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:
Portfolio Report
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
+16.53%
+32.97%
124148.043
Software
MSFT
Microsoft Corp
500
215.150
-88.03%
30.820
-12.36%
0.000
+5.12%
+12.98%
3141534.523
Software
META
Meta Platforms Inc
354
202.640
-78.01%
29.030
-4.77%
0.000
+15.78%
+67.05%
1488185.990
Interactive Media
BND
Vanguard Total Bond Market ETF
0
0.000
Sold Out
0.000
-2.24%
0.000
-0.68%
-0.63%
112453.912
 
AAPL
Apple Inc
0
0.000
Sold Out
0.000
-9.73%
0.000
+6.64%
+18.46%
3430687.188
Hardware
ADBE
Adobe Inc
0
0.000
Sold Out
0.000
-1.52%
0.000
-6.71%
-17.08%
217758.136
Software
AMAT
Applied Materials Inc
0
0.000
Sold Out
0.000
-1.55%
0.000
+0.97%
+19.13%
158310.317
Semiconductors
AMZN
Amazon.com Inc
0
0.000
Sold Out
0.000
-7.64%
0.000
+25.56%
+37.01%
2189014.992
Retail - Cyclical
AVGO
Broadcom Inc
0
0.000
Sold Out
0.000
-2.31%
0.000
+26.42%
+66.29%
857704.592
Semiconductors
GOOG
Alphabet Inc
0
0.000
Sold Out
0.000
-1.87%
0.000
+9.92%
+27.94%
2191538.690
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
$147.63
24.98%
Sold Out
0
-14,313
MSFT
Microsoft Corp2024-09-30Reduce
-12.36%
â—Ź
395.15 ($427.47) 467.56
$422.54
-1.15%
Reduce -88.03%
500
-3,676
AAPL
Apple Inc2024-09-30Sold Out
-9.73%
â—Ź
207.23 ($223.32) 234.82
$226.96
1.63%
Sold Out
0
-6,139
AMZN
Amazon.com Inc2024-09-30Sold Out
-7.64%
â—Ź
161.02 ($182.46) 200
$208.18
14.10%
Sold Out
0
-5,256
GOOGL
Alphabet Inc2024-09-30Sold Out
-5.22%
â—Ź
148.66 ($167.74) 191.18
$178.35
6.33%
Sold Out
0
-3,809
META
Meta Platforms Inc2024-09-30Reduce
-4.77%
â—Ź
453.41 ($514.55) 572.44
$589.50
14.57%
Reduce -78.01%
354
-1,256
LLY
Eli Lilly and Co2024-09-30Sold Out
-2.75%
â—Ź
772.14 ($899.05) 960.02
$831.54
-7.51%
Sold Out
0
-404
PGR
Progressive Corp2024-09-30Sold Out
-2.64%
â—Ź
209.46 ($232.5) 259.24
$261.52
12.48%
Sold Out
0
-1,689
V
Visa Inc2024-09-30Sold Out
-2.51%
â—Ź
253.74 ($270.36) 291.56
$307.87
13.87%
Sold Out
0
-1,273
AVGO
Broadcom Inc2024-09-30Sold Out
-2.31%
â—Ź
136.27 ($160.32) 178.09
$183.64
14.55%
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

Discussions on Cedar Brook Financial Partners, LLC

No discussions yet.