CYNOSURE GROUP, LLC

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Type
Submitted
Adviser Cynosure Group, LLC Type 13F-HR Submitted
05/12/2025
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker46436E718 Stock NameISHARES TR $ Position$62.5 b % Position9.00 % $ Change150.00 % # Shares621,184 # Change147.00 %
Stock Ticker464288679 Stock NameISHARES TR $ Position$61.8 b % Position9.00 % $ Change0.00 % # Shares559,842 # Change0.00 %
Stock Ticker78462F103 Stock NameSPDR S&P 500 ETF TR $ Position$54.8 b % Position8.00 % $ Change-2.00 % # Shares98,002 # Change3.00 %
Stock Ticker464287614 Stock NameISHARES TR $ Position$47.0 b % Position6.00 % $ Change-10.00 % # Shares130,203 # Change0.00 %
Stock Ticker922908363 Stock NameVANGUARD INDEX FDS $ Position$29.2 b % Position4.00 % $ Change42.00 % # Shares56,875 # Change50.00 %
Adviser Cynosure Group, LLC Type 13F-HR Submitted
02/12/2025
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker464288679 Stock NameISHARES TR $ Position$61.6 b % Position9.00 % $ Change-1.00 % # Shares559,842 # Change0.00 %
Stock Ticker464287614 Stock NameISHARES TR $ Position$52.5 b % Position8.00 % $ Change6.00 % # Shares130,794 # Change-1.00 %
Stock Ticker78462F103 Stock NameSPDR S&P 500 ETF TR $ Position$56.0 b % Position8.00 % $ Change2.00 % # Shares95,480 # Change0.00 %
Stock Ticker464287200 Stock NameISHARES TR $ Position$28.4 b % Position4.00 % $ Change3.00 % # Shares48,283 # Change1.00 %
Stock Ticker46436E718 Stock NameISHARES TR $ Position$25.0 b % Position4.00 % $ Change30.00 % # Shares251,141 # Change32.00 %
Adviser Cynosure Group, LLC Type 13F-HR Submitted
11/13/2024
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker464288679 Stock NameISHARES TR $ Position$62.0 b % Position9.00 % $ Change3.00 % # Shares560,749 # Change3.00 %
Stock Ticker78462F103 Stock NameSPDR S&P 500 ETF TR $ Position$54.7 b % Position8.00 % $ Change7.00 % # Shares95,327 # Change2.00 %
Stock Ticker464287614 Stock NameISHARES TR $ Position$49.8 b % Position7.00 % $ Change2.00 % # Shares132,549 # Change-1.00 %
Stock Ticker464287200 Stock NameISHARES TR $ Position$27.6 b % Position4.00 % $ Change12.00 % # Shares47,821 # Change7.00 %
Stock Ticker46436E718 Stock NameISHARES TR $ Position$19.2 b % Position3.00 % $ Change36.00 % # Shares190,895 # Change36.00 %
Adviser Cynosure Group, LLC Type N-PX Submitted
08/27/2024
Adviser Cynosure Group, LLC Type 13F-HR Submitted
08/13/2024
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker464288679 Stock NameISHARES TR $ Position$60.1 b % Position10.00 % $ Change-2.00 % # Shares543,604 # Change-2.00 %
Stock Ticker464287614 Stock NameISHARES TR $ Position$48.6 b % Position8.00 % $ Change8.00 % # Shares133,460 # Change0.00 %
Stock Ticker78462F103 Stock NameSPDR S&P 500 ETF TR $ Position$51.0 b % Position8.00 % $ Change5.00 % # Shares93,653 # Change1.00 %
Stock Ticker464287150 Stock NameISHARES TR $ Position$22.8 b % Position4.00 % $ Change2.00 % # Shares191,992 # Change-1.00 %
Stock Ticker464287200 Stock NameISHARES TR $ Position$24.5 b % Position4.00 % $ Change4.00 % # Shares44,862 # Change0.00 %
Adviser Cynosure Group, LLC Type 13F-HR Submitted
05/10/2024
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker464288679 Stock NameISHARES TR $ Position$61.3 b % Position11.00 % $ Change-6.00 % # Shares554,715 # Change-6.00 %
Stock Ticker78462F103 Stock NameSPDR S&P 500 ETF TR $ Position$48.4 b % Position9.00 % $ Change7.00 % # Shares92,574 # Change-2.00 %
Stock Ticker464287614 Stock NameISHARES TR $ Position$44.9 b % Position8.00 % $ Change12.00 % # Shares133,219 # Change1.00 %
Stock Ticker46434V878 Stock NameISHARES TR $ Position$24.0 b % Position4.00 % $ Change2.00 % # Shares474,825 # Change2.00 %
Stock Ticker464287150 Stock NameISHARES TR $ Position$22.4 b % Position4.00 % $ Change15.00 % # Shares193,868 # Change8.00 %
Adviser Cynosure Group, LLC Type 13F-HR Submitted
02/14/2024
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker464288679 Stock NameISHARES TR $ Position$65.1 b % Position12.00 % $ Change606.00 % # Shares592,395 # Change610.00 %
Stock Ticker78462F103 Stock NameSPDR S&P 500 ETF TR $ Position$45.1 b % Position8.00 % $ Change367.00 % # Shares94,891 # Change320.00 %
Stock Ticker464287614 Stock NameISHARES TR $ Position$40.2 b % Position7.00 % $ Change254.00 % # Shares132,437 # Change211.00 %
Stock Ticker46434V878 Stock NameISHARES TR $ Position$23.5 b % Position4.00 % $ Change26.00 % # Shares465,836 # Change26.00 %
Stock Ticker464287150 Stock NameISHARES TR $ Position$19.5 b % Position4.00 % $ Change34.00 % # Shares179,996 # Change16.00 %
Adviser Cynosure Management, LLC Type 13F-HR Submitted
11/14/2023
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker907818108 Stock NameUNION PAC CORP $ Position$18.3 b % Position6.00 % $ Change-7.00 % # Shares89,710 # Change-7.00 %
Stock Ticker46434V878 Stock NameISHARES TR $ Position$18.6 b % Position6.00 % $ Change7.00 % # Shares369,524 # Change7.00 %
Stock Ticker464287200 Stock NameISHARES TR $ Position$15.6 b % Position5.00 % $ Change2.00 % # Shares36,280 # Change6.00 %
Stock Ticker464287150 Stock NameISHARES TR $ Position$14.6 b % Position4.00 % $ Change3.00 % # Shares154,908 # Change7.00 %
Stock Ticker46641Q837 Stock NameJ P MORGAN EXCHANGE TRADED F $ Position$14.1 b % Position4.00 % $ Change0.00 % # Shares281,244 # Change0.00 %
Adviser Cynosure Management, LLC Type 13F-HR Submitted
08/14/2023
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker907818108 Stock NameUNION PAC CORP $ Position$19.7 b % Position6.00 % $ Change34.00 % # Shares96,104 # Change32.00 %
Stock Ticker46434V878 Stock NameISHARES TR $ Position$17.4 b % Position5.00 % $ ChangeN / A # Shares346,715 # ChangeN / A
Stock Ticker464287200 Stock NameISHARES TR $ Position$15.3 b % Position5.00 % $ Change696.00 % # Shares34,386 # Change634.00 %
Stock Ticker464287150 Stock NameISHARES TR $ Position$14.2 b % Position4.00 % $ ChangeN / A # Shares144,833 # ChangeN / A
Stock Ticker46641Q837 Stock NameJ P MORGAN EXCHANGE TRADED F $ Position$14.1 b % Position4.00 % $ ChangeN / A # Shares280,562 # ChangeN / A
Adviser Cynosure Management, LLC Type 13F-HR Submitted
05/15/2023
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker907818108 Stock NameUnion Pacific Corp $ Position$14.6 b % Position22.00 % $ Change-51.00 % # Shares72,682 # Change-50.00 %
Stock Ticker942622200 Stock NameWatsco Inc $ Position$8.6 b % Position13.00 % $ Change-6.00 % # Shares26,916 # Change-26.00 %
Stock Ticker92826C839 Stock NameVisa Inc $ Position$5.1 b % Position8.00 % $ Change-20.00 % # Shares22,603 # Change-27.00 %
Stock Ticker366651107 Stock NameGartner Inc $ Position$4.9 b % Position7.00 % $ Change-29.00 % # Shares15,077 # Change-26.00 %
Stock Ticker38147U107 Stock NameGoldman Sachs BDC Inc $ Position$3.1 b % Position5.00 % $ Change-47.00 % # Shares223,861 # Change-47.00 %
Adviser Cynosure Management, LLC Type 13F-HR Submitted
02/10/2023
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker907818108 Stock NameUnion Pacific Corp $ Position$30.0 b % Position31.00 % $ Change106320.00 % # Shares144,903 # Change0.00 %
Stock Ticker942622200 Stock NameWatsco Inc $ Position$9.1 b % Position9.00 % $ Change93659.00 % # Shares36,526 # Change-3.00 %
Stock Ticker949746101 Stock NameWells Fargo Co $ Position$6.9 b % Position7.00 % $ Change102564.00 % # Shares168,107 # Change0.00 %
Stock Ticker92826C839 Stock NameVisa Inc $ Position$6.4 b % Position7.00 % $ Change112841.00 % # Shares30,763 # Change-3.00 %
Stock Ticker366651107 Stock NameGartner Inc $ Position$6.9 b % Position7.00 % $ Change117058.00 % # Shares20,501 # Change-4.00 %
Adviser CYNOSURE MANAGEMENT, LLC Type 13F-HR Submitted
11/14/2022
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker907818108 Stock NameUnion Pacific Corp $ Position$28.2 m % Position30.19 % $ Change-9.79 % # Shares144,723 # Change-1.24 %
Stock Ticker942622200 Stock NameWatsco Inc $ Position$9.7 m % Position10.40 % $ Change8.75 % # Shares37,736 # Change0.88 %
Stock Ticker949746101 Stock NameWells Fargo Co $ Position$6.8 m % Position7.24 % $ Change-1.70 % # Shares168,107 # Change-4.27 %
Stock Ticker38147U107 Stock NameGoldman Sachs BDC Inc $ Position$6.1 m % Position6.48 % $ Change-13.99 % # Shares418,695 # Change0.00 %
Stock Ticker366651107 Stock NameGartner Inc $ Position$5.9 m % Position6.30 % $ Change14.41 % # Shares21,258 # Change0.00 %
Adviser CYNOSURE MANAGEMENT, LLC Type 13F-HR Submitted
08/19/2022
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker907818108 Stock NameUnion Pacific Corp $ Position$31.3 m % Position30.69 % $ Change-22.70 % # Shares146,547 # Change-0.98 %
Stock Ticker942622200 Stock NameWatsco Inc $ Position$8.9 m % Position8.77 % $ Change-21.42 % # Shares37,407 # Change0.23 %
Stock Ticker38147U107 Stock NameGoldman Sachs BDC Inc $ Position$7.0 m % Position6.91 % $ Change-14.33 % # Shares418,695 # Change0.00 %
Stock Ticker949746101 Stock NameWells Fargo Co $ Position$6.9 m % Position6.75 % $ Change-19.18 % # Shares175,599 # Change0.00 %
Stock Ticker92826C839 Stock NameVisa Inc $ Position$6.3 m % Position6.15 % $ Change-12.37 % # Shares31,798 # Change-1.30 %
Adviser CYNOSURE MANAGEMENT, LLC Type 13F-HR Submitted
05/16/2022
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker907818108 Stock NameUnion Pacific Corp $ Position$40.4 m % Position32.57 % $ Change8.45 % # Shares148,001 # Change0.00 %
Stock Ticker942622200 Stock NameWatsco Inc $ Position$11.4 m % Position9.16 % $ Change-12.87 % # Shares37,320 # Change-10.51 %
Stock Ticker949746101 Stock NameWells Fargo Co $ Position$8.5 m % Position6.85 % $ Change-17.89 % # Shares175,599 # Change-18.71 %
Stock Ticker38147U107 Stock NameGoldman Sachs BDC Inc $ Position$8.2 m % Position6.61 % $ Change2.36 % # Shares418,695 # Change0.00 %
Stock Ticker92826C839 Stock NameVisa Inc $ Position$7.1 m % Position5.76 % $ Change-9.10 % # Shares32,218 # Change-11.17 %
Adviser CYNOSURE MANAGEMENT, LLC Type 13F-HR Submitted
02/14/2022
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker907818108 Stock NameUnion Pacific Corp $ Position$37.3 m % Position28.13 % $ Change15.09 % # Shares148,001 # Change-10.45 %
Stock Ticker942622200 Stock NameWatsco Inc $ Position$13.0 m % Position9.84 % $ Change10.22 % # Shares41,702 # Change-6.78 %
Stock Ticker949746101 Stock NameWells Fargo Co $ Position$10.4 m % Position7.82 % $ Change-10.89 % # Shares216,016 # Change-13.79 %
Stock Ticker366651107 Stock NameGartner Inc $ Position$8.0 m % Position6.07 % $ Change2.14 % # Shares24,072 # Change-7.16 %
Stock Ticker38147U107 Stock NameGoldman Sachs BDC Inc $ Position$8.0 m % Position6.05 % $ Change4.41 % # Shares418,695 # Change0.00 %
Adviser HR - CYNOSURE MANAGEMENT, LLC Type 13F-HR Submitted
11/12/2021
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker907818108 Stock NameUnion Pacific Corp $ Position$32.4 m % Position25.02 % $ Change-12.03 % # Shares165,277 # Change-1.29 %
Stock Ticker942622200 Stock NameWatsco Inc $ Position$11.8 m % Position9.14 % $ Change-8.22 % # Shares44,734 # Change-0.58 %
Stock Ticker949746101 Stock NameWells Fargo Co $ Position$11.6 m % Position8.98 % $ Change2.48 % # Shares250,583 # Change0.00 %
Stock Ticker92826C839 Stock NameVisa Inc $ Position$8.7 m % Position6.71 % $ Change-5.51 % # Shares39,027 # Change-0.81 %
Stock Ticker366651107 Stock NameGartner Inc $ Position$7.9 m % Position6.08 % $ Change24.31 % # Shares25,928 # Change-0.92 %
Adviser CYNOSURE MANAGEMENT, LLC Type 13F-HR Submitted
08/16/2021
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker907818108 Stock NameUnion Pacific Corp $ Position$36.8 m % Position28.57 % $ Change-6.26 % # Shares167,439 # Change-6.06 %
Stock Ticker942622200 Stock NameWatsco Inc $ Position$12.9 m % Position10.01 % $ Change6.47 % # Shares44,996 # Change-3.15 %
Stock Ticker949746101 Stock NameWells Fargo Co $ Position$11.3 m % Position8.81 % $ Change15.18 % # Shares250,583 # Change-0.64 %
Stock Ticker92826C839 Stock NameVisa Inc $ Position$9.2 m % Position7.14 % $ Change4.77 % # Shares39,346 # Change-5.13 %
Stock Ticker00206R102 Stock NameAT&T Inc $ Position$6.5 m % Position5.05 % $ Change-6.59 % # Shares225,947 # Change-1.77 %
Adviser CYNOSURE MANAGEMENT, LLC Type 13F-HR Submitted
05/12/2021
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker907818108 Stock NameUnion Pacific Corp $ Position$39.3 m % Position30.81 % $ Change1.22 % # Shares178,240 # Change-4.37 %
Stock Ticker921943858 Stock NameVanguard FTSE Developed Market $ Position$14.8 m % Position11.61 % $ Change4.03 % # Shares301,552 # Change0.00 %
Stock Ticker942622200 Stock NameWatsco Inc $ Position$12.1 m % Position9.50 % $ Change14.90 % # Shares46,459 # Change-0.17 %
Stock Ticker949746101 Stock NameWells Fargo Co $ Position$9.9 m % Position7.73 % $ Change29.46 % # Shares252,201 # Change0.00 %
Stock Ticker92826C839 Stock NameVisa Inc $ Position$8.8 m % Position6.89 % $ Change-8.26 % # Shares41,474 # Change-5.23 %
Adviser CYNOSURE MANAGEMENT, LLC Type 13F-HR Submitted
02/01/2021
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker907818108 Stock NameUnion Pacific Corp $ Position$38.8 m % Position32.97 % $ Change5.28 % # Shares186,393 # Change-0.45 %
Stock Ticker921943858 Stock NameVanguard FTSE Developed Market $ Position$14.2 m % Position12.09 % $ Change15.33 % # Shares301,552 # Change-0.08 %
Stock Ticker942622200 Stock NameWatsco Inc $ Position$10.5 m % Position8.96 % $ Change-3.23 % # Shares46,537 # Change-0.52 %
Stock Ticker92826C839 Stock NameVisa Inc $ Position$9.6 m % Position8.13 % $ Change2.77 % # Shares43,762 # Change-6.04 %
Stock Ticker18915M107 Stock NameCloudflare Inc Cl A Com $ Position$7.7 m % Position6.55 % $ ChangeN / A # Shares101,527 # ChangeN / A
Adviser CYNOSURE MANAGEMENT, LLC Type 13F-HR Submitted
11/02/2020
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker907818108 Stock NameUnion Pacific Corp $ Position$36.9 m % Position38.54 % $ Change15.70 % # Shares187,243 # Change-0.64 %
Stock Ticker921943858 Stock NameVanguard FTSE Developed Market $ Position$12.3 m % Position12.91 % $ Change5.44 % # Shares301,803 # Change0.00 %
Stock Ticker942622200 Stock NameWatsco Inc $ Position$10.9 m % Position11.39 % $ Change30.84 % # Shares46,781 # Change-0.17 %
Stock Ticker92826C839 Stock NameVisa Inc $ Position$9.3 m % Position9.74 % $ Change-0.01 % # Shares46,576 # Change-3.42 %
Stock Ticker00206R102 Stock NameAT&T Inc $ Position$6.6 m % Position6.88 % $ Change-5.83 % # Shares230,755 # Change-0.14 %
Adviser CYNOSURE MANAGEMENT, LLC Type 13F-HR Submitted
08/10/2020
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker907818108 Stock NameUnion Pacific Corp $ Position$31.9 m % Position37.47 % $ Change15.38 % # Shares188,443 # Change-3.74 %
Stock Ticker921943858 Stock NameVanguard FTSE Developed Market $ Position$11.7 m % Position13.77 % $ Change16.11 % # Shares301,803 # Change-0.21 %
Stock Ticker92826C839 Stock NameVisa Inc $ Position$9.3 m % Position10.96 % $ Change19.96 % # Shares48,223 # Change0.06 %
Stock Ticker942622200 Stock NameWatsco Inc $ Position$8.3 m % Position9.79 % $ Change12.44 % # Shares46,862 # Change0.00 %
Stock Ticker00206R102 Stock NameAT&T Inc $ Position$7.0 m % Position8.22 % $ Change3.71 % # Shares231,090 # Change0.00 %
Adviser CYNOSURE MANAGEMENT, LLC Type 13F-HR Submitted
05/05/2020
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker907818108 Stock NameUnion Pacific Corp $ Position$27.6 m % Position19.75 % $ Change-26.11 % # Shares195,773 # Change-5.28 %
Stock Ticker369604103 Stock NameGeneral Electric Co $ Position$12.3 m % Position8.83 % $ Change-64.95 % # Shares1,554,962 # Change-50.74 %
Stock Ticker921943858 Stock NameVanguard FTSE Developed Market $ Position$10.1 m % Position7.21 % $ Change-31.55 % # Shares302,444 # Change-9.53 %
Stock Ticker92826C839 Stock NameVisa Inc $ Position$7.8 m % Position5.55 % $ ChangeN / A # Shares48,193 # ChangeN / A
Stock Ticker942622200 Stock NameWatsco Inc $ Position$7.4 m % Position5.30 % $ ChangeN / A # Shares46,862 # ChangeN / A
Adviser CYNOSURE MANAGEMENT, LLC Type 13F-HR Submitted
02/04/2020
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker907818108 Stock NameUnion Pacific Corp $ Position$37.4 m % Position19.90 % $ ChangeN / A # Shares206,688 # ChangeN / A
Stock Ticker369604103 Stock NameGeneral Electric Co $ Position$35.2 m % Position18.76 % $ ChangeN / A # Shares3,156,452 # ChangeN / A
Stock Ticker949746101 Stock NameWells Fargo Co $ Position$32.2 m % Position17.15 % $ ChangeN / A # Shares598,551 # ChangeN / A
Stock Ticker921943858 Stock NameVanguard FTSE Developed Market $ Position$14.7 m % Position7.85 % $ ChangeN / A # Shares334,318 # ChangeN / A
Stock Ticker464287507 Stock NameiShares TR Core S&P Mcp ETF $ Position$12.4 m % Position6.60 % $ ChangeN / A # Shares60,165 # ChangeN / A

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