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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

Institutional Manager · CIK 0001950947

Cyndeo Wealth Partners, LLC

ST. PETERSBURG, FL · File #028-22760

Latest AUM
$1.85B
Positions
477
Top-10 Concentration
41.3%
Filings
13

Sector Allocation

Technology
17.5%$325.1M
Financials
9.0%$167.2M
Healthcare
6.7%$125.1M
Industrials
3.7%$68.4M
Energy
0.8%$15.4M
Materials
0.6%$11.1M
Utilities
0.1%$1.5M
Real Estate
0.0%$646,864

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1MICROSOFT CORPMSFT170,553$82.5M7.58%
2BROADCOM INCAVGO181,974$63.0M5.79%
3APPLE INCAAPL209,696$57.0M5.24%
4NVIDIA CORPORATIONNVDA289,908$54.1M4.97%
5AMAZON COM INCAMZN208,410$48.1M4.42%
6ALPHABET INCGOOG102,158$32.0M2.94%
7JPMORGAN CHASE & CO.VYLD95,989$30.9M2.84%
8ABBVIE INCABBV131,890$30.1M2.77%
9JOHNSON & JOHNSONJNJ130,031$26.9M2.47%
10FIDELITY MERRIMACK STR TR316188309550,911$25.4M2.33%
11SPROTT PHYSICAL SILVER TRSII1,056,727$25.0M2.30%
12VANGUARD INDEX FDS92290875192,620$23.9M2.20%
13TAIWAN SEMICONDUCTOR MFG LTD87403910076,651$23.3M2.14%
14SPROTT PHYSICAL GOLD TRSII696,431$23.0M2.11%
15FIRST TR EXCHANGE TRAD FD VI33739H101944,969$22.0M2.02%
16ISHARES GOLD TRIAU265,655$21.6M1.98%
17META PLATFORMS INCMETA31,790$21.0M1.93%
18FIRST TR EXCHANGE-TRADED FD33738D788979,014$20.8M1.91%
19ABBOTT LABSABLZF160,061$20.1M1.84%
20ORACLE CORPORCL-PD101,794$19.8M1.82%