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Every 13F-reported equity position this quarter with its quarter-over-quarter change; each row traces to the filer's 13F-HR on EDGAR.

13F holdings, latest quarter

SourceSEC EDGAR13F-HR

Cedar Brook Financial Partners, LLC 13F Holdings -- Portfolio & Top Positions (2024-09-30)

Cedar Brook Financial Partners, LLC (CIK 1767302) reported $698,121 across 3 reported positions in its SEC 13F filing for 2024-09-30. Largest positions: ADP ($280,327, 40.15%), MSFT ($215,150, 30.82%), META ($202,644, 29.03%), AAPL ($0, 0.00%), ADBE ($0, 0.00%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1ADPAUTOMATIC DATA PROCESSING IN$280,32740.15%1,013Trimmed
2MSFTMICROSOFT CORP$215,15030.82%500Trimmed
3METAMETA PLATFORMS INC$202,64429.03%354Trimmed
4AAPLAPPLE INC$00.00%0Exited
5ADBEADOBE INC$00.00%0Exited
6AMATAPPLIED MATLS INC$00.00%0Exited
7AMZNAMAZON COM INC$00.00%0Exited
8AVGOBROADCOM INC$00.00%0Exited
9AZNASTRAZENECA PLC$00.00%0Exited
10BCSBARCLAYS PLC$00.00%0Exited
11BNDVANGUARD BD INDEX FDS$00.00%0Exited
12BRKBBERKSHIRE HATHAWAY INC DEL$00.00%0Exited
13GOOGALPHABET INC$00.00%0Exited
14GOOGLALPHABET INC$00.00%0Exited
15IBMINTERNATIONAL BUSINESS MACHS$00.00%0Exited
16JNJJOHNSON & JOHNSON$00.00%0Exited
17JPMJPMORGAN CHASE & CO.$00.00%0Exited
18LLYELI LILLY & CO$00.00%0Exited
19MRKMERCK & CO INC$00.00%0Exited
20NFLXNETFLIX INC$00.00%0Exited
21NVDANVIDIA CORPORATION$00.00%0Exited
22PGRPROGRESSIVE CORP$00.00%0Exited
23SAPSAP SE$00.00%0Exited
24SHELSHELL PLC$00.00%0Exited
25TDGTRANSDIGM GROUP INC$00.00%0Exited

Source: SEC Form 13F filings · as of 2024-09-30