Cedar Point Capital Partners, LLC has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $148 Billion distributed in 63 stocks.

Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchange Traded Fd with a value of $11B, Vanguard Mega Cap Growth ETF with a value of $10.8B, Schwab Fundamental U S Large C with a value of $10.3B, Dimensional ETF Tr U S Equity with a value of $9.9B, and Vanguard Wellington Fd U S Qua with a value of $9.61B.

Examining the 13F form we can see an increase of $2.14B in the current position value, from $146B to 148B.

Cedar Point Capital Partners, LLC is based out at Cedar Rapids, IA

Below you can find more details about Cedar Point Capital Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $148 Billion
ETFs: $139 Billion
Technology: $3.58 Billion
Financial Services: $1.27 Billion
Industrials: $1.04 Billion
Consumer Defensive: $846 Million
Communication Services: $668 Million
Utilities: $632 Million
Consumer Cyclical: $303 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 63
  • Current Value $148 Billion
  • Prior Value $146 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 17, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
Track This Portfolio

Track Cedar Point Capital Partners, LLC Portfolio

Follow Cedar Point Capital Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cedar Point Capital Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cedar Point Capital Partners, LLC with notifications on news.