StockDriftsStockDriftsTop 50 Cyndeo Wealth Partners, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 3.75% | 192.6K | $71.3M | +12.92%(+22.03K) | $312.26(+31.74%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.01% | 225.8K | $57.3M | +7.69%(+16.12K) | $183.17(+55.15%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.89% | 315.1K | $55.0M | +8.69%(+25.21K) | $91.23(+115.39%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 2.77% | 170.0K | $52.6M | -6.58%(-11.98K) | $97.17(+339.81%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.14% | 195.2K | $40.7M | -6.32%(-13.17K) | $121.89(+124.43%) | 2026-03-31 | |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | 1.71% | 1.13M | $32.5M | +19.87%(+187.78K) | $24.11(+23.81%) | 2026-03-31 | |
| ABBV | ABBVIE INC | 1.57% | 136.9K | $29.8M | +3.80%(+5.02K) | $155.43(+32.60%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 1.55% | 645.3K | $29.4M | +17.14%(+94.40K) | $45.73(-0.40%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 1.53% | 101.3K | $29.1M | -0.82%(-836) | $123.01(+215.76%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 1.36% | 151.8K | $25.8M | +91.60%(+72.59K) | $125.81(+23.10%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.80% | +39.75% |
| Top 20 Holdings Unweighted | +12.69% | +43.10% |
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