Cedar Brook Financial Partners, LLC Portfolio Holdings

Cedar Brook Financial Partners, LLC

  • $698 Million
  • Q3 2024

Cedar Brook Financial Partners, LLC has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $698 Million distributed in 3 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Automatic Data Processing Inc with a value of $280M, Microsoft Corp with a value of $215M, and Meta Platforms, Inc. with a value of $203M.

Examining the 13F form we can see an increase of $685M in the current position value, from $13.3M to 698M.

Cedar Brook Financial Partners, LLC is based out at Cleveland, OH

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

Portfolio value $698 Million
Industrials: $280 Million
Technology: $215 Million
Communication Services: $203 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$121B
$280 Million 40.15% of portfolio
1,013
Q3 2024 Reduced 17.78%
$3.26T
$215 Million 30.82% of portfolio
500
Q3 2024 Reduced 88.03%
$1.36T
$203 Million 29.03% of portfolio
354
Q3 2024 Reduced 78.01%

Summary

  • Portfolio
  • No. of Stocks 3
  • Current Value $698 Million
  • Prior Value $13.3 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 21, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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