CB
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Cedar Brook Financial Partners, LLC13F | |
Cedar Brook Financial Partners, LLC | |
Last update 2024-10-21 | 3 Stocks (0 new) |
Value $1.00 Mil | Turnover 0 % |
Portfolio Report |
Cedar Brook Financial Partners... Top Holdings of 2024-09-30
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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
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 2024-09-30 | Sold Out | -13.30% | 98.91 ($118.12) 134.91 | $147.63 | 24.98% | Sold Out | 0 | -14,313 | |
MSFT | Microsoft Corp | 2024-09-30 | Reduce | -12.36% | 395.15 ($427.47) 467.56 | $422.54 | -1.15% | Reduce -88.03% | 500 | -3,676 | |
AAPL | Apple Inc | 2024-09-30 | Sold Out | -9.73% | 207.23 ($223.32) 234.82 | $226.96 | 1.63% | Sold Out | 0 | -6,139 | |
AMZN | Amazon.com Inc | 2024-09-30 | Sold Out | -7.64% | 161.02 ($182.46) 200 | $208.18 | 14.10% | Sold Out | 0 | -5,256 | |
GOOGL | Alphabet Inc | 2024-09-30 | Sold Out | -5.22% | 148.66 ($167.74) 191.18 | $178.35 | 6.33% | Sold Out | 0 | -3,809 | |
META | Meta Platforms Inc | 2024-09-30 | Reduce | -4.77% | 453.41 ($514.55) 572.44 | $589.50 | 14.57% | Reduce -78.01% | 354 | -1,256 | |
LLY | Eli Lilly and Co | 2024-09-30 | Sold Out | -2.75% | 772.14 ($899.05) 960.02 | $831.54 | -7.51% | Sold Out | 0 | -404 | |
PGR | Progressive Corp | 2024-09-30 | Sold Out | -2.64% | 209.46 ($232.5) 259.24 | $261.52 | 12.48% | Sold Out | 0 | -1,689 | |
V | Visa Inc | 2024-09-30 | Sold Out | -2.51% | 253.74 ($270.36) 291.56 | $307.87 | 13.87% | Sold Out | 0 | -1,273 | |
AVGO | Broadcom Inc | 2024-09-30 | Sold Out | -2.31% | 136.27 ($160.32) 178.09 | $183.64 | 14.55% | Sold Out | 0 | -1,910 |
Cedar Brook Financial Partners, LLC Total Holding History ($B)
Cedar Brook Financial Partners, LLC's Asset Allocation
Cedar Brook Financial Partners, LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Cedar Brook Financial Partners, LLC's Hypothetical Growth since 2024-09-30
Cedar Brook Financial Partners, LLC's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Cedar Brook Financial Partners, LLC's Holdings Heat Map
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Cedar Brook Financial Partners, LLC's Holdings Bubble Chart
Cedar Brook Financial Partners, LLC News
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