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:
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
280.3
-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 View Full List
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)

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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

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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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