Cedar Brook Financial Partners

Latest statistics and disclosures from Cedar Brook Financial Partners's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are ADP, MSFT, META, and represent 100.00% of Cedar Brook Financial Partners's stock portfolio.
  • Reduced shares in these 10 stocks: NVDA, MSFT, AAPL, AMZN, META, GOOGL, LLY, PGR, , AVGO.
  • Sold out of its positions in ADBE, GOOG, GOOGL, AMZN, AAPL, AMAT, AZN, BCS, BRK.B, AVGO.
  • Cedar Brook Financial Partners was a net seller of stock by $-13M.
  • Cedar Brook Financial Partners has $698k in assets under management (AUM), dropping by -94.75%.
  • Central Index Key (CIK): 0001767302

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Portfolio Holdings for Cedar Brook Financial Partners

Cedar Brook Financial Partners holds 3 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Automatic Data Processing (ADP) 40.2 $280k -17% 1.0k 276.73
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Microsoft Corporation (MSFT) 30.8 $215k -88% 500.00 430.30
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Meta Platforms Cl A (META) 29.0 $203k -78% 354.00 572.44
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Past Filings by Cedar Brook Financial Partners

SEC 13F filings are viewable for Cedar Brook Financial Partners going back to 2018

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