CB

Cedar Brook Financial Partners, LLC

13F
Cedar Brook Financial Partners, LLC
Last update 2024-10-21 3 Stocks (0 new)
Value $1.00 Mil Turnover 0 %
Countries:
Top Holdings: ADP(40.15%)MSFT(30.82%)META(29.03%)
Portfolio Report
Summary Stock Picks Current Portfolio
Cedar Brook Financial Partners... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
ADP 		Automatic Data Processing Inc
1,013
280.330
-17.78%
40.150
-0.39%
0.000
+19.43%
+34.37%
125460.054
Software
MSFT 		Microsoft Corp
500
215.150
-88.03%
30.820
-12.36%
0.000
+4.17%
+13.11%
3145177.615
Software
META 		Meta Platforms Inc
354
202.640
-78.01%
29.030
-4.77%
0.000
+13.46%
+65.72%
1476371.384
Interactive Media
BND 		Vanguard Total Bond Market ETF
0
0.000
Sold Out
0.000
-2.24%
0.000
-1.99%
-1.41%
110706.080
 
AAPL 		Apple Inc
0
0.000
Sold Out
0.000
-9.73%
0.000
+3.19%
+17.04%
3389420.991
Hardware
ADBE 		Adobe Inc
0
0.000
Sold Out
0.000
-1.52%
0.000
-0.85%
-11.76%
231730.084
Software
AMAT 		Applied Materials Inc
0
0.000
Sold Out
0.000
-1.55%
0.000
-3.17%
+15.77%
153842.047
Semiconductors
AMZN 		Amazon.com Inc
0
0.000
Sold Out
0.000
-7.64%
0.000
+25.25%
+37.50%
2196690.950
Retail - Cyclical
AVGO 		Broadcom Inc
0
0.000
Sold Out
0.000
-2.31%
0.000
+18.96%
+59.57%
823048.917
Semiconductors
GOOG 		Alphabet Inc
0
0.000
Sold Out
0.000
-1.87%
0.000
+11.96%
+30.40%
2232618.220
Interactive Media

Cedar Brook Financial Partners, LLC's Historical Top Holdings Breakdowns

Cedar Brook Financial Partners, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
NVDA 		NVIDIA Corp2024-09-30Sold Out
-13.30%
â—Ź
98.91 ($118.12) 134.91
$148.29
25.54%
Sold Out
0
-14,313
MSFT 		Microsoft Corp2024-09-30Reduce
-12.36%
â—Ź
395.15 ($427.47) 467.56
$423.03
-1.04%
Reduce -88.03%
500
-3,676
AAPL 		Apple Inc2024-09-30Sold Out
-9.73%
â—Ź
207.23 ($223.32) 234.82
$224.23
0.41%
Sold Out
0
-6,139
AMZN 		Amazon.com Inc2024-09-30Sold Out
-7.64%
â—Ź
161.02 ($182.46) 200
$208.91
14.50%
Sold Out
0
-5,256
GOOGL 		Alphabet Inc2024-09-30Sold Out
-5.22%
â—Ź
148.66 ($167.74) 191.18
$181.62
8.27%
Sold Out
0
-3,809
META 		Meta Platforms Inc2024-09-30Reduce
-4.77%
â—Ź
453.41 ($514.55) 572.44
$584.82
13.66%
Reduce -78.01%
354
-1,256
LLY 		Eli Lilly and Co2024-09-30Sold Out
-2.75%
â—Ź
772.14 ($899.05) 960.02
$818.86
-8.92%
Sold Out
0
-404
PGR 		Progressive Corp2024-09-30Sold Out
-2.64%
â—Ź
209.46 ($232.5) 259.24
$262.34
12.83%
Sold Out
0
-1,689
V 		Visa Inc2024-09-30Sold Out
-2.51%
â—Ź
253.74 ($270.36) 291.56
$309.85
14.61%
Sold Out
0
-1,273
AVGO 		Broadcom Inc2024-09-30Sold Out
-2.31%
â—Ź
136.27 ($160.32) 178.09
$176.22
9.92%
Sold Out
0
-1,910

Cedar Brook Financial Partners, LLC Total Holding History ($B)

To

Cedar Brook Financial Partners, LLC's Asset Allocation

To

Cedar Brook Financial Partners, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Cedar Brook Financial Partners, LLC's Hypothetical Growth since 2024-09-30

Cedar Brook Financial Partners, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Cedar Brook Financial Partners, LLC's Holdings Heat Map

Size field:

Cedar Brook Financial Partners, LLC's Holdings Bubble Chart

Cedar Brook Financial Partners, LLC News

  • 1

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