Instuitional Investor - Cyndeo Wealth Partners, Llc

Filing Period:
No. Security Ticker Shares Value % Port
1. MSFT 143,467 $53,949,332 4.99%
2. IEF 326,155 $32,370,888 2.99%
3. AMZN 181,291 $27,545,419 2.54%
4. AAPL 128,007 $24,645,152 2.28%
5.
First Tr Exchng Traded Fd Vi
512,214 $22,847,287 2.11%