Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Cedar Point Capital Partners

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

Top 5 stock holdings are JCPB, MGK, FNDX, DFUS, VFQY, and represent 34.92% of Cedar Point Capital Partners's stock portfolio.
Added to shares of these 10 stocks: FNDX (+$6.9M), JCPB, FNDA, GLDM, FLDR, GOOGL, WFC, SMMU, EFG, DFIV.
Started 2 new stock positions in GOOGL, WFC.
Reduced shares in these 10 stocks: EEMV, IJH, DFAS, MGK, ILCG, VWO, ILCV, DFUS, SPDW, VB.
Sold out of its positions in EEMV, IJH.
Cedar Point Capital Partners was a net buyer of stock by $12M.
Cedar Point Capital Partners has $148M in assets under management (AUM), dropping by 1.47%.
Central Index Key (CIK): 0001954337

Tip: Access up to 7 years of quarterly data

Positions held by Cedar Point Capital Partners consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Cedar Point Capital Partners

Cedar Point Capital Partners holds 62 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	7.4	$11M	+15%	238k	46.07	View chart
Vanguard World Mega Grwth Ind (MGK)	7.3	$11M		32k	343.41	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	7.0	$10M	+203%	434k	23.68	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	6.7	$9.9M		155k	63.75	View chart
Vanguard Wellington Us Quality (VFQY)	6.5	$9.6M		68k	140.89	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	5.1	$7.5M	-2%	116k	65.08	View chart
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)	5.1	$7.5M	+5%	151k	49.93	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	5.0	$7.3M	+2%	207k	35.48	View chart
Ishares Tr Eafe Grwth Etf (EFG)	4.8	$7.1M	+2%	74k	96.83	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	4.0	$6.0M		136k	44.04	View chart
World Gold Tr Spdr Gld Minis (GLDM)	3.7	$5.5M	+7%	105k	51.99	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.6	$3.8M	+3%	49k	78.01	View chart
Principal Exchange Traded Active High Yl (YLD)	2.5	$3.8M	+2%	196k	19.18	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	2.2	$3.3M		43k	76.06	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	2.2	$3.2M	+7%	65k	49.84	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	2.2	$3.2M		52k	61.52	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	2.2	$3.2M	+5%	64k	50.15	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	2.0	$2.9M	+2%	25k	115.18	View chart
Ishares Tr National Mun Etf (MUB)	1.7	$2.5M	+3%	24k	106.55	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	1.6	$2.3M	+7%	45k	51.73	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	1.2	$1.7M	+5%	22k	79.99	View chart
Apple (AAPL)	1.2	$1.7M		6.8k	250.42	View chart
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)	1.1	$1.6M	+5%	33k	47.89	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.0	$1.5M	+6%	34k	44.87	View chart
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM)	0.9	$1.3M	+3%	26k	51.88	View chart
Vanguard Wellington Us Multifactor (VFMF)	0.9	$1.3M		9.9k	130.58	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.8	$1.2M	+99%	39k	29.70	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.8	$1.1M		23k	49.74	View chart
Microsoft Corporation (MSFT)	0.7	$1.1M	+5%	2.5k	421.50	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$1.0M	+3%	2.3k	453.28	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.6	$937k	+5%	38k	24.43	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$889k		3.1k	289.81	View chart
NVIDIA Corporation (NVDA)	0.5	$809k	+2%	6.0k	134.29	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.5	$784k	-11%	8.8k	89.60	View chart
Fidelity Covington Trust Sml Mid Mltfct (FSMD)	0.5	$754k	+9%	18k	41.17	View chart
Ishares Tr Morningstar Valu (ILCV)	0.5	$717k	-8%	8.9k	80.98	View chart
Ishares Gold Tr Shares Represent (IAUM)	0.5	$705k	+19%	27k	26.17	View chart
Deere & Company (DE)	0.5	$678k		1.6k	423.70	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.4	$555k	-5%	16k	34.13	View chart
Meta Platforms Cl A (META)	0.3	$431k	+2%	736.00	585.51	View chart
Nextera Energy Put Option (Principal) (NEE)	0.3	$415k		5.8k	71.69	View chart
Ishares Tr High Yld Systm B (HYDB)	0.3	$380k		8.1k	47.01	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$353k	-4%	1.5k	240.28	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$352k	+44%	7.4k	47.82	View chart
Archer Daniels Midland Company (ADM)	0.2	$332k		6.6k	50.52	View chart
Rockwell Automation (ROK)	0.2	$319k	+29%	1.1k	285.79	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.2	$314k	+51%	7.8k	40.34	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.2	$313k	+40%	3.0k	103.30	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$306k	+18%	3.2k	96.90	View chart
Amazon (AMZN)	0.2	$303k	+4%	1.4k	219.39	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$294k	+2%	1.7k	169.30	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$288k		3.6k	80.27	View chart
Coca-Cola Company (KO)	0.2	$285k		4.6k	62.26	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$266k		451.00	588.68	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.2	$241k		4.9k	49.55	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$237k	NEW	1.3k	189.30	View chart
Wells Fargo & Company (WFC)	0.2	$234k	NEW	3.3k	70.24	View chart
Costco Wholesale Corporation (COST)	0.2	$229k	+2%	250.00	916.27	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$227k	+2%	444.00	511.23	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.1	$219k		7.3k	29.86	View chart
Alliant Energy Corporation (LNT)	0.1	$217k		3.7k	59.14	View chart
Tpi Composites (TPIC)	0.0	$38k	+100%	20k	1.89	View chart

Past Filings by Cedar Point Capital Partners

SEC 13F filings are viewable for Cedar Point Capital Partners going back to 2023

Cedar Point Capital Partners 2024 Q4 filed Jan. 17, 2025
Cedar Point Capital Partners 2024 Q3 filed Oct. 29, 2024
Cedar Point Capital Partners 2024 Q2 filed July 16, 2024
Cedar Point Capital Partners 2024 Q1 filed May 22, 2024
Cedar Point Capital Partners 2023 Q4 filed Jan. 31, 2024

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z