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, AstraZeneca, 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 |
|
| Microsoft Corporation (MSFT) | 30.8 | $215k | -88% | 500.00 | 430.30 |
|
| Meta Platforms Cl A (META) | 29.0 | $203k | -78% | 354.00 | 572.44 |
|
Past Filings by Cedar Brook Financial Partners
SEC 13F filings are viewable for Cedar Brook Financial Partners going back to 2018
- Cedar Brook Financial Partners 2024 Q3 filed Oct. 21, 2024
- Cedar Brook Financial Partners 2024 Q2 filed July 15, 2024
- Cedar Brook Financial Partners 2024 Q1 filed April 17, 2024
- Cedar Brook Financial Partners 2023 Q4 filed Jan. 12, 2024
- Cedar Brook Financial Partners 2023 Q3 filed Oct. 17, 2023
- Cedar Brook Financial Partners 2023 Q2 filed July 5, 2023
- Cedar Brook Financial Partners 2023 Q1 filed April 4, 2023
- Cedar Brook Financial Partners 2022 Q4 filed Feb. 1, 2023
- Cedar Brook Financial Partners 2022 Q3 filed Jan. 3, 2023
- Cedar Brook Financial Partners 2022 Q2 filed Aug. 12, 2022
- Cedar Brook Financial Partners 2022 Q1 filed April 6, 2022
- Cedar Brook Financial Partners 2021 Q4 filed Jan. 27, 2022
- Cedar Brook Financial Partners 2021 Q3 filed Nov. 1, 2021
- Cedar Brook Financial Partners 2021 Q2 filed Aug. 16, 2021
- Cedar Brook Financial Partners 2021 Q1 filed May 11, 2021
- Cedar Brook Financial Partners 2020 Q4 filed Feb. 12, 2021