212NUVEEN QUALITY MUNCP INCOME NU47,743$550,4770.06%
213CHUBB LIMITEDCB2,802$544,1640.06%
214FEDERAL AGRIC MTG CORP3131483064,080$543,4150.06%
215ISHARES TR4642876637,084$522,6580.06%
216FIRST TR EXCH TRD ALPHDX FD33737J17410,153$514,6560.06%
217LYONDELLBASELL INDUSTRIES NLYB5,353$502,6340.05%
218TEUCRIUM COMMODITY TRWEAT19,815$499,9320.05%
219VANGUARD SCOTTSDALE FDS92206C7302,662$496,0190.05%
220FIRST TR SML CP CORE ALPHA F33734Y1096,143$495,1260.05%
221GSK PLCGLAXF13,529$481,3620.05%
222CADENCE DESIGN SYSTEM INCCDNS2,291$481,3160.05%
223REALTY INCOME CORPO7,476$473,3490.05%
224J P MORGAN EXCHANGE TRADED F46641Q3328,348$455,8010.05%
2253M COMMM4,324$454,5000.05%
226RAYMOND JAMES FINL INC7547301094,835$450,9600.05%
227COMCAST CORP NEWCCZ11,684$442,9450.05%
228BRITISH AMERN TOB PLC11044810712,429$436,5060.05%
229ISHARES TR46435G4179,935$435,1530.05%
230ARCHER DANIELS MIDLAND COADM227,521$425,8230.05%
231FAIR ISAAC CORPFICO597$419,5060.05%
232OMNICOM GROUP INCOMC4,429$417,8320.05%
233VANGUARD INDEX FDS9229086291,977$417,0840.04%
234MASTERCARD INCORPORATEDMA1,135$412,4700.04%
235TARGET CORP TGT2,452$406,1250.04%
236CME GROUP INCCME2,115$405,0650.04%
237GENERAL MLS INC3703341044,678$399,7820.04%
238NORTHROP GRUMMAN CORPNOC847$391,0770.04%
239FIRST TR EXCHANGE-TRADED FD33738R6058,637$389,3450.04%
240ISHARES TR4642886613,238$381,0060.04%
241WALGREENS BOOTS ALLIANCE INC93142710810,565$365,3450.04%
242BERKSHIRE HATHAWAY INC DELBRK-A1,154$356,3210.04%
243CANADIAN PAC KANSAS CITYCP4,613$354,9020.04%
244EASTGROUP PPTYS INC2772761012,133$352,6280.04%
245ISHARES TR4642872423,192$349,9300.04%
246NUVEEN MUNICIPAL CREDIT INCNU28,931$345,7250.04%
247EMERSON ELEC COEMR3,953$344,4640.04%
248NORTHERN LTD FD TR IVNTRSO14,676$343,5680.04%
249PIONEER NAT RES CO7237871071,674$341,8980.04%
250VANGUARD WHITEHALL FDS9219464063,213$338,9720.04%
251THERATECHNOLOGIES INC88338H100416,484$337,3520.04%
252SELECT SECTOR SPDR TR81369Y5064,062$336,4550.04%
253CROWN CASTLE INCCCI2,505$335,2690.04%
254HENRY SCHEIN INCHSIC4,022$327,9540.04%
255FIRST TR EXCHANGE TRADED FD33734X1195,264$326,7530.04%
256PRINCIPAL FINANCIAL GROUP INCPFG4,314$320,6520.03%
257MARRIOTT INTL INC NEW5719032021,923$319,2950.03%
258MONDELEZ INTL INC6092071054,548$317,0810.03%
259ISHARES TR4642874994,445$310,7940.03%
260GLOBAL X FDS37954Y84810,008$307,4460.03%
261CVS HEALTH CORPCVS4,122$306,3040.03%
262WELLS FARGO CO NEW9497461018,020$299,7880.03%
263CSX CORPCSX9,819$293,9810.03%
264AIR PRODS & CHEMS INCAIIR1,022$293,5290.03%
265VANECK ETF TRUST92189F6761,109$291,8780.03%
266CALAMOS STRATEGIC TOTAL RETUCSQ20,818$291,4520.03%
267ULTA BEAUTY INCULTA534$291,3880.03%
268NETFLIX INCNFLX843$291,2400.03%
269NOVO-NORDISK A S NONOF1,821$289,7940.03%
270ISHARES TR4642878042,968$286,9590.03%
271BLOCK INCBSQKZ4,117$282,6320.03%
272VALMONT INDS INC920253101877$280,0090.03%
273FIRST TR EXCHANGE TRADED FD33734X12718,006$279,4580.03%
274FIRST TR EXCHANGE TRADED FD33734X1762,642$277,9120.03%
275ISHARES TR464287200670$275,4240.03%
276SPDR INDEX SHS FDS78463X5097,996$272,9030.03%
277INVESCO QQQ TRIVZ846$271,5010.03%
278NORTHERN TR CORPNTRSO3,016$265,8000.03%
279SELECT SECTOR SPDR TR81369Y2092,040$264,0540.03%
280GENERAL ELECTRIC CO3696043012,754$263,2820.03%
281SSGA ACTIVE ETF TR78467V6086,347$263,1300.03%
282VANGUARD MUN BD FDS9229077465,156$261,2030.03%
283ISHARES TR4642894381,875$260,4940.03%
284DUKE ENERGY CORP NEWDUKB2,677$258,2700.03%
285UNITED STS COMMODITY INDEX FUNTCW10,064$250,9960.03%
286IDEXX LABS INC45168D104496$248,0400.03%
287NXP SEMICONDUCTORS N VNXPI1,319$245,9610.03%
288VANGUARD SCOTTSDALE FDS92206C4093,131$238,6760.03%
289INVESCO EXCH TRADED FD TR IIIVZ3,000$232,8900.03%
290FIRST TR EXCHANGE TRADED FD33734X1432,137$229,7920.02%
291CDW CORPCDW1,161$226,2670.02%
292LULULEMON ATHLETICA INCLULU612$222,8840.02%
293VANGUARD SPECIALIZED FUNDS9219088441,446$222,6840.02%
294ADVANCED MICRO DEVICES INCAMD2,260$221,5030.02%
295OTIS WORLDWIDE CORPOTIS2,621$221,2120.02%
296MAGELLAN MIDSTREAM PRTNRS LP5590801064,058$220,1870.02%
297INTUITINTU489$218,0110.02%
298ROKU INCROKU3,306$217,6010.02%
299NORTHERN LTS FD TR IVNTRSO6,875$216,0830.02%
300DEERE & CODE514$212,2200.02%
301GENERAL DYNAMICS CORPGD929$212,0070.02%
302AXCELIS TECHNOLOGIES INCACLS1,589$211,7340.02%
303VANECK ETF TRUST92189F7261,300$210,7170.02%
304CITIGROUP INCC-PR4,492$210,6300.02%
305VOYA INFRASTRUCTURE INDLS &92912X10121,525$207,7160.02%
306ANSYS INC03662Q105622$207,0020.02%
307WASTE MGMT INC DEL94106L1091,261$205,7050.02%
308INTELLIA THERAPEUTICS INCNTLA5,502$205,0600.02%
309CONOCOPHILLIPSCOP2,034$201,7930.02%
310ISHARES TR464287762733$200,1530.02%
311REGIONS FINANCIAL CORP NEWRF-PF10,375$192,5600.02%
312NUVEEN TAXABLE MUNICPAL INMNU11,083$178,6580.02%
313HUNTINGTON BANCSHARES INCHBANP12,994$145,5330.02%
314COHEN & STEERS TOTAL RETURN19247R10310,000$121,2000.01%
315INVESCO SR INCOME TRIVZ21,006$77,3030.01%
316SIRIUS XM HOLDINGS INCSIRI18,000$71,4600.01%
317F45 TRAINING HLDGS INC30322L10159,322$68,8140.01%
318ABRDN AUSTRALIA EQUITY FD IN00301110311,408$50,0810.01%
319INVITAE CORP46185L10335,824$48,3620.01%
320CANOPY GROWTH CORPCGC15,925$27,8690.00%