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Solomon M. Kilgroe

Cyndeo Wealth Partners, Llc

Assets Managed
$1.901B
Holdings
478
Last Quarter
2026 - Q1
Filed Date
1mo 13d ago
Growth Rate
2.48%(2Q avg: 2.81%)
Sustained Growth
13 quarters

Portfolio positions

This chart displays the top 10 holdings in Cyndeo Wealth Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 478 positions.

Assets under management

The assets under management (AUM) of Cyndeo Wealth Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 13 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.901B in assets, with a quarterly growth rate of 2.48% and a 2-quarter average growth rate of 2.81%. The portfolio is managed by Solomon M. Kilgroe, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
MSFT
Microsoft Corp
Recent Activity
Increased 12.92%
3.76%
$71.289M
192,584 shares@ $370.18 avg price
AAPL
Apple Inc
Recent Activity
Increased 7.69%
3.02%
$57.31M
225,818 shares@ $253.8 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 8.7%
2.9%
$54.956M
315,115 shares@ $174.41 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -6.58%
2.77%
$52.615M
169,994 shares@ $309.52 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -6.32%
2.14%
$40.662M
195,236 shares@ $208.28 avg price
FTGC
First Trust Global Tactical
Recent Activity
Increased 19.88%
1.72%
$32.521M
1.133M shares@ $28.72 avg price
ABBV
Abbvie Inc
Recent Activity
Increased 3.81%
1.57%
$29.776M
136,906 shares@ $217.5 avg price
FBND
Fidelity Total Bond Etf
Recent Activity
Increased 17.14%
1.55%
$29.439M
645,311 shares@ $45.62 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -0.81%
1.54%
$29.136M
101,322 shares@ $287.56 avg price
XOM
Exxon Mobil Corp
Recent Activity
Increased 91.6%
1.36%
$25.763M
151,849 shares@ $169.67 avg price

1-10 of 478