CB
| |
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 % |
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 | 280.3 | -17.78% | 40.150 | -0.39% | 0.000 | +6.51% | +4.20% | 122,542.0 | Software | |
MSFT | Microsoft Corp | 500 | 215.2 | -88.03% | 30.820 | -12.36% | 0.000 | +41.56% | +20.85% | 3,771,644.4 | Software | |
META | Meta Platforms Inc | 354 | 202.6 | -78.01% | 29.030 | -4.77% | 0.000 | +47.15% | +21.91% | 1,791,759.9 | Interactive Media | |
NVDA | NVIDIA Corp | 0 | 0 | Sold Out | 0.000 | -13.30% | 0.000 | +77.48% | +28.09% | 4,194,172.1 | Semiconductors | |
ADBE | Adobe Inc | 0 | 0 | Sold Out | 0.000 | -1.52% | 0.000 | +6.35% | -17.91% | 154,841.5 | Software | |
MRK | Merck & Co Inc | 0 | 0 | Sold Out | 0.000 | -1.67% | 0.000 | +4.00% | -17.91% | 201,284.3 | Drug Manufacturers | |
GOOGL | Alphabet Inc | 0 | 0 | Sold Out | 0.000 | -5.22% | 0.000 | +27.32% | -0.57% | 2,283,598.9 | Interactive Media | |
BND | Vanguard Total Bond Market ETF | 0 | 0 | Sold Out | 0.000 | -2.24% | 0.000 | +2.11% | +3.58% | 127,870.5 | ||
GOOG | Alphabet Inc | 0 | 0 | Sold Out | 0.000 | -1.87% | 0.000 | +26.08% | -0.67% | 2,284,107.8 | Interactive Media | |
TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
| 0 | 0 | Sold Out | 0.000 | -1.85% | 0.000 | +62.82% | +22.37% | 1,244,246.1 | Semiconductors |
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 Sold Out | -13.30% | 98.91 ($118.12) 134.91 | $171.98 | 45.60% | Sold Out | 0 | -14,313 | |
MSFT | Microsoft Corp | 2024-09-30 | Reduce Reduce | -12.36% | 395.15 ($427.47) 467.56 | $507.45 | 18.71% | Reduce -88.03% | 500 | -3,676 | |
AAPL | Apple Inc | 2024-09-30 | Sold Out Sold Out | -9.73% | 207.23 ($223.32) 234.82 | $213.13 | -4.56% | Sold Out | 0 | -6,139 | |
AMZN | Amazon.com Inc | 2024-09-30 | Sold Out Sold Out | -7.64% | 161.02 ($182.46) 200 | $226.68 | 24.23% | Sold Out | 0 | -5,256 | |
GOOGL | Alphabet Inc | 2024-09-30 | Sold Out Sold Out | -5.22% | 148.66 ($167.74) 191.18 | $187.78 | 11.95% | Sold Out | 0 | -3,809 | |
META | Meta Platforms Inc | 2024-09-30 | Reduce Reduce | -4.77% | 453.41 ($514.55) 572.44 | $712.62 | 38.49% | Reduce -78.01% | 354 | -1,256 | |
LLY | Eli Lilly and Co | 2024-09-30 | Sold Out Sold Out | -2.75% | 772.14 ($899.05) 960.02 | $768.57 | -14.51% | Sold Out | 0 | -404 | |
PGR | Progressive Corp | 2024-09-30 | Sold Out Sold Out | -2.64% | 209.46 ($232.5) 259.24 | $246.06 | 5.83% | Sold Out | 0 | -1,689 | |
V | Visa Inc | 2024-09-30 | Sold Out Sold Out | -2.51% | 253.74 ($270.36) 291.56 | $349.96 | 29.44% | Sold Out | 0 | -1,273 | |
AVGO | Broadcom Inc | 2024-09-30 | Sold Out Sold Out | -2.31% | 136.27 ($160.32) 178.09 | $285.46 | 78.06% | Sold Out | 0 | -1,910 |
Cedar Brook Financial Partners, LLC Total Holding History ($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 |
|---|---|---|---|---|
Top Ranked Articles
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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 % |
|---|
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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