Cedar Brook Financial Partners, LLC Top Holdings and 13F Report (2024) About Cedar Brook Financial Partners, LLCInvestment ActivityCedar Brook Financial Partners, LLC has $698.12 thousand in total holdings as of September 30, 2024.Cedar Brook Financial Partners, LLC owns shares of 3 different stocks, but just 3 companies or ETFs make up 80% of its holdings.About 1,816.69% of the portfolio was sold this quarter.This quarter, Cedar Brook Financial Partners, LLC has purchased 29 new stocks and bought additional shares in 0 stocks.Cedar Brook Financial Partners, LLC sold shares of 3 stocks and completely divested from 26 stocks this quarter.Largest Holdings Automatic Data Processing $280,327Microsoft $215,150Meta Platforms $202,644 Largest Sales this Quarter Microsoft 3,676 shares (about $1.58M)Meta Platforms 1,256 shares (about $718.99K)Automatic Data Processing 219 shares (about $60.60K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCedar Brook Financial Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorADPAutomatic Data Processing$280,327$60,604 ▼-17.8%1,01340.2%Business ServicesMSFTMicrosoft$215,150$1,581,783 ▼-88.0%50030.8%Computer and TechnologyMETAMeta Platforms$202,644$718,985 ▼-78.0%35429.0%Computer and TechnologyNVDANVIDIA$0$1,768,228 ▼-100.0%00.0%Computer and TechnologyAAPLApple$0$1,292,996 ▼-100.0%00.0%Computer and TechnologyAMZNAmazon.com$0$1,015,722 ▼-100.0%00.0%Retail/WholesaleGOOGLAlphabet$0$693,809 ▼-100.0%00.0%Computer and TechnologyLLYEli Lilly and Company$0$365,774 ▼-100.0%00.0%MedicalPGRProgressive$0$350,822 ▼-100.0%00.0%FinanceVVisa$0$334,124 ▼-100.0%00.0%Business ServicesAVGOBroadcom$0$306,656 ▼-100.0%00.0%Computer and TechnologyBNDVanguard Total Bond Market ETF$0$297,567 ▼-100.0%00.0%ETFJNJJohnson & Johnson$0$276,681 ▼-100.0%00.0%MedicalBRK.BBerkshire Hathaway$0$273,776 ▼-100.0%00.0%FinanceSAPSAP$0$261,013 ▼-100.0%00.0%Computer and TechnologyXOMExxon Mobil$0$250,731 ▼-100.0%00.0%Oils/EnergyGOOGAlphabet$0$249,084 ▼-100.0%00.0%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$0$246,289 ▼-100.0%00.0%Computer and TechnologyJPMJPMorgan Chase & Co.$0$245,341 ▼-100.0%00.0%FinanceTDGTransDigm Group$0$235,080 ▼-100.0%00.0%AerospaceMRKMerck & Co., Inc.$0$221,850 ▼-100.0%00.0%MedicalUNHUnitedHealth Group$0$217,454 ▼-100.0%00.0%MedicalAZNAstraZeneca$0$216,032 ▼-100.0%00.0%MedicalIBMInternational Business Machines$0$211,518 ▼-100.0%00.0%Computer and TechnologyNFLXNetflix$0$209,213 ▼-100.0%00.0%Consumer DiscretionarySHELShell$0$208,167 ▼-100.0%00.0%Oils/EnergyAMATApplied Materials$0$206,019 ▼-100.0%00.0%Computer and TechnologyADBEAdobe$0$201,661 ▼-100.0%00.0%Computer and TechnologyBCSBarclays$0$165,684 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
