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
+4.49%
+5.70%
124,309.8
Software
MSFT
Microsoft Corp
500
215.2
-88.03%
30.820
-12.36%
0.000
+32.15%
+21.67%
3,797,138.0
Software
META
Meta Platforms Inc
354
202.6
-78.01%
29.030
-4.77%
0.000
+34.17%
+22.28%
1,797,241.1
Interactive Media
NVDA
NVIDIA Corp
0
0
Sold Out
0.000
-13.30%
0.000
+63.25%
+29.40%
4,237,094.2
Semiconductors
ADBE
Adobe Inc
0
0
Sold Out
0.000
-1.52%
0.000
+2.99%
-16.41%
157,670.9
Software
MRK
Merck & Co Inc
0
0
Sold Out
0.000
-1.67%
0.000
+6.40%
-13.87%
211,202.8
Drug Manufacturers
GOOGL
Alphabet Inc
0
0
Sold Out
0.000
-5.22%
0.000
+20.80%
+1.76%
2,329,696.9
Interactive Media
BND
Vanguard Total Bond Market ETF
0
0
Sold Out
0.000
-2.24%
0.000
0%
+1.43%
127,600.9
 
GOOG
Alphabet Inc
0
0
Sold Out
0.000
-1.87%
0.000
+19.79%
+1.69%
2,329,696.9
Interactive Media
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
0
0
Sold Out
0.000
-1.85%
0.000
+47.67%
+23.24%
1,253,063.2
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
$173.74
47.09%
Sold Out
0
-14,313
MSFT
Microsoft Corp
2024-09-30
Reduce
Reduce
-12.36%
395.15 ($427.47) 467.56
$510.88
19.51%
Reduce -88.03%
500
-3,676
AAPL
Apple Inc
2024-09-30
Sold Out
Sold Out
-9.73%
207.23 ($223.32) 234.82
$213.76
-4.28%
Sold Out
0
-6,139
AMZN
Amazon.com Inc
2024-09-30
Sold Out
Sold Out
-7.64%
161.02 ($182.46) 200
$232.23
27.28%
Sold Out
0
-5,256
GOOGL
Alphabet Inc
2024-09-30
Sold Out
Sold Out
-5.22%
148.66 ($167.74) 191.18
$192.17
14.56%
Sold Out
0
-3,809
META
Meta Platforms Inc
2024-09-30
Reduce
Reduce
-4.77%
453.41 ($514.55) 572.44
$714.80
38.92%
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
$805.43
-10.41%
Sold Out
0
-404
PGR
Progressive Corp
2024-09-30
Sold Out
Sold Out
-2.64%
209.46 ($232.5) 259.24
$247.38
6.40%
Sold Out
0
-1,689
V
Visa Inc
2024-09-30
Sold Out
Sold Out
-2.51%
253.74 ($270.36) 291.56
$353.97
30.93%
Sold Out
0
-1,273
AVGO
Broadcom Inc
2024-09-30
Sold Out
Sold Out
-2.31%
136.27 ($160.32) 178.09
$288.71
80.08%
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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