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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 Q3 2023 · Filed July 27, 2023 · Accession 0001950947-23-000004

Total Value
$956.8M
Positions
324
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (324)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT107,898$36.7M3.84%
2ISHARES TR464287226340,290$33.3M3.48%
3FIRST TR EXCHNG TRADED FD VI33740F805542,033$23.9M2.50%
4APPLE INCAAPL105,432$20.5M2.14%
5AMAZON COM INCAMZN151,638$19.8M2.07%
6ABBVIE INCABBV144,786$19.5M2.04%
7ISHARES TR464287176156,578$16.9M1.76%
8INVESCO EXCHANGE TRADED FD TIVZ191,442$15.5M1.62%
9INVESCO EXCH TRADED FD TR IIIVZ241,111$15.1M1.58%
10FIRST TR EXCHANGE-TRADED FD33738D309329,227$14.9M1.56%
11ISHARES TR46429B747151,273$14.8M1.54%
12ABBOTT LABSABLZF134,392$14.7M1.53%
13FIRST TR EXCHNG TRADED FD VI33740F888603,054$14.6M1.52%
14PRINCIPAL EXCHANGE TRADED FD74255Y102779,847$14.3M1.50%
15VANGUARD WORLD FD921910709161,611$14.1M1.47%
16BROADCOM INCAVGO15,480$13.4M1.40%
17VANGUARD INDEX FDS92290873642,992$12.2M1.27%
18EXXON MOBIL CORPXOM108,082$11.6M1.21%
19ISHARES GOLD TRIAU310,556$11.3M1.18%
20VANGUARD INDEX FDS92290874468,690$9.8M1.02%
21SPROTT PHYSICAL GOLD TR SII595,765$8.9M0.93%
22UNITEDHEALTH GROUP INCUNH18,019$8.7M0.91%
23VANGUARD INTL EQUITY INDEX F922042858204,479$8.3M0.87%
24HOME DEPOT INCHD26,000$8.1M0.84%
25VANECK ETF TRUST92189H409157,173$8.1M0.84%
26RAYTHEON TECHNOLOGIES CORPRTX82,218$8.1M0.84%
27VANECK ETF TRUST92189F536442,167$7.9M0.83%
28ALPHABET INCGOOG65,199$7.8M0.82%
29JOHNSON & JOHNSONJNJ46,807$7.7M0.81%
30COCA COLA COKO127,696$7.7M0.80%
31ORACLE CORPORCL-PD64,398$7.7M0.80%
32EATON VANCE LTD DURATION INCETN807,941$7.6M0.79%
33HONEYWELL INTL INC43851610636,370$7.5M0.79%
34PROCTER AND GAMBLE CO74271810949,376$7.5M0.78%
35JPMORGAN CHASE & COVYLD50,570$7.4M0.77%
36GLOBAL X FDS37954Y871337,453$7.3M0.77%
37SPROTT PHYSICAL SILVER TR SII909,947$7.1M0.74%
38FIRST TR EXCHANGE TRADED FD33734X150117,938$7.1M0.74%
39VISA INC V29,452$7.0M0.73%
40FIRST TR NASDAQ 100 TECH IND33734510247,151$6.9M0.73%
41FIRST TR EXCHANGE-TRADED FD33738R81197,410$6.9M0.72%
42FIRST TR EXCHANGE TRADED FD33734X101124,553$6.9M0.72%
43ANALOG DEVICES INCADI35,021$6.8M0.71%
44TEXAS INSTRS INC88250810437,857$6.8M0.71%
45STARBUCKS CORP SBUX68,683$6.8M0.71%
46VANGUARD INDEX FDS92290876929,946$6.6M0.69%
47FIRST TR EXCHANGE-TRADED FD33738R852249,926$6.6M0.68%
48ACCENTURE PLC IRELAND ACN20,816$6.4M0.67%
49NEXTERA ENERGY INCNEE-PW84,528$6.3M0.66%
50TESLA INCTSLA23,160$6.1M0.63%
51UNION PAC CORPUNP29,166$6.0M0.62%
52SPDR S&P 500 ETF TRSPY13,256$5.9M0.61%
53MARSH & MCLENNAN COS INC57174810227,846$5.2M0.55%
54PHILLIPS 66PSX54,145$5.2M0.54%
55MCDONALDS CORPMCD17,285$5.2M0.54%
56APPLIED MATLS INC03822210533,339$4.8M0.50%
57ISHARES TR46435U697179,447$4.6M0.48%
58SALESFORCE INCCRM21,654$4.6M0.48%
59FORD MTR CO DEL345370860297,688$4.5M0.47%
60PALO ALTO NETWORKS INCPANW17,523$4.5M0.47%
61TJX COS INC NEW87254010952,443$4.4M0.46%
62ISHARES TR46435G318174,056$4.4M0.46%
63ISHARES TR46435U432163,909$4.3M0.45%
64ISHARES TR46435U259169,850$4.3M0.45%
65MARATHON PETE CORPMARA36,645$4.3M0.45%
66THERMO FISHER SCIENTIFIC INCTMO8,135$4.2M0.44%
67UNITED PARCEL SERVICE INCUPS23,650$4.2M0.44%
68INTUITIVE SURGICAL INCISRG12,311$4.2M0.44%
69PHILIP MORRIS INTL INC71817210942,974$4.2M0.44%
70HEWLETT PACKARD ENTERPRISE COHPE-PC246,462$4.1M0.43%
71ONEOK INC NEWOKE66,571$4.1M0.43%
72SOUTHERN COSOMN58,432$4.1M0.43%
73DIGITAL RLTY TR INC25386810335,773$4.1M0.43%
74WILLIAMS COS INC969457100124,727$4.1M0.43%
75INTERPUBLIC GROUP COS INCINTR104,472$4.0M0.42%
76ALPHABET INCGOOG33,212$4.0M0.42%
77OREILLY AUTOMOTIVE INC67103H1074,140$4.0M0.41%
78DOW INCDOW73,660$3.9M0.41%
79COCA-COLA EUROPACIFIC PARTNECCEP60,477$3.9M0.41%
80AMERIPRISE FINL INC03076C10611,693$3.9M0.41%
81NVIDIA CORPORATIONNVDA9,083$3.8M0.40%
82BOSTON SCIENTIFIC CORPBSX71,016$3.8M0.40%
83NEW YORK CMNTY BANCORP INC649445103339,685$3.8M0.40%
84EPR PPTYS26884U10981,191$3.8M0.40%
85CHORD ENERGY CORPORATIONCHRD24,626$3.8M0.40%
86PROLOGIC INC.PLDGP30,785$3.8M0.39%
87FLOWERS FOODS INCFLO151,121$3.8M0.39%
88MANULIFE FINL CORP56501R106198,049$3.7M0.39%
89KRAFT HEINZ COKHC104,586$3.7M0.39%
90BLACKROCK MULTI SECTOR INC TBLK255,135$3.7M0.38%
91CAMPBELL SOUP COCPB79,089$3.6M0.38%
92DIAGEO PLCDGEAF20,373$3.5M0.37%
93CHUBB LIMITEDCB18,314$3.5M0.37%
94LILLY ELI & COLLY7,155$3.4M0.35%
95AUTOMATIC DATA PROCESSING INCADP14,854$3.3M0.34%
96FIRST TR EXCHANGE TRAD FD VI33739H101142,583$3.2M0.34%
97ISHARES TR46434V40777,619$3.2M0.34%
98AMERICAN ELEC PWR CO INC02553710138,152$3.2M0.34%
99COSTCO WHSL CORP NEW22160K1055,746$3.1M0.32%
100VANGUARD TAX-MANAGED FDS92194385865,226$3.0M0.31%
101TOTALENERGIES SE TTE48,803$2.8M0.29%
102ISHARES TR46428952958,721$2.6M0.28%
103ISHARES INC46428681460,322$2.6M0.27%
104ISHARES INC46428682241,533$2.6M0.27%
105BLACKROCK INCBLK3,692$2.6M0.27%
106FIRST TR EXCH TRD ALPHDX FD33737J23242,101$2.5M0.26%
107ISHARES INC46428664085,316$2.5M0.26%
108LOCKHEED MARTIN CORPLMT5,311$2.4M0.26%
109MERCK & CO INCMRK20,985$2.4M0.25%
110ENTERPRISE PRODS PARTNERS L 29379210790,798$2.4M0.25%
111D R HORTON INC23331A10919,388$2.4M0.25%
112CHEVRON CORP NEWCVX14,935$2.4M0.25%
113PEPSICO INC PEP12,494$2.3M0.24%
114ALTRIA GROUP INCMO49,773$2.3M0.24%
115SPDR GOLD TRGLD12,471$2.2M0.23%
116ISHARES TR46428851327,426$2.1M0.22%
117NIKE INCNKE18,282$2.0M0.21%
118MCKESSON CORPMCK4,719$2.0M0.21%
119PIMCO CORPORATE & INCM STRG 72200U100152,930$2.0M0.21%
120IRON MTN INC DEL46284V10135,257$2.0M0.21%
121VANECK ETF TRUST92189F10665,102$2.0M0.20%
122MORGAN STANLEYMS-PQ22,843$2.0M0.20%
123BLACKSTONE INCBX20,888$1.9M0.20%
124SAREPTA THERAPEUTICS INCSRPT16,610$1.9M0.20%
125DIAMONDBACK ENERGY INCFANG14,397$1.9M0.20%
126AMERICAN TOWER CORP NEW03027X1009,543$1.9M0.19%
127PFIZER INCPFE50,442$1.9M0.19%
128INTERNATIONAL BUSINESS MACHSINTR13,658$1.8M0.19%
129VANGUARD INDEX FDS9229085957,887$1.8M0.19%
130MICRON TECHNOLOGY INCMU28,426$1.8M0.19%
131SHERWIN WILLIAMS COSHW6,746$1.8M0.19%
132META PLATFORMS INCMETA6,213$1.8M0.19%
133EOG RES INCEOG15,402$1.8M0.18%
134DANAHER CORPORATION2358511027,311$1.8M0.18%
135AMERICAN INTL GROUP INC02687478430,355$1.7M0.18%
136SPDR S&P MIDCAP 400 ETF TRMDY3,633$1.7M0.18%
137REPUBLIC SVCS INC76075910011,345$1.7M0.18%
138PIMCO DYNAMIC INCOME FD 72201Y10191,892$1.7M0.18%
139ALPS ETF TR00162Q45242,839$1.7M0.18%
140AMGEN INCAMGN7,334$1.6M0.17%
141BOX INCBXCAP54,985$1.6M0.17%
142ISHARES TR4642876145,827$1.6M0.17%
143ISHARES TR46434V61335,106$1.6M0.17%
144ROCKWELL AUTOMATION INC ROK4,842$1.6M0.17%
145BERKSHIRE HATHAWAY INC DELBRK-A3$1.6M0.16%
146SPDR SER TR78468R85339,016$1.5M0.16%
147CISCO SYS INCCSCO26,850$1.4M0.15%
148SOUTHSTATE CORPORATIONSSB21,001$1.4M0.14%
149VERIZON COMMUNICATIONS INCVZ36,701$1.4M0.14%
150INTUITINTU2,967$1.4M0.14%
151BP PLCBPPFF38,508$1.4M0.14%
152CATALYST PHARMACEUTICALS INCCPRX100,000$1.3M0.14%
153VANGUARD INDEX FDS9229087516,704$1.3M0.14%
154NASDAQ INCNDAQ26,673$1.3M0.14%
155LINDE PLCLIN3,192$1.2M0.13%
156COHEN & STEERS QUALITY INCOM19247L106103,840$1.2M0.13%
157ILLINOIS TOOL WKS INC 4523081094,621$1.2M0.12%
158LAUDER ESTEE COS INC5184391045,876$1.2M0.12%
159DISCOVER FINL SVCS2547091089,738$1.1M0.12%
160VANGUARD STAR FDS92190976820,012$1.1M0.12%
161S&P GLOBAL INCSPGI2,740$1.1M0.11%
162TEKLA HEALTHCARE INVS HQH63,965$1.1M0.11%
163ISHARES TR46428746514,561$1.1M0.11%
164COHEN & STEERS INFRASTRUCTUR19248A10944,001$1.0M0.11%
165ISHARES TR46428723426,245$1.0M0.11%
166DOLLAR GEN CORP NEW 2566771056,046$1.0M0.11%
167VANGUARD INDEX FDS9229083632,383$970,4480.10%
168GOLDMAN SACHS GROUP INCGSCE3,008$970,2970.10%
169ADOBE SYSTEMS INCORPORATEDADBE1,944$950,5970.10%
170ASTRAZENECA PLCAZN13,268$949,5910.10%
171INTEL CORPINTC28,319$946,9860.10%
172LOWES COS INC5486611074,072$919,0150.10%
173BLACKROCK MUNIYIELD FD INCBLK87,653$915,0970.10%
174WALMART INCWMT5,690$894,3110.09%
175COLGATE PALMOLIVE COCL11,525$887,8860.09%
176SHELL PLC RYDAF14,683$886,5600.09%
177MEDTRONIC PLCMDT9,890$871,3190.09%
178SCHLUMBERGER LTDSLB17,640$866,4770.09%
179ALPHATEC HLDGS INCATEC46,841$842,2010.09%
180SELECT SECTOR SPDR TR81369Y8034,712$819,2280.09%
181ISHARES TR46432F84212,135$819,0950.09%
182BROWN & BROWN INCBRO11,797$812,1050.08%
183BOEING COBA-PA3,826$807,9650.08%
184NORFOLK SOUTHN CORP6558441083,551$805,2250.08%
185J P MORGAN EXCHANGE TRADED F46641Q33214,470$800,6250.08%
186DISNEY WALT CO2546871068,656$772,8080.08%
187PARKER-HANNIFIN CORPPH1,941$756,9880.08%
188TORONTO DOMINION BK ONT TORO12,087$749,5150.08%
189ADVENT CONV & INCOME FD00764C10963,409$743,1530.08%
190NUVEEN NASDAQ 100 DYNAMIC OV67069910729,379$732,4180.08%
191ISHARES TR4642875984,514$712,3840.07%
192CATERPILLAR INCCAT2,870$706,1640.07%
193CF INDS HLDGS INC12526910010,110$701,8360.07%
194ISHARES INC46434G10313,991$689,6210.07%
195FIRST TRUST LRGCP GWT ALPHAD33735K1086,604$668,9190.07%
196CASEYS GEN STORES INC1475281032,732$666,2980.07%
197FIRST TR EXCH TRADED FD III33739P30113,955$657,2810.07%
198FIRST TR SML CP CORE ALPHA F33734Y1097,839$644,8250.07%
199BRISTOL-MYERS SQUIBB COCELG-RI9,654$617,4040.06%
200KIMBERLY-CLARK CORPKMB4,434$612,1390.06%
201NOVARTIS AG NVSEF6,038$609,2890.06%
202FEDERAL AGRIC MTG CORP3131483064,080$586,4590.06%
203EQUIFAX INCEFX2,472$581,6620.06%
204ISHARES TR46429B26725,318$579,7740.06%
205ABRDN SILVER ETF TRUSTSIVR26,470$578,3700.06%
206CADENCE DESIGN SYSTEM INCCDNS2,453$575,2780.06%
207TARGET CORP TGT4,335$571,8340.06%
208BANK AMERICA CORP06050510419,614$562,7200.06%
209INVESCO DB COMMDY INDX TRCKIVZ24,462$555,2870.06%
210ISHARES TR4642876637,084$554,3940.06%
211SEAGATE TECHNOLOGY HLDNGS PLSE8,860$548,1680.06%
212ISHARES TR4642876552,917$546,2670.06%
213NUVEEN QUALITY MUNCP INCOME NU47,743$538,0640.06%
214REGENERON PHARMACEUTICALSREGN746$536,0310.06%
215VANGUARD BD INDEX FDS9219378357,359$534,9500.06%
216RAYMOND JAMES FINL INC7547301095,154$534,8310.06%
217FIRST TR EXCH TRD ALPHDX FD33737J17410,153$521,3570.05%
218AT&T INCT-PC32,264$514,6130.05%
219HUMANA INCHUM1,149$513,7520.05%
220METLIFE INCMET-PF8,414$475,6400.05%
221LYONDELLBASELL INDUSTRIES NLYB5,169$474,7100.05%
222GSK PLCGLAXF13,284$473,4420.05%
223ISHARES TR46428868715,198$470,0740.05%
224EXACT SCIENCES CORP30063P1054,937$463,5840.05%
225MASTERCARD INCORPORATEDMA1,113$437,7430.05%
226FIRST TR LRGE CP CORE ALPHA33734K1095,154$432,9880.05%
227REALTY INCOME CORPO7,214$431,3380.05%
2283M COMMM4,305$430,9260.05%
229ISHARES TR46435G4179,935$427,9000.04%
230FAIR ISAAC CORPFICO525$424,8350.04%
231VANGUARD INDEX FDS9229086291,930$424,8340.04%
232FIRST TR EXCHANGE-TRADED FD33738R84516,103$423,9140.04%
233NETFLIX INCNFLX956$421,1080.04%
234OMNICOM GROUP INCOMC4,373$416,0910.04%
235BRITISH AMERN TOB PLC11044810712,281$407,7290.04%
236BERKSHIRE HATHAWAY INC DELBRK-A1,185$404,0850.04%
237V F CORPVFC20,407$389,5790.04%
238FIRST TR EXCHANGE-TRADED FD33738R6058,278$388,3190.04%
239NORTHROP GRUMMAN CORPNOC848$386,5180.04%
240EASTGROUP PPTYS INC2772761012,168$376,3650.04%
241COMCAST CORP NEWCCZ8,979$373,0770.04%
242SELECT SECTOR SPDR TR81369Y5064,529$367,6190.04%
243CANADIAN PAC KANSAS CITYCP4,468$360,8570.04%
244GENERAL MLS INC3703341044,678$358,8030.04%
245CME GROUP INCCME1,917$355,2010.04%
246MARRIOTT INTL INC NEW5719032021,926$353,7870.04%
247BLOCK INCBSQKZ5,272$350,9570.04%
248THERATECHNOLOGIES INC88338H100416,484$350,3670.04%
249NORTHERN LTD FD TR IVNTRSO15,098$348,6240.04%
250PIONEER NAT RES CO7237871071,681$348,2700.04%
251VANECK ETF TRUST92189F6762,218$337,6910.04%
252NUVEEN MUNICIPAL CREDIT INCNU28,931$337,3350.04%
253WELLS FARGO CO NEW9497461017,871$335,9340.04%
254CSX CORPCSX9,832$335,2710.04%
255VANGUARD WHITEHALL FDS9219464063,133$332,3170.03%
256EMERSON ELEC COEMR3,676$332,2740.03%
257ISHARES TR4642872423,031$327,7700.03%
258HENRY SCHEIN INCHSIC4,022$326,1840.03%
259MONDELEZ INTL INC6092071054,408$321,5200.03%
260ARCHER DANIELS MIDLAND COADM226,243$318,9210.03%
261STRYKER CORPORATIONSYK1,040$317,2940.03%
262QUALCOMM INCQCOM2,655$315,9920.03%
263INVESCO QQQ TRIVZ846$312,6690.03%
264ISHARES TR464287200691$307,9860.03%
265CALAMOS STRATEGIC TOTAL RETUCSQ20,818$307,0660.03%
266FIRST TR EXCHANGE TRADED FD33734X1762,642$303,9360.03%
267ISHARES TR4642878043,033$302,1990.03%
268ISHARES TR4642874994,124$301,1760.03%
269ISHARES TR4642894381,875$297,3000.03%
270ADVANCED MICRO DEVICES INCAMD2,603$296,5080.03%
271GENERAL ELECTRIC CO3696043012,685$294,9470.03%
272EXPEDIA GROUP INCEXPE2,671$292,1280.03%
273AXCELIS TECHNOLOGIES INCACLS1,589$291,3110.03%
274NOVO-NORDISK A S NONOF1,798$290,9700.03%
275INTELLIA THERAPEUTICS INCNTLA6,840$278,9350.03%
276SPDR INDEX SHS FDS78463X5097,996$274,9020.03%
277CVS HEALTH CORPCVS3,953$273,2690.03%
278NXP SEMICONDUCTORS N VNXPI1,327$271,6100.03%
279ZOOM VIDEO COMMUNICATIONS INZM3,995$271,1810.03%
280AIR PRODS & CHEMS INCAIIR904$270,7750.03%
281SELECT SECTOR SPDR TR81369Y2092,040$270,7710.03%
282ROKU INCROKU4,230$270,5510.03%
283IDEXX LABS INC45168D104524$263,1690.03%
284GLOBAL X FDS37954Y84810,095$262,3690.03%
285MARVELL TECHNOLOGY INCMRVL4,334$259,1110.03%
286VALMONT INDS INC920253101877$255,2510.03%
287MAGELLAN MIDSTREAM PRTNRS LP5590801064,058$252,8950.03%
288CROWN CASTLE INCCCI2,194$249,9840.03%
289NORTHERN LTS FD TR IVNTRSO7,395$243,2090.03%
290GRAINGER W W INC384802104303$238,9680.02%
291SYSCO CORPSYY3,214$238,4790.02%
292UNITED STS COMMODITY INDEX FUNTCW10,064$233,4850.02%
293FIRST TR EXCHANGE-TRADED FD33738R7794,788$232,6000.02%
294DELL TECHNOLOGIES INCDELL4,284$231,8070.02%
295FIRST TR EXCHANGE TRADED FD33734X1432,137$231,4580.02%
296TWILIO INCTWLO3,630$230,9410.02%
297DUKE ENERGY CORP NEWDUKB2,566$230,2980.02%
298VANGUARD SPECIALIZED FUNDS9219088441,406$228,3610.02%
299MOODYS CORPMCO656$227,9350.02%
300OTIS WORLDWIDE CORPOTIS2,560$227,8660.02%
301VANGUARD SCOTTSDALE FDS92206C1023,937$227,2720.02%
302NORTHERN TR CORPNTRSO3,016$223,6060.02%
303FIRST TR EXCH TRD ALPHDX FD33737J18210,343$219,0650.02%
304VANGUARD SCOTTSDALE FDS92206C7301,087$219,0070.02%
305WASTE MGMT INC DEL94106L1091,261$218,7030.02%
306ANSYS INC03662Q105650$214,6760.02%
307INVESCO EXCH TRADED FD TR IIIVZ3,000$214,2600.02%
308CONOCOPHILLIPSCOP2,060$213,4370.02%
309VOYA INFRASTRUCTURE INDLS &92912X10121,525$212,4520.02%
310DEERE & CODE518$209,8880.02%
311ISHARES TR464287507790$206,5690.02%
312INVESCO EXCHANGE TRADED FD TIVZ1,380$206,5630.02%
313VANECK ETF TRUST92189F7261,300$202,8650.02%
314LKQ CORPLKQ3,464$201,8470.02%
315AMERICAN WTR WKS CO INC NEW0304201031,403$200,3390.02%
316BUILDERS FIRSTSOURCE INCBLDR1,473$200,3280.02%
317FIRST TR EXCHANGE TRADED FD33734X12712,691$198,4920.02%
318NUVEEN TAXABLE MUNICPAL INMNU11,083$173,8920.02%
319EATON VANCE TAX-MANAGED GLOBETN17,000$139,7400.01%
320COHEN & STEERS TOTAL RETURN19247R10310,000$114,2000.01%
321SIRIUS XM HOLDINGS INCSIRI18,000$81,5400.01%
322INVESCO SR INCOME TRIVZ21,006$80,8750.01%
323INVITAE CORP46185L10345,754$51,7020.01%
324F45 TRAINING HLDGS INC30322L10159,322$29,6610.00%