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Cyndeo Wealth Partners, LLC
RIA/Wealth
Cyndeo Wealth Partners, LLC is a RIA/Wealth based in St. Petersburg, FL led by Solomon Matthews Kilgroe, reporting $2.6B in AUM as of Q3 2025 with 30% ETF concentration.
CEOSolomon Matthews Kilgroe
- Portfolio Value
- $1.8B
- Positions
- 472
- Top Holding
- MSFT at 4.76%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Cyndeo Wealth Partners, LLC's portfolio (24.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $85.6M | 4.76% | -$1.4M Sold | 0.00% 165.2K shares | |
Semiconductors Technology | $59.3M | 3.30% | -$2.8M Sold | 0.00% 179.8K shares | |
Semiconductors Technology | $52.5M | 2.92% | +$1.4M Bought | 0.00% 281.6K shares | |
Consumer Electronics Technology | $52.0M | 2.89% | -$1.0M Sold | 0.00% 204.0K shares | |
Specialty Retail Consumer Cyclical | $45.1M | 2.51% | -$19.8K Sold | 0.00% 205.6K shares | |
Drug Manufacturers - General Healthcare | $30.5M | 1.70% | +$163.5K Bought | 0.01% 131.9K shares | |
Banks - Diversified Financial Services | $30.4M | 1.69% | -$540.6K Sold | 0.00% 96.3K shares | |
Software - Infrastructure Technology | $29.1M | 1.62% | -$820.9K Sold | 0.00% 103.6K shares | |
Internet Content & Information Communication Services | $24.5M | 1.36% | +$2.5M Bought | 0.00% 33.3K shares | |
ETF ETF | $24.1M | 1.34% | +$219.6K Bought | — 522.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Cyndeo Wealth Partners, LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Cyndeo Wealth Partners, LLC
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