Cedar Point Capital Partners, LLC Top Holdings and 13F Report (2025) About Cedar Point Capital Partners, LLCInvestment ActivityCedar Point Capital Partners, LLC has $147.76 million in total holdings as of December 31, 2024.Cedar Point Capital Partners, LLC owns shares of 62 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 8.64% of the portfolio was purchased this quarter.About 0.73% of the portfolio was sold this quarter.This quarter, Cedar Point Capital Partners, LLC has purchased 62 new stocks and bought additional shares in 41 stocks.Cedar Point Capital Partners, LLC sold shares of 13 stocks and completely divested from 2 stocks this quarter.Largest Holdings JPMorgan Core Plus Bond ETF $10,973,290Vanguard Mega Cap Growth ETF $10,837,244Schwab Fundamental U.S. Large Company Index ETF $10,283,459Dimensional U.S. Equity ETF $9,896,977Vanguard U.S. Quality Factor ETF $9,614,443 Largest New Holdings this Quarter Alphabet $236,815 HoldingWells Fargo & Company $234,040 Holding Largest Purchases this Quarter Schwab Fundamental U.S. Large Company Index ETF 291,208 shares (about $6.90M)JPMorgan Core Plus Bond ETF 31,480 shares (about $1.45M)Schwab Fundamental U.S. Small Company Index ETF 19,629 shares (about $582.98K)SPDR Gold MiniShares Trust 7,664 shares (about $398.45K)Fidelity Low Duration Bond Factor ETF 7,934 shares (about $396.15K) Largest Sales this Quarter Dimensional U.S. Small Cap ETF 2,868 shares (about $186.65K)Vanguard Mega Cap Growth ETF 325 shares (about $111.61K)iShares Morningstar Growth ETF 1,155 shares (about $103.49K)Vanguard FTSE Emerging Markets ETF 1,915 shares (about $84.34K)iShares Morningstar Value ETF 808 shares (about $65.43K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCedar Point Capital Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorJCPBJPMorgan Core Plus Bond ETF$10,973,290$1,450,286 ▲15.2%238,1877.4%ETFMGKVanguard Mega Cap Growth ETF$10,837,244$111,607 ▼-1.0%31,5587.3%ETFFNDXSchwab Fundamental U.S. Large Company Index ETF$10,283,459$6,895,801 ▲203.6%434,2687.0%ETFDFUSDimensional U.S. Equity ETF$9,896,977$40,417 ▼-0.4%155,2476.7%ETFVFQYVanguard U.S. Quality Factor ETF$9,614,443$37,618 ▲0.4%68,2416.5%ETFDFASDimensional U.S. Small Cap ETF$7,534,138$186,650 ▼-2.4%115,7675.1%ETFFLDRFidelity Low Duration Bond Factor ETF$7,518,377$396,146 ▲5.6%150,5785.1%ETFDFIVDimensional International Value ETF$7,331,353$183,645 ▲2.6%206,6335.0%ETFEFGiShares MSCI EAFE Growth ETF$7,143,795$201,696 ▲2.9%73,7774.8%ETFVWOVanguard FTSE Emerging Markets ETF$5,971,917$84,337 ▼-1.4%135,6024.0%ETFGLDMSPDR Gold MiniShares Trust$5,471,584$398,451 ▲7.9%105,2433.7%FinanceVCSHVanguard Short-Term Corporate Bond ETF$3,782,777$123,568 ▲3.4%48,4912.6%ETFYLDPrincipal Active High Yield ETF$3,762,659$83,778 ▲2.3%196,1762.5%ETFONEQFidelity NASDAQ Composite Index ETF$3,283,739$10,192 ▲0.3%43,1732.2%ETFSMMUPIMCO Short Term Municipal Bond Exchange-Traded Fund$3,238,554$212,817 ▲7.0%64,9792.2%ETFFVALFidelity Value Factor ETF$3,216,059$48,419 ▲1.5%52,2742.2%ETFJMUBJPMorgan Municipal ETF$3,196,561$178,033 ▲5.9%63,7402.2%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$2,881,459$80,741 ▲2.9%25,0172.0%ETFMUBiShares National Muni Bond ETF$2,539,939$76,503 ▲3.1%23,8381.7%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$2,303,175$166,519 ▲7.8%44,5231.6%ETFVIGIVanguard International Dividend Appreciation ETF$1,726,825$96,068 ▲5.9%21,5881.2%ETFAAPLApple$1,704,109$14,024 ▲0.8%6,8051.2%Computer and TechnologyPXFInvesco FTSE RAFI Developed Markets ex-U.S. ETF$1,586,644$84,526 ▲5.6%33,1311.1%ETFFBNDFidelity Total Bond ETF$1,531,817$91,669 ▲6.4%34,1391.0%ETFJPEMJPMorgan Diversified Return Emerging Markets Equity ETF$1,324,771$42,077 ▲3.3%25,5340.9%ETFVFMFVanguard US Multifactor ETF$1,290,131$9,663 ▲0.8%9,8800.9%ETFFNDASchwab Fundamental U.S. Small Company Index ETF$1,168,992$582,981 ▲99.5%39,3600.8%ETFSLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$1,131,150$1,244 ▼-0.1%22,7410.8%ManufacturingMSFTMicrosoft$1,063,445$59,432 ▲5.9%2,5230.7%Computer and TechnologyBRK.BBerkshire Hathaway$1,032,572$33,996 ▲3.4%2,2780.7%FinanceFLMIFranklin Dynamic Municipal Bond ETF$937,401$47,306 ▲5.3%38,3630.6%ETFVTIVanguard Total Stock Market ETF$888,558$2,898 ▼-0.3%3,0660.6%ETFNVDANVIDIA$809,232$18,801 ▲2.4%6,0260.5%Computer and TechnologyILCGiShares Morningstar Growth ETF$784,022$103,491 ▼-11.7%8,7500.5%ETFFSMDFidelity Small-Mid Multifactor ETF$754,327$62,950 ▲9.1%18,3220.5%ETFILCViShares Morningstar Value ETF$717,178$65,434 ▼-8.4%8,8560.5%ETFIAUMiShares Gold Trust Micro$705,439$117,216 ▲19.9%26,9560.5%Finance, Insurance, And Real EstateDEDeere & Company$678,3440.0%1,6010.5%Industrial ProductsSPDWSPDR Portfolio Developed World ex-US ETF$554,606$32,116 ▼-5.5%16,2500.4%ETFMETAMeta Platforms$430,936$11,125 ▲2.6%7360.3%Computer and TechnologyNEENextEra Energy$415,1570.0%5,7910.3%UtilitiesHYDBiShares High Yield Bond Factor ETF$379,855$6,911 ▼-1.8%8,0800.3%ETFVBVanguard Small-Cap ETF$352,972$16,820 ▼-4.5%1,4690.2%ETFVEAVanguard FTSE Developed Markets ETF$351,764$108,599 ▲44.7%7,3560.2%ETFADMArcher-Daniels-Midland$331,9670.0%6,5710.2%Consumer StaplesROKRockwell Automation$318,942$72,877 ▲29.6%1,1160.2%Computer and TechnologyPRFInvesco FTSE RAFI US 1000 ETF$313,886$106,054 ▲51.0%7,7810.2%ETFVONGVanguard Russell 1000 Growth ETF$312,690$90,698 ▲40.9%3,0270.2%ETFAGGiShares Core U.S. Aggregate Bond ETF$306,204$48,450 ▲18.8%3,1600.2%FinanceAMZNAmazon.com$302,978$12,505 ▲4.3%1,3810.2%Retail/WholesaleVTVVanguard Value ETF$294,413$6,603 ▲2.3%1,7390.2%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$288,009$1,044 ▲0.4%3,5880.2%ETFKOCoca-Cola$284,7150.0%4,5730.2%Consumer StaplesIVViShares Core S&P 500 ETF$265,4950.0%4510.2%ETFPULSPGIM Ultra Short Bond ETF$240,813$4,905 ▼-2.0%4,8600.2%ETFGOOGLAlphabet$236,815$236,815 ▲New Holding1,2510.2%Computer and TechnologyWFCWells Fargo & Company$234,040$234,040 ▲New Holding3,3320.2%FinanceCOSTCostco Wholesale$229,068$4,581 ▲2.0%2500.2%Retail/WholesaleQQQInvesco QQQ$226,987$5,112 ▲2.3%4440.2%FinanceSPSBSPDR Portfolio Short Term Corporate Bond ETF$218,606$1,374 ▼-0.6%7,3210.1%ETFLNTAlliant Energy$216,5710.0%3,6620.1%UtilitiesTPICTPI Composites$37,800$18,900 ▲100.0%20,0000.0%Industrial ProductsEEMViShares MSCI Emerging Markets Min Vol Factor ETF$0$219,701 ▼-100.0%00.0%ETFIJHiShares Core S&P Mid-Cap ETF$0$203,226 ▼-100.0%00.0%ETFShowing 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.
