Cedar Brook Financial Partners, LLC
CLEVELAND, OH · CIK 1767302 · 13F filing filed 2024-10-21
No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.
- Others nearbyCleveland, OH
$698.1k
reported value
-94.7% vs Q2 2024
3positions
100.0%in top 10
0 new
0 added
3 reduced
26 sold out
vs Q2 2024
Holdings, Q3 2024
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| AUTOMATIC DATA PROCESSING IN ADP | $280.3k40.15% | Reduced -219 |
| MICROSOFT CORP MSFT | $215.2k30.82% | Reduced -3.7k |
| META PLATFORMS INC META | $202.6k29.03% | Reduced -1.3k |
Sold out since Q2 2024
| Security | Value then |
|---|---|
| NVIDIA CORPORATION NVDA | $1.8m14.3k shares |
| APPLE INC AAPL | $1.3m6.1k shares |
| AMAZON COM INC AMZN | $1.0m5.3k shares |
| ALPHABET INC GOOGL | $693.8k3.8k shares |
| ELI LILLY & CO LLY | $365.8k404 shares |
| PROGRESSIVE CORP PGR | $350.8k1.7k shares |
| VISA INC V | $334.1k1.3k shares |
| BROADCOM INC AVGO | $306.7k1.9k shares |
| VANGUARD BD INDEX FDS BND | $297.6k4.1k shares |
| JOHNSON & JOHNSON JNJ | $276.7k1.9k shares |
| BERKSHIRE HATHAWAY INC DEL BRK.B | $273.8k673 shares |
| SAP SE SAP | $261.0k1.3k shares |
| EXXON MOBIL CORP XOM | $250.7k2.2k shares |
| ALPHABET INC GOOG | $249.1k1.4k shares |
| TAIWAN SEMICONDUCTOR MFG LTD TSM | $246.3k1.4k shares |
| JPMORGAN CHASE & CO JPM | $245.3k1.2k shares |
| TRANSDIGM GROUP INC TDG | $235.1k184 shares |
| MERCK & CO INC MRK | $221.8k1.8k shares |
| UNITEDHEALTH GROUP INC UNH | $217.5k427 shares |
| ASTRAZENECA PLC | $216.0k2.8k shares |
| INTERNATIONAL BUSINESS MACHS IBM | $211.5k1.2k shares |
| NETFLIX INC NFLX | $209.2k310 shares |
| SHELL PLC SHEL | $208.2k2.9k shares |
| APPLIED MATLS INC AMAT | $206.0k873 shares |
| ADOBE INC ADBE | $201.7k363 shares |